View ValuationMacquarie Technology Group 将来の成長Future 基準チェック /06Macquarie Technology Group利益と収益がそれぞれ年間1%と5.9%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5.6% 1%なると予測されています。主要情報1.0%収益成長率1.04%EPS成長率IT 収益成長-4.6%収益成長率5.9%将来の株主資本利益率5.55%アナリストカバレッジGood最終更新日05 May 2026今後の成長に関する最新情報Price Target Changed • Aug 30Price target decreased by 8.9% to AU$82.33Down from AU$90.32, the current price target is an average from 8 analysts. New target price is 35% above last closing price of AU$61.10. Stock is down 28% over the past year. The company is forecast to post earnings per share of AU$1.11 for next year compared to AU$1.35 last year.Price Target Changed • Jul 05Price target increased by 7.1% to AU$95.99Up from AU$89.60, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of AU$95.70. Stock is up 45% over the past year. The company is forecast to post earnings per share of AU$1.24 for next year compared to AU$0.82 last year.Price Target Changed • Apr 18Price target increased by 10% to AU$90.07Up from AU$81.74, the current price target is an average from 6 analysts. New target price is 12% above last closing price of AU$80.22. Stock is up 30% over the past year. The company is forecast to post earnings per share of AU$1.24 for next year compared to AU$0.82 last year.Price Target Changed • Mar 08Price target increased by 7.9% to AU$81.74Up from AU$75.75, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of AU$79.74. Stock is up 34% over the past year. The company is forecast to post earnings per share of AU$1.25 for next year compared to AU$0.82 last year.Price Target Changed • Nov 16Price target decreased to AU$66.25Down from AU$72.22, the current price target is an average from 6 analysts. New target price is 23% above last closing price of AU$53.83. Stock is down 24% over the past year. The company is forecast to post earnings per share of AU$0.56 for next year compared to AU$0.39 last year.Price Target Changed • Oct 27Price target decreased to AU$66.58Down from AU$72.22, the current price target is an average from 5 analysts. New target price is 17% above last closing price of AU$56.76. Stock is down 20% over the past year. The company is forecast to post earnings per share of AU$0.56 for next year compared to AU$0.39 last year.すべての更新を表示Recent updatesライブニュース • May 09Macquarie Technology Group Joins Forces With Macquarie University On Cloud And Cyber Security TalentMacquarie Technology Group has formed a partnership with Macquarie University focused on research, technology and innovation. The collaboration targets cloud computing, cyber security, data centre engineering and technology policy. The partnership is designed to give students practical exposure to data centre and cloud technologies and support technology job pathways in Australia. For you as an investor, this ties Macquarie Technology Group more closely to a talent and research pipeline in areas that sit at the core of its business: cloud, cyber security and data centres. Access to students and academic collaboration can support hiring, while also feeding into product development and operational practices in specialist infrastructure and security fields. The focus on technology policy and broader industry–academic engagement also points to a role for the company in discussions around Australia’s digital capabilities. That can matter over time for brand positioning with enterprise and government customers, and for aligning its service offering with emerging regulatory and skills requirements in the local technology sector.New Risk • Mar 01New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% 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. This is currently the only risk that has been identified for the company.分析記事 • Dec 22Macquarie Technology Group (ASX:MAQ) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Board Change • Dec 07Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director David Buckingham was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Dec 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$68.66, the stock trades at a forward P/E ratio of 60x. Average forward P/E is 7x in the IT industry in Australia. Total returns to shareholders of 17% over the past three years.分析記事 • Nov 14Unpleasant Surprises Could Be In Store For Macquarie Technology Group Limited's (ASX:MAQ) SharesMacquarie Technology Group Limited's ( ASX:MAQ ) price-to-earnings (or "P/E") ratio of 45.3x might make it look like a...