View ValuationMader Group 将来の成長Future 基準チェック /46Mader Group利益と収益がそれぞれ年間12.7%と10.5%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23.8% 11.7%なると予測されています。主要情報12.7%収益成長率11.74%EPS成長率Commercial Services 収益成長12.2%収益成長率10.5%将来の株主資本利益率23.77%アナリストカバレッジLow最終更新日14 Jul 2026今後の成長に関する最新情報お知らせ • Feb 25Mader Group Limited Reaffirms Earning Guidance for the Fiscal Year 2026Mader Group Limited reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenue to be at least $1 billion, delivering at least $65 million of NPAT.お知らせ • Feb 25+ 1 more updateMader Group Limited Reaffirms Financial Guidance for the Fiscal Year 2025Mader Group Limited reaffirmed financial guidance for the fiscal year 2025. The Group reaffirms its fiscal year 2025 market guidance of delivering revenue of at least $870 million and NPAT of at least $57 million.お知らせ • Nov 01Mader Group Limited Reaffirms Earnings Forecast for Fiscal Year 2024Mader Group Limited reaffirmed earnings forecast for Fiscal year 2024. For the year, the company reported the compounding effect of additional revenue streams coupled with a robust market outlook and sustained operational discipline, provides Mader with the confidence to reaffirm forecast FY24 guidance of at least $770 million revenue and at least $50 million NPAT.お知らせ • Aug 22+ 1 more updateMader Group Limited Provides Earnings Guidance for Fiscal Year 2024Mader Group Limited provided earnings guidance for fiscal year 2024. The company expects that FY24 revenue will be at least $770 million, delivering an NPAT of at least $50 million.すべての更新を表示Recent updatesBoard Change • May 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • May 01No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Feb 25Mader Group Limited Reaffirms Earning Guidance for the Fiscal Year 2026Mader Group Limited reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenue to be at least $1 billion, delivering at least $65 million of NPAT.お知らせ • Feb 10Mader Group Limited to Report First Half, 2026 Results on Feb 24, 2026Mader Group Limited announced that they will report first half, 2026 results on Feb 24, 2026Board Change • Dec 24No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Sep 05Mader Group Limited, Annual General Meeting, Oct 31, 2025Mader Group Limited, Annual General Meeting, Oct 31, 2025. Location: hkew alpha building, 2 george wiencke drive, perth airport, wa 6105 AustraliaDeclared Dividend • Aug 28Final dividend increased to AU$0.048Dividend of AU$0.048 is 20% higher than last year. Ex-date: 18th September 2025 Payment date: 3rd October 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 45%.Reported Earnings • Aug 27Full year 2025 earnings released: EPS: AU$0.28 (vs AU$0.25 in FY 2024)Full year 2025 results: EPS: AU$0.28 (up from AU$0.25 in FY 2024). Revenue: AU$872.2m (up 13% from FY 2024). Net income: AU$57.1m (up 13% from FY 2024). Profit margin: 6.6% (up from 6.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Commercial Services industry in Australia.Board Change • Aug 18No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 12Mader Group Limited to Report Fiscal Year 2025 Results on Aug 26, 2025Mader Group Limited announced that they will report fiscal year 2025 results on Aug 26, 2025お知らせ • Feb 25+ 1 more updateMader Group Limited Reaffirms Financial Guidance for the Fiscal Year 2025Mader Group Limited reaffirmed financial guidance for the fiscal year 2025. The Group reaffirms its fiscal year 2025 market guidance of delivering revenue of at least $870 million and NPAT of at least $57 million.お知らせ • Feb 11Mader Group Limited to Report First Half, 2025 Results on Feb 25, 2025Mader Group Limited announced that they will report first half, 2025 results on Feb 25, 2025Board Change • Feb 04No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Dec 24No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Oct 24CEO & Executive Director recently sold AU$575k worth of stockOn the 21st of October, Justin Nuich sold around 100k shares on-market at roughly AU$5.75 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Justin has been a net seller over the last 12 months, reducing personal holdings by AU$505k.Upcoming Dividend • Sep 12Upcoming dividend of AU$0.04 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 04 October 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Australian dividend payers (6.2%). Lower than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Aug 26Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to AU$5.29, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Commercial Services industry in Australia. Total returns to shareholders of 389% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$10.53 per share.お知らせ • Aug 21+ 1 more updateMader Group Limited Declares Final Fiscal 2024 Fully Franked Dividend, Payable October 4, 2024On 20 August 2024, Mader Group Limited declared a final fiscal 2024 fully franked dividend of 4.0 cents per share, taking total dividends declared in relation to fiscal 2024 to 7.8 cents per share fully franked. This represents an underlying NPAT payout ratio of 31% and an increase in dividend payments by 34% versus PCP. The record date is 20 September 2024, with a payment date of 4 October 2024.Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$0.25 (vs AU$0.19 in FY 2023)Full year 2024 results: EPS: AU$0.25 (up from AU$0.19 in FY 2023). Revenue: AU$774.5m (up 27% from FY 2023). Net income: AU$50.4m (up 31% from FY 2023). Profit margin: 6.5% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 16Mader Group Limited, Annual General Meeting, Oct 11, 2024Mader Group Limited, Annual General Meeting, Oct 11, 2024. Location: hkew alpha building, 2 george wiencke drive, perth airport, wa 6105, perth Australiaお知らせ • Aug 06Mader Group Limited to Report Fiscal Year 2024 Results on Aug 20, 2024Mader Group Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 20, 2024Recent Insider Transactions • Jun 23Founder & Executive Chairman recently sold AU$61m worth of stockOn the 19th of June, Luke Mader sold around 10m shares on-market at roughly AU$6.15 per share. This transaction amounted to 8.8% 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 Luke's only on-market trade for the last 12 months.Upcoming Dividend • Mar 13Upcoming dividend of AU$0.038 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.12 (vs AU$0.088 in 1H 2023)First half 2024 results: EPS: AU$0.12 (up from AU$0.088 in 1H 2023). Revenue: AU$374.4m (up 34% from 1H 2023). Net income: AU$24.3m (up 38% from 1H 2023). Profit margin: 6.5% (up from 6.3% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 07Mader Group Limited to Report First Half, 2024 Results on Feb 20, 2024Mader Group Limited announced that they will report first half, 2024 results on Feb 20, 2024お知らせ • Nov 01Mader Group Limited Reaffirms Earnings Forecast for Fiscal Year 2024Mader Group Limited reaffirmed earnings forecast for Fiscal year 2024. For the year, the company reported the compounding effect of additional revenue streams coupled with a robust market outlook and sustained operational discipline, provides Mader with the confidence to reaffirm forecast FY24 guidance of at least $770 million revenue and at least $50 million NPAT.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$6.71, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Commercial Services industry in Australia. Total returns to shareholders of 637% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$12.00 per share.お知らせ • Sep 29Mader Group Limited, Annual General Meeting, Nov 23, 2023Mader Group Limited, Annual General Meeting, Nov 23, 2023, at 09:00 W. Australia Standard Time. Location: Hkew Alpha Building 2 George Wiencke Drive Perth Airport Western Australia AustraliaValuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to AU$6.24, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Commercial Services industry in Australia. Total returns to shareholders of 651% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$11.33 per share.Upcoming Dividend • Sep 12Upcoming dividend of AU$0.034 per share at 0.9% yieldEligible shareholders must have bought the stock before 19 September 2023. Payment date: 04 October 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (2.1%).お知らせ • Aug 22+ 1 more updateMader Group Limited Provides Earnings Guidance for Fiscal Year 2024Mader Group Limited provided earnings guidance for fiscal year 2024. The company expects that FY24 revenue will be at least $770 million, delivering an NPAT of at least $50 million.Buying Opportunity • Jul 28Now 21% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be AU$8.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.お知らせ • Jul 25Mader Group Limited to Report Fiscal Year 2023 Results on Aug 22, 2023Mader Group Limited announced that they will report fiscal year 2023 results on Aug 22, 2023Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$5.61, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 20x in the Commercial Services industry in Australia. Total returns to shareholders of 588% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.86 per share.Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$5.09, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Commercial Services industry in Australia. Total returns to shareholders of 578% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$6.04 per share.Board Change • Mar 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Non-Executive Chairman Jim Walker was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.業績と収益の成長予測CHIA:MAD - 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6/30/20281,229846910546/30/20271,12076498746/30/20261,007663672412/31/2025946624171N/A9/30/2025909594274N/A6/30/2025872574377N/A3/31/2025842553674N/A12/31/2024812523071N/A9/30/2024793512970N/A6/30/2024774502869N/A3/31/2024739482870N/A12/31/2023703452971N/A9/30/2023656421156N/A6/30/202360939-641N/A3/31/202355336-1729N/A12/31/202249733-2918N/A9/30/202245031-1627N/A6/30/202240228-435N/A3/31/202237525032N/A12/31/202134823529N/A9/30/202132621523N/A6/30/202130419516N/A3/31/2021293191021N/A12/31/2020282181426N/A9/30/2020278181023N/A6/30/202027418620N/A3/31/202026216520N/A12/31/201925115419N/A9/30/201924015N/A14N/A6/30/201922915N/A10N/A3/31/201923415N/A5N/A12/31/201823915N/A0N/A9/30/201818411N/A2N/A6/30/20181297N/A5N/A6/30/2017793N/A0N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MADの予測収益成長率 (年間12.7% ) は 貯蓄率 ( 3.6% ) を上回っています。収益対市場: MADの収益 ( 12.7% ) はAustralian市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: MAD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: MADの収益 ( 10.5% ) Australian市場 ( 5.8% ) よりも速いペースで成長すると予測されています。高い収益成長: MADの収益 ( 10.5% ) 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: MAD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 ( 23.8 %)成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance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2026/07/15 07:33終値2026/07/15 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Mader Group Limited 4 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。6 アナリスト機関Hamish MurrayBell PotterJoseph HouseBell PotterMitchell SonoganMacquarie Research3 その他のアナリストを表示
お知らせ • Feb 25Mader Group Limited Reaffirms Earning Guidance for the Fiscal Year 2026Mader Group Limited reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenue to be at least $1 billion, delivering at least $65 million of NPAT.
