Clarkson Future Growth

Future criteria checks 1/6

Clarkson is forecast to grow earnings and revenue by 2.5% and 4.3% per annum respectively. EPS is expected to grow by 1.6% per annum. Return on equity is forecast to be 15.7% in 3 years.

Key information

2.5%

Earnings growth rate

1.6%

EPS growth rate

Shipping earnings growth	-23.6%
Revenue growth rate	4.3%
Future return on equity	15.7%
Analyst coverage	Good
Last updated	22 Nov 2024

Recent future growth updates

No updates

Recent updates

Earnings and Revenue Growth Forecasts

DB:1DH - Analysts future estimates and past financials data (GBP Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	700	88	94	130	7
12/31/2025	673	86	92	123	7
12/31/2024	650	83	84	116	7
6/30/2024	628	82	103	115	N/A
3/31/2024	634	83	124	135	N/A
12/31/2023	639	84	145	155	N/A
9/30/2023	649	85	147	158	N/A
6/30/2023	658	85	150	160	N/A
3/31/2023	631	80	159	169	N/A
12/31/2022	604	76	169	179	N/A
9/30/2022	562	68	151	159	N/A
6/30/2022	520	61	134	140	N/A
3/31/2022	482	55	126	133	N/A
12/31/2021	443	50	119	125	N/A
9/30/2021	406	13	84	91	N/A
6/30/2021	368	-25	50	58	N/A
3/31/2021	363	-27	53	62	N/A
12/31/2020	358	-29	56	66	N/A
9/30/2020	367	-20	59	69	N/A
6/30/2020	376	-11	62	72	N/A
3/31/2020	369	-12	61	70	N/A
12/31/2019	363	-13	59	68	N/A
9/30/2019	358	9	55	63	N/A
6/30/2019	353	31	51	58	N/A
3/31/2019	345	30	34	40	N/A
12/31/2018	338	30	17	23	N/A
9/30/2018	329	29	12	19	N/A
6/30/2018	320	29	7	15	N/A
3/31/2018	322	30	N/A	32	N/A
12/31/2017	324	31	N/A	48	N/A
9/30/2017	320	35	N/A	54	N/A
6/30/2017	316	38	N/A	60	N/A
3/31/2017	311	37	N/A	53	N/A
12/31/2016	306	36	N/A	46	N/A
9/30/2016	305	32	N/A	42	N/A
6/30/2016	304	28	N/A	39	N/A
3/31/2016	303	24	N/A	32	N/A
12/31/2015	302	20	N/A	25	N/A
9/30/2015	287	16	N/A	15	N/A
6/30/2015	272	12	N/A	6	N/A
3/31/2015	255	14	N/A	22	N/A
12/31/2014	238	17	N/A	38	N/A
9/30/2014	229	18	N/A	33	N/A
6/30/2014	221	19	N/A	28	N/A
3/31/2014	209	17	N/A	25	N/A
12/31/2013	198	15	N/A	23	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 1DH's forecast earnings growth (2.5% per year) is above the savings rate (1%).

Earnings vs Market: 1DH's earnings (2.5% per year) are forecast to grow slower than the German market (20.6% per year).

High Growth Earnings: 1DH's earnings are forecast to grow, but not significantly.

Revenue vs Market: 1DH's revenue (4.3% per year) is forecast to grow slower than the German market (5.7% per year).

High Growth Revenue: 1DH's revenue (4.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: 1DH's Return on Equity is forecast to be low in 3 years time (15.7%).

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Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 03:34
End of Day Share Price	2024/12/19 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Clarkson PLC is covered by 17 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Gerald Khoo	Arbuthnot Securities Limited
James Fletcher	Berenberg
Robert Joynson	BNP Paribas Exane

Clarkson Future Growth

Future criteria checks 1/6

Key information

Recent future growth updates

Recent updates

Upcoming dividend of UK£0.32 per share

First half dividend of UK£0.32 announced

First half 2024 earnings released: EPS: UK£1.25 (vs UK£1.31 in 1H 2023)

Clarkson plc Appoints Constantin Cotzias as an Independent Non-Executive Director, Effective Immediately

Clarkson PLC to Report First Half, 2024 Results on Aug 05, 2024

New major risk - Revenue and earnings growth

New major risk - Revenue and earnings growth

CEO & Executive Director recently sold €1.4m worth of stock

Full year 2023 earnings released: EPS: UK£2.75 (vs UK£2.48 in FY 2022)

Final dividend of UK£0.72 announced

Clarkson PLC Recommends Final Dividend, Payable on 24 May 2024

Full year 2023 earnings released: EPS: UK£2.75 (vs UK£2.48 in FY 2022)

Clarkson PLC, Annual General Meeting, May 09, 2024

Clarkson PLC to Report Fiscal Year 2023 Results on Mar 04, 2024

Insufficient new directors

Upcoming dividend of UK£0.30 per share at 3.5% yield

First half 2023 earnings released: EPS: UK£1.31 (vs UK£0.98 in 1H 2022)

Now 20% undervalued after recent price drop

Clarkson PLC to Report First Half, 2023 Results on Aug 07, 2023

Upcoming dividend of UK£0.64 per share at 3.1% yield

CEO & Executive Director recently sold €147k worth of stock

Full year 2022 earnings released: EPS: UK£2.48 (vs UK£1.65 in FY 2021)

Clarkson PLC to Report Fiscal Year 2022 Results on Mar 06, 2023

Clarkson PLC Announces Resignation of Peter Backhouse as Non-Executive Director

Upcoming dividend of UK£0.29 per share

Clarkson PLC Announces Board Changes

First half 2022 earnings released: EPS: UK£0.98 (vs UK£0.64 in 1H 2021)

Clarkson PLC Announces Step Down of Bill Thomas as Non-Executive Chairman

Upcoming dividend of UK£0.57 per share

Full year 2021 earnings released: EPS: UK£1.65 (vs UK£0.95 loss in FY 2020)

Clarkson PLC, Annual General Meeting, May 11, 2022

Clarkson PLC, Annual General Meeting, May 11, 2022

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Clarkson PLC Announces Board Changes

Upcoming dividend of UK£0.27 per share

First half 2021 earnings released: EPS UK£0.64 (vs UK£0.51 in 1H 2020)

Upcoming dividend of UK£0.54 per share

Full year 2020 earnings released: UK£0.95 loss per share (vs UK£0.42 loss in FY 2019)

Non-Executive Chairman recently bought €117k worth of stock

Full year 2020 earnings released: UK£0.95 loss per share (vs UK£0.42 loss in FY 2019)

Revenue beats expectations

Clarkson PLC Confirms Marie-Louise Clayton Step Down as a Non-Executive Director

Independent Non-Executive Director has left the company

Clarkson PLC, Annual General Meeting, May 05, 2021

New 90-day high: €31.85

Clarkson PLC to Report Fiscal Year 2020 Results on Mar 08, 2021

Clarkson PLC Announces Company Secretary Change

New 90-day high: €29.00

Independent Non-Executive Director recently bought €125k worth of stock

New 90-day low: €22.05

Clarkson PLC Announces Board Changes

First half earnings released

New 90-day low - €22.50

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts

Future Return on Equity

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Company Analysis and Financial Data Status

Data Sources

Analysis Model and Snowflake

Industry and Sector Metrics

Analyst Sources