View ValuationWeb Travel Group 将来の成長Future 基準チェック /46Web Travel Group利益と収益がそれぞれ年間32.8%と10.8%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18.4% 32.3%なると予測されています。主要情報32.8%収益成長率32.29%EPS成長率Hospitality 収益成長13.5%収益成長率10.8%将来の株主資本利益率18.37%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 26Web Travel Group Limited to Report First Half, 2027 Results on Nov 18, 2026Web Travel Group Limited announced that they will report first half, 2027 results on Nov 18, 2026お知らせ • Nov 03Web Travel Group Limited to Report First Half, 2026 Results on Nov 19, 2025Web Travel Group Limited announced that they will report first half, 2026 results on Nov 19, 2025お知らせ • Jun 20Web Travel Group Limited Announces Board ChangesWeb Travel Group Limited announced that Melanie Wilson and Paul Scurrah will join the Company's Board as independent Non-Executive Directors, with effect from 1 July 2025, and that Brad Holman will retire as a director from 30 September 2025. Melanie Wilson is an experienced non-executive director with experience across both listed and unlisted companies. She is currently a Non-Executive Director at JB Hi-Fi and Oroton Group, previously chaired Baby Bunting Group and has been a Non-Executive Director of several listed companies including PropertyGuru, EML Payments and iSelect. Melanie will chair the Company's Remuneration and Nomination Committee when Brad Holman retires. Paul Scurrah has over 25 years' leadership experience spanning the aviation, travel, transport and logistics industries. He was previously CEO of Virgin Australia, Pacific National, DP World Australia, Queensland Rail and TravelOnline.com. Paul is currently a Non-Executive Director at RPMGlobal and on the advisory board of the Sports Australia Hall of Fame. He previously chaired WHIZZ Technologies and Australian Tourism Data Warehouse. He also previously held Non-Executive Director roles at Australia Post, Gold Coast Suns AFL Team, Asian Terminals (Manila) and AWH. Brad Holman has been a Non-Executive Director of Web Travel Group since 19 March 2014, Senior Independent Director since 22 February 2017 and Chair of the Company's Remuneration and Nomination Committee since 27 May 2020.お知らせ • Jun 17+ 1 more updateWeb Travel Group Limited to Report Q2, 2026 Results on Nov 19, 2025Web Travel Group Limited announced that they will report Q2, 2026 results on Nov 19, 2025お知らせ • Jun 03Web Travel Group Limited, Annual General Meeting, Aug 26, 2025Web Travel Group Limited, Annual General Meeting, Aug 26, 2025.お知らせ • May 28An undisclosed buyer acquired DMC operations of Web Travel Group Limited (ASX:WEB).An undisclosed buyer entered into an Asset Purchase Agreement to acquire DMC operations of Web Travel Group Limited (ASX:WEB) on March 25, 2025. The transaction is subject to approval of merger agreement by the board of Web Travel Group Limited. The deal has been approved by the board of Web Travel Group Limited. An undisclosed buyer completed the acquisition of DMC operations of Web Travel Group Limited (ASX:WEB) on April 30, 2025.Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. Independent Non-Executive Director Denise McComish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 18Web Travel Group Limited Appoints Rachel Wiseman as Independent Non-Executive Director, with Effect from 15 January 2025Web Travel Group Limited announced that Rachel Wiseman will join the Company's Board as an independent Non-Executive Director, with effect from 15 January 2025. Ms Wiseman has more than 20 years' experience leading transformation and innovation in major organizations across the tourism, technology, media and entertainment industries in Australia, the UK and New Zealand. She is currently CEO, Member Capital at NRMA and has led its strategy to diversify the business from motoring services to include tourism and transport services. Wiseman previously worked as General Manager Commercial Development at Tabcorp Holdings Limited and prior to that was Director Business Affairs for Fox Sports Australia. She started her career as a lawyer, holds an MBA, and is a graduate of the Harvard Business School Advanced Management Program.