お知らせ • Feb 25+ 1 more updateMader Group Limited Reaffirms Financial Guidance for the Fiscal Year 2025Mader Group Limited reaffirmed financial guidance for the fiscal year 2025. The Group reaffirms its fiscal year 2025 market guidance of delivering revenue of at least $870 million and NPAT of at least $57 million.
お知らせ • Nov 01Mader Group Limited Reaffirms Earnings Forecast for Fiscal Year 2024Mader Group Limited reaffirmed earnings forecast for Fiscal year 2024. For the year, the company reported the compounding effect of additional revenue streams coupled with a robust market outlook and sustained operational discipline, provides Mader with the confidence to reaffirm forecast FY24 guidance of at least $770 million revenue and at least $50 million NPAT.
お知らせ • Aug 22+ 1 more updateMader Group Limited Provides Earnings Guidance for Fiscal Year 2024Mader Group Limited provided earnings guidance for fiscal year 2024. The company expects that FY24 revenue will be at least $770 million, delivering an NPAT of at least $50 million.
Board Change • May 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • May 01No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Feb 25Mader Group Limited Reaffirms Earning Guidance for the Fiscal Year 2026Mader Group Limited reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenue to be at least $1 billion, delivering at least $65 million of NPAT.
お知らせ • Feb 10Mader Group Limited to Report First Half, 2026 Results on Feb 24, 2026Mader Group Limited announced that they will report first half, 2026 results on Feb 24, 2026
Board Change • Dec 24No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. No independent directors (4 non-independent directors). CEO & Executive Director Justin Nuich was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Sep 05Mader Group Limited, Annual General Meeting, Oct 31, 2025Mader Group Limited, Annual General Meeting, Oct 31, 2025. Location: hkew alpha building, 2 george wiencke drive, perth airport, wa 6105 Australia
Declared Dividend • Aug 28Final dividend increased to AU$0.048Dividend of AU$0.048 is 20% higher than last year. Ex-date: 18th September 2025 Payment date: 3rd October 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 45%.
Reported Earnings • Aug 27Full year 2025 earnings released: EPS: AU$0.28 (vs AU$0.25 in FY 2024)Full year 2025 results: EPS: AU$0.28 (up from AU$0.25 in FY 2024). Revenue: AU$872.2m (up 13% from FY 2024). Net income: AU$57.1m (up 13% from FY 2024). Profit margin: 6.6% (up from 6.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Commercial Services industry in Australia.
Board Change • Aug 18No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 12Mader Group Limited to Report Fiscal Year 2025 Results on Aug 26, 2025Mader Group Limited announced that they will report fiscal year 2025 results on Aug 26, 2025
お知らせ • Feb 25+ 1 more updateMader Group Limited Reaffirms Financial Guidance for the Fiscal Year 2025Mader Group Limited reaffirmed financial guidance for the fiscal year 2025. The Group reaffirms its fiscal year 2025 market guidance of delivering revenue of at least $870 million and NPAT of at least $57 million.
お知らせ • Feb 11Mader Group Limited to Report First Half, 2025 Results on Feb 25, 2025Mader Group Limited announced that they will report first half, 2025 results on Feb 25, 2025
Board Change • Feb 04No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Dec 24No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Founder & Executive Chairman Luke Mader was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Oct 24CEO & Executive Director recently sold AU$575k worth of stockOn the 21st of October, Justin Nuich sold around 100k shares on-market at roughly AU$5.75 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Justin has been a net seller over the last 12 months, reducing personal holdings by AU$505k.
