Loading...
MAH logo

Macmahon Holdings LimitedInforme acción ASX:MAH

Capitalización bursátil AU$1.9b
Precio de las acciones
AU$0.87
AU$0.49
76.4% sobrevalorado descuento intrínseco
1Y205.3%
7D0.6%
1D
Valor de la cartera
Ver

Macmahon Holdings Limited

Informe acción ASX:MAH

Capitalización de mercado: AU$1.9b

Macmahon Holdings (MAH) Resumen de Acciones

Macmahon Holdings Limited presta servicios de minería de superficie, minería subterránea y apoyo a la minería, así como de infraestructura civil, a empresas mineras de Australia y el Sudeste Asiático. Saber más

Análisis fundamental de MAH
Puntuación del snowflake
Valoración3/6
Crecimiento futuro1/6
Rendimiento pasado5/6
Salud financiera5/6
Dividendos2/6

Recompensas

Análisis de riesgos

No se han detectado riesgos en MAH a partir de nuestros controles de riesgos.

MAH Community Fair Values

Create Narrative

See what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Macmahon Holdings Limited

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Macmahon Holdings
Precios históricos de las acciones
Precio actual de la acciónAU$0.87
Máximo en las últimas 52 semanasAU$0.94
Mínimo de 52 semanasAU$0.27
Beta1
Cambio en 1 mes7.41%
Variación en 3 meses12.99%
Cambio de 1 año205.26%
Variación en 3 años582.35%
Variación en 5 años346.15%
Variación desde la OPV-1.14%

Noticias y actualizaciones recientes

Actualización de narrativa May 07

MAH: Index Additions And New Wonawinta Contract Will Conceal Overvaluation Risk

Analysts have maintained their A$0.65 price target for Macmahon Holdings, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that are broadly consistent with prior estimates. What's in the News Manuka Resources signed a Letter of Intent with Macmahon for full open pit mining services at the Wonawinta Silver project in New South Wales, with an initial 5 year term and total services valued at A$190 million, and targeted commencement of Macmahon services in June 2026 (Client announcement).
Actualización de narrativa Apr 20

MAH: Index Additions And New Contract Will Mask Overvaluation Risk

Analysts have increased their price target for Macmahon Holdings from A$0.34 to A$0.65, based on updated assumptions regarding the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Macmahon entered a Letter of Intent with Manuka Resources for full open pit mining services at the Wonawinta silver project in New South Wales, with an expected 5 year contract term and total services value of A$190 million, and a target service commencement in June 2026 (Client Announcement).
Actualización de narrativa Apr 05

MAH: Index Inclusion And Wonawinta Contract Pipeline Will Support Future Upside

Analysts have kept Macmahon Holdings' fair value estimate steady at A$0.82 while fine tuning assumptions for discount rate, revenue growth, profit margin and future P/E. This has led to a marginally revised price target that reflects updated risk and earnings expectations without a major shift in overall valuation.
Actualización de narrativa Mar 22

MAH: Secured FY26 Revenue And Rising Dividend Payout Will Support Upside

Analysts have kept their A$0.82 price target for Macmahon Holdings steady. They point to relatively unchanged assumptions for revenue growth, profit margins and future P/E as the basis for this reaffirmed view.
Actualización de narrativa Mar 07

MAH: Secured Revenue And Higher Dividend Payout Will Support Future Upside

Analysts have kept their A$0.82 price target for Macmahon Holdings unchanged, citing only modest tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions rather than any shift in their overall valuation view. What's in the News Board declared a fully franked interim dividend of A$0.0095 per share for the six month period ending 31 December 2025, compared with A$0.0055 per share for 1H25, described as up 73% in the company announcement (Key Developments).

Recent updates

Actualización de narrativa May 07

MAH: Index Additions And New Wonawinta Contract Will Conceal Overvaluation Risk

Analysts have maintained their A$0.65 price target for Macmahon Holdings, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that are broadly consistent with prior estimates. What's in the News Manuka Resources signed a Letter of Intent with Macmahon for full open pit mining services at the Wonawinta Silver project in New South Wales, with an initial 5 year term and total services valued at A$190 million, and targeted commencement of Macmahon services in June 2026 (Client announcement).
Actualización de narrativa Apr 20

MAH: Index Additions And New Contract Will Mask Overvaluation Risk

Analysts have increased their price target for Macmahon Holdings from A$0.34 to A$0.65, based on updated assumptions regarding the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Macmahon entered a Letter of Intent with Manuka Resources for full open pit mining services at the Wonawinta silver project in New South Wales, with an expected 5 year contract term and total services value of A$190 million, and a target service commencement in June 2026 (Client Announcement).
Actualización de narrativa Apr 05

MAH: Index Inclusion And Wonawinta Contract Pipeline Will Support Future Upside

Analysts have kept Macmahon Holdings' fair value estimate steady at A$0.82 while fine tuning assumptions for discount rate, revenue growth, profit margin and future P/E. This has led to a marginally revised price target that reflects updated risk and earnings expectations without a major shift in overall valuation.
Actualización de narrativa Mar 22

