Market Closed -
Nyse
21:00:02 26/04/2024 BST
|
5-day change
|
1st Jan Change
|
46
USD
|
-0.09%
|
|
+0.81%
|
-12.66%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
5,270
|
5,437
|
8,625
|
6,377
|
6,967
|
6,088
|
-
|
-
|
Enterprise Value (EV)
1 |
6,732
|
6,869
|
10,177
|
8,310
|
9,147
|
8,264
|
8,233
|
8,479
|
P/E ratio
|
22.1
x
|
27.5
x
|
31.7
x
|
17.7
x
|
25.4
x
|
30
x
|
28.1
x
|
25.6
x
|
Yield
|
2.22%
|
2.37%
|
1.63%
|
2.45%
|
2.43%
|
3.22%
|
3.35%
|
3.58%
|
Capitalization / Revenue
|
12.4
x
|
12.1
x
|
18.1
x
|
11.8
x
|
11.3
x
|
9.13
x
|
8.41
x
|
7.44
x
|
EV / Revenue
|
15.8
x
|
15.3
x
|
21.4
x
|
15.4
x
|
14.9
x
|
12.4
x
|
11.4
x
|
10.4
x
|
EV / EBITDA
|
24
x
|
23.1
x
|
32.8
x
|
23
x
|
22.2
x
|
18.5
x
|
16.6
x
|
15.4
x
|
EV / FCF
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Yield
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Price to Book
|
2.99
x
|
2.86
x
|
3.82
x
|
2.59
x
|
2.72
x
|
2.42
x
|
2.42
x
|
-
|
Nbr of stocks (in thousands)
|
126,952
|
129,050
|
130,290
|
132,135
|
132,275
|
132,341
|
-
|
-
|
Reference price
2 |
41.51
|
42.13
|
66.20
|
48.26
|
52.67
|
46.00
|
46.00
|
46.00
|
Announcement Date
|
12/02/20
|
10/02/21
|
09/02/22
|
08/02/23
|
07/02/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
426
|
448
|
476.3
|
539.9
|
614
|
666.6
|
724.1
|
818.3
|
EBITDA
1 |
280.4
|
296.9
|
310.2
|
361.3
|
411.3
|
447.8
|
494.5
|
550.9
|
EBIT
1 |
159.6
|
166.3
|
179.4
|
214
|
244.6
|
273.6
|
311.3
|
374.1
|
Operating Margin
|
37.47%
|
37.13%
|
37.67%
|
39.63%
|
39.84%
|
41.05%
|
42.99%
|
45.71%
|
Earnings before Tax (EBT)
1 |
231.1
|
198.4
|
282.2
|
290
|
262.3
|
210.9
|
211.7
|
-
|
Net income
1 |
238.8
|
196
|
271
|
359.1
|
274.8
|
195.1
|
217.9
|
249.9
|
Net margin
|
56.05%
|
43.74%
|
56.9%
|
66.52%
|
44.76%
|
29.26%
|
30.1%
|
30.54%
|
EPS
2 |
1.880
|
1.530
|
2.090
|
2.720
|
2.070
|
1.533
|
1.635
|
1.795
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF margin
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
FCF Conversion (Net income)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Dividend per Share
2 |
0.9200
|
1.000
|
1.080
|
1.180
|
1.280
|
1.480
|
1.541
|
1.645
|
Announcement Date
|
12/02/20
|
10/02/21
|
09/02/22
|
08/02/23
|
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 |
121.6
|
125.5
|
130
|
139.8
|
144.6
|
149.4
|
152.2
|
155.1
|
157.3
|
162.3
|
163.9
|
168.2
|
171.7
|
176.7
|
177.7
|
EBITDA
1 |
79.65
|
81.34
|
86.91
|
95.43
|
97.64
|
97.1
|
102.8
|
104.8
|
106.6
|
104.2
|
110.8
|
113.9
|
117.8
|
118.3
|
122.5
|
EBIT
1 |
46.27
|
47.45
|
50.17
|
57.1
|
58.95
|
57.33
|
61.01
|
62.38
|
63.91
|
61.23
|
69.48
|
72.62
|
75.01
|
74.85
|
77.62
|
Operating Margin
|
38.07%
|
37.8%
|
38.58%
|
40.86%
|
40.76%
|
38.37%
|
40.08%
|
40.22%
|
40.63%
|
37.73%
|
42.4%
|
43.17%
|
43.69%
|
42.35%
|
43.68%
|
Earnings before Tax (EBT)
1 |
119.7
|
37.06
|
39.66
|
127.1
|
86.2
|
40.31
|
55.26
|
75.94
|
90.81
|
70.28
|
45.05
|
45.41
|
46.77
|
48
|
52.9
|
Net income
1 |
114.4
|
36.23
|
117
|
123.9
|
82
|
55.92
|
54.64
|
75.01
|
89.2
|
68.41
|
47.14
|
48.54
|
48.66
|
48.95
|
52.34
|
Net margin
|
94.13%
|
28.86%
|
89.96%
|
88.65%
|
56.7%
|
37.42%
|
35.89%
|
48.36%
|
56.72%
|
42.16%
|
28.77%
|
28.86%
|
28.34%
|
27.7%
|
29.45%
|
EPS
2 |
0.8700
|
0.2700
|
0.8800
|
0.9400
|
0.6200
|
0.4200
|
0.4100
|
0.5700
|
0.6700
|
0.5200
|
0.3624
|
0.3811
|
0.3629
|
0.3800
|
0.3933
|
Dividend per Share
2 |
0.2700
|
0.2950
|
0.2950
|
0.2950
|
0.2950
|
0.3200
|
0.3200
|
0.3200
|
0.3200
|
-
|
0.3634
|
0.3634
|
0.3634
|
0.3753
|
0.3753
|
Announcement Date
|
09/02/22
|
20/04/22
|
20/07/22
|
19/10/22
|
08/02/23
|
19/04/23
|
19/07/23
|
18/10/23
|
07/02/24
|
17/04/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
1,462
|
1,433
|
1,551
|
1,933
|
2,180
|
2,176
|
2,145
|
2,392
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
5.216
x
|
4.824
x
|
5.001
x
|
5.35
x
|
5.302
x
|
4.86
x
|
4.338
x
|
4.341
x
|
Free Cash Flow
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
ROE (net income / shareholders' equity)
|
14%
|
10.7%
|
12.9%
|
15%
|
10.9%
|
7.9%
|
7.61%
|
-
|
ROA (Net income/ Total Assets)
|
7.17%
|
5.36%
|
6.8%
|
7.86%
|
5.43%
|
3.97%
|
4.03%
|
-
|
Assets
1 |
3,331
|
3,657
|
3,986
|
4,567
|
5,065
|
4,920
|
5,403
|
-
|
Book Value Per Share
2 |
13.90
|
14.70
|
17.30
|
18.60
|
19.40
|
19.00
|
19.00
|
-
|
Cash Flow per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Capex
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Capex / Sales
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Announcement Date
|
12/02/20
|
10/02/21
|
09/02/22
|
08/02/23
|
07/02/24
|
-
|
-
|
-
|
Average target price
54.79
USD Spread / Average Target +19.10% Consensus |
1st Jan change
|
Capi.
|
---|
| -12.66% | 6.09B | | -21.94% | 96.34B | | +21.78% | 38.16B | | -22.99% | 9.39B | | -15.05% | 7.49B | | -26.53% | 6.32B | | -12.18% | 6.27B | | -13.12% | 5.8B | | -11.75% | 5.48B | | -13.63% | 5.22B |
Industrial REITs
|