Adairs（ADH）株式概要
Adairs Limited はオーストラリアとニュージーランドで家庭用家具、家具、装飾品の専門小売業を営んでいる。 詳細
ADH Community Fair Values
Create NarrativeSee what 63 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Adairs Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | AU$1.25 |
| 52週高値 | AU$2.87 |
| 52週安値 | AU$1.18 |
| ベータ | 1.74 |
| 1ヶ月の変化 | -4.23% |
| 3ヶ月変化 | -31.22% |
| 1年変化 | -53.54% |
| 3年間の変化 | -33.24% |
| 5年間の変化 | -73.40% |
| IPOからの変化 | -53.02% |
最新ニュース
ナラティブの更新 • Apr 27
ADH: Store And Concept Rollout Will Support Recovery And Future Upside
Analysts have trimmed their fair value estimate for Adairs from A$2.39 to A$2.27, reflecting slightly more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Adairs is set to exit the S&P/ASX Small Ordinaries Index, following a decision to remove Adairs Limited (ASX:ADH) from the index.
新しいナラティブ • Apr 25
Rising Store Costs And Promotional Reliance Will Pressure Margins Yet Technology Upgrades Will Help
Catalysts About Adairs Adairs is a retailer focused on home furnishings and homewares across the Adairs, Focus on Furniture and Mocka brands. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Apr 10
Loyalty Program And Store Investments Will Drive Long Term Home Furnishings Strength
Catalysts About Adairs Adairs is a home furnishings retailer with brands focused on bed linen, towelling, furniture and home décor across Australia and New Zealand, supported by both physical stores and online channels. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Apr 09
ADH: Store Rollout Refurbishment And New CFO Will Support Recovery
Analysts have kept their A$2.39 fair value estimate for Adairs broadly unchanged, with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that guide the latest price target update. What's in the News Adairs is set to leave the S&P/ASX Small Ordinaries Index following an index review that removes the company from the benchmark (Index Constituent Drops).Recent updates
ナラティブの更新 • Apr 27
ADH: Store And Concept Rollout Will Support Recovery And Future Upside
Analysts have trimmed their fair value estimate for Adairs from A$2.39 to A$2.27, reflecting slightly more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Adairs is set to exit the S&P/ASX Small Ordinaries Index, following a decision to remove Adairs Limited (ASX:ADH) from the index.新しいナラティブ • Apr 25
Rising Store Costs And Promotional Reliance Will Pressure Margins Yet Technology Upgrades Will Help
Catalysts About Adairs Adairs is a retailer focused on home furnishings and homewares across the Adairs, Focus on Furniture and Mocka brands. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Apr 10
Loyalty Program And Store Investments Will Drive Long Term Home Furnishings Strength
Catalysts About Adairs Adairs is a home furnishings retailer with brands focused on bed linen, towelling, furniture and home décor across Australia and New Zealand, supported by both physical stores and online channels. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Apr 09
ADH: Store Rollout Refurbishment And New CFO Will Support Recovery
Analysts have kept their A$2.39 fair value estimate for Adairs broadly unchanged, with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that guide the latest price target update. What's in the News Adairs is set to leave the S&P/ASX Small Ordinaries Index following an index review that removes the company from the benchmark (Index Constituent Drops).ナラティブの更新 • Mar 25
ADH: Store Network Changes And New CFO Will Support Earnings Recovery
Analysts have kept their A$ fair value estimate for Adairs essentially unchanged, with a minor adjustment to the discount rate and future P/E assumptions. These changes guide a refreshed price target that remains closely aligned with prior estimates.ナラティブの更新 • Mar 10
ADH: Store Network Reset And New CFO Will Support Earnings Recovery
Analysts have trimmed their price target for Adairs by A$0.05 to A$2.39, reflecting updated assumptions around slightly softer revenue growth, a higher profit margin, a modestly lower discount rate, and a reduced future P/E multiple. What's in the News Adairs plans 3 to 4 new Adairs stores and 6 to 7 closures in 2H FY26, plus 1 to 2 upsizes, and a new Concept Store at Bondi Junction in Fourth Quarter FY26, alongside further growth plans for Focus on Furniture and the first standalone Mocka store in May 2026 (company announcement).ナラティブの更新 • Feb 23
