Duyuru • 11h
Service Corporation International(NYSE:SCI) dropped from Russell 1000 Dynamic Index Service Corporation International(NYSE:SCI) dropped from Russell 1000 Dynamic Index Duyuru • May 08
Service Corporation International announces Quarterly dividend, payable on June 30, 2026 Service Corporation International announced Quarterly dividend of USD 0.3600 per share payable on June 30, 2026, ex-date on June 15, 2026 and record date on June 15, 2026. Duyuru • Apr 17
Service Corporation International to Report Q1, 2026 Results on Apr 29, 2026 Service Corporation International announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2026 Duyuru • Mar 18
Service Corporation International, Annual General Meeting, May 06, 2026 Service Corporation International, Annual General Meeting, May 06, 2026. Location: service corp international conference center, heritage i & ii 1929 allen parkway, texas 77019., houston United States Duyuru • Feb 20
Service Corporation International Approves Quarterly Cash Dividend, Payable on March 31, 2026 Service Corporation International announced that its Board of Directors has approved a quarterly cash dividend of 34 cents per share of common stock. The quarterly cash dividend announced is payable on March 31, 2026 to shareholders of record at the close of business on March 13, 2026. While the Company intends to pay regular quarterly cash dividends for the foreseeable future, all subsequent dividends, and the establishment of record and payment dates, are subject to final determination by the Board of Directors each quarter after its review of the Company's financial performance. Duyuru • Jan 29
Service Corporation International to Report Q4, 2025 Results on Feb 11, 2026 Service Corporation International announced that they will report Q4, 2025 results on Feb 11, 2026 Duyuru • Nov 06
Service Corporation International Announces Retirement of Alan R. Buckwalter, III from the Board of Directors Service Corporation International announced that on November 4, 2025, Alan R. Buckwalter, III, a director of the Company, notified the Company of his decision to retire from the SCI Board of Directors when his term expires at the Company’s 2026 annual shareholder meeting, after 23 years of service. On November 4, 2025, OFTC Inc. a subsidiary of SCI, notified Thomas L. Ryan, Eric D. Tanzberger, Sumner J. Waring, III, Elisabeth G. Nash, and John H. Faulk that their employment agreements were being extended to December 31, 2026. Duyuru • Nov 05
Service Corporation International Increases Quarterly Cash Dividend, Payable on December 31, 2025 Service Corporation International announced that its Board of Directors has approved an increase in its quarterly cash dividend to 34 cents per share of common stock. This quarterly cash dividend declared represents a 6.3% increase from the previously declared quarterly dividend of 32 cents per share of common stock per quarter. The quarterly cash dividend announced payable on December 31, 2025 to shareholders of record at the close of business on December 15, 2025. While the Company intends to pay regular quarterly cash dividends for the foreseeable future, all subsequent dividends, and the establishment of record and payment dates, are subject to final determination by the Board of Directors each quarter after its review of the Company's financial performance. Duyuru • Oct 30
Service Corporation International Revises Earnings Guidance for the Full Year 2025 Service Corporation International revised earnings guidance for the full year 2025. For the year, the company revised Diluted earnings per share excluding special items to be $3.80 - $3.90 per share compared to previous guidance of $3.70 - $4.00 per share. Duyuru • Oct 16
Service Corporation International to Report Q3, 2025 Results on Oct 29, 2025 Service Corporation International announced that they will report Q3, 2025 results on Oct 29, 2025 Duyuru • Aug 07
Service Corporation International Declares Quarterly Cash Dividend, Payable on September 30, 2025 Service Corporation International announced that its Board of Directors has approved a quarterly cash dividend of 32 cents per share of common stock. The quarterly cash dividend announced is payable on September 30, 2025 to shareholders of record at the close of business on September 15, 2025. Duyuru • Jul 31
Service Corporation International Confirms Earnings Guidance for 2025 Service Corporation International confirmed earnings guidance for 2025. For the period, the company expects Diluted earnings per share to be in the range of $3.70 - $4.00. Duyuru • Jul 17
Service Corporation International to Report Q2, 2025 Results on Jul 30, 2025 Service Corporation International announced that they will report Q2, 2025 results on Jul 30, 2025 Duyuru • May 06
Service Corporation International Declares Quarterly Cash Dividend, Payable on June 30, 2025 Service Corporation International announced that its Board of Directors has approved a quarterly cash dividend of 32 cents per share of common stock. The quarterly cash dividend announced is payable on June 30, 2025 to shareholders of record at the close of business on June 13, 2025. Duyuru • Apr 21
