Board Change • Jun 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Ann Simms was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • May 11
Doman Building Materials Group Ltd. Announces Executive Changes, Effective May 8, 2026 Doman Building Materials Group Ltd. announced that Yong-Jae Kim has been appointed Corporate Secretary and assumes the role and duties of General Counsel from Rob Doman, effective May 8, 2026. Announcement • Apr 17
Doman Building Materials Group Ltd. to Report Q1, 2026 Results on May 08, 2026 Doman Building Materials Group Ltd. announced that they will report Q1, 2026 results After-Market on May 08, 2026 Announcement • Mar 13
Doman Building Materials Group Ltd. Declares Quarterly Dividend, Payable on April 15, 2026 Doman Building Materials Group Ltd. announced that its board of directors has declared a dividend for the 64th consecutive quarter, which will be paid on April 15, 2026, to shareholders of record on March 31, 2026, of $0.14 per share. Announcement • Feb 17
Doman Building Materials Group Ltd., Annual General Meeting, May 08, 2026 Doman Building Materials Group Ltd., Annual General Meeting, May 08, 2026. Announcement • Feb 05
Doman Building Materials Group Ltd. to Report Q4, 2025 Results on Mar 05, 2026 Doman Building Materials Group Ltd. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 05, 2026 Announcement • Feb 03
Doman Building Materials Group Ltd. Announces CFO Changes, Effective April 7, 2026 Doman Building Materials Group Ltd. announced the upcoming retirement of Chief Financial Officer, James Code, effective April 7, 2026. Following a planned succession process, the Company announced the appointment of Darren Gwozd as Chief Financial Officer, effective April 7, 2026. Mr. Code joined Doman in 2009 and has served as Chief Financial Officer of Doman since 2011 and has played a key role in the Company's growth, transformation, and financial stewardship during his tenure. Under his leadership, Doman strengthened its financial reporting and controls, executed on multiple strategic acquisitions, completed significant capital raises and complex credit facilities and navigated varying market and operating cycles. Mr. Gwozd joins Doman from Western Forest Products Inc., where he served as Vice President, Finance, leading core finance functions including financial reporting, planning and analysis, treasury, tax, and internal audit, and supporting the Board of Directors and Audit Committee. Previously, he served as Chief Financial Officer of Great Canadian Gaming Corporation, initially a TSX-listed public issuer, and later supported the company through a private equity sponsored take private transaction. In that role, he led the financial operations of a complex, multi-jurisdictional high-revenue enterprise through a period of significant growth and transition, with experience spanning public company reporting, capital markets, and large-scale financings. Following his retirement, Mr. Code will continue to support the Company as a Special Advisor, providing transition support and advisory assistance to management as requested. This arrangement is intended to ensure continuity and a seamless transition as Mr. Gwozd assumes the role of Chief Financial Officer. Announcement • Dec 16
Doman Building Materials Group Ltd. announces Quarterly dividend, payable on January 15, 2026 Doman Building Materials Group Ltd. announced Quarterly dividend of CAD 0.1400 per share payable on January 15, 2026, ex-date on December 31, 2025 and record date on December 31, 2025. Announcement • Oct 16
Doman Building Materials Group Ltd. to Report Q3, 2025 Results on Nov 06, 2025 Doman Building Materials Group Ltd. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025 Announcement • Sep 15
Doman Building Materials Group Ltd. Announces Quarterly Dividend, Payable on October 15, 2025 Doman Building Materials Group Ltd. announced that its board of directors has declared a dividend for the 62nd consecutive quarter, which will be paid on October 15, 2025, to shareholders of record on September 29, 2025, of $0.14 per share. Announcement • Jul 16
Doman Building Materials Group Ltd. to Report Q2, 2025 Results on Aug 06, 2025 Doman Building Materials Group Ltd. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Announcement • Jun 13
Doman Building Materials Group Ltd. Announces Quarterly Dividend, Payable on July 15, 2025 Doman Building Materials Group Ltd. announced that its board of directors has declared a dividend for the 61st consecutive quarter, which will be paid on July 15, 2025, to shareholders of record on June 30, 2025, of $0.14 per share. Announcement • Apr 17
