Macfarlane Group PLC

LSE:MACF Voorraadrapport

Marktkapitalisatie: UK£105.6m

Macfarlane Group Inkomsten in het verleden

Verleden criteriumcontroles 1/6

De winst van Macfarlane Group is gedaald met een gemiddeld jaarlijks percentage van -2.1%, terwijl de winst van de Trade Distributors -industrie jaarlijks groeide met 1.4%. De inkomsten zijn groeide met een gemiddeld percentage van 4.1% per jaar. Het rendement op het eigen vermogen Macfarlane Group bedraagt 5.2% en de nettomarge bedraagt 2.1%.

Belangrijke informatie

-2.12%

Groei van de winst

-2.30%

Groei van de winst per aandeel

Trade Distributors Groei van de industrie16.26%
Inkomstengroei4.14%
Rendement op eigen vermogen5.24%
Nettomarge2.10%
Laatste winstupdate31 Dec 2025

Recente prestatie-updates uit het verleden

Recent updates

Narratiefupdate Jun 24

MACF: Steady Assumptions Will Support Future Upside Potential

Analysts have kept their fair value estimate for Macfarlane Group unchanged at £0.91. The slight tweaks in discount rate, revenue growth, profit margin and future P/E assumptions reflect only minor model refinements rather than a shift in the overall price target view.
Narratiefupdate Jun 06

MACF: Steady Assumptions And Higher Required Return Will Support Future Upside

Analysts have left their fair value estimate for Macfarlane Group unchanged at £0.91 per share, with only marginal tweaks to the discount rate, revenue growth, profit margin assumptions and future P/E. This indicates a largely steady view of the stock's valuation drivers.
Narratiefupdate Apr 21

MACF: Steady Assumptions And Higher Required Return Will Support Future Upside

Analysts have kept their fair value estimate for Macfarlane Group steady at £0.91 per share. This reflects only small tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions in their refreshed models.
Narratiefupdate Apr 06

MACF: Stable Assumptions And Slightly Lower P/E Will Support Future Upside

Analysts have made only a modest adjustment to their valuation work on Macfarlane Group, with a slightly lower discount rate and future P/E assumption leading to a small fine tuning of their £ price target rather than a material shift in view. Valuation Changes Fair Value: Held steady at £0.91 per share, with no change between the prior and updated work.
Narratiefupdate Mar 23

MACF: Stable Assumptions And Slightly Higher P/E Will Support Future Upside

Macfarlane Group's analyst price target has been left broadly unchanged at around £0.91. Analysts point to only marginal tweaks to assumptions for discount rate, revenue growth, profit margin and forward P/E that do not materially alter their view of fair value.
Narratiefupdate Mar 09

MACF: Modest Fair Value Trim Will Still Support Future Upside

Analysts have revised their fair value estimate for Macfarlane Group from £0.98 to £0.91, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: revised from £0.98 to £0.91, a modest reduction in the central estimate.
Narratiefupdate Feb 22

MACF: Steady Assumptions And Higher Future P/E Will Support Upside

Analysts have kept their price target for Macfarlane Group broadly steady at around £0.98 per share, citing only very small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions in their updated models. Valuation Changes Fair Value: unchanged at £0.98 per share, with no revision to the central estimate.
Narratiefupdate Feb 08

MACF: Stable Growth Assumptions And Lower P/E Will Support Future Upside

Analysts have made a small adjustment to their price target on Macfarlane Group, reflecting a slightly lower discount rate and a marginally reduced assumed future P/E multiple, while keeping fair value per share broadly unchanged at £0.98. Valuation Changes Fair Value: Modelled fair value per share is unchanged at £0.98.
Narratiefupdate Jan 24

MACF: Higher Profitability Assumptions And Lower P/E Will Support Future Upside

Analysts have trimmed their price target on Macfarlane Group, reflecting updated assumptions for profit margins and a lower future P/E multiple, while keeping fair value estimates steady at £0.98. Valuation Changes Fair Value: Kept unchanged at £0.98 per share, indicating no adjustment to the central valuation estimate.
Narratiefupdate Jan 10

