Tabcorp Holdings Limited

ASX:TAH Rapport sur les actions

Capitalisation boursière : AU$2.0b

Tabcorp Holdings Croissance future

Future contrôle des critères 3/6

Tabcorp Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 20.9% et de 3.1% par an respectivement. Le BPA devrait croître de de 20.7% par an. Le rendement des capitaux propres devrait être 8.4% dans 3 ans.

Informations clés

20.9%

Taux de croissance des bénéfices

20.75%

Taux de croissance du BPA

Hospitality croissance des bénéfices12.7%
Taux de croissance des recettes3.1%
Rendement futur des capitaux propres8.42%
Couverture par les analystes

Good

Dernière mise à jour20 Jul 2026

Mises à jour récentes de la croissance future

Article d’analyse Aug 29

AU$0.94 - That's What Analysts Think Tabcorp Holdings Limited (ASX:TAH) Is Worth After These Results

Shareholders will be ecstatic, with their stake up 40% over the past week following Tabcorp Holdings Limited 's...

Recent updates

Nouveau récit May 26

Next Generation Retail And Live Wagering Will Transform Long Term Earnings Power

Catalysts About Tabcorp Holdings Tabcorp Holdings operates wagering, media and gaming services with a focus on omnichannel betting and racing and sports entertainment across Australia. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit May 15

TAH: Future Returns Will Rely On Execution And Rising Interim Dividend Payout

The analyst price target for Tabcorp Holdings has shifted from A$1.12 to A$1.03. Analysts attribute this change to updated fair value estimates, a slightly higher discount rate, and modest adjustments to revenue growth, profit margin, and future P/E assumptions.
Nouveau récit May 09

Omnichannel And National Tote Execution Will Shape Future Margins And Business Stability

Catalysts About Tabcorp Holdings Tabcorp Holdings operates wagering, media and integrity services businesses across Australia, with a focus on omnichannel betting and racing and sports entertainment. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Apr 27

TAH: Future Returns Will Rely On Execution And Higher Interim Dividend

Analysts have kept the price target for Tabcorp Holdings steady around A$1.12, citing only marginal model adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their valuation view. What's in the News Announced an interim unfranked dividend of A$0.015 per share for the first half ended 31 December 2025, compared with the prior corresponding period interim unfranked dividend of A$0.01 per share (Key Developments).
Mise à jour du récit Apr 11

TAH: Future Returns Will Depend On Execution And Dividend Delivery After Downgrade

Analysts have trimmed their 12 month price target on Tabcorp Holdings to A$1.12. The shift reflects a slightly higher discount rate and a modestly adjusted future P/E assumption following recent research updates, including a downgrade at a major broker.
Mise à jour du récit Mar 27

TAH: Future Returns Will Rely On Execution After Morgan Stanley Downgrade

Narrative Update on Tabcorp Holdings Analysts have trimmed their price expectations for Tabcorp Holdings to A$1.12, reflecting updated assumptions for discount rates, long term revenue growth, profit margins and future P/E multiples following recent research that included a downgrade at a major investment bank. Analyst Commentary Recent research, including the downgrade titled "Tabcorp just downgraded at Morgan Stanley, here's why," highlights a mix of optimism and caution around Tabcorp Holdings, with a particular focus on how updated assumptions feed into the A$1.12 price expectation.
Mise à jour du récit Mar 12

TAH: Future Returns Will Rely On Execution To Unlock Earnings Re Rating

Analysts have lifted their Tabcorp Holdings price target from A$1.06 to A$1.12, citing updated assumptions for revenue growth, profit margins and future P/E multiples, even as some recent research, including a Morgan Stanley downgrade, reflects more cautious sentiment around the stock. Analyst Commentary Recent research around Tabcorp Holdings points to a mixed view, with some analysts revisiting their assumptions on growth, profitability and the multiples they are prepared to pay for the stock.
Mise à jour du récit Feb 25

TAH: Future Returns Will Depend On Execution And Sustaining Earnings Quality

Analysts have raised their fair value estimate for Tabcorp Holdings to A$1.06 from A$1.02, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations following recent research, including a downgrade from Morgan Stanley. Analyst Commentary Analysts are split on Tabcorp Holdings at the current A$1.06 fair value estimate, with some focusing on potential upside if execution improves and others highlighting risks that could limit re-rating potential.
Mise à jour du récit Feb 03

