View ValuationEnero Group 将来の成長Future 基準チェック /06 Enero Groupの収益は年間7.4%減少すると予測されています。主要情報n/a収益成長率n/aEPS成長率Media 収益成長12.2%収益成長率-7.4%将来の株主資本利益率4.90%アナリストカバレッジLow最終更新日17 May 2026今後の成長に関する最新情報お知らせ • Apr 05Enero Group Limited Provides Earnings Guidance for the Twelve Months Ending June 30, 2025Enero Group Limited provided earnings guidance for the twelve months ending June 30, 2025. For the period, the company expects to report on an underlying basis: Net revenue of between $167 million and $170 million, representing 10% to 12% year-on-year decline. On an economic interest basis for FY25, the company expects to report: Net revenue of between $153 million and $155 million, representing 7% to 8% year-on-year decline.すべての更新を表示Recent updatesお知らせ • Feb 06Enero Group Limited to Report First Half, 2026 Results on Feb 19, 2026Enero Group Limited announced that they will report first half, 2026 results on Feb 19, 2026お知らせ • Aug 18Enero Group Limited, Annual General Meeting, Oct 16, 2025Enero Group Limited, Annual General Meeting, Oct 16, 2025.お知らせ • Jul 01Enero Group Limited to Report Fiscal Year 2025 Results on Aug 29, 2025Enero Group Limited announced that they will report fiscal year 2025 results on Aug 29, 2025お知らせ • Apr 05Enero Group Limited Provides Earnings Guidance for the Twelve Months Ending June 30, 2025Enero Group Limited provided earnings guidance for the twelve months ending June 30, 2025. For the period, the company expects to report on an underlying basis: Net revenue of between $167 million and $170 million, representing 10% to 12% year-on-year decline. On an economic interest basis for FY25, the company expects to report: Net revenue of between $153 million and $155 million, representing 7% to 8% year-on-year decline.お知らせ • Feb 12+ 1 more updateEnero Group Limited to Report First Half, 2025 Results on Feb 26, 2025Enero Group Limited announced that they will report first half, 2025 results on Feb 26, 2025Board Change • Feb 04Insufficient new 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. Independent Non-Executive Director Louise Higgins 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.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. 4 experienced directors. No highly experienced directors. Independent Non-Executive Director Louise Higgins 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.Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Louise Higgins 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.Upcoming Dividend • Sep 12Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 03 October 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Australian dividend payers (6.2%). Lower than average of industry peers (6.7%).Declared Dividend • Aug 17Final dividend of AU$0.02 announcedShareholders will receive a dividend of AU$0.02. Ex-date: 19th September 2024 Payment date: 3rd October 2024 Dividend yield will be 4.2%, which is lower than the industry average of 5.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (21% cash payout ratio). The dividend has increased by an average of 10% per year over the past 7 years. However, payments have been volatile during that time.Reported Earnings • Aug 16Full year 2024 earnings released: AU$0.48 loss per share (vs AU$0.61 profit in FY 2023)Full year 2024 results: AU$0.48 loss per share (down from AU$0.61 profit in FY 2023). Revenue: AU$804.5m (up 8.7% from FY 2023). Net loss: AU$44.2m (down 178% from profit in FY 2023). Revenue is expected to decline by 63% p.a. on average during the next 3 years, while revenues in the Media industry in Australia are expected to grow by 1.4%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 15Enero Group Limited, Annual General Meeting, Oct 17, 2024Enero Group Limited, Annual General Meeting, Oct 17, 2024.お知らせ • May 22Enero Group Limited to Report Fiscal Year 2024 Results on Aug 15, 2024Enero Group Limited announced that they will report fiscal year 2024 results on Aug 15, 2024New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 28% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 28% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (AU$145.2m market cap, or US$96.0m).Upcoming Dividend • Mar 13Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 12 April 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (4.7%).Buy Or Sell Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock has risen 4.2% to AU$1.60. The fair value is estimated to be AU$1.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 69% in 2 years. Earnings are forecast to decline by 56% in the next 2 years.