oOh!media (OML) Aperçu de l'action
oOh!media Limited exerce des activités dans le domaine des médias extérieurs, de la production et de la publicité en Australie et en Nouvelle-Zélande. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 3/6 |
| Performances passées | 1/6 |
| Santé financière | 3/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
OML Community Fair Values
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Analyst Price Targets
Top Community Narratives
AU$1.9
FV
16.8% sous-évalué décote intrinsèque14.85%
Revenue growth p.a.
73
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oOh!media Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | AU$1.58 |
| Plus haut sur 52 semaines | AU$1.83 |
| Plus bas sur 52 semaines | AU$0.84 |
| Bêta | 0.92 |
| Variation sur 1 mois | 8.59% |
| Variation sur 3 mois | 68.98% |
| Variation sur 1 an | -9.71% |
| Variation sur 3 ans | 16.61% |
| Variation sur 5 ans | -2.77% |
| Évolution depuis l'introduction en bourse | -16.84% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 24
OML: Competing Takeover Offers Will Anchor A Measured Outlook
Analysts have adjusted their valuation view on oOh!media, with a slightly lower discount rate and a marginally reduced future P/E assumption. This has led to a modest change in the A$ fair value narrative, while the core A$1.58 target remains unchanged.
Nouveau récit • Jun 24
oOh! Media Limited: Contested Takeover Creates an Asymmetric Upside
oOh!media Limited (ASX: OML) Current Share Price: ~A$1.35, Market Cap: ~A$670 million Highest Takeover Bid Price: A$1.6, Implied Market Cap: ~A$850 million Investment Thesis - The Market is pricing OML below current bid floor oOh!media is a leading Australian out-of-home advertiser, commanding ~35% market share of out-of-home advertising in Australia. The key investment thesis is simple: multiple private equity firms are now competing for the business, which increases the chance of a binding deal much higher than the current share price.Mise à jour du récit • Jun 05
OML: Competing Takeover Interest Will Support Future Upside Potential
Analysts have lifted their A$ fair value estimate for oOh!media from about A$1.49 to around A$1.58, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the revised price target. What's in the News Pacific Equity Partners (PEP) made an unsolicited, non binding indicative proposal on April 29, 2026 to acquire oOh!media for approximately A$750 million, or A$1.40 per share, subject to due diligence, board support, a scheme implementation deed and regulatory approvals.Recent updates
Mise à jour du récit • Jun 24
OML: Competing Takeover Offers Will Anchor A Measured Outlook
Analysts have adjusted their valuation view on oOh!media, with a slightly lower discount rate and a marginally reduced future P/E assumption. This has led to a modest change in the A$ fair value narrative, while the core A$1.58 target remains unchanged.Nouveau récit • Jun 24
oOh! Media Limited: Contested Takeover Creates an Asymmetric Upside
oOh!media Limited (ASX: OML) Current Share Price: ~A$1.35, Market Cap: ~A$670 million Highest Takeover Bid Price: A$1.6, Implied Market Cap: ~A$850 million Investment Thesis - The Market is pricing OML below current bid floor oOh!media is a leading Australian out-of-home advertiser, commanding ~35% market share of out-of-home advertising in Australia. The key investment thesis is simple: multiple private equity firms are now competing for the business, which increases the chance of a binding deal much higher than the current share price.Mise à jour du récit • Jun 05
OML: Competing Takeover Interest Will Support Future Upside Potential
Analysts have lifted their A$ fair value estimate for oOh!media from about A$1.49 to around A$1.58, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the revised price target. What's in the News Pacific Equity Partners (PEP) made an unsolicited, non binding indicative proposal on April 29, 2026 to acquire oOh!media for approximately A$750 million, or A$1.40 per share, subject to due diligence, board support, a scheme implementation deed and regulatory approvals.Mise à jour du récit • Apr 26
OML: Buyback And Fully Franked Dividend Will Support Future Upside Potential
Analysts have kept their A$1.49 price target for oOh!media unchanged, citing broadly consistent assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E. Taken together, these factors support a steady view of the company’s prospects.Mise à jour du récit • Apr 08
OML: Share Buyback And Fully Franked Dividend Will Support Future Upside Potential
Analysts have adjusted their valuation framework for oOh!media, with the implied fair value holding steady at A$1.49 per share as changes to the discount rate, revenue growth, profit margin and future P/E assumptions offset each other overall. What's in the News The Board of Directors authorized a share buyback plan for oOh!media Limited on 26 February 2026, indicating approval for capital management via repurchases (Key Developments).Mise à jour du récit • Mar 25
