View Future GrowthSupply Network 過去の業績過去 基準チェック /46Supply Networkは、平均年間24.2%の収益成長を遂げていますが、 Retail Distributors業界の収益は、年間 成長しています。収益は、平均年間10.6% 18.8%収益成長率で 成長しています。 Supply Networkの自己資本利益率は28.2%であり、純利益率は11.4%です。主要情報24.22%収益成長率22.92%EPS成長率Retail Distributors 業界の成長7.32%収益成長率18.76%株主資本利益率28.20%ネット・マージン11.39%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Feb 24First half 2026 earnings: EPS and revenues exceed analyst expectationsFirst half 2026 results: EPS: AU$0.52 (up from AU$0.46 in 1H 2025). Revenue: AU$200.1m (up 17% from 1H 2025). Net income: AU$22.9m (up 16% from 1H 2025). Profit margin: 11% (in line with 1H 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 26Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: AU$0.93 (up from AU$0.79 in FY 2024). Revenue: AU$349.5m (up 15% from FY 2024). Net income: AU$40.0m (up 21% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 02First half 2025 earnings released: EPS: AU$0.46 (vs AU$0.36 in 1H 2024)First half 2025 results: EPS: AU$0.46 (up from AU$0.36 in 1H 2024). Revenue: AU$171.2m (up 18% from 1H 2024). Net income: AU$19.8m (up 32% from 1H 2024). Profit margin: 12% (up from 10% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 27Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: AU$0.79 (up from AU$0.67 in FY 2023). Revenue: AU$302.9m (up 20% from FY 2023). Net income: AU$33.0m (up 21% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 01First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.31 in 1H 2023)First half 2024 results: EPS: AU$0.36 (up from AU$0.31 in 1H 2023). Revenue: AU$145.4m (up 22% from 1H 2023). Net income: AU$15.0m (up 18% from 1H 2023). Profit margin: 10% (in line with 1H 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: AU$0.67 (up from AU$0.49 in FY 2022). Revenue: AU$252.4m (up 27% from FY 2022). Net income: AU$27.4m (up 37% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesお知らせ • Jun 24Supply Network Limited Announces Retirement of Peter William Gill as A Director, Effective June 30, 2026Supply Network Limited announced that Mr. Peter William Gill will be retiring as a Director of the Company, effective June 30, 2026. Mr. Gill was appointed to the Board in May 2008 as Executive Finance Director, having previously been a Senior Finance Executive and Company Secretary since 1995, and became a non-executive director in October 2018. During his tenure, Mr. Gill served as Chairman of the Audit and Risk Committee and was a member of the Remuneration Committee. Ms Karen Phin was appointed as a Non-Executive Director on September 22, 2025 as part of the Board’s succession planning and will assume the role of Chairman of the Audit and Risk Committee following Mr. Gill's retirement. Ms Phin brings more than 30 years of legal, corporate advisory, capital markets and board experience.Buy Or Sell Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to AU$31.47. The fair value is estimated to be AU$39.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Upcoming Dividend • Mar 11Upcoming dividend of AU$0.36 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 02 April 2026. Payout ratio is a comfortable 75% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (3.0%).Reported Earnings • Feb 24First half 2026 earnings: EPS and revenues exceed analyst expectationsFirst half 2026 results: EPS: AU$0.52 (up from AU$0.46 in 1H 2025). Revenue: AU$200.1m (up 17% from 1H 2025). Net income: AU$22.9m (up 16% from 1H 2025). Profit margin: 11% (in line with 1H 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jan 25Final dividend increased to AU$0.36Dividend of AU$0.36 is 13% higher than last year. Ex-date: 18th March 2026 Payment date: 2nd April 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 23Supply Network Limited Declares Fully Franked Interim Dividend for the Six Months Ended December 31, 2025, Payable on April 2, 2026Supply Network Limited Directors Have Declared A Fully Franked Interim Dividend for the Six Months Ended December 31, 2025 of 36.0 Cents Per Share, with A Record Date of 19 March 2026, to Be Paid on April 2, 2026 and Ex- Date of 18 March 2026.分析記事 • Dec 22A Look At The Fair Value Of Supply Network Limited (ASX:SNL)Key Insights The projected fair value for Supply Network is AU$37.50 based on 2 Stage Free Cash Flow to Equity With...お知らせ • Sep 23Supply Network Limited, Annual General Meeting, Oct 24, 2025Supply Network Limited, Annual General Meeting, Oct 24, 2025. Location: at edwin flack room, sofitel sydney wentworth, 61 - 101 phillip street, sydney nsw 2000 AustraliaUpcoming Dividend • Sep 10Upcoming dividend of AU$0.38 per shareEligible shareholders must have bought the stock before 17 September 2025. Payment date: 02 October 2025. Payout ratio is on the higher end at 75%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Lower than top quartile of Australian dividend payers (5.5%). Lower than average of industry peers (2.6%).Price Target Changed • Aug 26Price target increased by 7.0% to AU$36.67Up from AU$34.26, the current price target is an average from 5 analysts. New target price is 5.6% below last closing price of AU$38.85. Stock is up 35% over the past year. The company is forecast to post earnings per share of AU$1.07 for next year compared to AU$0.93 last year.Reported Earnings • Aug 26Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: AU$0.93 (up from AU$0.79 in FY 2024). Revenue: AU$349.5m (up 15% from FY 2024). Net income: AU$40.0m (up 21% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 01Supply Network (ASX:SNL) Is Increasing Its Dividend To A$0.38Supply Network Limited ( ASX:SNL ) will increase its dividend on the 2nd of October to A$0.38, which is 15% higher than...Declared Dividend • Jul 27First half dividend increased to AU$0.38Dividend of AU$0.38 is 15% higher than last year. Ex-date: 17th September 2025 Payment date: 2nd October 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but not covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 25Calculating The Fair Value Of Supply Network Limited (ASX:SNL)Key Insights The projected fair value for Supply Network is AU$36.86 based on 2 Stage Free Cash Flow to Equity With...分析記事 • Jun 12Some Shareholders Feeling Restless Over Supply Network Limited's (ASX:SNL) P/E RatioWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 18x, you may consider...Recent Insider Transactions • May 23Non-Executive Director recently sold AU$1.3m worth of stockOn the 19th of May, Peter McKenzie sold around 32k shares on-market at roughly AU$41.26 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$19m. Insiders have been net sellers, collectively disposing of AU$127m more than they bought in the last 12 months.Buy Or Sell Opportunity • May 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to AU$41.40. The fair value is estimated to be AU$34.