お知らせ • Dec 12Enero Group Limited to Report First Half, 2024 Results on Feb 28, 2024Enero Group Limited announced that they will report first half, 2024 results on Feb 28, 2024Buying Opportunity • Nov 23Now 21% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be AU$1.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$1.64, the stock trades at a trailing P/E ratio of 2.7x. Average forward P/E is 12x in the Media industry in Australia. Total returns to shareholders of 4.4% over the past three years.お知らせ • Nov 01The Civic Partnership Pty Ltd acquired CPR Communications and Public Relations Pty Limited from Enero Group Limited (ASX:EGG).The Civic Partnership Pty Ltd acquired CPR Communications and Public Relations Pty Limited from Enero Group Limited (ASX:EGG) on October 31, 2023. CPR contributed 1.2%, or AUD 2.7 million, of Enero Group net revenue for FY23. The Civic Partnership Pty Ltd completed the acquisition of CPR Communications and Public Relations Pty Limited from Enero Group Limited (ASX:EGG) on October 31, 2023.Buying Opportunity • Oct 31Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be AU$1.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years.Buying Opportunity • Sep 19Now 20% undervaluedOver the last 90 days, the stock is up 9.7%. The fair value is estimated to be AU$1.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years.Upcoming Dividend • Sep 12Upcoming dividend of AU$0.045 per share at 6.9% yieldEligible shareholders must have bought the stock before 19 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Australian dividend payers (6.9%). Higher than average of industry peers (5.6%).Buying Opportunity • Sep 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be AU$2.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$1.44, the stock trades at a trailing P/E ratio of 2.4x. Average forward P/E is 12x in the Media industry in Australia. Total returns to shareholders of 2.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$1.94 per share.お知らせ • Aug 18+ 1 more updateEnero Group Limited, Annual General Meeting, Oct 19, 2023Enero Group Limited, Annual General Meeting, Oct 19, 2023.Reported Earnings • Aug 18Full year 2023 earnings released: EPS: AU$0.61 (vs AU$0.29 in FY 2022)Full year 2023 results: EPS: AU$0.61 (up from AU$0.29 in FY 2022). Revenue: AU$740.2m (up 42% from FY 2022). Net income: AU$56.5m (up 123% from FY 2022). Profit margin: 7.6% (up from 4.9% in FY 2022). Revenue is expected to decline by 56% p.a. on average during the next 2 years, while revenues in the Media industry in Australia are expected to grow by 1.4%. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Aug 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$154.4m (US$98.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (AU$154.4m market cap, or US$98.9m).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$1.78, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Media industry in Australia. Total loss to shareholders of 33% over the past year. Simply Wall St's valuation model estimates the intrinsic value at AU$1.97 per share.Buying Opportunity • Jul 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be AU$1.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to decline by 60% in 2 years. Earnings is forecast to grow by 7.2% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to AU$1.46, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Media industry in Australia. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$1.90 per share.Buying Opportunity • Jun 09Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be AU$1.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to decline by 60% in 2 years. Earnings is forecast to grow by 7.2% in the next 2 years.お知らせ • Jun 09Enero Group Limited to Report Fiscal Year 2023 Results on Aug 18, 2023Enero Group Limited announced that they will report fiscal year 2023 results on Aug 18, 2023Recent Insider Transactions • Mar 02Independent Non-Executive Director recently bought AU$99k worth of stockOn the 21st of February, David Brain bought around 46k shares on-market at roughly AU$2.18 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$293k more in shares than they have sold in the last 12 months.お知らせ • Feb 17Enero Group Limited Announces Ordinary Fully Paid Dividend for Six Months Ended December 31, 2022, Payable on March 15, 2023Enero Group Limited announced ordinary fully paid dividend of AUD 0.06500000 per security for a period of six months ended December 31, 2022, payable on March 15, 2023. Record date is February 24, 2023 and ex-date is February 23, 2023.