Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €3.04, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total returns to shareholders of 70% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.05 per share. Declared Dividend • Jun 27
Final dividend of UK£0.025 announced Shareholders will receive a dividend of UK£0.025. Ex-date: 22nd October 2026 Payment date: 19th November 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 37% per year over the past 2 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 26
Full year 2026 earnings released: EPS: UK£0.16 (vs UK£0.032 loss in FY 2025) Full year 2026 results: EPS: UK£0.16 (up from UK£0.032 loss in FY 2025). Revenue: UK£373.0m (up 6.5% from FY 2025). Net income: UK£51.7m (up UK£62.8m from FY 2025). Profit margin: 14% (up from net loss in FY 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year. Board Change • May 20
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. 6 experienced directors. No highly experienced directors. CEO & Director Catherine Faiers was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Mar 19
Moonpig Group plc Provides Earnings Guidance for the Year Ending 30 April 2026 Moonpig Group PLC provided earnings guidance for the year ending 30 April 2026. For the year, the company expects to deliver high single digit percentage revenue growth for the full year. Greetz has maintained low single digit percentage revenue growth in constant currency and continues to benefit from foreign exchange translation on a sterling basis. Experiences has traded slightly ahead of previous expectations and they anticipate a mid-single digit percentage revenue decrease for the full year. Announcement • Oct 31
Moonpig Group PLC Announces Appointment of Catherine Faiers as Chief Executive Officer The Board of Moonpig Group PLC announced the appointment of Catherine Faiers as Chief Executive Officer. Catherine's start date will be announced in due course. Catherine takes over from Nickyl Raithatha who, as announced on 26 June 2025, is stepping down as Chief Executive Officer after 7 years in the business. Nickyl's leaving date will also be announced in due course. Catherine is currently the Chief Operating Officer at Auto Trader Group plc. Prior to this she was Chief Operating Officer at Addison Lee, Corporate Development Director at Trainline and a Director at Close Brothers Corporate Finance. Catherine is an independent non-executive director of Allegro.eu Group. Announcement • May 03
Moonpig Group PLC (LSE:MOON) announces an Equity Buyback for £30 million worth of its shares. Moonpig Group PLC (LSE:MOON) announces a share repurchase program. Under the program, the company will repurchase up to £30 million worth of its shares. The purpose of the program is to return excess capital to shareholders and reduce the capital of the Company. The repurchased shares are intended to be cancelled. The program will be valid till October 31, 2025. Announcement • Apr 24
Moonpig Group PLC to Report Fiscal Year 2026 Results on Jun 25, 2026 Moonpig Group PLC announced that they will report fiscal year 2026 results on Jun 25, 2026 Announcement • Apr 03
Moonpig Group PLC Provides Earnings Guidance for the Financial Year Ending 30 April 2025 Moonpig Group PLC provided earnings guidance for the financial year ending 30 April 2025. For the year, The company anticipates full year revenue will be between £350 million and £353 million. Revenue growth continues to be underpinned by strong sales at Moonpig, driven across three core growth levers: customer base, order frequency and average order value. Announcement • Dec 10
Moonpig Group PLC Declares Interim Dividend for the Fiscal Year 2025, Payable on March 20, 2025 Moonpig Group PLC has announced earlier on December 10, 2024 that it will pay an interim dividend of 1.0 pence per ordinary share on 20 March 2025 to shareholders on the register at 21 February 2025. Ex-dividend date is on February 20, 2025. Recent Insider Transactions • Nov 08
CEO & Director recently sold €3.0m worth of stock On the 30th of October, Nickyl Raithatha sold around 1m shares on-market at roughly €2.96 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Nickyl has been a net seller over the last 12 months, reducing personal holdings by €4.3m. Valuation Update With 7 Day Price Move • Oct 17
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €2.94, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 6x in the Specialty Retail industry in Germany. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.49 per share. New Risk • Aug 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (2,834% net debt to equity). Share price has been volatile over the past 3 months (6.8% average weekly change). Significant insider selling over the past 3 months (€1.7m sold). Valuation Update With 7 Day Price Move • Jul 10
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €2.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 6x in the Specialty Retail industry in Germany. Total loss to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.07 per share. Recent Insider Transactions • Jul 07
