Kogan.com Ltd

ASX:KGN 株式レポート

時価総額:AU$387.6m

Kogan.com 配当と自社株買い

配当金 基準チェック /26

Kogan.com配当を支払う会社であり、現在の利回りは3.74%です。

主要情報

3.7%

配当利回り

2.3%

バイバック利回り

総株主利回り6.0%
将来の配当利回り5.0%
配当成長3.2%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向-36%

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 Jun 07

KGN: Share Buyback Will Support Future Returns At Reset Fair Value

Analysts have reset their price target for Kogan.com to A$9.00, reflecting updated assumptions for discount rates, revenue growth, profit margins and future P/E, which collectively indicate a revised view of the stock's risk and earnings profile. What's in the News The Board of Directors of Kogan.com Ltd approved a share buyback plan on April 24, 2026.
ナラティブの更新 May 12

Kogan.com will ride high on a comfortable 8% profit margin despite global inflation and supply issues

Increased medium term inflation, alongside global supply chain challenges and geopolitical uncertainty will constrain the margins of consumer retail businesses. Kogan would be wise to double down on its current approach of targeting higher margin opportunities, even if that leads to reduced market share and slower revenue growth.
ナラティブの更新 Apr 28

KGN: Buyback And Fully Franked Dividend Will Support Future Share Returns

Analysts have fine tuned their assumptions on Kogan.com, keeping the fair value estimate steady at A$9.00 while adjusting inputs such as discount rate, revenue growth, profit margin and future P/E to reflect updated views on the business. What's in the News The Board of Directors authorized a share buyback plan for Kogan.com Ltd on April 24, 2026, signalling an intention to return capital to shareholders over time (Key Developments).
ナラティブの更新 Apr 10

KGN: Rising Fully Franked Dividend Will Support Stronger Future Share Performance

Analysts have modestly adjusted their price target on Kogan.com to A$9.00, reflecting updated views on its discount rate, revenue growth, profit margin and future P/E profile, while keeping fair value unchanged at A$9.00. What's in the News Kogan.com board has declared a fully franked ordinary dividend of A$0.08 per ordinary share for the six months ended December 31, 2025, compared with A$0.07, fully franked, for the first half of fiscal 2025, described as a 14.3% uplift on the prior comparable period (Key Developments).
ナラティブの更新 Mar 27

KGN: Higher Dividend And Firmer Margins Will Support Stronger Future Shares

Analysts have reaffirmed their A$ price target for Kogan.com at A$9.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples while maintaining the same headline valuation level. What's in the News Kogan.com has announced a fully franked ordinary dividend of A$0.08 per share for the six months ended December 31, 2025, with a record date of March 13, 2026, ex date of March 12, 2026, and payment date of April 30, 2026 (Key Developments).
ナラティブの更新 Mar 10

KGN: Higher Dividend Will Mask Compressed Future Earnings Multiple Risk

Analysts have maintained their price target on Kogan.com at A$3.30, reflecting updated assumptions for discount rate, revenue growth, profit margins and a slightly lower future P/E multiple. What's in the News The Board of Kogan.com Ltd has declared a fully franked ordinary dividend of 8.0 cents per Ordinary Share for the six months ended December 31, 2025, compared with 7.0 cents for the first half of fiscal 2025, described as up 14.3% on the prior corresponding period (Key Developments).
ナラティブの更新 Feb 23

KGN: Steady Fair Value And Firmer Margins Will Support Stronger Future Shares

Analysts have maintained their A$9.00 price target for Kogan.com, citing only small adjustments to discount rate, revenue growth and profit margin assumptions, along with a slightly lower future P/E multiple in their valuation work. Valuation Changes Fair Value: A$9.00 per share is unchanged, with no adjustment to the central valuation outcome.
ナラティブの更新 Feb 09

KGN: Steady Fair Value And Firmer Margins Will Support Stronger Future Shares

Narrative Update on Kogan.com Analyst Price Target Analysts have kept their fair value estimate for Kogan.com steady at A$9.00. Small adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions have resulted in this unchanged target.
分析記事 Feb 03

Kogan.com Ltd (ASX:KGN) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Kogan.com fair value estimate is AU$6.91 Current share price...
ナラティブの更新 Jan 25

KGN: Higher Profit Margins And Lower Risk Assumptions Will Support Stronger Future Shares

Analysts have slightly lowered their price target on Kogan.com to account for a modestly reduced future P/E assumption and minor changes to the discount rate, revenue growth, and profit margin forecasts, while maintaining their fair value estimate at A$9.00. Valuation Changes Fair Value: The fair value estimate is unchanged at A$9.00 per share.
ナラティブの更新 Jan 11

KGN: Higher Profit Margins And Stable Assumptions Will Support Stronger Future Shares

Analysts have trimmed their price target on Kogan.com to A$9.00 from A$9.00, reflecting slightly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E, while keeping their overall valuation view unchanged. Valuation Changes Fair Value: Kept unchanged at A$9.00 per share.
ナラティブの更新 Dec 26