MAH: Secured FY26 Revenue And Rising Dividend Payout Will Support Upside

Analysts have kept their A$0.82 price target for Macmahon Holdings steady. They point to relatively unchanged assumptions for revenue growth, profit margins and future P/E as the basis for this reaffirmed view.
Actualización de narrativa Mar 07

MAH: Secured Revenue And Higher Dividend Payout Will Support Future Upside

Analysts have kept their A$0.82 price target for Macmahon Holdings unchanged, citing only modest tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions rather than any shift in their overall valuation view. What's in the News Board declared a fully franked interim dividend of A$0.0095 per share for the six month period ending 31 December 2025, compared with A$0.0055 per share for 1H25, described as up 73% in the company announcement (Key Developments).
Actualización de narrativa Feb 21

MAH: Fair Value View Will Rely On Secured Revenue And Dividend Discipline

The analyst fair value estimate for Macmahon Holdings has shifted from A$0.65 to A$0.82. Analysts link this change to updated assumptions around the discount rate, revenue growth, profit margins, and future P/E.
Actualización de narrativa Feb 07

MAH: Stable Assumptions Will Likely Lead To Disappointing Future Earnings

Analysts have left their price target for Macmahon Holdings essentially unchanged at A$0.49, citing a steady view on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: The fair value estimate remains essentially unchanged at A$0.49 per share, indicating a stable central valuation view.
Artículo de análisis Jan 30

Do Macmahon Holdings' (ASX:MAH) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Actualización de narrativa Jan 24

MAH: Steady Fair Value And Minor Assumption Shifts Will Shape Future Returns

Analysts have kept their fair value estimate for Macmahon Holdings steady at A$0.65, with only small tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E to refine their updated price target view. Valuation Changes Fair Value Estimate: Held steady at A$0.65 per share, with no change between the previous and updated assessment.
Actualización de narrativa Jan 09

MAH: Higher Discount Rate And Richer P/E Will Restrain Future Upside

Narrative Update on Macmahon Holdings The analyst price target for Macmahon Holdings has shifted from A$0.49 to A$0.65. Analysts point to updated assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change.
Actualización de narrativa Dec 25

MAH: Future Earnings Will Likely Disappoint Despite Lower Discount Rate

Analysts have nudged their price target for Macmahon Holdings slightly higher to reflect modest improvements in the company’s discount rate assumptions and long term profitability outlook, while leaving fair value essentially unchanged at about $0.49 per share. Valuation Changes Fair Value: Unchanged at approximately A$0.49 per share, indicating no material shift in the intrinsic value estimate.
Artículo de análisis Dec 22

Investors Still Aren't Entirely Convinced By Macmahon Holdings Limited's (ASX:MAH) Earnings Despite 25% Price Jump

Macmahon Holdings Limited ( ASX:MAH ) shares have continued their recent momentum with a 25% gain in the last month...
Actualización de narrativa Dec 11

MAH: Higher Discount Rate Will Likely Weigh On Future Earnings

Analysts have modestly raised their price target for Macmahon Holdings to approximately A$0.49 per share. This reflects slightly higher long term discount rate assumptions, while views on growth, profitability and valuation multiples remain largely unchanged.
Actualización de narrativa Nov 27

MAH: Rising Discount Rate Will Likely Pressure Future Profit Margins

Analysts have raised their price target for Macmahon Holdings from $0.44 to $0.49 per share. This change reflects increased expectations for revenue growth along with updated discount rate assumptions.
Artículo de análisis Nov 13

Does Macmahon Holdings (ASX:MAH) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Aug 26

Macmahon Holdings' (ASX:MAH) Strong Earnings Are Of Good Quality

When companies post strong earnings, the stock generally performs well, just like Macmahon Holdings Limited's ( ASX:MAH...
Artículo de análisis Aug 20

Investors Still Aren't Entirely Convinced By Macmahon Holdings Limited's (ASX:MAH) Earnings Despite 37% Price Jump

Despite an already strong run, Macmahon Holdings Limited ( ASX:MAH ) shares have been powering on, with a gain of 37...
Actualización de narrativa Aug 20

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Despite a notable reduction in consensus revenue growth forecasts, a modest improvement in net profit margin has contributed to a raised analyst price target for Macmahon Holdings from A$0.37 to A$0.41. Valuation Changes Summary of Valuation Changes for Macmahon Holdings The Consensus Analyst Price Target has significantly risen from A$0.37 to A$0.41.
User avatar
Nueva narrativa Apr 27

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value.
Artículo de análisis Feb 24

Macmahon Holdings' (ASX:MAH) Soft Earnings Are Actually Better Than They Appear

Soft earnings didn't appear to concern Macmahon Holdings Limited's ( ASX:MAH ) shareholders over the last week. We did...
Artículo de análisis Feb 19