CEO & Director recently sold €1.3m worth of stock On the 4th of July, Nickyl Raithatha sold around 614k shares on-market at roughly €2.15 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Nickyl's only on-market trade for the last 12 months. Reported Earnings • Jun 28
Full year 2024 earnings released: EPS: UK£0.10 (vs UK£0.078 in FY 2023) Full year 2024 results: EPS: UK£0.10 (up from UK£0.078 in FY 2023). Revenue: UK£341.1m (up 6.6% from FY 2023). Net income: UK£34.2m (up 28% from FY 2023). Profit margin: 10.0% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Announcement • Apr 30
Moonpig Group plc Announces Simon Davidson Resigns as A Director Moonpig Group plc announced on 26 April 2024 that Simon Davidson had resigned as a director of the Company with effect from 25 April 2024. Under the Relationship Agreement between the Company and Exponent Private Equity LLP("Exponent") Simon's fees as Exponent's Nominee Director are paid directly to Exponent and will be paid up to and including the date of termination of 25 April 2024. No other remuneration payment will be made by the Company to Simon or to Exponent after Simon ceases to be a non-executive director of the Company, nor will any payment for loss of office be made. The relevant remuneration details relating to Simon Davidson will be included in the Directors' Remuneration Report in the Annual Report and Accounts. Valuation Update With 7 Day Price Move • Dec 12
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €1.75, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Specialty Retail industry in Germany. Total returns to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.41 per share. Reported Earnings • Dec 07
First half 2024 earnings released: EPS: UK£0.041 (vs UK£0.017 in 1H 2023) First half 2024 results: EPS: UK£0.041 (up from UK£0.017 in 1H 2023). Revenue: UK£152.1m (up 6.5% from 1H 2023). Net income: UK£14.1m (up 142% from 1H 2023). Profit margin: 9.3% (up from 4.1% in 1H 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Announcement • Dec 05
Moonpig Group PLC Re-Affirms Revenue Guidance for the Year 2024 Moonpig Group PLC announced that Current trading remains in line with overall expectations. Consolidated revenue growth in recent weeks has continued the positive trends seen in the first half, underpinned by growth at the Moonpig brand. Whilst the external environment remains challenging, the company's expectations for full year consolidated revenue and Adjusted EBITDA remain unchanged. Announcement • Sep 19
Moonpig Group PLC Provides Earnings Guidance for the Year 2023 Moonpig Group PLC provided earnings guidance for the year 2023. For the full financial year, the company continues to expect consolidated revenue growth at a mid to high single digit percentage rate, with all brands returning to growth in the second half. Announcement • Jul 13
Moonpig Group PLC, Annual General Meeting, Sep 19, 2023 Moonpig Group PLC, Annual General Meeting, Sep 19, 2023, at 09:00 Coordinated Universal Time. Location: at the offices of Link Group, 6th Floor, 65 Gresham St London United Kingdom Agenda: To consider the audited financial statements for the year ended 30 April 2023; to approve Directors’ Remuneration report; to approve Directors’ Remuneration policy; to approve reelection of Directors; to reappoint auditors; and to approve remuneration of auditors. Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €1.78, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Specialty Retail industry in Germany. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €2.83 per share. New Risk • Jul 01
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-UK£34m). Large one-off items impacting financial results. Announcement • Jun 30
Moonpig Group plc Provides Earnings Guidance for the Full Year 2024 Moonpig Group plc provided earnings guidance for the full year 2024. For the period, The company expects consolidated revenue growth at a mid to high single digit percentage rate, with all of its brands returning to growth in the second half. Reported Earnings • Jun 30
Full year 2023 earnings released: EPS: UK£0.078 (vs UK£0.093 in FY 2022) Full year 2023 results: EPS: UK£0.078 (down from UK£0.093 in FY 2022). Revenue: UK£320.1m (up 5.2% from FY 2022). Net income: UK£26.6m (down 15% from FY 2022). Profit margin: 8.3% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany. Buying Opportunity • Jun 21
Now 22% undervalued Over the last 90 days, the stock is up 30%. The fair value is estimated to be €1.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 81% in the next 2 years. Announcement • Jun 07
Moonpig Group PLC to Report Fiscal Year 2023 Results on Jun 29, 2023 Moonpig Group PLC announced that they will report fiscal year 2023 results at 6:00 AM, Coordinated Universal Time on Jun 29, 2023 Valuation Update With 7 Day Price Move • Apr 19