TAH: Future Upside Will Rely On Executing Cost Discipline And Margin Control

Analysts have trimmed their price target on Tabcorp Holdings to about A$1.02 per share, reflecting slightly higher discount rate assumptions and modestly softer expectations for revenue growth and profitability following recent research updates. Analyst Commentary Recent research takes on Tabcorp highlight a mix of optimism around execution improvements and caution on what that means for valuation at around A$1.02 per share.
Mise à jour du récit Jan 20

TAH: Fair Outlook Will Rely On Modest Margin And Risk Adjustments

Analysts have raised their price target on Tabcorp Holdings from A$0.97 to A$1.02. This change reflects updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E expectations.
Article d’analyse Jan 06

Tabcorp Holdings Limited's (ASX:TAH) Price Is Right But Growth Is Lacking

Tabcorp Holdings Limited's ( ASX:TAH ) price-to-sales (or "P/S") ratio of 0.8x may look like a pretty appealing...
Article d’analyse Oct 29

Is Tabcorp Holdings Limited (ASX:TAH) Trading At A 29% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tabcorp Holdings fair value estimate is AU$1.47 Tabcorp...
Article d’analyse Sep 20

Further Upside For Tabcorp Holdings Limited (ASX:TAH) Shares Could Introduce Price Risks After 36% Bounce

Tabcorp Holdings Limited ( ASX:TAH ) shareholders have had their patience rewarded with a 36% share price jump in the...
Article d’analyse Sep 19

Here's Why Tabcorp Holdings (ASX:TAH) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Nouveau récit Aug 31

Digital Transformation And Regulatory Reforms Will Unlock Long-Term Market Opportunities

Key Takeaways Digital upgrades, media integration, and tech-driven customer offerings are set to boost online engagement, revenue streams, and overall operating margins. National tote rollout and regulatory reforms provide operational flexibility, broader market reach, and cost synergies for long-term earnings growth.
Article d’analyse Aug 29

AU$0.94 - That's What Analysts Think Tabcorp Holdings Limited (ASX:TAH) Is Worth After These Results

Shareholders will be ecstatic, with their stake up 40% over the past week following Tabcorp Holdings Limited 's...
Article d’analyse Aug 06

Tabcorp Holdings Limited (ASX:TAH) Might Not Be As Mispriced As It Looks

ASX:TAH 1 Year Share Price vs Fair Value Explore Tabcorp Holdings's Fair Values from the Community and select yours You...
Article d’analyse May 07

Further Upside For Tabcorp Holdings Limited (ASX:TAH) Shares Could Introduce Price Risks After 25% Bounce

Tabcorp Holdings Limited ( ASX:TAH ) shareholders are no doubt pleased to see that the share price has bounced 25% in...
Article d’analyse Mar 24

Is Tabcorp Holdings Limited (ASX:TAH) Worth AU$0.6 Based On Its Intrinsic Value?

Key Insights The projected fair value for Tabcorp Holdings is AU$0.49 based on 2 Stage Free Cash Flow to Equity Current...
Article d’analyse Dec 13

Is Tabcorp Holdings (ASX:TAH) Using Debt In A Risky Way?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Aug 28

Benign Growth For Tabcorp Holdings Limited (ASX:TAH) Underpins Stock's 28% Plummet

Tabcorp Holdings Limited ( ASX:TAH ) shareholders that were waiting for something to happen have been dealt a blow with...
Article d’analyse Jun 14

Lacklustre Performance Is Driving Tabcorp Holdings Limited's (ASX:TAH) Low P/S

When close to half the companies operating in the Hospitality industry in Australia have price-to-sales ratios (or...
Article d’analyse May 24

Tabcorp Holdings (ASX:TAH) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Mar 22

Calculating The Fair Value Of Tabcorp Holdings Limited (ASX:TAH)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tabcorp Holdings fair value estimate is AU$0.90 With AU$0.76...
Article d’analyse Jan 20

Benign Growth For Tabcorp Holdings Limited (ASX:TAH) Underpins Its Share Price

When you see that almost half of the companies in the Hospitality industry in Australia have price-to-sales ratios (or...
Article d’analyse Dec 15

Tabcorp Holdings Limited (ASX:TAH) Shares Could Be 26% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Tabcorp Holdings is AU$1.00 based on 2 Stage Free Cash Flow to Equity Current...
Article d’analyse Nov 17

What Is Tabcorp Holdings Limited's (ASX:TAH) Share Price Doing?

