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oOh!media LimitedASX:OML Aktienübersicht

Marktkapitalisierung AU$709.8m
Aktienkurs
n/a
1Y-17.7%
7D2.8%
1D1.4%
Wert des Portfolios
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oOh!media Limited

ASX:OML Lagerbericht

Marktkapitalisierung: AU$709.8m

OML Community Fair Values

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Analyst Price Targets

Top Community Narratives

AU$1.9
FV
23.2% unterbewertet intrinsischer Abschlag
14.85%
Revenue growth p.a.
52
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2users have liked this narrative
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2users have followed this narrative

oOh!media Limited Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für oOh!media
Historische Aktienkurse
Aktueller AktienkursAU$1.46
52-Wochen-HochAU$1.83
52-Wochen-TiefAU$0.84
Beta0.92
1 Monat Veränderung16.33%
3 Monate Veränderung54.50%
1 Jahr Veränderung-17.75%
3 Jahre Veränderung17.74%
5 Jahre Veränderung-7.59%
Veränderung seit IPO-23.16%

Aktuelle Nachrichten und Updates

Narrativ-Update Jun 24

OML: Competing Takeover Offers Will Anchor A Measured Outlook

Analysts have adjusted their valuation view on oOh!media, with a slightly lower discount rate and a marginally reduced future P/E assumption. This has led to a modest change in the A$ fair value narrative, while the core A$1.58 target remains unchanged.
Neues Narrativ Jun 24

oOh! Media Limited: Contested Takeover Creates an Asymmetric Upside

oOh!media Limited (ASX: OML) Current Share Price: ~A$1.35, Market Cap: ~A$670 million Highest Takeover Bid Price: A$1.6, Implied Market Cap: ~A$850 million Investment Thesis - The Market is pricing OML below current bid floor oOh!media is a leading Australian out-of-home advertiser, commanding ~35% market share of out-of-home advertising in Australia. The key investment thesis is simple: multiple private equity firms are now competing for the business, which increases the chance of a binding deal much higher than the current share price.
Narrativ-Update Jun 05

OML: Competing Takeover Interest Will Support Future Upside Potential

Analysts have lifted their A$ fair value estimate for oOh!media from about A$1.49 to around A$1.58, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the revised price target. What's in the News Pacific Equity Partners (PEP) made an unsolicited, non binding indicative proposal on April 29, 2026 to acquire oOh!media for approximately A$750 million, or A$1.40 per share, subject to due diligence, board support, a scheme implementation deed and regulatory approvals.

Recent updates

Narrativ-Update Jun 24

OML: Competing Takeover Offers Will Anchor A Measured Outlook

Analysts have adjusted their valuation view on oOh!media, with a slightly lower discount rate and a marginally reduced future P/E assumption. This has led to a modest change in the A$ fair value narrative, while the core A$1.58 target remains unchanged.
Neues Narrativ Jun 24

oOh! Media Limited: Contested Takeover Creates an Asymmetric Upside

oOh!media Limited (ASX: OML) Current Share Price: ~A$1.35, Market Cap: ~A$670 million Highest Takeover Bid Price: A$1.6, Implied Market Cap: ~A$850 million Investment Thesis - The Market is pricing OML below current bid floor oOh!media is a leading Australian out-of-home advertiser, commanding ~35% market share of out-of-home advertising in Australia. The key investment thesis is simple: multiple private equity firms are now competing for the business, which increases the chance of a binding deal much higher than the current share price.
Narrativ-Update Jun 05

OML: Competing Takeover Interest Will Support Future Upside Potential

Analysts have lifted their A$ fair value estimate for oOh!media from about A$1.49 to around A$1.58, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the revised price target. What's in the News Pacific Equity Partners (PEP) made an unsolicited, non binding indicative proposal on April 29, 2026 to acquire oOh!media for approximately A$750 million, or A$1.40 per share, subject to due diligence, board support, a scheme implementation deed and regulatory approvals.
Narrativ-Update Apr 26

OML: Buyback And Fully Franked Dividend Will Support Future Upside Potential

Analysts have kept their A$1.49 price target for oOh!media unchanged, citing broadly consistent assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E. Taken together, these factors support a steady view of the company’s prospects.
Narrativ-Update Apr 08

OML: Share Buyback And Fully Franked Dividend Will Support Future Upside Potential

