View ValuationMcPherson's 将来の成長Future 基準チェック /06現在、 McPherson'sの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Personal Products 収益成長13.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Jul 18+ 1 more updateMcPherson's Limited Provides Earnings Guidance for the Full Year Period Ended 30 June 2025McPherson's Limited provided earnings guidance for the full year period ended 30 June 2025. For the year, revenue from continuing operations expected to be in the order of $139.0 million.すべての更新を表示Recent updatesお知らせ • Feb 25McPherson's Limited (ASX:MCP) announces an Equity Buyback for AUD 2 million worth of its shares.McPherson's Limited (ASX:MCP) announces a share repurchase program. Under the program, the company will repurchase up to AUD 2 million worth of its shares. The purpose of program is to return capital to shareholders, optimize capital management and enhance shareholder value, while retaining sufficient flexibility to support future growth. The program is valid till March 11, 2027. As of February 25, 2026, the company had 143,949,141 shares issued and outstanding.お知らせ • Feb 16McPherson's Limited to Report First Half, 2026 Results on Feb 25, 2026McPherson's Limited announced that they will report first half, 2026 results on Feb 25, 2026お知らせ • Sep 29McPherson's Limited, Annual General Meeting, Oct 31, 2025McPherson's Limited, Annual General Meeting, Oct 31, 2025. Location: thomson geer, level 14, 60 martin place, sydney, nsw, 2000 AustraliaReported Earnings • Aug 28Full year 2025 earnings released: AU$0.12 loss per share (vs AU$0.079 loss in FY 2024)Full year 2025 results: AU$0.12 loss per share (further deteriorated from AU$0.079 loss in FY 2024). Revenue: AU$139.0m (down 3.9% from FY 2024). Net loss: AU$16.6m (loss widened 46% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • Jul 18+ 1 more updateMcPherson's Limited Provides Earnings Guidance for the Full Year Period Ended 30 June 2025McPherson's Limited provided earnings guidance for the full year period ended 30 June 2025. For the year, revenue from continuing operations expected to be in the order of $139.0 million.お知らせ • Feb 25McPherson's Limited to Report First Half, 2025 Results on Feb 26, 2025McPherson's Limited announced that they will report first half, 2025 results on Feb 26, 2025お知らせ • Oct 24McPherson's Limited, Annual General Meeting, Nov 27, 2024McPherson's Limited, Annual General Meeting, Nov 27, 2024. Location: the offices of thomson geer, level 14, 60 martin place, sydney, nsw, 2000., sydney AustraliaNew Risk • Oct 16New major risk - Revenue and earnings growthEarnings have declined by 65% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 65% per year over the past 5 years. Minor Risk Market cap is less than US$100m (AU$57.6m market cap, or US$38.6m).Reported Earnings • Aug 30Full year 2024 earnings released: AU$0.079 loss per share (vs AU$0.035 loss in FY 2023)Full year 2024 results: AU$0.079 loss per share (further deteriorated from AU$0.035 loss in FY 2023). Revenue: AU$144.7m (down 31% from FY 2023). Net loss: AU$11.4m (loss widened 125% from FY 2023). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Global Personal Products industry. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Aug 21McPherson's Limited to Report Fiscal Year 2024 Results on Aug 29, 2024McPherson's Limited announced that they will report fiscal year 2024 results at 10:00 AM, AUS Eastern Standard Time on Aug 29, 2024Reported Earnings • Feb 28First half 2024 earnings released: EPS: AU$0.011 (vs AU$0.001 in 1H 2023)First half 2024 results: EPS: AU$0.011 (up from AU$0.001 in 1H 2023). Revenue: AU$103.4m (down 7.7% from 1H 2023). Net income: AU$1.58m (up AU$1.50m from 1H 2023). Profit margin: 1.5% (up from 0.1% in 1H 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Global Personal Products industry. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Upcoming Dividend • Feb 26Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 04 March 2024. Payment date: 22 March 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (2.0%).お知らせ • Dec 18McPherson's Limited Announces Executive ChangesMcPherson's Limited announced that Craig Durham has been appointed as General Counsel & Company Secretary of McPherson's commencing on 15 January 2024. Craig has previously worked in the fast-moving consumer goods industry both in Australiaand in the U.S. Prior to McPherson's, Craig has had extensive executive leadership team and legal and governance experience in both listed and unlisted environments and has worked in highly regulated industries including intelligent traffic systems, gamingtechnology and financial services. Craig holds a current practising certificate in New South Wales and is also admitted in New York, U.S. Craig replaces Linda Gough as company secretary of McPherson's. Paul Witheridge will continue as an appointed company secretary of McPherson's and is the person nominated under ASX Listing Rule 12.6 for communication with the ASX in relation to Listing Rule matters.