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1&1 Drillisch

DB:DRI
Snowflake Description

Undervalued average dividend payer.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
DRI
DB
€4B
Market Cap
  1. Home
  2. DE
  3. Telecom
Company description

1&1 Drillisch AG, together with its subsidiaries, operates as a telecommunications provider in Germany. The last earnings update was 6 days ago. More info.


Add to Portfolio Compare Print
  • 1&1 Drillisch has significant price volatility in the past 3 months.
DRI Share Price and Events
7 Day Returns
0.6%
DB:DRI
-3%
Europe Wireless Telecom
0%
DE Market
1 Year Returns
-42.1%
DB:DRI
1.1%
Europe Wireless Telecom
9.9%
DE Market
DRI Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
1&1 Drillisch (DRI) 0.6% -19.7% 3.3% -42.1% - -
Europe Wireless Telecom -3% -3.3% 2.2% 1.1% -14.3% -26.2%
DE Market 0% 4.6% 12.1% 9.9% 14.6% 18.2%
1 Year Return vs Industry and Market
  • DRI underperformed the Wireless Telecom industry which returned 1.1% over the past year.
  • DRI underperformed the Market in Germany which returned 9.9% over the past year.
Price Volatility
DRI
Industry
5yr Volatility vs Market

DRI Value

 Is 1&1 Drillisch undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of 1&1 Drillisch to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for 1&1 Drillisch.

DB:DRI Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 11 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 5%
Perpetual Growth Rate 10-Year DE Government Bond Rate 0.2%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for DB:DRI
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year DE Govt Bond Rate 0.2%
Equity Risk Premium S&P Global 6%
Wireless Telecom Unlevered Beta Simply Wall St/ S&P Global 0.34
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.337 (1 + (1- 30%) (0%))
0.555
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
0.8
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 0.23% + (0.8 * 5.96%)
5%

Discounted Cash Flow Calculation for DB:DRI using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for 1&1 Drillisch is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

Note: Free cash flow to equity valuations ignore the company's cash or debt.

DB:DRI DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (EUR, Millions) Source Present Value
Discounted (@ 5%)
2020 393.20 Analyst x6 374.49
2021 363.54 Analyst x7 329.77
2022 841.00 Analyst x1 726.57
2023 1,089.23 Est @ 29.52% 896.25
2024 1,315.03 Est @ 20.73% 1,030.56
2025 1,506.75 Est @ 14.58% 1,124.62
2026 1,661.55 Est @ 10.27% 1,181.15
2027 1,782.18 Est @ 7.26% 1,206.62
2028 1,873.97 Est @ 5.15% 1,208.39
2029 1,942.82 Est @ 3.67% 1,193.18
Present value of next 10 years cash flows €9,271.00
DB:DRI DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2029 × (1 + g) ÷ (Discount Rate – g)
= €1,942.82 × (1 + 0.23%) ÷ (5% – 0.23%)
€40,839.93
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= €40,839.93 ÷ (1 + 5%)10
€25,081.73
DB:DRI Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= €9,271.00 + €25,081.73
€34,352.73
Equity Value per Share
(EUR)
= Total value / Shares Outstanding
= €34,352.73 / 176.26
€194.89
DB:DRI Discount to Share Price
Calculation Result
Non-primary Listing Adjustment Factor 1 share in DB:DRI represents 1.00406x of XTRA:DRI
(This could be a different class, a depositary receipt, a different currency, or all of these things.)
1.00406x
Value per Share
(Listing Adjusted, EUR)
= Value per Share (EUR) x Listing Adjustment Factor
= € 194.89 x 1.00406
€195.68
Value per share (EUR) From above. €195.68
Current discount Discount to share price of €24.78
= -1 x (€24.78 - €195.68) / €195.68
87.3%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price 1&1 Drillisch is available for.
Intrinsic value
>50%
Share price is €24.78 vs Future cash flow value of €195.68
Current Discount Checks
For 1&1 Drillisch to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • 1&1 Drillisch's share price is below the future cash flow value, and at a moderate discount (> 20%).
  • 1&1 Drillisch's share price is below the future cash flow value, and at a substantial discount (> 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for 1&1 Drillisch's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are 1&1 Drillisch's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
DB:DRI PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-09-30) in EUR €2.23
XTRA:DRI Share Price ** XTRA (2019-11-18) in EUR €24.68
Europe Wireless Telecom Industry PE Ratio Median Figure of 7 Publicly-Listed Wireless Telecom Companies 22.75x
Germany Market PE Ratio Median Figure of 401 Publicly-Listed Companies 20.03x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of 1&1 Drillisch.