お知らせ • Nov 27Web Travel Group Limited (ASX:WEB) announces an Equity Buyback for AUD 150 million worth of its shares.Web Travel Group Limited (ASX:WEB) announces a share repurchase program. Under the program, the company will repurchase up to AUD 150 million worth of it's shares. The program will be valid till November 27, 2025. As of November 27, 2024, the company had 392,530,357 shares issued and outstanding.Board Change • Oct 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. Independent Non-Executive Director Denise McComish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 01Webjet Limited completed the Spin-Off of Webjet Group Limited (ASX:WJL).Webjet Limited agreed to Spin-Off Webjet B2C on May 22, 2024. The demerger, if pursued and completed, will create two standalone ASX-listed companies. Webjet B2C, Comprising the Company’s B2C businesses, Webjet OTA, GoSee and Trip Ninja. As of June 24, 2024, Katrina Barry has been appointed as Chief Executive Officer of Webjet B2C. As of August 8, 2024, If the Demerger Resolution is approved, eligible shareholders will be entitled to receive one Webjet B2C share for every Webjet Limited share held at the Demerger Record Date being September 24, 2024. Shareholders will also retain their existing Webjet Limited shares. Webjet Limited will also be renamed to WEB Travel Group Limited. The shareholders meeting is scheduled to be held on September 17, 2024. The Webjet Limited Board unanimously recommends that Webjet Limited shareholders vote in favor of the Demerger Resolution to be considered at the EGM. It is expected that B2C shares will commence trading on the ASX on September 23, 2024. Deloitte Touche Tohmatsu Australia, Deloitte Tax Services Pty Ltd. acted as accountants, DLA Piper Australia Pty Ltd acted as a legal advisor, Goldman Sachs Australia Pty Ltd acted as financial advisor, Computershare Investor Services Pty Limited acted as a transfer agent to Webjet Limited. Automic Pty Ltd. acted as a transfer agent to Webjet B2C. Webjet Limited completed the Spin-Off of Webjet Group Limited on September 30, 2024.お知らせ • Aug 10Webjet Limited to Report Fiscal Year 2025 Results on May 21, 2025Webjet Limited announced that they will report fiscal year 2025 results on May 21, 2025Board Change • Jun 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Denise McComish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 24Webjet Limited Announces Executive ChangesWebjet Limited (Company) continued to progress the potential separation of its two leading travel divisions, WebBeds and Webjet B2C, via a demerger. The Company announced the appointment of Katrina Barry as CEO of Webjet B2C. Katrina is an experienced technology executive who has held a range of executive roles including most recently as Global CEO of me&u from 2022 to 2024 and prior roles including Managing Director of Contiki Holidays and Trafalgar Tours across Australasia from 2014 to 2022. In her early career, Katrina was a lawyer before joining McKinsey & Company as a management consultant, working with Fortune 500 and ASX100 companies in retail, telecommunications, FMCG and financial services. In addition to her extensive executive experience, Katrina also has a unique understanding of Webjet B2C given her position as a Non-Executive Director of the Company since 2022. Katrina will commence in her new role 24 June 2024 and as such, has stepped down from the Webjet Limited Board effective immediately. Supporting Katrina will be Layton Shannos as CFO for Webjet B2C. Layton brings over a decade of leadership experience across a range of senior finance and corporate roles in the Webjet OTA business, including most recently as CFO of Webjet OTA.New Risk • May 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • May 23Full year 2024 earnings released: EPS: AU$0.19 (vs AU$0.038 in FY 2023)Full year 2024 results: EPS: AU$0.19 (up from AU$0.038 in FY 2023). Revenue: AU$471.5m (up 29% from FY 2023). Net income: AU$72.7m (up 401% from FY 2023). Profit margin: 15% (up from 4.0% in FY 2023). 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 6.4% growth forecast for the Hospitality industry in Australia. Over the last 3 years on average, earnings per share has increased by 156% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 18Webjet Limited to Report First Half, 2025 Results on Nov 25, 2024Webjet Limited announced that they will report first half, 2025 results on Nov 25, 2024お知らせ • May 03Webjet Limited, Annual General Meeting, Aug 29, 2024Webjet Limited, Annual General Meeting, Aug 29, 2024, at 09:00 E. Australia Standard Time.Reported Earnings • Nov 23First half 2024 earnings released: EPS: AU$0.12 (vs AU$0.011 in 1H 2023)First half 2024 results: EPS: AU$0.12 (up from AU$0.011 in 1H 2023). Revenue: AU$244.5m (up 39% from 1H 2023). Net income: AU$47.3m (up AU$43.3m from 1H 2023). Profit margin: 19% (up from 2.3% in 1H 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 7.2% growth forecast for the Hospitality industry in Australia. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 22Webjet Limited to Report Fiscal Year 2024 Results on May 22, 2024Webjet Limited announced that they will report fiscal year 2024 results on May 22, 2024お知らせ • Oct 13Webjet Limited Announces Executive AppointmentsWebjet Limited announced that Shelley Roberts will resign as a non-executive Director effective from the release of company's half year results on 22 November 2023. Shelley has been a non-executive Director of Webjet since April 2016 and a member of the Audit and Remunerationand Nomination Committees. In 2021 Shelley moved to the UK where she now resides. Katrina Barry, who commenced on the board in October 2022, will join the Audit Committee.Reported Earnings • May 24Full year 2023 earnings released: EPS: AU$0.038 (vs AU$0.22 loss in FY 2022)Full year 2023 results: EPS: AU$0.038 (up from AU$0.22 loss in FY 2022). Revenue: AU$364.4m (up 163% from FY 2022). Net income: AU$14.5m (up AU$99.5m from FY 2022). Profit margin: 4.0% (up from net loss in FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Australia. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 19Webjet Limited to Report Fiscal Year 2023 Results on May 24, 2023Webjet Limited announced that they will report fiscal year 2023 results on May 24, 2023お知らせ • May 11Webjet Limited Announces the Appointment of Meaghan Simpson as Joint Company SecretaryWebjet Limited announced the appointment of Ms Meaghan Simpson as Joint Company Secretary, effective 10 May 2023. The current Joint Company Secretary, Ms Ella Zhao, is taking parental leave commencing 25 May 2023.お知らせ • Feb 02Webjet Limited to Report First Half, 2024 Results on Nov 23, 2023Webjet Limited announced that they will report first half, 2024 results on Nov 23, 2023お知らせ • Dec 21Webjet Limited, Annual General Meeting, Aug 31, 2023Webjet Limited, Annual General Meeting, Aug 31, 2023.Buying Opportunity • Dec 20Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be AU$7.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions • Dec 14Independent Non-Executive Chairman recently sold AU$252k worth of stockOn the 8th of December, Roger Sharp sold around 40k shares on-market at roughly AU$6.31 per share. This transaction amounted to 17% 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 Roger's only on-market trade for the last 12 months.Reported Earnings • Nov 18First half 2023 earnings released: EPS: AU$0.011 (vs AU$0.11 loss in 1H 2022)First half 2023 results: EPS: AU$0.011 (up from AU$0.11 loss in 1H 2022). Revenue: AU$175.8m (up 154% from 1H 2022). Net income: AU$4.00m (up AU$46.5m from 1H 2022). Profit margin: 2.3% (up from net loss in 1H 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Australia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 20Full year 2022 earnings released: AU$0.22 loss per share (vs AU$0.60 loss in FY 2021)Full year 2022 results: AU$0.22 loss per share (up from AU$0.60 loss in FY 2021). Revenue: AU$138.7m (up 169% from FY 2021). Net loss: AU$85.0m (loss narrowed 59% from FY 2021). Over the next year, revenue is forecast to grow 133%, compared to a 36% growth forecast for the restaurants industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Sep 25Board Member recently sold AU$62k worth of stockOn the 23rd of September, Bradley Holman sold around 10k shares on-market at roughly AU$6.21 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$96k more than they bought in the last 12 months.Analyst Estimate Surprise Post Earnings • Feb 19Revenue misses expectationsRevenue missed analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 146%, compared to a 27% growth forecast for the Online Retail industry in Australia.Reported Earnings • Feb 18First half 2021 earnings released: AU$0.39 loss per share (vs AU$0.066 profit in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and control over costs. First half 2021 results: Revenue: AU$22.9m (down 90% from 1H 2020). Net loss: AU$132.2m (down AU$141.2m from profit in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 94% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 13New 90-day low: AU$4.62The company is down 6.0% from its price of AU$4.94 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 Online Retail industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$6.50 per share.Is New 90 Day High Low • Nov 10New 90-day high: AU$4.28The company is up 26% from its price of AU$3.41 on 12 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.42 per share.Is New 90 Day High Low • Oct 06New 90-day high: AU$4.07The company is up 28% from its price of AU$3.18 on 08 July 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 44% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.52 per share.