Compagnie Lebon engages in the real estate, hospitality, and capital investment businesses in France.
Established dividend payer and fair value.
Share Price & News
How has Compagnie Lebon's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: LBON has not had significant price volatility in the past 3 months.
7 Day Return
FR Capital Markets
1 Year Return
FR Capital Markets
Return vs Industry: LBON underperformed the French Capital Markets industry which returned 6.2% over the past year.
Return vs Market: LBON underperformed the French Market which returned 17.1% over the past year.
Price Volatility Vs. Market
How volatile is Compagnie Lebon's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 weeks ago | Simply Wall StShould We Worry About Compagnie Lebon's (EPA:LBON) P/E Ratio?
1 month ago | Simply Wall StIs Compagnie Lebon (EPA:LBON) A Great Dividend Stock?
2 months ago | Simply Wall StWhat Did Compagnie Lebon's (EPA:LBON) CEO Take Home Last Year?
Is Compagnie Lebon undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: LBON (€125.5) is trading below our estimate of fair value (€212.76)
Significantly Below Fair Value: LBON is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: LBON is poor value based on its PE Ratio (26.1x) compared to the Capital Markets industry average (25.8x).
PE vs Market: LBON is poor value based on its PE Ratio (26.1x) compared to the French market (18.7x).
Price to Earnings Growth Ratio
PEG Ratio: LBON is poor value based on its PEG Ratio (1.7x)
Price to Book Ratio
PB vs Industry: LBON is good value based on its PB Ratio (0.9x) compared to the FR Capital Markets industry average (1.2x).
How is Compagnie Lebon forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: LBON's forecast earnings growth (15.8% per year) is above the savings rate (-0.1%).
Earnings vs Market: LBON's earnings (15.8% per year) are forecast to grow faster than the French market (13% per year).
High Growth Earnings: LBON's earnings are forecast to grow, but not significantly.
Revenue vs Market: LBON's revenue (13% per year) is forecast to grow faster than the French market (4.6% per year).
High Growth Revenue: LBON's revenue (13% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: LBON's Return on Equity is forecast to be low in 3 years time (4.1%).
How has Compagnie Lebon performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: LBON has a large one-off gain of €19.5M impacting its June 30 2019 financial results.
Growing Profit Margin: LBON's current net profit margins (10.1%) are lower than last year (21.8%).
Past Earnings Growth Analysis
Earnings Trend: LBON's earnings have declined by -5.7% per year over the past 5 years.
Accelerating Growth: LBON's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: LBON had negative earnings growth (-54.4%) over the past year, making it difficult to compare to the Capital Markets industry average (-1.4%).
Return on Equity
High ROE: LBON's Return on Equity (4.9%) is considered low.
Return on Assets
Return on Capital Employed
How is Compagnie Lebon's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Inventory Level: LBON has a high level of physical assets or inventory.
Debt Coverage by Assets: LBON's debt is not covered by short term assets (assets are 0.7x debt).
Financial Institutions Analysis
Asset Level: LBON's level of assets compared to its equity is low.
Allowance for Bad Loans: Insufficient data to determine if LBON has a sufficient allowance for bad loans.
Low Risk Liabilities: LBON reports no customer deposits, loans are made up entirely of externally borrowed funds.
Loan Level: Insufficient data to determine if LBON has an acceptable proportion of non-loan assets held.
Low Risk Deposits: LBON has advanced significantly more loans than the customer deposits it holds.
Level of Bad Loans: Insufficient data to determine if LBON has an appropriate level of bad loans.
What is Compagnie Lebon's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: LBON's dividend (1.99%) is higher than the bottom 25% of dividend payers in the French market (1.53%).
High Dividend: LBON's dividend (1.99%) is low compared to the top 25% of dividend payers in the French market (4.5%).
Stability and Growth of Payments
Stable Dividend: LBON's dividends per share have been stable in the past 10 years.
Growing Dividend: LBON's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (52%), LBON's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: LBON's dividends in 3 years are forecast to be well covered by earnings (47.9% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Philippe Depoux (58yo)
Mr. Philippe Depoux is Chief Executive Officer at Compagnie Lebon since September 4, 2017. He served as the Chief Executive Officer of Gecina SA since June 3, 2013 until January 6, 2017. Mr. Depoux is also ...
CEO Compensation Analysis
Compensation vs Market: Philippe's total compensation ($USD555.19K) is above average for companies of similar size in the French market ($USD402.00K).
Compensation vs Earnings: Insufficient data to compare Philippe's compensation with company performance.
|Chief Executive Officer||2.4yrs||€514.44k||no data|
|Administrative and Financial Director||0yrs||no data||no data|
|Chief Accountant||0yrs||no data||no data|
|Technical Manager||0.3yrs||no data||no data|
|Director for Legal Affairs||0.3yrs||no data||no data|
|Head of Financial Communication||0yrs||no data||no data|
|Marketing Officer||0.3yrs||no data||no data|
|Human Resources Director||0yrs||no data||no data|
|Managing Director||0.3yrs||no data||no data|
|Deputy Chief Executive Officer of Esprit de France||0yrs||no data||no data|
Experienced Management: LBON's management team is not considered experienced ( 0.3 years average tenure), which suggests a new team.
|Non-Voting Director||0yrs||€3.95k||no data|
|Honorary Chairman||0yrs||no data||no data|
|Chairman of the Board||2.3yrs||€10.05k||0.00096% €1.4k|
|Independent Director||5.7yrs||€9.85k||0.00088% €1.3k|
|Independent Director||15.7yrs||€6.29k||no data|
Experienced Board: LBON's board of directors are considered experienced (4.7 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Compagnie Lebon's company bio, employee growth, exchange listings and data sources
- Name: Compagnie Lebon
- Ticker: LBON
- Exchange: ENXTPA
- Founded: 1847
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: €146.172m
- Shares outstanding: 1.14m
- Website: https://www.compagnielebon.fr
Number of Employees
- Compagnie Lebon
- 24 Murillo Street
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|LBON||ENXTPA (Euronext Paris)||Yes||Share Capital||FR||EUR||Jan 1992|
|0OR0||LSE (London Stock Exchange)||Yes||Share Capital||GB||EUR||Jan 1992|
|LBONP||BATS-CHIXE (BATS 'Chi-X Europe')||Yes||Share Capital||GB||EUR||Jan 1992|
Compagnie Lebon engages in the real estate, hospitality, and capital investment businesses in France. The company develops and manages real estate assets, such as offices, houses, stores, and industrial and commercial properties; and owns and operates nine boutique hotels in Paris and a five-star hotel in Aix-en-Provence under the ESPRIT DE FRANCE brand, as well as manages Allevard spa center. It is also involved in the management of investment funds in the venture capital sector and leveraged buyouts; and investment in funds in French or foreign firms, or new business start-ups. The company was founded in 1847 and is based in Paris, France. Compagnie Lebon is a subsidiary of France Participations Sa.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/02/20 20:51|
|End of Day Share Price||2020/02/20 00:00|
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.