お知らせ • Oct 22Macquarie Technology Group Limited, Annual General Meeting, Nov 21, 2025Macquarie Technology Group Limited, Annual General Meeting, Nov 21, 2025. Location: at level 15, 2 market street, sydney nsw 200 Australiaお知らせ • Sep 19Macquarie Technology Group Limited Appoints David Buckingham as Independent Non- Executive Director, Effective 24 September 2025Macquarie Technology Group Limited announced that David Buckingham will join the Company's board from 24 September 2025 as an Independent Non- Executive Director. David will bring more than 30 years' experience to the company as a corporate leader in telecommunications, media and technology. He is currently a Chair and Non-Executive Director of a portfolio of small listed and private technology companies including Pentanet, Hiremii, Way2VAT and Hyprfire. He is also Chair of the Perth Wildcats and a Non-Executive Director of Football West. David Buckingham holds a Bachelor of Technology (Hons) from the Loughborough University of Technology in the UK and is a qualified ACA Chartered Accountant and a member of the Australian Institute of Company Directors.分析記事 • Sep 15Macquarie Technology Group (ASX:MAQ) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Aug 30Price target decreased by 8.9% to AU$82.33Down from AU$90.32, the current price target is an average from 8 analysts. New target price is 35% above last closing price of AU$61.10. Stock is down 28% over the past year. The company is forecast to post earnings per share of AU$1.11 for next year compared to AU$1.35 last year.Reported Earnings • Aug 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: AU$1.35 (up from AU$1.35 in FY 2024). Revenue: AU$369.6m (up 1.7% from FY 2024). Net income: AU$34.9m (up 5.6% from FY 2024). Profit margin: 9.4% (up from 9.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • Aug 14Macquarie Technology Group (ASX:MAQ) Has More To Do To Multiply In Value Going ForwardASX:MAQ 1 Year Share Price vs Fair Value Explore Macquarie Technology Group's Fair Values from the Community and select...分析記事 • Jun 27We Ran A Stock Scan For Earnings Growth And Macquarie Technology Group (ASX:MAQ) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Apr 29Macquarie Technology Group Limited's (ASX:MAQ) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 17x, you may consider...分析記事 • Apr 14Does Macquarie Technology Group (ASX:MAQ) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$54.57, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 20x in the IT industry in Australia. Total loss to shareholders of 22% over the past three years.分析記事 • Mar 27Returns At Macquarie Technology Group (ASX:MAQ) Appear To Be Weighed DownTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...New Risk • Mar 02New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% 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 Risks Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio).New Risk • Feb 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 28First half 2025 earnings: Revenues in line with analyst expectationsFirst half 2025 results: Revenue: AU$183.6m (up 1.2% from 1H 2024). Net income: AU$17.9m (up 21% from 1H 2024). Profit margin: 9.7% (up from 8.2% in 1H 2024). Revenue was in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in Australia.New Risk • Feb 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% 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. This is currently the only risk that has been identified for the company.Board Change • Jan 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-executive Director Lisa Brock was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Dec 30Macquarie Technology Group Limited's (ASX:MAQ) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...分析記事 • Dec 12If EPS Growth Is Important To You, Macquarie Technology Group (ASX:MAQ) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Nov 05Is Macquarie Technology Group (ASX:MAQ) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Oct 29Macquarie Technology Group Limited, Annual General Meeting, Nov 29, 2024Macquarie Technology Group Limited, Annual General Meeting, Nov 29, 2024. Location: at its offices at level 15, 2 market street sydney 2000., Australia分析記事 • Aug 29Capital Allocation Trends At Macquarie Technology Group (ASX:MAQ) Aren't IdealWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Reported Earnings • Aug 29Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: AU$1.35 (up from AU$0.82 in FY 2023). Revenue: AU$363.3m (up 5.3% from FY 2023). Net income: AU$33.0m (up 87% from FY 2023). Profit margin: 9.1% (up from 5.1% in FY 2023). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 7.7%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 18If EPS Growth Is Important To You, Macquarie Technology Group (ASX:MAQ) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Price Target Changed • Jul 05Price target increased by 7.1% to AU$95.99Up from AU$89.60, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of AU$95.70. Stock is up 45% over the past year. The company is forecast to post earnings per share of AU$1.24 for next year compared to AU$0.82 last year.分析記事 • May 28Some Confidence Is Lacking In Macquarie Technology Group Limited's (ASX:MAQ) P/SWhen close to half the companies in the IT industry in Australia have price-to-sales ratios (or "P/S") below 1.5x, you...Price Target Changed • Apr 18Price target increased by 10% to AU$90.07Up from AU$81.74, the current price target is an average from 6 analysts. New target price is 12% above last closing price of AU$80.22. Stock is up 30% over the past year. The company is forecast to post earnings per share of AU$1.24 for next year compared to AU$0.82 last year.お知らせ • Apr 17+ 1 more updateMacquarie Technology Group Limited has completed a Follow-on Equity Offering in the amount of AUD 100.000048 million.Macquarie Technology Group Limited has completed a Follow-on Equity Offering in the amount of AUD 100.000048 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 405,647 Price\Range: AUD 72.5 Discount Per Security: AUD 1.45 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 973,664 Price\Range: AUD 72.5 Discount Per Security: AUD 1.45 Transaction Features: Subsequent Direct Listing分析記事 • Mar 19Here's Why We Think Macquarie Technology Group (ASX:MAQ) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Price Target Changed • Mar 08Price target increased by 7.9% to AU$81.74Up from AU$75.75, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of AU$79.74. Stock is up 34% over the past year. The company is forecast to post earnings per share of AU$1.25 for next year compared to AU$0.82 last year.Reported Earnings • Feb 29First half 2024 earnings releasedFirst half 2024 results: Revenue: AU$181.3m (up 5.1% from 1H 2023). Net income: AU$14.8m (up 73% from 1H 2023). Profit margin: 8.2% (up from 4.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the IT industry in Australia.分析記事 • Jan 22Macquarie Technology Group Limited's (ASX:MAQ) Business Is Yet to Catch Up With Its Share PriceMacquarie Technology Group Limited's ( ASX:MAQ ) price-to-sales (or "P/S") ratio of 5.1x may look like a poor...分析記事 • Nov 29Some Investors May Be Worried About Macquarie Technology Group's (ASX:MAQ) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Nov 07Is Now The Time To Put Macquarie Technology Group (ASX:MAQ) On Your Watchlist?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 • Oct 30Macquarie Technology Group Limited, Annual General Meeting, Nov 30, 2023Macquarie Technology Group Limited, Annual General Meeting, Nov 30, 2023, at 09:00 AUS Eastern Standard Time. Location: Level 15, 2 Market Street, Sydney Nsw 2000 Australia Agenda: To consider Financial Statements and Reports; to consider Remuneration Report; to consider Re-Election of director: Mr Aidan Tudehope; to consider Election of director: Ms Lisa Brock; to consider Non- Executive Directors Increase in Aggregate Fee Cap.Reported Earnings • Aug 24Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: AU$0.82 (up from AU$0.39 in FY 2022). Revenue: AU$345.1m (up 12% from FY 2022). Net income: AU$17.7m (up 109% from FY 2022). Profit margin: 5.1% (up from 2.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jun 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% 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 Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risk Shareholders have been diluted in the past year (13% increase in shares outstanding).