DB:DRI PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= XTRA:DRI Share Price ÷ EPS (both in EUR)

= 24.68 ÷ 2.23

11.07x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • 1&1 Drillisch is good value based on earnings compared to the Europe Wireless Telecom industry average.
  • 1&1 Drillisch is good value based on earnings compared to the Germany market.
Price based on expected Growth
Does 1&1 Drillisch's expected growth come at a high price?
Raw Data
DB:DRI PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 11.07x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 11 Analysts
5.9%per year
Europe Wireless Telecom Industry PEG Ratio Median Figure of 5 Publicly-Listed Wireless Telecom Companies 2.38x
Germany Market PEG Ratio Median Figure of 256 Publicly-Listed Companies 1.38x

*Line of best fit is calculated by linear regression .

DB:DRI PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 11.07x ÷ 5.9%

1.88x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • 1&1 Drillisch is poor value based on expected growth next year.
Price based on value of assets
What value do investors place on 1&1 Drillisch's assets?
Raw Data
DB:DRI PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-09-30) in EUR €25.75
XTRA:DRI Share Price * XTRA (2019-11-18) in EUR €24.68
Europe Wireless Telecom Industry PB Ratio Median Figure of 9 Publicly-Listed Wireless Telecom Companies 1.82x
Germany Market PB Ratio Median Figure of 577 Publicly-Listed Companies 1.84x
DB:DRI PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= XTRA:DRI Share Price ÷ Book Value per Share (both in EUR)

= 24.68 ÷ 25.75

0.96x

* Primary Listing of 1&1 Drillisch.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • 1&1 Drillisch is good value based on assets compared to the Europe Wireless Telecom industry average.
X
Value checks
We assess 1&1 Drillisch's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Wireless Telecom industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Wireless Telecom industry average (and greater than 0)? (1 check)
  5. 1&1 Drillisch has a total score of 5/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

DRI Future Performance

 How is 1&1 Drillisch expected to perform in the next 1 to 3 years based on estimates from 11 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
5.9%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is 1&1 Drillisch expected to grow at an attractive rate?
  • 1&1 Drillisch's earnings growth is expected to exceed the low risk savings rate of 0.2%.
Growth vs Market Checks
  • 1&1 Drillisch's earnings growth is positive but not above the Germany market average.
  • 1&1 Drillisch's revenue growth is positive but not above the Germany market average.
Annual Growth Rates Comparison
Raw Data
DB:DRI Future Growth Rates Data Sources
Data Point Source Value (per year)
DB:DRI Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 11 Analysts 5.9%
DB:DRI Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 11 Analysts 1.8%
Europe Wireless Telecom Industry Earnings Growth Rate Market Cap Weighted Average 15.8%
Europe Wireless Telecom Industry Revenue Growth Rate Market Cap Weighted Average 1.5%
Germany Market Earnings Growth Rate Market Cap Weighted Average 12.5%
Germany Market Revenue Growth Rate Market Cap Weighted Average 4.8%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
DB:DRI Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (1 month ago) See Below
Future Estimates Average of up to 11 Analyst Estimates (S&P Global) See Below
All numbers in EUR Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
DB:DRI Future Estimates Data
Date (Data in EUR Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-12-31 4,033 2
2022-12-31 3,903 773 466 3
2021-12-31 3,908 565 383 11
2020-12-31 3,817 507 366 11
2019-12-31 3,744 435 358 2
2019-11-18
DB:DRI Past Financials Data
Date (Data in EUR Millions) Revenue Cash Flow Net Income *
2019-09-30 3,698 262 394
2019-06-30 3,669 178 406
2019-03-31 3,670 200 410
2018-12-31 3,662 156 406
2018-09-30 3,540 212 326
2018-06-30 3,355 204 314
2018-03-31 3,092 270 308
2017-12-31 2,812 348 294
2017-09-30 2,634 312 299
2016-12-31 2,430 211 204

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • 1&1 Drillisch's earnings are expected to grow by 5.9% yearly, however this is not considered high growth (20% yearly).
  • 1&1 Drillisch's revenue is expected to grow by 1.8% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
DB:DRI Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (1 month ago) See Below
Future Estimates Average of up to 11 Analyst Estimates (S&P Global) See Below

