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TYR: Leadership Transition Will Support Margins As Shares Likely Trade Around Fair Value

Digital Wallet Adoption Will Erode Legacy Systems

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TYR
AnalystLowTarget
Not Invested
Published 15 Jul 2025

Update shared on 14 Dec 2025

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AnalystLowTarget's Fair Value
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1Y
27.2%
7D
0%

Analysts have modestly lifted their price target on Tyro Payments to reflect improved expectations for revenue growth and profit margins, now valuing the stock at approximately $1.00 per share.

What's in the News

  • Outgoing CEO and Managing Director Jon Davey will leave Tyro Payments on 5 December 2025, as previously announced. (company announcement)
  • Nigel Lee has been appointed as the new CEO and Managing Director, commencing on 12 January 2026. (company announcement)
  • CFO Emma Burke will serve as acting CEO during the interim five week period between Davey’s departure and Lee’s start date. (company announcement)

Valuation Changes

  • Fair Value: Unchanged at A$1.00 per share, indicating no revision to the central valuation estimate.
  • Discount Rate: Fallen slightly from 7.17 percent to 7.08 percent, modestly reducing the required return applied in valuation models.
  • Revenue Growth: Risen moderately from 2.47 percent to 2.88 percent, reflecting improved expectations for top line expansion.
  • Net Profit Margin: Increased marginally from 3.47 percent to 3.50 percent, implying a small uplift in anticipated profitability.
  • Future P/E: Declined slightly from 36.9x to 36.0x, suggesting a modestly lower valuation multiple applied to forward earnings.

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Disclaimer

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