Steadfast Group Limited

ASX:SDF Stock Report

Market Cap: AU$5.6b

Steadfast Group Future Growth

Future criteria checks 1/6

Steadfast Group is forecast to grow earnings and revenue by 4.4% and 4.1% per annum respectively. EPS is expected to grow by 4.6% per annum. Return on equity is forecast to be 14.1% in 3 years.

Key information

4.4%

Earnings growth rate

4.62%

EPS growth rate

Insurance earnings growth6.2%
Revenue growth rate4.1%
Future return on equity14.10%
Analyst coverage

Good

Last updated02 Jul 2026

Recent future growth updates

Recent updates

Narrative Update • Jun 16

SDF: Takeover Bid And Capital Returns Will Support Future Share Upside

Analysts have trimmed their Steadfast Group valuation, with the implied fair value easing from A$5.97 to A$5.81 as small adjustments to revenue growth, profit margin and future P/E expectations feed into a slightly lower price target. What’s in the News for Steadfast Group Steadfast Group received a conditional, non-binding takeover proposal valued at about A$7.7b, or A$6 per share, from an Amwins Group and Dragoneer Investment Group consortium.
Narrative Update • Jun 01

SDF: Dividend And Buyback Program Will Support Future Share Upside

Analysts have raised their price target for Steadfast Group slightly to A$5.97 from A$5.94, reflecting updated views on fair value, the discount rate and a modestly higher future P/E multiple, even as some peers see fewer near term catalysts for share price movements. What's in the News Steadfast Group reported higher revenue and profit in its latest half year results, supported by organic expansion across its broker network, a multi year hard premium cycle and ongoing merger and acquisition activity.
Narrative Update • May 04

SDF: Dividend And New CFO Appointment Will Support Future Upside Potential

Analysts have kept their A$5.94 price target for Steadfast Group unchanged, reflecting stable assumptions on discount rate, revenue growth, profit margin and future P/E, while highlighting a lack of near term catalysts in line with recent broader sector views. Analyst Commentary Recent commentary around Steadfast Group points to a broadly neutral stance, with analysts highlighting limited near term catalysts for a re-rating.
Narrative Update • Apr 20

SDF: Dividend And New CFO Appointment Will Support Future Share Repricing

Analysts have made a small adjustment to Steadfast Group's valuation, trimming the fair value estimate from about A$5.94 to roughly A$5.94. This reflects slightly different assumptions around revenue growth, profit margins and future P/E, and also highlights a broader lack of clear share price catalysts seen in recent peer research.
Narrative Update • Apr 05

SDF: Dividend And New CFO Appointment Will Support Future Share Upside

Analysts have trimmed their price target for Steadfast Group slightly, with the updated fair value moving from A$5.96 to A$5.94. This reflects more cautious assumptions on profit margins and future P/E, even as long term revenue growth expectations remain steady.
Narrative Update • Mar 21

SDF: Dividend And New CFO Appointment Will Support Future Share Repricing

Analysts have kept their price target for Steadfast Group steady at A$5.96. They cite a lack of clear near term catalysts, while maintaining unchanged assumptions for discount rate, revenue growth, profit margin and future P/E.
Narrative Update • Mar 07

SDF: Dividend Strength And New CFO Appointment Will Support Future Upside Potential

Analysts have trimmed their Steadfast Group price target to A$5.96 from A$6.31 as they update their views on fair value, revenue growth, profit margins and future P/E assumptions. What's in the News Hannah Lee has been appointed Chief Financial Officer of Steadfast Group, effective 24 February 2026, after serving as Interim CFO since 31 August 2025 and previously as Group Financial Controller (Key Developments).
Narrative Update • Feb 20

SDF: Stronger Margins And Solid Outlook Will Support Future Upside Potential

Analysts have lifted their price target on Steadfast Group to A$6.31, supported by updated assumptions around slightly higher revenue growth, a modestly stronger profit margin and a slightly lower future P/E multiple. What's in the News Steadfast Group held an Analyst/Investor Day, providing the market with updated information directly from management on the business and on the outlook assumptions used by analysts (Key Developments).
Narrative Update • Feb 06

