SMITH (DS) PLC ORD 10P chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 5.27
Dividend & Yield0.15£ (5.13%)
Beta 1.03
Market capitalization 3.97B
Operating cash flow 921M
ESG Scores 12.9

Company description

DS Smith Plc provides packaging solutions, paper products, and recycling services worldwide. The company offers transit and transport, consumer, retail and shelf ready, online and e-retail, industrial, hazardous, multi-material, cushioning, and electrostatic discharge packaging products, as well as wrap arounds, trays, and bag-in-boxes; displays and promotional packaging products; corrugated pallets; Sheetfeeding products; packaging machine systems; and Sizzlepak, a stuffing material made of paper, folded in a zigzag shape, and cut into narrow strips, as well as provides outdoor advertising services. It also provides various recycling and waste management services, including total waste management, paper and cardboard recycling, confidential shredding, and coffee cups and plastics recycling, as well as equipment for the retail, manufacturing, print and publishing, paper mills, automotive, and public sectors. In addition, the company offers recycled corrugated case materials, specialty papers, and kraft liners, as well as related technical and supply chain services. It provides its packaging solutions for the food and drink, consumer goods, industrial, e-commerce and e-retail, and converter industries. The company was formerly known as David S. Smith (Holdings) PLC and changed its name to DS Smith Plc in 2001. DS Smith Plc was founded in 1940 and is headquartered in London, the United Kingdom.

Sector: Consumer Cyclical - Industry: Packaging & Containers

Financial Ratios
Quick Ratio0.71
Working Capital-1.21
Return On Equity0.05
Debt To Equity0.59
Fixed Asset Ratio0.13
Fixed Interest Cover5.29

Financial data

Financial Statements

Cashflow Statement 2019-04-30 2020-04-30 2021-04-30 2022-04-30
Change To Liabilities -8M -161M 276M 864M
Total Cashflows From Investing Activities -1.79B 178M -391M -403M
Net Borrowings 471M -333M -129M -268M
Total Cash From Financing Activities 1.25B -562M -142M -483M
Change To Operating Activities
Issuance Of Stock 1.01B 2M 3M 7M
Net Income 274M 527M 194M 280M
Change In Cash -15M 252M 214M 27M
Effect Of Exchange Rate -4M -4M -4M -8M
Total Cash From Operating Activities 532M 636M 751M 921M
Depreciation 303M 417M 423M 412M
Change To Account Receivables 3M 86M -75M -449M
Other Cashflows From Financing Activities -42M -9M -16M -56M
Change To Netincome -33M -300M -62M -2M
Capital Expenditures -303M -376M -331M -431M

Income Statement 2019-04-30 2020-04-30 2021-04-30 2022-04-30
Research Development
Income Before Tax 350M 368M 231M 378M
Net Income 274M 527M 194M 280M
Selling General Administrative 2M 3M 3M 3M
Gross Profit 631M 660M 499.3M 587M
Ebit 515M 514M 354.3M 446M
Operating Income 515M 514M 354.3M 446M
Interest Expense -62M -74M -67M -58M
Income Tax Expense 88M 78M 49M 98M
Total Revenue 6.17B 6.04B 5.98B 7.24B
Cost Of Revenue 5.54B 5.38B 5.48B 6.65B
Total Other Income ExpenseNet -165M -146M -123.3M -68M
Net Income From Continuing Ops 262M 290M 182M 280M
Net Income Applicable To Common Shares 274M 527M 194M 280M

Balance Sheet Statement 2019-04-30 2020-04-30 2021-04-30 2022-04-30
Total Liabilities 5.4B 5.27B 5.17B 5.65B
Total Stockholder Equity 3.11B 3.35B 3.53B 4.23B
Other Current Liabilities 259M 878M 759M 805M
Total Assets 8.51B 8.62B 8.7B 9.89B
Common Stock 137M 137M 137M 137M
Other Current Assets 272M 70M 110M 346M
Retained Earnings 729M 1B 1.19B 1.35B
Treasury Stock 9M -28M -34M 495M
Cash 382M 595M 813M 819M
Total Current Liabilities 2.48B 2.22B 2.46B 3.57B
Other Stockholder Equity 10M -25M -31M 504M
Property, Plant, and Equipment 2.93B 3.3B 3.28B 3.33B
Total Current Assets 2.18B 1.95B 2.3B 3.11B
Net Tangible Assets -151M 153M 538M 1.33B
Net Receivables 932M 690M 765M 1.15B
Accounts Payable 1.85B 1.04B 1.27B 1.92B


