ARB（ARB）株式概要
ARB Corporation Limited は、自動車用アクセサリーおよび軽金属エンジニアリング製品の設計、製造、販売に従事している。 詳細
ARB Community Fair Values
Create NarrativeSee what 40 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
AU$25
FV
20.8% 割安 内在価値ディスカウント2.38%
Revenue growth p.a.
214
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
ARB Corporation Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | AU$19.80 |
| 52週高値 | AU$41.34 |
| 52週安値 | AU$16.93 |
| ベータ | 0.93 |
| 1ヶ月の変化 | 3.07% |
| 3ヶ月変化 | 5.88% |
| 1年変化 | -40.42% |
| 3年間の変化 | -36.05% |
| 5年間の変化 | -57.97% |
| IPOからの変化 | 17,900.00% |
最新ニュース
ナラティブ更新 • Jul 06
ARB: Higher Required Return Will Highlight Upside As Coverage Resumes
The ARB analyst price target has been revised from A$33.41 to A$30.00, with analysts citing updated fair value, discount rate, revenue growth, profit margin and future P/E assumptions as the basis for the change. What’s in the News for ARB No recent ARB company specific news items were identified in the provided sources.
ナラティブ更新 • Jun 22
ARB: Elevated Price Will Face Pressure From Modest Profit Margins
Analysts have maintained their A$17.40 price target for ARB, citing only slight adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, rather than a material shift in their overall view of the stock. What’s in the News for ARB No recent ARB company news items were provided in the available sources.
ナラティブ更新 • Jun 06
ARB: Higher Required Returns Will Support Premium Multiple And Upside Potential
Analysts have revised their fair value estimate for ARB from A$25.82 to A$24.26. This change reflects updated assumptions about discount rates, revenue growth, profit margins and future P/E expectations.ナラティブ更新 • May 22
ARB: Fair Outlook Will Balance Cautious Margins And Limited Near Term Catalysts
Analysts have trimmed their fair value estimate for ARB from A$22.05 to A$17.40. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, as well as recent Street research pointing to limited near term catalysts for the shares.ナラティブ更新 • May 02
ARB: Neutral Coverage And Limited Catalysts Will Support Premium Multiple
Analysts have trimmed their fair value estimate for ARB to about A$25.82 from about A$27.32, reflecting slightly softer assumptions on growth and profitability and echoing recent Street research that points to limited near term catalysts for the shares. Analyst Commentary Coverage on ARB has recently been resumed with a Neutral stance and an A$22.30 price target, which sits below the latest fair value estimate of A$25.82.ナラティブ更新 • Apr 17
ARB: Higher Required Return Will Highlight Upside As Coverage Resumes
Analysts have reduced their price target on ARB to A$33.41 from A$44.00, reflecting updated assumptions for revenue growth, profit margins and future P/E, along with recent research that highlights limited near term catalysts for the shares. Analyst Commentary Recent research indicates that ARB’s updated price target of A$33.41 compares with a resumed A$22.30 target from Goldman Sachs.Recent updates
ナラティブ更新 • Jul 06
ARB: Higher Required Return Will Highlight Upside As Coverage Resumes
The ARB analyst price target has been revised from A$33.41 to A$30.00, with analysts citing updated fair value, discount rate, revenue growth, profit margin and future P/E assumptions as the basis for the change. What’s in the News for ARB No recent ARB company specific news items were identified in the provided sources.ナラティブ更新 • Jun 22
ARB: Elevated Price Will Face Pressure From Modest Profit Margins
Analysts have maintained their A$17.40 price target for ARB, citing only slight adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, rather than a material shift in their overall view of the stock. What’s in the News for ARB No recent ARB company news items were provided in the available sources.ナラティブ更新 • Jun 06
ARB: Higher Required Returns Will Support Premium Multiple And Upside Potential
Analysts have revised their fair value estimate for ARB from A$25.82 to A$24.26. This change reflects updated assumptions about discount rates, revenue growth, profit margins and future P/E expectations.ナラティブ更新 • May 22
ARB: Fair Outlook Will Balance Cautious Margins And Limited Near Term Catalysts
Analysts have trimmed their fair value estimate for ARB from A$22.05 to A$17.40. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, as well as recent Street research pointing to limited near term catalysts for the shares.ナラティブ更新 • May 02
ARB: Neutral Coverage And Limited Catalysts Will Support Premium Multiple
Analysts have trimmed their fair value estimate for ARB to about A$25.82 from about A$27.32, reflecting slightly softer assumptions on growth and profitability and echoing recent Street research that points to limited near term catalysts for the shares. Analyst Commentary Coverage on ARB has recently been resumed with a Neutral stance and an A$22.30 price target, which sits below the latest fair value estimate of A$25.82.ナラティブ更新 • Apr 17