お知らせ • Jun 14Macquarie Technology Group Limited has completed a Follow-on Equity Offering in the amount of AUD 160.000016 million.Macquarie Technology Group Limited has completed a Follow-on Equity Offering in the amount of AUD 160.000016 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,735,043 Price\Range: AUD 58.5 Discount Per Security: AUD 1.4625 Transaction Features: Subsequent Direct Listing分析記事 • Jun 09Macquarie Technology Group (ASX:MAQ) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Recent Insider Transactions • Feb 28Independent Non-executive Director recently bought AU$63k worth of stockOn the 27th of February, Lisa Brock bought around 1k shares on-market at roughly AU$57.28 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth AU$200k. Insiders have collectively bought AU$312k more in shares than they have sold in the last 12 months.分析記事 • Feb 23These 4 Measures Indicate That Macquarie Telecom Group (ASX:MAQ) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.40 (vs AU$0.17 in 1H 2022)First half 2023 results: EPS: AU$0.40 (up from AU$0.17 in 1H 2022). Revenue: AU$172.5m (up 16% from 1H 2022). Net income: AU$8.54m (up 133% from 1H 2022). Profit margin: 4.9% (up from 2.5% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Recent Insider Transactions • Dec 21Chairman recently bought AU$200k worth of stockOn the 16th of December, Peter Richard James bought around 3k shares on-market at roughly AU$59.22 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Peter Richard's only on-market trade for the last 12 months.お知らせ • Dec 19Macquarie Telecom Group Limited Appoints Lisa Brock as an Independent Non-Executive Director, Effective from 31 January 2023Macquarie Telecom Group Limited announced that Lisa Brock will join the Company's board from 31 January 2023 as an Independent Non-executive Director. Lisa will bring more than 20 years' experience to the company in business leadership, commercial strategy, corporate finance and infrastructure. She has held a number of senior executive positions at the Qantas Group and is currently a non-executive director at Adelaide Airport. She holds an Honours Degree majoring in Mathematics from the University of Birmingham, UK and a Master of Applied Finance from Macquarie University. She is a Graduate of the Australian Institute of Company Directors and a Member of the Institute of Chartered Accountants in England and Wales.Price Target Changed • Nov 16Price target decreased to AU$66.25Down from AU$72.22, the current price target is an average from 6 analysts. New target price is 23% above last closing price of AU$53.83. Stock is down 24% over the past year. The company is forecast to post earnings per share of AU$0.56 for next year compared to AU$0.39 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-executive Director Adelle Howse was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Price Target Changed • Oct 27Price target decreased to AU$66.58Down from AU$72.22, the current price target is an average from 5 analysts. New target price is 17% above last closing price of AU$56.76. Stock is down 20% over the past year. The company is forecast to post earnings per share of AU$0.56 for next year compared to AU$0.39 last year.お知らせ • Oct 22Macquarie Telecom Group Limited, Annual General Meeting, Nov 22, 2022Macquarie Telecom Group Limited, Annual General Meeting, Nov 22, 2022, at 09:00 AUS Eastern Standard Time. Location: Level 15, 2 Market Street Sydney Australia Agenda: To consider Remuneration Report; to consider Re-election of Director - Mr. Bart Vogel; and to consider Re-election of Director - Dr. Adelle Howse.分析記事 • Sep 16Is Macquarie Telecom Group (ASX:MAQ) 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...Price Target Changed • Aug 30Price target decreased to AU$72.22Down from AU$78.96, the current price target is an average from 4 analysts. New target price is 14% above last closing price of AU$63.35. Stock is down 23% over the past year. The company is forecast to post earnings per share of AU$0.59 for next year compared to AU$0.39 last year.Reported Earnings • Aug 26Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: AU$0.39 (down from AU$0.59 in FY 2021). Revenue: AU$309.3m (up 8.5% from FY 2021). Net income: AU$8.46m (down 33% from FY 2021). Profit margin: 2.7% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 26%. Over the next year, revenue is forecast to grow 15%, compared to a 9.5% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.Board Change • Jul 12Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-executive Director Adelle Howse was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 01Macquarie Telecom Group Limited Announces Resignation of Anouk Darling as Non-Executive DirectorMacquarie Telecom Group Limited advised that Mrs. Anouk Darling has tendered her resignation as a non-executive director of the Company, effective 1 July 2022. Anouk is leaving to pursue other interests including a full-time executive role as CEO of Scape. Anouk was appointed as a non-executive director in March 2012 and was a member of the Audit and Risk Management Committee and Chair of the People, Remuneration and Culture Committee.