Transurban Group (TCL) Panoramica del titolo
Il Gruppo Transurban, insieme alle sue controllate, è impegnato nello sviluppo, nell'esercizio, nella gestione e nella manutenzione di reti stradali a pedaggio in Australia e in Nord America. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
TCL Community Fair Values
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Analyst Price Targets
Top Community Narratives
AU$14.25
FV
4.5% sopravvalutato sconto intrinseco7.07%
Revenue growth p.a.
14
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Concorrenti di Transurban Group
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | AU$14.88 |
| Massimo di 52 settimane | AU$15.62 |
| Minimo di 52 settimane | AU$13.25 |
| Beta | 0.51 |
| Variazione di 1 mese | 1.16% |
| Variazione a 3 mesi | 6.29% |
| Variazione di 1 anno | 7.59% |
| Variazione a 3 anni | 5.91% |
| Variazione a 5 anni | 4.42% |
| Variazione dall'IPO | 1,129.55% |
Notizie e aggiornamenti recenti
Nuova narrativa • Jul 25
Is TCL Worth the Toll?
At A$14.245 per share, Transurban Group (ASX: TCL) appears reasonably valued based on its current cash flow and distribution guidance. Transurban generated free cash of 34.8 cents per share during the first half of FY26 and maintained full-year distribution guidance of 69 cents per share.
Aggiornamento narrativa • Jun 24
TCL: Stable Traffic And FY26 Distributions Will Support A Fairly Valued Outlook
Analysts have trimmed their price target on Transurban Group slightly to A$13.96 from A$13.97, citing updated assumptions that point to a modestly lower revenue growth outlook, a marginally higher discount rate, a marginally stronger profit margin, and a slightly lower future P/E ratio. What's in the News Transurban Group shares recently reached a new 52-week high, supported by confidence in stable toll-road income and traffic across Melbourne, Brisbane, Sydney, and North America.Articolo di analisi • Jun 20
Transurban Group (ASX:TCL) Shares Could Be 17% Undervalued After M7 M12 Project Completion
Transurban Group (ASX:TCL) has completed the M7-M12 Integration Project in Western Sydney, opening the M7-M12 Interchange and finishing a major M7 widening that may affect future toll road traffic patterns. See our latest analysis for Transurban Group. Against this project backdrop, Transurban Group’s share price has an A$15.06 latest close, with a 30 day share price return of 5.39% and 90 day share price return of 9.53%. The 1 year total shareholder return of 8.33% sits alongside a 5 year...Recent updates
Nuova narrativa • Jul 25
Is TCL Worth the Toll?
At A$14.245 per share, Transurban Group (ASX: TCL) appears reasonably valued based on its current cash flow and distribution guidance. Transurban generated free cash of 34.8 cents per share during the first half of FY26 and maintained full-year distribution guidance of 69 cents per share.Aggiornamento narrativa • Jun 24
TCL: Stable Traffic And FY26 Distributions Will Support A Fairly Valued Outlook
Analysts have trimmed their price target on Transurban Group slightly to A$13.96 from A$13.97, citing updated assumptions that point to a modestly lower revenue growth outlook, a marginally higher discount rate, a marginally stronger profit margin, and a slightly lower future P/E ratio. What's in the News Transurban Group shares recently reached a new 52-week high, supported by confidence in stable toll-road income and traffic across Melbourne, Brisbane, Sydney, and North America.Articolo di analisi • Jun 20
Transurban Group (ASX:TCL) Shares Could Be 17% Undervalued After M7 M12 Project Completion
Transurban Group (ASX:TCL) has completed the M7-M12 Integration Project in Western Sydney, opening the M7-M12 Interchange and finishing a major M7 widening that may affect future toll road traffic patterns. See our latest analysis for Transurban Group. Against this project backdrop, Transurban Group’s share price has an A$15.06 latest close, with a 30 day share price return of 5.39% and 90 day share price return of 9.53%. The 1 year total shareholder return of 8.33% sits alongside a 5 year...Aggiornamento narrativa • Jun 09
TCL: Steady Traffic Trends And Margins Will Support A Fairly Valued Outlook
Analysts have raised their price target for Transurban Group slightly to A$13.97 from A$13.91, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Transurban reported Average Daily Traffic (ADT) growth of 3.6% for the month ended March 2026, based on its latest traffic update.Aggiornamento narrativa • May 26
TCL: Steady Traffic And Margins Will Support A Fairly Valued Outlook
Analysts have trimmed their price target for Transurban Group slightly to A$13.91 from A$13.94, reflecting modest adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations. What's in the News Reported Average Daily Traffic (ADT) growth of 3.6% for March 2026, based on monthly traffic results.Aggiornamento narrativa • Apr 24
TCL: Traffic Resilience And Higher Margins Will Support A Fairly Valued Outlook
Analysts have slightly reduced their price target for Transurban Group by A$0.05 to A$13.94 as they factor in updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Transurban reported Average Daily Traffic (ADT) growth of 3.6% for March 2026, giving you a recent snapshot of usage across its toll road network (company announcement).Aggiornamento narrativa • Apr 10
TCL: Tunnel Opening And 2025 Distribution Will Support A Fairly Valued Outlook
Analysts have trimmed their price target on Transurban Group from A$14.36 to A$13.99, reflecting adjustments to fair value, discount rate, revenue growth assumptions, profit margin outlook and the future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from A$14.36 to A$13.99.Aggiornamento narrativa • Feb 11
TCL: Tunnel Opening And 2025 Distribution Will Support A Fairly Valued Outlook
Analysts have maintained their A$14.36 price target for Transurban Group, citing a slightly higher discount rate and revenue growth outlook, along with a lower profit margin and a higher assumed future P/E multiple. What's in the News The West Gate Tunnel Project is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative route to the West Gate Bridge and connecting the West Gate Freeway to the Port of Melbourne and CityLink (Key Developments).Aggiornamento narrativa • Jan 28
