TOD'S S.p.A., together with its subsidiaries, creates, produces, and distributes shoes, leather goods and accessories, and apparel in Italy, Europe, the Americas, Greater China, and internationally. More Details
Fair value with imperfect balance sheet.
Share Price & News
How has TOD'S's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: TOD has not had significant price volatility in the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: TOD underperformed the Italian Luxury industry which returned -8.7% over the past year.
Return vs Market: TOD underperformed the Italian Market which returned -16.1% over the past year.
Price Volatility Vs. Market
How volatile is TOD'S's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 months ago | Simply Wall StWe Wouldn't Rely On TOD'S's (BIT:TOD) Statutory Earnings As A Guide
1 year ago | Simply Wall StWhat Are Analysts Saying About The Future Of TOD'S S.p.A.'s (BIT:TOD)?
1 year ago | Simply Wall StRead This Before Buying TOD'S S.p.A. (BIT:TOD) For Its Dividend
Is TOD'S 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: TOD (€21.54) is trading below our estimate of fair value (€27.88)
Significantly Below Fair Value: TOD is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: TOD is unprofitable, so we can't compare its PE Ratio to the IT Luxury industry average.
PE vs Market: TOD is unprofitable, so we can't compare its PE Ratio to the Italian market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate TOD's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: TOD is good value based on its PB Ratio (0.7x) compared to the IT Luxury industry average (1x).
How is TOD'S forecast to perform in the next 1 to 3 years based on estimates from 15 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: TOD is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: TOD is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: TOD is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: TOD's revenue (11.3% per year) is forecast to grow faster than the Italian market (3.3% per year).
High Growth Revenue: TOD's revenue (11.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: TOD is forecast to be unprofitable in 3 years.
How has TOD'S performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: TOD is currently unprofitable.
Growing Profit Margin: TOD is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: TOD is unprofitable, and losses have increased over the past 5 years at a rate of 30.7% per year.
Accelerating Growth: Unable to compare TOD's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: TOD is unprofitable, making it difficult to compare its past year earnings growth to the Luxury industry (-38.8%).
Return on Equity
High ROE: TOD has a negative Return on Equity (-2.92%), as it is currently unprofitable.
How is TOD'S's financial position?
Financial Position Analysis
Short Term Liabilities: TOD's short term assets (€1.1B) exceed its short term liabilities (€361.9M).
Long Term Liabilities: TOD's short term assets (€1.1B) exceed its long term liabilities (€939.2M).
Debt to Equity History and Analysis
Debt Level: TOD's debt to equity ratio (66.6%) is considered high.
Reducing Debt: TOD's debt to equity ratio has increased from 12.6% to 66.6% over the past 5 years.
Debt Coverage: TOD's operating cash flow is negative, therefore debt is not well covered.
Interest Coverage: Insufficient data to determine if TOD's interest payments on its debt are well covered by EBIT.
What is TOD'S current dividend yield, its reliability and sustainability?
Forecast Dividend Yield
Dividend Yield vs Market
Notable Dividend: Unable to evaluate TOD's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate TOD'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 TOD's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if TOD's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: TOD is not paying a notable dividend for the Italian market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of TOD's dividend in 3 years as they are not forecast to pay a notable one for the Italian market.
How experienced are the management team and are they aligned to shareholders interests?
Umberto di Cellere (56 yo)
Umberto Macchi di Cellere has been Director of Tod's SpA since April 2018 and serves as its Chief Executive Officer.
CEO Compensation Analysis
Compensation vs Market: Umberto's total compensation ($USD1.28M) is about average for companies of similar size in the Italian market ($USD1.35M).
Compensation vs Earnings: Umberto's compensation has increased whilst the company is unprofitable.
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.
TOD'S S.p.A.'s company bio, employee growth, exchange listings and data sources
- Name: TOD'S S.p.A.
- Ticker: TOD
- Exchange: BIT
- Industry: Footwear
- Sector: Consumer Durables
- Market Cap: €712.835m
- Shares outstanding: 33.09m
- Website: https://www.todsgroup.com
Number of Employees
- TOD'S S.p.A.
- Via Filippo Della Valle, 1
- Sant'Elpidio a Mare
- Ascoli Piceno
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|TODG.F||OTCPK (Pink Sheets LLC)||Yes||Ordinary Shares||US||USD||Nov 2000|
|TOB||DB (Deutsche Boerse AG)||Yes||Ordinary Shares||DE||EUR||Nov 2000|
|TOD||BIT (Borsa Italiana)||Yes||Ordinary Shares||IT||EUR||Nov 2000|
|0NV4||LSE (London Stock Exchange)||Yes||Ordinary Shares||GB||EUR||Nov 2000|
|TODM||BATS-CHIXE (BATS 'Chi-X Europe')||Yes||Ordinary Shares||GB||EUR||Nov 2000|
|TDPA.Y||OTCPK (Pink Sheets LLC)||ADS REP 1/10SH||US||USD||May 2012|
TOD'S S.p.A., together with its subsidiaries, creates, produces, and distributes shoes, leather goods and accessories, and apparel in Italy, Europe, the Americas, Greater China, and internationally. The co ...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/10/23 21:40|
|End of Day Share Price||2020/10/23 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.