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Luxempart

BDL:LXMPR
Snowflake Description

Undervalued with excellent balance sheet and pays a dividend.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
LXMPR
BDL
€1B
Market Cap
  1. Home
  2. LU
  3. Diversified Financials
Company description

Luxempart S.A. is an investment firm specializing in direct and fund of fund investments. The last earnings update was 152 days ago. More info.


Add to Portfolio Compare Print
  • Luxempart is a fund or ETF! Currently our data availability for these is poor, we only recommend using them as part of a portfolio.
LXMPR Share Price and Events
7 Day Returns
-1%
BDL:LXMPR
-1.6%
Europe Capital Markets
-1.6%
LU Market
1 Year Returns
1%
BDL:LXMPR
11%
Europe Capital Markets
-11.6%
LU Market
LXMPR Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Luxempart (LXMPR) -1% -1.9% -5.5% 1% 32.5% 53.3%
Europe Capital Markets -1.6% 0.1% 4.7% 11% -3.1% -7.8%
LU Market -1.6% -0.7% -16.5% -11.6% -22.1% -47.9%
1 Year Return vs Industry and Market
  • LXMPR underperformed the Capital Markets industry which returned 11% over the past year.
  • LXMPR outperformed the Market in Luxembourg which returned -11.6% over the past year.
Price Volatility
LXMPR
Industry
5yr Volatility vs Market

LXMPR Value

 Is Luxempart 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 Luxempart 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 Luxempart.

BDL:LXMPR Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model Excess Returns Model
Stable EPS Median Return on Equity from the past 5 years.
= Stable Book Value * Return on Equity
= €70.08 * 9.4%
€6.60
Book Value of Equity per Share Median Book Value from the past 5 years. €70.08
Discount Rate (Cost of Equity) See below 5.4%
Perpetual Growth Rate 10-Year LU Government Bond Rate 0.7%

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 BDL:LXMPR
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year LU Govt Bond Rate 0.7%
Equity Risk Premium S&P Global 5.4%
Capital Markets Unlevered Beta Simply Wall St/ S&P Global 0.79
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.786 (1 + (1- 26.01%) (3.54%))
0.87
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
0.87
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 0.65% + (0.87 * 5.44%)
5.39%

Discounted Cash Flow Calculation for BDL:LXMPR using Excess Returns Model Model

The calculations below outline how an intrinsic value for Luxempart is arrived at using the Excess Return Model. This approach is used for finance firms where free cash flow is difficult to estimate.

In the Excess Return Model the value of a firm can be written as the sum of capital invested currently in the firm and the present value of excess returns that the firm expects to make in the future.

The model is sensitive to the Return on Equity of the company versus the Cost of Equity, how these are calculated is detailed below the main calculation.

Note the calculations below are per share.

See our documentation to learn about this calculation.

BDL:LXMPR Value of Excess Returns
Calculation Result
Excess Returns = (Stable Return on equity – Cost of equity) (Book Value of Equity per share)
= (9.4% – 5.39%) * €70.08)
€2.83
Terminal Value of Excess Returns = Excess Returns / (Cost of Equity - Expected Growth Rate)
= €2.83 / (5.39% - 0.65%)
€59.70
Value of Equity = Book Value per share + Terminal Value of Excess Returns
= €70.08 + €59.70
€129.78
BDL:LXMPR Discount to Share Price
Calculation Result
Value per share (EUR) From above. €129.78
Current discount Discount to share price of €52.00
= -1 x (€52.00 - €129.78) / €129.78
59.9%

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

Current Discount
Amount off the current price Luxempart is available for.
Intrinsic value
>50%
Share price is €52 vs Future cash flow value of €129.78
Current Discount Checks
For Luxempart to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • Luxempart's share price is below the future cash flow value, and at a moderate discount (> 20%).
  • Luxempart'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 Luxempart's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Luxempart's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
BDL:LXMPR PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-06-30) in EUR €2.72
BDL:LXMPR Share Price ** BDL (2020-01-28) in EUR €52
Europe Capital Markets Industry PE Ratio Median Figure of 140 Publicly-Listed Capital Markets Companies 21.17x
Luxembourg Market PE Ratio Median Figure of 7 Publicly-Listed Companies 29.71x

