oOh!media (OML) Panoramica del titolo
oOh!media Limited opera nel settore dei media all'aperto, della produzione e della pubblicità in Australia e Nuova Zelanda. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
OML Community Fair Values
Create NarrativeSee what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
AU$1.9
FV
25.5% sottovalutato sconto intrinseco14.85%
Revenue growth p.a.
45
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1users have commented on this narrative
2users have followed this narrative
Concorrenti di oOh!media Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | AU$1.42 |
| Massimo di 52 settimane | AU$1.83 |
| Minimo di 52 settimane | AU$0.84 |
| Beta | 0.92 |
| Variazione di 1 mese | 14.11% |
| Variazione a 3 mesi | 49.74% |
| Variazione di 1 anno | -19.14% |
| Variazione a 3 anni | 13.20% |
| Variazione a 5 anni | -13.72% |
| Variazione dall'IPO | -25.53% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 24
OML: Competing Takeover Offers Will Anchor A Measured Outlook
Analysts have adjusted their valuation view on oOh!media, with a slightly lower discount rate and a marginally reduced future P/E assumption. This has led to a modest change in the A$ fair value narrative, while the core A$1.58 target remains unchanged.
Nuova narrazione • 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$850 million Investment Thesis - The Market is pricing OML below current bid floor oOh!media is a leading Australian out-of-home advertiser, commanding ~35% market share of out-of-home advertising in Australia. The key investment thesis is simple: multiple private equity firms are now competing for the business, which increases the chance of a binding deal much higher than the current share price.Aggiornamento della narrazione • Jun 05
OML: Competing Takeover Interest Will Support Future Upside Potential
Analysts have lifted their A$ 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$1.40 per share, subject to due diligence, board support, a scheme implementation deed and regulatory approvals.Recent updates
Aggiornamento della narrazione • Jun 24
OML: Competing Takeover Offers Will Anchor A Measured Outlook
Analysts have adjusted their valuation view on oOh!media, with a slightly lower discount rate and a marginally reduced future P/E assumption. This has led to a modest change in the A$ fair value narrative, while the core A$1.58 target remains unchanged.Nuova narrazione • 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$850 million Investment Thesis - The Market is pricing OML below current bid floor oOh!media is a leading Australian out-of-home advertiser, commanding ~35% market share of out-of-home advertising in Australia. The key investment thesis is simple: multiple private equity firms are now competing for the business, which increases the chance of a binding deal much higher than the current share price.Aggiornamento della narrazione • Jun 05
OML: Competing Takeover Interest Will Support Future Upside Potential
Analysts have lifted their A$ 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Rendimenti per gli azionisti
| OML | AU Media | AU Mercato | |
|---|---|---|---|
| 7D | -3.1% | -0.4% | -0.2% |
| 1Y | -19.1% | -33.1% | 1.0% |
Ritorno vs Industria: OML ha superato il Australian Media che ha restituito -33.1 % nell'ultimo anno.
Rendimento vs Mercato: OML ha avuto una performance inferiore al mercato Australian che ha registrato un rendimento 1 % nell'ultimo anno.
Volatilità dei prezzi
| OML volatility | |
|---|---|
| OML Average Weekly Movement | 11.1% |
| Media Industry Average Movement | 10.3% |
| Market Average Movement | 9.6% |
| 10% most volatile stocks in AU Market | 17.0% |
| 10% least volatile stocks in AU Market | 4.0% |
Prezzo delle azioni stabile: OML non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Australian.
Volatilità nel tempo: La volatilità settimanale ( 11% ) di OML è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1989 | n/a | James Taylor | oohmedia.com.au |
oOh media Limited opera nel settore dei media, della produzione e della pubblicità all'aperto in Australia e Nuova Zelanda. Offre schermi stradali digitali e classici di grande formato; insegne digitali e classiche di grande e piccolo formato situate in aree di vendita al dettaglio, come centri commerciali, terminali aeroportuali, lounge e in volo; insegne digitali e classiche per l'arredo urbano; pubblicità digitale e classica nei corridoi del trasporto pubblico, compreso quello ferroviario; e insegne digitali e classiche in ambienti ad alto tempo di permanenza, come università ed edifici per uffici.
oOh!media Limited Riepilogo dei fondamenti
| OML statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | AU$687.88m |
| Utili (TTM) | AU$16.91m |
| Ricavi(TTM) | AU$691.37m |
40.7x
Rapporto P/E1.0x
Rapporto P/SOML è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| OML Conto economico (TTM) | |
|---|---|
| Ricavi | AU$691.37m |
| Costo del fatturato | AU$215.72m |
| Profitto lordo | AU$475.65m |
| Altre spese | AU$458.74m |
| Utili | AU$16.91m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.035 |
| Margine lordo | 68.80% |
| Margine di profitto netto | 2.45% |
| Rapporto debito/patrimonio netto | 17.9% |
Come si è comportato OML nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.4%
Rendimento attuale del dividendo198%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/03 18:47 |
| Prezzo dell'azione a fine giornata | 2026/07/03 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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
oOh!media Limited è coperta da 13 analisti. 7 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.
| Analista | Istituzione |
|---|---|
| Conor O’Prey | Canaccord Genuity |
| Scott Hudson | CLSA |
| Entcho Raykovski | Deutsche Bank |