Loading...
ADH logo

Adairs LimitedInforme acción ASX:ADH

Capitalización bursátil AU$222.4m
Precio de las acciones
AU$1.25
AU$2.27
45.2% infravalorado descuento intrínseco
1Y-53.5%
7D-1.2%
1D
Valor de la cartera
Ver

Adairs Limited

Informe acción ASX:ADH

Capitalización de mercado: AU$222.4m

Adairs (ADH) Resumen de Acciones

Adairs Limited opera como minorista especializado en artículos para el hogar, muebles y productos de decoración en Australia y Nueva Zelanda. Saber más

Análisis fundamental de ADH
Puntuación del snowflake
Valoración5/6
Crecimiento futuro3/6
Rendimiento pasado1/6
Salud financiera2/6
Dividendos5/6

ADH Community Fair Values

Create Narrative

See what 63 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Adairs Limited

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Adairs
Precios históricos de las acciones
Precio actual de la acciónAU$1.25
Máximo en las últimas 52 semanasAU$2.87
Mínimo de 52 semanasAU$1.18
Beta1.74
Cambio en 1 mes-4.23%
Variación en 3 meses-31.22%
Cambio de 1 año-53.54%
Variación en 3 años-33.24%
Variación en 5 años-73.40%
Variación desde la OPV-53.02%

Noticias y actualizaciones recientes

Actualización de narrativa Apr 27

ADH: Store And Concept Rollout Will Support Recovery And Future Upside

Analysts have trimmed their fair value estimate for Adairs from A$2.39 to A$2.27, reflecting slightly more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Adairs is set to exit the S&P/ASX Small Ordinaries Index, following a decision to remove Adairs Limited (ASX:ADH) from the index.
Nueva narrativa Apr 25

Rising Store Costs And Promotional Reliance Will Pressure Margins Yet Technology Upgrades Will Help

Catalysts About Adairs Adairs is a retailer focused on home furnishings and homewares across the Adairs, Focus on Furniture and Mocka brands. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Apr 10

Loyalty Program And Store Investments Will Drive Long Term Home Furnishings Strength

Catalysts About Adairs Adairs is a home furnishings retailer with brands focused on bed linen, towelling, furniture and home décor across Australia and New Zealand, supported by both physical stores and online channels. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 09

ADH: Store Rollout Refurbishment And New CFO Will Support Recovery

Analysts have kept their A$2.39 fair value estimate for Adairs broadly unchanged, with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that guide the latest price target update. What's in the News Adairs is set to leave the S&P/ASX Small Ordinaries Index following an index review that removes the company from the benchmark (Index Constituent Drops).

Recent updates

Actualización de narrativa Apr 27

ADH: Store And Concept Rollout Will Support Recovery And Future Upside

Analysts have trimmed their fair value estimate for Adairs from A$2.39 to A$2.27, reflecting slightly more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Adairs is set to exit the S&P/ASX Small Ordinaries Index, following a decision to remove Adairs Limited (ASX:ADH) from the index.
Nueva narrativa Apr 25

Rising Store Costs And Promotional Reliance Will Pressure Margins Yet Technology Upgrades Will Help

Catalysts About Adairs Adairs is a retailer focused on home furnishings and homewares across the Adairs, Focus on Furniture and Mocka brands. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Apr 10

Loyalty Program And Store Investments Will Drive Long Term Home Furnishings Strength

Catalysts About Adairs Adairs is a home furnishings retailer with brands focused on bed linen, towelling, furniture and home décor across Australia and New Zealand, supported by both physical stores and online channels. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 09

ADH: Store Rollout Refurbishment And New CFO Will Support Recovery

Analysts have kept their A$2.39 fair value estimate for Adairs broadly unchanged, with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that guide the latest price target update. What's in the News Adairs is set to leave the S&P/ASX Small Ordinaries Index following an index review that removes the company from the benchmark (Index Constituent Drops).
Actualización de narrativa Mar 25

ADH: Store Network Changes And New CFO Will Support Earnings Recovery

Analysts have kept their A$ fair value estimate for Adairs essentially unchanged, with a minor adjustment to the discount rate and future P/E assumptions. These changes guide a refreshed price target that remains closely aligned with prior estimates.
Actualización de narrativa Mar 10