Service Corporation International to Report Q1, 2025 Results on Apr 30, 2025 Service Corporation International announced that they will report Q1, 2025 results on Apr 30, 2025 Duyuru • Mar 28
Service Corporation International, Annual General Meeting, May 06, 2025 Service Corporation International, Annual General Meeting, May 06, 2025. Location: the conference centre, heritage i and ii, service corporation international, 1929 allen parkway, tx 77019, houston United States Duyuru • Feb 20
Service Corporation International Increases Quarterly Cash Dividend, Payable on March 31, 2025 Service Corporation International announced that its Board of Directors has approved an increase in its quarterly cash dividend to thirty two cents per share of common stock. This quarterly cash dividend declared represents a 6.7% increase from the previously declared quarterly dividend of thirty cents per share of common stock per quarter. The quarterly cash dividend announced is payable on March 31, 2025 to shareholders of record at the close of business on March 14, 2025. Duyuru • Feb 13
Service Corporation International Provides Earnings Guidance for the Year 2025 Service Corporation International provided earnings guidance for the year 2025. For the period, the company expects Diluted earnings per share excluding special items $3.70 per share - $4.00 per share. Duyuru • Jan 31
Service Corporation International to Report Q4, 2024 Results on Feb 12, 2025 Service Corporation International announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2025 Duyuru • Nov 07
Service Corporation International Declares Quarterly Cash Dividend, Payable on December 31, 2024 Service Corporation International announced that its Board of Directors has approved a quarterly cash dividend of thirty cents per share of common stock. The quarterly cash dividend announced is payable on December 31, 2024 to shareholders of record at the close of business on December 13, 2024. Duyuru • Oct 17
Service Corporation International to Report Q3, 2024 Results on Oct 30, 2024 Service Corporation International announced that they will report Q3, 2024 results on Oct 30, 2024 Duyuru • Oct 02
Service Corporation International Announces Leadership Promotions Service Corporation International announced leadership promotions among its executive officers that were made and approved by the SCI Board of Directors (the "Board") in continuation of the Board's focus on succession planning to support SCI's long-term growth. Steven A. Tidwell, SCI's Senior Vice President of Sales and Marketing, informed the Company of his intent to step down from his role as an executive officer and assume a new role as Special Advisor to the CEO, effective October 1, 2024. Sumner J. Waring, III, who currently serves as Chief Operating Officer, has been promoted to President. In addition to indirectly leading SCI's operations, Mr. Waring will assume Mr. Tidwell's sales and marketing responsibilities. Mr. Waring's successful record of leadership in his numerous operations roles and commitment to the profession as a fifth-generation funeral director make him uniquely qualified to assume the role of President. John Faulk, who currently serves as Senior Vice President of Revenue and Business Development, has been promoted to Senior Vice President and Chief Operating Officer. With his strategic acumen, institutional knowledge and broad business experience, Mr. Faulk is the ideal leader to support SCI's funeral and cemetery operations. Eric D. Tanzberger, who currently serves as Senior Vice President and Chief Financial Officer, has been promoted to Executive Vice President and Chief Financial Officer, and will oversee business development, including mergers and acquisitions, construction and real estate, as well as pricing and revenue development, in addition to his current responsibilities. His financial expertise and proven leadership will be instrumental in working with these teams to drive SCI's future growth. Aaron G. Foley, who currently serves as Vice President and Treasurer, has been promoted to Senior Vice President and Treasurer, and will oversee accounting, tax, and risk assurance and advisory services, in addition to his current responsibilities. His 16 years of financial, accounting and management experience with SCI will serve him well in his new role. In their new roles, Messrs. Waring and Tanzberger will continue to report to Mr. Ryan, Mr. Faulk will report to Mr. Waring and Mr. Foley will continue to report to Mr. Tanzberger. Duyuru • Sep 26
Service Corporation International (NYSE:SCI) acquired Porter Loring Inc. from Loring Family. Service Corporation International (NYSE:SCI) acquired Porter Loring Inc. from Loring Family on September 25, 2024. Its three locations near downtown, on the far North Side and on the far West Side will continue doing business under the Porter Loring name and the Loring family and other staff members will continue to run the business.