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Recent Insider Transactions • May 13Non-Executive Director recently sold AU$4.1m worth of stockOn the 12th of May, Peter McKenzie sold around 102k shares on-market at roughly AU$40.24 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$19m. Insiders have been net sellers, collectively disposing of AU$126m more than they bought in the last 12 months.Recent Insider Transactions • May 06Non-Executive Director recently sold AU$221k worth of stockOn the 1st of May, Peter Gill sold around 6k shares on-market at roughly AU$38.48 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$19m. Insiders have been net sellers, collectively disposing of AU$121m more than they bought in the last 12 months.Recent Insider Transactions • Mar 26Insider recently sold AU$17m worth of stockOn the 21st of March, Harry Forsyth sold around 516k shares on-market at roughly AU$33.38 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$19m. Insiders have been net sellers, collectively disposing of AU$111m more than they bought in the last 12 months.Buy Or Sell Opportunity • Mar 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to AU$37.70. The fair value is estimated to be AU$31.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Upcoming Dividend • Mar 13Upcoming dividend of AU$0.32 per shareEligible shareholders must have bought the stock before 20 March 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Australian dividend payers (6.5%). Lower than average of industry peers (2.7%).分析記事 • Mar 06Is Supply Network (ASX:SNL) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 02First half 2025 earnings released: EPS: AU$0.46 (vs AU$0.36 in 1H 2024)First half 2025 results: EPS: AU$0.46 (up from AU$0.36 in 1H 2024). Revenue: AU$171.2m (up 18% from 1H 2024). Net income: AU$19.8m (up 32% from 1H 2024). Profit margin: 12% (up from 10% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 27Supply Network's (ASX:SNL) Dividend Will Be A$0.32Supply Network Limited ( ASX:SNL ) will pay a dividend of A$0.32 on the 4th of April. This takes the annual payment to...Declared Dividend • Jan 26Final dividend increased to AU$0.32Dividend of AU$0.32 is 39% higher than last year. Ex-date: 20th March 2025 Payment date: 4th April 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (199% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jan 24The Trend Of High Returns At Supply Network (ASX:SNL) Has Us Very InterestedIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...お知らせ • Jan 24+ 1 more updateSupply Network Limited Declares Fully Franked Interim Dividend for the Six Months Ended December 31, 2024, Payable on April 4, 2025Supply Network Limited Directors have declared a fully franked interim dividend for the six months ended December 31, 2024 of 32.0 cents per share, with a record date of 21 March 2025, to be paid on 4 April 2025 and EX- date of 20 March 2025.Price Target Changed • Dec 02Price target increased by 9.0% to AU$34.24Up from AU$31.42, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of AU$31.81. Stock is up 103% over the past year. The company is forecast to post earnings per share of AU$0.97 for next year compared to AU$0.79 last year.Recent Insider Transactions • Oct 09Non-Executive Director recently sold AU$6.9m worth of stockOn the 4th of October, Peter McKenzie sold around 231k shares on-market at roughly AU$30.00 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth AU$29m. Insiders have been net sellers, collectively disposing of AU$132m more than they bought in the last 12 months.お知らせ • Oct 08Supply Network Limited, Annual General Meeting, Nov 27, 2024Supply Network Limited, Annual General Meeting, Nov 27, 2024. Location: at the offices of hlb mann judd, level 5, 10 shelley st, sydney nsw 2000. AustraliaNew Risk • Oct 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Shareholders have been diluted in the past year (2.8% increase in shares outstanding). Significant insider selling over the past 3 months (AU$53m sold).Upcoming Dividend • Sep 11Upcoming dividend of AU$0.33 per shareEligible shareholders must have bought the stock before 18 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (6.1%). Lower than average of industry peers (2.7%).Recent Insider Transactions • Sep 06Non-Executive Director recently sold AU$29m worth of stockOn the 3rd of September, Peter McKenzie sold around 1m shares on-market at roughly AU$29.25 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$126m more than they bought in the last 12 months.Price Target Changed • Aug 28Price target increased by 10% to AU$29.47Up from AU$26.67, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of AU$28.21. Stock is up 92% over the past year. The company is forecast to post earnings per share of AU$0.91 for next year compared to AU$0.79 last year.Reported Earnings • Aug 27Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: AU$0.79 (up from AU$0.67 in FY 2023). Revenue: AU$302.9m (up 20% from FY 2023). Net income: AU$33.0m (up 21% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 26Supply Network's (ASX:SNL) Shareholders Will Receive A Bigger Dividend Than Last YearSupply Network Limited's ( ASX:SNL ) periodic dividend will be increasing on the 3rd of October to A$0.33, with...お知らせ • Aug 26Supply Network Limited Provides Earnings Guidance for 2025Supply Network Limited provided earnings guidance for 2025. For the year, the company expects rate of revenue growth to be around long-term average of 14% p.a.Declared Dividend • Jul 29First half dividend increased to AU$0.33Dividend of AU$0.33 is 18% higher than last year. Ex-date: 18th September 2024 Payment date: 3rd October 2024 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (216% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Apr 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Dividend is not well covered by cash flows (237% cash payout ratio). Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Significant insider selling over the past 3 months (AU$74m sold).Recent Insider Transactions • Mar 19Non-Executive Director recently sold AU$72k worth of stockOn the 18th of March, Peter Gill sold around 4k shares on-market at roughly AU$18.09 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$74m. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.Upcoming Dividend • Mar 13Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (2.4%).Recent Insider Transactions • Mar 05Non-Executive Director recently sold AU$93k worth of stockOn the 1st of March, Peter Gill sold around 5k shares on-market at roughly AU$17.83 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$74m. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.Reported Earnings • Mar 01First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.31 in 1H 2023)First half 2024 results: EPS: AU$0.36 (up from AU$0.31 in 1H 2023). Revenue: AU$145.4m (up 22% from 1H 2023). Net income: AU$15.0m (up 18% from 1H 2023). Profit margin: 10% (in line with 1H 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Dividend is not well covered by cash flows (234% cash payout ratio). Significant insider selling over the past 3 months (AU$74m sold).Declared Dividend • Feb 02Final dividend of AU$0.23 announcedShareholders will receive a dividend of AU$0.23. Ex-date: 20th March 2024 Payment date: 4th April 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but not covered by cash flows (160% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 31Supply Network Limited Declares Fully Franked Interim Dividend, to Be Paid on 4 April 2024Directors of Supply Network Limited have declared a fully franked interim dividend of 23.0 cents per share, with a record date of 21 March 2024, to be paid on 4 April 2024.Recent Insider Transactions • Jan 11Non-Executive Director recently sold AU$74m worth of stockOn the 9th of January, Peter McKenzie sold around 5m shares on-market at roughly AU$16.25 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.Recent Insider Transactions • Dec 25Non-Executive Director recently sold AU$154k worth of stockOn the 19th of December, Peter Gill sold around 10k shares on-market at roughly AU$15.38 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$13m more than they bought in the last 12 months.Price Target Changed • Nov 30Price target increased by 7.6% to AU$17.00Up from AU$15.80, the current price target is provided by 1 analyst. New target price is 11% above last closing price of AU$15.32. Stock is up 19% over the past year. The company is forecast to post earnings per share of AU$0.76 for next year compared to AU$0.67 last year.お知らせ • Nov 29Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2024Supply Network Limited provided earnings guidance for the first half of fiscal year 2024. For the period, the company expectation for the first half of fiscal year 2024 is for revenue of ~$145 million and PAT of ~ $15 million. The slightly lower profit margin reflects a higher cost base following investments in network expansion.Recent Insider Transactions • Oct 13Non-Executive Director recently bought AU$2.4m worth of stockOn the 11th of October, Peter McKenzie bought around 160k shares on-market at roughly AU$14.90 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold AU$13m more in shares than they bought in the last 12 months.お知らせ • Oct 09Supply Network Limited, Annual General Meeting, Nov 29, 2023Supply Network Limited, Annual General Meeting, Nov 29, 2023, at 14:00 AUS Eastern Standard Time. Location: 2 Turnbull Close Pemulway New South Wales Australia Agenda: To receive and consider the Financial Statements and the Reports of Directors and Auditors for the year ended 30 June 2023;to consider to adopt the Remuneration Report for the year ended 30 June 2023;to consider to election of Director;to consider to reapproval of Employee Incentive Plan; and to consider approval for Issue of Shares to Geoffrey David Huston Stewart under the EIP.Recent Insider Transactions • Sep 12Insider recently sold AU$15m worth of stockOn the 8th of September, Harry Forsyth sold around 1m shares on-market at roughly AU$15.00 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$15m more than they bought in the last 12 months.Upcoming Dividend • Sep 11Upcoming dividend of AU$0.28 per share at 3.7% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.3%).分析記事 • Aug 30Supply Network Limited (ASX:SNL) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearLast week saw the newest annual earnings release from Supply Network Limited ( ASX:SNL ), an important milestone in the...Reported Earnings • Aug 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: AU$0.67 (up from AU$0.49 in FY 2022). Revenue: AU$252.4m (up 27% from FY 2022). Net income: AU$27.4m (up 37% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 28Supply Network's (ASX:SNL) Dividend Will Be Increased To A$0.28Supply Network Limited ( ASX:SNL ) will increase its dividend from last year's comparable payment on the 3rd of October...New Risk • Aug 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by cash flows (112% cash payout ratio). Significant insider selling over the past 3 months (AU$5.7m sold).分析記事 • Jul 31Supply Network (ASX:SNL) Is Paying Out A Larger Dividend Than Last YearThe board of Supply Network Limited ( ASX:SNL ) has announced that it will be increasing its dividend by 40% on the 3rd...お知らせ • Jul 30Supply Network Limited Announces Dividend for the Year Ended June 30, 2023, Payable on October 3, 2023Supply Network Limited announced a dividend of AUD 0.28000000 for the year ended June 30, 2023. The ex-date is on September 18, 2023. The record date is on September 19, 2023. The payment date is on October 3, 2023.New Risk • Jun 25New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$5.7m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. 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. Significant insider selling over the past 3 months (AU$5.7m sold).Major Estimate Revision • May 30Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from AU$0.581 to AU$0.642. Revenue forecast unchanged at AU$250.0m. Net income forecast to grow 19% next year vs 7.9% growth forecast for Retail Distributors industry in Australia. Consensus price target of AU$15.40 unchanged from last update. Share price rose 10% to AU$13.97 over the past week.分析記事 • May 30Calculating The Fair Value Of Supply Network Limited (ASX:SNL)Key Insights Using the 2 Stage Free Cash Flow to Equity, Supply Network fair value estimate is AU$15.72 With AU$13.97...お知らせ • May 28Supply Network Limited Provides Consolidated Earnings Guidance for the Year 2023Supply Network Limited provided consolidated earnings guidance for the year 2023. Consolidated sales revenue for the year 2023 is expected to be around $250 million and profit after tax around $26.5 million.Buying Opportunity • Mar 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.4%. The fair value is estimated to be AU$15.