Computershare Limited

Report azionario ASX:CPU

Capitalizzazione di mercato: AU$18.6b

Computershare Crescita futura

Criteri Future verificati 2/6

Computershare prevede che gli utili e i ricavi cresceranno rispettivamente di 9.7% e 2.1% all'anno. Si prevede che l'EPS crescerà di 9.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 32.9% in 3 anni.

Informazioni chiave

9.7%

Tasso di crescita degli utili

9.62%

Tasso di crescita dell'EPS

Professional Services crescita degli utili12.1%
Tasso di crescita dei ricavi2.1%
Rendimento futuro del capitale proprio32.93%
Copertura analitica

Good

Ultimo aggiornamento18 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • May 09

CPU: Tokenized Equity And Higher EPS Guidance Will Support Bullish Setup

Analysts have slightly adjusted their view on Computershare, with the latest A$ fair value estimate changing from about A$34.63 to about A$34.54 as they factor in updated assumptions on the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Computershare agreed with Securitize to support U.S. listed clients in issuing equity securities in tokenized form, giving issuers a way to bring shares onchain alongside existing structures such as the Direct Registration System, with Computershare acting as transfer agent for Issuer Sponsored Tokens and related corporate actions (Key Developments).
Aggiornamento della narrazione • Apr 24

CPU: Higher EPS Guidance And Dividend Will Support Bullish Setup

Analysts have nudged their Computershare price target slightly lower to around A$34.63 from about A$35.40, reflecting updated views on discount rates, modest revenue growth expectations, profit margin assumptions and future P/E levels. What's in the News Computershare declared an ordinary franked dividend of A$0.55 per share for the six months ended 31 December 2025, with payment expected on 18 March 2026, record date on 18 February 2026, and ex date on 17 February 2026 (Key Developments).
Aggiornamento della narrazione • Apr 09

CPU: Citi Upgrade And Higher EPS Guidance Will Support Bullish Setup

Analysts now see Computershare's fair value at about A$35.40, just below the prior A$35.94 view. The shift is tied to updated assumptions on discount rate, modestly lower revenue growth, slightly softer profit margin and a higher future P/E multiple, alongside recent upgrades and a A$39.60 price target from broader Street research.
Aggiornamento della narrazione • Mar 26

CPU: Citi Upgrade And Dividend And EPS Guidance Will Support Bullish Setup

Analysts have adjusted their fair value estimate for Computershare to A$35.94 per share. They link this change to refined assumptions on discount rates, profit margins, and future P/E, along with recent research upgrades and a new A$39.60 price target from the Street.
Aggiornamento della narrazione • Mar 11

CPU: Citi Upgrade And Dividend Outlook Will Support Bullish Setup

Analysts have inched their fair value estimate for Computershare to about A$35.55 per share, a small adjustment that reflects updated discount rate and future P/E assumptions, along with recent Street research support, including the new A$39.60 price target from Citi. Analyst Commentary Recent commentary from bullish analysts has become more positive, with an upgraded rating and a formal A$39.60 price target helping anchor expectations around Computershare’s potential valuation range.
Aggiornamento della narrazione • Feb 25

CPU: Citi Upgrade And Raised FY26 Outlook Will Support Bullish Setup

Analysts have trimmed their fair value estimate for Computershare to A$35.79 from A$35.97, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E, as well as recent Street research, including Citi's upgrade of the stock with an A$39.60 price target. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent upgrade to a Buy rating as support for a more constructive view on Computershare’s ability to execute against earnings expectations, even with more conservative assumptions now embedded in the fair value model.
Aggiornamento della narrazione • Feb 11

CPU: AGM Trends And New Buy Ratings Will Support Bullish FY26 Setup

Analysts have increased their A$ price targets on Computershare to around A$40, up from the mid A$30s, citing recent upgrades and confidence following the company’s Annual General Meeting update. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to the AGM update as confirmation that recent business trends are tracking in line with their expectations for early 2026, which they see as supportive for the current A$39.60 to A$40 price target range.
Aggiornamento della narrazione • Jan 27

CPU: AGM Update And New Buy Ratings Will Support Balanced FY26 Outlook

Narrative Update The updated analyst price target for Computershare has shifted from about A$37.40 to about A$36.40. Analysts attribute the change to modest adjustments in fair value, discount rate and growth assumptions, along with recent upgrades to Buy from Citi and Goldman Sachs that were supported by the company’s AGM update.
Aggiornamento della narrazione • Jan 12