お知らせ • Oct 05McPherson's Limited, Annual General Meeting, Nov 28, 2023McPherson's Limited, Annual General Meeting, Nov 28, 2023, at 11:01 AUS Eastern Standard Time. Location: MA Financial Group, Level 27, 10 Carrington Street Sydney AustraliaUpcoming Dividend • Aug 28Upcoming dividend of AU$0.01 per share at 4.0% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 22 September 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (2.0%).お知らせ • Aug 24McPherson's Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023McPherson's Limited announced ordinary fully paid dividend of AUD 0.01000000 for the six months ended June 30, 2023 to be paid on September 22, 2023. Ex Date is September 4, 2023. Record Date is September 5, 2023.Reported Earnings • Aug 24Full year 2023 earnings released: AU$0.035 loss per share (vs AU$0.003 profit in FY 2022)Full year 2023 results: AU$0.035 loss per share (down from AU$0.003 profit in FY 2022). Revenue: AU$210.3m (down 1.8% from FY 2022). Net loss: AU$5.06m (down AU$5.39m from profit in FY 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Personal Products industry in Oceania. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 22McPherson's Limited to Report Fiscal Year 2023 Results on Aug 24, 2023McPherson's Limited announced that they will report fiscal year 2023 results on Aug 24, 2023Buying Opportunity • Aug 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be AU$0.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.1% in 2 years. Earnings is forecast to grow by 147% in the next 2 years.Board Change • Aug 02Less than half of directors are independentFollowing MD, CEO & Director Brett Charlton's arrival on 01 August 2023, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Helen Thornton was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 06+ 1 more updateMcPherson’s Limited Appoints Brett Charlton as Chief Executive Officer, Effective 1 August 2023McPherson’s Limited announced the appointment of Brett Charlton to the role of Chief Executive Officer (CEO), effective 1 August 2023. Brett joins McPherson’s having recently been an advisor to companies on strategic growth plans in the consumer goods arena. He was previously Chief Skincare Officer for Laser Clinics Australia, and prior to that, was Managing Director for Sanofi Consumer Healthcare and Tip Top Ice Cream. Brett combines 25 years of marketing and branding experience, with strong manufacturing and supply chain expertise with a customer, consumer, digital and data-first orientation. His skills and experience ensure that he develops and leads a team on the journey to sustainable success.Buying Opportunity • Jul 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be AU$0.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.1% in 2 years. Earnings is forecast to grow by 147% in the next 2 years.お知らせ • Jun 01+ 1 more updateMcpherson's Limited Announces Resignation of Grant Peck as Chief Executive Officer, Effective 31 May 2023McPherson's Limited confirms the resignation of Grant Peck, Managing Director and Chief Executive Officer, effective 31 May 2023.Reported Earnings • Mar 17First half 2023 earnings released: EPS: AU$0.001 (vs AU$0.017 loss in 1H 2022)First half 2023 results: EPS: AU$0.001 (up from AU$0.017 loss in 1H 2022). Revenue: AU$112.1m (up 2.9% from 1H 2022). Net income: AU$82.0k (up AU$2.23m from 1H 2022). Profit margin: 0.1% (up from net loss in 1H 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Personal Products industry in Oceania. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.Buying Opportunity • Feb 27Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be AU$0.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings is also forecast to grow by 41% per annum over the same time period.お知らせ • Jan 23McPherson's Limited Appoints Linda Gough as Company SecretaryMcPherson's Limited announced the appointment of Linda Gough to the role of Company Secretary, effective 16 January 2023. Ms. Gough has over twenty years legal and governance experience, advising listed and non-listed entities in ANZ, Asia and North America, including WPP AUNZ Limited, FairfaxMedia Limited, SAP Australia and George Weston Foods. She holds a Master of Laws from the University of New South Wales, as well as a graduate diploma in governance from the Governance Institute of Australia. Ms. Gough will be responsible for communication with the ASX under Rule 12.6. McPherson's existing Co-Company Secretary, Paul Witheridge, continues in his role.Upcoming Dividend • Aug 29Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 05 September 2022. Payment date: 23 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.5%. Within top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (1.8%).Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.003 (vs AU$0.042 loss in FY 2021)Full year 2022 results: EPS: AU$0.003 (up from AU$0.042 loss in FY 2021). Revenue: AU$214.2m (up 6.7% from FY 2021). Net income: AU$333.0k (up AU$5.37m from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 6.1%, compared to a 12% growth forecast for the Personal Products industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 25First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.017 loss per share (down from AU$0.009 profit in 1H 2021). Revenue: AU$108.9m (up 6.8% from 1H 2021). Net loss: AU$2.14m (down 304% from profit in 1H 2021). Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 7.3%, compared to a 21% growth forecast for the industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$1.33, the stock is trading at a trailing P/E ratio of 23.4x, up from the previous P/E ratio of 20.2x. This compares to an average P/E of 25x in the Personal Products industry. Total returns to shareholders over the past three years are 40%.Is New 90 Day High Low • Dec 10New 90-day low: AU$1.15The company is down 61% from its price of AU$2.91 on 11 September 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$1.57 per share.Valuation Update With 7 Day Price Move • Dec 02Market pulls back on stock over the past weekAfter last week's 44% share price decline to AU$1.19, the stock is trading at a trailing P/E ratio of 21.1x, down from the previous P/E ratio of 37.5x. This compares to an average P/E of 25x in the Personal Products industry. Total returns to shareholders over the past three years are 34%.Is New 90 Day High Low • Nov 24New 90-day low: AU$2.11The company is down 29% from its price of AU$2.99 on 26 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.58 per share.Is New 90 Day High Low • Oct 22New 90-day low: AU$2.65The company is down 11% from its price of AU$2.97 on 24 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.96 per share. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、McPherson's は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測CHIA:MCP - 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12/31/2025134-1746N/A9/30/2025137-1724N/A6/30/2025139-17-12N/A3/31/2025139-1515N/A12/31/2024139-1338N/A9/30/2024142-12710N/A6/30/2024145-111012N/A12/31/2023120-11819N/A9/30/2023137-11113N/A6/30/2023155-157N/A3/31/2023214-157N/A12/31/2022217368N/A9/30/202221611113N/A6/30/202221401619N/A3/31/2022211-4N/AN/AN/A12/31/2021208-958N/A9/30/2021204-735N/A6/30/2021201-503N/A3/31/2021210-2N/AN/AN/A12/31/202021811618N/A9/30/202022141718N/A6/30/202022361819N/A3/31/2020216101921N/A12/31/2019210142023N/A9/30/201921014N/A21N/A6/30/201921014N/A20N/A3/31/201921112N/AN/AN/A12/31/201821111N/A-4N/A9/30/201821111N/A1N/A6/30/201821111N/A7N/A3/31/201820710N/A14N/A12/31/20172038N/A21N/A9/30/20172084N/A23N/A6/30/20172120N/A24N/A3/31/2017235-1N/A33N/A12/31/2016259-1N/A42N/A9/30/20162865N/A34N/A6/30/201631311N/A25N/A3/31/201632310N/AN/AN/A12/31/201533310N/A-11N/A9/30/20153419N/A-2N/A6/30/20153509N/A7N/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: MCPの予測収益成長が 貯蓄率 ( 3.6% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: MCPの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: MCPの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: MCPの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: MCPの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: MCPの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YHousehold 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2026/05/24 06:54終値2026/05/22 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McPherson's Limited 0 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。5 アナリスト機関Elijah MayrCLSASarah MannMA Moelis Australia Securities Pty LtdJosephine LittleMorgans Financial Limited2 その他のアナリストを表示
お知らせ • Jul 18+ 1 more updateMcPherson's Limited Provides Earnings Guidance for the Full Year Period Ended 30 June 2025McPherson's Limited provided earnings guidance for the full year period ended 30 June 2025. For the year, revenue from continuing operations expected to be in the order of $139.0 million.
お知らせ • Feb 25McPherson's Limited (ASX:MCP) announces an Equity Buyback for AUD 2 million worth of its shares.McPherson's Limited (ASX:MCP) announces a share repurchase program. Under the program, the company will repurchase up to AUD 2 million worth of its shares. The purpose of program is to return capital to shareholders, optimize capital management and enhance shareholder value, while retaining sufficient flexibility to support future growth. The program is valid till March 11, 2027. As of February 25, 2026, the company had 143,949,141 shares issued and outstanding.