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.Upcoming Dividend • Mar 15Upcoming dividend of AU$0.20 per share at 3.3% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (2.3%).Buying Opportunity • Feb 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.7%. The fair value is estimated to be AU$15.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)First half 2023 results: EPS: AU$0.31 (up from AU$0.23 in 1H 2022). Revenue: AU$119.2m (up 24% from 1H 2022). Net income: AU$12.7m (up 34% from 1H 2022). Profit margin: 11% (in line with 1H 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 27Supply Network (ASX:SNL) Will Pay A Larger Dividend Than Last Year At A$0.20Supply Network Limited's ( ASX:SNL ) dividend will be increasing from last year's payment of the same period to A$0.20...お知らせ • Jan 25+ 1 more updateSupply Network Limited Declares Fully Franked Interim Dividend, Payable on 6 April 2023The Directors of Supply Network Limited declared a fully franked interim dividend of 20.0 cents per share, with a record date of 23 March 2023, to be paid on 6 April 2023.お知らせ • Dec 16Supply Network Limited Announces Executive ChangesThe Board of Directors of Supply Network Limited announced the appointment of Mr. Robert Coleman as Company Secretary following the resignation of Mr. Peter Gill from this position. Mr. Gill was first appointed as Company Secretary in 1995. He has served in that position without interruption for 27 years and it thank him for his dedication to these secretarial responsibilities. Mr. Gill remains on the Board as a Non-Executive Director.分析記事 • Nov 30Supply Network (ASX:SNL) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$12.97, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Retail Distributors industry globally. Total returns to shareholders of 219% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$8.11 per share.お知らせ • Nov 25Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2023Supply Network Limited provided earnings guidance for the first half of fiscal year 2023. For the period, the company expects revenue to be in the range of $116 million to $118 million.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Sep 30Supply Network Limited, Annual General Meeting, Nov 25, 2022Supply Network Limited, Annual General Meeting, Nov 25, 2022, at 14:00 AUS Eastern Standard Time. Location: 2 Turnbull Close, Pemulwuy New South Wales Australia Agenda: To receive and consider the Financial Statements and the Reports of Directors and Auditors for the year ended 30 June 2022; to adopt the Remuneration Report for the year ended 30 June 2022; and to re-elect Mr P W McKenzie as a Director who retires by rotation in accordance with the Company's Constitution and, being eligible for re-election, has offered himself for re-election.Upcoming Dividend • Sep 09Upcoming dividend of AU$0.20 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (2.2%).分析記事 • Aug 27Supply Network's (ASX:SNL) Dividend Will Be Increased To A$0.20The board of Supply Network Limited ( ASX:SNL ) has announced that it will be paying its dividend of A$0.20 on the 3rd...Reported Earnings • Aug 27Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: AU$0.49 (up from AU$0.34 in FY 2021). Revenue: AU$198.5m (up 22% from FY 2021). Net income: AU$20.0m (up 45% from FY 2021). Profit margin: 10% (up from 8.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 12%, compared to a 7.5% growth forecast for the Retail Distributors industry in Australia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 29+ 1 more updateSupply Network Limited Provides Earnings Guidance for Year Ended June 30, 2022Supply Network Limited announced that based on unaudited management accounts for the year ended 30 June 2022 consolidated sales revenue was $198.4 million. Profit after income tax is expected to be around $20 million.Recent Insider Transactions • Jul 17Insider recently sold AU$8.9m worth of stockOn the 13th of July, Harry Forsyth sold around 1m shares on-market at roughly AU$8.91 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$8.9m more than they bought in the last 12 months.分析記事 • May 30Do Supply Network's (ASX:SNL) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • May 28Supply Network Limited Provides Consolidated Sales Revenue Guidance for the Full Year 2022Supply Network Limited provided consolidated sales revenue guidance for the full year 2022. For the period, the company expects sales revenue to be $197 million.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 16Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 07 April 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (5.9%). Higher than average of industry peers (2.2%).分析記事 • Mar 08Does Supply Network (ASX:SNL) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Feb 28First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.23 (up from AU$0.15 in 1H 2021). Revenue: AU$96.4m (up 23% from 1H 2021). Net income: AU$9.48m (up 56% from 1H 2021). Profit margin: 9.8% (up from 7.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 30Supply Network (ASX:SNL) Is Increasing Its Dividend To AU$0.12Supply Network Limited's ( ASX:SNL ) dividend will be increasing on the 7th of April to AU$0.12, with investors...お知らせ • Jan 29+ 1 more updateSupply Network Limited Provides Earnings Guidance for the Six Months Ended December 31, 2021Supply Network Limited provided earnings guidance for the six months ended December 31, 2021. For the period, the company expected profit after tax to be around $9.5 million.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to AU$9.55, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 10x in the Retail Distributors industry in Australia. Total returns to shareholders of 153% over the past three years.Upcoming Dividend • Sep 09Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 01 October 2021. Trailing yield: 2.4%. Lower than top quartile of Australian dividend payers (5.1%). Higher than average of industry peers (1.9%).Reported Earnings • Aug 29Full year 2021 earnings released: EPS AU$0.34 (vs AU$0.23 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$162.6m (up 19% from FY 2020). Net income: AU$13.8m (up 45% from FY 2020). Profit margin: 8.5% (up from 7.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 04Supply Network's (ASX:SNL) Shareholders Will Receive A Bigger Dividend Than Last YearSupply Network Limited ( ASX:SNL ) will increase its dividend on the 1st of October to AU$0.12. This takes the dividend...