Doman Building Materials Group Ltd. to Report Q1, 2025 Results on May 08, 2025 Doman Building Materials Group Ltd. announced that they will report Q1, 2025 results After-Market on May 08, 2025 Announcement • Mar 14
Doman Building Materials Group Ltd. Announces Quarterly Dividend , Payable on April 15, 2025 Doman Building Materials Group Ltd. announced that its board of directors has declared a dividend for the 60th consecutive quarter, which will be paid on April 15, 2025, to shareholders of record on March 31, 2025, of $0.14 per share. Announcement • Feb 28
Doman Building Materials Group Ltd., Annual General Meeting, May 08, 2025 Doman Building Materials Group Ltd., Annual General Meeting, May 08, 2025. Announcement • Jan 30
Doman Building Materials Group Ltd. to Report Q4, 2024 Results on Feb 27, 2025 Doman Building Materials Group Ltd. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025 Announcement • Dec 13
Doman Building Materials Group Ltd. Announces Quarterly Dividend, Payable on January 15, 2025 Doman Building Materials Group Ltd. announced that its board of directors has declared a dividend for the 59th consecutive quarter, which will be paid on January 15, 2025, to shareholders of record on December 31, 2024, of $0.14 per share. Reported Earnings • Nov 10
Third quarter 2024 earnings released: EPS: CA$0.17 (vs CA$0.24 in 3Q 2023) Third quarter 2024 results: EPS: CA$0.17 (down from CA$0.24 in 3Q 2023). Revenue: CA$663.1m (up 3.0% from 3Q 2023). Net income: CA$14.6m (down 31% from 3Q 2023). Profit margin: 2.2% (down from 3.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Announcement • Oct 17
Doman Building Materials Group Ltd. to Report Q3, 2024 Results on Nov 07, 2024 Doman Building Materials Group Ltd. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024 Valuation Update With 7 Day Price Move • Oct 05
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €5.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Trade Distributors industry in Europe. Total returns to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.42 per share. Buy Or Sell Opportunity • Oct 04
Now 33% overvalued after recent price rise Over the last 90 days, the stock has risen 23% to €5.65. The fair value is estimated to be €4.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 14% in a year. Earnings are forecast to grow by 22% in the next year. Declared Dividend • Sep 23
Second quarter dividend of CA$0.14 announced Shareholders will receive a dividend of CA$0.14. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 8.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not covered by cash flows (328% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next year, which should provide support to the dividend and adequate earnings cover. Announcement • Sep 13
Doman Building Materials Group Ltd. Announces Quarterly Dividend, Payable on October 15, 2024 Doman Building Materials Group Ltd. announced that its board of directors has declared a dividend for the 58th consecutive quarter, which will be paid on October 15, 2024, to shareholders of record on September 27, 2024, of $0.14 per share. Reported Earnings • Aug 11
Second quarter 2024 earnings released: EPS: CA$0.20 (vs CA$0.34 in 2Q 2023) Second quarter 2024 results: EPS: CA$0.20 (down from CA$0.34 in 2Q 2023). Revenue: CA$689.8m (down 2.9% from 2Q 2023). Net income: CA$17.0m (down 42% from 2Q 2023). Profit margin: 2.5% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Announcement • Jul 20
Doman Building Materials Group Ltd. to Report Q2, 2024 Results on Aug 09, 2024 Doman Building Materials Group Ltd. announced that they will report Q2, 2024 results After-Market on Aug 09, 2024 Declared Dividend • Jun 24
First quarter dividend of CA$0.14 announced Shareholders will receive a dividend of CA$0.14. Ex-date: 28th June 2024 Payment date: 12th July 2024 Dividend yield will be 9.2%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but not covered by cash flows (304% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend. Announcement • Jun 15
Doman Building Materials Group Ltd. Announces Quarterly Dividend, Payable on July 12, 2024 Doman Building Materials Group Ltd. announce that its board of directors has declared a dividend for the 57th consecutive quarter, which will be paid on July 12, 2024, to shareholders of record on June 28, 2024, of $0.14 per share. Recent Insider Transactions • Jun 02
Chairman & CEO recently bought €354k worth of stock On the 30th of May, Amardeip Doman bought around 74k shares on-market at roughly €4.82 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Amardeip has been a buyer over the last 12 months, purchasing a net total of €922k worth in shares. Recent Insider Transactions • May 17
