Monadelphous Group (MND) Resumen de Acciones
Monadelphous Group Limited, grupo de ingeniería, presta servicios de construcción, mantenimiento e industriales a los sectores de recursos, energía e infraestructuras en Australia, China, Mongolia, Papúa Nueva Guinea, China, Vietnam, Filipinas y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 5/6 |
| Dividendos | 4/6 |
MND Community Fair Values
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Analyst Price Targets
Competidores de Monadelphous Group Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | AU$28.96 |
| Máximo en las últimas 52 semanas | AU$36.88 |
| Mínimo de 52 semanas | AU$19.05 |
| Beta | 0.60 |
| Cambio en 1 mes | -5.36% |
| Variación en 3 meses | 3.58% |
| Cambio de 1 año | 48.28% |
| Variación en 3 años | 115.64% |
| Variación en 5 años | 154.04% |
| Variación desde la OPV | 32,077.78% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 18
MND: Rich P/E And Brigalow Contract Will Likely Restrain Future Returns
Analysts have lifted their price target for Monadelphous Group stock from A$19.59 to A$19.89, citing updated assumptions around revenue growth, profit margins, and a lower estimated future P/E multiple. What’s in the News for Monadelphous Group Monadelphous Group secured a A$380 million contract from CS Energy to deliver balance of plant construction for the Brigalow Peaking Power Plant near Chinchilla, Queensland, including civil and mechanical works, piping, and installation of 12 aeroderivative gas turbine generator units.
Actualización de narrativa • Jun 03
MND: New Contract Wins Will Support A$37 Fair Value Confidence
Analysts have kept their A$37.00 price target for Monadelphous Group unchanged, pointing to relatively stable assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers behind this steady view. What's in the News Secured approximately A$120 million in new construction and maintenance contracts across resources and renewable energy projects, according to recent news reports.Actualización de narrativa • May 18
MND: Rich P/E And March 2026 Dividend Will Likely Restrain Future Returns
Analysts have kept their fair value estimate for Monadelphous Group steady at A$19.59, with modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions contributing to a refreshed price target narrative. What's in the News Monadelphous Group declared an ordinary fully franked dividend of A$0.49 per security for the six months ended 31 December 2025, signalling a cash return to shareholders tied to this reporting period (Key Developments).Actualización de narrativa • May 04
MND: Rich P/E And March Dividend Will Likely Restrain Future Returns
Analysts have kept their A$19.59 price target for Monadelphous Group broadly unchanged, citing only minor adjustments in discount rate, revenue growth, profit margin and future P/E assumptions as reasons for maintaining this view. What's in the News Monadelphous Group declared an ordinary fully franked dividend of A$0.49 per security for the six months ended 31 December 2025, signaling a cash return to shareholders for that period (Key Developments).Actualización de narrativa • Apr 20
MND: Upcoming Franked Dividend Will Support A$37 Fair Value Confidence
Analysts now hold Monadelphous Group's fair value steady at A$37.00. Small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions underpin this unchanged price target view.Recent updates
Actualización de narrativa • Jun 18
MND: Rich P/E And Brigalow Contract Will Likely Restrain Future Returns
Analysts have lifted their price target for Monadelphous Group stock from A$19.59 to A$19.89, citing updated assumptions around revenue growth, profit margins, and a lower estimated future P/E multiple. What’s in the News for Monadelphous Group Monadelphous Group secured a A$380 million contract from CS Energy to deliver balance of plant construction for the Brigalow Peaking Power Plant near Chinchilla, Queensland, including civil and mechanical works, piping, and installation of 12 aeroderivative gas turbine generator units.Actualización de narrativa • Jun 03
MND: New Contract Wins Will Support A$37 Fair Value Confidence
Analysts have kept their A$37.00 price target for Monadelphous Group unchanged, pointing to relatively stable assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers behind this steady view. What's in the News Secured approximately A$120 million in new construction and maintenance contracts across resources and renewable energy projects, according to recent news reports.Actualización de narrativa • May 18
MND: Rich P/E And March 2026 Dividend Will Likely Restrain Future Returns
Analysts have kept their fair value estimate for Monadelphous Group steady at A$19.59, with modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions contributing to a refreshed price target narrative. What's in the News Monadelphous Group declared an ordinary fully franked dividend of A$0.49 per security for the six months ended 31 December 2025, signalling a cash return to shareholders tied to this reporting period (Key Developments).Actualización de narrativa • May 04
MND: Rich P/E And March Dividend Will Likely Restrain Future Returns
Analysts have kept their A$19.59 price target for Monadelphous Group broadly unchanged, citing only minor adjustments in discount rate, revenue growth, profit margin and future P/E assumptions as reasons for maintaining this view. What's in the News Monadelphous Group declared an ordinary fully franked dividend of A$0.49 per security for the six months ended 31 December 2025, signaling a cash return to shareholders for that period (Key Developments).Actualización de narrativa • Apr 20
MND: Upcoming Franked Dividend Will Support A$37 Fair Value Confidence
Analysts now hold Monadelphous Group's fair value steady at A$37.00. Small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions underpin this unchanged price target view.Actualización de narrativa • Apr 05
MND: Rich P/E And Dividend Outlook Will Likely Restrain Future Returns
Analysts have raised the Monadelphous Group price target from A$17.40 to approximately A$19.59, reflecting updated assumptions around revenue growth, profit margins and the stock's future P/E. What's in the News Announced an ordinary fully franked dividend of A$0.49 per security for the six months ended December 31, 2025, which gives investors clearer visibility on upcoming income timing (company announcement).
