Service Stream（SSM）株式概要サービス・ストリーム社（Service Stream Limited）は、オーストラリアにおける電気通信、公益事業、輸送分野のインフラ・ネットワークの設計、建設、運営、保守に携わっている。 詳細SSM ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績3/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より40.1%で取引されている 収益は年間16.48%増加すると予測されています 過去5年間の収益は年間29.3%増加しました。 リスク分析リスクチェックの結果、SSM 、リスクは検出されなかった。すべてのリスクチェックを見るSSM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW490,283 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA490,283 investors already sharing narrativesYour Fair ValueAU$Current PriceAU$2.4716.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-48m4b2016201920222025202620282031Revenue AU$3.5bEarnings AU$82.6mAdvancedSet Fair ValueView all narrativesService Stream Limited 競合他社MAAS Group HoldingsSymbol: ASX:MGHMarket cap: AU$1.9bFDC Consolidated HoldingsSymbol: ASX:FDCMarket cap: AU$1.1bGenusPlus GroupSymbol: ASX:GNPMarket cap: AU$1.8bSRG GlobalSymbol: ASX:SRGMarket cap: AU$2.1b価格と性能株価の高値、安値、推移の概要Service Stream過去の株価現在の株価AU$2.4752週高値AU$2.7252週安値AU$1.80ベータ0.681ヶ月の変化-7.49%3ヶ月変化26.34%1年変化28.48%3年間の変化175.98%5年間の変化171.43%IPOからの変化1,022.98%最新ニュースお知らせ • Feb 25Service Stream Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable April 10, 2026Service Stream Limited announced ordinary fully franked dividend of AUD 0.03000000 per share for the six months ended December 31, 2025. Ex-date is March 25, 2026. Record date is March 26, 2026. Payment date is April 10, 2026.お知らせ • Dec 16+ 1 more updateService Stream Limited to Report Fiscal Year 2026 Results on Aug 19, 2026Service Stream Limited announced that they will report fiscal year 2026 results on Aug 19, 2026お知らせ • Sep 19Service Stream Limited, Annual General Meeting, Oct 22, 2025Service Stream Limited, Annual General Meeting, Oct 22, 2025. Location: at service stream limited level 5, 655 collins street, docklands, victoria AustraliaDeclared Dividend • Aug 22Final dividend increased to AU$0.03Dividend of AU$0.03 is 20% higher than last year. Ex-date: 17th September 2025 Payment date: 3rd October 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 22Service Stream Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2025, Payable on October 03, 2025Service Stream Limited announced the ordinary fully paid dividend of AUD 0.03000000 per share for the six months ended June 30, 2025, payable on October 03, 2025. Ex Date is on September 17, 2025 with record date is on September 18, 2025. Is the ordinary dividend/distribution fully franked: Yes.お知らせ • Aug 21Service Stream Reportedly Weighs UHL's $1 Billion Transport UnitService Stream Limited (ASX:SSM) is believed to be lining up to buy UGL limited (UGL Pty Limited)'s $1 billion transport division in a deal which that prove transformational for the $1.2 billion Australian-listed services company. DataRoom reported last month UGL had hired investment bank Macquarie Capital for a sale of the unit. UGL is owned by CIMIC Group, which is owned by Spanish parent ACS. Sources say Service Stream has a strong interest in buying the business and is among the prospective bidders in the sale process. It gave strong indications while reporting its results on Wednesday that mergers and acquisitions could be on its agenda. Service Stream said it was looking at strategic acquisitions and was reviewing opportunities to expand service offerings, new capabilities and addressable markets.最新情報をもっと見るRecent updatesお知らせ • Feb 25Service Stream Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable April 10, 2026Service Stream Limited announced ordinary fully franked dividend of AUD 0.03000000 per share for the six months ended December 31, 2025. Ex-date is March 25, 2026. Record date is March 26, 2026. Payment date is April 10, 2026.お知らせ • Dec 16+ 1 more updateService Stream Limited to Report Fiscal Year 2026 Results on Aug 19, 2026Service Stream Limited announced that they will report fiscal year 2026 results on Aug 19, 2026お知らせ • Sep 19Service Stream Limited, Annual General Meeting, Oct 22, 2025Service Stream Limited, Annual General Meeting, Oct 22, 2025. Location: at service stream limited level 5, 655 collins street, docklands, victoria AustraliaDeclared Dividend • Aug 22Final dividend increased to AU$0.03Dividend of AU$0.03 is 20% higher than last year. Ex-date: 17th September 2025 Payment date: 3rd October 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 22Service Stream Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2025, Payable on October 03, 2025Service Stream Limited announced the ordinary fully paid dividend of AUD 0.03000000 per share for the six months ended June 30, 2025, payable on October 03, 2025. Ex Date is on September 17, 2025 with record date is on September 18, 2025. Is the ordinary dividend/distribution fully franked: Yes.