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

** Primary Listing of Luxempart.

BDL:LXMPR PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= BDL:LXMPR Share Price ÷ EPS (both in EUR)

= 52 ÷ 2.72

19.08x

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

  • Luxempart is good value based on earnings compared to the Europe Capital Markets industry average.
  • Luxempart is good value based on earnings compared to the Luxembourg market.
Price based on expected Growth
Does Luxempart's expected growth come at a high price?
Raw Data
BDL:LXMPR PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 19.08x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 0 Analysts
Not available
Europe Capital Markets Industry PEG Ratio Median Figure of 57 Publicly-Listed Capital Markets Companies 1.61x

*Line of best fit is calculated by linear regression .

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

  • Unable to calculate PEG ratio for Luxempart, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Luxempart's assets?
Raw Data
BDL:LXMPR PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-06-30) in EUR €72.70
BDL:LXMPR Share Price * BDL (2020-01-28) in EUR €52
Europe Capital Markets Industry PB Ratio Median Figure of 234 Publicly-Listed Capital Markets Companies 1.37x
Luxembourg Market PB Ratio Median Figure of 9 Publicly-Listed Companies 0.97x
BDL:LXMPR PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= BDL:LXMPR Share Price ÷ Book Value per Share (both in EUR)

= 52 ÷ 72.70

0.72x

* Primary Listing of Luxempart.

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

  • Luxempart is good value based on assets compared to the Europe Capital Markets industry average.
X
Value checks
We assess Luxempart'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 Capital Markets 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 Capital Markets industry average (and greater than 0)? (1 check)
  5. Luxempart 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.

LXMPR Future Performance

 How is Luxempart expected to perform in the next 1 to 3 years based on estimates from 0 analysts?

In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Luxempart has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have past financial data. You can see them here.

Show me the analysis anyway

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
16.3%
Expected Capital Markets industry annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Luxempart expected to grow at an attractive rate?
  • Unable to compare Luxempart's earnings growth to the low risk savings rate as no estimate data is available.
Growth vs Market Checks
  • Unable to compare Luxempart's earnings growth to the market average as no estimate data is available.
  • Unable to compare Luxempart's revenue growth to the market average as no estimate data is available.
Annual Growth Rates Comparison
Raw Data
BDL:LXMPR Future Growth Rates Data Sources
Data Point Source Value (per year)
Europe Capital Markets Industry Earnings Growth Rate Market Cap Weighted Average 16.3%
Europe Capital Markets Industry Revenue Growth Rate Market Cap Weighted Average 4.1%

*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
BDL:LXMPR Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (6 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
All numbers in EUR Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
BDL:LXMPR Past Financials Data
Date (Data in EUR Millions) Revenue Cash Flow Net Income *
2019-06-30 66 140 55
2019-03-31 46 129 35
2018-12-31 27 118 16
2018-09-30 187 51 175
2018-06-30 346 -16 333
2018-03-31 362 8 350
2017-12-31 377 31 367
2017-09-30 287 -15 248
2017-06-30 197 -61 129
2017-03-31 170 -50 132
2016-12-31 143 -38 136
2016-09-30 91 19 123

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Unable to determine if Luxempart is high growth as no earnings estimate data is available.
  • Unable to determine if Luxempart is high growth as no revenue estimate data is available.
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
BDL:LXMPR Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (6 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below

All data from Luxempart Company Filings, last reported 6 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

BDL:LXMPR Past Financials Data
Date (Data in EUR Millions) EPS *
2019-06-30 2.72
2019-03-31 1.76
2018-12-31 0.80
2018-09-30 8.70
2018-06-30 16.61
2018-03-31 17.45
2017-12-31 18.29
2017-09-30 12.35
2017-06-30 6.42
2017-03-31 6.60
2016-12-31 6.79
2016-09-30 6.13

*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.
  • Unable to establish if Luxempart will efficiently use shareholders’ funds in the future without estimates of Return on Equity.