Chairman & CEO recently bought €294k worth of stock On the 14th of May, Amardeip Doman bought around 60k shares on-market at roughly €4.90 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Amardeip has been a buyer over the last 12 months, purchasing a net total of €519k worth in shares. Announcement • May 11
Doman Building Materials Group Ltd. Elects Ann M. Simms as Director Doman Building Materials Group Ltd. at its AGM held on May 9, 2024 approved election of Ann M. Simms as director. Reported Earnings • May 10
First quarter 2024 earnings released: EPS: CA$0.17 (vs CA$0.17 in 1Q 2023) First quarter 2024 results: EPS: CA$0.17 (down from CA$0.17 in 1Q 2023). Revenue: CA$602.5m (down 1.1% from 1Q 2023). Net income: CA$14.4m (down 3.6% from 1Q 2023). Profit margin: 2.4% (in line with 1Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Buy Or Sell Opportunity • Apr 25
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.6% to €5.15. The fair value is estimated to be €6.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 18%. Announcement • Apr 20
Doman Building Materials Group Ltd. to Report Q1, 2024 Results on May 09, 2024 Doman Building Materials Group Ltd. announced that they will report Q1, 2024 results After-Market on May 09, 2024 Declared Dividend • Mar 25
Fourth quarter dividend of CA$0.14 announced Shareholders will receive a dividend of CA$0.14. Ex-date: 27th March 2024 Payment date: 12th April 2024 Dividend yield will be 7.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 5.7% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Announcement • Mar 15
Doman Building Materials Group Ltd. Announces Quarterly Dividend, Payable on April 12, 2024 Doman Building Materials Group Ltd. announced that its board of directors has declared a dividend for the 56th consecutive quarter, which will be paid on April 12, 2024, to shareholders of record on March 28, 2024, of $0.14 per share. Reported Earnings • Mar 08
Full year 2023 earnings released: EPS: CA$0.87 (vs CA$0.91 in FY 2022) Full year 2023 results: EPS: CA$0.87 (down from CA$0.91 in FY 2022). Revenue: CA$2.49b (down 18% from FY 2022). Net income: CA$75.8m (down 3.8% from FY 2022). Profit margin: 3.0% (up from 2.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Announcement • Feb 23
Doman Building Materials Group Ltd., Annual General Meeting, May 09, 2024 Doman Building Materials Group Ltd., Annual General Meeting, May 09, 2024. Announcement • Feb 09
Doman Building Materials Group Ltd. to Report Q4, 2023 Results on Mar 07, 2024 Doman Building Materials Group Ltd. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Mar 07, 2024 Announcement • Dec 15
Doman Building Materials Group Ltd. Announces Quarterly Dividend, Payable on January 12, 2024 Doman Building Materials Group Ltd. announced that its board of directors has declared a dividend for the 55th consecutive quarter, which will be paid on January 12, 2024, to shareholders of record on December 29, 2023, of $0.14 per share. Buying Opportunity • Dec 08
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 6.5%. The fair value is estimated to be €5.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 4.7% in 2 years. Earnings is forecast to grow by 7.1% in the next 2 years. Recent Insider Transactions • Nov 24
Chairman & CEO recently bought €86k worth of stock On the 21st of November, Amardeip Doman bought around 20k shares on-market at roughly €4.34 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Amardeip's only on-market trade for the last 12 months. Buying Opportunity • Nov 08
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be €5.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 4.4% in 2 years. Earnings is forecast to grow by 7.1% in the next 2 years. Reported Earnings • Nov 03
Third quarter 2023 earnings released: EPS: CA$0.24 (vs CA$0.13 in 3Q 2022) Third quarter 2023 results: EPS: CA$0.24 (up from CA$0.13 in 3Q 2022). Revenue: CA$643.9m (down 14% from 3Q 2022). Net income: CA$21.2m (up 82% from 3Q 2022). Profit margin: 3.3% (up from 1.6% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Announcement • Oct 13
Doman Building Materials Group Ltd. to Report Q3, 2023 Results on Nov 02, 2023 Doman Building Materials Group Ltd. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of CA$0.14 per share at 7.7% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 13 October 2023. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.7%). Announcement • Sep 16
Doman Building Materials Group Ltd. Announces Quarterly Dividend, Payable on October 13, 2023 Doman Building Materials Group Ltd. announced that its board of directors has declared a dividend for the54th consecutive quarter, which will be paid on October 13, 2023, to shareholders of record on September 29,2023, of $0.14 per share. Valuation Update With 7 Day Price Move • Aug 10