Actualización de narrativa • Mar 21
MND: Higher Fair Value And Upcoming Dividend Will Likely Support Upside
Analysts have raised their price target on Monadelphous Group from A$25.63 to A$30.96, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Monadelphous Group declared an ordinary fully franked dividend of A$0.49 per security for the six months ended December 31, 2025, giving investors a clear view of cash returns over that period (Key Developments).Actualización de narrativa • Mar 07
MND: Higher Dividend Visibility Will Support A$37 Fair Value Outlook
Analysts have lifted their price target on Monadelphous Group from A$24.40 to A$37.00. This change reflects updated assumptions for revenue growth, profit margins and a higher future P/E multiple.Actualización de narrativa • Feb 21
MND: Acquisition Push Will Likely Sustain Downside Risk Despite Higher Fair Value
Analysts have lifted their price target for Monadelphous Group to A$25.63 from A$24.05, citing updated assumptions for revenue growth, profit margin, discount rate and future P/E that collectively support a higher assessed fair value. What's in the News Monadelphous Group plans to look for acquisitions, supported by what it describes as a strong balance sheet, as outlined at the 2025 Annual General Meeting.Actualización de narrativa • Feb 07
MND: Acquisition Push And Rich P/E Will Likely Cap Future Returns
Analysts have trimmed their price target on Monadelphous Group from A$24.24 to A$22.89, reflecting updated assumptions around a higher discount rate, slightly firmer profit margins and adjustments to expected revenue growth. What's in the News Monadelphous Group plans to look for acquisitions, backed by what management describes as a strong balance sheet, as outlined at the 2025 Annual General Meeting (Key Developments).Actualización de narrativa • Jan 24
MND: Acquisition-Led Expansion Will Likely Sustain Downside Risk Despite Higher Fair Value Estimate
Analysts have lifted their price target on Monadelphous Group to A$24.05 from A$23.39, citing updated assumptions around revenue growth, discount rates, profit margins and future P/E as the key drivers of their revised view. What's in the News At the 2025 Annual General Meeting, Managing Director Zoran Bebic said Monadelphous Group will look for acquisitions, supported by what he described as a strong balance sheet.Actualización de narrativa • Jan 09
MND: Acquisition Push For Resilience Will Likely Sustain Downside Risk
Analysts have kept their fair value estimate for Monadelphous Group steady at A$23.39 per share, with only very small tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E informing the updated price target narrative. What's in the News Monadelphous Group plans to look for acquisitions, with management indicating an intention to pursue targeted acquisition opportunities to support long term growth (Key Developments).Actualización de narrativa • Dec 24
MND: Acquisition Ambitions Will Likely Struggle To Justify Elevated Share Price
Analysts have modestly raised their price target for Monadelphous Group from $15.95 to $17.40. This change reflects expectations of stronger revenue growth and a slightly higher future earnings multiple, partly offset by a marginally lower profit margin outlook and a higher assumed discount rate.Artículo de análisis • Dec 15
With EPS Growth And More, Monadelphous Group (ASX:MND) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Actualización de narrativa • Dec 10
MND: Acquisition-Led Expansion Will Likely Leave Shares Vulnerable To Downside
Analysts have raised their price target for Monadelphous Group slightly to A$23.39, citing a marginally higher discount rate and future P/E assumptions, while keeping revenue growth and profit margin forecasts broadly unchanged. What's in the News Monadelphous Group signalled it will actively pursue acquisitions to support long term growth, leveraging its strong balance sheet to fund deals.Actualización de narrativa • Nov 25
MND: Higher Discount Rate And Marginal Profits Will Limit Upside
Analysts have increased their price target for Monadelphous Group from $21.82 to $23.39. They cite improved revenue growth expectations as the primary driver behind the upward adjustment.Actualización de narrativa • Nov 11
MND: Rising Discount Rate and High P/E Will Challenge Future Returns
Analysts have raised their price target for Monadelphous Group from $20.41 to $21.82. This reflects improved expectations for revenue growth and profit margins.Artículo de análisis • Nov 10