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to AU$2.27, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Media industry in Australia. Total returns to shareholders of 41% over the past three years.お知らせ • Jan 21Enero Group Limited to Report First Half, 2023 Results on Feb 16, 2023Enero Group Limited announced that they will report first half, 2023 results on Feb 16, 2023Upcoming Dividend • Sep 12Upcoming dividend of AU$0.065 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Australian dividend payers (6.5%). Lower than average of industry peers (6.0%).Recent Insider Transactions • Aug 19Independent Non-Executive Chairman recently bought AU$102k worth of stockOn the 16th of August, Ann Sherry bought around 31k shares on-market at roughly AU$3.25 per share. This was the largest purchase by an insider in the last 3 months. This was Ann's only on-market trade for the last 12 months.Reported Earnings • Aug 13Full year 2022 earnings released: EPS: AU$0.29 (vs AU$0.005 loss in FY 2021)Full year 2022 results: EPS: AU$0.29 (up from AU$0.005 loss in FY 2021). Revenue: AU$522.4m (up 29% from FY 2021). Net income: AU$25.4m (up AU$25.8m from FY 2021). Profit margin: 4.9% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is expected to shrink by 52% compared to a 8.8% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year.Reported Earnings • Feb 20First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.16 (up from AU$0.15 in 1H 2021). Revenue: AU$243.5m (up 25% from 1H 2021). Net income: AU$13.7m (up 3.2% from 1H 2021). Profit margin: 5.6% (down from 6.8% in 1H 2021). Revenue exceeded analyst estimates by 5.3%. Over the next year, revenue is expected to shrink by 57% compared to a 8.2% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 15Upcoming dividend of AU$0.044 per shareEligible shareholders must have bought the stock before 22 September 2021. Payment date: 06 October 2021. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (5.1%). Higher than average of industry peers (3.1%).Reported Earnings • Aug 22Full year 2021 earnings released: AU$0.005 loss per share (vs AU$0.13 profit in FY 2020)The company reported a mediocre full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$404.1m (up 50% from FY 2020). Net loss: AU$402.0k (down 104% from profit in FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$2.70, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Media industry globally. Total returns to shareholders of 209% over the past three years.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 22% share price gain to AU$2.97, the stock is trading at a trailing P/E ratio of 13x, up from the previous P/E ratio of 10.7x. This compares to an average P/E of 15x in the Media industry in Australia. Total returns to shareholders over the past year are 69%.Reported Earnings • Feb 12First half 2021 earnings released: EPS AU$0.15 (vs AU$0.046 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$194.5m (up 45% from 1H 2020). Net income: AU$13.3m (up 234% from 1H 2020). Profit margin: 6.8% (up from 3.0% in 1H 2020). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Feb 11New 90-day high: AU$2.15The company is up 17% from its price of AU$1.83 on 10 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.36 per share.Is New 90 Day High Low • Dec 29New 90-day high: AU$2.09The company is up 35% from its price of AU$1.55 on 30 September 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.41 per share.お知らせ • Aug 13Enero Group Limited to Report Fiscal Year 2020 Final Results on Aug 26, 2020Enero Group Limited announced that they will report fiscal year 2020 final results at 1:10 AM, GMT Standard Time on Aug 26, 2020業績と収益の成長予測CHIA:EGG - 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6/30/2028143N/AN/A1616/30/2027139N/AN/A1416/30/2026136N/AN/A12112/31/2025181035N/A9/30/2025184-4810N/A6/30/2025187-71315N/A12/31/2024-127-541718N/A9/30/202433-562122N/A6/30/2024192-592627N/A3/31/2024796-75152N/A12/31/2023788307576N/A9/30/2023764436869N/A6/30/2023740566061N/A3/31/2023694414445N/A12/31/2022648252829N/A9/30/2022585253839N/A6/30/2022522254849N/A3/31/2022487134647N/A12/31/202145104445N/A9/30/202142704849N/A6/30/202140205253N/A3/31/2021367105152N/A12/31/2020331205152N/A9/30/2020300154041N/A6/30/2020270113031N/A3/31/202026372527N/A12/31/201925542123N/A9/30/20192435N/A21N/A6/30/20192306N/A18N/A3/31/20192148N/A15N/A12/31/201819811N/A11N/A9/30/201818110N/A13N/A6/30/20181648N/A14N/A3/31/20181646N/A15N/A12/31/20171653N/A16N/A9/30/20171733N/A13N/A6/30/20171812N/A10N/A3/31/20171873N/A11N/A12/31/20161935N/A12N/A9/30/20162036N/A14N/A6/30/20162147N/A17N/A3/31/20162164N/A16N/A12/31/20152181N/A14N/A9/30/2015215-1N/A11N/A6/30/2015213-3N/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: EGG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: EGG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: EGG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: EGGの収益は今後 3 年間で減少すると予想されています (年間-7.4% )。