TCL: Tunnel Opening And Distribution Outlook Will Shape Fairly Valued Profile
Analysts have modestly adjusted their valuation framework for Transurban Group, keeping the fair value estimate steady at A$14.36 while refining assumptions around the discount rate, profit margin and future P/E to better reflect current expectations for earnings quality and risk. What's in the News West Gate Tunnel Project is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative to the West Gate Bridge and a new connection between the West Gate Freeway, the Port of Melbourne and CityLink (Key Developments).Articolo di analisi • Jan 21
Some Confidence Is Lacking In Transurban Group's (ASX:TCL) P/S
When you see that almost half of the companies in the Infrastructure industry in Australia have price-to-sales ratios...Aggiornamento narrativa • Jan 13
TCL: West Gate Tunnel Opening And Lower Discount Rate Will Shape Outlook
Analysts now see fair value for Transurban Group at A$14.36, up from A$14.21, with the shift linked to updated views on discount rates, revenue growth, profit margins and a higher assumed future P/E multiple. What's in the News The West Gate Tunnel Project in Melbourne is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative to the West Gate Bridge and connecting the West Gate Freeway to the Port of Melbourne, CityLink and the CBD (Key Developments).Articolo di analisi • Dec 25
Is Transurban Group (ASX:TCL) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Dec 05
Transurban Group (ASX:TCL) Has Announced That It Will Be Increasing Its Dividend To A$0.34
Transurban Group's ( ASX:TCL ) dividend will be increasing from last year's payment of the same period to A$0.34 on...Articolo di analisi • Oct 04
Transurban Group's (ASX:TCL) Shares May Have Run Too Fast Too Soon
When you see that almost half of the companies in the Infrastructure industry in Australia have price-to-sales ratios...Articolo di analisi • Sep 12
Transurban Group (ASX:TCL) Takes On Some Risk With Its Use 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...Aggiornamento narrativa • Aug 27
Urbanization And New Projects Will Revitalize Australian Toll Roads
Transurban Group’s consensus price target has been raised to A$14.18, reflecting analysts’ expectations for improved revenue from post-construction traffic growth and easing operational disruptions in key metropolitan markets. Analyst Commentary Upgrade driven by reported traffic growth of approximately 2% in FY25.
Nuova narrativa • Feb 23
AI Technology And North American Expansion Will Shape Future Prospects
Strategic positioning in growth areas and infrastructure innovation could drive long-term revenue increases and operational efficiencies for Transurban.Rendimenti per gli azionisti
| TCL | AU Infrastructure | AU Mercato | |
|---|---|---|---|
| 7D | 1.9% | 0.6% | 1.5% |
| 1Y | 7.6% | 7.9% | 1.8% |
Ritorno vs Industria: TCL ha trovato corrispondenza nel Australian Infrastructure che ha restituito 7.9 % nell'ultimo anno.
Rendimento vs Mercato: TCL ha superato il mercato Australian che ha restituito 1.8 % nell'ultimo anno.
Volatilità dei prezzi
| TCL volatility | |
|---|---|
| TCL Average Weekly Movement | 2.5% |
| Infrastructure Industry Average Movement | 2.5% |
| Market Average Movement | 9.5% |
| 10% most volatile stocks in AU Market | 16.6% |
| 10% least volatile stocks in AU Market | 3.8% |
Prezzo delle azioni stabile: TCL non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Australian.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di TCL è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1996 | 4,100 | Michelle Jablko | www.transurban.com |
Il Gruppo Transurban, insieme alle sue controllate, è impegnato nello sviluppo, nell'esercizio, nella gestione e nella manutenzione di reti stradali a pedaggio in Australia e in Nord America. L'azienda gestisce 22 strade a pedaggio a Melbourne, Sydney e Brisbane, in Australia, nella Grande Washington, negli Stati Uniti, e a Montreal, in Canada. Il Gruppo Transurban è stato fondato nel 1996 e ha sede a Docklands, in Australia.
Transurban Group Riepilogo dei fondamenti
| TCL statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | AU$45.93b |
| Utili (TTM) | AU$478.00m |
| Ricavi(TTM) | AU$3.92b |
97.1x
Rapporto P/E11.8x
Rapporto P/STCL è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| TCL Conto economico (TTM) | |
|---|---|
| Ricavi | AU$3.92b |
| Costo del fatturato | AU$1.54b |
| Profitto lordo | AU$2.38b |
| Altre spese | AU$1.90b |
| Utili | AU$478.00m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
Aug 13, 2026
| Utile per azione (EPS) | 0.15 |
| Margine lordo | 60.61% |
| Margine di profitto netto | 12.19% |
| Rapporto debito/patrimonio netto | 228.4% |
Come si è comportato TCL nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.6%
Rendimento attuale del dividendo436%
Rapporto di remunerazioneTCL paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di TCL| Transurban Group date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jun 29 2026 |
| Data di pagamento dei dividendi | Aug 18 2026 |
| Giorni fino al dividendo Ex | 30 days |
| Giorni prima della data di pagamento dei dividendi | 20 days |
TCL paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di TCLAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/29 09:54 |
| Prezzo dell'azione a fine giornata | 2026/07/29 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/06/30 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| 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; abbiamo anche delle guide su come utilizzare i nostri report e dei 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
Transurban Group è coperta da 28 analisti. 10 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 |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Shaurya Visen | BofA Global Research |