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Technology One LimitedInforme acción ASX:TNE

Capitalización bursátil AU$9.2b
Precio de las acciones
AU$28.04
AU$36.5
23.2% infravalorado descuento intrínseco
1Y-9.2%
7D-3.0%
Valor de la cartera
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Technology One Limited

Informe acción ASX:TNE

Capitalización de mercado: AU$9.2b

Technology One (TNE) Resumen de Acciones

Technology One Limited se dedica al desarrollo, comercialización, venta, implantación y asistencia de soluciones integradas de software empresarial en Australia y a escala internacional. Saber más

Análisis fundamental de TNE
Puntuación del snowflake
Valoración0/6
Crecimiento futuro4/6
Rendimiento pasado5/6
Salud financiera6/6
Dividendos0/6

TNE Community Fair Values

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Software opportunity

Competidores de Technology One Limited

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Technology One
Precios históricos de las acciones
Precio actual de la acciónAU$28.04
Máximo en las últimas 52 semanasAU$42.88
Mínimo de 52 semanasAU$20.14
Beta0.57
Cambio en 1 mes4.20%
Variación en 3 meses10.83%
Cambio de 1 año-9.17%
Variación en 3 años90.62%
Variación en 5 años208.47%
Variación desde la OPV3,074.34%

Noticias y actualizaciones recientes

TNE: Index Removals Will Create Future Margin Upside Opportunity

Analysts have reduced their price target on Technology One by A$2.20 to A$36.50, citing updated assumptions that include slightly higher revenue growth, a modestly stronger profit margin, a marginally lower discount rate and a reduced future P/E multiple. What's in the News Technology One Limited (ASX:TNE) was removed from the S&P International 700 index, which can affect how some index and benchmark focused investors gain exposure to the stock (Key Developments).

TNE: Index Removals Will Create Future Opportunity From Modestly Lowered Expectations

Analysts have trimmed their price target for Technology One by A$0.76 to reflect updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Technology One Limited (ASX:TNE) removed as a constituent of the S&P International 700 Index (Index Constituent Drops).

TNE: Index Removals Will Present Long Term Margin Upside Opportunity

Analysts have trimmed their price target on Technology One from A$40.32 to A$38.70. This reflects slightly different assumptions around discount rates, revenue growth, profit margins and future P/E multiples, while maintaining a broadly similar view on the company.

TNE: Higher Margin Outlook Will Support Future Upside Potential

Analysts have reduced their price target for Technology One from A$44.55 to A$40.32, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that result in a slight adjustment to the valuation outlook. Valuation Changes Fair Value: Adjusted from A$44.55 to A$40.32, indicating a modest reduction in the assessed value per share.

Recent updates

TNE: Index Removals Will Create Future Margin Upside Opportunity

Analysts have reduced their price target on Technology One by A$2.20 to A$36.50, citing updated assumptions that include slightly higher revenue growth, a modestly stronger profit margin, a marginally lower discount rate and a reduced future P/E multiple. What's in the News Technology One Limited (ASX:TNE) was removed from the S&P International 700 index, which can affect how some index and benchmark focused investors gain exposure to the stock (Key Developments).

TNE: Index Removals Will Create Future Opportunity From Modestly Lowered Expectations

Analysts have trimmed their price target for Technology One by A$0.76 to reflect updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Technology One Limited (ASX:TNE) removed as a constituent of the S&P International 700 Index (Index Constituent Drops).

TNE: Index Removals Will Present Long Term Margin Upside Opportunity

Analysts have trimmed their price target on Technology One from A$40.32 to A$38.70. This reflects slightly different assumptions around discount rates, revenue growth, profit margins and future P/E multiples, while maintaining a broadly similar view on the company.

TNE: Higher Margin Outlook Will Support Future Upside Potential

Analysts have reduced their price target for Technology One from A$44.55 to A$40.32, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that result in a slight adjustment to the valuation outlook. Valuation Changes Fair Value: Adjusted from A$44.55 to A$40.32, indicating a modest reduction in the assessed value per share.