Next steps:

  1. Examine whether Luxempart is trading at Luxempart'san attractive price based on how much it is expected to earn in the future, and relative to its industry peers and the wider market.
  2. Luxempart's future outlook can be gauged by looking at industry trends and market size, and determining how well-positioned the company is compared to its competitors. Take a look at other high-growth Diversified Financials companies here
  3. Luxempart's competitive advantages and company strategy can generally be found in its financial reports archived here.
  4. Use fundamentals to screen for another stock to analyse from our database of over 75,000 companies worldwide
X
Future performance checks
We assess Luxempart'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.
Luxempart has a total score of 0/6, 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.

LXMPR Past Performance

  How has Luxempart 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 Luxempart's growth in the last year to its industry (Capital Markets).
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.
  • Luxempart's year on year earnings growth rate has been positive over the past 5 years, however the most recent earnings are below average.
  • Luxempart's 1-year earnings growth is negative, it can't be compared to the 5-year average.
  • Luxempart's 1-year earnings growth is negative, it can't be compared to the Europe Capital Markets industry average.
Earnings and Revenue History
Luxempart'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 Luxempart Company Filings, last reported 6 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

BDL:LXMPR Past Revenue, Cash Flow and Net Income Data
Date (Data in EUR Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-06-30 65.67 54.70 9.65
2019-03-31 46.41 35.35 9.77
2018-12-31 27.15 16.01 9.89
2018-09-30 186.59 174.63 11.11
2018-06-30 346.03 333.24 12.32
2018-03-31 361.61 349.97 11.48
2017-12-31 377.19 366.70 10.63
2017-09-30 287.16 247.71 9.99
2017-06-30 197.13 128.72 9.34
2017-03-31 170.20 132.46 8.63
2016-12-31 143.27 136.19 7.91
2016-09-30 91.19 123.04 5.77
2016-06-30 39.10 109.89 3.63
2016-03-31 32.96 86.44 3.59
2015-12-31 26.81 62.99 3.55
2015-09-30 26.08 54.37 3.59
2015-06-30 25.35 45.75 3.62
2015-03-31 23.99 72.45 3.52
2014-12-31 22.63 99.16 3.43
2014-09-30 23.68 126.66 3.08
2014-06-30 24.74 154.17 2.72
2014-03-31 34.21 123.73 2.58
2013-12-31 43.69 93.30 2.44
2013-09-30 42.15 68.73 2.40
2013-06-30 40.62 44.17 2.35
2013-03-31 32.90 35.51 2.40

*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.
  • Luxempart has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Luxempart used its assets more efficiently than the Europe Capital Markets industry average last year based on Return on Assets.
  • Luxempart has significantly improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Luxempart'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 Capital Markets 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.
Luxempart has a total score of 3/6, 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.

LXMPR Health

 How is Luxempart'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 Luxempart's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Luxempart is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Luxempart's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Luxempart'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 covered by short term assets, assets are 6.2x 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 Luxempart Company Filings, last reported 6 months ago.

