Price Target Changed • Jun 11
Price target decreased by 18% to €4.75 Down from €5.77, the current price target is an average from 2 analysts. New target price is 111% above last closing price of €2.26. Stock is down 67% over the past year. The company is forecast to post a net loss per share of €0.34 next year compared to a net loss per share of €1.88 last year. Duyuru • Apr 10
TAKKT AG, Annual General Meeting, May 20, 2026 TAKKT AG, Annual General Meeting, May 20, 2026, at 10:00 W. Europe Standard Time. Duyuru • Oct 28
TAKKT AG to Report Fiscal Year 2025 Results on Feb 24, 2026 TAKKT AG announced that they will report fiscal year 2025 results on Feb 24, 2026 Duyuru • May 23
TAKKT AG Announces Board Changes TAKKT AG at its Shareholders’ Meeting held on May 21, 2025, elected Henk Derksen to the Supervisory Board. Derksen is very familiar with the company through his work as CFO at TAKKT’s majority shareholder Haniel. As announced, Dr. Johannes Haupt resigned from his position on the Supervisory Board at the Shareholders’ Meeting. Duyuru • Apr 04
TAKKT AG, Annual General Meeting, May 21, 2025 TAKKT AG, Annual General Meeting, May 21, 2025, at 10:00 W. Europe Standard Time. Duyuru • Mar 28
TAKKT AG announces Annual dividend, payable on May 26, 2025 TAKKT AG announced Annual dividend of EUR 0.6000 per share payable on May 26, 2025, ex-date on May 22, 2025 and record date on May 23, 2025. Duyuru • Feb 11
TAKKT AG to Report Q3, 2025 Results on Oct 28, 2025 TAKKT AG announced that they will report Q3, 2025 results on Oct 28, 2025 Duyuru • Jan 22
TAKKT AG to Report Q2, 2025 Results on Jul 29, 2025 TAKKT AG announced that they will report Q2, 2025 results on Jul 29, 2025 Price Target Changed • Oct 29
Price target decreased by 11% to €9.75 Down from €10.95, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €9.42. Stock is down 23% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.38 last year. Duyuru • Oct 24
TAKKT AG to Report Fiscal Year 2024 Results on Feb 13, 2025 TAKKT AG announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Feb 13, 2025 Buy Or Sell Opportunity • Aug 21
Now 26% undervalued after recent price drop Over the last 90 days, the stock has fallen 18% to €10.14. The fair value is estimated to be €13.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to decline by 1.5% in 2 years. Earnings are forecast to grow by 801% in the next 2 years. Reported Earnings • Aug 06
Second quarter 2024 earnings released: EPS: €0.034 (vs €0.19 in 2Q 2023) Second quarter 2024 results: EPS: €0.034 (down from €0.19 in 2Q 2023). Revenue: €260.6m (down 18% from 2Q 2023). Net income: €2.20m (down 82% from 2Q 2023). Profit margin: 0.8% (down from 3.8% in 2Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €9.59, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Commercial Services industry in Germany. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.09 per share. Buy Or Sell Opportunity • Jul 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 28% to €9.59. The fair value is estimated to be €12.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has declined by 9.2%. Revenue is forecast to decline by 7.4% in 2 years. Earnings are forecast to grow by 207% in the next 2 years. Upcoming Dividend • May 13
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 20 May 2024. Payment date: 23 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (4.1%). Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: €0.079 (vs €0.22 in 1Q 2023) First quarter 2024 results: EPS: €0.079 (down from €0.22 in 1Q 2023). Revenue: €269.2m (down 16% from 1Q 2023). Net income: €5.10m (down 64% from 1Q 2023). Profit margin: 1.9% (down from 4.4% in 1Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year. Price Target Changed • Apr 02
Price target decreased by 9.3% to €13.25 Down from €14.62, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €13.32. Stock is down 7.4% over the past year. The company is forecast to post earnings per share of €0.63 for next year compared to €0.38 last year. New Risk • Mar 30
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 55% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin). Declared Dividend • Feb 16
Dividend of €1.00 announced Shareholders will receive a dividend of €1.00. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 7.4%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Buying Opportunity • Jan 17
Now 20% undervalued Over the last 90 days, the stock is up 8.4%. The fair value is estimated to be €16.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 5.2% in 2 years. Earnings is forecast to grow by 32% in the next 2 years. Buying Opportunity • Nov 28