SDF: CEO Return And Steady Margins Will Underpin Future Upside Potential

Analysts have kept their Steadfast Group valuation broadly steady. The latest price target is rounded to about A$6.31, reflecting only minor tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.
Narrative Update • Jan 22

SDF: CEO Return And Stable Margins Will Support Future Upside Potential

Analysts have inched their price target for Steadfast Group slightly lower to A$6.31 from A$6.33, reflecting small tweaks to their assumptions around long term revenue growth, profit margins, and future P/E expectations. What's in the News Steadfast Group held an Analyst/Investor Day, giving the market an opportunity to hear updated views from management on the business and outlook (Key Developments).
Narrative Update • Jan 07

SDF: CEO Return Timeline And Margin Profile Will Support Future Momentum

Analysts have nudged their price target on Steadfast Group slightly lower to A$6.33 from A$6.34, reflecting small adjustments to assumptions for revenue growth, profit margins and the future P/E multiple. What's in the News Steadfast Group plans to hold an Analyst/Investor Day, giving the market a dedicated forum to hear management updates and ask questions on the business outlook and capital priorities (company event).
Narrative Update • Dec 16

SDF: CEO Return And Margin Outlook Will Support Future Momentum

Analysts have slightly reduced their price target for Steadfast Group, reflecting a modest recalibration of fair value. This adjustment accounts for only incremental improvements in revenue growth expectations, alongside a small easing in forecast profit margins and future valuation multiples.
Narrative Update • Dec 01

SDF: CEO Return And Confidential Resolution Will Support Future Momentum

Analysts have slightly lowered their price target for Steadfast Group from $6.61 to $6.42, citing marginal changes in forecast revenue growth, profit margin, and future price-to-earnings expectations. What's in the News Steadfast Group Limited has announced the conclusion of an external investigation into a workplace complaint.
Narrative Update • Nov 17

SDF: Dividend Payout And Improving Margins Will Drive Stronger Outlook

Narrative Update: Change in Analyst Price Target for Steadfast Group Analysts have slightly lowered their price target for Steadfast Group from $6.62 to $6.61, citing minor adjustments to discount rate and profit margin assumptions. What's in the News Steadfast Group Limited announced an interim dividend of AUD 0.1170 per share for the six months ended June 30, 2025 (Key Developments).
Narrative Update • Nov 03

SDF: Dividend Outlook And Stable Margins Will Drive Long-Term Shareholder Value

Analysts have revised their price target for Steadfast Group slightly downward, lowering it from $6.82 to $6.62. They cite softer revenue growth projections and a marginal dip in profit margins as key factors for the adjustment.
Analysis Article • Aug 18

Steadfast Group Limited's (ASX:SDF) Business Is Yet to Catch Up With Its Share Price

ASX:SDF 1 Year Share Price vs Fair Value Explore Steadfast Group's Fair Values from the Community and select yours When...
Analysis Article • May 23

Here's Why We Think Steadfast Group (ASX:SDF) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article • Mar 30

Steadfast Group Limited's (ASX:SDF) Shares May Have Run Too Fast Too Soon

With a price-to-earnings (or "P/E") ratio of 27.5x Steadfast Group Limited ( ASX:SDF ) may be sending very bearish...
Analysis Article • Feb 27

Steadfast Group (ASX:SDF) Will Pay A Dividend Of A$0.078

Steadfast Group Limited ( ASX:SDF ) has announced that it will pay a dividend of A$0.078 per share on the 27th of...
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New Narrative • Feb 09

Rebranded ISU Group And AI Integration Will Strengthen Future Market Position

Strategic acquisitions and international expansion are set to drive future earnings and revenue growth through a combination of cash flow and debt funding.
Analysis Article • Nov 28

There's Reason For Concern Over Steadfast Group Limited's (ASX:SDF) Price

Steadfast Group Limited's ( ASX:SDF ) price-to-earnings (or "P/E") ratio of 28.1x might make it look like a sell right...
Analysis Article • Nov 10