KGN: Higher Profit Margins Will Support Stronger Future Share Performance

Analysts have nudged their price target on Kogan.com higher to align more closely with an updated fair value estimate of A$9.00 per share, citing expectations of slightly stronger profit margins that will offset modestly softer revenue growth and a lower future price to earnings multiple. Valuation Changes Fair Value Estimate: unchanged at A$9.00 per share, with higher margin assumptions offsetting slightly softer growth and a lower future multiple.
ナラティブの更新 Dec 12

KGN: Share Buyback Will Support EPS As Margins Face Modest Pressures

Analysts have trimmed their price target for Kogan.com to about $3.30 from roughly $4.05. This reflects slightly higher perceived risk, slower expected revenue growth and modestly softer profit margins, even as future valuation multiples edge up.
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新しいナラティブ Mar 15

Mobile App Expansion And Loyalty Program Enhancements Expected To Strengthen Customer Engagement

Expanding Kogan Marketplace and Mighty Ape initiatives drives customer engagement and scalability, supporting future revenue and earnings growth.
分析記事 Feb 03

Not Many Are Piling Into Kogan.com Ltd (ASX:KGN) Stock Yet As It Plummets 25%

Kogan.com Ltd ( ASX:KGN ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 Dec 18

Optimistic Investors Push Kogan.com Ltd (ASX:KGN) Shares Up 26% But Growth Is Lacking

Kogan.com Ltd ( ASX:KGN ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
分析記事 Apr 25

Kogan.com Ltd's (ASX:KGN) 36% Cheaper Price Remains In Tune With Revenues

Kogan.com Ltd ( ASX:KGN ) shares have had a horrible month, losing 36% after a relatively good period beforehand...
分析記事 Apr 16

Kogan.com's (ASX:KGN) Returns On Capital Not Reflecting Well On The Business

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Feb 26

What Kogan.com Ltd's (ASX:KGN) 39% Share Price Gain Is Not Telling You

Despite an already strong run, Kogan.com Ltd ( ASX:KGN ) shares have been powering on, with a gain of 39% in the last...
分析記事 Jan 25

Should You Investigate Kogan.com Ltd (ASX:KGN) At AU$5.44?

Kogan.com Ltd ( ASX:KGN ), is not the largest company out there, but it saw a significant share price rise of 27% in...
分析記事 Nov 16

Here's Why It's Unlikely That Kogan.com Ltd's (ASX:KGN) CEO Will See A Pay Rise This Year

Key Insights Kogan.com will host its Annual General Meeting on 22nd of November CEO Ruslan Kogan's total compensation...
分析記事 Jun 19

Are Investors Undervaluing Kogan.com Ltd (ASX:KGN) By 27%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Kogan.com fair value estimate is AU$6.69 Kogan.com's AU$4.91...
分析記事 Feb 28

Analysts Have Lowered Expectations For Kogan.com Ltd (ASX:KGN) After Its Latest Results

As you might know, Kogan.com Ltd ( ASX:KGN ) last week released its latest half-year, and things did not turn out so...
分析記事 Jan 05

Kogan.com Ltd's (ASX:KGN) Intrinsic Value Is Potentially 90% Above Its Share Price

Key Insights Kogan.com's estimated fair value is AU$7.4 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 Nov 17

It Looks Like Kogan.com Ltd's (ASX:KGN) CEO May Expect Their Salary To Be Put Under The Microscope

The results at Kogan.com Ltd ( ASX:KGN ) have been quite disappointing recently and CEO Ruslan Kogan bears some...
分析記事 Oct 31

Analysts Just Shaved Their Kogan.com Ltd (ASX:KGN) Forecasts Dramatically

Today is shaping up negative for Kogan.com Ltd ( ASX:KGN ) shareholders, with the analysts delivering a substantial...
分析記事 Feb 26

There Are Reasons To Feel Uneasy About Kogan.com's (ASX:KGN) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
分析記事 Dec 29

An Intrinsic Calculation For Kogan.com Ltd (ASX:KGN) Suggests It's 49% Undervalued

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Kogan.com Ltd...
分析記事 Oct 13

Is Kogan.com (ASX:KGN) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Sep 23

Kogan.com's (ASX:KGN) Returns On Capital Not Reflecting Well On The Business

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...

決済の安定と成長

配当データの取得

安定した配当: KGNは 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。

増加する配当: KGNの配当金は増加していますが、同社は9年間しか配当金を支払っていません。


配当利回り対市場

Kogan.com 配当利回り対市場
KGN 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (KGN)3.7%
市場下位25% (AU)2.7%
市場トップ25% (AU)6.8%
業界平均 (Multiline Retail)1.5%
アナリスト予想 (KGN) (最長3年)5.0%

注目すべき配当: KGNの配当金 ( 3.74% ) はAustralian市場の配当金支払者の下位 25% ( 2.74% ) よりも高くなっています。

高配当: KGNの配当金 ( 3.74% ) はAustralian市場の配当金支払者の上位 25% ( 6.84% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: KGNは配当金を支払っていますが、会社は利益を上げていません。


株主配当金

キャッシュフローカバレッジ: KGNの 現金配当性向 ( 42.9% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

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2026/06/10 15:26
終値2026/06/10 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Kogan.com Ltd 5 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。8

アナリスト機関
Chamithri RatnapalaBell Potter
Ivana YeBofA Global Research
Owen HumphriesCanaccord Genuity