Insider Transactions

Here are the insider transactions of stock shares related to SMITH (DS) PLC ORD 10P:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Johnson (Peter Michael)Bought at price 2.81 per share.D2022-09-2712.6k
Marsh (Adrian Ross Thomas)D2022-09-2379.62k
Marsh (Adrian Ross Thomas)Sold at price 2.87 per share.D2022-09-2338.49k
Rossi (Stefano)D2022-07-2143.05k
Rossi (Stefano)Sold at price 3.41 per share.D2022-07-2122.86k
Roberts (Miles William)D2022-07-15168.94k
Rossi (Stefano)D2022-07-1543.05k
Marsh (Adrian Ross Thomas)D2022-07-1579.62k
Roberts (Miles William)D2022-07-122M
Kessel (Alina)Bought at price 3.23 per share.D2022-07-057k
Marsh (Adrian Ross Thomas)Bought at price 3.54 per share.D2022-06-2920k
Marsh (Adrian Ross Thomas)Sold at price 3.61 per share.D2022-06-2810k
Norges Bank Investment Management (NBIM)D2022-06-2811.95M
Drabble (Geoffrey)Bought at price 3.52 per share.D2022-06-2317.45k
Baxter (Celia)Bought at price 3.57 per share.D2022-06-214.12k
Robbie (David)Bought at price 3.58 per share.D2022-06-2110k
Norges Bank Investment Management (NBIM)D2022-06-20
Robbie (David)D2022-06-20
Sarasin & Partners, L.L.P.D2022-06-20
Smalley (Louise)D2022-06-20
Merpas Co SARLD2022-06-20
Soames (Rupert Christopher)D2022-06-20
Morley Fund Management LtdD2022-06-20
Baxter (Celia)D2022-06-20
Black Creek Investment Management IncD2022-06-20
Drabble (Geoffrey)D2022-06-20
Kessel (Alina)D2022-06-20
Columbia Threadneedle Investments (UK)D2022-06-20
Barclays Global Investors Ltd.D2022-06-17
Barclays Global Investors Ltd.D2022-05-18
Barclays Global Investors Ltd.D2022-04-30
Baxter (Celia)D2022-04-30
Black Creek Investment Management IncD2022-04-30
Columbia Threadneedle Investments (UK)D2022-04-30
David S Smith Employee Benefit Tst LtdD2022-04-30
Drabble (Geoffrey)D2022-04-30
Kessel (Alina)D2022-04-30
Morley Fund Management LtdD2022-04-30
Smalley (Louise)D2022-04-30
Norges Bank Investment Management (NBIM)D2022-04-30
Robbie (David)D2022-04-30
Soames (Rupert Christopher)D2022-04-30
Merpas Co SARLD2022-04-30
Barclays Global Investors Ltd.D2022-04-19
Roberts (Miles William)D2022-03-292M
Rossi (Stefano)D2022-01-3142.87k
Rossi (Stefano)Sold at price 5.12 per share.D2022-01-3142.87k
McIntyre (Colin Stuart)D2022-01-3147.4k
McIntyre (Colin Stuart)Sold at price 5.12 per share.D2022-01-3147.4k
Norges Bank Investment Management (NBIM)D2022-01-2715.39M
Kessel (Alina)Bought at price 5.13 per share.D2021-12-105k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to SMITH (DS) PLC ORD 10P. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on SMITH (DS) PLC ORD 10P

Here is the result of two systematic investment strategies applied to SMITH (DS) PLC ORD 10P. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on SMITH (DS) PLC ORD 10P

The following chart shows the equity curve of the two systematic investment strategies applied to SMITH (DS) PLC ORD 10P:

SMITH (DS) PLC ORD 10P automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 7.12% on the backtest period.

