Computershare Resultados de beneficios anteriores
Pasado controles de criterios 5/6
Computershare ha aumentado sus beneficios a una tasa media anual de 26.4%, mientras que los beneficios de la industria de Professional Services han experimentado un crecimiento de 12.2% anual. Los ingresos han ido creciendo a una tasa media de 7.6% al año. La rentabilidad financiera de Computershare es de 26.6%, y sus márgenes netos son de 18.7%.
Información clave
26.36%
Tasa de crecimiento de los beneficios
26.31%
Tasa de crecimiento del BPA
| Crecimiento de la industria Professional Services | 8.75% |
| Tasa de crecimiento de los ingresos | 7.60% |
| Rentabilidad financiera | 26.62% |
| Margen neto | 18.74% |
| Última actualización de beneficios | 31 Dec 2025 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 09
CPU: Tokenized Equity And Higher EPS Guidance Will Support Bullish Setup
Analysts have slightly adjusted their view on Computershare, with the latest A$ fair value estimate changing from about A$34.63 to about A$34.54 as they factor in updated assumptions on the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Computershare agreed with Securitize to support U.S. listed clients in issuing equity securities in tokenized form, giving issuers a way to bring shares onchain alongside existing structures such as the Direct Registration System, with Computershare acting as transfer agent for Issuer Sponsored Tokens and related corporate actions (Key Developments).Actualización de narrativa • Apr 24
CPU: Higher EPS Guidance And Dividend Will Support Bullish Setup
Analysts have nudged their Computershare price target slightly lower to around A$34.63 from about A$35.40, reflecting updated views on discount rates, modest revenue growth expectations, profit margin assumptions and future P/E levels. What's in the News Computershare declared an ordinary franked dividend of A$0.55 per share for the six months ended 31 December 2025, with payment expected on 18 March 2026, record date on 18 February 2026, and ex date on 17 February 2026 (Key Developments).Actualización de narrativa • Apr 09
CPU: Citi Upgrade And Higher EPS Guidance Will Support Bullish Setup
Analysts now see Computershare's fair value at about A$35.40, just below the prior A$35.94 view. The shift is tied to updated assumptions on discount rate, modestly lower revenue growth, slightly softer profit margin and a higher future P/E multiple, alongside recent upgrades and a A$39.60 price target from broader Street research.Actualización de narrativa • Mar 26
CPU: Citi Upgrade And Dividend And EPS Guidance Will Support Bullish Setup
Analysts have adjusted their fair value estimate for Computershare to A$35.94 per share. They link this change to refined assumptions on discount rates, profit margins, and future P/E, along with recent research upgrades and a new A$39.60 price target from the Street.Actualización de narrativa • Mar 11
CPU: Citi Upgrade And Dividend Outlook Will Support Bullish Setup
Analysts have inched their fair value estimate for Computershare to about A$35.55 per share, a small adjustment that reflects updated discount rate and future P/E assumptions, along with recent Street research support, including the new A$39.60 price target from Citi. Analyst Commentary Recent commentary from bullish analysts has become more positive, with an upgraded rating and a formal A$39.60 price target helping anchor expectations around Computershare’s potential valuation range.Actualización de narrativa • Feb 25
CPU: Citi Upgrade And Raised FY26 Outlook Will Support Bullish Setup
Analysts have trimmed their fair value estimate for Computershare to A$35.79 from A$35.97, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E, as well as recent Street research, including Citi's upgrade of the stock with an A$39.60 price target. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent upgrade to a Buy rating as support for a more constructive view on Computershare’s ability to execute against earnings expectations, even with more conservative assumptions now embedded in the fair value model.Actualización de narrativa • Feb 11
CPU: AGM Trends And New Buy Ratings Will Support Bullish FY26 Setup
Analysts have increased their A$ price targets on Computershare to around A$40, up from the mid A$30s, citing recent upgrades and confidence following the company’s Annual General Meeting update. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to the AGM update as confirmation that recent business trends are tracking in line with their expectations for early 2026, which they see as supportive for the current A$39.60 to A$40 price target range.Actualización de narrativa • Jan 27
CPU: AGM Update And New Buy Ratings Will Support Balanced FY26 Outlook
Narrative Update The updated analyst price target for Computershare has shifted from about A$37.40 to about A$36.40. Analysts attribute the change to modest adjustments in fair value, discount rate and growth assumptions, along with recent upgrades to Buy from Citi and Goldman Sachs that were supported by the company’s AGM update.Actualización de narrativa • Jan 12
CPU: FY26 Delivery Confidence And AGM Update Support Balanced Outlook
Analysts have lifted their fair value estimate for Computershare to A$37.40 from A$37.26, citing the recent AGM update that supported their assumptions on discount rate, modest revenue growth, profit margin and future P/E, and contributed to an upgrade in the consensus view following a higher A$40 price target from recent Street research. Analyst Commentary Recent commentary around Computershare has focused on how the AGM update lines up with existing expectations on revenue growth, margins and the P/E that analysts are using in their models.Artículo de análisis • Jan 05
Computershare Limited's (ASX:CPU) Intrinsic Value Is Potentially 36% Above Its Share Price