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €1.39, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Specialty Retail industry in Germany. Total loss to shareholders of 45% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.84 per share. Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €1.15, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total loss to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.25 per share. Recent Insider Transactions • Mar 09
Board Member recently bought €151k worth of stock On the 6th of March, David Keens bought around 110k shares on-market at roughly €1.37 per share. This transaction increased David's direct individual holding by 11x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €338k more in shares than they have sold in the last 12 months. Board Change • Feb 02
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Chairman of the Board Kate Swann is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Recent Insider Transactions • Dec 19
CEO & Director recently bought €133k worth of stock On the 14th of December, Nickyl Raithatha bought around 100k shares on-market at roughly €1.33 per share. This transaction amounted to 2.5% 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 Nickyl's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • Dec 15
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €1.32, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 68% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.15 per share. Reported Earnings • Dec 08
First half 2023 earnings released: EPS: UK£0.017 (vs UK£0.045 in 1H 2022) First half 2023 results: EPS: UK£0.017 (down from UK£0.045 in 1H 2022). Revenue: UK£142.8m (flat on 1H 2022). Net income: UK£5.83m (down 62% from 1H 2022). Profit margin: 4.1% (down from 11% in 1H 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Online Retail industry in Germany. Board Change • Nov 21
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Chairman of the Board Kate Swann is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improved over the past week After last week's 22% share price gain to €1.84, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 51% over the past year. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €1.44, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 61% over the past year. Valuation Update With 7 Day Price Move • Sep 29
Investor sentiment deteriorated over the past week After last week's 23% share price decline to €1.56, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 58% over the past year. Recent Insider Transactions • Jul 20
Board Member recently bought €139k worth of stock On the 15th of July, David Keens bought around 63k shares on-market at roughly €2.21 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €491k more in shares than they have sold in the last 12 months. Reported Earnings • Jun 30
Full year 2022 earnings released: EPS: UK£0.093 (vs UK£0.061 in FY 2021) Full year 2022 results: EPS: UK£0.093 (up from UK£0.061 in FY 2021). Revenue: UK£304.3m (down 17% from FY 2021). Net income: UK£31.4m (up 51% from FY 2021). Profit margin: 10% (up from 5.6% in FY 2021). Over the next year, revenue is forecast to grow 15%, compared to a 34% growth forecast for the retail industry in Germany. Board Change • May 02
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Chairman of the Board Kate Swann is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Recent Insider Transactions • Jan 26
Independent Non-Executive Director recently bought €119k worth of stock On the 25th of January, Niall Wass bought around 33k shares on-market at roughly €3.63 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €353k more in shares than they have sold in the last 12 months. Buying Opportunity • Jan 14
Now 21% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be UK£5.11, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last year. Earnings per share has declined by 89% over the last year. Reported Earnings • Dec 11
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: UK£0.045. Revenue: UK£142.6m (down 8.5% from 1H 2021). Net income: UK£15.4m (down 45% from 1H 2021). Profit margin: 11% (down from 18% in 1H 2021). Revenue exceeded analyst estimates by 5.1%. Over the next year, revenue is expected to shrink by 16% compared to a 52% growth forecast for the industry in Germany. Recent Insider Transactions • Oct 08
Key Executive recently bought €234k worth of stock On the 6th of October, Kate Swann bought around 69k shares on-market at roughly €3.37 per share. This was the largest purchase by an insider in the last 3 months. This was Kate's only on-market trade for the last 12 months. Reported Earnings • Jul 28
Full year 2021 earnings released: EPS UK£0.061 The company reported a decent full year result with improved revenues, although earnings and profit margins were weaker. Full year 2021 results: Revenue: UK£368.2m (up 113% from FY 2020). Net income: UK£20.8m (down 32% from FY 2020). Profit margin: 5.6% (down from 18% in FY 2020). The decrease in margin was driven by higher expenses.