Latest news with #CHF1
Business Insider
10-05-2025
- Business
- Business Insider
Barry Callebaut AG (BARN) Gets a Buy from Kepler Capital
Kepler Capital analyst Jon Cox maintained a Buy rating on Barry Callebaut AG (BARN – Research Report) on May 8 and set a price target of CHF1,300.00. The company's shares closed yesterday at CHF769.50. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. According to TipRanks, Cox is ranked #2685 out of 9472 analysts. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Barry Callebaut AG with a CHF1,128.13 average price target. Based on Barry Callebaut AG's latest earnings release for the quarter ending February 28, the company reported a quarterly revenue of CHF7.29 billion and a net profit of CHF32.05 million. In comparison, last year the company earned a revenue of CHF4.64 billion and had a net profit of CHF77.93 million
Business Insider
26-04-2025
- Business
- Business Insider
Partners Group Holding AG (PGHN) was upgraded to a Hold Rating at Kepler Capital
Partners Group Holding AG (PGHN – Research Report) received a Hold rating and a CHF1,200.00 price target from Kepler Capital analyst Nicolas Payen on April 24. The company's shares closed yesterday at CHF1,098.50. Stay Ahead of the Market: Discover outperforming stocks and invest smarter with Top Smart Score Stocks. Filter, analyze, and streamline your search for investment opportunities using Tipranks' Stock Screener. According to TipRanks, Payen is a 5-star analyst with an average return of 10.2% and a 62.23% success rate. The word on The Street in general, suggests a Hold analyst consensus rating for Partners Group Holding AG with a CHF1,194.88 average price target, representing an 8.77% upside. In a report released on April 15, Citi also downgraded the stock to a Hold with a CHF1,120.00 price target.
Yahoo
21-04-2025
- Business
- Yahoo
Schindler Holding AG (SHLAF) (Q4 2024) Earnings Call Highlights: Record Net Profit Amidst ...
Revenue: Declined 2.2% in local currencies for the full year 2024. EBIT Margin: Improved by 100 basis points to 11.3% for the year. Net Profit: Reached CHF 1 billion, a record for Schindler. Operating Cash Flow: CHF 1.6 billion for the year. Dividend: Proposed CHF 6 per share for 2024. Order Intake: Grew by 1.6% in local currencies in Q4 2024. Service and Modernization Growth: High single-digit growth in local currencies. China Revenue: Declined by over 20% in Q4 2024. Net Liquidity: CHF 3.7 billion at year-end. Share Buyback Program: CHF 42 million worth of shares bought back by year-end. Warning! GuruFocus has detected 4 Warning Sign with BOM:505714. Release Date: February 12, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Schindler Holding AG (SHLAF) achieved its 2024 outlook despite severe market headwinds, particularly in China. The company reported an EBIT margin improvement of 100 basis points compared to 2023, indicating strong operational efficiency. Schindler's service and modernization segments grew high single digits in local currencies, showcasing the resilience of its business model. The rollout of the standardized modular platform is progressing well, with successful implementation in key markets like Europe, India, and Brazil. Schindler reported a record net profit of over CHF1 billion in 2024, with strong cash flow generation allowing for increased shareholder distributions. The new installation market, particularly in China, faced significant declines, impacting overall revenue growth. Currency headwinds negatively affected financial performance, reducing order intake, revenue, and operating profits by over 3%. Revenue for the final quarter of 2024 was disappointing, with a decline of 3.5% in Swiss francs and 2.2% in local currencies. The order backlog was flat compared to the previous year, with a 2.2% decline in local currencies, indicating challenges in new installations. The Chinese market continues to pose challenges with a more than 10% expected decline in new installations for 2025, affecting overall growth prospects. Q: What are the most profound changes at Schindler over the past three years that position the company for the future? A: Paolo Compagna, CEO, highlighted the recreation of the product platform in new installations, the launch of a strong product base for modernization, and significant investments in the team as the most impactful changes. These efforts focus on people, products, and processes, setting a foundation for profitable growth. Q: Can you discuss the expectations for sales growth in 2025, given the low single-digit forecast and the current backlog situation? A: Paolo Compagna explained that the growth plan focuses on profitable growth across new installations, modernization, and service, with modernization and service playing a larger role. The growth will primarily come from the Americas and Europe, with China contributing in modernization and service. Q: How have margin improvements been distributed across product segments and regions? A: Paolo Compagna noted that margin improvements are more about market performance, particularly in the Americas and Europe, with significant contributions from modernization and existing installations. Carla De Geyseleer, CFO, added that efficiencies and procurement savings have also played a strong role in profitability across segments. Q: What is Schindler's exposure to potential tariffs from the US to NAFTA, China, and Europe? A: Paolo Compagna stated that Schindler's operations in the US are largely self-contained, with over 90% of production and procurement occurring domestically. This minimizes the impact of potential tariffs, and the company benefits from its US-based operations. Q: How have connected units impacted conversion rates, retention, and recaptures in 2024? A: Paolo Compagna highlighted that connected units significantly improve portfolio retention and customer service. The impact is evident in countries with higher connectivity levels, leading to better portfolio protection, customer retention, and additional digital service revenues. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
08-04-2025
- Business
- Yahoo
Should Weakness in Carlo Gavazzi Holding AG's (VTX:GAV) Stock Be Seen As A Sign That Market Will Correct The Share Price Given Decent Financials?