OML: Share Buyback And Dividend Policy Will Support Future Upside Potential
Analysts have kept their A$1.49 price target on oOh!media steady, citing relatively unchanged assumptions around revenue growth, profit margins, discount rate and future P/E as the basis for maintaining their view. What's in the News Share repurchase program announced, with plans to buy back up to 53,878,128 shares, equal to 10% of issued capital, funded from existing cash and committed debt facilities, with the program running until March 11, 2027 (Key Developments).Mise à jour du récit • Mar 09
OML: Share Buyback And Dividend Will Support Future Upside Potential
Analysts have maintained their A$1.49 fair value estimate for oOh!media, with a slightly higher discount rate and modestly adjusted future P/E assumptions shaping this updated price target view. What's in the News On 26 February 2026, the Board authorizes a share buyback plan, setting the framework for repurchases over a defined period (Key Developments).Mise à jour du récit • Feb 23
OML: Higher Required Returns And Upcoming Dividend Will Support Future Upside
The analyst price target for oOh!media has shifted from A$1.66 to A$1.49, with analysts pointing to updated assumptions for discount rates, revenue growth, profit margins and the future P/E as the key drivers of this adjustment. What's in the News The Board of oOh!media has declared a fully franked dividend of A$0.040 per ordinary share for the six months ended 31 December 2025, providing cash returns to shareholders for that period (Key Developments).Mise à jour du récit • Feb 09
OML: Stable Cash Flow Assumptions And Higher Required Returns Will Support Upside
Analysts have raised their price target on oOh!media to A$1.66 per share. The change primarily reflects updated model assumptions, including a slightly higher discount rate and revised P/E outlook, rather than any alteration in projected revenue growth or profit margins.Mise à jour du récit • Jan 25
OML: Steady Growth Assumptions And Higher Required Returns Will Support Future Upside
Analysts have slightly reduced their price target for oOh!media, reflecting a modestly higher discount rate and a small adjustment to projected profit margins and future P/E, while keeping their assessed fair value at A$1.66 per share. Valuation Changes Fair Value: Unchanged at A$1.66 per share, with no adjustment to the central valuation estimate.Mise à jour du récit • Jan 11
OML: Higher Required Returns And P/E Repricing Will Support Future Upside Potential
Analysts have lifted their price target for oOh!media to A$1.66 from A$1.63, reflecting refreshed assumptions around discount rates, revenue growth, profit margins, and a slightly higher future P/E multiple. Valuation Changes Fair Value: updated to A$1.66 from A$1.63, a small upward adjustment in the assessed price target.Mise à jour du récit • Dec 21
OML: Stable Margins And Modest Repricing Will Support Future Upside Potential
Analysts have modestly increased their price target on oOh!media to reflect slightly higher discount rate and profitability assumptions, resulting in a small uplift in the implied equity valuation in Australian dollars. Valuation Changes Discount Rate increased slightly from 7.90 percent to approximately 7.97 percent, implying a marginally higher required return on equity.Mise à jour du récit • Dec 06
OML: Lower Discount Rate Will Support Upside As Margins Hold Steady
Narrative Update Analysts have slightly increased their price target on oOh!media by refining their discount rate assumptions and forward earnings multiple. This has resulted in a modest uplift in fair value toward approximately A$1.63 per share.Mise à jour du récit • Nov 22
OML: Revenue Outlook Will Present Opportunity As Margins Stabilize
Narrative Update on oOh!media: Analyst Price Target Revision Analysts have revised their price target for oOh!media downward from $1.88 to $1.63, citing expectations of slower revenue growth and slimmer profit margins in the period ahead. Valuation Changes Fair Value Estimate has decreased from A$1.88 to A$1.63.Article d’analyse • Mar 02
We Think oOh!media's (ASX:OML) Healthy Earnings Might Be Conservative
Investors signalled that they were pleased with oOh!media Limited's ( ASX:OML ) most recent earnings report. This...Article d’analyse • Feb 28
Investors Appear Satisfied With oOh!media Limited's (ASX:OML) Prospects As Shares Rocket 35%
oOh!media Limited ( ASX:OML ) shareholders would be excited to see that the share price has had a great month, posting...Article d’analyse • Feb 27
oOh!media Limited (ASX:OML) Released Earnings Last Week And Analysts Lifted Their Price Target To AU$1.72
It's been a pretty great week for oOh!media Limited ( ASX:OML ) shareholders, with its shares surging 19% to AU$1.54 in...