Service Corporation International (NYSE:SCI) completed the acquisition of Porter Loring Inc. from Loring Family on September 25, 2024. Upcoming Dividend • Sep 06
Upcoming dividend of US$0.30 per share Eligible shareholders must have bought the stock before 13 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (7.2%). Lower than average of industry peers (3.0%). Declared Dividend • Aug 13
Second quarter dividend of US$0.30 announced Shareholders will receive a dividend of US$0.30. Ex-date: 13th September 2024 Payment date: 30th September 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • Aug 13
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Director C. Shaper was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Aug 08
Service Corporation International Declares Quarterly Cash Dividend, Payable on September 30, 2024 Service Corporation International announced that its Board of Directors has approved a quarterly cash dividend of thirty cents per share of common stock. The quarterly cash dividend is payable on September 30, 2024 to shareholders of record at the close of business on September 13, 2024. While the Company intends to pay regular quarterly cash dividends for the foreseeable future, all subsequent dividends, and the establishment of record and payment dates, are subject to final determination by the Board of Directors each quarter after its review of the Company's financial performance. Duyuru • Jul 18
Service Corporation International to Report Q2, 2024 Results on Jul 31, 2024 Service Corporation International announced that they will report Q2, 2024 results on Jul 31, 2024 Recent Insider Transactions • Jun 19
Independent Director recently sold Mex$3.9m worth of stock On the 14th of June, Anthony Coelho sold around 3k shares on-market at roughly Mex$1,334 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$142m more than they bought in the last 12 months. Declared Dividend • Jun 07
First quarter dividend of US$0.30 announced Shareholders will receive a dividend of US$0.30. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.2%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • Jun 07
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Director C. Shaper was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • May 08
Service Corporation International Declares Quarterly Cash Dividend, Payable on June 28, 2024 Service Corporation International announced that its Board of Directors has approved a quarterly cash dividend of thirty cents per share of common stock. The quarterly cash dividend announced is payable on June 28, 2024 to shareholders of record at the close of business on June 14, 2024. While the Company intends to pay regular quarterly cash dividends for the foreseeable future, all subsequent dividends, and the establishment of record and payment dates, are subject to final determination by the Board of Directors each quarter after its review of the Company's financial performance. Reported Earnings • May 02
First quarter 2024 earnings released: EPS: US$0.90 (vs US$0.94 in 1Q 2023) First quarter 2024 results: EPS: US$0.90 (down from US$0.94 in 1Q 2023). Revenue: US$1.05b (up 1.6% from 1Q 2023). Net income: US$131.3m (down 9.3% from 1Q 2023). Profit margin: 13% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Duyuru • May 02
Service Corporation International Provides Earnings Guidance for the Year 2024 Service Corporation International provided earnings guidance for the year 2024. For the period, the company expects Diluted earnings per share excluding special items $3.50 per share - $3.80 per share. Board Change • Apr 29
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Director C. Shaper was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Apr 19
Service Corporation International to Report Q1, 2024 Results on May 01, 2024 Service Corporation International announced that they will report Q1, 2024 results on May 01, 2024 Buy Or Sell Opportunity • Mar 27
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at Mex$1,256. The fair value is estimated to be Mex$1,041, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has declined by 6.0%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 6.5% in the next 2 years. Board Change • Mar 25
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Director C. Shaper was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Feb 19
Fourth quarter dividend of US$0.30 announced Shareholders will receive a dividend of US$0.30. Ex-date: 14th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.2%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 10% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Duyuru • Feb 16
Service Corporation International Increases Quarterly Cash Dividend, Payable on March 28, 2024 Service Corporation International announced that its Board of Directors has approved an increase in its quarterly cash dividend to thirty cents per share of common stock. This quarterly cash dividend declared represents a 3.4% increase from the previously declared quarterly dividend of twenty-nine cents per share of common stock per quarter. The quarterly cash dividend announced is payable on March 28, 2024 to shareholders of record at the close of business on March 15, 2024. Reported Earnings • Feb 14
