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Monadelphous Group LimitedASX:MND Rapport sur les actions

Capitalisation boursière AU$3.0b
Prix de l'action
n/a
1Y74.0%
7D6.7%
1D1.6%
Valeur du portefeuille
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Monadelphous Group Limited

ASX:MND Rapport sur les actions

Capitalisation boursière : AU$3.0b

Monadelphous Group (MND) Aperçu de l'action

Monadelphous Group Limited, un groupe d'ingénierie, fournit des services de construction, de maintenance et des services industriels aux secteurs des ressources, de l'énergie et des infrastructures en Australie, en Chine, en Mongolie, en Papouasie-Nouvelle-Guinée, en Chine, au Viêt Nam, aux Philippines et dans le monde entier. Plus de détails

MND analyse fondamentale
Score flocon de neige
Évaluation1/6
Croissance future2/6
Performances passées5/6
Santé financière5/6
Dividendes4/6

MND Community Fair Values

Create Narrative

See what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.

Monadelphous Group Limited Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Monadelphous Group
Historique des cours de bourse
Prix actuel de l'actionAU$30.58
Plus haut sur 52 semainesAU$36.88
Plus bas sur 52 semainesAU$16.89
Bêta0.59
Variation sur 1 mois-0.49%
Variation sur 3 mois8.98%
Variation sur 1 an74.05%
Variation sur 3 ans160.92%
Variation sur 5 ans195.46%
Évolution depuis l'introduction en bourse33,877.78%

Nouvelles et mises à jour récentes

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
User avatar
Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Rendement pour les actionnaires

MNDAU ConstructionAU Marché
7D6.7%-1.0%-1.8%
1Y74.0%50.2%1.8%

Rendement vs Industrie: MND a dépassé le secteur Australian Construction qui a rapporté 50.2 % au cours de l'année écoulée.

Rendement vs marché: MND a dépassé le marché Australian qui a rapporté 1.8 % au cours de l'année écoulée.

Volatilité des prix

Is MND's price volatile compared to industry and market?
MND volatility
MND Average Weekly Movement4.3%
Construction Industry Average Movement6.2%
Market Average Movement9.9%
10% most volatile stocks in AU Market17.1%
10% least volatile stocks in AU Market4.0%

Cours de l'action stable: MND n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Australian.

Volatilité au fil du temps: La volatilité hebdomadaire de MND ( 4% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
19728,389Zoran Bebicwww.monadelphous.com.au

Monadelphous Group Limited, un groupe d'ingénierie, fournit des services de construction, de maintenance et industriels aux secteurs des ressources, de l'énergie et des infrastructures en Australie, en Chine, en Mongolie, en Papouasie-Nouvelle-Guinée, en Chine, au Viêt Nam, aux Philippines et dans le monde entier. Elle opère à travers deux segments, la construction d'ingénierie et la maintenance et les services industriels. La société propose des services de fabrication, de modularisation, de pré-assemblage hors site, d'approvisionnement et d'installation de structures métalliques, de réservoirs, d'équipements mécaniques et de traitement, de tuyauterie, de démolition et d'assainissement ; des services de construction multidisciplinaires ; la mise en service d'installations ; des services d'électricité et d'instrumentation ; des services d'ingénierie, d'approvisionnement et de construction ; des services de maintenance de processus et hors processus ; et des services de cadrage initial, de planification, de gestion et d'exécution d'arrêts d'exploitation.

Monadelphous Group Limited Résumé des fondamentaux

Comment les bénéfices et les revenus de Monadelphous Group se comparent-ils à sa capitalisation boursière ?
MND statistiques fondamentales
Capitalisation boursièreAU$3.01b
Bénéfices(TTM)AU$106.09m
Recettes(TTM)AU$2.58b
28.9x
Ratio P/E
1.2x
Ratio P/S

Le site MND est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
MND compte de résultat (TTM)
RecettesAU$2.58b
Coût des recettesAU$2.38b
Marge bruteAU$195.99m
Autres dépensesAU$89.90m
Les revenusAU$106.09m

Derniers bénéfices déclarés

Dec 31, 2025

Prochaine date de publication des résultats

Aug 25, 2026

Résultat par action (EPS)1.06
Marge brute7.60%
Marge bénéficiaire nette4.12%
Ratio dettes/capitaux propres0.8%

Quelles ont été les performances à long terme de MND?

Voir les performances historiques et les comparaisons

Dividendes

3.2%
Rendement actuel des dividendes
82%
Ratio de distribution

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/26 16:25
Cours de l'action en fin de journée2026/06/26 00:00
Les revenus2025/12/31
Revenus annuels2025/06/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Monadelphous Group Limited est couverte par 27 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Megan Kirby-LewisBarrenjoey Markets Pty Limited
Joseph HouseBell Potter
Shaurya VisenBofA Global Research