With its stock down 8.6% over the past month, it is easy to disregard Carlo Gavazzi Holding (VTX:GAV). However, stock prices are usually driven by a company's financials over the long term, which in this case look pretty respectable. Specifically, we decided to study Carlo Gavazzi Holding's ROE in this article. Return on equity or ROE is a key measure used to assess how efficiently a company's management is utilizing the company's capital. In short, ROE shows the profit each dollar generates with respect to its shareholder investments. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. The formula for return on equity is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Carlo Gavazzi Holding is: 6.1% = CHF8.0m ÷ CHF130m (Based on the trailing twelve months to September 2024). The 'return' is the income the business earned over the last year. That means that for every CHF1 worth of shareholders' equity, the company generated CHF0.06 in profit. Check out our latest analysis for Carlo Gavazzi Holding Thus far, we have learned that ROE measures how efficiently a company is generating its profits. Based on how much of its profits the company chooses to reinvest or "retain", we are then able to evaluate a company's future ability to generate profits. Assuming everything else remains unchanged, the higher the ROE and profit retention, the higher the growth rate of a company compared to companies that don't necessarily bear these characteristics. At first glance, Carlo Gavazzi Holding's ROE doesn't look very promising. We then compared the company's ROE to the broader industry and were disappointed to see that the ROE is lower than the industry average of 19%. Although, we can see that Carlo Gavazzi Holding saw a modest net income growth of 18% over the past five years. So, the growth in the company's earnings could probably have been caused by other variables. Such as - high earnings retention or an efficient management in place. Next, on comparing Carlo Gavazzi Holding's net income growth with the industry, we found that the company's reported growth is similar to the industry average growth rate of 20% over the last few years. Earnings growth is a huge factor in stock valuation. What investors need to determine next is if the expected earnings growth, or the lack of it, is already built into the share price. By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. Has the market priced in the future outlook for GAV? You can find out in our latest intrinsic value infographic research report. Carlo Gavazzi Holding has a three-year median payout ratio of 37%, which implies that it retains the remaining 63% of its profits. This suggests that its dividend is well covered, and given the decent growth seen by the company, it looks like management is reinvesting its earnings efficiently. Additionally, Carlo Gavazzi Holding has paid dividends over a period of at least ten years which means that the company is pretty serious about sharing its profits with shareholders. Upon studying the latest analysts' consensus data, we found that the company is expected to keep paying out approximately 38% of its profits over the next three years. Regardless, the future ROE for Carlo Gavazzi Holding is predicted to rise to 12% despite there being not much change expected in its payout ratio. In total, it does look like Carlo Gavazzi Holding has some positive aspects to its business. Despite its low rate of return, the fact that the company reinvests a very high portion of its profits into its business, no doubt contributed to its high earnings growth. While we won't completely dismiss the company, what we would do, is try to ascertain how risky the business is to make a more informed decision around the company. You can see the 2 risks we have identified for Carlo Gavazzi Holding by visiting our risks dashboard for free on our platform here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
07-04-2025
- Business
- Yahoo
COLTENE Holding AG's (VTX:CLTN) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects?
COLTENE Holding (VTX:CLTN) has had a great run on the share market with its stock up by a significant 17% over the last three months. As most would know, fundamentals are what usually guide market price movements over the long-term, so we decided to look at the company's key financial indicators today to determine if they have any role to play in the recent price movement. Particularly, we will be paying attention to COLTENE Holding's ROE today. Return on Equity or ROE is a test of how effectively a company is growing its value and managing investors' money. In other words, it is a profitability ratio which measures the rate of return on the capital provided by the company's shareholders. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. The formula for ROE is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for COLTENE Holding is: 19% = CHF20m ÷ CHF109m (Based on the trailing twelve months to December 2024). The 'return' refers to a company's earnings over the last year. That means that for every CHF1 worth of shareholders' equity, the company generated CHF0.19 in profit. Check out our latest analysis for COLTENE Holding Thus far, we have learned that ROE measures how efficiently a company is generating its profits. Based on how much of its profits the company chooses to reinvest or "retain", we are then able to evaluate a company's future ability to generate profits. Assuming all else is equal, companies that have both a higher return on equity and higher profit retention are usually the ones that have a higher growth rate when compared to companies that don't have the same features. To begin with, COLTENE Holding seems to have a respectable ROE. On comparing with the average industry ROE of 13% the company's ROE looks pretty remarkable. Despite this, COLTENE Holding's five year net income growth was quite flat over the past five years. We reckon that there could be some other factors at play here that's limiting the company's growth. These include low earnings retention or poor allocation of capital. As a next step, we compared COLTENE Holding's net income growth with the industry and were disappointed to see that the company's growth is lower than the industry average growth of 16% in the same period. Earnings growth is an important metric to consider when valuing a stock. The investor should try to establish if the expected growth or decline in earnings, whichever the case may be, is priced in. Doing so will help them establish if the stock's future looks promising or ominous. Is CLTN fairly valued? This infographic on the company's intrinsic value has everything you need to know. With a high three-year median payout ratio of 77% (implying that the company keeps only 23% of its income) of its business to reinvest into its business), most of COLTENE Holding's profits are being paid to shareholders, which explains the absence of growth in earnings. Moreover, COLTENE Holding has been paying dividends for at least ten years or more suggesting that management must have perceived that the shareholders prefer dividends over earnings growth. Upon studying the latest analysts' consensus data, we found that the company is expected to keep paying out approximately 70% of its profits over the next three years. Accordingly, forecasts suggest that COLTENE Holding's future ROE will be 19% which is again, similar to the current ROE. In total, it does look like COLTENE Holding has some positive aspects to its business. However, while the company does have a high ROE, its earnings growth number is quite disappointing. This can be blamed on the fact that it reinvests only a small portion of its profits and pays out the rest as dividends. That being so, the latest analyst forecasts show that the company will continue to see an expansion in its earnings. To know more about the company's future earnings growth forecasts take a look at this free report on analyst forecasts for the company to find out more. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