All data from 1&1 Drillisch Company Filings, last reported 1 month ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

DB:DRI Future Estimates Data
Date (Data in EUR Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-12-31
2022-12-31 2.64 3.40 1.87 2.00
2021-12-31 2.32 3.14 1.89 10.00
2020-12-31 2.13 2.80 1.55 11.00
2019-12-31 2.03 2.09 1.99 4.00
2019-11-18
DB:DRI Past Financials Data
Date (Data in EUR Millions) EPS *
2019-09-30 2.23
2019-06-30 2.30
2019-03-31 2.32
2018-12-31 2.30
2018-09-30 2.87
2018-06-30 1.90
2018-03-31 2.05
2017-12-31 2.16
2017-09-30 1.52
2016-12-31 1.74

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • 1&1 Drillisch is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess 1&1 Drillisch's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Europe market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Europe market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
1&1 Drillisch has a total score of 1/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

DRI Past Performance

  How has 1&1 Drillisch performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare 1&1 Drillisch's growth in the last year to its industry (Wireless Telecom).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Insufficient data to establish if 1&1 Drillisch's year on year earnings growth rate was positive over the past 5 years.
  • Unable to compare 1&1 Drillisch's 1-year earnings growth to the 5-year average due to insufficient past data.
  • 1&1 Drillisch's earnings growth has not exceeded the Europe Wireless Telecom industry average in the past year (21% vs 21%).
Earnings and Revenue History
1&1 Drillisch's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from 1&1 Drillisch Company Filings, last reported 1 month ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

DB:DRI Past Revenue, Cash Flow and Net Income Data
Date (Data in EUR Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-09-30 3,698.40 393.71 616.69
2019-06-30 3,669.07 405.70 603.67
2019-03-31 3,670.29 410.39 594.91
2018-12-31 3,662.46 406.03 589.15
2018-09-30 3,539.71 325.50 588.19
2018-06-30 3,354.81 314.06 558.67
2018-03-31 3,092.41 308.48 511.65
2017-12-31 2,812.31 293.75 468.14
2017-09-30 2,633.62 299.40 388.89
2016-12-31 2,430.06 203.61 355.87

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • 1&1 Drillisch has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • 1&1 Drillisch used its assets more efficiently than the Europe Wireless Telecom industry average last year based on Return on Assets.
  • Unable to establish if 1&1 Drillisch improved its use of capital last year versus 3 years ago (Return on Capital Employed) due to insufficient past data.
X
Past performance checks
We assess 1&1 Drillisch's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Wireless Telecom industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
1&1 Drillisch has a total score of 1/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

DRI Health

 How is 1&1 Drillisch's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up 1&1 Drillisch's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • 1&1 Drillisch is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • 1&1 Drillisch's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of 1&1 Drillisch's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is not covered by short term assets, assets are -49.8x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from 1&1 Drillisch Company Filings, last reported 1 month ago.

DB:DRI Past Debt and Equity Data
Date (Data in EUR Millions) Total Equity Total Debt Cash & Short Term Investments
2019-09-30 4,538.58 0.00 34.17
2019-06-30 4,448.66 0.00 38.92
2019-03-31 4,365.99 0.00 45.77
2018-12-31 4,280.08 0.00 6.85
2018-09-30 4,175.83 0.00 32.39
2018-06-30 4,074.23 0.00 33.88
2018-03-31 4,261.24 0.00 54.43
2017-12-31 3,805.08 3.08 151.50
2017-09-30 3,745.17 50.08 56.68
2016-12-31 -412.82 1,003.96 7.37
  • Unable to establish if 1&1 Drillisch's level of debt is high without past debt data.
  • Unable to establish if 1&1 Drillisch's debt level has increased without past 5-year debt data.
  • Operating cash flow is negative therefore debt is not well covered.
  • 1&1 Drillisch has no debt, therefore coverage of interest payments is not a concern.
X
Financial health checks
We assess 1&1 Drillisch's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. 1&1 Drillisch has a total score of 2/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

