BATS-CHIXE:ROTHP

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Executive Summary

Rothschild & Co SCA provides global advisory and merchant banking services worldwide. More Details


Snowflake Analysis

Very undervalued with adequate balance sheet.


Similar Companies

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.


Market Performance


7 Day Return

0.9%

ROTHP

-1.8%

GB Capital Markets

0.0002%

GB Market


1 Year Return

8.2%

ROTHP

-1.0%

GB Capital Markets

-10.0%

GB Market

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.


Shareholder returns

ROTHPIndustryMarket
7 Day0.9%-1.8%0.0002%
30 Day16.5%4.2%10.0%
90 Day18.8%0.3%7.0%
1 Year8.2%8.2%2.4%-1.0%-6.4%-10.0%
3 Year-10.2%-14.6%24.6%10.0%1.3%-11.1%
5 Year22.6%11.0%64.2%34.7%25.7%-2.9%

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

Valuation

Is Rothschild & Co undervalued compared to its fair value and its price relative to the market?

>50%

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).


Next Steps

Future Growth

How is Rothschild & Co forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?

30.8%

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%).


Next Steps

Past Performance

How has Rothschild & Co performed over the past 5 years?

6.4%

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.


Next Steps

Financial Health

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.


Balance Sheet


Next Steps

Dividend

What is Rothschild & Co current dividend yield, its reliability and sustainability?

3.77%

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.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.5yrs

Average management tenure


CEO

Alexandre de Rothschild (40 yo)

2.5yrs

Tenure

€507,508

Compensation

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.


Leadership Team

NamePositionTenureCompensationOwnership
Alexandre de Rothschild
Executive Chairman of Management Board - Rothschild & Co Gestion2.5yrs€507.51k0.026%
€ 514.2k
Vincent Manès
Vice presidentno datano datano data
Mark Crump
Group CFO & Group COO of Rothschild & Co Gestionno datano datano data
Marc-Olivier Laurent
Managing Partnerno data€808.00kno data
Robert Leitão
Managing Partnerno datano datano data
François Pérol
Managing Partner & Member of Management Board - Rothschild & Co Gestion2.33yrsno datano data
James Ben
Managing Director of Global Advisory Division - North Americano datano datano data
Alessandro Clerici
Managing Directorno datano datano data
Cyril de Mont-Marin
Managing directorno datano datano data
Raphael Fassier
Managing Directorno datano datano data
Virginie Lazes
Managing Director5.08yrsno datano data
Christopher Lawrence
Deputy Chairmanno datano datano data

2.5yrs

Average Tenure

57yo

Average Age

Experienced Management: ROTHP's management team is considered experienced (2.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Éric de Rothschild
Vice Chairman of the Supervisory Board2.5yrs€30.00k0.000020%
€ 395.2
Carole Piwnica
Independent Member of Supervisory Board6.17yrs€37.50k0.000010%
€ 197.6
Sylvain Héfès
Non-Independent Member of Supervisory Board8.67yrs€239.50k0.000010%
€ 197.6
Sipko Schat
Non-Independent Member of Supervisory Board8.42yrs€262.50k0.000010%
€ 197.6
Adam Phillip Charles Keswick
Independent Vice Chairman of the Supervisory Board2.5yrs€25.00k0.000010%
€ 197.6
David R. de Rothschild
Chairman of the Supervisory Board2.5yrs€62.50k0.0034%
€ 67.8k
Peter Estlin
Independent Member of Supervisory Board0.67yrno datano data
Daniel Daeniker
Independent Member of Supervisory Board6.17yrs€35.00k0.0027%
€ 54.1k
Luisa Todini
Independent Member of Supervisory Board6.17yrs€40.00k0.000010%
€ 197.6
Lucie Maurel-Aubert
Vice-Chairwoman of Supervisory Board0.83yr€56.00k0.017%
€ 339.1k
Arielle de Rothschild
Non-Independent Member of Supervisory Board6.17yrs€746.50k0.000010%
€ 197.6
Anthony de Rothschild
Member of Supervisory Board8.42yrs€30.00k0.000010%
€ 197.6

6.2yrs

Average Tenure

58yo

Average Age

Experienced Board: ROTHP's board of directors are considered experienced (6.2 years average tenure).


Ownership

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.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Rothschild & Co SCA's company bio, employee growth, exchange listings and data sources


Key Information

  • 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


Location

  • Rothschild & Co SCA
  • 23 Bis Avenue de Messine
  • Paris
  • Ile-de-France
  • 75008
  • France

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
ROTHENXTPA (Euronext Paris)YesCommon SharesFREURJan 1992
0FPBLSE (London Stock Exchange)YesCommon SharesGBEURJan 1992
PIEJ.FOTCPK (Pink Sheets LLC)YesCommon SharesUSUSDJan 1992
ROTHPBATS-CHIXE (BATS 'Chi-X Europe')YesCommon SharesGBEURJan 1992
13FDB (Deutsche Boerse AG)YesCommon SharesDEEURJan 1992

Biography

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

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/11/26 18:44
End of Day Share Price2020/11/25 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


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.