お知らせ • Aug 21Service Stream Reportedly Weighs UHL's $1 Billion Transport UnitService Stream Limited (ASX:SSM) is believed to be lining up to buy UGL limited (UGL Pty Limited)'s $1 billion transport division in a deal which that prove transformational for the $1.2 billion Australian-listed services company. DataRoom reported last month UGL had hired investment bank Macquarie Capital for a sale of the unit. UGL is owned by CIMIC Group, which is owned by Spanish parent ACS. Sources say Service Stream has a strong interest in buying the business and is among the prospective bidders in the sale process. It gave strong indications while reporting its results on Wednesday that mergers and acquisitions could be on its agenda. Service Stream said it was looking at strategic acquisitions and was reviewing opportunities to expand service offerings, new capabilities and addressable markets.Reported Earnings • Aug 20Full year 2025 earnings releasedFull year 2025 results: Revenue: AU$2.33b (up 1.6% from FY 2024). Net income: AU$59.2m (up 83% from FY 2024). Profit margin: 2.5% (up from 1.4% in FY 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Construction industry in Australia.お知らせ • Jan 08Service Stream Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Service Stream Limited announced that they will report fiscal year 2025 results on Aug 20, 2025お知らせ • Dec 18Service Stream Limited to Report First Half, 2025 Results on Feb 20, 2025Service Stream Limited announced that they will report first half, 2025 results on Feb 20, 2025Upcoming Dividend • Sep 11Upcoming dividend of AU$0.025 per shareEligible shareholders must have bought the stock before 18 September 2024. Payment date: 04 October 2024. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Australian dividend payers (6.1%). In line with average of industry peers (3.8%).Declared Dividend • Aug 23Final dividend of AU$0.025 announcedShareholders will receive a dividend of AU$0.025. Ex-date: 18th September 2024 Payment date: 4th October 2024 Dividend yield will be 3.1%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 21Full year 2024 earnings releasedFull year 2024 results: Revenue: AU$2.29b (up 12% from FY 2023). Net income: AU$32.3m (up AU$27.8m from FY 2023). Profit margin: 1.4% (up from 0.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Construction industry in Australia.お知らせ • Aug 21Service Stream Limited Declares Final Fully Franked Dividend, Payable on 4 October 2024The Board of Service Stream Limited has declared a final fully franked dividend of 2.5 cps, taking total dividends for the year to 4.5 cps (fully franked), reflecting an increase of 200% on the prior year. Ex-dividend date is 18 September 2024. Record date is 19 September 2024. Payment date is 4 October 2024.お知らせ • Mar 30+ 1 more updateService Stream Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Service Stream Limited announced that they will report fiscal year 2024 results on Aug 21, 2024Recent Insider Transactions • Mar 20Non-Executive Chairman of the Board recently sold AU$2.0m worth of stockOn the 18th of March, Brett Gallagher sold around 2m shares on-market at roughly AU$1.25 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.Upcoming Dividend • Mar 14Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 05 April 2024. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Australian dividend payers (6.3%). In line with average of industry peers (3.4%).Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$1.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Construction industry in Australia. Total returns to shareholders of 13% over the past three years.Declared Dividend • Feb 24First half dividend of AU$0.02 announcedShareholders will receive a dividend of AU$0.02. Ex-date: 21st March 2024 Payment date: 5th April 2024 Dividend yield will be 3.0%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 16% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.021 (vs AU$0.01 loss in 1H 2023)First half 2024 results: EPS: AU$0.021 (up from AU$0.01 loss in 1H 2023). Revenue: AU$1.13b (up 19% from 1H 2023). Net income: AU$12.8m (up AU$19.1m from 1H 2023). Profit margin: 1.1% (up from net loss in 1H 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Construction industry in Australia. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Jan 17Service Stream Limited Announces Resignation of Nick Miller as Non-Executive Director, Effective 16 January 2024Service Stream Limited announced the resignation of Mr. Nick Miller as Non-Executive Director, effective close of business on 16 January 2024. Mr. Miller has recently accepted the role as Chief Executive Officer of Inland Rail Pty Ltd. and has therefore decided to step down as a Director of the Company to balance his new role and existing commitments.