Full year 2023 earnings released: EPS: US$3.57 (vs US$3.59 in FY 2022) Full year 2023 results: EPS: US$3.57 (down from US$3.59 in FY 2022). Revenue: US$4.10b (flat on FY 2022). Net income: US$537.3m (down 5.0% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Consumer Services industry in South America. Board Change • Feb 14
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Director C. Shaper was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Jan 30
Service Corporation International to Report Q4, 2023 Results on Feb 12, 2024 Service Corporation International announced that they will report Q4, 2023 results on Feb 12, 2024 Duyuru • Nov 09
Service Corporation International Declares Quarterly Cash Dividend, Payable on December 29, 2023 Service Corporation International announced that its Board of Directors has approved a quarterly cash dividend of twenty-nine cents per share of common stock. The quarterly cash dividend announced is payable on December 29, 2023 to shareholders of record at the close of business on December 15, 2023. Duyuru • Nov 02
Service Corporation International Provides Earnings Guidance for the Year 2023 Service Corporation International provided earnings guidance for the year 2023. For the year, the company expected Diluted earnings per share excluding special items to be $3.40 - $3.60. Duyuru • Oct 19
Service Corporation International to Report Q3, 2023 Results on Nov 01, 2023 Service Corporation International announced that they will report Q3, 2023 results on Nov 01, 2023 Board Change • Oct 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Director C. Shaper was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Sep 08
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Director C. Shaper was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Aug 03
Service Corporation International Announces Quarterly Cash Dividend, Payable on September 29, 2023 Service Corporation International announced that its Board of Directors has approved an increase in its quarterly cash dividend to twenty-nine cents per share of common stock. This quarterly cash dividend declared represents a 7.4% increase from the previously declared quarterly dividend of twenty-seven cents per share of common stock per quarter. The quarterly cash dividend announced is payable on September 29, 2023 to shareholders of record at the close of business on September 15, 2023. While the Company intends to pay regular quarterly cash dividends for the foreseeable future, all subsequent dividends, and the establishment of record and payment dates, are subject to final determination by the Board of Directors each quarter after its review of the Company's financial performance. Duyuru • Aug 02
Service Corporation International Revises Full-Year Earnings Guidance for 2023 Service Corporation International revised full-year Earnings Guidance for 2023. For the period, the company now expects Diluted earnings per share excluding special items(1) in the range of $3.40 - $3.60 from $3.45 - $3.75 as previously Guided. (1) Diluted earnings per share excluding special items and net cash provided by operating activities excluding special items are non-GAAP financial measures. Upcoming Dividend • Jun 07
Upcoming dividend of US$0.27 per share at 1.7% yield Eligible shareholders must have bought the stock before 14 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Mexican dividend payers (6.7%). Lower than average of industry peers (3.0%). Reported Earnings • May 02
First quarter 2023 earnings released: EPS: US$0.94 (vs US$1.36 in 1Q 2022) First quarter 2023 results: EPS: US$0.94 (down from US$1.36 in 1Q 2022). Revenue: US$1.03b (down 7.5% from 1Q 2022). Net income: US$144.8m (down 34% from 1Q 2022). Profit margin: 14% (down from 20% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Board Change • Mar 26
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director C. Shaper was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 07
Upcoming dividend of US$0.27 per share at 1.6% yield Eligible shareholders must have bought the stock before 14 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (2.7%). Duyuru • Feb 17
Service Corporation International Declares Quarterly Cash Dividend, Payable on March 31, 2023 Service Corporation International announced that its Board of Directors has approved a quarterly cash dividend of 27 cents per share of common stock. The quarterly cash dividend announced is payable on March 31, 2023 to shareholders of record at the close of business on March 15, 2023. Reported Earnings • Feb 16
Full year 2022 earnings released: EPS: US$3.59 (vs US$4.79 in FY 2021) Full year 2022 results: EPS: US$3.59 (down from US$4.79 in FY 2021). Revenue: US$4.11b (flat on FY 2021). Net income: US$565.3m (down 30% from FY 2021). Profit margin: 14% (down from 19% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 8.6% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Duyuru • Feb 15