ADH: Store Network Reset And New CFO Will Support Earnings Recovery

Analysts have trimmed their price target for Adairs by A$0.05 to A$2.39, reflecting updated assumptions around slightly softer revenue growth, a higher profit margin, a modestly lower discount rate, and a reduced future P/E multiple. What's in the News Adairs plans 3 to 4 new Adairs stores and 6 to 7 closures in 2H FY26, plus 1 to 2 upsizes, and a new Concept Store at Bondi Junction in Fourth Quarter FY26, alongside further growth plans for Focus on Furniture and the first standalone Mocka store in May 2026 (company announcement).
Actualización de narrativa Feb 23

ADH: New Group CFO Appointment Will Support Future Earnings Rebound Narrative

Analysts have trimmed their Adairs price target from A$2.76 to A$2.44, reflecting updated assumptions for slightly softer revenue growth and profit margins, as well as a modestly lower future P/E multiple. What's in the News Adairs Limited has appointed Matt Edmonds as Group Chief Financial Officer, effective February 9, 2026, bringing more than 20 years of international finance and retail experience across Australia, the UK, Asia, and the US (Key Developments).
Artículo de análisis Jan 22

Market Cool On Adairs Limited's (ASX:ADH) Earnings

With a price-to-earnings (or "P/E") ratio of 11.8x Adairs Limited ( ASX:ADH ) may be sending bullish signals at the...
Artículo de análisis Nov 12

Does Adairs (ASX:ADH) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Aug 30

Adairs' (ASX:ADH) Dividend Is Being Reduced To A$0.04

Adairs Limited ( ASX:ADH ) has announced that on 7th of October, it will be paying a dividend ofA$0.04, which a...
Actualización de narrativa Aug 28

Omnichannel Investments And Technology Overhaul Will Unlock Future Potential

The upward revision in Adairs’ analyst price target reflects increased optimism, as both the future P/E and consensus revenue growth forecasts have improved, resulting in a higher fair value of A$2.67. Valuation Changes Summary of Valuation Changes for Adairs The Consensus Analyst Price Target has risen from A$2.45 to A$2.67.
Artículo de análisis Aug 27

Investors Still Aren't Entirely Convinced By Adairs Limited's (ASX:ADH) Earnings Despite 26% Price Jump

Adairs Limited ( ASX:ADH ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Artículo de análisis May 09

The Market Lifts Adairs Limited (ASX:ADH) Shares 28% But It Can Do More

Adairs Limited ( ASX:ADH ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...
Artículo de análisis Feb 26

Is Now The Time To Look At Buying Adairs Limited (ASX:ADH)?

Adairs Limited ( ASX:ADH ), might not be a large cap stock, but it saw significant share price movement during recent...
User avatar
Nueva narrativa Feb 09

Sustainability Initiatives Will Strengthen Future Brand Reputation

Enhanced control over supply chain operations and a new warehouse management system are expected to improve net margins and earnings in the next fiscal year.
Artículo de análisis Oct 16

Further Upside For Adairs Limited (ASX:ADH) Shares Could Introduce Price Risks After 37% Bounce

Adairs Limited ( ASX:ADH ) shares have had a really impressive month, gaining 37% after a shaky period beforehand...
Artículo de análisis Sep 03

We Think You Can Look Beyond Adairs' (ASX:ADH) Lackluster Earnings

Adairs Limited's ( ASX:ADH ) earnings announcement last week didn't impress shareholders. However, our analysis...
Artículo de análisis Aug 30

Adairs Limited Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for Adairs Limited ( ASX:ADH ) shareholders, with the stock dropping 14% to AU$1.86 in the...
Artículo de análisis Jul 25

Is Now An Opportune Moment To Examine Adairs Limited (ASX:ADH)?