CPU: FY26 Delivery Confidence And AGM Update Support Balanced Outlook

Analysts have lifted their fair value estimate for Computershare to A$37.40 from A$37.26, citing the recent AGM update that supported their assumptions on discount rate, modest revenue growth, profit margin and future P/E, and contributed to an upgrade in the consensus view following a higher A$40 price target from recent Street research. Analyst Commentary Recent commentary around Computershare has focused on how the AGM update lines up with existing expectations on revenue growth, margins and the P/E that analysts are using in their models.
Articolo di analisi • Jan 05

Computershare Limited's (ASX:CPU) Intrinsic Value Is Potentially 36% Above Its Share Price

Key Insights The projected fair value for Computershare is AU$46.33 based on 2 Stage Free Cash Flow to Equity...
Aggiornamento della narrazione • Dec 26

CPU Outlook Will Weigh FY26 Delivery Confidence Against Modest FX And Rate Headwinds

Analysts have nudged their average price target on Computershare slightly lower, trimming fair value by about A$0.26 to roughly A$37.26, as modestly higher discount rate assumptions offset confidence in management's FY26 guidance and recent broker upgrades. Analyst Commentary Street research has turned incrementally more constructive on Computershare, with several recent rating upgrades highlighting a better balance of risk and reward into FY26, even as some targets edge lower on FX and discount rate adjustments.
Articolo di analisi • Dec 20

Unpleasant Surprises Could Be In Store For Computershare Limited's (ASX:CPU) Shares

It's not a stretch to say that Computershare Limited's ( ASX:CPU ) price-to-earnings (or "P/E") ratio of 21.7x right...
Aggiornamento della narrazione • Dec 11

CPU Outlook Will Balance FY26 Guidance Delivery Against Persistent FX Headwinds

Analysts have nudged their average price target for Computershare slightly higher, with upward revisions to A$40.00 and A$36.50 helping support a modest increase in the implied valuation as confidence grows that the company can deliver on its FY26 guidance despite minor FX headwinds. Analyst Commentary Recent rating and target price changes reflect a more constructive stance on Computershare, with multiple upgrades signaling growing conviction that FY26 earnings guidance is attainable and already partially embedded in valuation.
Aggiornamento della narrazione • Nov 27

CPU: Outlook Will Weigh Management Guidance Progress Against Ongoing Currency Headwinds

Analysts have marginally lowered their fair value estimate for Computershare to A$38.25 from A$38.28, citing mixed signals in revenue growth and profit margin. They remain encouraged by recent management updates and upgraded outlooks.
Aggiornamento della narrazione • Nov 11

CPU: Earnings Outlook Will Balance Revenue Confidence And Currency Risks

Analysts have modestly raised their fair value estimate for Computershare, increasing the price target from A$38.21 to A$38.28. This adjustment is based on improved revenue growth indicators and confidence in management's future guidance, despite minor changes to the discount rate and profit margin assumptions.
Aggiornamento della narrazione • Oct 28

Upcoming Technology Implementation And Margin Improvement Will Drive Stronger Fiscal 2026 Results

Analysts have lowered their average price target for Computershare from A$38.24 to A$38.21, citing factors including slightly reduced revenue growth expectations and modestly improved profit margin outlooks. They maintain a view that fiscal 2026 earnings guidance appears achievable.
Articolo di analisi • Oct 16

Here's Why We Think Computershare (ASX:CPU) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Aggiornamento della narrazione • Oct 10

Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies

Analysts have marginally lowered their average price target for Computershare, with updated estimates moving from approximately A$38.67 to A$38.24. This reflects cautious optimism about the company’s financial outlook given current revenue indicators and manageable currency impacts.
Articolo di analisi • Oct 03

Why The 21% Return On Capital At Computershare (ASX:CPU) Should Have Your Attention

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...
Aggiornamento della narrazione • Sep 26

Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies

Despite a slight decline in consensus revenue growth forecasts, steady valuation metrics have resulted in the Analyst Price Target for Computershare edging up marginally from A$38.24 to A$38.67. What's in the News Computershare Limited announced an ordinary dividend of AUD 0.48 per share for the six months ended June 30, 2025.
Articolo di analisi • Sep 19

Some Shareholders Feeling Restless Over Computershare Limited's (ASX:CPU) P/E Ratio

With a price-to-earnings (or "P/E") ratio of 23.7x Computershare Limited ( ASX:CPU ) may be sending bearish signals at...
Aggiornamento della narrazione • Sep 11

Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies

The significant increase in Computershare’s future P/E ratio suggests expectations of lower earnings growth or a higher valuation premium, while minimal changes in the price target and discount rate indicate stable analyst sentiment overall, resulting in the consensus price target edging down marginally from A$38.80 to A$38.24. What's in the News Announced ordinary dividend of AUD 0.48 per share for the six months ended June 30, 2025.
Articolo di analisi • Sep 06

Is Computershare (ASX:CPU) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Aggiornamento della narrazione • Aug 27

Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies

The minor upward revision in Computershare's analyst price target to A$38.95 reflects increased forecasts for both future earnings multiples and revenue growth. What's in the News Computershare announced an ordinary dividend of AUD 0.48 per share for the six months ended June 30, 2025.
Articolo di analisi • Aug 14

Computershare's (ASX:CPU) Upcoming Dividend Will Be Larger Than Last Year's

The board of Computershare Limited ( ASX:CPU ) has announced that it will be paying its dividend of $0.48 on the 15th...
Articolo di analisi • Aug 10

A Look At The Intrinsic Value Of Computershare Limited (ASX:CPU)

Key Insights Computershare's estimated fair value is AU$36.68 based on 2 Stage Free Cash Flow to Equity With AU$41.26...
Articolo di analisi • Jun 29

If EPS Growth Is Important To You, Computershare (ASX:CPU) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Articolo di analisi • May 24

Computershare Limited's (ASX:CPU) Share Price Could Signal Some Risk

Computershare Limited's ( ASX:CPU ) price-to-earnings (or "P/E") ratio of 27.4x might make it look like a strong sell...
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Nuova narrazione • Mar 16

Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies

Focus on core businesses and digital investments in Issuer Services may enhance operational efficiencies, boosting earnings and net margins.

Previsioni di crescita degli utili e dei ricavi

ASX:CPU - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/20283,33782176685411
6/30/20273,24175974782412
6/30/20263,21665671678512
12/31/20253,188598772806N/A
9/30/20253,154601776815N/A
6/30/20253,119605780824N/A
12/31/20243,085551691761N/A
9/30/20243,032522650745N/A
6/30/20242,979493610729N/A
12/31/20232,902507683750N/A
9/30/20232,856495586675N/A
6/30/20232,809483488601N/A
3/31/20232,766412363525N/A
12/31/20222,723341238449N/A
9/30/20222,644285312472N/A
6/30/20222,565228386495N/A
3/31/20222,457218387483N/A
12/31/20212,348208388471N/A
9/30/20212,316199277389N/A
6/30/20212,283189165307N/A
3/31/20212,266185233370N/A
12/31/20202,248181300433N/A
9/30/20202,263207349521N/A
6/30/20202,277233397609N/A
3/31/20202,316257307528N/A
12/31/20192,355281217448N/A
9/30/20192,355348N/A367N/A
6/30/20192,355416N/A287N/A
3/31/20192,318402N/A332N/A
12/31/20182,281388N/A378N/A
9/30/20182,285344N/A446N/A
6/30/20182,290300N/A514N/A
3/31/20182,236294N/A496N/A
12/31/20172,183287N/A478N/A
9/30/20172,147277N/A468N/A
6/30/20172,110266N/A458N/A
3/31/20172,099245N/A487N/A
12/31/20162,088223N/A515N/A
9/30/20162,026190N/A410N/A
6/30/20161,964157N/A305N/A
3/31/20161,956190N/A252N/A
12/31/20151,948222N/A199N/A
9/30/20151,960188N/A286N/A
6/30/20151,971154N/A372N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di CPU ( 9.7% all'anno) è superiore al tasso di risparmio ( 3.6% ).

Guadagni vs Mercato: Si prevede che gli utili di CPU ( 9.7% all'anno) cresceranno più lentamente rispetto al mercato Australian ( 12% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CPU cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di CPU ( 2.1% all'anno) crescerà più lentamente rispetto al mercato Australian ( 6.2% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CPU ( 2.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CPU sarà elevato tra 3 anni ( 32.9 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/19 10:00
Prezzo dell'azione a fine giornata2026/05/19 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

Computershare Limited è coperta da 24 analisti. 12 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
Benjamin BrayshawBarrenjoey Markets Pty Limited
Andrew AdamsBarrenjoey Markets Pty Limited
Lafitani SotiriouBell Potter