収支内訳Supply Network の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史ASX:SNL 収益、費用、利益 ( )AUD Millions日付収益収益G+A経費研究開発費31 Dec 253784365030 Sep 253644263030 Jun 253494061031 Mar 253393958031 Dec 243293856030 Sep 243163553030 Jun 243033350031 Mar 242913148031 Dec 232783046030 Sep 232652944030 Jun 232522742031 Mar 232372540031 Dec 222212337030 Sep 222102236030 Jun 221982035031 Mar 221901933031 Dec 211811732030 Sep 211721631030 Jun 211631430031 Mar 211551329031 Dec 201471127030 Sep 201421027030 Jun 201371026031 Mar 20134924031 Dec 19132923030 Sep 19128923030 Jun 19124923031 Mar 19121925031 Dec 18118827030 Sep 18115826030 Jun 18112826031 Mar 18108825031 Dec 17104824030 Sep 17101724030 Jun 1798723031 Mar 1794623031 Dec 1691522030 Sep 1689522030 Jun 1687521031 Mar 1687521031 Dec 1586520030 Sep 15866200質の高い収益: SNLは 高品質の収益 を持っています。利益率の向上: SNLの現在の純利益率 (11.4%)は、昨年(11.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SNLの収益は過去 5 年間で年間24.2%増加しました。成長の加速: SNLの過去 1 年間の収益成長率 ( 14.1% ) は、5 年間の平均 ( 年間24.2%を下回っています。収益対業界: SNLの過去 1 年間の収益成長率 ( 14.1% ) はRetail Distributors業界2.4%を上回りました。株主資本利益率高いROE: SNLの 自己資本利益率 ( 28.2% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YRetail 、過去の業績が好調な企業。View Financial Health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2026/07/03 11:21終値2026/07/03 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Supply Network Limited 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。6 アナリスト機関Elijah MayrGoldman SachsSarah MannMA Moelis Australia Securities Pty LtdLachlan ScottMA Moelis Australia Securities Pty Ltd3 その他のアナリストを表示
Reported Earnings • Feb 24First half 2026 earnings: EPS and revenues exceed analyst expectationsFirst half 2026 results: EPS: AU$0.52 (up from AU$0.46 in 1H 2025). Revenue: AU$200.1m (up 17% from 1H 2025). Net income: AU$22.9m (up 16% from 1H 2025). Profit margin: 11% (in line with 1H 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 26Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: AU$0.93 (up from AU$0.79 in FY 2024). Revenue: AU$349.5m (up 15% from FY 2024). Net income: AU$40.0m (up 21% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 02First half 2025 earnings released: EPS: AU$0.46 (vs AU$0.36 in 1H 2024)First half 2025 results: EPS: AU$0.46 (up from AU$0.36 in 1H 2024). Revenue: AU$171.2m (up 18% from 1H 2024). Net income: AU$19.8m (up 32% from 1H 2024). Profit margin: 12% (up from 10% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 27Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: AU$0.79 (up from AU$0.67 in FY 2023). Revenue: AU$302.9m (up 20% from FY 2023). Net income: AU$33.0m (up 21% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 01First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.31 in 1H 2023)First half 2024 results: EPS: AU$0.36 (up from AU$0.31 in 1H 2023). Revenue: AU$145.4m (up 22% from 1H 2023). Net income: AU$15.0m (up 18% from 1H 2023). Profit margin: 10% (in line with 1H 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: AU$0.67 (up from AU$0.49 in FY 2022). Revenue: AU$252.4m (up 27% from FY 2022). Net income: AU$27.4m (up 37% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 24Supply Network Limited Announces Retirement of Peter William Gill as A Director, Effective June 30, 2026Supply Network Limited announced that Mr. Peter William Gill will be retiring as a Director of the Company, effective June 30, 2026. Mr. Gill was appointed to the Board in May 2008 as Executive Finance Director, having previously been a Senior Finance Executive and Company Secretary since 1995, and became a non-executive director in October 2018. During his tenure, Mr. Gill served as Chairman of the Audit and Risk Committee and was a member of the Remuneration Committee. Ms Karen Phin was appointed as a Non-Executive Director on September 22, 2025 as part of the Board’s succession planning and will assume the role of Chairman of the Audit and Risk Committee following Mr. Gill's retirement. Ms Phin brings more than 30 years of legal, corporate advisory, capital markets and board experience.
Buy Or Sell Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to AU$31.47. The fair value is estimated to be AU$39.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Upcoming Dividend • Mar 11Upcoming dividend of AU$0.36 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 02 April 2026. Payout ratio is a comfortable 75% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (3.0%).
Reported Earnings • Feb 24First half 2026 earnings: EPS and revenues exceed analyst expectationsFirst half 2026 results: EPS: AU$0.52 (up from AU$0.46 in 1H 2025). Revenue: AU$200.1m (up 17% from 1H 2025). Net income: AU$22.9m (up 16% from 1H 2025). Profit margin: 11% (in line with 1H 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jan 25Final dividend increased to AU$0.36Dividend of AU$0.36 is 13% higher than last year. Ex-date: 18th March 2026 Payment date: 2nd April 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 23Supply Network Limited Declares Fully Franked Interim Dividend for the Six Months Ended December 31, 2025, Payable on April 2, 2026Supply Network Limited Directors Have Declared A Fully Franked Interim Dividend for the Six Months Ended December 31, 2025 of 36.0 Cents Per Share, with A Record Date of 19 March 2026, to Be Paid on April 2, 2026 and Ex- Date of 18 March 2026.
分析記事 • Dec 22A Look At The Fair Value Of Supply Network Limited (ASX:SNL)Key Insights The projected fair value for Supply Network is AU$37.50 based on 2 Stage Free Cash Flow to Equity With...
お知らせ • Sep 23Supply Network Limited, Annual General Meeting, Oct 24, 2025Supply Network Limited, Annual General Meeting, Oct 24, 2025. Location: at edwin flack room, sofitel sydney wentworth, 61 - 101 phillip street, sydney nsw 2000 Australia
Upcoming Dividend • Sep 10Upcoming dividend of AU$0.38 per shareEligible shareholders must have bought the stock before 17 September 2025. Payment date: 02 October 2025. Payout ratio is on the higher end at 75%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Lower than top quartile of Australian dividend payers (5.5%). Lower than average of industry peers (2.6%).
Price Target Changed • Aug 26Price target increased by 7.0% to AU$36.67Up from AU$34.26, the current price target is an average from 5 analysts. New target price is 5.6% below last closing price of AU$38.85. Stock is up 35% over the past year. The company is forecast to post earnings per share of AU$1.07 for next year compared to AU$0.93 last year.