高い収益成長: EGGの収益は今後 3 年間で減少すると予測されています (年間-7.4% )。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: EGG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 ( 4.9 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 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 02:23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Enero Group Limited 1 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。4 アナリスト機関Sam HaddadBell PotterShanaz CassimBofA Global ResearchConor O’PreyCanaccord Genuity1 その他のアナリストを表示
お知らせ • Apr 05Enero Group Limited Provides Earnings Guidance for the Twelve Months Ending June 30, 2025Enero Group Limited provided earnings guidance for the twelve months ending June 30, 2025. For the period, the company expects to report on an underlying basis: Net revenue of between $167 million and $170 million, representing 10% to 12% year-on-year decline. On an economic interest basis for FY25, the company expects to report: Net revenue of between $153 million and $155 million, representing 7% to 8% year-on-year decline.
お知らせ • Feb 06Enero Group Limited to Report First Half, 2026 Results on Feb 19, 2026Enero Group Limited announced that they will report first half, 2026 results on Feb 19, 2026
お知らせ • Aug 18Enero Group Limited, Annual General Meeting, Oct 16, 2025Enero Group Limited, Annual General Meeting, Oct 16, 2025.
お知らせ • Jul 01Enero Group Limited to Report Fiscal Year 2025 Results on Aug 29, 2025Enero Group Limited announced that they will report fiscal year 2025 results on Aug 29, 2025
お知らせ • Apr 05Enero Group Limited Provides Earnings Guidance for the Twelve Months Ending June 30, 2025Enero Group Limited provided earnings guidance for the twelve months ending June 30, 2025. For the period, the company expects to report on an underlying basis: Net revenue of between $167 million and $170 million, representing 10% to 12% year-on-year decline. On an economic interest basis for FY25, the company expects to report: Net revenue of between $153 million and $155 million, representing 7% to 8% year-on-year decline.
お知らせ • Feb 12+ 1 more updateEnero Group Limited to Report First Half, 2025 Results on Feb 26, 2025Enero Group Limited announced that they will report first half, 2025 results on Feb 26, 2025
Board Change • Feb 04Insufficient new 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. Independent Non-Executive Director Louise Higgins 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.
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. 4 experienced directors. No highly experienced directors. Independent Non-Executive Director Louise Higgins 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.
Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Louise Higgins 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.
Upcoming Dividend • Sep 12Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 03 October 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Australian dividend payers (6.2%). Lower than average of industry peers (6.7%).
Declared Dividend • Aug 17Final dividend of AU$0.02 announcedShareholders will receive a dividend of AU$0.02. Ex-date: 19th September 2024 Payment date: 3rd October 2024 Dividend yield will be 4.2%, which is lower than the industry average of 5.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (21% cash payout ratio). The dividend has increased by an average of 10% per year over the past 7 years. However, payments have been volatile during that time.
Reported Earnings • Aug 16Full year 2024 earnings released: AU$0.48 loss per share (vs AU$0.61 profit in FY 2023)Full year 2024 results: AU$0.48 loss per share (down from AU$0.61 profit in FY 2023). Revenue: AU$804.5m (up 8.7% from FY 2023). Net loss: AU$44.2m (down 178% from profit in FY 2023). Revenue is expected to decline by 63% p.a. on average during the next 3 years, while revenues in the Media industry in Australia are expected to grow by 1.4%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 15Enero Group Limited, Annual General Meeting, Oct 17, 2024Enero Group Limited, Annual General Meeting, Oct 17, 2024.