Monadelphous Group (ASX:MND) Might Have The Makings Of A Multi-Bagger
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Artículo de análisis • Oct 02
Monadelphous Group (ASX:MND) Has A Rock Solid Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Actualización de narrativa • Sep 26
Decarbonisation And Battery Storage Will Shape Future Markets
The upward revision of Monadelphous Group’s consensus price target reflects improved analyst expectations, underpinned by slight increases in both future P/E and revenue growth forecasts, with fair value rising from A$19.43 to A$20.41. What's in the News Monadelphous Group announced an ordinary fully paid dividend of AUD 0.39 for the six months ending June 30, 2025.Artículo de análisis • Sep 10
Estimating The Fair Value Of Monadelphous Group Limited (ASX:MND)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Monadelphous Group fair value estimate is AU$21.35 With...Actualización de narrativa • Aug 25
New $17 Billion Contracts And Renewable Focus Will Drive Future Opportunities
The uplift in Monadelphous Group’s Consensus Analyst Price Target primarily reflects improved revenue growth forecasts and a higher expected future P/E multiple, raising fair value from A$16.94 to A$19.43. What's in the News Monadelphous Group Limited announced an ordinary fully paid dividend of AUD 0.39 for the six months ending June 30, 2025.Actualización de narrativa • Aug 10
New $17 Billion Contracts And Renewable Focus Will Drive Future Opportunities
Despite a notable downward revision in revenue growth forecasts and a higher discount rate, the consensus analyst price target for Monadelphous Group has increased from A$16.11 to A$16.94. Valuation Changes Summary of Valuation Changes for Monadelphous Group The Consensus Analyst Price Target has risen from A$16.11 to A$16.94.Artículo de análisis • Aug 05
Is Monadelphous Group Limited (ASX:MND) Potentially Undervalued?
While Monadelphous Group Limited ( ASX:MND ) might not have the largest market cap around , it led the ASX gainers with...Artículo de análisis • Jul 17
Here's What To Make Of Monadelphous Group's (ASX:MND) Decelerating Rates Of Return
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Artículo de análisis • Apr 07
Investors Met With Slowing Returns on Capital At Monadelphous Group (ASX:MND)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Artículo de análisis • Mar 21
Are Investors Undervaluing Monadelphous Group Limited (ASX:MND) By 26%?
Key Insights The projected fair value for Monadelphous Group is AU$21.20 based on 2 Stage Free Cash Flow to Equity...
Nueva narrativa • Mar 11
New $17 Billion Contracts And Renewable Focus Will Drive Future Opportunities
Securing new contracts across diverse sectors and major energy players boosts future revenue and signals strong market demand.Artículo de análisis • Mar 07
These 4 Measures Indicate That Monadelphous Group (ASX:MND) Is Using Debt Safely
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Feb 19
Should You Think About Buying Monadelphous Group Limited (ASX:MND) Now?
While Monadelphous Group Limited ( ASX:MND ) might not have the largest market cap around , it led the ASX gainers with...Artículo de análisis • Dec 06
Monadelphous Group (ASX:MND) Has Some Way To Go To Become A Multi-Bagger
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Artículo de análisis • Sep 07
Monadelphous Group Limited's (ASX:MND) Share Price Not Quite Adding Up
There wouldn't be many who think Monadelphous Group Limited's ( ASX:MND ) price-to-earnings (or "P/E") ratio of 18.8x...Artículo de análisis • Aug 22
Monadelphous Group's (ASX:MND) Upcoming Dividend Will Be Larger Than Last Year's
The board of Monadelphous Group Limited ( ASX:MND ) has announced that it will be paying its dividend of A$0.33 on the...Artículo de análisis • Aug 21
The Returns At Monadelphous Group (ASX:MND) Aren't Growing
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Artículo de análisis • May 27
Monadelphous Group Limited's (ASX:MND) Popularity With Investors Is Under Threat From Overpricing
Monadelphous Group Limited's ( ASX:MND ) price-to-earnings (or "P/E") ratio of 25.1x might make it look like a sell...Artículo de análisis • Feb 21
Monadelphous Group Limited Just Missed Earnings - But Analysts Have Updated Their Models
Monadelphous Group Limited ( ASX:MND ) came out with its half-yearly results last week, and we wanted to see how the...Artículo de análisis • Jan 25
Is It Too Late To Consider Buying Monadelphous Group Limited (ASX:MND)?