Performance at glance

Performance

7.12 %

Latent gain

209.0 £

Invested capital

2934.2 £

Annualized return

1.73 %
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Momentum strategy results on SMITH (DS) PLC ORD 10P

This is the result of two momentum investment strategies applied to SMITH (DS) PLC ORD 10P. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on SMITH (DS) PLC ORD 10P

The following chart shows all the entries opened by the momentum investment system on SMITH (DS) PLC ORD 10P:

SMITH (DS) PLC ORD 10P momentum entries
  • The first momentum investment strategy would give 5.5% of return on SMITH (DS) PLC ORD 10P. That represents 409.59£ of latent gain with 7448.41£ of employed capital.
  • The second momentum investment strategy would give 6.17% of return on SMITH (DS) PLC ORD 10P. That represents 365.43£ of latent gain with 5920.97£ of employed capital.
Performance at glance (1Q Momentum)

Performance

5.5 %

Latent gain

409.59 £

Invested capital

7448.41 £

Annualized return

12.58 %
Performance at glance (2Q Momentum)

Performance

6.17 %

Latent gain

365.43 £

Invested capital

5920.97 £

Annualized return

1.7 %

Momentum equity curve on SMITH (DS) PLC ORD 10P

The following chart shows the equity curve of the two momentum strategies applied to SMITH (DS) PLC ORD 10P:

SMITH (DS) PLC ORD 10P momentum equity

Note: the dividends potentially given by SMITH (DS) PLC ORD 10P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on SMITH (DS) PLC ORD 10P

The following chart shows the employed capital evolution of the two momentum strategies on SMITH (DS) PLC ORD 10P since the beginning:

SMITH (DS) PLC ORD 10P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on SMITH (DS) PLC ORD 10P

Buy the dip entry openings on SMITH (DS) PLC ORD 10P

SMITH (DS) PLC ORD 10P

The performance achieved by the robo-advisor on SMITH (DS) PLC ORD 10P is 26.68%. That represents 413.8$ of latent gain with 1550.7£ of employed capital. The following chart shows SMITH (DS) PLC ORD 10P stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of SMITH (DS) PLC ORD 10P, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

26.68 %

Latent gain

413.8 £

Invested capital

1550.7 £

Annualized return

12.58 %

Equity curve of the strategy applied to SMITH (DS) PLC ORD 10P

The following chart shows the result of the investment strategy applied to SMITH (DS) PLC ORD 10P:

SMITH (DS) PLC ORD 10P

Note: the dividends potentially given by SMITH (DS) PLC ORD 10P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on SMITH (DS) PLC ORD 10P

The following chart shows the employed capital evolution since the beginning of the investment strategy on SMITH (DS) PLC ORD 10P:

SMITH (DS) PLC ORD 10P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on SMITH (DS) PLC ORD 10P

In this section, I will compare the three previous investment strategies applied to SMITH (DS) PLC ORD 10P.

Equity curve comparison on SMITH (DS) PLC ORD 10P

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

SMITH (DS) PLC ORD 10P investment strategy comparison

Employed capital comparison on SMITH (DS) PLC ORD 10P

SMITH (DS) PLC ORD 10P investment comparison

Performance comparison on SMITH (DS) PLC ORD 10P

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 7.12% 209.0£ 2934.2£ 1.73%
Momentum 1 quarter 5.5% 409.59£ 7448.41£ 1.42%
Momentum 2 quarters 6.17% 365.43£ 5920.97£ 1.7%
Non-directional 26.68% 413.8£ 1550.7£ 12.58%
Annualized return comparison

Automatic investment

1.73 %

Momentum 1Q

1.7 %

Momentum 2Q

1.7 %

Non-directional

12.58 %

Correlated stocks

Here are the most positively and negatively correlated stocks with SMITH (DS) PLC ORD 10P:

Note: The algorithm computes the probability of correlation between SMITH (DS) PLC ORD 10P and the other stocks. There may be false positives or some missing correlated stocks. If the price of SMITH (DS) PLC ORD 10P does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name SMITH (DS) PLC ORD 10P
Country United Kingdom
City London
Address Regent’s Place
Phone 44 20 7756 1800
Website www.dssmith.com
FullTime employees 29584
Industry Packaging & Containers
Sector Consumer Cyclical
Exchange XLON
Ticker SMDS.XLON
Market www.londonstockexchange.com

SMITH (DS) PLC ORD 10P ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 8.3
Peer Environment Performance 10.664545454545
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal no
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 1.6
Peer Social Performance 1.3
Social Percentile unknown
Highest Controversy 0
Peer Highest Controversy Performance 0.81818181818182
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract no
Peer Count yes

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 3.0
Peer Governance Performance 3.5609090909091
Governance Percentile unknown

ESG at glance
Total ESG Scores: 12.9
Environment Score: 8.3
Social Score: 1.6
Governance Score: 3.0

ESG Performance: UNDER_PERF

Peer Group: Containers & Packaging

Peer Esg Score Performance: 15.522727272727

Rating Year: 2022

Rating Month: 8

Max Age: 86400

Percentile: 6