Analysts have adjusted their valuation framework for oOh!media, with the implied fair value holding steady at A$1.49 per share as changes to the discount rate, revenue growth, profit margin and future P/E assumptions offset each other overall. What's in the News The Board of Directors authorized a share buyback plan for oOh!media Limited on 26 February 2026, indicating approval for capital management via repurchases (Key Developments).
Narrativ-Update Mar 25

OML: Share Buyback And Dividend Policy Will Support Future Upside Potential

Analysts have kept their A$1.49 price target on oOh!media steady, citing relatively unchanged assumptions around revenue growth, profit margins, discount rate and future P/E as the basis for maintaining their view. What's in the News Share repurchase program announced, with plans to buy back up to 53,878,128 shares, equal to 10% of issued capital, funded from existing cash and committed debt facilities, with the program running until March 11, 2027 (Key Developments).
Narrativ-Update Mar 09

OML: Share Buyback And Dividend Will Support Future Upside Potential

Analysts have maintained their A$1.49 fair value estimate for oOh!media, with a slightly higher discount rate and modestly adjusted future P/E assumptions shaping this updated price target view. What's in the News On 26 February 2026, the Board authorizes a share buyback plan, setting the framework for repurchases over a defined period (Key Developments).
Narrativ-Update Feb 23

OML: Higher Required Returns And Upcoming Dividend Will Support Future Upside

The analyst price target for oOh!media has shifted from A$1.66 to A$1.49, with analysts pointing to updated assumptions for discount rates, revenue growth, profit margins and the future P/E as the key drivers of this adjustment. What's in the News The Board of oOh!media has declared a fully franked dividend of A$0.040 per ordinary share for the six months ended 31 December 2025, providing cash returns to shareholders for that period (Key Developments).
Narrativ-Update Feb 09

OML: Stable Cash Flow Assumptions And Higher Required Returns Will Support Upside

Analysts have raised their price target on oOh!media to A$1.66 per share. The change primarily reflects updated model assumptions, including a slightly higher discount rate and revised P/E outlook, rather than any alteration in projected revenue growth or profit margins.
Narrativ-Update Jan 25

OML: Steady Growth Assumptions And Higher Required Returns Will Support Future Upside

Analysts have slightly reduced their price target for oOh!media, reflecting a modestly higher discount rate and a small adjustment to projected profit margins and future P/E, while keeping their assessed fair value at A$1.66 per share. Valuation Changes Fair Value: Unchanged at A$1.66 per share, with no adjustment to the central valuation estimate.
Narrativ-Update Jan 11

OML: Higher Required Returns And P/E Repricing Will Support Future Upside Potential

Analysts have lifted their price target for oOh!media to A$1.66 from A$1.63, reflecting refreshed assumptions around discount rates, revenue growth, profit margins, and a slightly higher future P/E multiple. Valuation Changes Fair Value: updated to A$1.66 from A$1.63, a small upward adjustment in the assessed price target.
Narrativ-Update Dec 21

OML: Stable Margins And Modest Repricing Will Support Future Upside Potential

Analysts have modestly increased their price target on oOh!media to reflect slightly higher discount rate and profitability assumptions, resulting in a small uplift in the implied equity valuation in Australian dollars. Valuation Changes Discount Rate increased slightly from 7.90 percent to approximately 7.97 percent, implying a marginally higher required return on equity.
Narrativ-Update Dec 06

OML: Lower Discount Rate Will Support Upside As Margins Hold Steady

Narrative Update Analysts have slightly increased their price target on oOh!media by refining their discount rate assumptions and forward earnings multiple. This has resulted in a modest uplift in fair value toward approximately A$1.63 per share.
Narrativ-Update Nov 22

OML: Revenue Outlook Will Present Opportunity As Margins Stabilize

Narrative Update on oOh!media: Analyst Price Target Revision Analysts have revised their price target for oOh!media downward from $1.88 to $1.63, citing expectations of slower revenue growth and slimmer profit margins in the period ahead. Valuation Changes Fair Value Estimate has decreased from A$1.88 to A$1.63.
Analyseartikel Mar 02

We Think oOh!media's (ASX:OML) Healthy Earnings Might Be Conservative

Investors signalled that they were pleased with oOh!media Limited's ( ASX:OML ) most recent earnings report. This...
Analyseartikel Feb 28