お知らせ • Sep 22Webjet Limited to Report Fiscal Year 2020 Results on Aug 19, 2020Webjet Limited announced that they will report fiscal year 2020 results on Aug 19, 2020業績と収益の成長予測CHIA:WEB - 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3/31/202956514517621823/31/2028482113148198143/31/202742285108156143/31/20263815579121149/30/2025363183113N/A6/30/202534665895N/A3/31/2025328113478N/A9/30/20243158150100N/A6/30/20243188096142N/A3/31/202432079142184N/A12/31/202338353138180N/A9/30/202336446134177N/A6/30/202336430138177N/A3/31/202336415142176N/A12/31/2022312-2162192N/A9/30/2022259-18181207N/A6/30/2022199-50116139N/A3/31/2022139-825072N/A3/31/202152-209-62-43N/A12/31/202072-285-296-273N/A9/30/2020169-214-288-262N/A6/30/2020267-143-280-251N/A3/31/2020338-50-122-90N/A12/31/2019410443771N/A9/30/2019389522558N/A6/30/201936760N/A46N/A3/31/201947354N/A80N/A12/31/201857948N/A115N/A9/30/201867145N/A118N/A6/30/201876342N/A121N/A3/31/201861538N/A75N/A12/31/201746835N/A29N/A9/30/201733744N/A32N/A6/30/201720752N/A35N/A3/31/201719349N/A33N/A12/31/201617946N/A32N/A9/30/201616734N/A39N/A6/30/201615421N/A47N/A3/31/201614520N/A40N/A12/31/201513519N/A33N/A9/30/201512718N/A34N/A6/30/201511918N/A35N/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: WEBの予測収益成長率 (年間32.8% ) は 貯蓄率 ( 3.6% ) を上回っています。収益対市場: WEBの収益 ( 32.8% ) はAustralian市場 ( 11.9% ) 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: WEBの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: WEBの収益 ( 10.8% ) Australian市場 ( 6.2% ) 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: WEBの収益 ( 10.8% ) 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: WEBの 自己資本利益率 は、3年後には低くなると予測されています ( 18.4 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-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2026/05/23 19:37終値2026/05/22 00:00収益2025/09/30年間収益2025/03/31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Web Travel Group Limited 14 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。26 アナリスト機関John O'SheaBell PotterAndrew HodgeCanaccord GenuitySamuel SeowCitigroup Inc23 その他のアナリストを表示
お知らせ • Feb 26Web Travel Group Limited to Report First Half, 2027 Results on Nov 18, 2026Web Travel Group Limited announced that they will report first half, 2027 results on Nov 18, 2026
お知らせ • Nov 03Web Travel Group Limited to Report First Half, 2026 Results on Nov 19, 2025Web Travel Group Limited announced that they will report first half, 2026 results on Nov 19, 2025
お知らせ • Jun 20Web Travel Group Limited Announces Board ChangesWeb Travel Group Limited announced that Melanie Wilson and Paul Scurrah will join the Company's Board as independent Non-Executive Directors, with effect from 1 July 2025, and that Brad Holman will retire as a director from 30 September 2025. Melanie Wilson is an experienced non-executive director with experience across both listed and unlisted companies. She is currently a Non-Executive Director at JB Hi-Fi and Oroton Group, previously chaired Baby Bunting Group and has been a Non-Executive Director of several listed companies including PropertyGuru, EML Payments and iSelect. Melanie will chair the Company's Remuneration and Nomination Committee when Brad Holman retires. Paul Scurrah has over 25 years' leadership experience spanning the aviation, travel, transport and logistics industries. He was previously CEO of Virgin Australia, Pacific National, DP World Australia, Queensland Rail and TravelOnline.com. Paul is currently a Non-Executive Director at RPMGlobal and on the advisory board of the Sports Australia Hall of Fame. He previously chaired WHIZZ Technologies and Australian Tourism Data Warehouse. He also previously held Non-Executive Director roles at Australia Post, Gold Coast Suns AFL Team, Asian Terminals (Manila) and AWH. Brad Holman has been a Non-Executive Director of Web Travel Group since 19 March 2014, Senior Independent Director since 22 February 2017 and Chair of the Company's Remuneration and Nomination Committee since 27 May 2020.
