Temple & Webster Group Ltd

ASX:TPW 株式レポート

時価総額:AU$591.1m

Temple & Webster Group 将来の成長

Future 基準チェック /46

Temple & Webster Group利益と収益がそれぞれ年間31%と7.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14% 31.2%なると予測されています。

主要情報

31.0%

収益成長率

31.22%

EPS成長率

Specialty Retail 収益成長11.6%
収益成長率7.2%
将来の株主資本利益率14.01%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 19

TPW: Reset Assumptions Will Support Premium Multiple Over Time

Analysts have reset their fair value estimate for Temple & Webster Group from A$21.23 to A$13.00, reflecting updated assumptions for revenue growth, profit margins and future P/E expectations. Valuation Changes Fair Value: Reset from A$21.23 to A$13.00, a sizeable downward revision to the estimated intrinsic value per share.
ナラティブの更新 May 04

TPW: Citi Upgrade And Cautious Assumptions May Support Future Upside Potential

Analysts have reduced their fair value estimate for Temple & Webster Group to A$7.30 from A$8.00, citing updated assumptions about discount rates, revenue growth, profit margins and future P/E multiples following recent research coverage, including a Citi upgrade. Analyst Commentary Recent research, including the latest fair value adjustment to A$7.30, highlights that analysts are taking a more measured view of Temple & Webster Group despite positive headlines around coverage updates.
ナラティブの更新 Apr 19

TPW: Rebased Profit Outlook May Support Upside From Cautious New Fair Value

Analysts have reduced their fair value estimate for Temple & Webster Group from A$17.70 to A$8.00. This revision reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E following recent research, including the latest upgrade and supporting rationale from the Street.
ナラティブの更新 Apr 05

TPW: Higher Margin Confidence Will Support Premium Multiple Over Time

Analysts have raised their A$ price target on Temple & Webster Group to A$21.23, reflecting slightly higher assumptions for revenue growth, profit margins, a modest adjustment to the discount rate, and a refined forward P/E of about 64x. Analyst Commentary Recent research points to a more constructive stance on Temple & Webster Group, with bullish analysts refining their assumptions on growth, profitability, and risk to support higher valuation levels.
ナラティブの更新 Mar 21

TPW: Reset Multiples And Margin Discipline Will Support Constructive Rerating Path

Analysts have reduced their price target for Temple & Webster Group to about A$21.23 from roughly A$26.23 as updated assumptions for revenue growth, profit margins and future P/E multiples are incorporated into their models. Analyst Commentary Recent research points to a cluster of bullish analysts who remain constructive on Temple & Webster Group despite the lower consensus price target.
ナラティブの更新 Mar 07

TPW: Clearer Earnings Path Will Support Constructive Rerating Case

Narrative update Analysts now see Temple & Webster as fairly valued around A$26.23 per share. This reflects small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions following recent research that supported a more constructive view on the business.
ナラティブの更新 Feb 21

TPW: Citi Upgrade And Earnings Quality Will Support Strong Upside Potential

Analysts have adjusted their fair value estimate for Temple & Webster Group from A$29.93 to A$26.23, reflecting updated assumptions on revenue growth, profit margins and future P/E expectations following recent Street research. Analyst Commentary Bullish analysts have taken the recent fair value reset to A$26.23 as an opportunity to refine their positive thesis on Temple & Webster Group, focusing on how execution and earnings quality might support that valuation over time.
分析記事 Feb 12

The Price Is Right For Temple & Webster Group Ltd (ASX:TPW) Even After Diving 40%

To the annoyance of some shareholders, Temple & Webster Group Ltd ( ASX:TPW ) shares are down a considerable 40% in the...
ナラティブの更新 Feb 07

TPW: Slightly Softer Assumptions Will Still Support Strong Future Upside Potential

Analysts have nudged their price target for Temple & Webster Group slightly lower to about A$29.93 from roughly A$30.41, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: Adjusted slightly lower from A$30.41 to about A$29.93 per share.
分析記事 Jan 27

Estimating The Fair Value Of Temple & Webster Group Ltd (ASX:TPW)