MACF: Stable Assumptions And Higher Required Return Will Support Undervalued Upside

Analysts have slightly adjusted their price target for Macfarlane Group, citing small refinements to assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their fair value estimate broadly unchanged at £0.98. Valuation Changes Fair Value Estimate is unchanged at £0.98 per share, indicating no material revision to the central valuation outcome.
Narratiefupdate Dec 23

MACF: Improved Risk Profile Will Support Liquidity And Undervalued Long-Term Upside

Analysts have nudged their price target for Macfarlane Group slightly higher to reflect a modest improvement in the company’s risk profile and forward earnings multiple, while maintaining a fair value estimate close to previous levels. Valuation Changes Fair Value: unchanged at 0.975x, indicating no material shift in the core valuation anchor.
Narratiefupdate Dec 09

MACF: Index Inclusion Will Support Liquidity And Undervalued Long-Term Upside

Analysts have nudged their price target on Macfarlane Group slightly higher to reflect a modest improvement in the company’s risk profile and forward earnings multiple, though the overall fair value estimate remains close to unchanged at approximately £0.98 per share. What's in the News Macfarlane Group PLC has been added to the S&P Global BMI Index, which may increase its visibility among global institutional investors (Index Constituent Adds).
Narratiefupdate Nov 24

MACF: Recent Index Addition And Outlook Will Support Long-Term Confidence

Analysts have slightly raised their price target for Macfarlane Group to £0.98. They maintain a positive outlook based on updated discount rates and reaffirmed growth expectations.
Narratiefupdate Nov 09

MACF: Future Margins Will Recover Despite Recent Outlook Shift

Analysts have lowered their fair value estimate for Macfarlane Group from £1.13 to £0.98. They cite expectations of slower revenue growth, a higher discount rate, and a reduced profit margin outlook.
Analyseartikel Nov 04

Macfarlane Group PLC (LON:MACF) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

To the annoyance of some shareholders, Macfarlane Group PLC ( LON:MACF ) shares are down a considerable 25% in the last...
Analyseartikel Oct 28

These 4 Measures Indicate That Macfarlane Group (LON:MACF) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Narratiefupdate Oct 26

Eco-Friendly Packaging And European Expansion Will Unlock New Opportunity

Analysts have revised their price target for Macfarlane Group downward from £1.25 to £1.13, citing reduced revenue growth and profit margin projections in their latest assessment. What's in the News Macfarlane Group PLC has been added as a constituent to the S&P Global BMI Index (Key Developments).
Analyseartikel May 06

Here's Why Shareholders May Want To Be Cautious With Increasing Macfarlane Group PLC's (LON:MACF) CEO Pay Packet

Key Insights Macfarlane Group to hold its Annual General Meeting on 13th of May Total pay for CEO Peter Atkinson...
Analyseartikel Mar 02

Macfarlane Group (LON:MACF) Is Paying Out A Larger Dividend Than Last Year

Macfarlane Group PLC's ( LON:MACF ) periodic dividend will be increasing on the 13th of June to £0.027, with investors...
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Nieuw narratief Feb 10

European Acquisitions And Competitive Website Will Expand Market Presence And Capture New Business

Strategic acquisitions and a new competitive website are expected to boost revenue growth and market presence.
Analyseartikel May 14

Is Macfarlane Group (LON:MACF) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel May 01

Here's Why Shareholders May Want To Be Cautious With Increasing Macfarlane Group PLC's (LON:MACF) CEO Pay Packet

Key Insights Macfarlane Group will host its Annual General Meeting on 7th of May Total pay for CEO Peter Atkinson...
Analyseartikel Apr 26

Macfarlane Group (LON:MACF) Has Announced That It Will Be Increasing Its Dividend To £0.0265

Macfarlane Group PLC's ( LON:MACF ) dividend will be increasing from last year's payment of the same period to £0.0265...
Analyseartikel Mar 03