お知らせ • May 22Enero Group Limited to Report Fiscal Year 2024 Results on Aug 15, 2024Enero Group Limited announced that they will report fiscal year 2024 results on Aug 15, 2024
New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 28% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 28% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (AU$145.2m market cap, or US$96.0m).
Upcoming Dividend • Mar 13Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 12 April 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (4.7%).
Buy Or Sell Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock has risen 4.2% to AU$1.60. The fair value is estimated to be AU$1.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 69% in 2 years. Earnings are forecast to decline by 56% in the next 2 years.
お知らせ • Dec 12Enero Group Limited to Report First Half, 2024 Results on Feb 28, 2024Enero Group Limited announced that they will report first half, 2024 results on Feb 28, 2024
Buying Opportunity • Nov 23Now 21% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be AU$1.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$1.64, the stock trades at a trailing P/E ratio of 2.7x. Average forward P/E is 12x in the Media industry in Australia. Total returns to shareholders of 4.4% over the past three years.
お知らせ • Nov 01The Civic Partnership Pty Ltd acquired CPR Communications and Public Relations Pty Limited from Enero Group Limited (ASX:EGG).The Civic Partnership Pty Ltd acquired CPR Communications and Public Relations Pty Limited from Enero Group Limited (ASX:EGG) on October 31, 2023. CPR contributed 1.2%, or AUD 2.7 million, of Enero Group net revenue for FY23. The Civic Partnership Pty Ltd completed the acquisition of CPR Communications and Public Relations Pty Limited from Enero Group Limited (ASX:EGG) on October 31, 2023.
Buying Opportunity • Oct 31Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be AU$1.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years.
Buying Opportunity • Sep 19Now 20% undervaluedOver the last 90 days, the stock is up 9.7%. The fair value is estimated to be AU$1.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years.
Upcoming Dividend • Sep 12Upcoming dividend of AU$0.045 per share at 6.9% yieldEligible shareholders must have bought the stock before 19 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Australian dividend payers (6.9%). Higher than average of industry peers (5.6%).
Buying Opportunity • Sep 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be AU$2.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$1.44, the stock trades at a trailing P/E ratio of 2.4x. Average forward P/E is 12x in the Media industry in Australia. Total returns to shareholders of 2.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$1.94 per share.
お知らせ • Aug 18+ 1 more updateEnero Group Limited, Annual General Meeting, Oct 19, 2023Enero Group Limited, Annual General Meeting, Oct 19, 2023.
Reported Earnings • Aug 18Full year 2023 earnings released: EPS: AU$0.61 (vs AU$0.29 in FY 2022)Full year 2023 results: EPS: AU$0.61 (up from AU$0.29 in FY 2022). Revenue: AU$740.2m (up 42% from FY 2022). Net income: AU$56.5m (up 123% from FY 2022). Profit margin: 7.6% (up from 4.9% in FY 2022). Revenue is expected to decline by 56% p.a. on average during the next 2 years, while revenues in the Media industry in Australia are expected to grow by 1.4%. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$154.4m (US$98.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (AU$154.4m market cap, or US$98.9m).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$1.78, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Media industry in Australia. Total loss to shareholders of 33% over the past year. Simply Wall St's valuation model estimates the intrinsic value at AU$1.97 per share.
Buying Opportunity • Jul 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be AU$1.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to decline by 60% in 2 years. Earnings is forecast to grow by 7.2% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to AU$1.46, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Media industry in Australia. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$1.90 per share.
Buying Opportunity • Jun 09Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be AU$1.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to decline by 60% in 2 years. Earnings is forecast to grow by 7.2% in the next 2 years.
