Update shared on22 Aug 2025
Fair value Increased 17%The consensus price target for Pepper Money has risen to A$2.05, primarily reflecting improved revenue growth and higher net profit margin forecasts.
What's in the News
- Blackstone and other private equity firms, including BGH Capital and Apollo Global Management, considered acquiring KKR-backed Pepper Money, but discussions did not progress due to a valuation gap; KKR sought around $1.85 billion, while interest from Blackstone was closer to $1 billion.
- Pepper Money announced a fully franked special dividend of 12.5 cents per share, totaling approximately $55.5 million, reflecting strong unrestricted cash and ongoing capital management.
Valuation Changes
Summary of Valuation Changes for Pepper Money
- The Consensus Analyst Price Target has significantly risen from A$1.75 to A$2.05.
- The Consensus Revenue Growth forecasts for Pepper Money has significantly risen from 9.3% per annum to 12.1% per annum.
- The Net Profit Margin for Pepper Money has significantly risen from 23.15% to 25.50%.
Disclaimer
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