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €5.30, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.76 per share. Reported Earnings • Aug 06
Second quarter 2023 earnings released: EPS: CA$0.34 (vs CA$0.24 in 2Q 2022) Second quarter 2023 results: EPS: CA$0.34 (up from CA$0.24 in 2Q 2022). Revenue: CA$710.7m (down 18% from 2Q 2022). Net income: CA$29.2m (up 41% from 2Q 2022). Profit margin: 4.1% (up from 2.4% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year. Announcement • Jul 14
Doman Building Materials Group Ltd. to Report Q2, 2023 Results on Aug 03, 2023 Doman Building Materials Group Ltd. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023 Upcoming Dividend • Jun 22
Upcoming dividend of CA$0.14 per share at 8.5% yield Eligible shareholders must have bought the stock before 29 June 2023. Payment date: 14 July 2023. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 8.5%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%). Announcement • Jun 16
Doman Building Materials Group Ltd Declares Quarterly Dividend, Payable on July 14, 2023 Doman Building Materials Group Ltd. announced that its board of directors has declared a dividend for the 53rd consecutive quarter, which will be paid on July 14, 2023, to shareholders of record on June 30, 2023, of $0.14 per share. Reported Earnings • May 12
First quarter 2023 earnings released: EPS: CA$0.17 (vs CA$0.48 in 1Q 2022) First quarter 2023 results: EPS: CA$0.17 (down from CA$0.48 in 1Q 2022). Revenue: CA$609.1m (down 28% from 1Q 2022). Net income: CA$14.9m (down 65% from 1Q 2022). Profit margin: 2.4% (down from 4.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 4.1% p.a. on average during the next 2 years, while revenues in the Trade Distributors industry in Europe are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of CA$0.14 per share at 8.4% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%). Reported Earnings • Mar 11
Full year 2022 earnings released: EPS: CA$0.91 (vs CA$1.28 in FY 2021) Full year 2022 results: EPS: CA$0.91 (down from CA$1.28 in FY 2021). Revenue: CA$3.04b (up 20% from FY 2021). Net income: CA$78.7m (down 26% from FY 2021). Profit margin: 2.6% (down from 4.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 7.3% p.a. on average during the next 2 years, while revenues in the Trade Distributors industry in Europe are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Announcement • Feb 10
Doman Building Materials Group Ltd. to Report Q4, 2022 Results on Mar 09, 2023 Doman Building Materials Group Ltd. announced that they will report Q4, 2022 results After-Market on Mar 09, 2023 Buying Opportunity • Jan 13
Now 21% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be €5.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to decline by 14% in 2 years. Earnings is forecast to decline by 59% in the next 2 years. Upcoming Dividend • Dec 22
Upcoming dividend of CA$0.14 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 January 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 9.9%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.1%). Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Director Shelly Harrison was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 05
Third quarter 2022 earnings released: EPS: CA$0.13 (vs CA$0.088 in 3Q 2021) Third quarter 2022 results: EPS: CA$0.13 (up from CA$0.088 in 3Q 2021). Revenue: CA$744.1m (up 19% from 3Q 2021). Net income: CA$11.6m (up 52% from 3Q 2021). Profit margin: 1.6% (up from 1.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Europe are expected to grow by 2.9%. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 21
Upcoming dividend of CA$0.14 per share Eligible shareholders must have bought the stock before 28 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 9.0%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.8%). Recent Insider Transactions • Sep 09
Chairman & CEO recently bought €162k worth of stock On the 1st of September, Amardeip Doman bought around 36k shares on-market at roughly €4.50 per share. This transaction increased Amardeip's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Amardeip has been a buyer over the last 12 months, purchasing a net total of €180k worth in shares. Reported Earnings • Aug 06
Second quarter 2022 earnings released: EPS: CA$0.24 (vs CA$0.64 in 2Q 2021) Second quarter 2022 results: EPS: CA$0.24 (down from CA$0.64 in 2Q 2021). Revenue: CA$870.7m (up 15% from 2Q 2021). Net income: CA$20.7m (down 61% from 2Q 2021). Profit margin: 2.4% (down from 7.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 9.1% compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 22
