ROTH Stock Overview
Rothschild & Co SCA provides global advisory, wealth and asset management, and merchant banking services in France, the United Kingdom, the Channel Islands, the Americas, rest of Europe, Switzerland, Australia, Asia, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 3/6 |
My Notes
Capture your thoughts, links and company narrative
Rothschild & Co SCA Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €38.35 |
| 52 Week High | €48.05 |
| 52 Week Low | €31.40 |
| Beta | 0.77 |
| 1 Month Change | 0% |
| 3 Month Change | -17.44% |
| 1 Year Change | 16.92% |
| 3 Year Change | 66.74% |
| 5 Year Change | 9.26% |
| Change since IPO | 1,178.35% |
Recent News & Updates
Recent updates
We Ran A Stock Scan For Earnings Growth And Rothschild & Co (EPA:ROTH) Passed With Ease
Jan 18
Here's Why We Think Rothschild & Co (EPA:ROTH) Is Well Worth Watching
Oct 12Here's Why Rothschild & Co (EPA:ROTH) Has Caught The Eye Of Investors
Jul 13With EPS Growth And More, Rothschild & Co (EPA:ROTH) Is Interesting
Mar 28Here's Why We Think Rothschild & Co (EPA:ROTH) Is Well Worth Watching
Dec 22I Ran A Stock Scan For Earnings Growth And Rothschild & Co (EPA:ROTH) Passed With Ease
Sep 19Brokers Are Upgrading Their Views On Rothschild & Co SCA (EPA:ROTH) With These New Forecasts
May 18We Think The Compensation For Rothschild & Co SCA's (EPA:ROTH) CEO Looks About Right
May 13Here's What You Should Know About Rothschild & Co SCA's (EPA:ROTH) 2.2% Dividend Yield
Apr 08Rothschild & Co SCA Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Mar 13Could The Rothschild & Co SCA (EPA:ROTH) Ownership Structure Tell Us Something Useful?
Mar 03The Rothschild & Co (EPA:ROTH) Share Price Has Gained 34% And Shareholders Are Hoping For More
Jan 27Do Institutions Own Rothschild & Co SCA (EPA:ROTH) Shares?
Dec 02Shareholder Returns
| ROTH | FR Capital Markets | FR Market | |
|---|---|---|---|
| 7D | 0% | -0.4% | -0.4% |
| 1Y | 16.9% | 12.8% | -4.1% |
Return vs Industry: ROTH exceeded the French Capital Markets industry which returned -0.5% over the past year.
Return vs Market: ROTH exceeded the French Market which returned 10.3% over the past year.
Price Volatility
| ROTH volatility | |
|---|---|
| ROTH Average Weekly Movement | 4.7% |
| Capital Markets Industry Average Movement | 2.8% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in FR Market | 9.6% |
| 10% least volatile stocks in FR Market | 2.3% |
Stable Share Price: ROTH has not had significant price volatility in the past 3 months.
Volatility Over Time: ROTH's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1838 | 4,883 | Alexandre de Rothschild | www.rothschildandco.com |
Rothschild & Co SCA provides global advisory, wealth and asset management, and merchant banking services in France, the United Kingdom, the Channel Islands, the Americas, rest of Europe, Switzerland, Australia, Asia, and internationally. The company offers merger and acquisition, and strategic advisory solutions; debt advisory and restructuring services; and equity advisory services, such as equity capital markets (ECM) advisory, private capital, and investor advisory and marketing services. It also provides wealth management services to successful families, individuals, foundations, and charities; and asset management services comprising bespoke investment management and advisory services to institutional clients, financial intermediaries, and third-party distributors.
Rothschild & Co SCA Fundamentals Summary
| ROTH fundamental statistics | |
|---|---|
| Market cap | €2.85b |
| Earnings (TTM) | €480.41m |
| Revenue (TTM) | €2.93b |
5.9x
P/E Ratio1.0x
P/S RatioIs ROTH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ROTH income statement (TTM) | |
|---|---|
| Revenue | €2.93b |
| Cost of Revenue | €102.45m |
| Gross Profit | €2.83b |
| Other Expenses | €2.35b |
| Earnings | €480.41m |
Last Reported Earnings
Jun 30, 2023
Next Earnings Date
Nov 07, 2023
| Earnings per share (EPS) | 6.47 |
| Gross Margin | 96.50% |
| Net Profit Margin | 16.40% |
| Debt/Equity Ratio | 18.1% |
How did ROTH perform over the long term?
See historical performance and comparisonDividends
3.7%
Current Dividend Yield22%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2023/10/12 02:48 |
| End of Day Share Price | 2023/10/10 00:00 |
| Earnings | 2023/06/30 |
| Annual Earnings | 2022/12/31 |
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 |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
Rothschild & Co SCA is covered by 5 analysts. 2 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 |
|---|---|
| Jeremy Sigee | BNP Paribas Exane |
| Pierre Chedeville | CIC Market Solutions (ESN) |
| Maxence Patrick Le Gouvello du Timat | Credit Suisse |