Upcoming Dividend • Sep 12Upcoming dividend of AU$0.04 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 04 October 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Australian dividend payers (6.2%). Lower than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to AU$5.29, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Commercial Services industry in Australia. Total returns to shareholders of 389% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$10.53 per share.
お知らせ • Aug 21+ 1 more updateMader Group Limited Declares Final Fiscal 2024 Fully Franked Dividend, Payable October 4, 2024On 20 August 2024, Mader Group Limited declared a final fiscal 2024 fully franked dividend of 4.0 cents per share, taking total dividends declared in relation to fiscal 2024 to 7.8 cents per share fully franked. This represents an underlying NPAT payout ratio of 31% and an increase in dividend payments by 34% versus PCP. The record date is 20 September 2024, with a payment date of 4 October 2024.
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$0.25 (vs AU$0.19 in FY 2023)Full year 2024 results: EPS: AU$0.25 (up from AU$0.19 in FY 2023). Revenue: AU$774.5m (up 27% from FY 2023). Net income: AU$50.4m (up 31% from FY 2023). Profit margin: 6.5% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 16Mader Group Limited, Annual General Meeting, Oct 11, 2024Mader Group Limited, Annual General Meeting, Oct 11, 2024. Location: hkew alpha building, 2 george wiencke drive, perth airport, wa 6105, perth Australia
お知らせ • Aug 06Mader Group Limited to Report Fiscal Year 2024 Results on Aug 20, 2024Mader Group Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 20, 2024
Recent Insider Transactions • Jun 23Founder & Executive Chairman recently sold AU$61m worth of stockOn the 19th of June, Luke Mader sold around 10m shares on-market at roughly AU$6.15 per share. This transaction amounted to 8.8% 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 Luke's only on-market trade for the last 12 months.
Upcoming Dividend • Mar 13Upcoming dividend of AU$0.038 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.12 (vs AU$0.088 in 1H 2023)First half 2024 results: EPS: AU$0.12 (up from AU$0.088 in 1H 2023). Revenue: AU$374.4m (up 34% from 1H 2023). Net income: AU$24.3m (up 38% from 1H 2023). Profit margin: 6.5% (up from 6.3% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 07Mader Group Limited to Report First Half, 2024 Results on Feb 20, 2024Mader Group Limited announced that they will report first half, 2024 results on Feb 20, 2024
お知らせ • Nov 01Mader Group Limited Reaffirms Earnings Forecast for Fiscal Year 2024Mader Group Limited reaffirmed earnings forecast for Fiscal year 2024. For the year, the company reported the compounding effect of additional revenue streams coupled with a robust market outlook and sustained operational discipline, provides Mader with the confidence to reaffirm forecast FY24 guidance of at least $770 million revenue and at least $50 million NPAT.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$6.71, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Commercial Services industry in Australia. Total returns to shareholders of 637% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$12.00 per share.
お知らせ • Sep 29Mader Group Limited, Annual General Meeting, Nov 23, 2023Mader Group Limited, Annual General Meeting, Nov 23, 2023, at 09:00 W. Australia Standard Time. Location: Hkew Alpha Building 2 George Wiencke Drive Perth Airport Western Australia Australia
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to AU$6.24, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Commercial Services industry in Australia. Total returns to shareholders of 651% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$11.33 per share.
Upcoming Dividend • Sep 12Upcoming dividend of AU$0.034 per share at 0.9% yieldEligible shareholders must have bought the stock before 19 September 2023. Payment date: 04 October 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (2.1%).
お知らせ • Aug 22+ 1 more updateMader Group Limited Provides Earnings Guidance for Fiscal Year 2024Mader Group Limited provided earnings guidance for fiscal year 2024. The company expects that FY24 revenue will be at least $770 million, delivering an NPAT of at least $50 million.
Buying Opportunity • Jul 28Now 21% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be AU$8.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
お知らせ • Jul 25Mader Group Limited to Report Fiscal Year 2023 Results on Aug 22, 2023Mader Group Limited announced that they will report fiscal year 2023 results on Aug 22, 2023
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$5.61, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 20x in the Commercial Services industry in Australia. Total returns to shareholders of 588% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.86 per share.
Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$5.09, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Commercial Services industry in Australia. Total returns to shareholders of 578% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$6.04 per share.
Board Change • Mar 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Non-Executive Chairman Jim Walker was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.