Key Insights The projected fair value for Temple & Webster Group is AU$13.87 based on 2 Stage Free Cash Flow to Equity...
ナラティブの更新 Jan 23

TPW: Steady Fair Value And Assumptions Will Support Strong Future Upside Potential

Analysts have held their price target for Temple & Webster Group steady at A$30.41. Small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions underpin the unchanged view.
ナラティブの更新 Jan 09

TPW: Steady Fair Value And Assumptions Will Support Strong Future Upside Potential

Analysts have maintained their A$30.41 price target for Temple & Webster Group, with the unchanged fair value reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margins and future P/E. Together, these factors support a broadly steady outlook for the shares.
ナラティブの更新 Dec 25

TPW: Higher Required Return Will Still Support Strong Future Upside Potential

Analysts have trimmed their price target for Temple and Webster Group from A$34.32 to A$30.41. This reflects more conservative assumptions for revenue growth, profit margins and valuation multiples.
ナラティブの更新 Dec 11

TPW: Private Label Moat Will Support Future E-Commerce Market Share Gains

Analysts made a modest downward revision to their price target for Temple & Webster Group to A$27.65, reflecting a slightly higher discount rate and marginally softer long term growth assumptions, while still highlighting the company's expanding e commerce penetration and differentiated private label offering as key drivers of value. Analyst Commentary Bullish analysts emphasize that the reiterated Buy rating and A$27.65 price target signal continued confidence in Temple and Webster Group’s ability to execute on its growth strategy, even with slightly more conservative long term assumptions.
ナラティブの更新 Nov 27

TPW: Private Label Approach Will Build Competitive E-Commerce Moat

The analyst price target for Temple & Webster Group has been revised downward from $27.39 to $21.41. Analysts have moderated their outlook due to revised growth and margin assumptions, while still highlighting the company's differentiated private label strategy as a key strength.
分析記事 Nov 22

Temple & Webster Group Ltd's (ASX:TPW) P/S Still Appears To Be Reasonable

When close to half the companies in the Specialty Retail industry in Australia have price-to-sales ratios (or "P/S...
ナラティブの更新 Aug 15

Focus On Private-Label Products And AI Will Transform The Future Of Home Improvement Retail

Analysts have slightly raised their price target for Temple & Webster Group to A$23.76, reflecting moderate optimism despite trimmed earnings expectations and lingering concerns about investors paying up for uncertain long-term growth. Analyst Commentary Despite a solid trading update, earnings expectations were reduced to align with the mid-point of FY26 guidance.
分析記事 Jul 10

Here's What To Make Of Temple & Webster Group's (ASX:TPW) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
分析記事 May 07

Temple & Webster Group Ltd's (ASX:TPW) 31% Jump Shows Its Popularity With Investors

The Temple & Webster Group Ltd ( ASX:TPW ) share price has done very well over the last month, posting an excellent...
分析記事 Mar 03

Temple & Webster Group Ltd (ASX:TPW) Shares Could Be 24% Above Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Temple & Webster Group fair value estimate is AU$13.95 Temple...
User avatar
新しいナラティブ Feb 22

Focus On Private-Label Products And AI Will Transform The Future Of Home Improvement Retail

Aggressive expansion in home improvement and AI integration are expected to boost future revenue growth and improve net margins.
分析記事 Feb 15

Temple & Webster Group Ltd (ASX:TPW) Looks Just Right With A 40% Price Jump

Despite an already strong run, Temple & Webster Group Ltd ( ASX:TPW ) shares have been powering on, with a gain of 40...
分析記事 Oct 01

Is Temple & Webster Group Ltd (ASX:TPW) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights The projected fair value for Temple & Webster Group is AU$10.03 based on 2 Stage Free Cash Flow to Equity...
分析記事 Sep 11

Is Now The Time To Look At Buying Temple & Webster Group Ltd (ASX:TPW)?

