JACQUES BOGART chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 18.73
Dividend & Yield0.23€ (2.77%)
Beta 0.95
Market capitalization 119.21M
Operating cash flow 33.12M
ESG Scores unknown

Company description

Jacques Bogart S.A. produces and sells fragrances and cosmetics in Paris and internationally. It markets its fragrance products under the JACQUES BOGART, CARVEN, CHEVIGNON, and TED LAPIDUS brand names; cosmetic products under the STENDHAL, METHODE JEANNE PIAUBERT, and APRIL brand names; and fashion products under the TED LAPIDUS FASHION brand name. The company was founded in 1975 and is based in Paris, France.

Sector: Consumer Defensive - Industry: Household & Personal Products

Financial Ratios
Quick Ratio0.68
Working Capital0.02
Return On Equity0.01
Debt To Equity0.51
Fixed Asset Ratio0.03
Fixed Interest Cover-2.65

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities
Total Cashflows From Investing Activities -14.01M -6.05M 3.78M -9.65M
Net Borrowings 7.89M -20.08M -20.23M -20.1M
Total Cash From Financing Activities 3.54M -24.94M -25.66M -25.06M
Change To Operating Activities 20.37M -9.23M 23.47M 9.07M
Issuance Of Stock
Net Income 18.11M 10.61M 2.34M 754k
Change In Cash 17.51M 1.14M 35.94M 7.33M
Effect Of Exchange Rate -116k 942k -331k 359k
Total Cash From Operating Activities 28.1M 31.2M 58.15M 41.68M
Depreciation 3.64M 23.77M 30.5M 31.9M
Change To Account Receivables
Other Cashflows From Financing Activities -67k -12k
Change To Netincome -14.02M 6.05M 1.85M -513k
Capital Expenditures -2.47M -3.2M -3.02M -8.04M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 20.23M 13.3M 4.28M 1.71M
Net Income 18.11M 10.61M 2.34M 754k
Selling General Administrative 36.21M 66.85M 51.1M 56.08M
Gross Profit 86.69M 146.27M 109.27M 123.2M
Ebit 7.21M -4.22M -9.1M -10.77M
Operating Income 7.21M -4.22M -9.1M -10.77M
Interest Expense -1.5M -5.04M -4.47M -4.07M
Income Tax Expense 1.43M 2.7M 1.94M 954k
Total Revenue 165.47M 304.5M 224.26M 246.63M
Cost Of Revenue 78.77M 158.23M 114.99M 123.43M
Total Other Income ExpenseNet 13.01M 17.53M 13.38M 12.48M
Net Income From Continuing Ops 18.8M 10.61M 2.34M 754k
Net Income Applicable To Common Shares 18.11M 10.61M 2.34M 754k

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 187.81M 308.92M 289.14M 349.81M
Total Stockholder Equity 94.28M 102.69M 99.21M 97.19M
Other Current Liabilities 17.06M 10.58M 11.25M 9.06M
Total Assets 282.11M 411.6M 388.35M 447M
Common Stock 1.2M 1.2M 1.2M 1.2M
Other Current Assets 314k 117k 481k 1.65M
Retained Earnings 18.11M 10.61M 2.34M 754k
Treasury Stock 59.22M 75.13M 79.91M 79.48M
Cash 58.6M 57.74M 88.26M 93.25M
Total Current Liabilities 143.62M 144.74M 163.68M 185.56M
Other Stockholder Equity 59.22M 75.13M 79.91M 79.48M
Property, Plant, and Equipment 40.32M 162.66M 137.24M 165.08M
Total Current Assets 195.73M 201.7M 204.15M 229.62M
Net Tangible Assets 56.1M 63.77M 61.28M 58.11M
Net Receivables 37.19M 39.21M 26.5M 28.94M
Accounts Payable 68.77M 68.27M 49.99M 73.97M


Insider Transactions

Here are the insider transactions of stock shares related to JACQUES BOGART:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

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 JACQUES BOGART. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on JACQUES BOGART

Here is the result of two systematic investment strategies applied to JACQUES BOGART. 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 JACQUES BOGART

The following chart shows the equity curve of the two systematic investment strategies applied to JACQUES BOGART:

JACQUES BOGART automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 40.61% on the backtest period.