お知らせ • Jun 17+ 1 more updateWeb Travel Group Limited to Report Q2, 2026 Results on Nov 19, 2025Web Travel Group Limited announced that they will report Q2, 2026 results on Nov 19, 2025
お知らせ • Jun 03Web Travel Group Limited, Annual General Meeting, Aug 26, 2025Web Travel Group Limited, Annual General Meeting, Aug 26, 2025.
お知らせ • May 28An undisclosed buyer acquired DMC operations of Web Travel Group Limited (ASX:WEB).An undisclosed buyer entered into an Asset Purchase Agreement to acquire DMC operations of Web Travel Group Limited (ASX:WEB) on March 25, 2025. The transaction is subject to approval of merger agreement by the board of Web Travel Group Limited. The deal has been approved by the board of Web Travel Group Limited. An undisclosed buyer completed the acquisition of DMC operations of Web Travel Group Limited (ASX:WEB) on April 30, 2025.
Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. Independent Non-Executive Director Denise McComish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 18Web Travel Group Limited Appoints Rachel Wiseman as Independent Non-Executive Director, with Effect from 15 January 2025Web Travel Group Limited announced that Rachel Wiseman will join the Company's Board as an independent Non-Executive Director, with effect from 15 January 2025. Ms Wiseman has more than 20 years' experience leading transformation and innovation in major organizations across the tourism, technology, media and entertainment industries in Australia, the UK and New Zealand. She is currently CEO, Member Capital at NRMA and has led its strategy to diversify the business from motoring services to include tourism and transport services. Wiseman previously worked as General Manager Commercial Development at Tabcorp Holdings Limited and prior to that was Director Business Affairs for Fox Sports Australia. She started her career as a lawyer, holds an MBA, and is a graduate of the Harvard Business School Advanced Management Program.
お知らせ • Nov 27Web Travel Group Limited (ASX:WEB) announces an Equity Buyback for AUD 150 million worth of its shares.Web Travel Group Limited (ASX:WEB) announces a share repurchase program. Under the program, the company will repurchase up to AUD 150 million worth of it's shares. The program will be valid till November 27, 2025. As of November 27, 2024, the company had 392,530,357 shares issued and outstanding.
