Computershare（CPU）株式概要
コンピュターシェア・リミテッドは、発行体サービス、企業信託サービス、従業員株式制度・伝票サービス、通信・ユーティリティサービス、技術・業務サービス、住宅ローン・不動産賃貸サービスを提供している。 詳細
CPU Community Fair Values
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Analyst Price Targets
Computershare Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | AU$33.12 |
| 52週高値 | AU$42.28 |
| 52週安値 | AU$26.73 |
| ベータ | -0.027 |
| 1ヶ月の変化 | 7.57% |
| 3ヶ月変化 | 7.01% |
| 1年変化 | -20.06% |
| 3年間の変化 | 49.73% |
| 5年間の変化 | 108.96% |
| IPOからの変化 | 21,980.00% |
最新ニュース
ナラティブの更新 • May 09
CPU: Tokenized Equity And Higher EPS Guidance Will Support Bullish Setup
Analysts have slightly adjusted their view on Computershare, with the latest A$ fair value estimate changing from about A$34.63 to about A$34.54 as they factor in updated assumptions on the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Computershare agreed with Securitize to support U.S. listed clients in issuing equity securities in tokenized form, giving issuers a way to bring shares onchain alongside existing structures such as the Direct Registration System, with Computershare acting as transfer agent for Issuer Sponsored Tokens and related corporate actions (Key Developments).ナラティブの更新 • Apr 24
CPU: Higher EPS Guidance And Dividend Will Support Bullish Setup
Analysts have nudged their Computershare price target slightly lower to around A$34.63 from about A$35.40, reflecting updated views on discount rates, modest revenue growth expectations, profit margin assumptions and future P/E levels. What's in the News Computershare declared an ordinary franked dividend of A$0.55 per share for the six months ended 31 December 2025, with payment expected on 18 March 2026, record date on 18 February 2026, and ex date on 17 February 2026 (Key Developments).ナラティブの更新 • Apr 09
CPU: Citi Upgrade And Higher EPS Guidance Will Support Bullish Setup
Analysts now see Computershare's fair value at about A$35.40, just below the prior A$35.94 view. The shift is tied to updated assumptions on discount rate, modestly lower revenue growth, slightly softer profit margin and a higher future P/E multiple, alongside recent upgrades and a A$39.60 price target from broader Street research.ナラティブの更新 • Mar 26
CPU: Citi Upgrade And Dividend And EPS Guidance Will Support Bullish Setup
Analysts have adjusted their fair value estimate for Computershare to A$35.94 per share. They link this change to refined assumptions on discount rates, profit margins, and future P/E, along with recent research upgrades and a new A$39.60 price target from the Street.ナラティブの更新 • Mar 11
CPU: Citi Upgrade And Dividend Outlook Will Support Bullish Setup
Analysts have inched their fair value estimate for Computershare to about A$35.55 per share, a small adjustment that reflects updated discount rate and future P/E assumptions, along with recent Street research support, including the new A$39.60 price target from Citi. Analyst Commentary Recent commentary from bullish analysts has become more positive, with an upgraded rating and a formal A$39.60 price target helping anchor expectations around Computershare’s potential valuation range.ナラティブの更新 • Feb 25
CPU: Citi Upgrade And Raised FY26 Outlook Will Support Bullish Setup
Analysts have trimmed their fair value estimate for Computershare to A$35.79 from A$35.97, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E, as well as recent Street research, including Citi's upgrade of the stock with an A$39.60 price target. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent upgrade to a Buy rating as support for a more constructive view on Computershare’s ability to execute against earnings expectations, even with more conservative assumptions now embedded in the fair value model.Recent updates
ナラティブの更新 • May 09
CPU: Tokenized Equity And Higher EPS Guidance Will Support Bullish Setup
Analysts have slightly adjusted their view on Computershare, with the latest A$ fair value estimate changing from about A$34.63 to about A$34.54 as they factor in updated assumptions on the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Computershare agreed with Securitize to support U.S. listed clients in issuing equity securities in tokenized form, giving issuers a way to bring shares onchain alongside existing structures such as the Direct Registration System, with Computershare acting as transfer agent for Issuer Sponsored Tokens and related corporate actions (Key Developments).ナラティブの更新 • Apr 24
CPU: Higher EPS Guidance And Dividend Will Support Bullish Setup
Analysts have nudged their Computershare price target slightly lower to around A$34.63 from about A$35.40, reflecting updated views on discount rates, modest revenue growth expectations, profit margin assumptions and future P/E levels. What's in the News Computershare declared an ordinary franked dividend of A$0.55 per share for the six months ended 31 December 2025, with payment expected on 18 March 2026, record date on 18 February 2026, and ex date on 17 February 2026 (Key Developments).ナラティブの更新 • Apr 09