Key Insights The projected fair value for Computershare is AU$46.33 based on 2 Stage Free Cash Flow to Equity...Actualización de narrativa • Dec 26
CPU Outlook Will Weigh FY26 Delivery Confidence Against Modest FX And Rate Headwinds
Analysts have nudged their average price target on Computershare slightly lower, trimming fair value by about A$0.26 to roughly A$37.26, as modestly higher discount rate assumptions offset confidence in management's FY26 guidance and recent broker upgrades. Analyst Commentary Street research has turned incrementally more constructive on Computershare, with several recent rating upgrades highlighting a better balance of risk and reward into FY26, even as some targets edge lower on FX and discount rate adjustments.Artículo de análisis • Dec 20
Unpleasant Surprises Could Be In Store For Computershare Limited's (ASX:CPU) Shares
It's not a stretch to say that Computershare Limited's ( ASX:CPU ) price-to-earnings (or "P/E") ratio of 21.7x right...Actualización de narrativa • Dec 11
CPU Outlook Will Balance FY26 Guidance Delivery Against Persistent FX Headwinds
Analysts have nudged their average price target for Computershare slightly higher, with upward revisions to A$40.00 and A$36.50 helping support a modest increase in the implied valuation as confidence grows that the company can deliver on its FY26 guidance despite minor FX headwinds. Analyst Commentary Recent rating and target price changes reflect a more constructive stance on Computershare, with multiple upgrades signaling growing conviction that FY26 earnings guidance is attainable and already partially embedded in valuation.Actualización de narrativa • Nov 27
CPU: Outlook Will Weigh Management Guidance Progress Against Ongoing Currency Headwinds
Analysts have marginally lowered their fair value estimate for Computershare to A$38.25 from A$38.28, citing mixed signals in revenue growth and profit margin. They remain encouraged by recent management updates and upgraded outlooks.Actualización de narrativa • Nov 11
CPU: Earnings Outlook Will Balance Revenue Confidence And Currency Risks
Analysts have modestly raised their fair value estimate for Computershare, increasing the price target from A$38.21 to A$38.28. This adjustment is based on improved revenue growth indicators and confidence in management's future guidance, despite minor changes to the discount rate and profit margin assumptions.Actualización de narrativa • Oct 28
Upcoming Technology Implementation And Margin Improvement Will Drive Stronger Fiscal 2026 Results
Analysts have lowered their average price target for Computershare from A$38.24 to A$38.21, citing factors including slightly reduced revenue growth expectations and modestly improved profit margin outlooks. They maintain a view that fiscal 2026 earnings guidance appears achievable.Artículo de análisis • Oct 16
Here's Why We Think Computershare (ASX:CPU) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Actualización de narrativa • Oct 10
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
Analysts have marginally lowered their average price target for Computershare, with updated estimates moving from approximately A$38.67 to A$38.24. This reflects cautious optimism about the company’s financial outlook given current revenue indicators and manageable currency impacts.Artículo de análisis • Oct 03
Why The 21% Return On Capital At Computershare (ASX:CPU) Should Have Your Attention
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...Actualización de narrativa • Sep 26
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
Despite a slight decline in consensus revenue growth forecasts, steady valuation metrics have resulted in the Analyst Price Target for Computershare edging up marginally from A$38.24 to A$38.67. What's in the News Computershare Limited announced an ordinary dividend of AUD 0.48 per share for the six months ended June 30, 2025.Artículo de análisis • Sep 19
Some Shareholders Feeling Restless Over Computershare Limited's (ASX:CPU) P/E Ratio
With a price-to-earnings (or "P/E") ratio of 23.7x Computershare Limited ( ASX:CPU ) may be sending bearish signals at...Actualización de narrativa • Sep 11
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
The significant increase in Computershare’s future P/E ratio suggests expectations of lower earnings growth or a higher valuation premium, while minimal changes in the price target and discount rate indicate stable analyst sentiment overall, resulting in the consensus price target edging down marginally from A$38.80 to A$38.24. What's in the News Announced ordinary dividend of AUD 0.48 per share for the six months ended June 30, 2025.Artículo de análisis • Sep 06
Is Computershare (ASX:CPU) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Actualización de narrativa • Aug 27
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
The minor upward revision in Computershare's analyst price target to A$38.95 reflects increased forecasts for both future earnings multiples and revenue growth. What's in the News Computershare announced an ordinary dividend of AUD 0.48 per share for the six months ended June 30, 2025.Artículo de análisis • Aug 14
Computershare's (ASX:CPU) Upcoming Dividend Will Be Larger Than Last Year's
The board of Computershare Limited ( ASX:CPU ) has announced that it will be paying its dividend of $0.48 on the 15th...Artículo de análisis • Aug 10
A Look At The Intrinsic Value Of Computershare Limited (ASX:CPU)
Key Insights Computershare's estimated fair value is AU$36.68 based on 2 Stage Free Cash Flow to Equity With AU$41.26...Artículo de análisis • Jun 29
If EPS Growth Is Important To You, Computershare (ASX:CPU) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Artículo de análisis • May 24
Computershare Limited's (ASX:CPU) Share Price Could Signal Some Risk
Computershare Limited's ( ASX:CPU ) price-to-earnings (or "P/E") ratio of 27.4x might make it look like a strong sell...