Tabcorp Holdings Limited ( ASX:TAH ), is not the largest company out there, but it saw significant share price movement...
Article d’analyse Sep 29

Is Tabcorp Holdings (ASX:TAH) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Article d’analyse Aug 03

A Look At The Fair Value Of Tabcorp Holdings Limited (ASX:TAH)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tabcorp Holdings fair value estimate is AU$1.12 Current share...
Article d’analyse May 29

When Should You Buy Tabcorp Holdings Limited (ASX:TAH)?

While Tabcorp Holdings Limited ( ASX:TAH ) might not be the most widely known stock at the moment, it led the ASX...
Article d’analyse May 05

A Look At The Intrinsic Value Of Tabcorp Holdings Limited (ASX:TAH)

Key Insights Tabcorp Holdings' estimated fair value is AU$0.97 based on 2 Stage Free Cash Flow to Equity Current share...
Article d’analyse Apr 04

We Think Tabcorp Holdings (ASX:TAH) Has A Fair Chunk Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Feb 23

Is Tabcorp Holdings Limited (ASX:TAH) Potentially Undervalued?

Tabcorp Holdings Limited ( ASX:TAH ), might not be a large cap stock, but it saw significant share price movement...
Article d’analyse Jan 06

Estimating The Intrinsic Value Of Tabcorp Holdings Limited (ASX:TAH)

In this article we are going to estimate the intrinsic value of Tabcorp Holdings Limited ( ASX:TAH ) by taking the...
Article d’analyse Nov 30

Does Tabcorp Holdings (ASX:TAH) 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...

Prévisions de croissance des bénéfices et des revenus

ASX:TAH - Estimations futures des analystes et données financières antérieures (AUD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
6/30/20292,9391112613263
6/30/20282,79510125232411
6/30/20272,7358423032512
6/30/20262,6505419628312
12/31/20252,63333207330N/A
9/30/20252,62635248368N/A
6/30/20252,62037289407N/A
3/31/20252,545-330-84351N/A
12/31/20242,470-698-457296N/A
9/30/20242,415-1,029-486271N/A
6/30/20242,360-1,360-515245N/A
12/31/20232,399-622212366N/A
9/30/20232,434-27867242N/A
6/30/20232,47067-78119N/A
12/31/20222,520-42-55178N/A
9/30/20222,451-80240458N/A
6/30/20222,381-118535737N/A
12/31/2021767-370405571N/A
9/30/20211,625-265471645N/A
6/30/20212,482-161538720N/A
3/31/20215,433-307670868N/A
12/31/20205,180-8848031,016N/A
9/30/20205,202-877592844N/A
6/30/20205,224-870381671N/A
3/31/20205,418-245390708N/A
12/31/20195,612381399745N/A
9/30/20195,550376N/A757N/A
6/30/20195,488371N/A770N/A
12/31/20185,209244N/A471N/A
9/30/20184,483198N/A459N/A
6/30/20183,757152N/A448N/A
3/31/20183,09560N/A383N/A
12/31/20172,40018N/A318N/A
9/30/20172,317-1N/A270N/A
6/30/20172,234-21N/A223N/A
3/31/20172,23063N/A270N/A
12/31/20162,225147N/A317N/A
9/30/20162,207158N/A359N/A
6/30/20162,189170N/A401N/A
3/31/20162,185232N/A431N/A
12/31/20152,180294N/A461N/A
9/30/20152,169314N/A430N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de TAH ( 20.9% par an) est supérieure au taux d'épargne ( 3.6% ).

Bénéfices vs marché: Les bénéfices de TAH ( 20.9% par an) devraient croître plus rapidement que le marché Australian ( 11.4% par an).

Croissance élevée des bénéfices: Les bénéfices de TAH devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de TAH ( 3.1% par an) devrait croître plus lentement que le marché de Australian ( 5.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de TAH ( 3.1% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de TAH devrait être faible dans 3 ans ( 8.4 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/22 05:34
Cours de l'action en fin de journée2026/07/22 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 sur la façon d’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

Tabcorp Holdings Limited est couverte par 26 analystes. 12 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
Matthew RyanBarrenjoey Markets Pty Limited
Melinda BaxterBofA Global Research
Andrew HillsCanaccord Genuity Historic (Wilsons Advisory and Stockbroking Ltd.