お知らせ • Feb 16McPherson's Limited to Report First Half, 2026 Results on Feb 25, 2026McPherson's Limited announced that they will report first half, 2026 results on Feb 25, 2026
お知らせ • Sep 29McPherson's Limited, Annual General Meeting, Oct 31, 2025McPherson's Limited, Annual General Meeting, Oct 31, 2025. Location: thomson geer, level 14, 60 martin place, sydney, nsw, 2000 Australia
Reported Earnings • Aug 28Full year 2025 earnings released: AU$0.12 loss per share (vs AU$0.079 loss in FY 2024)Full year 2025 results: AU$0.12 loss per share (further deteriorated from AU$0.079 loss in FY 2024). Revenue: AU$139.0m (down 3.9% from FY 2024). Net loss: AU$16.6m (loss widened 46% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 18+ 1 more updateMcPherson's Limited Provides Earnings Guidance for the Full Year Period Ended 30 June 2025McPherson's Limited provided earnings guidance for the full year period ended 30 June 2025. For the year, revenue from continuing operations expected to be in the order of $139.0 million.
お知らせ • Feb 25McPherson's Limited to Report First Half, 2025 Results on Feb 26, 2025McPherson's Limited announced that they will report first half, 2025 results on Feb 26, 2025
お知らせ • Oct 24McPherson's Limited, Annual General Meeting, Nov 27, 2024McPherson's Limited, Annual General Meeting, Nov 27, 2024. Location: the offices of thomson geer, level 14, 60 martin place, sydney, nsw, 2000., sydney Australia
New Risk • Oct 16New major risk - Revenue and earnings growthEarnings have declined by 65% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 65% per year over the past 5 years. Minor Risk Market cap is less than US$100m (AU$57.6m market cap, or US$38.6m).
Reported Earnings • Aug 30Full year 2024 earnings released: AU$0.079 loss per share (vs AU$0.035 loss in FY 2023)Full year 2024 results: AU$0.079 loss per share (further deteriorated from AU$0.035 loss in FY 2023). Revenue: AU$144.7m (down 31% from FY 2023). Net loss: AU$11.4m (loss widened 125% from FY 2023). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Global Personal Products industry. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Aug 21McPherson's Limited to Report Fiscal Year 2024 Results on Aug 29, 2024McPherson's Limited announced that they will report fiscal year 2024 results at 10:00 AM, AUS Eastern Standard Time on Aug 29, 2024
Reported Earnings • Feb 28First half 2024 earnings released: EPS: AU$0.011 (vs AU$0.001 in 1H 2023)First half 2024 results: EPS: AU$0.011 (up from AU$0.001 in 1H 2023). Revenue: AU$103.4m (down 7.7% from 1H 2023). Net income: AU$1.58m (up AU$1.50m from 1H 2023). Profit margin: 1.5% (up from 0.1% in 1H 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Global Personal Products industry. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Feb 26Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 04 March 2024. Payment date: 22 March 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (2.0%).
お知らせ • Dec 18McPherson's Limited Announces Executive ChangesMcPherson's Limited announced that Craig Durham has been appointed as General Counsel & Company Secretary of McPherson's commencing on 15 January 2024. Craig has previously worked in the fast-moving consumer goods industry both in Australiaand in the U.S. Prior to McPherson's, Craig has had extensive executive leadership team and legal and governance experience in both listed and unlisted environments and has worked in highly regulated industries including intelligent traffic systems, gamingtechnology and financial services. Craig holds a current practising certificate in New South Wales and is also admitted in New York, U.S. Craig replaces Linda Gough as company secretary of McPherson's. Paul Witheridge will continue as an appointed company secretary of McPherson's and is the person nominated under ASX Listing Rule 12.6 for communication with the ASX in relation to Listing Rule matters.
お知らせ • Oct 05McPherson's Limited, Annual General Meeting, Nov 28, 2023McPherson's Limited, Annual General Meeting, Nov 28, 2023, at 11:01 AUS Eastern Standard Time. Location: MA Financial Group, Level 27, 10 Carrington Street Sydney Australia
Upcoming Dividend • Aug 28Upcoming dividend of AU$0.01 per share at 4.0% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 22 September 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (2.0%).
お知らせ • Aug 24McPherson's Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023McPherson's Limited announced ordinary fully paid dividend of AUD 0.01000000 for the six months ended June 30, 2023 to be paid on September 22, 2023. Ex Date is September 4, 2023. Record Date is September 5, 2023.
Reported Earnings • Aug 24Full year 2023 earnings released: AU$0.035 loss per share (vs AU$0.003 profit in FY 2022)Full year 2023 results: AU$0.035 loss per share (down from AU$0.003 profit in FY 2022). Revenue: AU$210.3m (down 1.8% from FY 2022). Net loss: AU$5.06m (down AU$5.39m from profit in FY 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Personal Products industry in Oceania. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 22McPherson's Limited to Report Fiscal Year 2023 Results on Aug 24, 2023McPherson's Limited announced that they will report fiscal year 2023 results on Aug 24, 2023
Buying Opportunity • Aug 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be AU$0.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.1% in 2 years. Earnings is forecast to grow by 147% in the next 2 years.