Nouveau récit • Feb 25
Partnerships With Petbarn, Officeworks, And Australia Post Will Unlock New Revenue Streams
Structural growth in Out of Home advertising and new partnerships are expected to drive oOh!media's revenue growth and unlock new streams.Article d’analyse • Feb 11
What Does oOh!media Limited's (ASX:OML) Share Price Indicate?
oOh!media Limited ( ASX:OML ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...Article d’analyse • Aug 21
oOh!media Limited (ASX:OML) Just Reported Earnings, And Analysts Cut Their Target Price
oOh!media Limited ( ASX:OML ) shareholders are probably feeling a little disappointed, since its shares fell 8.6% to...Article d’analyse • May 27
Is oOh!media (ASX:OML) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Article d’analyse • Mar 24
Are Investors Undervaluing oOh!media Limited (ASX:OML) By 34%?
Today we will run through one way of estimating the intrinsic value of oOh!media Limited ( ASX:OML ) by taking the...Article d’analyse • Dec 01
Is There An Opportunity With oOh!media Limited's (ASX:OML) 28% Undervaluation?
Does the December share price for oOh!media Limited ( ASX:OML ) reflect what it's really worth? Today, we will estimate...Article d’analyse • Sep 23
Is oOh!media (ASX:OML) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Rendement pour les actionnaires
| OML | AU Media | AU Marché | |
|---|---|---|---|
| 7D | 2.3% | 0.3% | -0.2% |
| 1Y | -9.7% | -31.6% | 0.4% |
Rendement vs Industrie: OML a dépassé le secteur Australian Media qui a rapporté -31.6 % au cours de l'année écoulée.
Rendement vs marché: OML a sous-performé le marché Australian qui a rapporté 0.4 % au cours de l'année écoulée.
Volatilité des prix
| OML volatility | |
|---|---|
| OML Average Weekly Movement | 11.0% |
| Media Industry Average Movement | 9.7% |
| Market Average Movement | 9.5% |
| 10% most volatile stocks in AU Market | 16.4% |
| 10% least volatile stocks in AU Market | 3.8% |
Cours de l'action stable: OML 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 OML ( 11% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1989 | n/a | James Taylor | oohmedia.com.au |
oOh media Limited exerce des activités dans le domaine des médias extérieurs, de la production et de la publicité en Australie et en Nouvelle-Zélande. Elle propose des écrans routiers numériques et classiques de grand format ; des panneaux numériques et classiques de grand et petit format situés dans les zones de vente au détail, telles que les centres commerciaux, les terminaux d'aéroports, les salons et les vols ; des panneaux de mobilier urbain numériques et classiques ; de la publicité numérique et classique dans les couloirs de transport public, y compris ferroviaire ; et des panneaux numériques et classiques dans les environnements à forte fréquentation, tels que les universités et les immeubles de bureaux.
oOh!media Limited Résumé des fondamentaux
| OML statistiques fondamentales | |
|---|---|
| Capitalisation boursière | AU$768.10m |
| Bénéfices(TTM) | AU$16.91m |
| Recettes(TTM) | AU$691.37m |
45.4x
Ratio P/E1.1x
Ratio P/SLe site OML est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| OML compte de résultat (TTM) | |
|---|---|
| Recettes | AU$691.37m |
| Coût des recettes | AU$215.72m |
| Marge brute | AU$475.65m |
| Autres dépenses | AU$458.74m |
| Les revenus | AU$16.91m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.035 |
| Marge brute | 68.80% |
| Marge bénéficiaire nette | 2.45% |
| Ratio dettes/capitaux propres | 17.9% |
Quelles ont été les performances à long terme de OML?
Voir les performances historiques et les comparaisonsDividendes
4.0%
Rendement actuel des dividendes198%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/22 18:49 |
| Cours de l'action en fin de journée | 2026/07/22 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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
oOh!media Limited est couverte par 13 analystes. 7 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.
| Analyste | Institution |
|---|---|
| Conor O’Prey | Canaccord Genuity |
| Scott Hudson | CLSA |
| Entcho Raykovski | Deutsche Bank |