James Fisher and Sons
Market Cap
UK£593.6m
Last Updated
2020/10/28 21:15 UTC
Data Sources
Company Financials +
Executive Summary
James Fisher and Sons plc, together with its subsidiaries, provides marine and specialist engineering services worldwide. More Details
Rewards
Risk Analysis
Snowflake Analysis
Excellent balance sheet with moderate growth potential.
Share Price & News
How has James Fisher and Sons's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: FSJ has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
-7.0%
FSJ
-5.9%
GB Infrastructure
-3.4%
GB Market
1 Year Return
-39.6%
FSJ
-35.5%
GB Infrastructure
-19.7%
GB Market
Return vs Industry: FSJ underperformed the UK Infrastructure industry which returned -35.5% over the past year.
Return vs Market: FSJ underperformed the UK Market which returned -19.7% over the past year.
Shareholder returns
| FSJ | Industry | Market | |
|---|---|---|---|
| 7 Day | -7.0% | -5.9% | -3.4% |
| 30 Day | 5.9% | -1.2% | -4.5% |
| 90 Day | 0.2% | -2.6% | -5.1% |
| 1 Year | -39.2%-39.6% | -26.1%-35.5% | -16.6%-19.7% |
| 3 Year | -22.5%-25.7% | -27.1%-40.4% | -12.8%-23.6% |
| 5 Year | 32.2%22.5% | 17.2%-7.6% | 9.9%-14.9% |
Price Volatility Vs. Market
How volatile is James Fisher and Sons's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Estimating The Intrinsic Value Of James Fisher and Sons plc (LON:FSJ)3 weeks ago | Simply Wall St
Can Mixed Fundamentals Have A Negative Impact on James Fisher and Sons plc (LON:FSJ) Current Share Price Momentum?1 month ago | Simply Wall St
Read This Before Considering James Fisher and Sons plc (LON:FSJ) For Its Upcoming UK£0.08 DividendValuation
Is James Fisher and Sons undervalued compared to its fair value and its price relative to the market?
15.1%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: FSJ (£11.78) is trading below our estimate of fair value (£13.87)
Significantly Below Fair Value: FSJ is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: FSJ is poor value based on its PE Ratio (24x) compared to the XE Infrastructure industry average (16.6x).
PE vs Market: FSJ is poor value based on its PE Ratio (24x) compared to the UK market (17.8x).
Price to Earnings Growth Ratio
PEG Ratio: FSJ is good value based on its PEG Ratio (0.9x)
Price to Book Ratio
PB vs Industry: FSJ is overvalued based on its PB Ratio (1.9x) compared to the GB Infrastructure industry average (0.9x).
Next Steps
Future Growth
How is James Fisher and Sons forecast to perform in the next 1 to 3 years based on estimates from 4 analysts?
26.6%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: FSJ's forecast earnings growth (26.6% per year) is above the savings rate (1.2%).
Earnings vs Market: FSJ's earnings (26.6% per year) are forecast to grow faster than the UK market (23.9% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: FSJ's revenue (4.6% per year) is forecast to grow slower than the UK market (5.8% per year).
High Growth Revenue: FSJ's revenue (4.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: FSJ's Return on Equity is forecast to be low in 3 years time (12.3%).
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Past Performance
How has James Fisher and Sons performed over the past 5 years?
-1.9%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: FSJ has high quality earnings.
Growing Profit Margin: FSJ's current net profit margins (4.2%) are lower than last year (7.6%).
Past Earnings Growth Analysis
Earnings Trend: FSJ's earnings have declined by 1.9% per year over the past 5 years.
Accelerating Growth: FSJ's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: FSJ had negative earnings growth (-44.4%) over the past year, making it difficult to compare to the Infrastructure industry average (-47.7%).
Return on Equity
High ROE: FSJ's Return on Equity (7.9%) is considered low.
Next Steps
Financial Health
How is James Fisher and Sons's financial position?
Financial Position Analysis
Short Term Liabilities: FSJ's short term assets (£274.3M) exceed its short term liabilities (£198.2M).
Long Term Liabilities: FSJ's short term assets (£274.3M) exceed its long term liabilities (£216.8M).
Debt to Equity History and Analysis
Debt Level: FSJ's debt to equity ratio (60.4%) is considered high.