Upcoming dividend of CA$0.14 per share Eligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 9.0%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (2.8%). Recent Insider Transactions • May 26
President & Director recently bought €73k worth of stock On the 24th of May, Marc Seguin bought around 15k shares on-market at roughly €4.85 per share. This was the largest purchase by an insider in the last 3 months. Marc has been a buyer over the last 12 months, purchasing a net total of €144k worth in shares. Reported Earnings • May 05
First quarter 2022 earnings released: EPS: CA$0.48 (vs CA$0.44 in 1Q 2021) First quarter 2022 results: EPS: CA$0.48 (up from CA$0.44 in 1Q 2021). Revenue: CA$851.3m (up 64% from 1Q 2021). Net income: CA$42.0m (up 23% from 1Q 2021). Profit margin: 4.9% (down from 6.6% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Director Shelly Harrison was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 23
Upcoming dividend of CA$0.14 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 14 April 2022. Payout ratio is a comfortable 39% and the cash payout ratio is 93%. Trailing yield: 6.5%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.4%). Recent Insider Transactions • Mar 10
President & Director recently bought €72k worth of stock On the 8th of March, Marc Seguin bought around 13k shares on-market at roughly €5.43 per share. This was the largest purchase by an insider in the last 3 months. This was Marc's only on-market trade for the last 12 months. Reported Earnings • Mar 05
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: CA$1.28 (up from CA$0.77 in FY 2020). Revenue: CA$2.54b (up 58% from FY 2020). Net income: CA$106.5m (up 79% from FY 2020). Profit margin: 4.2% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 10%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 23
Upcoming dividend of CA$0.14 per share Eligible shareholders must have bought the stock before 30 December 2021. Payment date: 14 January 2022. Payout ratio is a comfortable 36% and the cash payout ratio is 90%. Trailing yield: 7.6%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.2%). Board Change • Dec 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Director Shelly Harrison was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 06
Third quarter 2021 earnings released: EPS CA$0.088 (vs CA$0.40 in 3Q 2020) The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CA$625.3m (up 32% from 3Q 2020). Net income: CA$7.66m (down 75% from 3Q 2020). Profit margin: 1.2% (down from 6.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 21
Upcoming dividend of CA$0.12 per share Eligible shareholders must have bought the stock before 28 September 2021. Payment date: 15 October 2021. Trailing yield: 7.5%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%). Reported Earnings • Aug 18
Second quarter 2021 earnings released: EPS CA$0.64 (vs CA$0.16 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$756.8m (up 83% from 2Q 2020). Net income: CA$53.1m (up 318% from 2Q 2020). Profit margin: 7.0% (up from 3.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 12
Investor sentiment improved over the past week After last week's 24% share price gain to CA$5.70, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 22x in the Trade Distributors industry in Europe. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.61 per share. Upcoming Dividend • Jun 22
Upcoming dividend of CA$0.12 per share Eligible shareholders must have bought the stock before 29 June 2021. Payment date: 15 July 2021. Trailing yield: 5.7%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.3%). Announcement • Jun 05
Doman Building Materials Group Ltd. (TSX:DBM) acquired Hixson Lumber Sales Inc. for approximately $380 million Doman Building Materials Group Ltd. (TSX:DBM) acquired Hixson Lumber Sales Inc. for approximately $380 million on June 4, 2021. Hixson is being acquired on a cash-free and debt-free basis, and the transaction is being funded from the Doman's existing cash on hand and an extended senior secured revolving credit facility. The transaction was not subject to any further regulatory or shareholder approvals or consents. The transaction is expected to be more than 55% accretive on both an earnings per share and free cash flow per share basis, using metrics for Hixson that reflect more normalized market and industry conditions. RF Securities Clearing LP acted as financial advisor and Goodmans LLP, Bernard LLP and Dorsey & Whitney LLP acted as legal advisor for Doman.
