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Monadelphous Group LimitedASX:MND Rapporto sulle azioni

Cap. di mercato AU$3.1b
Prezzo delle azioni
AU$31.06
AU$37
16.1% sottovalutato sconto intrinseco
1Y80.1%
7D3.4%
1D
Valore del portafoglio
Vista

Monadelphous Group Limited

Report azionario ASX:MND

Capitalizzazione di mercato: AU$3.1b

Monadelphous Group (MND) Panoramica del titolo

Monadelphous Group Limited, gruppo ingegneristico, fornisce servizi di costruzione, manutenzione e industriali ai settori delle risorse, dell'energia e delle infrastrutture in Australia, Cina, Mongolia, Papua Nuova Guinea, Cina, Vietnam, Filippine e a livello internazionale. Maggiori dettagli

MND analisi fondamentale
Punteggio fiocco di neve
Valutazione1/6
Crescita futura2/6
Prestazioni passate5/6
Salute finanziaria5/6
Dividendi4/6

MND Community Fair Values

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

Concorrenti di Monadelphous Group Limited

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Monadelphous Group
Prezzi storici delle azioni
Prezzo attuale dell'azioneAU$31.06
Massimo di 52 settimaneAU$36.88
Minimo di 52 settimaneAU$16.89
Beta0.53
Variazione di 1 mese11.09%
Variazione a 3 mesi-4.17%
Variazione di 1 anno80.06%
Variazione a 3 anni157.76%
Variazione a 5 anni203.02%
Variazione dall'IPO34,411.11%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).

Recent updates

Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Oct 07

Are Investors Undervaluing Monadelphous Group Limited (ASX:MND) By 26%?

Today we will run through one way of estimating the intrinsic value of Monadelphous Group Limited ( ASX:MND ) by...

Rendimenti per gli azionisti

MNDAU ConstructionAU Mercato
7D3.4%4.3%1.0%
1Y80.1%50.4%3.1%

Ritorno vs Industria: MND ha superato il Australian Construction che ha restituito 50.4 % nell'ultimo anno.

Rendimento vs Mercato: MND ha superato il mercato Australian che ha restituito 3.1 % nell'ultimo anno.

Volatilità dei prezzi

Is MND's price volatile compared to industry and market?
MND volatility
MND Average Weekly Movement4.4%
Construction Industry Average Movement6.1%
Market Average Movement10.3%
10% most volatile stocks in AU Market17.4%
10% least volatile stocks in AU Market4.2%

Prezzo delle azioni stabile: MND non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Australian.

Volatilità nel tempo: La volatilità settimanale ( 4% ) di MND è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19728,389Zoran Bebicwww.monadelphous.com.au

Monadelphous Group Limited, gruppo ingegneristico, fornisce servizi di costruzione, manutenzione e industriali ai settori delle risorse, dell'energia e delle infrastrutture in Australia, Cina, Mongolia, Papua Nuova Guinea, Cina, Vietnam, Filippine e a livello internazionale. Opera attraverso due segmenti: costruzioni ingegneristiche e servizi industriali e di manutenzione. L'azienda offre servizi di fabbricazione, modularizzazione, preassemblaggio fuori sede, approvvigionamento e installazione di acciaio strutturale, serbatoi, attrezzature meccaniche e di processo, tubazioni, demolizione e opere di bonifica; servizi di costruzione multidisciplinari; messa in funzione di impianti; servizi elettrici e di strumentazione; servizi di ingegneria, approvvigionamento e costruzione; servizi di manutenzione di processo e non; servizi di front-end scoping, pianificazione, gestione ed esecuzione degli arresti.

Monadelphous Group Limited Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Monadelphous Group con la sua capitalizzazione di mercato?
MND statistiche fondamentali
Capitalizzazione di mercatoAU$3.11b
Utili (TTM)AU$106.09m
Ricavi(TTM)AU$2.58b
29.3x
Rapporto P/E
1.2x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
MND Conto economico (TTM)
RicaviAU$2.58b
Costo del fatturatoAU$2.38b
Profitto lordoAU$195.99m
Altre speseAU$89.90m
UtiliAU$106.09m

Ultimi utili riportati

Dec 31, 2025

Prossima data di guadagno

Aug 25, 2026

Utile per azione (EPS)1.06
Margine lordo7.60%
Margine di profitto netto4.12%
Rapporto debito/patrimonio netto0.8%

Come si è comportato MND nel lungo periodo?

Vedi performance storica e confronto

Dividendi

3.2%
Rendimento attuale del dividendo
82%
Rapporto di remunerazione

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/30 13:51
Prezzo dell'azione a fine giornata2026/05/29 00:00
Utili2025/12/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Monadelphous Group Limited è coperta da 28 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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