Beijer Ref (LSE:0A0H) - Stock Price, News & Analysis

0A0H Stock Overview

Provides refrigeration, air conditioning, and heating solutions worldwide.

0A0H fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	2/6
Past Performance	5/6
Financial Health	6/6
Dividends	0/6

Rewards

Earnings are forecast to grow 8.7% per year

Earnings grew by 82.3% over the past year

Risk Analysis

No risks detected for 0A0H from our risk checks.

Beijer Ref AB (publ) Competitors

Diploma

LSE:DPLM

UK£5.5b

Howden Joinery Group

LSE:HWDN

UK£5.0b

RS Group

LSE:RS1

UK£3.4b

Bunzl

LSE:BNZL

UK£9.9b

Price History & Performance

Summary of all time highs, changes and price drops for Beijer Ref
Historical stock prices
Current Share Price	kr170.15
52 Week High	kr174.85
52 Week Low	kr98.50
Beta	1.56
1 Month Change	8.64%
3 Month Change	15.42%
1 Year Change	5.68%
3 Year Change	17.01%
5 Year Change	137.64%
Change since IPO	2,330.71%

Recent updates

Shareholder Returns

	0A0H	GB Trade Distributors	GB Market
7D	1.5%	-1.1%	-1.0%
1Y	5.7%	10.0%	5.8%

Return vs Industry: 0A0H underperformed the UK Trade Distributors industry which returned 10% over the past year.

Return vs Market: 0A0H matched the UK Market which returned 5.8% over the past year.

Price Volatility

Is 0A0H's price volatile compared to industry and market?
0A0H volatility
0A0H Average Weekly Movement	5.4%
Trade Distributors Industry Average Movement	4.0%
Market Average Movement	5.0%
10% most volatile stocks in GB Market	11.1%
10% least volatile stocks in GB Market	2.7%

Stable Share Price: 0A0H has not had significant price volatility in the past 3 months.

Volatility Over Time: 0A0H's weekly volatility (5%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1866	6,175	Christopher Norbye	www.beijerref.com

Beijer Ref AB (publ), together with its subsidiaries, provides refrigeration, air conditioning, and heating solutions worldwide. It operates through three segments: Commercial and Industrial Refrigeration, Heating, Ventilation, and Air Conditioning (HVAC), and Original Equipment Manufacturer (OEM). The company primarily offers cooling components, air conditioning units, and heat pumps.

Beijer Ref AB (publ) Fundamentals Summary

How do Beijer Ref's earnings and revenue compare to its market cap?
0A0H fundamental statistics
Market cap	kr86.23b
Earnings (TTM)	kr2.42b
Revenue (TTM)	kr32.45b

35.6x

P/E Ratio

2.7x

P/S Ratio

Is 0A0H overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0A0H income statement (TTM)
Revenue	kr32.45b
Cost of Revenue	kr22.07b
Gross Profit	kr10.38b
Other Expenses	kr7.96b
Earnings	kr2.42b

Last Reported Earnings

Mar 31, 2024

Next Earnings Date

Jul 19, 2024

Earnings per share (EPS)	4.78
Gross Margin	31.99%
Net Profit Margin	7.47%
Debt/Equity Ratio	34.0%

How did 0A0H perform over the long term?

See historical performance and comparison

Dividends

0.8%

Current Dividend Yield

27%

Payout Ratio

Does 0A0H pay a reliable dividends?

See 0A0H dividend history and benchmarks

When do you need to buy 0A0H by to receive an upcoming dividend?
Beijer Ref dividend dates
Ex Dividend Date	Oct 24 2024
Dividend Pay Date	Oct 30 2024
Days until Ex dividend	145 days
Days until Dividend pay date	151 days

Does 0A0H pay a reliable dividends?

See 0A0H dividend history and benchmarks

0A0H Stock Overview

Rewards

Risk Analysis

Beijer Ref AB (publ) Competitors

LSE:DPLM

UK£5.5b

LSE:HWDN

UK£5.0b

LSE:RS1

UK£3.4b

LSE:BNZL

UK£9.9b

Price History & Performance

Recent News & Updates

Investor sentiment deteriorates as stock falls 21%

Insufficient new directors

Beijer Ref AB (Publ) Approves Dividend for the Financial Year 2023, Payable on 30 April 2024 and 30 October 2024