BDL:LXMPR Past Debt and Equity Data
Date (Data in EUR Millions) Total Equity Total Debt Cash & Short Term Investments
2019-06-30 1,459.60 36.99 223.87
2019-03-31 1,459.60 36.99 223.87
2018-12-31 1,395.48 30.40 252.03
2018-09-30 1,395.48 30.40 252.03
2018-06-30 1,433.11 23.71 112.24
2018-03-31 1,433.11 23.71 112.24
2017-12-31 1,406.26 19.26 166.84
2017-09-30 1,406.26 19.26 166.84
2017-06-30 1,422.66 15.00 164.32
2017-03-31 1,422.66 15.00 164.32
2016-12-31 1,254.12 26.95 173.11
2016-09-30 1,254.12 26.95 173.11
2016-06-30 1,108.28 26.14 267.77
2016-03-31 1,108.28 26.14 267.77
2015-12-31 1,091.77 15.39 204.11
2015-09-30 1,091.77 15.39 204.11
2015-06-30 1,086.25 0.00 226.02
2015-03-31 1,086.25 0.00 226.02
2014-12-31 1,091.49 0.00 316.82
2014-09-30 1,091.49 0.00 316.82
2014-06-30 1,081.89 0.00 335.42
2014-03-31 1,081.89 0.00 335.42
2013-12-31 983.62 0.00 247.29
2013-09-30 983.62 0.00 247.29
2013-06-30 889.62 2.50 239.30
2013-03-31 889.62 2.50 239.30
  • Luxempart's level of debt (2.5%) compared to net worth is satisfactory (less than 40%).
  • Unable to establish if Luxempart's debt level has increased without past 5-year debt data.
  • Debt is well covered by operating cash flow (379.2%, greater than 20% of total debt).
  • Luxempart earns more interest than it pays, coverage of interest payments is not a concern.
X
Financial health checks
We assess Luxempart'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. Luxempart has a total score of 5/6, 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.

LXMPR Dividends

 What is Luxempart'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
2.71%
Current annual income from Luxempart dividends.
If you bought €2,000 of Luxempart shares you are expected to receive €54 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?
  • Luxempart's pays a higher dividend yield than the bottom 25% of dividend payers in Luxembourg (2.54%).
  • Luxempart's dividend is below the markets top 25% of dividend payers in Luxembourg (6.13%).
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
BDL:LXMPR 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 0 Analyst Estimates (S&P Global) See Below
Europe Capital Markets Industry Average Dividend Yield Market Cap Weighted Average of 109 Stocks 3.3%
Luxembourg Market Average Dividend Yield Market Cap Weighted Average of 6 Stocks 4.4%
Luxembourg Minimum Threshold Dividend Yield 10th Percentile 1.6%
Luxembourg Bottom 25% Dividend Yield 25th Percentile 2.5%
Luxembourg Top 25% Dividend Yield 75th Percentile 6.1%

Industry and Market average data is calculated daily.

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

BDL:LXMPR Past Annualized Dividends Data
Date (Data in €) Dividend per share (annual) Avg. Yield (%)
2019-03-29 1.407 2.631
2018-04-03 1.340 2.445
2017-03-28 1.220 2.400
2016-03-29 1.100 2.963
2015-03-27 1.000 2.941
2014-03-28 0.908 2.751
2013-04-02 0.825 2.996
2012-03-29 0.750 3.147
2012-01-16 0.750 3.333
2011-03-25 0.580 2.577
2010-03-25 0.620 2.660
2009-12-31 0.620 2.826

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

  • Dividends per share have been stable in the past 10 years.
  • Dividends per share have increased over the past 10 years.
Current Payout to shareholders
What portion of Luxempart's earnings are paid to the shareholders as a dividend.
  • Dividends paid are covered by earnings (1.9x coverage).
Future Payout to shareholders
  • Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
X
Income/ dividend checks
We assess Luxempart's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1.6%) - 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 Luxempart afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Luxempart 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.