ARB: Higher Required Return Will Highlight Upside As Coverage Resumes
Analysts have reduced their price target on ARB to A$33.41 from A$44.00, reflecting updated assumptions for revenue growth, profit margins and future P/E, along with recent research that highlights limited near term catalysts for the shares. Analyst Commentary Recent research indicates that ARB’s updated price target of A$33.41 compares with a resumed A$22.30 target from Goldman Sachs.ナラティブ更新 • Apr 03
ARB: Lower Risk Profile Will Support Premium Multiple Over Time
Analysts have made a small upward adjustment to ARB's implied fair value. The refreshed price target now sits just above A$27, reflecting slightly lower discount rate assumptions and stable revenue growth and margin expectations, following recent Street research that highlighted limited near term catalysts.ナラティブ更新 • Mar 20
ARB: Fair Outlook Will Balance Reset Margins And Neutral Future Multiple
Analysts have trimmed their fair value estimate for ARB from A$30.18 to A$22.05, bringing the updated A$22.30 price target into line with more conservative assumptions on revenue growth, profit margins and future P/E, and reflecting a view that there are limited near term catalysts for the shares. Analyst Commentary Goldman Sachs has resumed coverage of ARB with a Neutral rating and an A$22.30 price target, which is closely aligned with the trimmed fair value estimate of A$22.05.ナラティブ更新 • Mar 05
ARB: Cleaner Long Term Framework Will Support Premium Multiple Over Time
Analysts have revised their fair value estimate for ARB to A$27.32 from A$34.22, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E, along with recent Street research that highlights limited near term catalysts and a Neutral stance on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see the revised A$27.32 fair value as leaving a gap to the A$22.30 target cited in recent research, which they view as potential upside if execution and sentiment improve over time.ナラティブ更新 • Feb 19
ARB: Higher Required Return Will Support A More Attractive Future Entry
Analysts have trimmed their ARB price target from A$47.50 to A$44.00, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E multiple. Valuation Changes Fair Value: Trimmed from A$47.50 to A$44.00, a reduction of about 7% in the assessed share valuation.分析記事 • Feb 16
Some ARB Corporation Limited (ASX:ARB) Shareholders Look For Exit As Shares Take 25% Pounding
The ARB Corporation Limited ( ASX:ARB ) share price has fared very poorly over the last month, falling by a substantial...ナラティブ更新 • Feb 05
ARB: Higher Required Returns Will Support Future Upside Potential
Analysts have adjusted their price target on ARB to reflect a lower fair value estimate of $34.22 versus $37.14 previously, citing updated assumptions for revenue growth, profit margins, and future P/E, which result in a slightly higher discount rate in their models. Valuation Changes Fair Value: Reduced from A$37.14 to A$34.22, indicating a lower central estimate for ARB's share valuation in the updated model.ナラティブ更新 • Jan 22
ARB: Higher Required Returns Will Support Future Upside Potential
Analysts have trimmed their price target on ARB to US$37.14 from US$40.50. This reflects updated assumptions for a slightly higher discount rate, more moderate revenue growth and a marginally lower profit margin, partly offset by a small increase in the assumed future P/E multiple.分析記事 • Jan 13
Calculating The Intrinsic Value Of ARB Corporation Limited (ASX:ARB)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ARB fair value estimate is AU$38.00 ARB's AU$32.07 share price...ナラティブ更新 • Jan 07
ARB: Fair Outlook Will Balance Slightly Firmer Margins And Modest Multiple Shift
Analysts have trimmed their price target on ARB slightly, reflecting a modest reassessment of fair value to about $30.18, along with small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from A$30.22 to about A$30.18, reflecting a very small recalibration in the model.ナラティブ更新 • Dec 14
ARB: Fair Outlook Will Balance Modest Margin Pressure And Earnings Multiple
Analysts have nudged their fair value estimate for ARB higher to about 30.22 dollars from 29.78 dollars, citing slightly stronger expected revenue growth and a modestly higher future earnings multiple. These factors more than offset a small downgrade to long term profit margins and a higher discount rate.分析記事 • Nov 18
What Does ARB Corporation Limited's (ASX:ARB) Share Price Indicate?
ARB Corporation Limited ( ASX:ARB ), is not the largest company out there, but it saw significant share price movement...
