Market Closed -
Nyse
21:00:02 29/04/2024 BST
|
5-day change
|
1st Jan Change
|
157.8
USD
|
+1.22%
|
|
-3.38%
|
-14.01%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
5,147
|
5,445
|
9,246
|
6,437
|
8,488
|
7,585
|
-
|
-
|
Enterprise Value (EV)
1 |
6,329
|
6,756
|
10,693
|
8,298
|
10,123
|
9,107
|
9,205
|
9,517
|
P/E ratio
|
40.9
x
|
50
x
|
58.4
x
|
34
x
|
41.5
x
|
35.6
x
|
32
x
|
29.4
x
|
Yield
|
2.22%
|
2.23%
|
1.57%
|
3.17%
|
-
|
3.28%
|
3.39%
|
3.42%
|
Capitalization / Revenue
|
15.5
x
|
15
x
|
22.6
x
|
13.2
x
|
14.9
x
|
12
x
|
11
x
|
9.49
x
|
EV / Revenue
|
19.1
x
|
18.6
x
|
26.1
x
|
17
x
|
17.7
x
|
14.5
x
|
13.3
x
|
11.9
x
|
EV / EBITDA
|
28.6
x
|
27.5
x
|
38.3
x
|
24.6
x
|
25.2
x
|
20.4
x
|
18.6
x
|
17.1
x
|
EV / FCF
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Yield
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Price to Book
|
4.3
x
|
4.31
x
|
5.99
x
|
3.3
x
|
3.19
x
|
2.56
x
|
2.48
x
|
2.45
x
|
Nbr of stocks (in thousands)
|
38,795
|
39,437
|
40,578
|
43,473
|
46,246
|
48,064
|
-
|
-
|
Reference price
2 |
132.7
|
138.1
|
227.8
|
148.1
|
183.5
|
157.8
|
157.8
|
157.8
|
Announcement Date
|
06/02/20
|
09/02/21
|
08/02/22
|
07/02/23
|
07/02/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
331.4
|
363
|
409.5
|
487
|
570.6
|
629.6
|
692.2
|
799.1
|
EBITDA
1 |
221.5
|
245.7
|
279
|
337.5
|
401.3
|
445.4
|
494.1
|
557.9
|
EBIT
1 |
116.6
|
128.2
|
150.9
|
182.6
|
228.1
|
256
|
283.2
|
317.2
|
Operating Margin
|
35.18%
|
35.32%
|
36.85%
|
37.49%
|
39.98%
|
40.66%
|
40.91%
|
39.7%
|
Earnings before Tax (EBT)
1 |
123.3
|
108.4
|
157.6
|
186.3
|
200.5
|
207.5
|
241
|
282.8
|
Net income
1 |
121.7
|
108.4
|
157.6
|
186.2
|
200.5
|
218.6
|
253.5
|
282.7
|
Net margin
|
36.71%
|
29.85%
|
38.48%
|
38.23%
|
35.14%
|
34.71%
|
36.62%
|
35.38%
|
EPS
2 |
3.240
|
2.760
|
3.900
|
4.360
|
4.420
|
4.429
|
4.938
|
5.370
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF margin
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (Net income)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Dividend per Share
2 |
2.940
|
3.080
|
3.580
|
4.700
|
-
|
5.175
|
5.355
|
5.393
|
Announcement Date
|
06/02/20
|
09/02/21
|
08/02/22
|
07/02/23
|
07/02/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 Q4
|
2022 Q1
|
2022 Q2
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
---|
Net sales
1 |
107.4
|
113
|
118.6
|
125.7
|
129.8
|
135
|
139.9
|
146.5
|
149.1
|
154.2
|
155.9
|
160.1
|
164.8
|
165.8
|
169.7
|
EBITDA
