Rothschild & Co SCA provides global advisory and merchant banking services worldwide. More Details
Very undervalued with adequate balance sheet.
Share Price & News
How has Rothschild & Co's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: ROTHP is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: ROTHP's weekly volatility (5%) has been stable over the past year.
7 Day Return
GB Capital Markets
1 Year Return
GB Capital Markets
Return vs Industry: ROTHP exceeded the UK Capital Markets industry which returned -1% over the past year.
Return vs Market: ROTHP exceeded the UK Market which returned -10% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Rothschild & Co's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is Rothschild & Co 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: ROTHP (€26.9) is trading below our estimate of fair value (€55.04)
Significantly Below Fair Value: ROTHP is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: ROTHP is good value based on its PE Ratio (11.6x) compared to the GB Capital Markets industry average (18.9x).
PE vs Market: ROTHP is good value based on its PE Ratio (11.6x) compared to the UK market (20.4x).
Price to Earnings Growth Ratio
PEG Ratio: ROTHP is good value based on its PEG Ratio (0.4x)
Price to Book Ratio
PB vs Industry: ROTHP is good value based on its PB Ratio (0.9x) compared to the GB Capital Markets industry average (1.3x).
How is Rothschild & Co forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ROTHP's forecast earnings growth (30.8% per year) is above the savings rate (1.2%).
Earnings vs Market: ROTHP's earnings (30.8% per year) are forecast to grow faster than the UK market (27.3% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: ROTHP's revenue (5.1% per year) is forecast to grow slower than the UK market (6.7% per year).
High Growth Revenue: ROTHP's revenue (5.1% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ROTHP's Return on Equity is forecast to be low in 3 years time (10%).
How has Rothschild & Co performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ROTHP has high quality earnings.
Growing Profit Margin: ROTHP's current net profit margins (8.9%) are lower than last year (13.3%).
Past Earnings Growth Analysis
Earnings Trend: ROTHP's earnings have grown by 6.4% per year over the past 5 years.
Accelerating Growth: ROTHP's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: ROTHP had negative earnings growth (-35.5%) over the past year, making it difficult to compare to the Capital Markets industry average (1.8%).
Return on Equity
High ROE: ROTHP's Return on Equity (12.7%) is considered low.
How is Rothschild & Co's financial position?
Financial Position Analysis
Short Term Liabilities: ROTHP's short term assets (€11.3B) exceed its short term liabilities (€10.8B).
Long Term Liabilities: ROTHP's short term assets (€11.3B) exceed its long term liabilities (€666.5M).
Debt to Equity History and Analysis
Debt Level: ROTHP's debt to equity ratio (19.4%) is considered satisfactory.
Reducing Debt: ROTHP's debt to equity ratio has reduced from 23.4% to 19.4% over the past 5 years.
Debt Coverage: ROTHP's operating cash flow is negative, therefore debt is not well covered.
Interest Coverage: Insufficient data to determine if ROTHP's interest payments on its debt are well covered by EBIT.
What is Rothschild & Co current dividend yield, its reliability and sustainability?
Forecast Dividend Yield
Dividend Yield vs Market
Notable Dividend: Unable to evaluate ROTHP's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate ROTHP's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if ROTHP's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if ROTHP's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: ROTHP is not paying a notable dividend for the UK market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of ROTHP's dividend in 3 years as they are not forecast to pay a notable one for the UK market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Alexandre de Rothschild (40 yo)
Mr. Alexandre de Rothschild serves as an Executive Chairman of Rothschild & Co Gestion at Rothschild & Co SCA since May 17, 2018. He served as Deputy Chairman of the Board of Directors at Rothschild & Co B...
CEO Compensation Analysis
Compensation vs Market: Alexandre's total compensation ($USD604.25K) is below average for companies of similar size in the UK market ($USD1.79M).
Compensation vs Earnings: Alexandre's compensation has been consistent with company performance over the past year.
|Executive Chairman of Management Board - Rothschild & Co Gestion||2.5yrs||€507.51k||0.026% |
|Vice president||no data||no data||no data|
|Group CFO & Group COO of Rothschild & Co Gestion||no data||no data||no data|
|Managing Partner||no data||€808.00k||no data|
|Managing Partner||no data||no data||no data|
|Managing Partner & Member of Management Board - Rothschild & Co Gestion||2.33yrs||no data||no data|
|Managing Director of Global Advisory Division - North America||no data||no data||no data|
|Managing Director||no data||no data||no data|
|Managing director||no data||no data||no data|
|Managing Director||no data||no data||no data|
|Managing Director||5.08yrs||no data||no data|
|Deputy Chairman||no data||no data||no data|
Experienced Management: ROTHP's management team is considered experienced (2.5 years average tenure).
|Vice Chairman of the Supervisory Board||2.5yrs||€30.00k||0.000020% |
|Independent Member of Supervisory Board||6.17yrs||€37.50k||0.000010% |
|Non-Independent Member of Supervisory Board||8.67yrs||€239.50k||0.000010% |
|Non-Independent Member of Supervisory Board||8.42yrs||€262.50k||0.000010% |
|Independent Vice Chairman of the Supervisory Board||2.5yrs||€25.00k||0.000010% |
|Chairman of the Supervisory Board||2.5yrs||€62.50k||0.0034% |
|Independent Member of Supervisory Board||0.67yr||no data||no data|
|Independent Member of Supervisory Board||6.17yrs||€35.00k||0.0027% |
|Independent Member of Supervisory Board||6.17yrs||€40.00k||0.000010% |
|Vice-Chairwoman of Supervisory Board||0.83yr||€56.00k||0.017% |
|Non-Independent Member of Supervisory Board||6.17yrs||€746.50k||0.000010% |
|Member of Supervisory Board||8.42yrs||€30.00k||0.000010% |
Experienced Board: ROTHP's board of directors are considered experienced (6.2 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.
Rothschild & Co SCA's company bio, employee growth, exchange listings and data sources
- Name: Rothschild & Co SCA
- Ticker: ROTHP
- Exchange: BATS-CHIXE
- Founded: 1838
- Industry: Diversified Capital Markets
- Sector: Diversified Financials
- Market Cap: €1.976b
- Shares outstanding: 73.47m
- Website: https://www.rothschildandco.com
Number of Employees
- Rothschild & Co SCA
- 23 Bis Avenue de Messine
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|ROTH||ENXTPA (Euronext Paris)||Yes||Common Shares||FR||EUR||Jan 1992|
|0FPB||LSE (London Stock Exchange)||Yes||Common Shares||GB||EUR||Jan 1992|
|PIEJ.F||OTCPK (Pink Sheets LLC)||Yes||Common Shares||US||USD||Jan 1992|
|ROTHP||BATS-CHIXE (BATS 'Chi-X Europe')||Yes||Common Shares||GB||EUR||Jan 1992|
|13F||DB (Deutsche Boerse AG)||Yes||Common Shares||DE||EUR||Jan 1992|
Rothschild & Co SCA provides global advisory and merchant banking services worldwide. The company offers merger and acquisition, strategic advisory, debt advisory and restructuring, and equity advisory ser...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/11/26 18:44|
|End of Day Share Price||2020/11/25 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.