新しいナラティブ • Nov 15
Niche business with a big future
A niche business with exposure to multiple market sectors may sound like a contradiction, but the 4WD aftermarket accessories industry is exactly that. While most people think of recreational off-roading, aftermarket accessories are essential across a diverse set of professional users — tradespeople, farmers, miners, land-management agencies, and utility providers all rely on well-equipped 4WD vehicles to operate effectively.分析記事 • Sep 12
ARB (ASX:ARB) Will Pay A Dividend Of A$0.35
The board of ARB Corporation Limited ( ASX:ARB ) has announced that it will pay a dividend of A$0.35 per share on the...ナラティブ更新 • Aug 20
New US Engineering Center And Toyota Partnership Will Boost Future Market Position
The upward revision in ARB's consensus analyst price target is primarily driven by improved revenue growth forecasts and a slightly higher future P/E multiple, resulting in a fair value increase from A$37.44 to A$40.50. Valuation Changes Summary of Valuation Changes for ARB The Consensus Analyst Price Target has risen from A$37.44 to A$40.50.分析記事 • May 26
Slowing Rates Of Return At ARB (ASX:ARB) Leave Little Room For Excitement
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...分析記事 • Apr 28
Calculating The Fair Value Of ARB Corporation Limited (ASX:ARB)
Key Insights The projected fair value for ARB is AU$31.72 based on 2 Stage Free Cash Flow to Equity With AU$31.03 share...分析記事 • Mar 29
Is There Now An Opportunity In ARB Corporation Limited (ASX:ARB)?
ARB Corporation Limited ( ASX:ARB ), might not be a large cap stock, but it saw significant share price movement during...分析記事 • Feb 20
ARB (ASX:ARB) Has Announced A Dividend Of A$0.34
ARB Corporation Limited ( ASX:ARB ) has announced that it will pay a dividend of A$0.34 per share on the 17th of April...分析記事 • Feb 19
Investors Met With Slowing Returns on Capital At ARB (ASX:ARB)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
新しいナラティブ • Feb 09
Toyota Partnership And EV Accessories Investment Will Amplify Global Presence
Strategic OEM partnerships and international market expansion are key to driving ARB's sales and export revenue growth.分析記事 • Feb 04
ARB Corporation Limited's (ASX:ARB) Popularity With Investors Is Under Threat From Overpricing
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...分析記事 • Dec 14
Does This Valuation Of ARB Corporation Limited (ASX:ARB) Imply Investors Are Overpaying?
Key Insights ARB's estimated fair value is AU$31.12 based on 2 Stage Free Cash Flow to Equity ARB's AU$39.09 share...分析記事 • Nov 28
Why ARB Corporation Limited (ASX:ARB) Could Be Worth Watching
ARB Corporation Limited ( ASX:ARB ), might not be a large cap stock, but it saw significant share price movement during...分析記事 • Sep 25
There's Reason For Concern Over ARB Corporation Limited's (ASX:ARB) Price
With a price-to-earnings (or "P/E") ratio of 36.9x ARB Corporation Limited ( ASX:ARB ) may be sending very bearish...分析記事 • Sep 06
ARB (ASX:ARB) Is Aiming To Keep Up Its Impressive Returns
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Aug 21
Earnings Update: ARB Corporation Limited (ASX:ARB) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts
It's been a good week for ARB Corporation Limited ( ASX:ARB ) shareholders, because the company has just released its...分析記事 • Aug 10
What Does ARB Corporation Limited's (ASX:ARB) Share Price Indicate?