Now 21% undervalued Over the last 90 days, the stock is up 1.2%. The fair value is estimated to be €16.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 5.2% in 2 years. Earnings is forecast to grow by 32% in the next 2 years. Reported Earnings • Oct 27
Third quarter 2023 earnings released: EPS: €0.23 (vs €0.31 in 3Q 2022) Third quarter 2023 results: EPS: €0.23 (down from €0.31 in 3Q 2022). Revenue: €313.6m (down 11% from 3Q 2022). Net income: €15.2m (down 25% from 3Q 2022). Profit margin: 4.8% (down from 5.8% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year. Price Target Changed • Oct 18
Price target decreased by 14% to €14.62 Down from €17.00, the current price target is an average from 2 analysts. New target price is 22% above last closing price of €11.94. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of €0.82 for next year compared to €0.90 last year. Reported Earnings • Jul 28
Second quarter 2023 earnings released: EPS: €0.19 (vs €0.15 in 2Q 2022) Second quarter 2023 results: EPS: €0.19 (up from €0.15 in 2Q 2022). Revenue: €319.5m (down 2.9% from 2Q 2022). Net income: €12.1m (up 21% from 2Q 2022). Profit margin: 3.8% (up from 3.0% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year. Duyuru • Jul 28
TAKKT AG to Report Nine Months, 2023 Results on Oct 25, 2023 TAKKT AG announced that they will report nine months, 2023 results on Oct 25, 2023 Price Target Changed • Jun 02
Price target increased by 10% to €17.00 Up from €15.43, the current price target is an average from 2 analysts. New target price is 23% above last closing price of €13.84. Stock is down 10% over the past year. The company is forecast to post earnings per share of €1.07 for next year compared to €0.90 last year. Upcoming Dividend • May 18
Upcoming dividend of €1.00 per share at 6.8% yield Eligible shareholders must have bought the stock before 25 May 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.0%). Reported Earnings • Mar 30
Full year 2022 earnings: EPS and revenues exceed analyst expectations Full year 2022 results: EPS: €0.90 (up from €0.87 in FY 2021). Revenue: €1.34b (up 13% from FY 2021). Net income: €59.3m (up 4.0% from FY 2021). Profit margin: 4.4% (down from 4.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 27% per year, which means it is well ahead of earnings. Price Target Changed • Mar 29
Price target increased by 7.6% to €15.63 Up from €14.53, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €14.10. Stock is down 14% over the past year. The company is forecast to post earnings per share of €0.84 for next year compared to €0.87 last year. Duyuru • Jan 13
TAKKT AG to Report Fiscal Year 2022 Results on Mar 28, 2023 TAKKT AG announced that they will report fiscal year 2022 results at 12:00 PM, Central European Standard Time on Mar 28, 2023 Duyuru • Nov 23
TAKKT AG, Annual General Meeting, May 24, 2023 TAKKT AG, Annual General Meeting, May 24, 2023. Reported Earnings • Oct 26
Third quarter 2022 earnings released: EPS: €0.31 (vs €0.23 in 3Q 2021) Third quarter 2022 results: EPS: €0.31 (up from €0.23 in 3Q 2021). Revenue: €350.7m (up 16% from 3Q 2021). Net income: €20.2m (up 32% from 3Q 2021). Profit margin: 5.8% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment deteriorated over the past week After last week's 21% share price decline to €12.26, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 33% over the past three years. Price Target Changed • Jul 30
Price target decreased to €16.05 Down from €18.40, the current price target is an average from 5 analysts. New target price is 19% above last closing price of €13.48. Stock is down 2.3% over the past year. The company is forecast to post earnings per share of €0.88 for next year compared to €0.87 last year. Reported Earnings • Jul 29
Second quarter 2022 earnings released: EPS: €0.15 (vs €0.22 in 2Q 2021) Second quarter 2022 results: EPS: €0.15 (down from €0.22 in 2Q 2021). Revenue: €329.1m (up 13% from 2Q 2021). Net income: €10.0m (down 31% from 2Q 2021). Profit margin: 3.0% (down from 4.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 1.3%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Price Target Changed • May 31
Price target increased to €18.40 Up from €16.58, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €15.70. Stock is up 13% over the past year. The company is forecast to post earnings per share of €0.90 for next year compared to €0.87 last year. Upcoming Dividend • May 12
Upcoming dividend of €1.10 per share Eligible shareholders must have bought the stock before 19 May 2022. Payment date: 23 May 2022. Payout ratio is a comfortable 64% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (0.4%). Reported Earnings • Apr 29