Macmahon Holdings (ASX:MAH) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Artículo de análisis Nov 19

Here's Why Macmahon Holdings (ASX:MAH) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Sep 04

The Market Lifts Macmahon Holdings Limited (ASX:MAH) Shares 25% But It Can Do More

Macmahon Holdings Limited ( ASX:MAH ) shares have had a really impressive month, gaining 25% after a shaky period...
Artículo de análisis Mar 14

Macmahon Holdings Limited's (ASX:MAH) Shares Bounce 26% But Its Business Still Trails The Market

Macmahon Holdings Limited ( ASX:MAH ) shares have had a really impressive month, gaining 26% after a shaky period...
Artículo de análisis Nov 27

Is Macmahon Holdings (ASX:MAH) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jun 30

Calculating The Fair Value Of Macmahon Holdings Limited (ASX:MAH)

Key Insights The projected fair value for Macmahon Holdings is AU$0.15 based on 2 Stage Free Cash Flow to Equity...
Artículo de análisis Apr 20

Here's Why Macmahon Holdings (ASX:MAH) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Dec 28

Does Macmahon Holdings (ASX:MAH) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Aug 12

Calculating The Fair Value Of Macmahon Holdings Limited (ASX:MAH)

In this article we are going to estimate the intrinsic value of Macmahon Holdings Limited ( ASX:MAH ) by taking the...
Artículo de análisis Apr 27

Are Investors Undervaluing Macmahon Holdings Limited (ASX:MAH) By 43%?

Does the April share price for Macmahon Holdings Limited ( ASX:MAH ) reflect what it's really worth? Today, we will...
Artículo de análisis Feb 28

Broker Revenue Forecasts For Macmahon Holdings Limited (ASX:MAH) Are Surging Higher

Macmahon Holdings Limited ( ASX:MAH ) shareholders will have a reason to smile today, with the analysts making...

Rentabilidad de los accionistas

MAHAU Metals and MiningMercado AU
7D0.6%-1.7%0.08%
1Y205.3%54.5%3.1%

Rentabilidad vs. Industria: MAH superó a la industria Australian Metals and Mining, que obtuvo un rendimiento del 54.5% el año pasado.

Rentabilidad vs. Mercado: MAH superó al mercado Australian, que obtuvo un rendimiento del 3.1% el año pasado.

Volatilidad de los precios

Is MAH's price volatile compared to industry and market?
MAH volatility
MAH Average Weekly Movement7.8%
Metals and Mining Industry Average Movement12.1%
Market Average Movement10.4%
10% most volatile stocks in AU Market17.6%
10% least volatile stocks in AU Market4.4%

Precio estable de las acciones: MAH 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 MAH (8%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
196310,220Mick Finneganwww.macmahon.com.au

Macmahon Holdings Limited presta servicios de minería de superficie, minería subterránea y apoyo a la minería, así como servicios de infraestructura civil a empresas mineras de Australia y el sudeste asiático. Opera en cuatro segmentos: Minería de superficie, Minería subterránea, Minería internacional e Infraestructura civil. La empresa ofrece servicios de minería de superficie, como minería a granel y selectiva, planificación y análisis de minas, perforación y voladura, trituración y cribado, mantenimiento de plantas fijas, gestión del agua, funcionamiento y mantenimiento de equipos, tecnología, soluciones de seguridad; y servicios de minería subterránea, como desarrollo y producción de minas, perforación de pozos y producción, bulonado de cables, gunitado, revestimiento de pozos a distancia, relleno de pastas, hundimiento y equipamiento de pozos; y servicios de ingeniería, como revestimiento y mantenimiento de pozos, revestimientos de pasos de mineral, reacondicionamiento de devanaderas, transporte, trituración, manipulación de materiales, sistemas de salida de emergencia, estaciones de bombeo y tuberías de impulsión, y talleres e infraestructuras de obra.

Resumen de fundamentos de Macmahon Holdings Limited

¿Cómo se comparan los beneficios e ingresos de Macmahon Holdings con su capitalización de mercado?
Estadísticas fundamentales de MAH
Capitalización bursátilAU$1.86b
Beneficios(TTM)AU$92.13m
Ingresos (TTM)AU$2.56b
20.1x
Ratio precio-beneficio (PE)
0.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de MAH
IngresosAU$2.56b
Coste de los ingresosAU$689.39m
Beneficio brutoAU$1.87b
Otros gastosAU$1.77b
BeneficiosAU$92.13m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.043
Margen bruto73.03%
Margen de beneficio neto3.60%
Ratio deuda/patrimonio45.0%

¿Cómo se ha desempeñado MAH a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.7%
Rentabilidad actual por dividendo
44%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/23 20:41
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2025/12/31
Ingresos anuales2025/06/30

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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

Macmahon Holdings Limited está cubierta por 12 analistas. 3 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.

AnalistaInstitución
Megan Kirby-LewisBarrenjoey Markets Pty Limited
Marcus BarnardBell Potter
Cameron BellCanaccord Genuity