ADH: New Group CFO Appointment Will Support Future Earnings Rebound Narrative
Analysts have trimmed their Adairs price target from A$2.76 to A$2.44, reflecting updated assumptions for slightly softer revenue growth and profit margins, as well as a modestly lower future P/E multiple. What's in the News Adairs Limited has appointed Matt Edmonds as Group Chief Financial Officer, effective February 9, 2026, bringing more than 20 years of international finance and retail experience across Australia, the UK, Asia, and the US (Key Developments).分析記事 • Jan 22
Market Cool On Adairs Limited's (ASX:ADH) Earnings
With a price-to-earnings (or "P/E") ratio of 11.8x Adairs Limited ( ASX:ADH ) may be sending bullish signals at the...分析記事 • Nov 12
Does Adairs (ASX:ADH) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 30
Adairs' (ASX:ADH) Dividend Is Being Reduced To A$0.04
Adairs Limited ( ASX:ADH ) has announced that on 7th of October, it will be paying a dividend ofA$0.04, which a...ナラティブの更新 • Aug 28
Omnichannel Investments And Technology Overhaul Will Unlock Future Potential
The upward revision in Adairs’ analyst price target reflects increased optimism, as both the future P/E and consensus revenue growth forecasts have improved, resulting in a higher fair value of A$2.67. Valuation Changes Summary of Valuation Changes for Adairs The Consensus Analyst Price Target has risen from A$2.45 to A$2.67.分析記事 • Aug 27
Investors Still Aren't Entirely Convinced By Adairs Limited's (ASX:ADH) Earnings Despite 26% Price Jump
Adairs Limited ( ASX:ADH ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...分析記事 • May 09
The Market Lifts Adairs Limited (ASX:ADH) Shares 28% But It Can Do More
Adairs Limited ( ASX:ADH ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...分析記事 • Feb 26
Is Now The Time To Look At Buying Adairs Limited (ASX:ADH)?
Adairs Limited ( ASX:ADH ), might not be a large cap stock, but it saw significant share price movement during recent...
新しいナラティブ • Feb 09
Sustainability Initiatives Will Strengthen Future Brand Reputation
Enhanced control over supply chain operations and a new warehouse management system are expected to improve net margins and earnings in the next fiscal year.分析記事 • Oct 16
Further Upside For Adairs Limited (ASX:ADH) Shares Could Introduce Price Risks After 37% Bounce
Adairs Limited ( ASX:ADH ) shares have had a really impressive month, gaining 37% after a shaky period beforehand...分析記事 • Sep 03
We Think You Can Look Beyond Adairs' (ASX:ADH) Lackluster Earnings
Adairs Limited's ( ASX:ADH ) earnings announcement last week didn't impress shareholders. However, our analysis...分析記事 • Aug 30
Adairs Limited Just Missed Earnings - But Analysts Have Updated Their Models
It's been a mediocre week for Adairs Limited ( ASX:ADH ) shareholders, with the stock dropping 14% to AU$1.86 in the...分析記事 • Jul 25
Is Now An Opportune Moment To Examine Adairs Limited (ASX:ADH)?
Adairs Limited ( ASX:ADH ), is not the largest company out there, but it led the ASX gainers with a relatively large...分析記事 • Apr 08
These 4 Measures Indicate That Adairs (ASX:ADH) Is Using Debt Extensively
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 12
Improved Earnings Required Before Adairs Limited (ASX:ADH) Stock's 34% Jump Looks Justified
Adairs Limited ( ASX:ADH ) shares have continued their recent momentum with a 34% gain in the last month alone. Looking...分析記事 • Feb 27
AU$2.15 - That's What Analysts Think Adairs Limited (ASX:ADH) Is Worth After These Results
Shareholders will be ecstatic, with their stake up 21% over the past week following Adairs Limited 's ( ASX:ADH...分析記事 • Jan 19
Investors Don't See Light At End Of Adairs Limited's (ASX:ADH) Tunnel
With a price-to-earnings (or "P/E") ratio of 7.6x Adairs Limited ( ASX:ADH ) may be sending very bullish signals at the...分析記事 • Oct 19
When Should You Buy Adairs Limited (ASX:ADH)?