Reported Earnings • Aug 26Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: AU$0.93 (up from AU$0.79 in FY 2024). Revenue: AU$349.5m (up 15% from FY 2024). Net income: AU$40.0m (up 21% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 01Supply Network (ASX:SNL) Is Increasing Its Dividend To A$0.38Supply Network Limited ( ASX:SNL ) will increase its dividend on the 2nd of October to A$0.38, which is 15% higher than...
Declared Dividend • Jul 27First half dividend increased to AU$0.38Dividend of AU$0.38 is 15% higher than last year. Ex-date: 17th September 2025 Payment date: 2nd October 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but not covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 25Calculating The Fair Value Of Supply Network Limited (ASX:SNL)Key Insights The projected fair value for Supply Network is AU$36.86 based on 2 Stage Free Cash Flow to Equity With...
分析記事 • Jun 12Some Shareholders Feeling Restless Over Supply Network Limited's (ASX:SNL) P/E RatioWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
Recent Insider Transactions • May 23Non-Executive Director recently sold AU$1.3m worth of stockOn the 19th of May, Peter McKenzie sold around 32k shares on-market at roughly AU$41.26 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$19m. Insiders have been net sellers, collectively disposing of AU$127m more than they bought in the last 12 months.
Buy Or Sell Opportunity • May 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to AU$41.40. The fair value is estimated to be AU$34.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Recent Insider Transactions • May 13Non-Executive Director recently sold AU$4.1m worth of stockOn the 12th of May, Peter McKenzie sold around 102k shares on-market at roughly AU$40.24 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$19m. Insiders have been net sellers, collectively disposing of AU$126m more than they bought in the last 12 months.
Recent Insider Transactions • May 06Non-Executive Director recently sold AU$221k worth of stockOn the 1st of May, Peter Gill sold around 6k shares on-market at roughly AU$38.48 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$19m. Insiders have been net sellers, collectively disposing of AU$121m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 26Insider recently sold AU$17m worth of stockOn the 21st of March, Harry Forsyth sold around 516k shares on-market at roughly AU$33.38 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$19m. Insiders have been net sellers, collectively disposing of AU$111m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Mar 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to AU$37.70. The fair value is estimated to be AU$31.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Upcoming Dividend • Mar 13Upcoming dividend of AU$0.32 per shareEligible shareholders must have bought the stock before 20 March 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Australian dividend payers (6.5%). Lower than average of industry peers (2.7%).
分析記事 • Mar 06Is Supply Network (ASX:SNL) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 02First half 2025 earnings released: EPS: AU$0.46 (vs AU$0.36 in 1H 2024)First half 2025 results: EPS: AU$0.46 (up from AU$0.36 in 1H 2024). Revenue: AU$171.2m (up 18% from 1H 2024). Net income: AU$19.8m (up 32% from 1H 2024). Profit margin: 12% (up from 10% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 27Supply Network's (ASX:SNL) Dividend Will Be A$0.32Supply Network Limited ( ASX:SNL ) will pay a dividend of A$0.32 on the 4th of April. This takes the annual payment to...
Declared Dividend • Jan 26Final dividend increased to AU$0.32Dividend of AU$0.32 is 39% higher than last year. Ex-date: 20th March 2025 Payment date: 4th April 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (199% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jan 24The Trend Of High Returns At Supply Network (ASX:SNL) Has Us Very InterestedIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
お知らせ • Jan 24+ 1 more updateSupply Network Limited Declares Fully Franked Interim Dividend for the Six Months Ended December 31, 2024, Payable on April 4, 2025Supply Network Limited Directors have declared a fully franked interim dividend for the six months ended December 31, 2024 of 32.0 cents per share, with a record date of 21 March 2025, to be paid on 4 April 2025 and EX- date of 20 March 2025.
Price Target Changed • Dec 02Price target increased by 9.0% to AU$34.24Up from AU$31.42, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of AU$31.81. Stock is up 103% over the past year. The company is forecast to post earnings per share of AU$0.97 for next year compared to AU$0.79 last year.
Recent Insider Transactions • Oct 09Non-Executive Director recently sold AU$6.9m worth of stockOn the 4th of October, Peter McKenzie sold around 231k shares on-market at roughly AU$30.00 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth AU$29m. Insiders have been net sellers, collectively disposing of AU$132m more than they bought in the last 12 months.
お知らせ • Oct 08Supply Network Limited, Annual General Meeting, Nov 27, 2024Supply Network Limited, Annual General Meeting, Nov 27, 2024. Location: at the offices of hlb mann judd, level 5, 10 shelley st, sydney nsw 2000. Australia
New Risk • Oct 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Shareholders have been diluted in the past year (2.8% increase in shares outstanding). Significant insider selling over the past 3 months (AU$53m sold).
Upcoming Dividend • Sep 11Upcoming dividend of AU$0.33 per shareEligible shareholders must have bought the stock before 18 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (6.1%). Lower than average of industry peers (2.7%).
Recent Insider Transactions • Sep 06Non-Executive Director recently sold AU$29m worth of stockOn the 3rd of September, Peter McKenzie sold around 1m shares on-market at roughly AU$29.25 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$126m more than they bought in the last 12 months.
Price Target Changed • Aug 28Price target increased by 10% to AU$29.47Up from AU$26.67, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of AU$28.21. Stock is up 92% over the past year. The company is forecast to post earnings per share of AU$0.91 for next year compared to AU$0.79 last year.
Reported Earnings • Aug 27Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: AU$0.79 (up from AU$0.67 in FY 2023). Revenue: AU$302.9m (up 20% from FY 2023). Net income: AU$33.0m (up 21% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 26Supply Network's (ASX:SNL) Shareholders Will Receive A Bigger Dividend Than Last YearSupply Network Limited's ( ASX:SNL ) periodic dividend will be increasing on the 3rd of October to A$0.33, with...
お知らせ • Aug 26Supply Network Limited Provides Earnings Guidance for 2025Supply Network Limited provided earnings guidance for 2025. For the year, the company expects rate of revenue growth to be around long-term average of 14% p.a.