Board Change • Oct 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. Independent Non-Executive Director Denise McComish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 01Webjet Limited completed the Spin-Off of Webjet Group Limited (ASX:WJL).Webjet Limited agreed to Spin-Off Webjet B2C on May 22, 2024. The demerger, if pursued and completed, will create two standalone ASX-listed companies. Webjet B2C, Comprising the Company’s B2C businesses, Webjet OTA, GoSee and Trip Ninja. As of June 24, 2024, Katrina Barry has been appointed as Chief Executive Officer of Webjet B2C. As of August 8, 2024, If the Demerger Resolution is approved, eligible shareholders will be entitled to receive one Webjet B2C share for every Webjet Limited share held at the Demerger Record Date being September 24, 2024. Shareholders will also retain their existing Webjet Limited shares. Webjet Limited will also be renamed to WEB Travel Group Limited. The shareholders meeting is scheduled to be held on September 17, 2024. The Webjet Limited Board unanimously recommends that Webjet Limited shareholders vote in favor of the Demerger Resolution to be considered at the EGM. It is expected that B2C shares will commence trading on the ASX on September 23, 2024. Deloitte Touche Tohmatsu Australia, Deloitte Tax Services Pty Ltd. acted as accountants, DLA Piper Australia Pty Ltd acted as a legal advisor, Goldman Sachs Australia Pty Ltd acted as financial advisor, Computershare Investor Services Pty Limited acted as a transfer agent to Webjet Limited. Automic Pty Ltd. acted as a transfer agent to Webjet B2C. Webjet Limited completed the Spin-Off of Webjet Group Limited on September 30, 2024.
お知らせ • Aug 10Webjet Limited to Report Fiscal Year 2025 Results on May 21, 2025Webjet Limited announced that they will report fiscal year 2025 results on May 21, 2025
Board Change • Jun 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Denise McComish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 24Webjet Limited Announces Executive ChangesWebjet Limited (Company) continued to progress the potential separation of its two leading travel divisions, WebBeds and Webjet B2C, via a demerger. The Company announced the appointment of Katrina Barry as CEO of Webjet B2C. Katrina is an experienced technology executive who has held a range of executive roles including most recently as Global CEO of me&u from 2022 to 2024 and prior roles including Managing Director of Contiki Holidays and Trafalgar Tours across Australasia from 2014 to 2022. In her early career, Katrina was a lawyer before joining McKinsey & Company as a management consultant, working with Fortune 500 and ASX100 companies in retail, telecommunications, FMCG and financial services. In addition to her extensive executive experience, Katrina also has a unique understanding of Webjet B2C given her position as a Non-Executive Director of the Company since 2022. Katrina will commence in her new role 24 June 2024 and as such, has stepped down from the Webjet Limited Board effective immediately. Supporting Katrina will be Layton Shannos as CFO for Webjet B2C. Layton brings over a decade of leadership experience across a range of senior finance and corporate roles in the Webjet OTA business, including most recently as CFO of Webjet OTA.
New Risk • May 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • May 23Full year 2024 earnings released: EPS: AU$0.19 (vs AU$0.038 in FY 2023)Full year 2024 results: EPS: AU$0.19 (up from AU$0.038 in FY 2023). Revenue: AU$471.5m (up 29% from FY 2023). Net income: AU$72.7m (up 401% from FY 2023). Profit margin: 15% (up from 4.0% in FY 2023). 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 6.4% growth forecast for the Hospitality industry in Australia. Over the last 3 years on average, earnings per share has increased by 156% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18Webjet Limited to Report First Half, 2025 Results on Nov 25, 2024Webjet Limited announced that they will report first half, 2025 results on Nov 25, 2024
お知らせ • May 03Webjet Limited, Annual General Meeting, Aug 29, 2024Webjet Limited, Annual General Meeting, Aug 29, 2024, at 09:00 E. Australia Standard Time.
Reported Earnings • Nov 23First half 2024 earnings released: EPS: AU$0.12 (vs AU$0.011 in 1H 2023)First half 2024 results: EPS: AU$0.12 (up from AU$0.011 in 1H 2023). Revenue: AU$244.5m (up 39% from 1H 2023). Net income: AU$47.3m (up AU$43.3m from 1H 2023). Profit margin: 19% (up from 2.3% in 1H 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 7.2% growth forecast for the Hospitality industry in Australia. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 22Webjet Limited to Report Fiscal Year 2024 Results on May 22, 2024Webjet Limited announced that they will report fiscal year 2024 results on May 22, 2024
お知らせ • Oct 13Webjet Limited Announces Executive AppointmentsWebjet Limited announced that Shelley Roberts will resign as a non-executive Director effective from the release of company's half year results on 22 November 2023. Shelley has been a non-executive Director of Webjet since April 2016 and a member of the Audit and Remunerationand Nomination Committees. In 2021 Shelley moved to the UK where she now resides. Katrina Barry, who commenced on the board in October 2022, will join the Audit Committee.