Is Now The Time To Put Steadfast Group (ASX:SDF) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article • Aug 17

Getting In Cheap On Steadfast Group Limited (ASX:SDF) Is Unlikely

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
Analysis Article • Jul 13

With EPS Growth And More, Steadfast Group (ASX:SDF) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article • Apr 06

Do Steadfast Group's (ASX:SDF) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article • Mar 20

Steadfast Group Limited's (ASX:SDF) Share Price Not Quite Adding Up

With a price-to-earnings (or "P/E") ratio of 30.6x Steadfast Group Limited ( ASX:SDF ) may be sending very bearish...
Analysis Article • Mar 01

Steadfast Group (ASX:SDF) Has Announced A Dividend Of A$0.0675

Steadfast Group Limited ( ASX:SDF ) has announced that it will pay a dividend of A$0.0675 per share on the 28th of...
Analysis Article • Dec 19

Risks To Shareholder Returns Are Elevated At These Prices For Steadfast Group Limited (ASX:SDF)

Steadfast Group Limited's ( ASX:SDF ) price-to-earnings (or "P/E") ratio of 33x might make it look like a strong sell...
Analysis Article • Aug 19

Steadfast Group (ASX:SDF) Will Pay A Larger Dividend Than Last Year At A$0.09

Steadfast Group Limited ( ASX:SDF ) has announced that it will be increasing its dividend from last year's comparable...

Earnings and Revenue Growth Forecasts

ASX:SDF - Analysts future estimates and past financials data (AUD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
6/30/20292,4613906365474
6/30/20282,3063555465228
6/30/20272,2003365054969
6/30/20262,0643104864589
12/31/20252,203356522530N/A
9/30/20252,134345506514N/A
6/30/20252,064335490499N/A
3/31/20251,975284477488N/A
12/31/20241,886234464477N/A
9/30/20241,823231376388N/A
6/30/20241,759228287299N/A
3/31/20241,669216276287N/A
12/31/20231,578205265275N/A
9/30/20231,521197336350N/A
6/30/20231,464189408425N/A
3/31/20231,374170347363N/A
12/31/20221,285151285301N/A
9/30/20221,226162262274N/A
6/30/20221,167172239248N/A
3/31/20221,111173186192N/A
12/31/20211,055175133137N/A
9/30/20211,000159186193N/A
6/30/2021944143238249N/A
3/31/2021916117239256N/A
12/31/202088790240263N/A
9/30/202087217219242N/A
6/30/2020857-55198222N/A
3/31/2020842-32208230N/A
12/31/2019826-9218239N/A
9/30/201977548N/A200N/A
6/30/2019723104N/A161N/A
3/31/201968793N/A150N/A
12/31/201865083N/A138N/A
9/30/201862679N/A131N/A
6/30/201860176N/A123N/A
3/31/201857569N/A124N/A
12/31/201754863N/A125N/A
9/30/201753765N/A116N/A
6/30/201752667N/A108N/A
3/31/201752070N/A94N/A
12/31/201651472N/A81N/A
9/30/201650673N/A103N/A
6/30/201649873N/A126N/A
3/31/201647570N/A130N/A
12/31/201545267N/A134N/A
9/30/201539055N/A100N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SDF's forecast earnings growth (4.4% per year) is above the savings rate (3.6%).

Earnings vs Market: SDF's earnings (4.4% per year) are forecast to grow slower than the Australian market (11.5% per year).

High Growth Earnings: SDF's earnings are forecast to grow, but not significantly.

Revenue vs Market: SDF's revenue (4.1% per year) is forecast to grow slower than the Australian market (6% per year).

High Growth Revenue: SDF's revenue (4.1% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SDF's Return on Equity is forecast to be low in 3 years time (14.1%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/03 14:26
End of Day Share Price 2026/07/03 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Steadfast Group Limited is covered by 17 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew AdamsBarrenjoey Markets Pty Limited
Nicholas McGarrigleBarrenjoey Markets Pty Limited
Jeff CaiCitigroup Inc