DRI Dividends

 What is 1&1 Drillisch's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
7.29%
Current annual income from 1&1 Drillisch dividends. Estimated to be 1.74% next year.
If you bought €2,000 of 1&1 Drillisch shares you are expected to receive €146 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • 1&1 Drillisch's pays a higher dividend yield than the bottom 25% of dividend payers in Germany (1.33%).
  • 1&1 Drillisch's dividend is above the markets top 25% of dividend payers in Germany (3.68%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
DB:DRI Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 11 Analyst Estimates (S&P Global) See Below
Europe Wireless Telecom Industry Average Dividend Yield Market Cap Weighted Average of 7 Stocks 4.9%
Germany Market Average Dividend Yield Market Cap Weighted Average of 334 Stocks 2.9%
Germany Minimum Threshold Dividend Yield 10th Percentile 0.7%
Germany Bottom 25% Dividend Yield 25th Percentile 1.3%
Germany Top 25% Dividend Yield 75th Percentile 3.7%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

DB:DRI Future Dividends Estimate Data
Date (Data in €) Dividend per Share (annual) Avg. No. Analysts
2023-12-31
2022-12-31 0.90 1.00
2021-12-31 0.58 12.00
2020-12-31 0.55 12.00
2019-12-31 0.05 10.00
2019-11-18
DB:DRI Past Annualized Dividends Data
Date (Data in €) Dividend per share (annual) Avg. Yield (%)
2019-03-28 1.800 6.385
2019-01-15 1.800 4.968
2018-03-22 1.600 3.364
2018-01-15 1.600 2.476

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Whilst dividend payments have been stable, 1&1 Drillisch has been paying a dividend for less than 10 years.
  • Dividend payments have increased, but 1&1 Drillisch only paid a dividend in the past 2 years.
Current Payout to shareholders
What portion of 1&1 Drillisch's earnings are paid to the shareholders as a dividend.
  • Dividends paid are covered by earnings (1.2x coverage).
Future Payout to shareholders
  • Dividends after 3 years are expected to be well covered by earnings (3.3x coverage).
X
Income/ dividend checks
We assess 1&1 Drillisch's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.7%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can 1&1 Drillisch afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. 1&1 Drillisch has a total score of 4/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

DRI Management

 What is the CEO of 1&1 Drillisch's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Ralph Dommermuth
COMPENSATION €0
AGE 56
TENURE AS CEO 1.8 years
CEO Bio

Mr. Ralph Dommermuth is Chief Executive Officer and Chairman of the Management Board at 1&1 Drillisch AG since January 1, 2018. Mr. Dommermuth founded 1&1 Internet, Inc. in 1992 and serves as its Chief Marketing Officer. Mr. Dommermuth has been Chief Executive Officer of United Internet AG since 1988 and also it’s Member of the Management Board since 1988, which he founded in 1988. Mr. Dommermuth served as Chairman of the Management Board at United Internet AG. Mr. Dommermuth served as the Managing Director at 1&1 Internet SE. Mr. Dommermuth began his career with a training program as a Banker, followed by a sales position at a computer retailer in Montabaur, Germany. Mr. Dommermuth serves as a Member of the Board of Director at 1&1 Internet AG. He served as a Director of United Internet AG. He serves as a Director at United Internet Media AG. He serves as a Member of Supervisory Board of twenty4help Knowledge Service AG, Montabaur. He served as the Chairman of the Supervisory Board at United Internet Media AG. Mr. Dommermuth served as a Member of Supervisory Board at Rocket Internet SE since August 22, 2014 until June 23, 2015. Mr. Dommermuth served as a Member of the Supervisory Board at Sedo Holding AG from December 16, 2009 to June 6, 2012. He is a qualified Banker.

CEO Compensation
  • Insufficient data for Ralph to compare compensation growth.
  • Insufficient data for Ralph to establish whether their remuneration is reasonable compared to companies of similar size in Germany.
Management Team Tenure

Average tenure and age of the 1&1 Drillisch management team in years:

1.3
Average Tenure
50.5
Average Age
  • The average tenure for the 1&1 Drillisch management team is less than 2 years, this suggests a new team.
Management Team

Ralph Dommermuth

TITLE
CEO & Chairman of Management Board
AGE
56
TENURE
1.8 yrs

André Driesen

TITLE
CFO & Member of Management Board
COMPENSATION
€863K
AGE
50
TENURE
4.6 yrs

Alessandro Nava

TITLE
Member of the Management Board
AGE
47
TENURE
0.3 yrs

Markus Huhn

TITLE
Member of Management Board
AGE
51
TENURE
0.8 yrs

Oliver Keil

TITLE
Head of Investor Relations
Board of Directors Tenure

Average tenure and age of the 1&1 Drillisch board of directors in years:

2
Average Tenure
59.5
Average Age
  • The average tenure for the 1&1 Drillisch board of directors is less than 3 years, this suggests a new board.
Board of Directors

Michael Scheeren

TITLE
Chairman of Supervisory Board
AGE
62
TENURE
2 yrs

Kai-Uwe Ricke

TITLE
Deputy Chairperson of Supervisory Board
AGE
58
TENURE
2 yrs

Norbert Lang

TITLE
Member of Supervisory Board
AGE
58
TENURE
4 yrs

Claudia Borgas-Herold

TITLE
Member of Supervisory Board
AGE
56
TENURE
1.8 yrs

Vlasios Choulidis

TITLE
Member of Supervisory Board
AGE
61
TENURE
1.8 yrs

Kurt Dobitsch

TITLE
Member of Supervisory Board
AGE
65
TENURE
2.1 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month open market individual insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (€) Value (€)
X
Management checks
We assess 1&1 Drillisch's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. 1&1 Drillisch has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

DRI News

Simply Wall St News

Did You Manage To Avoid 1&1 Drillisch's (FRA:DRI) 45% Share Price Drop?

Unfortunately the 1&1 Drillisch AG (FRA:DRI) share price slid 45% over twelve months. … One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. … During the unfortunate twelve months during which the 1&1 Drillisch share price fell, it actually saw its earnings per share (EPS) improve by 13%.

Simply Wall St -

How Many 1&1 Drillisch AG (FRA:DRI) Shares Do Institutions Own?

See our latest analysis for 1&1 Drillisch DB:DRI Ownership Summary, July 17th 2019 What Does The Institutional Ownership Tell Us About 1&1 Drillisch? … Our information suggests that 1&1 Drillisch AG insiders own under 1% of the company. … Public Company Ownership We can see that public companies hold 75%, of the DRI shares on issue.

Simply Wall St -

What Can We Make Of 1&1 Drillisch AG’s (FRA:DRI) High Return On Capital?

The formula for calculating the return on capital employed is: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) Or for 1&1 Drillisch: 0.12 = €567m ÷ (€5.3b - €561m) (Based on the trailing twelve months to March 2019.) Therefore, 1&1 Drillisch has an ROCE of 12%. … Do 1&1 Drillisch's Current Liabilities Skew Its ROCE? … The ROCE equation subtracts current liabilities from capital employed, so a company with a lot of current liabilities appears to have less capital employed, and a higher ROCE than otherwise.

Simply Wall St -

Why You Should Like 1&1 Drillisch AG’s (FRA:DRI) ROCE

Analysts use this formula to calculate return on capital employed: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) Or for 1&1 Drillisch: 0.12 = €567m ÷ (€5.3b - €561m) (Based on the trailing twelve months to March 2019.) Therefore, 1&1 Drillisch has an ROCE of 12%. … Do 1&1 Drillisch's Current Liabilities Skew Its ROCE? … 1&1 Drillisch has total assets of €5.3b and current liabilities of €561m.

Simply Wall St -

Are Dividend Investors Making A Mistake With 1&1 Drillisch AG (FRA:DRI)?

1&1 Drillisch paid out less in dividends than it reported in profits, but unfortunately it didn't generate enough free cash flow to cover the dividend. … However, it's also important to assess if earnings per share (EPS) are growing. Over the long term, dividends need to grow at or above the rate of inflation, in order to maintain the recipient's purchasing power. 1&1 Drillisch's earnings per share are up 5.9% on last year. We're glad to see EPS up on last year, but we're conscious that growth rates typically slow as companies increase in size. EPS have been growing at a reasonable rate, although with most of the profits being paid out to shareholders, we question if the company will be able to keep growing its dividends in the future. We do note though, one year is too short a time to be drawing strong conclusions about a company's future prospects. Conclusion Dividend investors should always want to know if a) a company's dividends are affordable, b) if there is a track record of consistent payments, and c) if the dividend is capable of growing. … See if the 13 1&1 Drillisch analysts we track are forecasting continued growth with our free report on analyst estimates for the company.