Adairs Limited ( ASX:ADH ), might not be a large cap stock, but it saw significant share price movement during recent...分析記事 • May 24
Is Adairs Limited (ASX:ADH) Potentially Undervalued?
While Adairs Limited ( ASX:ADH ) might not be the most widely known stock at the moment, it received a lot of attention...分析記事 • Feb 22
Adairs (ASX:ADH) Is Due To Pay A Dividend Of A$0.08
Adairs Limited's ( ASX:ADH ) investors are due to receive a payment of A$0.08 per share on 6th of April. Based on this...分析記事 • Feb 08
When Should You Buy Adairs Limited (ASX:ADH)?
Adairs Limited ( ASX:ADH ), is not the largest company out there, but it saw a decent share price growth in the teens...株主還元
| ADH | AU Specialty Retail | AU 市場 | |
|---|---|---|---|
| 7D | -1.2% | -1.6% | -0.4% |
| 1Y | -53.5% | -27.5% | 2.9% |
業界別リターン: ADH過去 1 年間で-27.5 % の収益を上げたAustralian Specialty Retail業界を下回りました。
リターン対市場: ADHは、過去 1 年間で2.9 % のリターンを上げたAustralian市場を下回りました。
価格変動
| ADH volatility | |
|---|---|
| ADH Average Weekly Movement | 7.5% |
| Specialty Retail Industry Average Movement | 6.8% |
| Market Average Movement | 10.5% |
| 10% most volatile stocks in AU Market | 17.5% |
| 10% least volatile stocks in AU Market | 4.4% |
安定した株価: ADH 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ADHの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1918 | n/a | Elle Roseby | www.adairs.com.au |
Adairs Limited はオーストラリアとニュージーランドで家庭用家具、家具、装飾品の専門小売業を営んでいる。同社は3つのセグメントで事業を展開している：アデアーズ（Adairs）、フォーカス・オン・ファニチャー（Focus on Furniture）、モッカ（Mocka）。ベッドリネン、寝具、寝室用家具およびアクセサリーなどの寝室用品、タオル、バスマット、バスランナー、バスローブ、スリッパ、バスルームアクセサリー、ランドリーおよびホームケア製品などのバスルームおよびランドリー用品、寝室、オフィス、リビングルーム、子供用家具などの家具製品、フロアラグおよびマットなどを提供している。また、ホームスタイリング、ホームケア＆ギフト、ペット用品、アウトドア用品、収納用品、キッチン用品などのホーム＆アウトドア製品、子供用ベッドリネン、寝具、装飾品、バスルーム、家具、子供部屋などの子供用品、ギフト製品も取り扱っている。同社は、Adairs、Focus on Furniture、Mockaの各ブランドとオンラインショップで商品を販売している。同社は以前はHome & Decor Holdings Pty Ltdとして知られていたが、2015年5月に社名をAdairs Limitedに変更した。Adairs Limitedは1918年に設立され、本社はオーストラリアのチャドストーンにある。
Adairs Limited 基礎のまとめ
| ADH 基礎統計学 | |
|---|---|
| 時価総額 | AU$222.38m |
| 収益（TTM） | AU$19.14m |
| 売上高(TTM) | AU$636.54m |
11.6x
PER（株価収益率0.3x
P/SレシオADH は割高か？
公正価値と評価分析を参照収益と収入
| ADH 損益計算書（TTM） | |
|---|---|
| 収益 | AU$636.54m |
| 売上原価 | AU$341.96m |
| 売上総利益 | AU$294.59m |
| その他の費用 | AU$275.45m |
| 収益 | AU$19.14m |
直近の収益報告
Dec 28, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.11 |
| グロス・マージン | 46.28% |
| 純利益率 | 3.01% |
| 有利子負債／自己資本比率 | 28.5% |
ADH の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
8.4%
現在の配当利回り88%
配当性向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 | 2026/05/21 07:28 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2025/12/28 |
| 年間収益 | 2025/06/29 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Adairs Limited 6 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。11
| アナリスト | 機関 |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Chamithri Ratnapala | Bell Potter |
| Allan Franklin | Canaccord Genuity |