Macfarlane Group (LON:MACF) Is Increasing Its Dividend To £0.0265

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 30th of May to £0.0265, which is 5.2% higher than...
Analyseartikel Sep 10

Macfarlane Group's (LON:MACF) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend by 4.4% on the...
Analyseartikel Aug 27

Macfarlane Group's (LON:MACF) Dividend Will Be Increased To £0.0094

The board of Macfarlane Group PLC ( LON:MACF ) has announced that the dividend on 12th of October will be increased to...
Analyseartikel May 11

Macfarlane Group (LON:MACF) Is Paying Out A Larger Dividend Than Last Year

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its periodic dividend on the 1st of June to...
Analyseartikel Apr 05

Macfarlane Group's (LON:MACF) Dividend Will Be Increased To £0.0252

Macfarlane Group PLC's ( LON:MACF ) periodic dividend will be increasing on the 1st of June to £0.0252, with investors...
Analyseartikel Feb 26

Macfarlane Group (LON:MACF) Has Announced That It Will Be Increasing Its Dividend To £0.0252

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 1st of June to £0.0252, which is 8.2% higher than...
Analyseartikel Sep 04

Macfarlane Group (LON:MACF) Will Pay A Larger Dividend Than Last Year At £0.009

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend from last year's comparable...
Analyseartikel Apr 28

Macfarlane Group (LON:MACF) Is Increasing Its Dividend To UK£0.023

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend on the 1st of June to UK£0.023...
Analyseartikel Feb 27

Macfarlane Group's (LON:MACF) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Macfarlane Group PLC ( LON:MACF ) has announced that the dividend on 1st of June will be increased to...
Analyseartikel Sep 13

Macfarlane Group (LON:MACF) Will Pay A Larger Dividend Than Last Year At UK£0.0087

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 14th of October to UK£0.0087, which is 24% higher...
Analyseartikel Aug 29

Macfarlane Group's (LON:MACF) Upcoming Dividend Will Be Larger Than Last Year's

Macfarlane Group PLC's ( LON:MACF ) dividend will be increasing on the 14th of October to UK£0.0087, with investors...
Analyseartikel Jun 14

With EPS Growth And More, Macfarlane Group (LON:MACF) Is Interesting

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Opbrengsten en kosten

Hoe Macfarlane Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

LSE:MACF Opbrengsten, kosten en inkomsten (GBP Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 253016990
30 Sep 252949940
30 Jun 2528712890
31 Mar 2527914850
31 Dec 2427016810
30 Sep 2427015820
30 Jun 2426915830
31 Mar 2427515830
31 Dec 2328115830
30 Sep 2328716810
30 Jun 2329316790
31 Mar 2329216780
31 Dec 2229016760
30 Sep 2228615750
30 Jun 2228214740
31 Mar 2227314720
31 Dec 2126414690
30 Jun 2122714580
31 Mar 2121912570
31 Dec 2021010560
30 Sep 2022710620
30 Jun 202239610
31 Mar 202249600
31 Dec 1922510590
30 Sep 192249570
30 Jun 192239560
31 Mar 192209550
31 Dec 182179550
30 Sep 182138540
30 Jun 182088530
31 Mar 182028520
31 Dec 171967510
30 Sep 171927490
30 Jun 171886480
31 Mar 171846480
31 Dec 161806470
30 Sep 161766470
30 Jun 161726470
31 Mar 161716470
31 Dec 151695460
30 Sep 151665450
30 Jun 151625440

Kwaliteitswinsten: MACF heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (2.1%) MACF } zijn lager dan vorig jaar (5.7%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van MACF is de afgelopen 5 jaar met 2.1% per jaar gedaald.

Versnelling van de groei: De winstgroei MACF is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: MACF had het afgelopen jaar een negatieve winstgroei ( -59.3% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Trade Distributors ( 7.5% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 5.2% ) van MACF wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/28 14:21
Aandelenkoers aan het einde van de dag2026/06/26 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Macfarlane Group PLC wordt gevolgd door 9 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Andrew SimmsBerenberg
James FletcherBerenberg
Calum BattersbyBerenberg