お知らせ • Dec 18Service Stream Limited to Report First Half, 2024 Results on Feb 22, 2024Service Stream Limited announced that they will report first half, 2024 results on Feb 22, 2024お知らせ • Oct 18Service Stream Limited Appoints Nick Miller as Independent Non-Executive Director, Effective from 1 November 2023Service Stream Limited announced that Mr. Nick Miller will join the Board as an independent non-executive Director, effective from 1 November 2023. Mr. Miller brings to the Board extensive operational, contracting and commercial expertise gained across a diverse range of industries including construction and resources sectors, infrastructure and civil construction services, electricity distribution network services, industrial mineral manufacturing, operations and maintenance services in Australia and New Zealand. He has over 30 years' experience as a CEO, senior executive and strategic advisor across these sectors. He has specific experience in change management, business development, industrial relations, contract management, stakeholder engagement and service delivery. Mr. Miller was previously Managing Director and CEO of Fulton Hogan Ltd, Broadspectrum and Adbri Limited. Mr. Miller is an experienced company director gained across listed entities such as Adbri Limited, as well as private enterprises such as Fulton Hogan, Southbase Construction, Coleridge Downs and Orion NZ Ltd. He has experience in audit and risk; health, safety, environment & sustainability; and remuneration board committees.Upcoming Dividend • Sep 12Upcoming dividend of AU$0.01 per share at 2.2% yieldEligible shareholders must have bought the stock before 19 September 2023. Payment date: 05 October 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (3.6%).お知らせ • Sep 08Service Stream Limited Announces Retirement of Peter Dempsey as DirectorThe Board of Directors of Service Stream Limited announced that Mr. Peter Dempsey will not be standing for re-election as a Non-Executive Director at this year's Annual General Meeting, to be held on 18 October 2023. Mr. Dempsey joined the Board in March 2010, and was Chairman of the Board from November 2010 to February 2015. Before stepping down from the role, he was Chairman of the Remuneration & Nomination Committee from February 2011 to February 2023, and has been a member of the Audit & Risk Committee since February 2011.New Risk • Aug 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.お知らせ • Aug 22Service Stream Limited Declares Final Fully Franked Dividend, Payable on 5 October 2023The Board of Service Stream Limited has declared a final fully franked dividend of 1.0 cent per share, taking total dividends for the year to 1.5 cps (fully franked), reflecting an increase of 50% on the prior year. Ex-dividend date is 19 September 2023. Record date is 20 September 2023. Payment date is 5 October 2023.Reported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.007 (vs AU$0.061 loss in FY 2022)Full year 2023 results: EPS: AU$0.007 (up from AU$0.061 loss in FY 2022). Revenue: AU$2.05b (up 36% from FY 2022). Net income: AU$4.46m (up AU$40.8m from FY 2022). Profit margin: 0.2% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Construction industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Buying Opportunity • Aug 01Now 20% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be AU$1.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 23First half 2023 earnings released: AU$0.01 loss per share (vs AU$0.009 profit in 1H 2022)First half 2023 results: AU$0.01 loss per share (down from AU$0.009 profit in 1H 2022). Revenue: AU$955.4m (up 71% from 1H 2022). Net loss: AU$6.29m (down 218% from profit in 1H 2022). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Construction industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Feb 11Service Stream Limited Provides Interim Dividend Guidance for the Half YearService Stream Limited Board is expected to declare an interim dividend of $0.05 per share for the half year.お知らせ • Feb 09+ 2 more updatesService Stream Limited, Annual General Meeting, Oct 18, 2023Service Stream Limited, Annual General Meeting, Oct 18, 2023.Recent Insider Transactions • Oct 04MD & Director recently bought AU$98k worth of stockOn the 28th of September, Leigh MacKender bought around 145k shares on-market at roughly AU$0.68 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Leigh has been a buyer over the last 12 months, purchasing a net total of AU$186k worth in shares.Upcoming Dividend • Sep 12Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 05 October 2022. Trailing yield: 1.4%. Lower than top quartile of Australian dividend payers (6.5%). Lower than average of industry peers (2.9%).Recent Insider Transactions • Sep 04Independent Non Executive Director recently bought AU$95k worth of stockOn the 1st of September, Peter Dempsey bought around 130k shares on-market at roughly AU$0.73 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$303k more in shares than they have sold in the last 12 months.Reported Earnings • Aug 24Full year 2022 earnings released: AU$0.061 loss per share (vs AU$0.071 profit in FY 2021)Full year 2022 results: AU$0.061 loss per share (down from AU$0.071 profit in FY 2021). Revenue: AU$1.51b (up 89% from FY 2021). Net loss: AU$36.3m (down 224% from profit in FY 2021). Over the next year, revenue is forecast to grow 22%, compared to a 27% growth forecast for the Construction industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • May 31MD & Director recently bought AU$88k worth of stockOn the 26th of May, Leigh MacKender bought around 100k shares on-market at roughly AU$0.88 per share. This was the largest purchase by an insider in the last 3 months. This was Leigh's only on-market trade for the last 12 months.Recent Insider Transactions • Apr 30Non-Executive Chairman of the Board recently bought AU$80k worth of stockOn the 28th of April, Brett Gallagher bought around 95k shares on-market at roughly AU$0.84 per share. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.Reported Earnings • Feb 27First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.009 (down from AU$0.04 in 1H 2021). Revenue: AU$559.3m (up 37% from 1H 2021). Net income: AU$5.34m (down 67% from 1H 2021). Profit margin: 1.0% (down from 4.0% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 62%, compared to a 40% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 24% per year.Reported Earnings • Aug 28Full year 2021 earnings released: EPS AU$0.072 (vs AU$0.12 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$1.61b (up 73% from FY 2020). Net income: AU$1.59b (up AU$1.54b from FY 2020). Profit margin: 99% (up from 5.3% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Mar 18Upcoming Dividend of AU$0.025 Per ShareWill be paid on the 14th of April to those who are registered shareholders by the 25th of March. The trailing yield of 7.2% is in the top quartile of Australian dividend payers (5.5%), and it is higher than industry peers (5.0%).Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorated over the past weekAfter last week's 33% share price decline to AU$1.14, the stock is trading at a trailing P/E ratio of 12.1x, down from the previous P/E ratio of 18.2x. This compares to an average P/E of 20x in the Construction industry in Australia. Total return to shareholders over the past three years is a loss of 20%.Recent Insider Transactions • Mar 02Non Executive Independent Director recently bought AU$82k worth of stockOn the 26th of February, Deborah Page bought around 67k shares on-market at roughly AU$1.24 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$157k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 25First half 2021 earnings released: EPS AU$0.04 (vs AU$0.067 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$409.9m (down 18% from 1H 2020). Net income: AU$16.2m (down 41% from 1H 2020). Profit margin: 4.0% (down from 5.5% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.Analyst Estimate Surprise Post Earnings • Feb 25Revenue misses expectationsRevenue missed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 8.0%, compared to a 38% growth forecast for the Construction industry in Australia.Is New 90 Day High Low • Feb 13New 90-day low: AU$1.67The company is down 22% from its price of AU$2.14 on 13 November 2020. The Australian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.52 per share.Is New 90 Day High Low • Jan 11New 90-day low: AU$1.67The company is down 25% from its price of AU$2.24 on 14 October 2020. The Australian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.50 per share.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to AU$1.83, the stock is trading at a trailing P/E ratio of 15.3x, down from the previous P/E ratio of 18.9x. This compares to an average P/E of 19x in the Construction industry in Australia. Total returns to shareholders over the past three years are 56%.Is New 90 Day High Low • Dec 15New 90-day high: AU$2.37The company is up 30% from its price of AU$1.83 on 16 September 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.59 per share.Is New 90 Day High Low • Nov 24New 90-day high: AU$2.35The company is up 28% from its price of AU$1.84 on 26 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.11 per share.Is New 90 Day High Low • Oct 15New 90-day high: AU$2.24The company is up 21% from its price of AU$1.86 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.33 per share.お知らせ • Oct 13Service Stream Limited Extends Its Operations and Maintenance Master Agreement with NBN Co. (nbn)Service Stream Limited announced that it has extended its Operations and Maintenance Master Agreement (OMMA) with NBN Co. (nbn). The OMMA contract has been extended for an additional 6-month period from the end of December 2020, with an option for nbn to extend for a further six months to December 2021. Under the OMMA contract, which was initially executed in December 2015, Service Stream will continue to be responsible for performing operations and maintenance field services for nbn including service activations and service assurance activities. The OMMA services will be provided across nbn's fixed line multi-technology network, including Fibre to the Node (FTTN), Fibre to the Premise (FTTP), Fibre to the Basement (FTTB), Fibre to the Curb (FTTC) and Hybrid Fibre-Coaxial (HFC) technologies within defined contracted areas across QLD, NSW, ACT, VIC, WA and the NT. Service Stream's revenue under the OMMA contract will be dependent on nbn's activation and maintenance work volumes, with the agreement generating approximately $330 million in financial year 2020 and $280 million in financial year 2019.Is New 90 Day High Low • Sep 23New 90-day high: AU$2.03The company is up 9.0% from its price of AU$1.87 on 25 June 2020. The Australian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.19 per share.