Declared Dividend • Jul 29First half dividend increased to AU$0.33Dividend of AU$0.33 is 18% higher than last year. Ex-date: 18th September 2024 Payment date: 3rd October 2024 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (216% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Apr 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Dividend is not well covered by cash flows (237% cash payout ratio). Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Significant insider selling over the past 3 months (AU$74m sold).
Recent Insider Transactions • Mar 19Non-Executive Director recently sold AU$72k worth of stockOn the 18th of March, Peter Gill sold around 4k shares on-market at roughly AU$18.09 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$74m. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.
Upcoming Dividend • Mar 13Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 20 March 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (2.4%).
Recent Insider Transactions • Mar 05Non-Executive Director recently sold AU$93k worth of stockOn the 1st of March, Peter Gill sold around 5k shares on-market at roughly AU$17.83 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$74m. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.
Reported Earnings • Mar 01First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.31 in 1H 2023)First half 2024 results: EPS: AU$0.36 (up from AU$0.31 in 1H 2023). Revenue: AU$145.4m (up 22% from 1H 2023). Net income: AU$15.0m (up 18% from 1H 2023). Profit margin: 10% (in line with 1H 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Dividend is not well covered by cash flows (234% cash payout ratio). Significant insider selling over the past 3 months (AU$74m sold).
Declared Dividend • Feb 02Final dividend of AU$0.23 announcedShareholders will receive a dividend of AU$0.23. Ex-date: 20th March 2024 Payment date: 4th April 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but not covered by cash flows (160% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 31Supply Network Limited Declares Fully Franked Interim Dividend, to Be Paid on 4 April 2024Directors of Supply Network Limited have declared a fully franked interim dividend of 23.0 cents per share, with a record date of 21 March 2024, to be paid on 4 April 2024.
Recent Insider Transactions • Jan 11Non-Executive Director recently sold AU$74m worth of stockOn the 9th of January, Peter McKenzie sold around 5m shares on-market at roughly AU$16.25 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$87m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 25Non-Executive Director recently sold AU$154k worth of stockOn the 19th of December, Peter Gill sold around 10k shares on-market at roughly AU$15.38 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$13m more than they bought in the last 12 months.
Price Target Changed • Nov 30Price target increased by 7.6% to AU$17.00Up from AU$15.80, the current price target is provided by 1 analyst. New target price is 11% above last closing price of AU$15.32. Stock is up 19% over the past year. The company is forecast to post earnings per share of AU$0.76 for next year compared to AU$0.67 last year.
お知らせ • Nov 29Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2024Supply Network Limited provided earnings guidance for the first half of fiscal year 2024. For the period, the company expectation for the first half of fiscal year 2024 is for revenue of ~$145 million and PAT of ~ $15 million. The slightly lower profit margin reflects a higher cost base following investments in network expansion.
Recent Insider Transactions • Oct 13Non-Executive Director recently bought AU$2.4m worth of stockOn the 11th of October, Peter McKenzie bought around 160k shares on-market at roughly AU$14.90 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold AU$13m more in shares than they bought in the last 12 months.
お知らせ • Oct 09Supply Network Limited, Annual General Meeting, Nov 29, 2023Supply Network Limited, Annual General Meeting, Nov 29, 2023, at 14:00 AUS Eastern Standard Time. Location: 2 Turnbull Close Pemulway New South Wales Australia Agenda: To receive and consider the Financial Statements and the Reports of Directors and Auditors for the year ended 30 June 2023;to consider to adopt the Remuneration Report for the year ended 30 June 2023;to consider to election of Director;to consider to reapproval of Employee Incentive Plan; and to consider approval for Issue of Shares to Geoffrey David Huston Stewart under the EIP.
Recent Insider Transactions • Sep 12Insider recently sold AU$15m worth of stockOn the 8th of September, Harry Forsyth sold around 1m shares on-market at roughly AU$15.00 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$15m more than they bought in the last 12 months.
Upcoming Dividend • Sep 11Upcoming dividend of AU$0.28 per share at 3.7% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.3%).
分析記事 • Aug 30Supply Network Limited (ASX:SNL) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearLast week saw the newest annual earnings release from Supply Network Limited ( ASX:SNL ), an important milestone in the...
Reported Earnings • Aug 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: AU$0.67 (up from AU$0.49 in FY 2022). Revenue: AU$252.4m (up 27% from FY 2022). Net income: AU$27.4m (up 37% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 28Supply Network's (ASX:SNL) Dividend Will Be Increased To A$0.28Supply Network Limited ( ASX:SNL ) will increase its dividend from last year's comparable payment on the 3rd of October...
New Risk • Aug 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by cash flows (112% cash payout ratio). Significant insider selling over the past 3 months (AU$5.7m sold).
分析記事 • Jul 31Supply Network (ASX:SNL) Is Paying Out A Larger Dividend Than Last YearThe board of Supply Network Limited ( ASX:SNL ) has announced that it will be increasing its dividend by 40% on the 3rd...
お知らせ • Jul 30Supply Network Limited Announces Dividend for the Year Ended June 30, 2023, Payable on October 3, 2023Supply Network Limited announced a dividend of AUD 0.28000000 for the year ended June 30, 2023. The ex-date is on September 18, 2023. The record date is on September 19, 2023. The payment date is on October 3, 2023.
New Risk • Jun 25New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$5.7m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. 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. Significant insider selling over the past 3 months (AU$5.7m sold).
Major Estimate Revision • May 30Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from AU$0.581 to AU$0.642. Revenue forecast unchanged at AU$250.0m. Net income forecast to grow 19% next year vs 7.9% growth forecast for Retail Distributors industry in Australia. Consensus price target of AU$15.40 unchanged from last update. Share price rose 10% to AU$13.97 over the past week.
分析記事 • May 30Calculating The Fair Value Of Supply Network Limited (ASX:SNL)Key Insights Using the 2 Stage Free Cash Flow to Equity, Supply Network fair value estimate is AU$15.72 With AU$13.97...