Upcoming dividend of kr0.65 per share

Now 21% overvalued after recent price rise

Full year 2023 earnings released: EPS: kr4.88 (vs kr3.28 in FY 2022)

Recent updates

Investor sentiment deteriorates as stock falls 21%

Insufficient new directors

Beijer Ref AB (Publ) Approves Dividend for the Financial Year 2023, Payable on 30 April 2024 and 30 October 2024

Upcoming dividend of kr0.65 per share

Now 21% overvalued after recent price rise

Full year 2023 earnings released: EPS: kr4.88 (vs kr3.28 in FY 2022)

Beijer Ref AB (publ) Proposes Dividend, Payable on 30 April 2024 and 30 October 2024

Final dividend of kr0.65 announced

Full year 2023 earnings released: EPS: kr4.88 (vs kr3.28 in FY 2022)

Beijer Ref AB (publ) to Report Fiscal Year 2023 Results on Mar 28, 2024

Beijer Ref AB (publ) to Report Q4, 2024 Results on Jan 31, 2025

Investor sentiment improves as stock rises 16%

Beijer Ref AB (publ) to Report Q3, 2024 Results on Oct 24, 2024

Investor sentiment improves as stock rises 27%

New minor risk - Share price stability

Beijer Ref AB (publ) (OM:BEIJ B) signed an agreement to acquire Turner Engineering WA Pty Ltd.

Third quarter 2023 earnings released: EPS: kr1.10 (vs kr1.12 in 3Q 2022)

Investor sentiment improves as stock rises 23%

Upcoming dividend of kr0.47 per share at 0.9% yield

Beijer Ref AB (publ), Annual General Meeting, Apr 23, 2024

Now 20% undervalued after recent price drop

Investor sentiment improves as stock rises 19%

Independent Director recently bought kr1.3m worth of stock

Independent Director recently bought kr1.4m worth of stock

Second quarter 2023 earnings released: EPS: kr1.39 (vs kr1.08 in 2Q 2022)

Investor sentiment deteriorates as stock falls 17%

Beijer Ref AB (publ) (OM:BEIJ B) signed an agreement to acquire CFD.

Investor sentiment deteriorates as stock falls 17%

Beijer Ref AB (publ) Announces CFO Change

Investor sentiment deteriorates as stock falls 20%

Upcoming dividend of kr0.47 per share at 0.5% yield

Investor sentiment deteriorates as stock falls 26%

Full year 2022 earnings released: EPS: kr3.28 (vs kr2.58 in FY 2021)

Investor sentiment deteriorates as stock falls 23%

Investor sentiment deteriorates as stock falls 15%

Independent Director recently sold kr1.7m worth of stock

Investor sentiment deteriorates as stock falls 23%

Investor sentiment deteriorates as stock falls 26%

Full year 2022 earnings released: EPS: kr3.28 (vs kr2.58 in FY 2021)

Investor sentiment deteriorates as stock falls 20%

Beijer Ref AB (Publ) Proposes Dividend

Investor sentiment deteriorated over the past week

Beijer Ref AB (publ) to Report Fiscal Year 2022 Results on Apr 04, 2023

Beijer Ref AB (publ) to Report Q4, 2023 Results on Jan 31, 2024

Independent Director recently bought kr108k worth of stock

Now 21% undervalued

CEO & President recently bought kr450k worth of stock

Beijer Ref AB (publ) (OM:BEIJ B) and the management of Heritage Distribution Holdings signed a binding agreement to Heritage Distribution Holdings from Gryphon Heritage Partners, L.P. managed by Gryphon Investors Inc and the management of Heritage Distribution for $1.3 billion.

Investor sentiment deteriorated over the past week

Investor sentiment deteriorated over the past week

High number of new directors

Investor sentiment deteriorated over the past week

Beijer Ref AB (publ) (OM:BEIJ B) Completed the acquisition of 51% stake in Australian Airconditioning Distributors Pty Ltd and HVAC Consolidated Pty Ltd from Coldflow Airconditioning Pty Ltd and Aircon Concepts Pty Ltd.

Investor sentiment improved over the past week

Third quarter 2022 earnings released: EPS: kr1.12 (vs kr0.65 in 3Q 2021)

Beijer Ref AB (publ), Annual General Meeting, Apr 25, 2023

Beijer Ref AB (Publ) Announces Board Appointments

Beijer Ref AB (publ) (OM:BEIJ B) acquired 80% stake in Easyairconditioning Limited.

Investor sentiment improved over the past week