First quarter 2022 earnings: EPS exceeds analyst expectations First quarter 2022 results: EPS: €0.25 (up from €0.18 in 1Q 2021). Revenue: €328.7m (up 23% from 1Q 2021). Net income: €16.4m (up 38% from 1Q 2021). Profit margin: 5.0% (up from 4.5% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 2.1%, compared to a 40% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Reported Earnings • Apr 01
Full year 2021 earnings: EPS exceeds analyst expectations Full year 2021 results: EPS: €0.87 (up from €0.57 in FY 2020). Revenue: €1.18b (up 10% from FY 2020). Net income: €57.0m (up 53% from FY 2020). Profit margin: 4.8% (up from 3.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 5.3%, compared to a 43% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Price Target Changed • Mar 31
Price target increased to €17.08 Up from €15.86, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €16.46. Stock is up 26% over the past year. The company is forecast to post earnings per share of €0.83 for next year compared to €0.57 last year. Reported Earnings • Oct 31
Third quarter 2021 earnings released: EPS €0.23 (vs €0.14 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €303.7m (up 12% from 3Q 2020). Net income: €15.3m (up 70% from 3Q 2020). Profit margin: 5.0% (up from 3.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Reported Earnings • Jul 30
Second quarter 2021 earnings released: EPS €0.22 (vs €0.19 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: €291.6m (up 21% from 2Q 2020). Net income: €14.4m (up 18% from 2Q 2020). Profit margin: 4.9% (down from 5.0% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Executive Departure • May 15
Chairman of the Management Board & CEO Felix Zimmermann has left the company On the 11th of May, Felix Zimmermann's tenure as Chairman of the Management Board & CEO of the company ended after 12.0 years in the role. We don't have any record of a personal shareholding under Felix's name. A total of 2 executives have left over the last 12 months. Under Felix's leadership, the company delivered a total shareholder return of 210%. Upcoming Dividend • May 05
Upcoming dividend of €1.10 per share Eligible shareholders must have bought the stock before 12 May 2021. Payment date: 17 May 2021. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (0.2%). Reported Earnings • May 01
First quarter 2021 earnings released: EPS €0.18 (vs €0.14 in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €266.7m (down 6.5% from 1Q 2020). Net income: €11.9m (up 28% from 1Q 2020). Profit margin: 4.5% (up from 3.3% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Reported Earnings • Mar 30
Full year 2020 earnings released: EPS €0.57 (vs €1.14 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.07b (down 12% from FY 2019). Net income: €37.2m (down 50% from FY 2019). Profit margin: 3.5% (down from 6.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Price Target Changed • Mar 01
Price target raised to €13.95 Up from €12.95, the current price target is an average from 3 analysts. The new target price is 18% above the current share price of €11.84. Valuation Update With 7 Day Price Move • Feb 27
Investor sentiment improved over the past week After last week's 17% share price gain to €11.84, the stock is trading at a trailing P/E ratio of 16.9x, up from the previous P/E ratio of 14.4x. This compares to an average P/E of 85x in the Online Retail industry in Germany. Total return to shareholders over the past three years is a loss of 30%. Is New 90 Day High Low • Feb 23
New 90-day low: €9.98 The company is down 1.0% from its price of €10.10 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.92 per share. Is New 90 Day High Low • Jan 07
New 90-day high: €11.12 The company is up 5.0% from its price of €10.62 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.29 per share. Is New 90 Day High Low • Dec 17
New 90-day high: €10.92 The company is up 10.0% from its price of €9.96 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.63 per share. Is New 90 Day High Low • Dec 01
New 90-day high: €10.90 The company is up 2.0% from its price of €10.72 on 02 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.78 per share. Analyst Estimate Surprise Post Earnings • Oct 30
Third-quarter earnings released: Earnings beat expectations, revenue disappoints Third-quarter revenue missed analyst estimates by 0.6% at €270.4m. Earnings per share (EPS) exceeded analyst estimates by 56% at €0.14. Revenue is forecast to grow 4.2% over the next year, compared to a 48% growth forecast for the Online Retail industry in Germany. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total profits of €45.5m, down 47% from the prior year. Total revenue was €1.09b over the last 12 months, down 11% from the prior year. Is New 90 Day High Low • Oct 29
New 90-day low: €9.40 The company is down 8.0% from its price of €10.20 on 30 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.75 per share.