Reported Earnings • May 24Full year 2023 earnings released: EPS: AU$0.038 (vs AU$0.22 loss in FY 2022)Full year 2023 results: EPS: AU$0.038 (up from AU$0.22 loss in FY 2022). Revenue: AU$364.4m (up 163% from FY 2022). Net income: AU$14.5m (up AU$99.5m from FY 2022). Profit margin: 4.0% (up from net loss in FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Australia. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 19Webjet Limited to Report Fiscal Year 2023 Results on May 24, 2023Webjet Limited announced that they will report fiscal year 2023 results on May 24, 2023
お知らせ • May 11Webjet Limited Announces the Appointment of Meaghan Simpson as Joint Company SecretaryWebjet Limited announced the appointment of Ms Meaghan Simpson as Joint Company Secretary, effective 10 May 2023. The current Joint Company Secretary, Ms Ella Zhao, is taking parental leave commencing 25 May 2023.
お知らせ • Feb 02Webjet Limited to Report First Half, 2024 Results on Nov 23, 2023Webjet Limited announced that they will report first half, 2024 results on Nov 23, 2023
お知らせ • Dec 21Webjet Limited, Annual General Meeting, Aug 31, 2023Webjet Limited, Annual General Meeting, Aug 31, 2023.
Buying Opportunity • Dec 20Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be AU$7.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions • Dec 14Independent Non-Executive Chairman recently sold AU$252k worth of stockOn the 8th of December, Roger Sharp sold around 40k shares on-market at roughly AU$6.31 per share. This transaction amounted to 17% 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 Roger's only on-market trade for the last 12 months.
Reported Earnings • Nov 18First half 2023 earnings released: EPS: AU$0.011 (vs AU$0.11 loss in 1H 2022)First half 2023 results: EPS: AU$0.011 (up from AU$0.11 loss in 1H 2022). Revenue: AU$175.8m (up 154% from 1H 2022). Net income: AU$4.00m (up AU$46.5m from 1H 2022). Profit margin: 2.3% (up from net loss in 1H 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Australia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 20Full year 2022 earnings released: AU$0.22 loss per share (vs AU$0.60 loss in FY 2021)Full year 2022 results: AU$0.22 loss per share (up from AU$0.60 loss in FY 2021). Revenue: AU$138.7m (up 169% from FY 2021). Net loss: AU$85.0m (loss narrowed 59% from FY 2021). Over the next year, revenue is forecast to grow 133%, compared to a 36% growth forecast for the restaurants industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Sep 25Board Member recently sold AU$62k worth of stockOn the 23rd of September, Bradley Holman sold around 10k shares on-market at roughly AU$6.21 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$96k more than they bought in the last 12 months.
Analyst Estimate Surprise Post Earnings • Feb 19Revenue misses expectationsRevenue missed analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 146%, compared to a 27% growth forecast for the Online Retail industry in Australia.
Reported Earnings • Feb 18First half 2021 earnings released: AU$0.39 loss per share (vs AU$0.066 profit in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and control over costs. First half 2021 results: Revenue: AU$22.9m (down 90% from 1H 2020). Net loss: AU$132.2m (down AU$141.2m from profit in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 94% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 13New 90-day low: AU$4.62The company is down 6.0% from its price of AU$4.94 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 Online Retail industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$6.50 per share.
Is New 90 Day High Low • Nov 10New 90-day high: AU$4.28The company is up 26% from its price of AU$3.41 on 12 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.42 per share.
Is New 90 Day High Low • Oct 06New 90-day high: AU$4.07The company is up 28% from its price of AU$3.18 on 08 July 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 44% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.52 per share.
お知らせ • Sep 22Webjet Limited to Report Fiscal Year 2020 Results on Aug 19, 2020Webjet Limited announced that they will report fiscal year 2020 results on Aug 19, 2020