お知らせ • Aug 10Service Stream Limited to Report Fiscal Year 2020 Results on Aug 18, 2020Service Stream Limited announced that they will report fiscal year 2020 results at 5:14 AM, GMT Standard Time on Aug 18, 2020株主還元SSMAU ConstructionAU 市場7D-4.6%-0.3%1.0%1Y28.5%39.0%1.2%株主還元を見る業界別リターン: SSM過去 1 年間で39 % の収益を上げたAustralian Construction業界を下回りました。リターン対市場: SSM過去 1 年間で1.2 % の収益を上げたAustralian市場を上回りました。価格変動Is SSM's price volatile compared to industry and market?SSM volatilitySSM Average Weekly Movement3.6%Construction Industry Average Movement5.8%Market Average Movement9.6%10% most volatile stocks in AU Market16.8%10% least volatile stocks in AU Market3.8%安定した株価: SSM 、 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: SSMの 週次ボラティリティ ( 4% ) 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19965,300Leigh MacKenderwww.servicestream.com.auサービス・ストリーム社（Service Stream Limited）は、オーストラリアにおける電気通信、公益事業、輸送分野のインフラ・ネットワークの設計、建設、運営、保守に従事している。電気通信事業、公益事業、運輸事業を通じて事業を展開している。電気通信部門は、固定回線および無線通信ネットワークの所有者に対し、顧客接続、サービスおよびネットワーク保証、ブロードバンド、無線、固定回線プロジェクトサービスの用地取得、エンジニアリング、設計、建設、設置、資産修復、増強、移転プロジェクトなど、さまざまな運用、保守、設置、設計、建設サービスを提供している。公益事業部門は、ガス、水道、電力などのネットワーク所有者やその他の顧客に対し、ネットワーク資産の設計、運用、資産保守、アップグレード、交換、エンジニアリング、建設、検針、ネットワーク保証、専門家による検査、監査、コンプライアンスサービスを提供している。運輸部門は、公共および民間の道路、トンネルの資産所有者に運営支援と保守サービスを提供している。そのサービスは、道路網のメンテナンス、コントロールルームの運営、小規模な土木建設サービス、インテリジェント交通システムの設置・運営などである。同社は1996年に設立され、オーストラリアのメルボルンに本社を置いている。もっと見るService Stream Limited 基礎のまとめService Stream の収益と売上を時価総額と比較するとどうか。SSM 基礎統計学時価総額AU$1.51b収益（TTM）AU$52.91m売上高(TTM)AU$2.25b28.6xPER（株価収益率0.7xP/SレシオSSM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SSM 損益計算書（TTM）収益AU$2.25b売上原価AU$1.33b売上総利益AU$918.84mその他の費用AU$865.93m収益AU$52.91m直近の収益報告Dec 31, 2025次回決算日Aug 19, 2026一株当たり利益（EPS）0.086グロス・マージン40.84%純利益率2.35%有利子負債／自己資本比率0%SSM 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2.4%現在の配当利回り71%配当性向View Valuation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2026/07/28 03:09終値2026/07/28 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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Service Stream Limited 9 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。15 アナリスト機関Megan Kirby-LewisBarrenjoey Markets Pty LimitedWarren JeffriesCanaccord GenuityCiti ResearchCitigroup Inc12 その他のアナリストを表示
お知らせ • Feb 25Service Stream Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable April 10, 2026Service Stream Limited announced ordinary fully franked dividend of AUD 0.03000000 per share for the six months ended December 31, 2025. Ex-date is March 25, 2026. Record date is March 26, 2026. Payment date is April 10, 2026.
お知らせ • Dec 16+ 1 more updateService Stream Limited to Report Fiscal Year 2026 Results on Aug 19, 2026Service Stream Limited announced that they will report fiscal year 2026 results on Aug 19, 2026
お知らせ • Sep 19Service Stream Limited, Annual General Meeting, Oct 22, 2025Service Stream Limited, Annual General Meeting, Oct 22, 2025. Location: at service stream limited level 5, 655 collins street, docklands, victoria Australia
Declared Dividend • Aug 22Final dividend increased to AU$0.03Dividend of AU$0.03 is 20% higher than last year. Ex-date: 17th September 2025 Payment date: 3rd October 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 22Service Stream Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2025, Payable on October 03, 2025Service Stream Limited announced the ordinary fully paid dividend of AUD 0.03000000 per share for the six months ended June 30, 2025, payable on October 03, 2025. Ex Date is on September 17, 2025 with record date is on September 18, 2025. Is the ordinary dividend/distribution fully franked: Yes.
お知らせ • Aug 21Service Stream Reportedly Weighs UHL's $1 Billion Transport UnitService Stream Limited (ASX:SSM) is believed to be lining up to buy UGL limited (UGL Pty Limited)'s $1 billion transport division in a deal which that prove transformational for the $1.2 billion Australian-listed services company. DataRoom reported last month UGL had hired investment bank Macquarie Capital for a sale of the unit. UGL is owned by CIMIC Group, which is owned by Spanish parent ACS. Sources say Service Stream has a strong interest in buying the business and is among the prospective bidders in the sale process. It gave strong indications while reporting its results on Wednesday that mergers and acquisitions could be on its agenda. Service Stream said it was looking at strategic acquisitions and was reviewing opportunities to expand service offerings, new capabilities and addressable markets.
お知らせ • Feb 25Service Stream Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable April 10, 2026Service Stream Limited announced ordinary fully franked dividend of AUD 0.03000000 per share for the six months ended December 31, 2025. Ex-date is March 25, 2026. Record date is March 26, 2026. Payment date is April 10, 2026.
