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Company Analysis J D Wetherspoon plc
1. Summary
Advantages
- The stock's return over the last year (-1.34%) is higher than the sector average (-2.18%).
- Current debt level 37.74% is below 100% and has decreased over 5 years from 50.82%.
Disadvantages
- Price (9.54 $) is higher than fair price (3.9 $)
- Dividends (1.61%) are below the sector average (3.88%).
- The company's current efficiency (ROE=12.18%) is lower than the sector average (ROE=18.44%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| J D Wetherspoon plc | Consumer Cyclical | Index | |
|---|---|---|---|
| 7 days | 0% | -1.6% | -0.2% |
| 90 days | -1.3% | -2% | 17.5% |
| 1 year | -1.3% | -2.2% | 11.2% |
JDWPF vs Sector: J D Wetherspoon plc has outperformed the "Consumer Cyclical" sector by 0.8378% over the past year.
JDWPF vs Market: J D Wetherspoon plc has significantly underperformed the market by -12.59% over the past year.
Stable price: JDWPF is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: JDWPF with weekly volatility of -0.0259% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (9.54 $) is higher than the fair price (3.9 $).
Price is higher than fair: The current price (9.54 $) is 59.1% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (24.78) is lower than that of the sector as a whole (25.12).
P/E vs Market: The company's P/E (24.78) is lower than that of the market as a whole (59.87).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (3.01) is lower than that of the sector as a whole (3.67).
P/BV vs Market: The company's P/BV (3.01) is lower than that of the market as a whole (3.17).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.594) is lower than that of the sector as a whole (2.75).
P/S vs Market: The company's P/S indicator (0.594) is lower than that of the market as a whole (3.43).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (8.13) is lower than that of the sector as a whole (15.13).
EV/Ebitda vs Market: The company's EV/Ebitda (8.13) is lower than that of the market as a whole (40.12).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -27.4% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-27.4%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-6.09%).
5.4. ROE
ROE vs Sector: The company's ROE (12.18%) is lower than that of the sector as a whole (18.44%).
ROE vs Market: The company's ROE (12.18%) is lower than that of the market as a whole (41.73%).
5.5. ROA
ROA vs Sector: The company's ROA (2.52%) is lower than that of the sector as a whole (7.43%).
ROA vs Market: The company's ROA (2.52%) is lower than that of the market as a whole (29.55%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (12.14%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.99%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.61% is below the average for the sector '3.88%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.61% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 1.61% has been growing weakly or stagnant over the past 5 years. Growth over only 2 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (20.7%) are at an uncomfortable level.
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