Update shared on 13 Nov 2025
Fair value Decreased 32%OFX Group Price Target Lowered Amid Analyst Revisions
Analysts have reduced their fair value estimate for OFX Group from $1.37 to $0.93. They cite updated assumptions for discount rates, revenue growth, profit margin, and future price-to-earnings multiples, which reflect a more cautious outlook on the company's financial trajectory.
What's in the News
- OFX expands its payments and card programme into the United States and select APAC markets, following success in Australia, Canada, and Europe (Key Developments).
- Partnership with Thredd enhanced to provide secure and scalable card issuing, real-time spend controls, automated expense management, and multi-currency support for business clients (Key Developments).
- OFX Group Limited (ASX:OFX) removed from the S&P/ASX Small Ordinaries Index (Key Developments).
- OFX Group Limited (ASX:OFX) removed from the S&P/ASX 300 Index (Key Developments).
Valuation Changes
- Fair Value Estimate reduced from A$1.37 to A$0.93, marking a significant decrease in overall valuation.
- Discount Rate has risen slightly, from 7.31% to 7.38%, indicating a higher expected return requirement by analysts.
- Revenue Growth forecast lowered from 5.97% to 4.12%, reflecting reduced expectations for future company expansion.
- Net Profit Margin substantially decreased from 9.24% to 4.77% in revised estimates.
- Future P/E multiple has increased from 14.3x to 20.4x, which suggests higher valuation expectations on future earnings.
Disclaimer
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