お知らせ • Dec 16+ 1 more updateService Stream Limited to Report Fiscal Year 2026 Results on Aug 19, 2026Service Stream Limited announced that they will report fiscal year 2026 results on Aug 19, 2026
お知らせ • Sep 19Service Stream Limited, Annual General Meeting, Oct 22, 2025Service Stream Limited, Annual General Meeting, Oct 22, 2025. Location: at service stream limited level 5, 655 collins street, docklands, victoria Australia
Declared Dividend • Aug 22Final dividend increased to AU$0.03Dividend of AU$0.03 is 20% higher than last year. Ex-date: 17th September 2025 Payment date: 3rd October 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 22Service Stream Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2025, Payable on October 03, 2025Service Stream Limited announced the ordinary fully paid dividend of AUD 0.03000000 per share for the six months ended June 30, 2025, payable on October 03, 2025. Ex Date is on September 17, 2025 with record date is on September 18, 2025. Is the ordinary dividend/distribution fully franked: Yes.
お知らせ • Aug 21Service Stream Reportedly Weighs UHL's $1 Billion Transport UnitService Stream Limited (ASX:SSM) is believed to be lining up to buy UGL limited (UGL Pty Limited)'s $1 billion transport division in a deal which that prove transformational for the $1.2 billion Australian-listed services company. DataRoom reported last month UGL had hired investment bank Macquarie Capital for a sale of the unit. UGL is owned by CIMIC Group, which is owned by Spanish parent ACS. Sources say Service Stream has a strong interest in buying the business and is among the prospective bidders in the sale process. It gave strong indications while reporting its results on Wednesday that mergers and acquisitions could be on its agenda. Service Stream said it was looking at strategic acquisitions and was reviewing opportunities to expand service offerings, new capabilities and addressable markets.
Reported Earnings • Aug 20Full year 2025 earnings releasedFull year 2025 results: Revenue: AU$2.33b (up 1.6% from FY 2024). Net income: AU$59.2m (up 83% from FY 2024). Profit margin: 2.5% (up from 1.4% in FY 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Construction industry in Australia.
お知らせ • Jan 08Service Stream Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Service Stream Limited announced that they will report fiscal year 2025 results on Aug 20, 2025
お知らせ • Dec 18Service Stream Limited to Report First Half, 2025 Results on Feb 20, 2025Service Stream Limited announced that they will report first half, 2025 results on Feb 20, 2025
Upcoming Dividend • Sep 11Upcoming dividend of AU$0.025 per shareEligible shareholders must have bought the stock before 18 September 2024. Payment date: 04 October 2024. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Australian dividend payers (6.1%). In line with average of industry peers (3.8%).
Declared Dividend • Aug 23Final dividend of AU$0.025 announcedShareholders will receive a dividend of AU$0.025. Ex-date: 18th September 2024 Payment date: 4th October 2024 Dividend yield will be 3.1%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 21Full year 2024 earnings releasedFull year 2024 results: Revenue: AU$2.29b (up 12% from FY 2023). Net income: AU$32.3m (up AU$27.8m from FY 2023). Profit margin: 1.4% (up from 0.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Construction industry in Australia.
お知らせ • Aug 21Service Stream Limited Declares Final Fully Franked Dividend, Payable on 4 October 2024The Board of Service Stream Limited has declared a final fully franked dividend of 2.5 cps, taking total dividends for the year to 4.5 cps (fully franked), reflecting an increase of 200% on the prior year. Ex-dividend date is 18 September 2024. Record date is 19 September 2024. Payment date is 4 October 2024.
お知らせ • Mar 30+ 1 more updateService Stream Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Service Stream Limited announced that they will report fiscal year 2024 results on Aug 21, 2024
Recent Insider Transactions • Mar 20Non-Executive Chairman of the Board recently sold AU$2.0m worth of stockOn the 18th of March, Brett Gallagher sold around 2m shares on-market at roughly AU$1.25 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.
Upcoming Dividend • Mar 14Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 05 April 2024. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Australian dividend payers (6.3%). In line with average of industry peers (3.4%).
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$1.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Construction industry in Australia. Total returns to shareholders of 13% over the past three years.
Declared Dividend • Feb 24First half dividend of AU$0.02 announcedShareholders will receive a dividend of AU$0.02. Ex-date: 21st March 2024 Payment date: 5th April 2024 Dividend yield will be 3.0%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 16% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.021 (vs AU$0.01 loss in 1H 2023)First half 2024 results: EPS: AU$0.021 (up from AU$0.01 loss in 1H 2023). Revenue: AU$1.13b (up 19% from 1H 2023). Net income: AU$12.8m (up AU$19.1m from 1H 2023). Profit margin: 1.1% (up from net loss in 1H 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Construction industry in Australia. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 17Service Stream Limited Announces Resignation of Nick Miller as Non-Executive Director, Effective 16 January 2024Service Stream Limited announced the resignation of Mr. Nick Miller as Non-Executive Director, effective close of business on 16 January 2024. Mr. Miller has recently accepted the role as Chief Executive Officer of Inland Rail Pty Ltd. and has therefore decided to step down as a Director of the Company to balance his new role and existing commitments.