Doman Building Materials Group Ltd. (TSX:DBM) completed the acquisition of Hixson Lumber Sales Inc on June 4, 2021. Announcement • May 12
CanWel Building Materials Group Ltd. has completed a Follow-on Equity Offering. CanWel Building Materials Group Ltd. has completed a Follow-on Equity Offering.
Security Name: Common Shares
Security Type: Common Stock
Securities Offered: 7,500,000
Price\Range: CAD 10
Discount Per Security: CAD 0.5
Security Name: Common Shares
Security Type: Common Stock
Price\Range: CAD 10
Discount Per Security: CAD 0.25 Reported Earnings • May 09
First quarter 2021 earnings released: EPS CA$0.44 (vs CA$0.011 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CA$519.9m (up 59% from 1Q 2020). Net income: CA$34.2m (up CA$33.3m from 1Q 2020). Profit margin: 6.6% (up from 0.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 24
Upcoming dividend of CA$0.20 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 15 April 2021. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.4%). Reported Earnings • Mar 13
Full year 2020 earnings released: EPS CA$0.77 (vs CA$0.22 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CA$1.61b (up 21% from FY 2019). Net income: CA$59.6m (up 246% from FY 2019). Profit margin: 3.7% (up from 1.3% in FY 2019). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Analyst Estimate Surprise Post Earnings • Mar 13
Revenue beats expectations Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 3.5%, compared to a 4.9% growth forecast for the Trade Distributors industry in Germany. Announcement • Mar 13
CanWel Building Materials Group Ltd. Declares Quarterly Dividend, Payable on April 15, 2021 CanWel Building Materials Group Ltd. announced that its board of directors has declared a dividend for the 44th consecutive quarter, which will be paid on April 15, 2021, to shareholders of record on March 31, 2021, of $0.12 per share. Is New 90 Day High Low • Mar 09
New 90-day high: €5.25 The company is up 15% from its price of €4.58 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.71 per share. Announcement • Feb 23
CanWel Building Materials Group Ltd., Annual General Meeting, May 13, 2021 CanWel Building Materials Group Ltd., Annual General Meeting, May 13, 2021. Announcement • Feb 12
CanWel Building Materials Group Ltd. to Report Q4, 2020 Results on Mar 11, 2021 CanWel Building Materials Group Ltd. announced that they will report Q4, 2020 results After-Market on Mar 11, 2021 Is New 90 Day High Low • Jan 27
New 90-day high: €5.05 The company is up 29% from its price of €3.90 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.79 per share. Is New 90 Day High Low • Dec 31
New 90-day high: €4.86 The company is up 15% from its price of €4.22 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.91 per share. Is New 90 Day High Low • Nov 29
New 90-day high: €4.60 The company is up 2.0% from its price of €4.52 on 31 August 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.56 per share. Reported Earnings • Nov 07
Third quarter 2020 earnings released: EPS CA$0.40 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CA$472.2m (up 27% from 3Q 2019). Net income: CA$31.0m (up 385% from 3Q 2019). Profit margin: 6.6% (up from 1.7% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Nov 07
Revenue beats expectations Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.3% while the growth in Trade Distributors industry in Germany is expected to stay flat. Announcement • Oct 17
CanWel Building Materials Group Ltd. to Report Q3, 2020 Results on Nov 05, 2020 CanWel Building Materials Group Ltd. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 05, 2020 Announcement • Jul 10
CanWel Building Materials Group Ltd. to Report Q2, 2020 Results on Jul 30, 2020 CanWel Building Materials Group Ltd. announced that they will report Q2, 2020 results on Jul 30, 2020 