Simply Wall St -

Read This Before You Buy 1&1 Drillisch AG (FRA:DRI) Because Of Its P/E Ratio

We'll apply a basic P/E ratio analysis to 1&1 Drillisch AG's (FRA:DRI), to help you decide if the stock is worth further research. … See our latest analysis for 1&1 Drillisch How Do I Calculate A Price To Earnings Ratio? … The formula for P/E is: Price to Earnings Ratio = Price per Share ÷ Earnings per Share (EPS) Or for 1&1 Drillisch: P/E of 12.06 = €27.94 ÷ €2.32 (Based on the year to March 2019.) Is A High Price-to-Earnings Ratio Good?

Simply Wall St -

What Should Investors Know About The Future Of 1&1 Drillisch AG's (FRA:DRI)?

The latest earnings update 1&1 Drillisch AG (FRA:DRI) released in December 2018 indicated that the company experienced a robust tailwind, leading to a double-digit earnings growth of 38%. … Below, I've presented key growth figures on how market analysts predict 1&1 Drillisch's earnings growth outlook over the next couple of years and whether the future looks even brighter than the past. … Check out our latest analysis for 1&1 Drillisch Market analysts' prospects for the coming year seems rather subdued, with earnings climbing by a single digit 8.3%.

Simply Wall St -

If You Had Bought 1&1 Drillisch (FRA:DRI) Stock A Year Ago, You'd Be Sitting On A 45% Loss, Today

Unfortunately the 1&1 Drillisch AG (FRA:DRI) share price slid 45% over twelve months. … Even though the 1&1 Drillisch share price is down over the year, its EPS actually improved. … The divergence between the EPS and the share price is quite notable, during the year.

Simply Wall St -

Did 1&1 Drillisch AG (FRA:DRI) Use Debt To Deliver Its ROE Of 9.5%?

While some investors are already well versed in financial metrics (hat tip), this article is for those who would like to learn about Return On Equity (ROE) and why it is important. … Another way to think of that is that for every €1 worth of equity in the company, it was able to earn €0.095. … Return on Equity = Net Profit ÷ Shareholders' Equity

Simply Wall St -

What Can We Make Of 1&1 Drillisch AG’s (FRA:DRI) High Return On Capital?

In particular, we'll consider its Return On Capital Employed (ROCE), as that can give us insight into how profitably the company is able to employ capital in its business. … What is Return On Capital Employed (ROCE)? … ROCE measures the amount of pre-tax profits a company can generate from the capital employed in its business.

Simply Wall St -

DRI Company Info

Description

1&1 Drillisch AG, together with its subsidiaries, operates as a telecommunications provider in Germany. The company operates in two segments, Access and Other. It provides its customers with a portfolio of services and products from the fields of broadband and mobile Internet. The company's mobile access and landline products include related applications, such as home networks, online storage, telephony, and video on demand or Internet protocol television. It also develops, implements, and manages software solutions for business process management and workflow automation; and provides maintenance and support services. In addition, the company markets postpaid and prepaid products in the networks of Telefónica and Vodafone; and acts as a corporate venture capital arm. It operates under the 1&1, winSIM, yourfone, smartmobile.de, simply, sim.de, eteleon, discoTEL, M2M-Mobil, PremiumSIM, maXXim, and DeutschlandSIM brand names. The company serves 4.34m broadband connections and 9.20 million mobile services contracts. The company was founded in 1988 and is headquartered in Maintal, Germany.

Details
Name: 1&1 Drillisch AG
DRI
Exchange: DB
Founded: 1988
€4,346,686,244
176,264,649
Website: http://www.1und1-drillisch.de
Address: 1&1 Drillisch AG
Wilhelm-Roentgen-Strasse 1-5,
Maintal,
Hessen, 63477,
Germany
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
XTRA DRI Share Capital XETRA Trading Platform DE EUR 11. Sep 2017
DB DRI Share Capital Deutsche Boerse AG DE EUR 11. Sep 2017
LSE 0E6Y Share Capital London Stock Exchange GB EUR 11. Sep 2017
SWX DRI Share Capital SIX Swiss Exchange CH CHF 11. Sep 2017
WBAG DRI Share Capital Wiener Boerse AG AT EUR 11. Sep 2017
BATS-CHIXE DRID Share Capital BATS 'Chi-X Europe' GB EUR 11. Sep 2017
Number of employees
Current staff
Staff numbers
3,082
1&1 Drillisch employees.
Industry
Wireless Telecommunication Services
Telecom
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/11/18 22:22
End of day share price update: 2019/11/18 00:00
Last estimates confirmation: 2019/11/18
Last earnings filing: 2019/11/12
Last earnings reported: 2019/09/30
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.