Board Change • Aug 02Less than half of directors are independentFollowing MD, CEO & Director Brett Charlton's arrival on 01 August 2023, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Helen Thornton was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 06+ 1 more updateMcPherson’s Limited Appoints Brett Charlton as Chief Executive Officer, Effective 1 August 2023McPherson’s Limited announced the appointment of Brett Charlton to the role of Chief Executive Officer (CEO), effective 1 August 2023. Brett joins McPherson’s having recently been an advisor to companies on strategic growth plans in the consumer goods arena. He was previously Chief Skincare Officer for Laser Clinics Australia, and prior to that, was Managing Director for Sanofi Consumer Healthcare and Tip Top Ice Cream. Brett combines 25 years of marketing and branding experience, with strong manufacturing and supply chain expertise with a customer, consumer, digital and data-first orientation. His skills and experience ensure that he develops and leads a team on the journey to sustainable success.
Buying Opportunity • Jul 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be AU$0.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.1% in 2 years. Earnings is forecast to grow by 147% in the next 2 years.
お知らせ • Jun 01+ 1 more updateMcpherson's Limited Announces Resignation of Grant Peck as Chief Executive Officer, Effective 31 May 2023McPherson's Limited confirms the resignation of Grant Peck, Managing Director and Chief Executive Officer, effective 31 May 2023.
Reported Earnings • Mar 17First half 2023 earnings released: EPS: AU$0.001 (vs AU$0.017 loss in 1H 2022)First half 2023 results: EPS: AU$0.001 (up from AU$0.017 loss in 1H 2022). Revenue: AU$112.1m (up 2.9% from 1H 2022). Net income: AU$82.0k (up AU$2.23m from 1H 2022). Profit margin: 0.1% (up from net loss in 1H 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Personal Products industry in Oceania. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Feb 27Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be AU$0.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings is also forecast to grow by 41% per annum over the same time period.
お知らせ • Jan 23McPherson's Limited Appoints Linda Gough as Company SecretaryMcPherson's Limited announced the appointment of Linda Gough to the role of Company Secretary, effective 16 January 2023. Ms. Gough has over twenty years legal and governance experience, advising listed and non-listed entities in ANZ, Asia and North America, including WPP AUNZ Limited, FairfaxMedia Limited, SAP Australia and George Weston Foods. She holds a Master of Laws from the University of New South Wales, as well as a graduate diploma in governance from the Governance Institute of Australia. Ms. Gough will be responsible for communication with the ASX under Rule 12.6. McPherson's existing Co-Company Secretary, Paul Witheridge, continues in his role.
Upcoming Dividend • Aug 29Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 05 September 2022. Payment date: 23 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.5%. Within top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (1.8%).
Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.003 (vs AU$0.042 loss in FY 2021)Full year 2022 results: EPS: AU$0.003 (up from AU$0.042 loss in FY 2021). Revenue: AU$214.2m (up 6.7% from FY 2021). Net income: AU$333.0k (up AU$5.37m from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 6.1%, compared to a 12% growth forecast for the Personal Products industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 25First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.017 loss per share (down from AU$0.009 profit in 1H 2021). Revenue: AU$108.9m (up 6.8% from 1H 2021). Net loss: AU$2.14m (down 304% from profit in 1H 2021). Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 7.3%, compared to a 21% growth forecast for the industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$1.33, the stock is trading at a trailing P/E ratio of 23.4x, up from the previous P/E ratio of 20.2x. This compares to an average P/E of 25x in the Personal Products industry. Total returns to shareholders over the past three years are 40%.
Is New 90 Day High Low • Dec 10New 90-day low: AU$1.15The company is down 61% from its price of AU$2.91 on 11 September 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$1.57 per share.
Valuation Update With 7 Day Price Move • Dec 02Market pulls back on stock over the past weekAfter last week's 44% share price decline to AU$1.19, the stock is trading at a trailing P/E ratio of 21.1x, down from the previous P/E ratio of 37.5x. This compares to an average P/E of 25x in the Personal Products industry. Total returns to shareholders over the past three years are 34%.
Is New 90 Day High Low • Nov 24New 90-day low: AU$2.11The company is down 29% from its price of AU$2.99 on 26 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.58 per share.
Is New 90 Day High Low • Oct 22New 90-day low: AU$2.65The company is down 11% from its price of AU$2.97 on 24 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.96 per share.