ARB Corporation Limited ( ASX:ARB ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • May 08
Shareholders Are Optimistic That ARB (ASX:ARB) Will Multiply In Value
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...分析記事 • Apr 03
Some Confidence Is Lacking In ARB Corporation Limited's (ASX:ARB) P/E
With a price-to-earnings (or "P/E") ratio of 35.8x ARB Corporation Limited ( ASX:ARB ) may be sending very bearish...分析記事 • Jan 19
ARB (ASX:ARB) Is Reinvesting At Lower Rates Of Return
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • Dec 28
Pinning Down ARB Corporation Limited's (ASX:ARB) P/E Is Difficult Right Now
ARB Corporation Limited's ( ASX:ARB ) price-to-earnings (or "P/E") ratio of 33.6x might make it look like a strong sell...分析記事 • Oct 04
Returns On Capital At ARB (ASX:ARB) Paint A Concerning Picture
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...分析記事 • Sep 07
ARB (ASX:ARB) Is Paying Out Less In Dividends Than Last Year
ARB Corporation Limited's ( ASX:ARB ) dividend is being reduced from last year's payment covering the same period to...分析記事 • Aug 24
ARB's (ASX:ARB) Dividend Is Being Reduced To A$0.30
ARB Corporation Limited ( ASX:ARB ) is reducing its dividend from last year's comparable payment to A$0.30 on the 20th...分析記事 • Jun 16
Shareholders Are Optimistic That ARB (ASX:ARB) Will Multiply In Value
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...分析記事 • Apr 04
ARB's (ASX:ARB) Dividend Will Be Reduced To A$0.32
ARB Corporation Limited ( ASX:ARB ) is reducing its dividend from last year's comparable payment to A$0.32 on the 21st...分析記事 • Feb 10
Here's Why We Think ARB (ASX:ARB) 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...分析記事 • Jan 26
Investors Shouldn't Overlook The Favourable Returns On Capital At ARB (ASX:ARB)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Nov 08
Should You Be Adding ARB (ASX:ARB) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Oct 19
ARB (ASX:ARB) Knows How To Allocate Capital
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...分析記事 • Oct 04
ARB Corporation Limited's (ASX:ARB) Intrinsic Value Is Potentially 18% Below Its Share Price
Does the October share price for ARB Corporation Limited ( ASX:ARB ) reflect what it's really worth? Today, we will...分析記事 • Sep 03
ARB's (ASX:ARB) Dividend Is Being Reduced To A$0.32
ARB Corporation Limited ( ASX:ARB ) is reducing its dividend from last year's comparable payment to A$0.32 on the 21st...株主還元
| ARB | AU Auto Components | AU 市場 | |
|---|---|---|---|
| 7D | 10.1% | 5.4% | 1.0% |
| 1Y | -40.4% | -22.7% | 1.3% |
業界別リターン: ARB過去 1 年間で-22.7 % の収益を上げたAustralian Auto Components業界を下回りました。
リターン対市場: ARBは、過去 1 年間で1.3 % のリターンを上げたAustralian市場を下回りました。
価格変動
| ARB volatility | |
|---|---|
| ARB Average Weekly Movement | 5.2% |
| Auto Components Industry Average Movement | 5.4% |
| Market Average Movement | 9.6% |
| 10% most volatile stocks in AU Market | 16.9% |
| 10% least volatile stocks in AU Market | 3.9% |
安定した株価: ARB 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ARBの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1975 | n/a | Lachlan A. McCann | www.arb.com.au |
ARB Corporation Limitedは、自動車用アクセサリーおよび軽金属エンジニアリング製品の設計、製造、流通、販売を行っている。同社は、アースキャンパー、ブルバー、サイドレールとステップ、リアプロテクション、トーイング、ホイールキャリア、キャノピー、MITS合金、UTEリッドとタブアクセサリー、ルーフラック、クロスバー、キャリア、オールドマンEMU 4X4サスペンション、リンクス製品、ドライビングライト、エアコンプレッサーとタイヤアクセサリー、エアロッカー、ウインチ、回収装置、回収ポイント、アンダービークルプロテクション製品を提供している。また、燃料タンクとストレージ製品、引き出しとカーゴソリューション、スライドキッチン製品、ポータブル冷凍冷蔵庫、テント、スワッグ、オーニング、キャンプとツーリングのアクセサリー、UHFラジオ、GPS、リバースカメラ、サファリシュノーケル、デュアルバッテリーとソーラーシステム、一般的なアクセサリー、インテリア保護と商品製品も提供している。同社は、仕入れ業者、車両ディーラー、様々なフリートオペレーターにサービスを提供しており、ARBブランドの店舗網を所有し、ライセンス供与も行っている。オーストラレーシア、米国、タイ、中東、英国、欧州で事業を展開している。ARB Corporation Limitedは1975年に設立され、オーストラリアのキルシスに本社を置いている。
ARB Corporation Limited 基礎のまとめ
| ARB 基礎統計学 | |
|---|---|
| 時価総額 | AU$1.66b |
| 収益（TTM） | AU$88.75m |
| 売上高(TTM) | AU$729.59m |
18.7x
PER（株価収益率2.3x
P/SレシオARB は割高か？
公正価値と評価分析を参照収益と収入
| ARB 損益計算書（TTM） | |
|---|---|
| 収益 | AU$729.59m |
| 売上原価 | AU$330.62m |
| 売上総利益 | AU$398.97m |
| その他の費用 | AU$310.22m |
| 収益 | AU$88.75m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.06 |
| グロス・マージン | 54.68% |
| 純利益率 | 12.16% |
| 有利子負債／自己資本比率 | 0% |
ARB の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.5%
現在の配当利回り65%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/31 02:52 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ARB Corporation Limited 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Peter Marks | Barrenjoey Markets Pty Limited |
| Daniel Morgan | Barrenjoey Markets Pty Limited |
| Thomas Kierath | Barrenjoey Markets Pty Limited |