While Temple & Webster Group Ltd ( ASX:TPW ) might not have the largest market cap around , it led the ASX gainers with...
分析記事 Aug 17

Why Investors Shouldn't Be Surprised By Temple & Webster Group Ltd's (ASX:TPW) 27% Share Price Surge

Temple & Webster Group Ltd ( ASX:TPW ) shareholders would be excited to see that the share price has had a great month...
分析記事 May 25

Shareholders Should Be Pleased With Temple & Webster Group Ltd's (ASX:TPW) Price

Temple & Webster Group Ltd's ( ASX:TPW ) price-to-sales (or "P/S") ratio of 2.6x may not look like an appealing...
分析記事 May 07

There's Been No Shortage Of Growth Recently For Temple & Webster Group's (ASX:TPW) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 Feb 14

Temple & Webster Group Ltd's (ASX:TPW) P/S Is Still On The Mark Following 29% Share Price Bounce

Temple & Webster Group Ltd ( ASX:TPW ) shares have continued their recent momentum with a 29% gain in the last month...
分析記事 Feb 10

At AU$5.19, Is It Time To Put Temple & Webster Group Ltd (ASX:TPW) On Your Watch List?

Temple & Webster Group Ltd ( ASX:TPW ), is not the largest company out there, but it received a lot of attention from a...
分析記事 Dec 07

Temple & Webster Group (ASX:TPW) Is Looking To Continue Growing Its Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 Oct 31

Is Now The Time To Look At Buying Temple & Webster Group Ltd (ASX:TPW)?

While Temple & Webster Group Ltd ( ASX:TPW ) might not be the most widely known stock at the moment, it saw a...
分析記事 Oct 09

Is Temple & Webster Group Ltd (ASX:TPW) Trading At A 33% Discount?

Does the October share price for Temple & Webster Group Ltd ( ASX:TPW ) reflect what it's really worth? Today, we will...
分析記事 Aug 16

Temple & Webster Group (ASX:TPW) Is Experiencing Growth In Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

業績と収益の成長予測

ASX:TPW - アナリストの将来予測と過去の財務データ ( )AUD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/202878121414312
6/30/202769219353814
6/30/20266698303014
12/31/202566383842N/A
9/30/2025632104144N/A
6/30/2025601114546N/A
3/31/202557994142N/A
12/31/202455873737N/A
9/30/202452843031N/A
6/30/202449822424N/A
3/31/20244705N/AN/AN/A
12/31/202344293838N/A
9/30/202341982930N/A
6/30/202339681922N/A
3/31/20233978N/AN/AN/A
12/31/2022398906N/A
9/30/202241210410N/A
6/30/202242612813N/A
3/31/2022413111520N/A
12/31/202140092327N/A
9/30/2021363122326N/A
6/30/2021326142325N/A
3/31/2021295192829N/A
12/31/2020264233334N/A
9/30/2020220192930N/A
6/30/2020176142526N/A
3/31/202015191515N/A
12/31/2019126445N/A
9/30/20191144N/A5N/A
6/30/20191024N/A4N/A
3/31/2019954N/A4N/A
12/31/2018884N/A3N/A
9/30/2018802N/A2N/A
6/30/2018730N/A1N/A
3/31/201869-2N/A-1N/A
12/31/201765-3N/A-3N/A
9/30/201765-6N/A-5N/A
6/30/201764-8N/A-8N/A
3/31/201764-20N/A-10N/A
12/31/201664-31N/A-12N/A
9/30/201657-37N/A-14N/A
6/30/201651-44N/A-16N/A
3/31/201642-32N/A-13N/A
12/31/201533-21N/A-10N/A
9/30/201530-14N/A-7N/A
6/30/201526-7N/A-4N/A

アナリストによる今後の成長予測

収入対貯蓄率: TPWの予測収益成長率 (年間31% ) は 貯蓄率 ( 3.6% ) を上回っています。

収益対市場: TPWの収益 ( 31% ) はAustralian市場 ( 11.9% ) よりも速いペースで成長すると予測されています。

高成長収益: TPWの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TPWの収益 ( 7.2% ) Australian市場 ( 6.2% ) よりも速いペースで成長すると予測されています。

高い収益成長: TPWの収益 ( 7.2% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: TPWの 自己資本利益率 は、3年後には低くなると予測されています ( 14 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/23 20:19
終値2026/05/22 00:00
収益2025/12/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Temple & Webster Group Ltd 14 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。26

アナリスト機関
Forres SalekianBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited
Sam HaddadBell Potter