Reducing Debt: FSJ's debt to equity ratio has reduced from 62.8% to 60.4% over the past 5 years.
Debt Coverage: FSJ's debt is well covered by operating cash flow (48.1%).
Interest Coverage: FSJ's interest payments on its debt are well covered by EBIT (6.6x coverage).
Balance Sheet
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Dividend
What is James Fisher and Sons's current dividend yield, its reliability and sustainability?
1.36%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: FSJ's dividend (1.36%) isn’t notable compared to the bottom 25% of dividend payers in the UK market (1.87%).
High Dividend: FSJ's dividend (1.36%) is low compared to the top 25% of dividend payers in the UK market (5.39%).
Stability and Growth of Payments
Stable Dividend: FSJ's dividend payments have been volatile in the past 10 years.
Growing Dividend: FSJ's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (16.3%), FSJ's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: FSJ's dividends in 3 years are forecast to be well covered by earnings (40% payout ratio).
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Management
How experienced are the management team and are they aligned to shareholders interests?
2.6yrs
Average management tenure
CEO
Eoghan O'Lionaird
1
Tenure
UK£889,000
Compensation
Mr. Eoghan O’Lionaird has served as Chief Executive Officer at James Fisher and Sons plc since October 01, 2019 and has been Executive Director since he joined in September 2019. He was Business Group Dire ...
CEO Compensation Analysis
Compensation vs Market: Eoghan's total compensation ($USD1.15M) is about average for companies of similar size in the UK market ($USD1.15M).
Compensation vs Earnings: Insufficient data to compare Eoghan's compensation with company performance.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Executive Director | 1yr | UK£889.00k | 0.026% £ 157.2k | |
| Group Finance Director & Executive Director | 9.83yrs | UK£733.00k | 0.14% £ 846.4k | |
| Executive Officer | 2.58yrs | UK£428.00k | no data | |
| Group General Counsel & Company Secretary | no data | no data | no data | |
| Group Head of Human Resources | no data | no data | no data |
2.6yrs
Average Tenure
Experienced Management: FSJ's management team is considered experienced (2.6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Executive Director | 1yr | UK£889.00k | 0.026% £ 157.2k | |
| Group Finance Director & Executive Director | 9.83yrs | UK£733.00k | 0.14% £ 846.4k | |
| Independent Non-Executive Director | 2.67yrs | UK£65.00k | 0.0063% £ 37.1k | |
| Chairman of the Board | 2.42yrs | UK£205.00k | 0.026% £ 153.1k | |
| Independent Non-Executive Director | 7.17yrs | UK£53.00k | no data | |
| Senior Independent Director | 1.58yrs | UK£61.00k | no data | |
| Independent Non-Executive Director | 1.58yrs | UK£44.00k | no data |
2.4yrs
Average Tenure
60yo
Average Age
Experienced Board: FSJ's board of directors are not considered experienced ( 2.4 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: FSJ insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
James Fisher and Sons plc's company bio, employee growth, exchange listings and data sources
Key Information
- Name: James Fisher and Sons plc
- Ticker: FSJ
- Exchange: LSE
- Founded: 1847
- Industry: Marine Ports and Services
- Sector: Transportation
- Market Cap: UK£593.565m
- Shares outstanding: 50.39m
- Website: https://www.james-fisher.com
Number of Employees
Location
- James Fisher and Sons plc
- Fisher House
- Michaelson Road
- Barrow-in-Furness
- Cumbria
- LA14 1HR
- United Kingdom
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| FSJ | LSE (London Stock Exchange) | Yes | Ordinary Shares | GB | GBP | Jan 1992 |
| 6FJ | BST (Boerse-Stuttgart) | Yes | Ordinary Shares | DE | EUR | Jan 1992 |
| FSJL | BATS-CHIXE (BATS 'Chi-X Europe') | Yes | Ordinary Shares | GB | GBP | Jan 1992 |
Biography
James Fisher and Sons plc, together with its subsidiaries, provides marine and specialist engineering services worldwide. It operates through four segments: Marine Support, Specialist Technical, Offshore O ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/10/28 21:15 |
| End of Day Share Price | 2020/10/28 00:00 |
| Earnings | 2020/06/30 |
| Annual Earnings | 2019/12/31 |
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.