お知らせ • May 28Supply Network Limited Provides Consolidated Earnings Guidance for the Year 2023Supply Network Limited provided consolidated earnings guidance for the year 2023. Consolidated sales revenue for the year 2023 is expected to be around $250 million and profit after tax around $26.5 million.
Buying Opportunity • Mar 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.4%. The fair value is estimated to be AU$15.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.
Upcoming Dividend • Mar 15Upcoming dividend of AU$0.20 per share at 3.3% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (2.3%).
Buying Opportunity • Feb 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.7%. The fair value is estimated to be AU$15.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)First half 2023 results: EPS: AU$0.31 (up from AU$0.23 in 1H 2022). Revenue: AU$119.2m (up 24% from 1H 2022). Net income: AU$12.7m (up 34% from 1H 2022). Profit margin: 11% (in line with 1H 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 27Supply Network (ASX:SNL) Will Pay A Larger Dividend Than Last Year At A$0.20Supply Network Limited's ( ASX:SNL ) dividend will be increasing from last year's payment of the same period to A$0.20...
お知らせ • Jan 25+ 1 more updateSupply Network Limited Declares Fully Franked Interim Dividend, Payable on 6 April 2023The Directors of Supply Network Limited declared a fully franked interim dividend of 20.0 cents per share, with a record date of 23 March 2023, to be paid on 6 April 2023.
お知らせ • Dec 16Supply Network Limited Announces Executive ChangesThe Board of Directors of Supply Network Limited announced the appointment of Mr. Robert Coleman as Company Secretary following the resignation of Mr. Peter Gill from this position. Mr. Gill was first appointed as Company Secretary in 1995. He has served in that position without interruption for 27 years and it thank him for his dedication to these secretarial responsibilities. Mr. Gill remains on the Board as a Non-Executive Director.
分析記事 • Nov 30Supply Network (ASX:SNL) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$12.97, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Retail Distributors industry globally. Total returns to shareholders of 219% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$8.11 per share.
お知らせ • Nov 25Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2023Supply Network Limited provided earnings guidance for the first half of fiscal year 2023. For the period, the company expects revenue to be in the range of $116 million to $118 million.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Sep 30Supply Network Limited, Annual General Meeting, Nov 25, 2022Supply Network Limited, Annual General Meeting, Nov 25, 2022, at 14:00 AUS Eastern Standard Time. Location: 2 Turnbull Close, Pemulwuy New South Wales Australia Agenda: To receive and consider the Financial Statements and the Reports of Directors and Auditors for the year ended 30 June 2022; to adopt the Remuneration Report for the year ended 30 June 2022; and to re-elect Mr P W McKenzie as a Director who retires by rotation in accordance with the Company's Constitution and, being eligible for re-election, has offered himself for re-election.
Upcoming Dividend • Sep 09Upcoming dividend of AU$0.20 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (2.2%).
分析記事 • Aug 27Supply Network's (ASX:SNL) Dividend Will Be Increased To A$0.20The board of Supply Network Limited ( ASX:SNL ) has announced that it will be paying its dividend of A$0.20 on the 3rd...
Reported Earnings • Aug 27Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: AU$0.49 (up from AU$0.34 in FY 2021). Revenue: AU$198.5m (up 22% from FY 2021). Net income: AU$20.0m (up 45% from FY 2021). Profit margin: 10% (up from 8.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 12%, compared to a 7.5% growth forecast for the Retail Distributors industry in Australia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 29+ 1 more updateSupply Network Limited Provides Earnings Guidance for Year Ended June 30, 2022Supply Network Limited announced that based on unaudited management accounts for the year ended 30 June 2022 consolidated sales revenue was $198.4 million. Profit after income tax is expected to be around $20 million.
Recent Insider Transactions • Jul 17Insider recently sold AU$8.9m worth of stockOn the 13th of July, Harry Forsyth sold around 1m shares on-market at roughly AU$8.91 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$8.9m more than they bought in the last 12 months.
分析記事 • May 30Do Supply Network's (ASX:SNL) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • May 28Supply Network Limited Provides Consolidated Sales Revenue Guidance for the Full Year 2022Supply Network Limited provided consolidated sales revenue guidance for the full year 2022. For the period, the company expects sales revenue to be $197 million.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. No independent directors (4 non-independent directors). Company Secretary & Non-Executive Director Peter Gill was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 16Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 07 April 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (5.9%). Higher than average of industry peers (2.2%).
分析記事 • Mar 08Does Supply Network (ASX:SNL) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Feb 28First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.23 (up from AU$0.15 in 1H 2021). Revenue: AU$96.4m (up 23% from 1H 2021). Net income: AU$9.48m (up 56% from 1H 2021). Profit margin: 9.8% (up from 7.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 30Supply Network (ASX:SNL) Is Increasing Its Dividend To AU$0.12Supply Network Limited's ( ASX:SNL ) dividend will be increasing on the 7th of April to AU$0.12, with investors...
お知らせ • Jan 29+ 1 more updateSupply Network Limited Provides Earnings Guidance for the Six Months Ended December 31, 2021Supply Network Limited provided earnings guidance for the six months ended December 31, 2021. For the period, the company expected profit after tax to be around $9.5 million.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to AU$9.55, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 10x in the Retail Distributors industry in Australia. Total returns to shareholders of 153% over the past three years.
Upcoming Dividend • Sep 09Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 01 October 2021. Trailing yield: 2.4%. Lower than top quartile of Australian dividend payers (5.1%). Higher than average of industry peers (1.9%).
Reported Earnings • Aug 29Full year 2021 earnings released: EPS AU$0.34 (vs AU$0.23 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$162.6m (up 19% from FY 2020). Net income: AU$13.8m (up 45% from FY 2020). Profit margin: 8.5% (up from 7.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 04Supply Network's (ASX:SNL) Shareholders Will Receive A Bigger Dividend Than Last YearSupply Network Limited ( ASX:SNL ) will increase its dividend on the 1st of October to AU$0.12. This takes the dividend...