LXMPR Management

 What is the CEO of Luxempart'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
Jacquot Schwertzer
AGE 63
TENURE AS CEO 2 years
CEO Bio

Herr Jacquot Schwertzer serves as the Chief Executive Officer at Energus SA. Herr Schwertzer serves as the President at ICP SICAR. He is the Chief Executive Officer since 2018 and a Managing Director at Luxempart SA and is employed with the firm since 2000. He plays an advisory role at the firm. He was employed at Probutan- Gas. He serves as a Director of Indufin Capital Partners S.A. SICAR. He serves as a Director of Quip, Atenor Group and Cegedel SA. He served as Representative Director at Direct Energie Société Anonyme. He has been a Non-Executive Director of Foyer S.A.(Formerly Le Foyer Compagnie Luxembourgeoise SA) since 2000. He was a Director of Luxempart S.A., since April 27, 2015. He served as a Director of Banque Internationale a Luxembourg SA. Enovos Luxembourg S.A. and Poweo. He served as a Member of the Supervisory Board of PNE Wind AG from September 1, 2010 to May 22, 2013. He served as a Director of Utopia SA since November 2006. He served as a Director of Banque Internationale a Luxembourg SA. Herr Schwertzer holds an MA degree in Economics from Université de Strasbourg.

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

François Tesch

TITLE
Executive Chairman of the Board of Directors
AGE
68
TENURE
0.4 yrs

Jacquot Schwertzer

TITLE
MD & CEO
AGE
63
TENURE
2 yrs

Alain Huberty

TITLE
CFO, General Secretary & Director
AGE
52

Arnaud Nait-Chalal

TITLE
Chief Operating Officer & Finance Function

Basile Phelipeau

TITLE
Chief Investment Officer

Pascale Finck-Braibant

TITLE
Head of Administration

Jo Santino

TITLE
Executive Director
AGE
62

John Penning

TITLE
Head of Direct Investments & Executive Director
AGE
47

Guy Wygaerts

TITLE
Managing Director
AGE
63

Jean-Marc Sceo

TITLE
AGE
53
Board of Directors Tenure

Average tenure and age of the Luxempart board of directors in years:

4.8
Average Tenure
62
Average Age
  • The tenure for the Luxempart board of directors is about average.
Board of Directors

Frank Wagener

TITLE
Independent Vice Chairman
AGE
67

François Tesch

TITLE
Executive Chairman of the Board of Directors
AGE
68
TENURE
2.8 yrs

Alain Huberty

TITLE
CFO, General Secretary & Director
AGE
52

Jo Santino

TITLE
Executive Director
AGE
62

John Penning

TITLE
Head of Direct Investments & Executive Director
AGE
47

Jacques Elvinger

TITLE
Independent Non-Executive Director
TENURE
4.8 yrs

François Gillet

TITLE
Non-Executive Director
AGE
59

Pierre Drion

TITLE
Independent Non-Executive Director
AGE
77
TENURE
11.8 yrs

Michèle Detaille

TITLE
Independent Non-Executive Director
AGE
62

Grégoire Chertok

TITLE
Independent Non-Executive Director
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 Luxempart'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. Luxempart 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.

LXMPR News

Simply Wall St News

What Makes Luxempart SA (BDL:LXMPR) An Attractive Investment?

Luxempart SA (BDL:LXMPR) is a stock with outstanding fundamental characteristics. … When we build an investment case, we need to look at the stock with a holistic perspective. … In the case of LXMPR, it

Simply Wall St -

Is It Time To Buy Luxempart SA. (BDL:LXMPR) Based Off Its PE Ratio?

Formula Price-Earnings Ratio = Price per share ÷ Earnings per share P/E Calculation for LXMPR Price per share = €53 Earnings per share = €18.286 ∴ Price-Earnings Ratio = €53 ÷ €18.286 = 2.9x The P/E ratio isn’t a metric you view in isolation and only becomes useful when you compare it against other similar companies. … For example, if you accidentally compared higher growth firms with LXMPR, then LXMPR’s P/E would naturally be lower since investors would reward its peers’ higher growth with a higher price. … Alternatively, if you inadvertently compared less risky firms with LXMPR, LXMPR’s P/E would again be lower since investors would reward its peers’ lower risk with a higher price as well.

Simply Wall St -

Who Are The Top Investors In Luxempart SA. (BDL:LXMPR)?