分析記事 • Jun 24Be Wary Of Macquarie Telecom Group (ASX:MAQ) And Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • May 10Macquarie Telecom Group (ASX:MAQ) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 01Here's What's Concerning About Macquarie Telecom Group's (ASX:MAQ) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Major Estimate Revision • Feb 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from AU$0.04 to AU$0.36. Revenue forecast steady at AU$311.8m. Net income forecast to grow 19% next year vs 51% growth forecast for Telecom industry in Australia. Consensus price target broadly unchanged at AU$83.84. Share price was steady at AU$62.74 over the past week.Reported Earnings • Feb 22First half 2022 earnings: EPS exceeds analyst expectationsFirst half 2022 results: EPS: AU$0.17 (down from AU$0.33 in 1H 2021). Revenue: AU$149.3m (up 4.0% from 1H 2021). Net income: AU$3.67m (down 48% from 1H 2021). Profit margin: 2.5% (down from 4.9% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 16%, compared to a 9.9% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.Major Estimate Revision • Dec 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from AU$0.04 to AU$0.04 per share. Revenue forecast steady at AU$310.1m. Net income forecast to shrink 93% next year vs 27% growth forecast for Telecom industry in Australia . Consensus price target broadly unchanged at AU$83.25. Share price rose 6.3% to AU$68.05 over the past week.分析記事 • Nov 25Macquarie Telecom Group (ASX:MAQ) May Have Issues Allocating Its CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Sep 21Does Macquarie Telecom Group (ASX:MAQ) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Recent Insider Transactions • Sep 03Co-Founder recently sold AU$50m worth of stockOn the 31st of August, David Tudehope sold around 657k shares on-market at roughly AU$75.50 per share. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Price Target Changed • Aug 26Price target increased to AU$82.00Up from AU$76.43, the current price target is an average from 4 analysts. New target price is 5.1% above last closing price of AU$77.99. Stock is up 71% over the past year.Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.59 (vs AU$0.64 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: AU$285.1m (up 7.1% from FY 2020). Net income: AU$12.5m (down 7.4% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.Price Target Changed • Jul 18Price target increased to AU$62.68Up from AU$58.32, the current price target is an average from 3 analysts. New target price is 6.7% below last closing price of AU$67.16. Stock is up 45% over the past year.分析記事 • Jun 10Macquarie Telecom Group (ASX:MAQ) Is Experiencing Growth In Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...分析記事 • May 04Does Macquarie Telecom Group (ASX:MAQ) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 16Macquarie Telecom Group Limited (ASX:MAQ) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?Macquarie Telecom Group (ASX:MAQ) has had a rough three months with its share price down 12%. However, stock prices are...Major Estimate Revision • Mar 03Analysts update estimatesThe 2021 consensus earning per share (EPS) estimate was lowered from AU$0.58 to AU$0.52. Revenue estimate was approximately flat at AU$292.0m. Net income is expected to shrink by 18% next year compared to 5.8% decline forecast for the Telecom industry in Australia. The consensus price target was lowered from AU$57.64 to AU$57.39. Share price is down by 1.8% to AU$48.60 over the past week.