Investors Appear Satisfied With oOh!media Limited's (ASX:OML) Prospects As Shares Rocket 35%

oOh!media Limited ( ASX:OML ) shareholders would be excited to see that the share price has had a great month, posting...
Analyseartikel Feb 27

oOh!media Limited (ASX:OML) Released Earnings Last Week And Analysts Lifted Their Price Target To AU$1.72

It's been a pretty great week for oOh!media Limited ( ASX:OML ) shareholders, with its shares surging 19% to AU$1.54 in...
User avatar
Neues Narrativ Feb 25

Partnerships With Petbarn, Officeworks, And Australia Post Will Unlock New Revenue Streams

Structural growth in Out of Home advertising and new partnerships are expected to drive oOh!media's revenue growth and unlock new streams.
Analyseartikel Feb 11

What Does oOh!media Limited's (ASX:OML) Share Price Indicate?

oOh!media Limited ( ASX:OML ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
Analyseartikel Aug 21

oOh!media Limited (ASX:OML) Just Reported Earnings, And Analysts Cut Their Target Price

oOh!media Limited ( ASX:OML ) shareholders are probably feeling a little disappointed, since its shares fell 8.6% to...
Analyseartikel May 27

Is oOh!media (ASX:OML) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyseartikel Mar 24

Are Investors Undervaluing oOh!media Limited (ASX:OML) By 34%?

Today we will run through one way of estimating the intrinsic value of oOh!media Limited ( ASX:OML ) by taking the...
Analyseartikel Dec 01

Is There An Opportunity With oOh!media Limited's (ASX:OML) 28% Undervaluation?

Does the December share price for oOh!media Limited ( ASX:OML ) reflect what it's really worth? Today, we will estimate...
Analyseartikel Sep 23

Is oOh!media (ASX:OML) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Aktionärsrenditen

OMLAU MediaAU Markt
7D2.8%1.6%0.2%
1Y-17.7%-32.3%1.8%

Rendite im Vergleich zur Industrie: OML übertraf die Branche Australian Media , die im vergangenen Jahr eine Rendite von -32.3 erzielte.

Rendite vs. Markt: OML hinter dem Markt Australian zurück, der im vergangenen Jahr eine Rendite von 1.8 erzielte.

Preisvolatilität

Is OML's price volatile compared to industry and market?
OML volatility
OML Average Weekly Movement11.0%
Media Industry Average Movement11.0%
Market Average Movement9.7%
10% most volatile stocks in AU Market16.7%
10% least volatile stocks in AU Market4.0%

Stabiler Aktienkurs: OML hatte in den letzten 3 Monaten im Vergleich zum Australian -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: OMLDie wöchentliche Volatilität (11%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
1989n/aJames Tayloroohmedia.com.au

oOh media Limited ist in den Bereichen Außenwerbung, Produktion und Werbung in Australien und Neuseeland tätig. Das Unternehmen bietet großformatige digitale und klassische Bildschirme am Straßenrand, groß- und kleinformatige digitale und klassische Schilder in Einzelhandelsbereichen wie Einkaufszentren, Flughafenterminals, Lounges und während des Fluges, digitale und klassische Schilder für die Stadtmöblierung, digitale und klassische Werbung in öffentlichen Verkehrskorridoren, einschließlich der Bahn, sowie digitale und klassische Schilder in Umgebungen mit hoher Verweildauer wie Universitäten und Bürogebäuden.

oOh!media Limited's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von oOh!media im Vergleich zum Marktanteil des Unternehmens?
OML grundlegende Statistiken
MarktanteilAU$709.76m
Gewinn(TTM)AU$16.91m
Umsatz(TTM)AU$691.37m
42.0x
Kurs-Gewinn-Verhältnis
1.0x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
OML Gewinn- und Verlustrechnung (TTM)
EinnahmenAU$691.37m
Kosten der EinnahmenAU$215.72m
BruttogewinnAU$475.65m
Sonstige AusgabenAU$458.74m
GewinnAU$16.91m

Zuletzt gemeldete Gewinne

Dec 31, 2025

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)0.035
Bruttomarge68.80%
Nettogewinnspanne2.45%
Schulden/Eigenkapital-Verhältnis17.9%

Wie hat sich OML auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

4.3%
Aktuelle Dividendenrendite
198%
Ausschüttungsquote

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/08 21:59
Aktienkurs zum Tagesende2026/07/08 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

oOh!media Limited wird von 13 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Conor O’PreyCanaccord Genuity
Scott HudsonCLSA
Entcho RaykovskiDeutsche Bank