TNE: Higher Growth Assumptions And Margins Will Support Future Upside

Analysts have trimmed their price target on Technology One to A$32.23 from A$34.87. This reflects updated assumptions around a slightly higher discount rate, modestly stronger revenue growth at 14.47%, a marginally higher profit margin of 25.71%, and a lower future P/E of 57.47x.

TNE: Elevated P/E And Refined Assumptions Will Shape Balanced Future Returns

Analysts have trimmed their price target for Technology One slightly to A$22.99 from A$23.44. This reflects updated fair value assumptions that factor in revised discount rate, revenue growth, profit margin and future P/E inputs.

Why We Think Shareholders May Be Considering Bumping Up Technology One Limited's (ASX:TNE) CEO Compensation

Feb 11
Why We Think Shareholders May Be Considering Bumping Up Technology One Limited's (ASX:TNE) CEO Compensation

TNE: Elevated P/E And M&A Plans Will Shape Balanced Future Returns

Analysts have trimmed their price target for Technology One to A$23.44 from A$23.74, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Technology One is actively seeking acquisitions that add new intellectual property to its portfolio, with management highlighting interest in targets that fit its existing verticals and regions (Full Year Results announcement).

TNE: Elevated P/E And Acquisition Plans Will Restrain Future Returns

Analysts now see Technology One's fair value at A$23.74, up from A$22.71, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple, despite a slightly higher discount rate. What's in the News Technology One declared a special dividend of A$0.10 per share for the six months ended 30 September 2025 (Key Developments).

TNE: Special Dividend And Disciplined M&A Will Support Future Upside

Analysts have nudged their price target for Technology One slightly higher to A$44.55, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Technology One is actively looking for acquisitions that add new IP to its portfolio, with management highlighting interest in targets that fit the verticals and regions it already serves (Full Year Results announcement).

Technology One's (ASX:TNE) Returns On Capital Not Reflecting Well On The Business

Jan 03
Technology One's (ASX:TNE) Returns On Capital Not Reflecting Well On The Business

TNE: Index Inclusions And Special Dividend Will Support Future Upside

Analysts have slightly reduced their price target on Technology One from A$45.70 to A$44.55, citing a modestly higher discount rate and lower margin assumptions that more than offset stronger expected revenue growth. What's in the News Technology One is actively seeking disciplined acquisitions to add new intellectual property and support inorganic growth, leveraging its strong cash flow and AI enabled platform (company results commentary) The company announced a special dividend of 10.0 cents per share for the six months ended September 30, 2025 (company announcement) The final dividend was increased to 20.0 cents per share for the six months ended September 30, 2025, up 15% on the prior comparable period (company announcement) Technology One was added to the S&P/ASX 50 Index, reflecting its growing scale and market significance (index provider) The company was also included in the S&P International 700 and S&P Global 1200 indices, broadening its exposure to global investors (index provider) Valuation Changes Fair Value: reduced slightly from A$45.70 to A$44.55 per share, reflecting a modestly lower valuation despite stronger growth assumptions.

TNE: Index Inclusions And Rising Dividends Will Drive Future Upside

Narrative Update on Technology One The analyst price target for Technology One has been revised slightly lower to approximately A$34.87 from about A$35.58, as analysts factor in a marginally higher discount rate that more than offsets modest upgrades to long term revenue growth and profit margin assumptions, alongside a slightly lower future P/E multiple. What's in the News Technology One declared a special dividend of 10.0 cents per share for the six months ended September 30, 2025, highlighting strong cash generation and balance sheet capacity (company announcement).

TNE: Index Additions And Strong Dividend Outlook Will Drive Future Upside

Analysts have lowered their price target for Technology One from $37.51 to $35.58, citing slightly reduced estimates for revenue growth and profit margins in their updated outlook. What's in the News Declared a special dividend of 10.0 cents per share for the six months ended September 30, 2025 (company statement) Final dividend of 20.0 cents per share declared for the six months ended September 30, 2025.

