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IPH Limited

ASX:IPH 株式レポート

時価総額:AU$833.6m

  • 会社概要
    • 評価
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    • 過去の実績
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    • 配当金
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IPH 過去の業績

過去 基準チェック /56

IPHは、平均年間8.9%の収益成長を遂げていますが、 Professional Services業界の収益は、年間 成長しています。収益は、平均年間9.2% 16.7%収益成長率で 成長しています。 IPHの自己資本利益率は12.9%であり、純利益率は11.3%です。

主要情報

8.86%

収益成長率

3.82%

EPS成長率

Professional Services 業界の成長8.75%
収益成長率16.74%
株主資本利益率12.92%
ネット・マージン11.32%
前回の決算情報30 Jun 2026

最近の業績更新

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...

Recent updates

User avatar
ナラティブ更新 • Aug 21

IPH: CEO Transition And Capital Returns Will Support Future Re-Rating

Analysts have trimmed their price target for IPH to A$4.31 from A$4.80 as updated assumptions show a slightly higher discount rate, modestly adjusted revenue growth expectations, and a lower future P/E multiple and profit margin outlook. What's in the News for IPH IPH announced the appointment of Anthony (Tony) O'Malley as the new Chief Executive Officer, with the role effective from July 1, 2026.
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ナラティブ更新 • Jun 29

IPH: New Leadership Transition Will Support Stronger Profitability Outlook

Analysts have trimmed their price targets for IPH to A$5.40 from A$6.50 as they factor in a lower assumed revenue growth rate, a slightly higher discount rate and a reduced future P/E multiple, partly offset by a modestly higher profit margin outlook. What's in the News for IPH IPH appointed Anthony (Tony) O'Malley as the new Chief Executive Officer, with the role effective from July 1, 2026.
User avatar
ナラティブ更新 • Jun 15

IPH: Leadership Transition Will Sustain Overvaluation Concerns Despite Stable Fundamentals

Analysts have made only a modest adjustment to their A$ price target for IPH, reflecting relatively unchanged fair value at A$3.74, along with small tweaks to the discount rate, revenue growth expectations, profit margin and future P/E assumptions. What's in the News IPH appointed Anthony (Tony) O'Malley as the new Chief Executive Officer, effective July 1, 2026.
User avatar
ナラティブ更新 • Jun 01

IPH: Updated Assumptions Will Support A Balanced Yet Cautious Future Outlook

Analysts have trimmed their price target on IPH from A$3.95 to A$3.74, reflecting updated assumptions that now factor in lower revenue growth expectations, a slightly higher discount rate, modestly stronger profit margins and a higher future P/E multiple. What's in the News No recent company specific news items or key developments for IPH have been provided in the available sources.
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ナラティブ更新 • 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).
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ナラティブ更新 • 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.
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ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
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ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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...
User avatar
ナラティブ更新 • 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...

収支内訳

IPH の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

ASX:IPH 収益、費用、利益 ( )AUD Millions
日付収益収益G+A経費研究開発費
30 Jun 26710801930
31 Mar 26719771960
31 Dec 25729731980
30 Sep 25717711950
30 Jun 25706691910
31 Mar 25690731860
31 Dec 24674771810
30 Sep 24640691690
30 Jun 24606611580
31 Mar 24569591520
31 Dec 23532571450
30 Sep 23508611400
30 Jun 23483651350
31 Mar 23447611260
31 Dec 22412571170
30 Sep 22393551140
30 Jun 22374531100
31 Mar 22371521100
31 Dec 21367511090
30 Sep 21363521100
30 Jun 21360541100
31 Mar 21364541110
31 Dec 20367541120
30 Sep 20367551120
30 Jun 20366551130
31 Mar 20337551070
31 Dec 19309561020
30 Sep 1928155950
30 Jun 1925353880
31 Mar 1924949870
31 Dec 1824545860
30 Sep 1823343820
30 Jun 1822241770
31 Mar 1820741700
31 Dec 1719240630
30 Sep 1718842610
30 Jun 1718343590
31 Mar 1717743570
31 Dec 1617143550
30 Sep 1616341520
30 Jun 1615439480
31 Mar 1613837410
31 Dec 1512236330
30 Sep 1510533260

質の高い収益: IPHは 高品質の収益 を持っています。

利益率の向上: IPHの現在の純利益率 (11.3%)は、昨年(9.7%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: IPHの収益は過去 5 年間で年間8.9%増加しました。

成長の加速: IPHの過去 1 年間の収益成長率 ( 16.9% ) は、5 年間の平均 ( 年間8.9%を上回っています。

収益対業界: IPHの過去 1 年間の収益成長率 ( 16.9% ) はProfessional Services業界5.4%を上回りました。


株主資本利益率

高いROE: IPHの 自己資本利益率 ( 12.9% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/15 09:00
終値2026/09/15 00:00
収益2026/06/30
年間収益2026/06/30

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
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アナリストのコンセンサス予想+プラス3年
  • 予想財務
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  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
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所有権10年
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* 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 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。13

アナリスト機関
Conor O’PreyCanaccord Genuity
Damen KloecknerCLSA
Richard AmlandCLSA

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