お知らせ • Jun 09Enero Group Limited to Report Fiscal Year 2023 Results on Aug 18, 2023Enero Group Limited announced that they will report fiscal year 2023 results on Aug 18, 2023
Recent Insider Transactions • Mar 02Independent Non-Executive Director recently bought AU$99k worth of stockOn the 21st of February, David Brain bought around 46k shares on-market at roughly AU$2.18 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$293k more in shares than they have sold in the last 12 months.
お知らせ • Feb 17Enero Group Limited Announces Ordinary Fully Paid Dividend for Six Months Ended December 31, 2022, Payable on March 15, 2023Enero Group Limited announced ordinary fully paid dividend of AUD 0.06500000 per security for a period of six months ended December 31, 2022, payable on March 15, 2023. Record date is February 24, 2023 and ex-date is February 23, 2023.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to AU$2.27, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Media industry in Australia. Total returns to shareholders of 41% over the past three years.
お知らせ • Jan 21Enero Group Limited to Report First Half, 2023 Results on Feb 16, 2023Enero Group Limited announced that they will report first half, 2023 results on Feb 16, 2023
Upcoming Dividend • Sep 12Upcoming dividend of AU$0.065 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Australian dividend payers (6.5%). Lower than average of industry peers (6.0%).
Recent Insider Transactions • Aug 19Independent Non-Executive Chairman recently bought AU$102k worth of stockOn the 16th of August, Ann Sherry bought around 31k shares on-market at roughly AU$3.25 per share. This was the largest purchase by an insider in the last 3 months. This was Ann's only on-market trade for the last 12 months.
Reported Earnings • Aug 13Full year 2022 earnings released: EPS: AU$0.29 (vs AU$0.005 loss in FY 2021)Full year 2022 results: EPS: AU$0.29 (up from AU$0.005 loss in FY 2021). Revenue: AU$522.4m (up 29% from FY 2021). Net income: AU$25.4m (up AU$25.8m from FY 2021). Profit margin: 4.9% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is expected to shrink by 52% compared to a 8.8% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year.
Reported Earnings • Feb 20First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.16 (up from AU$0.15 in 1H 2021). Revenue: AU$243.5m (up 25% from 1H 2021). Net income: AU$13.7m (up 3.2% from 1H 2021). Profit margin: 5.6% (down from 6.8% in 1H 2021). Revenue exceeded analyst estimates by 5.3%. Over the next year, revenue is expected to shrink by 57% compared to a 8.2% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 15Upcoming dividend of AU$0.044 per shareEligible shareholders must have bought the stock before 22 September 2021. Payment date: 06 October 2021. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (5.1%). Higher than average of industry peers (3.1%).
Reported Earnings • Aug 22Full year 2021 earnings released: AU$0.005 loss per share (vs AU$0.13 profit in FY 2020)The company reported a mediocre full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$404.1m (up 50% from FY 2020). Net loss: AU$402.0k (down 104% from profit in FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$2.70, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Media industry globally. Total returns to shareholders of 209% over the past three years.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 22% share price gain to AU$2.97, the stock is trading at a trailing P/E ratio of 13x, up from the previous P/E ratio of 10.7x. This compares to an average P/E of 15x in the Media industry in Australia. Total returns to shareholders over the past year are 69%.
Reported Earnings • Feb 12First half 2021 earnings released: EPS AU$0.15 (vs AU$0.046 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$194.5m (up 45% from 1H 2020). Net income: AU$13.3m (up 234% from 1H 2020). Profit margin: 6.8% (up from 3.0% in 1H 2020). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Feb 11New 90-day high: AU$2.15The company is up 17% from its price of AU$1.83 on 10 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.36 per share.
Is New 90 Day High Low • Dec 29New 90-day high: AU$2.09The company is up 35% from its price of AU$1.55 on 30 September 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.41 per share.
お知らせ • Aug 13Enero Group Limited to Report Fiscal Year 2020 Final Results on Aug 26, 2020Enero Group Limited announced that they will report fiscal year 2020 final results at 1:10 AM, GMT Standard Time on Aug 26, 2020