お知らせ • Dec 18Service Stream Limited to Report First Half, 2024 Results on Feb 22, 2024Service Stream Limited announced that they will report first half, 2024 results on Feb 22, 2024
お知らせ • Oct 18Service Stream Limited Appoints Nick Miller as Independent Non-Executive Director, Effective from 1 November 2023Service Stream Limited announced that Mr. Nick Miller will join the Board as an independent non-executive Director, effective from 1 November 2023. Mr. Miller brings to the Board extensive operational, contracting and commercial expertise gained across a diverse range of industries including construction and resources sectors, infrastructure and civil construction services, electricity distribution network services, industrial mineral manufacturing, operations and maintenance services in Australia and New Zealand. He has over 30 years' experience as a CEO, senior executive and strategic advisor across these sectors. He has specific experience in change management, business development, industrial relations, contract management, stakeholder engagement and service delivery. Mr. Miller was previously Managing Director and CEO of Fulton Hogan Ltd, Broadspectrum and Adbri Limited. Mr. Miller is an experienced company director gained across listed entities such as Adbri Limited, as well as private enterprises such as Fulton Hogan, Southbase Construction, Coleridge Downs and Orion NZ Ltd. He has experience in audit and risk; health, safety, environment & sustainability; and remuneration board committees.
Upcoming Dividend • Sep 12Upcoming dividend of AU$0.01 per share at 2.2% yieldEligible shareholders must have bought the stock before 19 September 2023. Payment date: 05 October 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (3.6%).
お知らせ • Sep 08Service Stream Limited Announces Retirement of Peter Dempsey as DirectorThe Board of Directors of Service Stream Limited announced that Mr. Peter Dempsey will not be standing for re-election as a Non-Executive Director at this year's Annual General Meeting, to be held on 18 October 2023. Mr. Dempsey joined the Board in March 2010, and was Chairman of the Board from November 2010 to February 2015. Before stepping down from the role, he was Chairman of the Remuneration & Nomination Committee from February 2011 to February 2023, and has been a member of the Audit & Risk Committee since February 2011.
New Risk • Aug 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
お知らせ • Aug 22Service Stream Limited Declares Final Fully Franked Dividend, Payable on 5 October 2023The Board of Service Stream Limited has declared a final fully franked dividend of 1.0 cent per share, taking total dividends for the year to 1.5 cps (fully franked), reflecting an increase of 50% on the prior year. Ex-dividend date is 19 September 2023. Record date is 20 September 2023. Payment date is 5 October 2023.
Reported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.007 (vs AU$0.061 loss in FY 2022)Full year 2023 results: EPS: AU$0.007 (up from AU$0.061 loss in FY 2022). Revenue: AU$2.05b (up 36% from FY 2022). Net income: AU$4.46m (up AU$40.8m from FY 2022). Profit margin: 0.2% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Construction industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Aug 01Now 20% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be AU$1.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 23First half 2023 earnings released: AU$0.01 loss per share (vs AU$0.009 profit in 1H 2022)First half 2023 results: AU$0.01 loss per share (down from AU$0.009 profit in 1H 2022). Revenue: AU$955.4m (up 71% from 1H 2022). Net loss: AU$6.29m (down 218% from profit in 1H 2022). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Construction industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 11Service Stream Limited Provides Interim Dividend Guidance for the Half YearService Stream Limited Board is expected to declare an interim dividend of $0.05 per share for the half year.
お知らせ • Feb 09+ 2 more updatesService Stream Limited, Annual General Meeting, Oct 18, 2023Service Stream Limited, Annual General Meeting, Oct 18, 2023.
Recent Insider Transactions • Oct 04MD & Director recently bought AU$98k worth of stockOn the 28th of September, Leigh MacKender bought around 145k shares on-market at roughly AU$0.68 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Leigh has been a buyer over the last 12 months, purchasing a net total of AU$186k worth in shares.
Upcoming Dividend • Sep 12Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 05 October 2022. Trailing yield: 1.4%. Lower than top quartile of Australian dividend payers (6.5%). Lower than average of industry peers (2.9%).
Recent Insider Transactions • Sep 04Independent Non Executive Director recently bought AU$95k worth of stockOn the 1st of September, Peter Dempsey bought around 130k shares on-market at roughly AU$0.73 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$303k more in shares than they have sold in the last 12 months.
Reported Earnings • Aug 24Full year 2022 earnings released: AU$0.061 loss per share (vs AU$0.071 profit in FY 2021)Full year 2022 results: AU$0.061 loss per share (down from AU$0.071 profit in FY 2021). Revenue: AU$1.51b (up 89% from FY 2021). Net loss: AU$36.3m (down 224% from profit in FY 2021). Over the next year, revenue is forecast to grow 22%, compared to a 27% growth forecast for the Construction industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • May 31MD & Director recently bought AU$88k worth of stockOn the 26th of May, Leigh MacKender bought around 100k shares on-market at roughly AU$0.88 per share. This was the largest purchase by an insider in the last 3 months. This was Leigh's only on-market trade for the last 12 months.
