PIPER SANDLER COMPANIES Financials Piper Sandler Companies
Equities
PIPR
US7240781002
Investment Banking & Brokerage Services
|
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 197.2 USD | +2.67% |
|
+6.13% | +12.75% |
| Apr. 26 | Well, it isn't as bad as feared... |  |
| Apr. 26 | Transcript : Piper Sandler Companies, Q1 2024 Earnings Call, Apr 26, 2024 |
Valuation
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 1,148 | 1,388 | 2,520 | 1,778 | 2,644 | 3,509 | - | - |
| Enterprise Value (EV) 1 | 1,148 | 1,388 | 1,763 | 1,647 | 2,644 | 3,024 | 2,938 | 2,945 |
| P/E ratio | 10.4 x | 37.1 x | 10.9 x | - | - | - | - | - |
| Yield | 1.88% | 1.24% | 1.09% | 2.8% | 1.94% | 2.88% | 4.16% | 3.7% |
| Capitalization / Revenue | 1.39 x | 1.12 x | 1.27 x | 1.24 x | 1.99 x | 2.28 x | 1.97 x | 1.86 x |
| EV / Revenue | 1.39 x | 1.12 x | 0.89 x | 1.15 x | 1.99 x | 1.97 x | 1.65 x | 1.56 x |
| EV / EBITDA | 7,227,245 x | - | - | - | - | - | - | - |
| EV / FCF | - | - | - | - | - | - | - | - |
| FCF Yield | - | - | - | - | - | - | - | - |
| Price to Book | 1.5 x | 1.68 x | 2.37 x | - | - | - | - | - |
| Nbr of stocks (in thousands) | 14,357 | 13,751 | 14,115 | 13,659 | 15,122 | 17,800 | - | - |
| Reference price 2 | 79.94 | 100.9 | 178.5 | 130.2 | 174.9 | 197.2 | 197.2 | 197.2 |
| Announcement Date | 1/31/20 | 2/4/21 | 2/10/22 | 2/3/23 | 2/2/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 823.8 | 1,235 | 1,980 | 1,434 | 1,330 | 1,537 | 1,778 | 1,889 |
| EBITDA | 158.8 | - | - | - | - | - | - | - |
| EBIT 1 | - | - | 550 | 269.2 | 212.9 | 290.7 | 378.8 | 420.8 |
| Operating Margin | - | - | 27.77% | 18.77% | 16.01% | 18.92% | 21.3% | 22.27% |
| Earnings before Tax (EBT) | - | - | - | - | - | - | - | - |
| Net income | - | - | - | - | - | - | - | - |
| Net margin | - | - | - | - | - | - | - | - |
| EPS | 7.690 | 2.720 | 16.43 | - | - | - | - | - |
| Free Cash Flow | - | - | - | - | - | - | - | - |
| FCF margin | - | - | - | - | - | - | - | - |
| FCF Conversion (EBITDA) | - | - | - | - | - | - | - | - |
| FCF Conversion (Net income) | - | - | - | - | - | - | - | - |
| Dividend per Share 2 | 1.500 | 1.250 | 1.950 | 3.650 | 3.400 | 5.685 | 8.210 | 7.300 |
| Announcement Date | 1/31/20 | 2/4/21 | 2/10/22 | 2/3/23 | 2/2/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2021 Q3 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 440.3 | 633.7 | 361.8 | 345.6 | 335.4 | 390.9 | 289.2 | 277.4 | 306.2 | 457.4 | 333.9 | 339.6 | 385.1 | 478.2 | 381.4 |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBIT 1 | 116 | 194.7 | 75.2 | 60.53 | 57.92 | 75.5 | 40.78 | 26.38 | 46.72 | 99.07 | 52.12 | 54.84 | 71.8 | 110.7 | 69.79 |
| Operating Margin | 26.35% | 30.73% | 20.79% | 17.51% | 17.27% | 19.32% | 14.1% | 9.51% | 15.26% | 21.66% | 15.61% | 16.15% | 18.65% | 23.16% | 18.3% |
| Earnings before Tax (EBT) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net margin | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EPS | 2.680 | 6.540 | 2.120 | 1.260 | 0.8700 | - | - | - | - | - | - | - | - | - | - |
| Dividend per Share 2 | 0.5500 | 0.5500 | 0.6000 | 0.6000 | 0.6000 | 1.850 | 0.6000 | 0.6000 | 0.6000 | 1.600 | 0.6000 | 0.6000 | 0.6000 | 5.470 | - |
| Announcement Date | 10/29/21 | 2/10/22 | 4/29/22 | 7/29/22 | 10/28/22 | 2/3/23 | 5/2/23 | 7/28/23 | 10/27/23 | 2/2/24 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | - | - | - | - | - |
| Net Cash position 1 | - | - | 756 | 131 | - | 486 | 572 | 565 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow | - | - | - | - | - | - | - | - |
| ROE (net income / shareholders' equity) | 15.1% | 22.8% | 42.2% | - | - | - | - | - |
| ROA (Net income/ Total Assets) | 7.14% | - | - | - | - | - | - | - |
| Assets | - | - | - | - | - | - | - | - |
| Book Value Per Share | 53.40 | 60.20 | 75.20 | - | - | - | - | - |
| Cash Flow per Share | - | - | - | - | - | - | - | - |
| Capex | - | - | - | - | - | - | - | - |
| Capex / Sales | - | - | - | - | - | - | - | - |
| Announcement Date | 1/31/20 | 2/4/21 | 2/10/22 | 2/3/23 | 2/2/24 | - | - | - |
1USD in Million
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
C+
Sell
Buy
Mean consensus
HOLD
Number of Analysts
4
Last Close Price
197.2
USD
Average target price
238
USD
Spread / Average Target
+20.71%
| 1st Jan change | Capi. | |
|---|---|---|
| +12.75% | 3.51B | |
| -9.33% | 34.78B | |
| -9.61% | 12.87B | |
| +7.20% | 9.41B | |
| +5.66% | 8.76B | |
| -11.37% | 3.5B | |
| +2.27% | 3.42B | |
| +1.58% | 2.83B | |
| -1.05% | 2.87B | |
| -7.64% | 2.25B |
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