Performance at glance

Performance

40.61 %

Latent gain

714.67 €

Invested capital

1759.83 €

Annualized return

9.95 %
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Momentum strategy results on JACQUES BOGART

This is the result of two momentum investment strategies applied to JACQUES BOGART. 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 JACQUES BOGART

The following chart shows all the entries opened by the momentum investment system on JACQUES BOGART:

JACQUES BOGART momentum entries
  • The first momentum investment strategy would give 59.23% of return on JACQUES BOGART. That represents 3262.58€ of latent gain with 5508.42€ of employed capital.
  • The second momentum investment strategy would give 53.77% of return on JACQUES BOGART. That represents 1889.06€ of latent gain with 3513.19€ of employed capital.
Performance at glance (1Q Momentum)

Performance

59.23 %

Latent gain

3262.58 €

Invested capital

5508.42 €

Annualized return

5.96 %
Performance at glance (2Q Momentum)

Performance

53.77 %

Latent gain

1889.06 €

Invested capital

3513.19 €

Annualized return

14.94 %

Momentum equity curve on JACQUES BOGART

The following chart shows the equity curve of the two momentum strategies applied to JACQUES BOGART:

JACQUES BOGART momentum equity

Note: the dividends potentially given by JACQUES BOGART 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 JACQUES BOGART

The following chart shows the employed capital evolution of the two momentum strategies on JACQUES BOGART since the beginning:

JACQUES BOGART

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 JACQUES BOGART

Buy the dip entry openings on JACQUES BOGART

JACQUES BOGART

The performance achieved by the robo-advisor on JACQUES BOGART is 12.39%. That represents 31.05$ of latent gain with 250.7€ of employed capital. The following chart shows JACQUES BOGART stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of JACQUES BOGART, 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

12.39 %

Latent gain

31.05 €

Invested capital

250.7 €

Annualized return

5.96 %

Equity curve of the strategy applied to JACQUES BOGART

The following chart shows the result of the investment strategy applied to JACQUES BOGART:

JACQUES BOGART

Note: the dividends potentially given by JACQUES BOGART 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 JACQUES BOGART

The following chart shows the employed capital evolution since the beginning of the investment strategy on JACQUES BOGART:

JACQUES BOGART

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 JACQUES BOGART

In this section, I will compare the three previous investment strategies applied to JACQUES BOGART.

Equity curve comparison on JACQUES BOGART

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

JACQUES BOGART investment strategy comparison

Employed capital comparison on JACQUES BOGART

JACQUES BOGART investment comparison

Performance comparison on JACQUES BOGART

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 40.61% 714.67€ 1759.83€ 9.95%
Momentum 1 quarter 59.23% 3262.58€ 5508.42€ 15.42%
Momentum 2 quarters 53.77% 1889.06€ 3513.19€ 14.94%
Non-directional 12.39% 31.05€ 250.7€ 5.96%
Annualized return comparison

Automatic investment

9.95 %

Momentum 1Q

14.94 %

Momentum 2Q

14.94 %

Non-directional

5.96 %

Correlated stocks

Here are the most positively and negatively correlated stocks with JACQUES BOGART:

Positive correlations

Most correlated stocks this year

  • JACQUES BOGART

  • Most correlated stocks last 3 months

  • iPath EURUSD Exchange Rate ETN
  • NSE
  • HXTL
  • JACQUES BOGART

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months


    Note: The algorithm computes the probability of correlation between JACQUES BOGART and the other stocks. There may be false positives or some missing correlated stocks. If the price of JACQUES BOGART does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name JACQUES BOGART
    Country France
    City Paris
    Address 13 Rue Pierre Leroux
    Phone 33 1 53 77 55 55
    Website www.groupe-bogart.com
    FullTime employees 2220
    Industry Household & Personal Products
    Sector Consumer Defensive
    Exchange XPAR
    Ticker JBOG.XPAR
    Market www.euronext.com

    JACQUES BOGART ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown