IPH Limited

ASX:IPH 株式レポート

時価総額:AU$930.3m

IPH 将来の成長

Future 基準チェック /26

IPH利益と収益がそれぞれ年間8.8%と1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.8% 12.5%なると予測されています。

主要情報

8.8%

収益成長率

12.52%

EPS成長率

Professional Services 収益成長11.3%
収益成長率1.0%
将来の株主資本利益率20.77%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 Apr 29

IPH: Share Buyback And Interim Dividend Will Support Future Re-Rating

Analysts have trimmed their price target on IPH by A$0.02 to reflect slightly lower discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News The Board of Directors of IPH Limited authorized a share buyback plan on 19 February 2026 as part of the company’s capital management approach (Key Developments).
ナラティブの更新 Apr 14

IPH: Share Buyback And Higher Interim Dividend Will Support Future Re-Rating

Analysts have left their fair value estimate for IPH unchanged at A$4.80, with only minor tweaks to the discount rate and long term assumptions. As a result, the latest price target shift is marginal in absolute terms.
ナラティブの更新 Mar 31

IPH: Share Buyback And Rising Dividend Will Support Future Re-Rating

Analysts have nudged their price target on IPH slightly higher to A$4.80, reflecting small adjustments to the discount rate and long term assumptions on revenue growth, profit margin and future P/E that leave the overall valuation framework broadly unchanged. What's in the News The Board of Directors authorized a buyback plan on 19 February 2026, signaling continued focus on capital management (Key Developments).
ナラティブの更新 Mar 17

IPH: Share Buyback And Growing Dividends Will Support Future Re-Rating

Analysts have maintained their A$4.80 price target for IPH, citing only minor adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their assessment of the stock’s valuation. What's in the News The Board of Directors of IPH Limited authorized a buyback plan on 19 February 2026, adding a new capital management lever to the existing framework (Key Developments).
ナラティブの更新 Mar 03

IPH: Buyback And Rising Margins Will Drive Future Re-Rating

Analysts have trimmed their price target on IPH to A$4.80 from A$5.22. This reflects updated assumptions that include a lower fair value, a slightly higher discount rate, more cautious revenue growth and a reduced future P/E multiple, partly offset by a higher profit margin forecast.
ナラティブの更新 Feb 17

IPH: Index Removal And Higher Future P/E Will Set Up Re-Rating

Analysts have trimmed their price target on IPH by A$0.02. Slightly higher discount rate assumptions and small adjustments to fair value, revenue growth and profit margin forecasts are only partly offset by a higher future P/E multiple.
ナラティブの更新 Feb 03

IPH: Index Changes And CEO Transition Will Support Steady Future Outlook

Analysts have nudged their price targets for IPH slightly higher, reflecting updated assumptions around a fair value of A$3.95, a marginally lower discount rate and small changes in revenue growth, profit margin and future P/E expectations. Together, these factors support a modestly improved outlook for the shares.
ナラティブの更新 Jan 20

IPH: Index Removal And Leadership Change Will Shape Steady Outlook

Analysts have trimmed their price target on IPH to A$3.95. This reflects updated assumptions that keep fair value steady while fine tuning discount rate, revenue growth, profit margin and future P/E inputs.
ナラティブの更新 Jan 06

IPH: Index Removal And CEO Transition Will Set Up Future Re-Rating

Analysts have nudged their price target for IPH slightly lower, citing a modest recalibration of fair value, discount rate, revenue growth and profit margin assumptions, alongside a small adjustment to the forward P/E multiple. What's in the News IPH Limited was removed from the S&P/ASX 200 Index, reflecting a change in its index eligibility or weighting criteria rather than an operational update (Key Developments).
ナラティブの更新 Dec 14

IPH: Leadership Transition Will Support Future Earnings Multiple Recovery

Analysts have trimmed their price target on IPH from A$4.90 to A$3.95. This reflects expectations of slightly higher discount rates, modestly stronger revenue growth, but lower future profit margins and valuation multiples.
ナラティブの更新 Nov 28

IPH: Forward Margin Improvement Will Drive Upside Despite Leadership Transition

Analysts have revised their price target for IPH, lowering the fair value estimate from $5.86 to $5.46. This reflects expectations of slower revenue growth and a higher discount rate, while noting a modest improvement in profit margins and a decrease in the forward P/E ratio.
分析記事 Nov 13

Shareholders Will Probably Hold Off On Increasing IPH Limited's (ASX:IPH) CEO Compensation For The Time Being

Key Insights IPH's Annual General Meeting to take place on 20th of November Salary of AU$1.38m is part of CEO Andrew...
分析記事 Aug 27

IPH's (ASX:IPH) Solid Earnings May Rest On Weak Foundations

The market shrugged off IPH Limited's ( ASX:IPH ) solid earnings report. We think that investors might be worried about...
ナラティブの更新 Aug 22

Integration Of Bereskin & Parr And Share Buyback To Benefit Shareholders

The consensus price target for IPH has been reduced from A$6.33 to A$5.86, primarily reflecting lower revenue growth forecasts and a contraction in the expected future P/E multiple. What's in the News IPH Limited declared a final dividend of 19.5 cps, 30% franked, up 3% on the previous year's final dividend; FY25 total dividends are 36.5 cps, up 4% on the prior year.
User avatar
新しいナラティブ Feb 09

Canadian Acquisitions Will Expand IP Market Presence And Drive Future Growth

Acquisitions in Canada and regional operating models aim to expand market share and enhance management effectiveness, supporting revenue and earnings growth.
分析記事 Dec 18

There's Reason For Concern Over IPH Limited's (ASX:IPH) Price

IPH Limited's ( ASX:IPH ) price-to-earnings (or "P/E") ratio of 23.1x might make it look like a sell right now compared...
分析記事 Aug 31

We Think That There Are More Issues For IPH (ASX:IPH) Than Just Sluggish Earnings

The market shrugged off IPH Limited's ( ASX:IPH ) weak earnings report last week. We looked at the details, and we...
分析記事 May 10

Subdued Growth No Barrier To IPH Limited's (ASX:IPH) Price

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 Apr 06

IPH (ASX:IPH) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Sep 05

Should You Be Adding IPH (ASX:IPH) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 Apr 17

Is IPH (ASX:IPH) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Feb 23

A Look At The Fair Value Of IPH Limited (ASX:IPH)

Key Insights IPH's estimated fair value is AU$7.85 based on 2 Stage Free Cash Flow to Equity IPH's AU$8.21 share price...
分析記事 Nov 19

A Look At The Fair Value Of IPH Limited (ASX:IPH)

How far off is IPH Limited ( ASX:IPH ) from its intrinsic value? Using the most recent financial data, we'll take a...
分析記事 Aug 21

IPH (ASX:IPH) Has Announced That It Will Be Increasing Its Dividend To A$0.16

IPH Limited's ( ASX:IPH ) dividend will be increasing from last year's payment of the same period to A$0.16 on 16th of...
分析記事 Jun 28

Estimating The Intrinsic Value Of IPH Limited (ASX:IPH)

How far off is IPH Limited ( ASX:IPH ) from its intrinsic value? Using the most recent financial data, we'll take a...
分析記事 Feb 19

IPH (ASX:IPH) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

業績と収益の成長予測

ASX:IPH - アナリストの将来予測と過去の財務データ ( )AUD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/20287541071551547
6/30/20277401011411467
6/30/2026730911261337
12/31/202572973141144N/A
9/30/202571771133139N/A
6/30/202570669126134N/A
3/31/202569073118127N/A
12/31/202467477110120N/A
9/30/202464069116126N/A
6/30/202460661121132N/A
3/31/202456959113124N/A
12/31/202353257105116N/A
9/30/20235086195104N/A
6/30/2023483658592N/A
3/31/2023447618794N/A
12/31/2022412579096N/A
9/30/2022393558995N/A
6/30/2022374538895N/A
3/31/2022371528592N/A
12/31/2021367518289N/A
9/30/2021363528491N/A
6/30/2021360548693N/A
3/31/2021364549197N/A
12/31/20203675495101N/A
9/30/2020367558994N/A
6/30/2020366558288N/A
3/31/2020337557480N/A
12/31/2019309566672N/A
9/30/201928155N/A67N/A
6/30/201925353N/A62N/A
3/31/201924949N/A58N/A
12/31/201824545N/A55N/A
9/30/201823343N/A51N/A
6/30/201822241N/A46N/A
3/31/201820741N/A45N/A
12/31/201719240N/A44N/A
9/30/201718842N/A47N/A
6/30/201718343N/A50N/A
3/31/201717743N/A45N/A
12/31/201617143N/A40N/A
9/30/201616341N/A41N/A
6/30/201615439N/A42N/A
3/31/201613837N/A42N/A
12/31/201512236N/A42N/A
9/30/201510533N/A37N/A
6/30/20158930N/A32N/A

アナリストによる今後の成長予測

収入対貯蓄率: IPHの予測収益成長率 (年間8.8% ) は 貯蓄率 ( 3.6% ) を上回っています。

収益対市場: IPHの収益 ( 8.8% ) Australian市場 ( 11.9% ) よりも低い成長が予測されています。

高成長収益: IPHの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: IPHの収益 ( 1% ) Australian市場 ( 6.1% ) よりも低い成長が予測されています。

高い収益成長: IPHの収益 ( 1% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: IPHの 自己資本利益率 は、3年後には高くなると予測されています ( 20.8 %)


成長企業の発掘

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2026/05/20 06:22
終値2026/05/20 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

IPH Limited 7 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
Aryan NoroziBarrenjoey Markets Pty Limited
Conor O’PreyCanaccord Genuity
Damen KloecknerCLSA