Monadelphous Group Limited ( ASX:MND ), is not the largest company out there, but it saw significant share price...Artículo de análisis • Aug 28
Monadelphous Group (ASX:MND) Is Due To Pay A Dividend Of A$0.25
Monadelphous Group Limited ( ASX:MND ) will pay a dividend of A$0.25 on the 29th of September. This payment means that...Artículo de análisis • Jul 14
Is Monadelphous Group Limited (ASX:MND) Potentially Undervalued?
While Monadelphous Group Limited ( ASX:MND ) might not be the most widely known stock at the moment, it saw significant...Artículo de análisis • Jun 01
Monadelphous Group (ASX:MND) Is Reinvesting At Lower Rates Of Return
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Artículo de análisis • Feb 21
Is Monadelphous Group (ASX:MND) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Rentabilidad de los accionistas
| MND | AU Construction | Mercado AU | |
|---|---|---|---|
| 7D | 0% | -3.6% | 2.1% |
| 1Y | 48.3% | 32.1% | 2.1% |
Rentabilidad vs. Industria: MND superó a la industria Australian Construction, que obtuvo un rendimiento del 35.8% el año pasado.
Rentabilidad vs. Mercado: MND superó al mercado Australian, que obtuvo un rendimiento del 1.8% el año pasado.
Volatilidad de los precios
| MND volatility | |
|---|---|
| MND Average Weekly Movement | 4.6% |
| Construction Industry Average Movement | 6.0% |
| Market Average Movement | 9.5% |
| 10% most volatile stocks in AU Market | 16.6% |
| 10% least volatile stocks in AU Market | 3.8% |
Precio estable de las acciones: MND no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Australian.
Volatilidad a lo largo del tiempo: La volatilidad semanal de MND (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1972 | 8,389 | Zoran Bebic | www.monadelphous.com.au |
Monadelphous Group Limited, grupo de ingeniería, presta servicios de construcción, mantenimiento e industriales a los sectores de recursos, energía e infraestructuras en Australia, China, Mongolia, Papúa Nueva Guinea, China, Vietnam, Filipinas y a escala internacional. Opera a través de dos segmentos, Ingeniería de la Construcción, y Mantenimiento y Servicios Industriales. La empresa ofrece servicios de fabricación, modularización, premontaje fuera del emplazamiento, adquisición e instalación de acero estructural, depósitos, equipos mecánicos y de proceso, tuberías, demolición y obras de rehabilitación; servicios de construcción multidisciplinar; puesta en servicio de plantas; servicios eléctricos y de instrumentación; servicios de ingeniería, adquisición y construcción; servicios de mantenimiento de procesos y no relacionados con procesos; y servicios de planificación, gestión y ejecución de paradas.
Resumen de fundamentos de Monadelphous Group Limited
| Estadísticas fundamentales de MND | |
|---|---|
| Capitalización bursátil | AU$2.91b |
| Beneficios(TTM) | AU$106.09m |
| Ingresos (TTM) | AU$2.58b |
27.4x
Ratio precio-beneficio (PE)1.1x
Ratio precio-ventas (PS)¿Está MND sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de MND | |
|---|---|
| Ingresos | AU$2.58b |
| Coste de los ingresos | AU$2.38b |
| Beneficio bruto | AU$195.99m |
| Otros gastos | AU$89.90m |
| Beneficios | AU$106.09m |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
Aug 25, 2026
| Beneficios por acción (BPA) | 1.06 |
| Margen bruto | 7.60% |
| Margen de beneficio neto | 4.12% |
| Ratio deuda/patrimonio | 0.8% |
¿Cómo se ha desempeñado MND a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.4%
Rentabilidad actual por dividendo82%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/29 01:02 |
| Precio de las acciones al final del día | 2026/07/29 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Monadelphous Group Limited está cubierta por 27 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Megan Kirby-Lewis | Barrenjoey Markets Pty Limited |
| Joseph House | Bell Potter |
| Shaurya Visen | BofA Global Research |