CPU: Citi Upgrade And Higher EPS Guidance Will Support Bullish Setup
Analysts now see Computershare's fair value at about A$35.40, just below the prior A$35.94 view. The shift is tied to updated assumptions on discount rate, modestly lower revenue growth, slightly softer profit margin and a higher future P/E multiple, alongside recent upgrades and a A$39.60 price target from broader Street research.ナラティブの更新 • Mar 26
CPU: Citi Upgrade And Dividend And EPS Guidance Will Support Bullish Setup
Analysts have adjusted their fair value estimate for Computershare to A$35.94 per share. They link this change to refined assumptions on discount rates, profit margins, and future P/E, along with recent research upgrades and a new A$39.60 price target from the Street.ナラティブの更新 • Mar 11
CPU: Citi Upgrade And Dividend Outlook Will Support Bullish Setup
Analysts have inched their fair value estimate for Computershare to about A$35.55 per share, a small adjustment that reflects updated discount rate and future P/E assumptions, along with recent Street research support, including the new A$39.60 price target from Citi. Analyst Commentary Recent commentary from bullish analysts has become more positive, with an upgraded rating and a formal A$39.60 price target helping anchor expectations around Computershare’s potential valuation range.ナラティブの更新 • Feb 25
CPU: Citi Upgrade And Raised FY26 Outlook Will Support Bullish Setup
Analysts have trimmed their fair value estimate for Computershare to A$35.79 from A$35.97, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E, as well as recent Street research, including Citi's upgrade of the stock with an A$39.60 price target. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent upgrade to a Buy rating as support for a more constructive view on Computershare’s ability to execute against earnings expectations, even with more conservative assumptions now embedded in the fair value model.ナラティブの更新 • Feb 11
CPU: AGM Trends And New Buy Ratings Will Support Bullish FY26 Setup
Analysts have increased their A$ price targets on Computershare to around A$40, up from the mid A$30s, citing recent upgrades and confidence following the company’s Annual General Meeting update. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to the AGM update as confirmation that recent business trends are tracking in line with their expectations for early 2026, which they see as supportive for the current A$39.60 to A$40 price target range.ナラティブの更新 • Jan 27
CPU: AGM Update And New Buy Ratings Will Support Balanced FY26 Outlook
Narrative Update The updated analyst price target for Computershare has shifted from about A$37.40 to about A$36.40. Analysts attribute the change to modest adjustments in fair value, discount rate and growth assumptions, along with recent upgrades to Buy from Citi and Goldman Sachs that were supported by the company’s AGM update.ナラティブの更新 • Jan 12
CPU: FY26 Delivery Confidence And AGM Update Support Balanced Outlook
Analysts have lifted their fair value estimate for Computershare to A$37.40 from A$37.26, citing the recent AGM update that supported their assumptions on discount rate, modest revenue growth, profit margin and future P/E, and contributed to an upgrade in the consensus view following a higher A$40 price target from recent Street research. Analyst Commentary Recent commentary around Computershare has focused on how the AGM update lines up with existing expectations on revenue growth, margins and the P/E that analysts are using in their models.分析記事 • Jan 05
Computershare Limited's (ASX:CPU) Intrinsic Value Is Potentially 36% Above Its Share Price
Key Insights The projected fair value for Computershare is AU$46.33 based on 2 Stage Free Cash Flow to Equity...ナラティブの更新 • Dec 26
CPU Outlook Will Weigh FY26 Delivery Confidence Against Modest FX And Rate Headwinds
Analysts have nudged their average price target on Computershare slightly lower, trimming fair value by about A$0.26 to roughly A$37.26, as modestly higher discount rate assumptions offset confidence in management's FY26 guidance and recent broker upgrades. Analyst Commentary Street research has turned incrementally more constructive on Computershare, with several recent rating upgrades highlighting a better balance of risk and reward into FY26, even as some targets edge lower on FX and discount rate adjustments.分析記事 • Dec 20
Unpleasant Surprises Could Be In Store For Computershare Limited's (ASX:CPU) Shares
