Definitive Analysis
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Definitive Analysis

Financial Statements

Mode

Ticker

Industry

Sector

Poujoulat S.A. (ALPJT.PA)

Company Dividend Discount ModelIndustry: ConstructionSector: Industrials

Valuation Snapshot

Stable Growth$241.28 - $284.27$266.40
Multi-Stage$51.19 - $56.07$53.58
Blended Fair Value$159.99
Current Price$10.30
Upside1,453.33%
DecisionBuy

Dividend History & Growth Metrics (10Y)

Metric5Y CAGR10Y CAGR2025202420232022202120202019201820172016
DPS14.40%1.01%0.200.320.230.150.100.100.130.100.100.15
YoY Growth---38.03%41.18%50.69%48.59%0.00%-21.17%25.73%0.13%-32.94%-15.22%
Dividend Yield--1.92%1.88%0.90%0.74%1.16%1.89%1.47%0.99%1.04%1.90%

Stable Growth Model (Adjusted)

(USD in Millions except Per Share Data)
Net Income To Common (M)11.07
(-) Cash Dividends Paid (M)4.00
(=) Cash Retained (M)7.07
MetricLOWBASEHIGH
Required Retention Ratio20.0%12.5%7.5%
(=) Cash Required (M)2.211.380.83
Cash Retained (M)7.077.077.07
(-) Cash Required (M)-2.21-1.38-0.83
(=) Excess Retained (M)4.855.686.24
(/) Shares Outstanding (M)7.757.757.75
(=) Excess Retained per Share0.630.730.81
LTM Dividend per Share0.520.520.52
(+) Excess Retained per Share0.630.730.81
(=) Adjusted Dividend1.141.251.32
WACC / Discount Rate5.88%5.88%5.88%
Growth Rate5.50%6.50%7.50%
Fair Value$241.28$266.40$284.27
Upside / Downside2,242.54%2,486.44%2,659.91%

Multi-Stage Model: Projections

(USD in Millions)
MetricTTMDec-27Dec-28Dec-29Dec-30Dec-31Terminal
Net Income (M)11.0711.7912.5613.3814.2515.1715.63
Payout Ratio36.16%46.93%57.70%68.46%79.23%90.00%92.50%
Projected Dividends (M)4.005.537.259.1611.2913.6514.45

Multi-Stage Valuation

MetricLOWBASEHIGH
WACC / Discount Rate5.88%5.88%5.88%
Growth Rate5.50%6.50%7.50%
Year 1 PV (M)5.185.235.28
Year 2 PV (M)6.346.466.59
Year 3 PV (M)7.507.717.93
Year 4 PV (M)8.658.989.32
Year 5 PV (M)9.7910.2610.75
PV of Terminal Value (M)359.10376.45394.46
Equity Value (M)396.55415.09434.32
Shares Outstanding (M)7.757.757.75
Fair Value$51.19$53.58$56.07
Upside / Downside396.99%420.22%444.33%

High-Yield Dividend Screener

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