Service Corporation International Provides Earnings Guidance for 2023 Service Corporation International provided earnings guidance for 2023. For the period, the company expects Diluted earnings per share excluding special items in the range of $3.45 to $3.75 per share. Duyuru • Jan 31
Service Corporation International to Report Q4, 2022 Results on Feb 14, 2023 Service Corporation International announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 14, 2023 Upcoming Dividend • Dec 07
Upcoming dividend of US$0.27 per share Eligible shareholders must have bought the stock before 14 December 2022. Payment date: 30 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Mexican dividend payers (6.7%). Lower than average of industry peers (2.6%). Recent Insider Transactions • Nov 17
Independent Director recently sold Mex$28m worth of stock On the 9th of November, Alan Buckwalter sold around 20k shares on-market at roughly Mex$1,402 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$41m more than they bought in the last 12 months. Reported Earnings • Nov 03
Third quarter 2022 earnings released: EPS: US$0.77 (vs US$1.25 in 3Q 2021) Third quarter 2022 results: EPS: US$0.77 (down from US$1.25 in 3Q 2021). Revenue: US$977.7m (down 5.5% from 3Q 2021). Net income: US$120.9m (down 42% from 3Q 2021). Profit margin: 12% (down from 20% in 3Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Consumer Services industry in South America. Recent Insider Transactions • Sep 14
Independent Director recently sold Mex$15m worth of stock On the 12th of September, Jakki Haussler sold around 12k shares on-market at roughly Mex$1,250 per share. This transaction amounted to 70% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$59m more than they bought in the last 12 months. Upcoming Dividend • Sep 07
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 14 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Mexican dividend payers (6.3%). Lower than average of industry peers (2.6%). Recent Insider Transactions • Aug 10
Independent Director recently bought Mex$6.6m worth of stock On the 5th of August, C. Shaper bought around 5k shares on-market at roughly Mex$1,318 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$68m more in shares than they bought in the last 12 months. Reported Earnings • Aug 03
Second quarter 2022 earnings released: EPS: US$0.84 (vs US$0.94 in 2Q 2021) Second quarter 2022 results: EPS: US$0.84 (down from US$0.94 in 2Q 2021). Revenue: US$990.9m (flat on 2Q 2021). Net income: US$132.7m (down 16% from 2Q 2021). Profit margin: 13% (down from 16% in 2Q 2021). Over the next year, revenue is expected to shrink by 6.3% compared to a 10% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 07
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 14 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (2.6%). Board Change • May 30
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director C. Shaper was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Mar 22
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. Independent Director Sara Alicia Tucker was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Sep 08
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. Independent Director Sara Martinez Tucker was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Upcoming Dividend • Sep 08
Upcoming dividend of US$0.23 per share Eligible shareholders must have bought the stock before 14 September 2021. Payment date: 30 September 2021. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (5.0%). Lower than average of industry peers (2.2%). Recent Insider Transactions • Aug 11
Insider recently sold Mex$15m worth of stock On the 5th of August, Tammy Moore sold around 12k shares on-market at roughly Mex$1,274 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$300m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment improved over the past week After last week's 15% share price gain to US$1,255, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Consumer Services industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$704 per share. Reported Earnings • Jul 30
Second quarter 2021 earnings released: EPS US$0.94 (vs US$0.59 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$987.5m (up 20% from 2Q 2020). Net income: US$157.7m (up 50% from 2Q 2020). Profit margin: 16% (up from 13% in 2Q 2020). The increase in margin was driven by higher revenue. Recent Insider Transactions • May 07
Independent Director recently sold Mex$45m worth of stock On the 5th of May, Alan Buckwalter sold around 40k shares on-market at roughly Mex$1,131 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$81m more than they bought in the last 12 months. Reported Earnings • May 06
First quarter 2021 earnings released: EPS US$1.35 (vs US$0.45 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$1.08b (up 34% from 1Q 2020). Net income: US$228.9m (up 179% from 1Q 2020). Profit margin: 21% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue. 