It's not a stretch to say that Computershare Limited's ( ASX:CPU ) price-to-earnings (or "P/E") ratio of 21.7x right...ナラティブの更新 • Dec 11
CPU Outlook Will Balance FY26 Guidance Delivery Against Persistent FX Headwinds
Analysts have nudged their average price target for Computershare slightly higher, with upward revisions to A$40.00 and A$36.50 helping support a modest increase in the implied valuation as confidence grows that the company can deliver on its FY26 guidance despite minor FX headwinds. Analyst Commentary Recent rating and target price changes reflect a more constructive stance on Computershare, with multiple upgrades signaling growing conviction that FY26 earnings guidance is attainable and already partially embedded in valuation.ナラティブの更新 • Nov 27
CPU: Outlook Will Weigh Management Guidance Progress Against Ongoing Currency Headwinds
Analysts have marginally lowered their fair value estimate for Computershare to A$38.25 from A$38.28, citing mixed signals in revenue growth and profit margin. They remain encouraged by recent management updates and upgraded outlooks.ナラティブの更新 • Nov 11
CPU: Earnings Outlook Will Balance Revenue Confidence And Currency Risks
Analysts have modestly raised their fair value estimate for Computershare, increasing the price target from A$38.21 to A$38.28. This adjustment is based on improved revenue growth indicators and confidence in management's future guidance, despite minor changes to the discount rate and profit margin assumptions.ナラティブの更新 • Oct 28
Upcoming Technology Implementation And Margin Improvement Will Drive Stronger Fiscal 2026 Results
Analysts have lowered their average price target for Computershare from A$38.24 to A$38.21, citing factors including slightly reduced revenue growth expectations and modestly improved profit margin outlooks. They maintain a view that fiscal 2026 earnings guidance appears achievable.分析記事 • Oct 16
Here's Why We Think Computershare (ASX:CPU) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...ナラティブの更新 • Oct 10
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
Analysts have marginally lowered their average price target for Computershare, with updated estimates moving from approximately A$38.67 to A$38.24. This reflects cautious optimism about the company’s financial outlook given current revenue indicators and manageable currency impacts.分析記事 • Oct 03
Why The 21% Return On Capital At Computershare (ASX:CPU) Should Have Your Attention
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...ナラティブの更新 • Sep 26
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
Despite a slight decline in consensus revenue growth forecasts, steady valuation metrics have resulted in the Analyst Price Target for Computershare edging up marginally from A$38.24 to A$38.67. What's in the News Computershare Limited announced an ordinary dividend of AUD 0.48 per share for the six months ended June 30, 2025.分析記事 • Sep 19
Some Shareholders Feeling Restless Over Computershare Limited's (ASX:CPU) P/E Ratio
With a price-to-earnings (or "P/E") ratio of 23.7x Computershare Limited ( ASX:CPU ) may be sending bearish signals at...ナラティブの更新 • Sep 11
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
The significant increase in Computershare’s future P/E ratio suggests expectations of lower earnings growth or a higher valuation premium, while minimal changes in the price target and discount rate indicate stable analyst sentiment overall, resulting in the consensus price target edging down marginally from A$38.80 to A$38.24. What's in the News Announced ordinary dividend of AUD 0.48 per share for the six months ended June 30, 2025.分析記事 • Sep 06
Is Computershare (ASX:CPU) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブの更新 • Aug 27
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
The minor upward revision in Computershare's analyst price target to A$38.95 reflects increased forecasts for both future earnings multiples and revenue growth. What's in the News Computershare announced an ordinary dividend of AUD 0.48 per share for the six months ended June 30, 2025.分析記事 • Aug 14
Computershare's (ASX:CPU) Upcoming Dividend Will Be Larger Than Last Year's
The board of Computershare Limited ( ASX:CPU ) has announced that it will be paying its dividend of $0.48 on the 15th...分析記事 • Aug 10
A Look At The Intrinsic Value Of Computershare Limited (ASX:CPU)
Key Insights Computershare's estimated fair value is AU$36.68 based on 2 Stage Free Cash Flow to Equity With AU$41.26...分析記事 • Jun 29
If EPS Growth Is Important To You, Computershare (ASX:CPU) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • May 24
Computershare Limited's (ASX:CPU) Share Price Could Signal Some Risk
Computershare Limited's ( ASX:CPU ) price-to-earnings (or "P/E") ratio of 27.4x might make it look like a strong sell...
新しいナラティブ • Mar 16
Investments In Digitization And AI In Issuer Services Will Improve Future Operational Efficiencies
Focus on core businesses and digital investments in Issuer Services may enhance operational efficiencies, boosting earnings and net margins.株主還元
| CPU | AU Professional Services | AU 市場 | |
|---|---|---|---|
| 7D | 11.4% | 1.5% | -2.3% |
| 1Y | -20.1% | -8.4% | 2.2% |
業界別リターン: CPU過去 1 年間で-8.4 % の収益を上げたAustralian Professional Services業界を下回りました。
リターン対市場: CPUは、過去 1 年間で2.2 % のリターンを上げたAustralian市場を下回りました。
価格変動
| CPU volatility | |
|---|---|
| CPU Average Weekly Movement | 3.4% |
| Professional Services Industry Average Movement | 8.1% |
| Market Average Movement | 10.4% |
| 10% most volatile stocks in AU Market | 17.5% |
| 10% least volatile stocks in AU Market | 4.4% |
安定した株価: CPU 、 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: CPUの 週次ボラティリティ ( 3% ) 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 |
|---|---|---|---|
| 1978 | 12,891 | Stuart Irving | www.computershare.com |
コンピュータシェア・リミテッドは、発行体サービス、コーポレート・トラストサービス、従業員株式プラン・伝票サービス、通信・ユーティリティサービス、テクノロジー・オペレーションサービス、抵当権設定・不動産賃貸サービスを提供している。発行体サービス（登記簿管理、コーポレートアクション、ステークホルダー・リレーションシップ・マネジメント、コーポレート・ガバナンス、関連サービスなど）、企業信託サービス（信託、代理店サービスなど）、住宅ローン・不動産賃貸サービス（借家債券保護サービスなど）、従業員株式プラン・バウチャーサービス（従業員株式プラン・オプションプランの管理・関連サービス、育児バウチャー管理サービスなど）を提供している。同社はまた、文書作成・印刷、インテリジェント・メーリング、インバウンド・プロセス・オートメーション、スキャニング、電子配信からなるコミュニケーション・サービスとユーティリティ事業も提供している。さらに、株式登録や金融サービスのソフトウェア・ソリューション、オペレーションやシェアード・サービスなどのテクノロジー・サービスも提供している。同社はアジア、オーストラリア、ニュージーランド、カナダ、ヨーロッパ大陸、英国、チャンネル諸島、アイルランド、アフリカ、米国で事業を展開している。コンピュータシェアは1978年に設立され、オーストラリアのアボッツフォードに本社を置く。
Computershare Limited 基礎のまとめ
| CPU 基礎統計学 | |
|---|---|
| 時価総額 | AU$19.16b |
| 収益（TTM） | AU$840.05m |
| 売上高(TTM) | AU$4.48b |
22.8x
PER（株価収益率4.3x
P/SレシオCPU は割高か？
公正価値と評価分析を参照収益と収入
| CPU 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.19b |
| 売上原価 | US$2.29b |
| 売上総利益 | US$896.10m |
| その他の費用 | US$298.46m |
| 収益 | US$597.64m |
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） | 1.03 |
| グロス・マージン | 28.11% |
| 純利益率 | 18.74% |
| 有利子負債／自己資本比率 | 77.2% |
CPU 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
3.2%
現在の配当利回り68%
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 | 2026/05/19 17:57 |
| 終値 | 2026/05/19 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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
Computershare Limited 12 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。24
| アナリスト | 機関 |
|---|---|
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Andrew Adams | Barrenjoey Markets Pty Limited |
| Lafitani Sotiriou | Bell Potter |