Recent Insider Transactions • Apr 30Non-Executive Chairman of the Board recently bought AU$80k worth of stockOn the 28th of April, Brett Gallagher bought around 95k shares on-market at roughly AU$0.84 per share. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.
Reported Earnings • Feb 27First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.009 (down from AU$0.04 in 1H 2021). Revenue: AU$559.3m (up 37% from 1H 2021). Net income: AU$5.34m (down 67% from 1H 2021). Profit margin: 1.0% (down from 4.0% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 62%, compared to a 40% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 24% per year.
Reported Earnings • Aug 28Full year 2021 earnings released: EPS AU$0.072 (vs AU$0.12 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$1.61b (up 73% from FY 2020). Net income: AU$1.59b (up AU$1.54b from FY 2020). Profit margin: 99% (up from 5.3% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Mar 18Upcoming Dividend of AU$0.025 Per ShareWill be paid on the 14th of April to those who are registered shareholders by the 25th of March. The trailing yield of 7.2% is in the top quartile of Australian dividend payers (5.5%), and it is higher than industry peers (5.0%).
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorated over the past weekAfter last week's 33% share price decline to AU$1.14, the stock is trading at a trailing P/E ratio of 12.1x, down from the previous P/E ratio of 18.2x. This compares to an average P/E of 20x in the Construction industry in Australia. Total return to shareholders over the past three years is a loss of 20%.
Recent Insider Transactions • Mar 02Non Executive Independent Director recently bought AU$82k worth of stockOn the 26th of February, Deborah Page bought around 67k shares on-market at roughly AU$1.24 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$157k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 25First half 2021 earnings released: EPS AU$0.04 (vs AU$0.067 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$409.9m (down 18% from 1H 2020). Net income: AU$16.2m (down 41% from 1H 2020). Profit margin: 4.0% (down from 5.5% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.
Analyst Estimate Surprise Post Earnings • Feb 25Revenue misses expectationsRevenue missed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 8.0%, compared to a 38% growth forecast for the Construction industry in Australia.
Is New 90 Day High Low • Feb 13New 90-day low: AU$1.67The company is down 22% from its price of AU$2.14 on 13 November 2020. The Australian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.52 per share.
Is New 90 Day High Low • Jan 11New 90-day low: AU$1.67The company is down 25% from its price of AU$2.24 on 14 October 2020. The Australian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.50 per share.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to AU$1.83, the stock is trading at a trailing P/E ratio of 15.3x, down from the previous P/E ratio of 18.9x. This compares to an average P/E of 19x in the Construction industry in Australia. Total returns to shareholders over the past three years are 56%.
Is New 90 Day High Low • Dec 15New 90-day high: AU$2.37The company is up 30% from its price of AU$1.83 on 16 September 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.59 per share.
Is New 90 Day High Low • Nov 24New 90-day high: AU$2.35The company is up 28% from its price of AU$1.84 on 26 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.11 per share.
Is New 90 Day High Low • Oct 15New 90-day high: AU$2.24The company is up 21% from its price of AU$1.86 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.33 per share.
お知らせ • Oct 13Service Stream Limited Extends Its Operations and Maintenance Master Agreement with NBN Co. (nbn)Service Stream Limited announced that it has extended its Operations and Maintenance Master Agreement (OMMA) with NBN Co. (nbn). The OMMA contract has been extended for an additional 6-month period from the end of December 2020, with an option for nbn to extend for a further six months to December 2021. Under the OMMA contract, which was initially executed in December 2015, Service Stream will continue to be responsible for performing operations and maintenance field services for nbn including service activations and service assurance activities. The OMMA services will be provided across nbn's fixed line multi-technology network, including Fibre to the Node (FTTN), Fibre to the Premise (FTTP), Fibre to the Basement (FTTB), Fibre to the Curb (FTTC) and Hybrid Fibre-Coaxial (HFC) technologies within defined contracted areas across QLD, NSW, ACT, VIC, WA and the NT. Service Stream's revenue under the OMMA contract will be dependent on nbn's activation and maintenance work volumes, with the agreement generating approximately $330 million in financial year 2020 and $280 million in financial year 2019.
Is New 90 Day High Low • Sep 23New 90-day high: AU$2.03The company is up 9.0% from its price of AU$1.87 on 25 June 2020. The Australian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.19 per share.
お知らせ • Aug 10Service Stream Limited to Report Fiscal Year 2020 Results on Aug 18, 2020Service Stream Limited announced that they will report fiscal year 2020 results at 5:14 AM, GMT Standard Time on Aug 18, 2020