Technology One Limited (ASX:TNE) May Have Run Too Fast Too Soon With Recent 26% Price Plummet

Nov 19
Technology One Limited (ASX:TNE) May Have Run Too Fast Too Soon With Recent 26% Price Plummet

Here's Why We Think Technology One (ASX:TNE) Might Deserve Your Attention Today

Oct 18
Here's Why We Think Technology One (ASX:TNE) Might Deserve Your Attention Today

Overvaluation Will Encounter Regulatory Headwinds And SaaS Resilience

The slight increase in Technology One's future P/E ratio reflects marginally higher market expectations despite consensus revenue growth remaining steady, resulting in a minimal upward revision of the consensus analyst price target from A$36.92 to A$37.51. What's in the News Technology One Limited added to S&P Global 1200.

Overvaluation Will Encounter Regulatory Headwinds And SaaS Resilience

Technology One’s consensus price target saw a marginal increase, supported by broadly unchanged key valuation metrics, with the future P/E and discount rate remaining steady, resulting in a minor fair value revision from A$36.28 to A$36.92. Valuation Changes Summary of Valuation Changes for Technology One The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$36.28 to A$36.92.

Technology One (ASX:TNE) Is Posting Promising Earnings But The Good News Doesn’t Stop There

May 26
Technology One (ASX:TNE) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Technology One Limited's (ASX:TNE) 31% Price Boost Is Out Of Tune With Revenues

May 20
Technology One Limited's (ASX:TNE) 31% Price Boost Is Out Of Tune With Revenues
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Shift To SaaS+ And Heavy R&D Investment May Limit Short-Term Profits But Fuel Future Growth

Integration of CourseLoop into their ERP suite aims to enhance market presence and boost revenue in the education sector.

Rentabilidad de los accionistas

TNEAU SoftwareMercado AU
7D-3.0%-2.1%-0.5%
1Y-9.2%-39.7%5.8%

Rentabilidad vs. Industria: TNE superó a la industria Australian Software, que obtuvo un rendimiento del -39.7% el año pasado.

Rentabilidad vs. Mercado: TNE obtuvo unos resultados inferiores a los del mercado Australian, que fueron del 5.8% el año pasado.

Volatilidad de los precios

Is TNE's price volatile compared to industry and market?
TNE volatility
TNE Average Weekly Movement7.7%
Software Industry Average Movement11.3%
Market Average Movement10.7%
10% most volatile stocks in AU Market17.6%
10% least volatile stocks in AU Market4.5%

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

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19831,500Ed Chungwww.technology1.com

Technology One Limited se dedica al desarrollo, comercialización, venta, implantación y asistencia de soluciones integradas de software empresarial en Australia y a escala internacional. Opera a través de los segmentos de Software y Consultoría. La empresa ofrece varias soluciones de software empresarial, como análisis empresarial, creación de aplicaciones, gestión del rendimiento corporativo, planes de estudios, DxP local government, DxP Student, DxP Essentials, gestión de activos empresariales, presupuestos empresariales, cobros empresariales, gestión de contenidos empresariales, finanzas, recursos humanos y nóminas, planificación del rendimiento, propiedad y clasificación, espacio, gestión de estudiantes, horarios y programación, y gestión de la cadena de suministro.

Resumen de fundamentos de Technology One Limited

¿Cómo se comparan los beneficios e ingresos de Technology One con su capitalización de mercado?
Estadísticas fundamentales de TNE
Capitalización bursátilAU$9.15b
Beneficios(TTM)AU$137.65m
Ingresos (TTM)AU$598.50m
66.5x
Ratio precio-beneficio (PE)
15.3x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de TNE
IngresosAU$598.50m
Coste de los ingresosAU$257.17m
Beneficio brutoAU$341.33m
Otros gastosAU$203.69m
BeneficiosAU$137.65m

Últimos beneficios comunicados

Sep 30, 2025

Próxima fecha de beneficios

May 19, 2026

Beneficios por acción (BPA)0.42
Margen bruto57.03%
Margen de beneficio neto23.00%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado TNE a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.9%
Rentabilidad actual por dividendo
63%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 02:18
Precio de las acciones al final del día2026/05/04 00:00
Beneficios2025/09/30
Ingresos anuales2025/09/30

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

Technology One Limited está cubierta por 25 analistas. 16 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
Josh KannourakisBarrenjoey Markets Pty Limited
Chris SavageBell Potter
Ware KuoBofA Global Research