Adairs Limited ( ASX:ADH ), is not the largest company out there, but it led the ASX gainers with a relatively large...
Artículo de análisis Apr 08

These 4 Measures Indicate That Adairs (ASX:ADH) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Mar 12

Improved Earnings Required Before Adairs Limited (ASX:ADH) Stock's 34% Jump Looks Justified

Adairs Limited ( ASX:ADH ) shares have continued their recent momentum with a 34% gain in the last month alone. Looking...
Artículo de análisis Feb 27

AU$2.15 - That's What Analysts Think Adairs Limited (ASX:ADH) Is Worth After These Results

Shareholders will be ecstatic, with their stake up 21% over the past week following Adairs Limited 's ( ASX:ADH...
Artículo de análisis Jan 19

Investors Don't See Light At End Of Adairs Limited's (ASX:ADH) Tunnel

With a price-to-earnings (or "P/E") ratio of 7.6x Adairs Limited ( ASX:ADH ) may be sending very bullish signals at the...
Artículo de análisis Oct 19

When Should You Buy Adairs Limited (ASX:ADH)?

Adairs Limited ( ASX:ADH ), might not be a large cap stock, but it saw significant share price movement during recent...
Artículo de análisis May 24

Is Adairs Limited (ASX:ADH) Potentially Undervalued?

While Adairs Limited ( ASX:ADH ) might not be the most widely known stock at the moment, it received a lot of attention...
Artículo de análisis Feb 22

Adairs (ASX:ADH) Is Due To Pay A Dividend Of A$0.08

Adairs Limited's ( ASX:ADH ) investors are due to receive a payment of A$0.08 per share on 6th of April. Based on this...
Artículo de análisis Feb 08

When Should You Buy Adairs Limited (ASX:ADH)?

Adairs Limited ( ASX:ADH ), is not the largest company out there, but it saw a decent share price growth in the teens...

Rentabilidad de los accionistas

ADHAU Specialty RetailMercado AU
7D-1.2%-4.5%-1.7%
1Y-53.5%-29.5%1.0%

Rentabilidad vs. Industria: Los resultados de ADH fueron inferiores a los de la industria Australian Specialty Retail, que obtuvo un rendimiento del -29.5% el año pasado.

Rentabilidad vs. Mercado: ADH obtuvo unos resultados inferiores a los del mercado Australian, que fueron del 1% el año pasado.

Volatilidad de los precios

Is ADH's price volatile compared to industry and market?
ADH volatility
ADH Average Weekly Movement7.5%
Specialty Retail Industry Average Movement6.8%
Market Average Movement10.5%
10% most volatile stocks in AU Market17.4%
10% least volatile stocks in AU Market4.4%

Precio estable de las acciones: ADH 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 ADH (7%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1918n/aElle Rosebywww.adairs.com.au

Adairs Limited opera como minorista especializado en artículos para el hogar, muebles y productos de decoración en Australia y Nueva Zelanda. La empresa opera a través de tres segmentos: Adairs, Focus on Furniture y Mocka. Ofrece productos de dormitorio, como ropa de cama y muebles y accesorios de dormitorio; productos de baño y lavandería, como toallas, alfombras y alfombrillas de baño, albornoces y zapatillas, accesorios de baño y productos de lavandería y cuidado del hogar; productos de mobiliario, como muebles de dormitorio, oficina, salón y para niños; y alfombras y felpudos.

Resumen de fundamentos de Adairs Limited

¿Cómo se comparan los beneficios e ingresos de Adairs con su capitalización de mercado?
Estadísticas fundamentales de ADH
Capitalización bursátilAU$222.38m
Beneficios(TTM)AU$19.14m
Ingresos (TTM)AU$636.54m
11.6x
Ratio precio-beneficio (PE)
0.3x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de ADH
IngresosAU$636.54m
Coste de los ingresosAU$341.96m
Beneficio brutoAU$294.59m
Otros gastosAU$275.45m
BeneficiosAU$19.14m

Últimos beneficios comunicados

Dec 28, 2025

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.11
Margen bruto46.28%
Margen de beneficio neto3.01%
Ratio deuda/patrimonio28.5%

¿Cómo se ha desempeñado ADH a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

8.4%
Rentabilidad actual por dividendo
88%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 01:06
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2025/12/28
Ingresos anuales2025/06/29

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

Adairs Limited está cubierta por 11 analistas. 6 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
Aryan NoroziBarrenjoey Markets Pty Limited
Chamithri RatnapalaBell Potter
Allan FranklinCanaccord Genuity