1 |
74.33
|
77.73
|
81.98
|
86.9
|
90.93
|
93.88
|
98
|
102.8
|
106.7
|
104.9
|
109.3
|
112.8
|
116.5
|
118.4
|
122.6
|
EBIT
1 |
40.92
|
41.08
|
44.2
|
47.26
|
50.01
|
52.48
|
55.29
|
59.72
|
60.65
|
59.19
|
62.98
|
65.6
|
68.21
|
68.62
|
73.03
|
Operating Margin
|
38.11%
|
36.37%
|
37.29%
|
37.61%
|
38.52%
|
38.87%
|
39.53%
|
40.76%
|
40.66%
|
38.38%
|
40.4%
|
40.98%
|
41.39%
|
41.38%
|
43.04%
|
Earnings before Tax (EBT)
1 |
71.91
|
63.6
|
46.16
|
37.82
|
38.69
|
44.7
|
43.46
|
48.91
|
63.47
|
58.66
|
53.05
|
54.64
|
58.31
|
56.51
|
60.48
|
Net income
1 |
71.89
|
63.58
|
46.14
|
37.79
|
38.67
|
44.69
|
43.45
|
48.9
|
63.46
|
58.64
|
53.14
|
55.75
|
58.42
|
59.71
|
63.19
|
Net margin
|
66.95%
|
56.28%
|
38.92%
|
30.08%
|
29.78%
|
33.1%
|
31.06%
|
33.37%
|
42.54%
|
38.03%
|
34.09%
|
34.83%
|
35.45%
|
36.01%
|
37.24%
|
EPS
2 |
1.750
|
1.540
|
1.090
|
0.8700
|
0.8900
|
1.020
|
0.9700
|
1.070
|
1.350
|
1.220
|
1.092
|
1.135
|
1.171
|
1.200
|
1.250
|
Dividend per Share
2 |
1.100
|
1.100
|
1.100
|
1.250
|
1.250
|
1.250
|
1.250
|
1.270
|
1.270
|
-
|
1.270
|
1.306
|
1.306
|
1.325
|
1.325
|
Announcement Date
|
08/02/22
|
26/04/22
|
26/07/22
|
25/10/22
|
07/02/23
|
25/04/23
|
25/07/23
|
24/10/23
|
07/02/24
|
23/04/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
1,182
|
1,311
|
1,447
|
1,862
|
1,635
|
1,521
|
1,619
|
1,932
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
5.338
x
|
5.336
x
|
5.189
x
|
5.516
x
|
4.073
x
|
3.416
x
|
3.277
x
|
3.463
x
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
ROE (net income / shareholders' equity)
|
11.6%
|
8.77%
|
11.1%
|
10.6%
|
7.98%
|
7.87%
|
7.89%
|
8.07%
|
ROA (Net income/ Total Assets)
|
-
|
-
|
-
|
-
|
-
|
4.54%
|
5.06%
|
-
|
Assets
1 |
-
|
-
|
-
|
-
|
-
|
4,813
|
5,008
|
-
|
Book Value Per Share
2 |
30.80
|
32.00
|
38.00
|
44.80
|
57.50
|
61.60
|
63.70
|
64.40
|
Cash Flow per Share
2 |
5.220
|
5.000
|
6.350
|
7.410
|
7.460
|
6.580
|
7.240
|
-
|
Capex
1 |
-
|
-
|
-
|
-
|
-
|
301
|
440
|
-
|
Capex / Sales
|
-
|
-
|
-
|
-
|
-
|
47.74%
|
63.6%
|
-
|
Announcement Date
|
06/02/20
|
09/02/21
|
08/02/22
|
07/02/23
|
07/02/24
|
-
|
-
|
-
|
Last Close Price
155.9
USD Average target price
188.3
USD Spread / Average Target +20.79% Consensus |
1st Jan change
|
Capi.
|
---|
| -14.01% | 7.49B | | +23.95% | 38.16B | | -22.66% | 9.39B | | -26.03% | 6.32B | | -11.74% | 6.27B | | -11.73% | 6.09B | | -12.07% | 5.8B | | -11.75% | 5.48B | | -12.08% | 5.22B | | +2.92% | 4.98B |
Industrial REITs
|