Check out our latest analysis for Luxempart BDL:LXMPR Ownership_summary Mar 26th 18 Institutional Ownership Institutional investors transact in large blocks which can influence the momentum of stock prices, at least in the short-term, especially when there is a low level of public shares available on the market to trade. … General Public Ownership The general public holds a substantial 98.99% stake in LXMPR, making it a highly popular stock among retail investors. … This level of ownership gives retail investors the power to sway key policy decisions such as board composition, executive compensation, and potential acquisitions.

Simply Wall St -

What You Must Know About Luxempart SA.'s (BDL:LXMPR) Market Risks

LXMPR's beta implies it may be a stock that investors with high-beta portfolios might find relevant if they wanted to reduce their exposure to market risk, especially during times of downturns. … A market capitalisation of €1.00B puts LXMPR in the category of small-cap stocks, which tends to possess higher beta than larger companies. … Thus, we can expect LXMPR to be more stable in the face of market movements, relative to its peers of similar size but with a higher portion of fixed assets on their books.

Simply Wall St -

How Does Luxempart SA.'s (BDL:LXMPR) Earnings Growth Stack Up Against Industry Performance?

In this article, I will take a look at Luxempart SA.'s (BDL:LXMPR) most recent earnings update (30 June 2017) and compare these latest figures against its performance over the past few years, along with how the rest of LXMPR's industry performed. … See our latest analysis for Luxempart Were LXMPR's earnings stronger than its past performances and the industry? … Given that these figures are somewhat short-term, I’ve created an annualized five-year value for LXMPR's net income, which stands at €77.27M This suggests that, on average, Luxempart has been able to increasingly grow its profits over the last few years as well.

Simply Wall St -

LXMPR Company Info

Description

Luxempart S.A. is an investment firm specializing in direct and fund of fund investments. The firm also makes secondary direct investments. Within direct investments, it specializes in PIPE and private equity investments in middle market, later stage, mature, emerging growth, late venture, mezzanine, buyouts, acquisitions and private investment in public equity, and growth capital for small and medium sized companies. The firm seeks to invest in listed and non-listed companies. The firm does not target a specific sector, but prefers to invest in companies operating in energy, media, banks and financial services, holding companies, credit agencies, insurance brokers, healthcare, retail and telecommunications sectors. It seeks to invest in companies based in Europe including Grand Duchy of Luxembourg and nearby regions, France, Germany, Italy, Belgium, Austria and Switzerland. The firm typically invests between €5 million ($6.55 million) and €100 million ($131.10 million) in companies with a minimum EBITDA of €1 million ($1.31 million), target enterprise value between €10 million ($13.11 million) and €2000 million ($2622.02 million), and with a minimum target sales value of €15 million ($19.66 million). It aims to aid its portfolio companies to their IPO through financial aid. The firm seeks Board seats in its portfolio companies. It prefers to take majority stakes in companies but also takes minority stakes. Luxempart SA, formerly known as Bil Participations SA, was founded in May 1988 and is based in Leudelange, Luxembourg with additional offices in Belgium, Italy, Germany, and France.

Details
Name: Luxempart S.A.
LXMPR
Exchange: BDL
Founded: 1988
€1,043,981,744
20,076,572
Website: http://www.luxempart.lu
Address: Luxempart S.A.
12 Rue Léon Laval,
Leudelange,
3372,
Luxembourg
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
BDL LXMPR Common Stock Bourse de Luxembourg LU EUR 02. Jan 1992
LSE 0P14 Common Stock London Stock Exchange GB EUR 02. Jan 1992
Number of employees
Current staff
Staff numbers
16
Luxempart employees.
Industry
Asset Management and Custody Banks
Diversified Financials
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2020/01/28 20:48
End of day share price update: 2020/01/28 00:00
Last earnings filing: 2019/08/29
Last earnings reported: 2019/06/30
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.