Nueva narrativa • Mar 16
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
Focus on core businesses and digital investments in Issuer Services may enhance operational efficiencies, boosting earnings and net margins.Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Computershare. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Dec 25 | 3,188 | 598 | 0 | 0 |
| 30 Sep 25 | 3,154 | 601 | 0 | 0 |
| 30 Jun 25 | 3,119 | 605 | 0 | 0 |
| 31 Dec 24 | 3,085 | 551 | -34 | 0 |
| 30 Sep 24 | 3,032 | 522 | -17 | 0 |
| 30 Jun 24 | 2,979 | 493 | 0 | 0 |
| 31 Dec 23 | 2,902 | 507 | 62 | 0 |
| 30 Sep 23 | 2,856 | 495 | 59 | 0 |
| 30 Jun 23 | 2,809 | 483 | 56 | 0 |
| 31 Mar 23 | 2,766 | 412 | 56 | 0 |
| 31 Dec 22 | 2,723 | 341 | 56 | 0 |
| 30 Sep 22 | 2,644 | 285 | 52 | 0 |
| 30 Jun 22 | 2,565 | 228 | 48 | 0 |
| 31 Mar 22 | 2,457 | 218 | 44 | 0 |
| 31 Dec 21 | 2,348 | 208 | 39 | 0 |
| 30 Sep 21 | 2,316 | 199 | 39 | 0 |
| 30 Jun 21 | 2,283 | 189 | 39 | 0 |
| 31 Mar 21 | 2,266 | 185 | 38 | 0 |
| 31 Dec 20 | 2,248 | 181 | 38 | 0 |
| 30 Sep 20 | 2,263 | 207 | 37 | 0 |
| 30 Jun 20 | 2,277 | 233 | 37 | 0 |
| 31 Mar 20 | 2,316 | 257 | 36 | 0 |
| 31 Dec 19 | 2,355 | 281 | 36 | 0 |
| 30 Sep 19 | 2,355 | 348 | 35 | 0 |
| 30 Jun 19 | 2,355 | 416 | 34 | 0 |
| 31 Mar 19 | 2,318 | 402 | 32 | 0 |
| 31 Dec 18 | 2,281 | 388 | 30 | 0 |
| 30 Sep 18 | 2,285 | 344 | 29 | 0 |
| 30 Jun 18 | 2,290 | 300 | 28 | 0 |
| 31 Mar 18 | 2,236 | 294 | 27 | 0 |
| 31 Dec 17 | 2,183 | 287 | 26 | 0 |
| 30 Sep 17 | 2,147 | 277 | 24 | 0 |
| 30 Jun 17 | 2,110 | 266 | 23 | 0 |
| 31 Mar 17 | 2,099 | 245 | 22 | 0 |
| 31 Dec 16 | 2,088 | 223 | 22 | 0 |
| 30 Sep 16 | 2,026 | 190 | 22 | 0 |
| 30 Jun 16 | 1,964 | 157 | 22 | 0 |
| 31 Mar 16 | 1,956 | 190 | 20 | 0 |
| 31 Dec 15 | 1,948 | 222 | 18 | 0 |
| 30 Sep 15 | 1,960 | 188 | 16 | 0 |
| 30 Jun 15 | 1,971 | 154 | 15 | 0 |
Ingresos de calidad: CPU tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (18.7%) de CPU son superiores a los del año pasado (17.9%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lCPU han crecido significativamente en un 26.4% al año.
Acelerando crecimiento: El crecimiento de los beneficios de CPU en el último año (8.4%) está por debajo de su media de 5 años (26.4% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de CPU en el último año (8.4%) superó al de la industria Professional Services 6.7%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera (26.6%) de CPU se considera alta.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 03:06 |
| Precio de las acciones al final del día | 2026/05/20 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 |
|
* 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
Computershare Limited está cubierta por 24 analistas. 12 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 |
|---|---|
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Andrew Adams | Barrenjoey Markets Pty Limited |
| Lafitani Sotiriou | Bell Potter |