分析記事 • Feb 26Earnings Update: Macquarie Telecom Group Limited (ASX:MAQ) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsAs you might know, Macquarie Telecom Group Limited ( ASX:MAQ ) recently reported its half-year numbers. It was a...Reported Earnings • Feb 25First half 2021 earnings released: EPS AU$0.33 (vs AU$0.31 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: AU$143.6m (up 8.8% from 1H 2020). Net income: AU$7.04m (up 5.4% from 1H 2020). Profit margin: 4.9% (down from 5.1% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 9.8%, compared to a 22% growth forecast for the Telecom industry in Australia.Is New 90 Day High Low • Feb 20New 90-day low: AU$48.76The company is down 8.0% from its price of AU$52.92 on 20 November 2020. The Australian market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$218 per share.分析記事 • Feb 12Will The ROCE Trend At Macquarie Telecom Group (ASX:MAQ) Continue?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Jan 25Is Macquarie Telecom Group Limited (ASX:MAQ) Popular Amongst Insiders?If you want to know who really controls Macquarie Telecom Group Limited ( ASX:MAQ ), then you'll have to look at the...分析記事 • Jan 08We're Not So Sure You Should Rely on Macquarie Telecom Group's (ASX:MAQ) Statutory EarningsAs a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...分析記事 • Dec 21Shareholders of Macquarie Telecom Group (ASX:MAQ) Must Be Delighted With Their 602% Total ReturnLong term investing can be life changing when you buy and hold the truly great businesses. While not every stock...分析記事 • Dec 06Macquarie Telecom Group (ASX:MAQ) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Nov 24Price target raised to AU$54.86Up from AU$49.96, the current price target is an average from 6 analysts. The new target price is close to the current share price of AU$53.98. As of last close, the stock is up 133% over the past year.分析記事 • Nov 23Macquarie Telecom Group Limited's (ASX:MAQ) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Most readers would already be aware that Macquarie Telecom Group's (ASX:MAQ) stock increased significantly by 17% over...Is New 90 Day High Low • Nov 12New 90-day high: AU$51.31The company is up 12% from its price of AU$45.98 on 14 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.30 per share.Is New 90 Day High Low • Oct 20New 90-day high: AU$49.16The company is up 7.0% from its price of AU$46.00 on 22 July 2020. The Australian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.30 per share.Is New 90 Day High Low • Sep 30New 90-day high: AU$47.26The company is up 7.0% from its price of AU$44.36 on 02 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.68 per share.分析記事 • Sep 01Macquarie Telecom Group (ASX:MAQ) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 18Macquarie Telecom Group Limited's (ASX:MAQ) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Macquarie Telecom Group's (ASX:MAQ) stock is up by a considerable 53% over the past three months. Given the company's...分析記事 • Jul 27Will the Promising Trends At Macquarie Telecom Group (ASX:MAQ) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other...分析記事 • Jul 07Macquarie Telecom Group Limited's (ASX:MAQ) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 64.1x Macquarie Telecom Group Limited (ASX:MAQ) may be sending very...分析記事 • Jun 17A Rising Share Price Has Us Looking Closely At Macquarie Telecom Group Limited's (ASX:MAQ) P/E RatioIt's really great to see that even after a strong run, Macquarie Telecom Group (ASX:MAQ) shares have been powering on...業績と収益の成長予測ASX:MAQ - 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6/30/202845430-15310576/30/202741022-2399176/30/202638730-17674712/31/202537933-113111N/A9/30/202537534-70111N/A6/30/202537035-27110N/A3/31/202536835-51110N/A12/31/202436636-74109N/A9/30/202436435-51114N/A6/30/202436333-28118N/A3/31/20243592814112N/A12/31/20233542457106N/A9/30/20233492150107N/A6/30/20233451843109N/A3/31/2023339163895N/A12/31/2022333133381N/A9/30/2022321111890N/A6/30/20223098398N/A3/31/20223009-1899N/A12/31/20212919-39101N/A9/30/202128811-6673N/A6/30/202128513-9445N/A3/31/202128113-8345N/A12/31/202027814-7146N/A9/30/202027214-4546N/A6/30/202026614-1846N/A3/31/202026214-1442N/A12/31/201925715-1038N/A9/30/201925216N/A38N/A6/30/201924716N/A39N/A3/31/201924317N/A41N/A12/31/201824017N/A43N/A9/30/201823717N/A43N/A6/30/201823417N/A43N/A3/31/201823117N/A43N/A12/31/201722816N/A42N/A9/30/201722415N/A42N/A6/30/201722014N/A41N/A3/31/201721512N/A41N/A12/31/20162109N/A41N/A9/30/20162067N/A40N/A6/30/20162035N/A39N/A3/31/20162003N/A33N/A12/31/20151980N/A27N/A9/30/2015195-2N/A25N/A6/30/2015192-4N/A24N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MAQの予測収益成長率 (年間1% ) は 貯蓄率 ( 3.6% ) を下回っています。収益対市場: MAQの収益 ( 1% ) Australian市場 ( 12% ) よりも低い成長が予測されています。高成長収益: MAQの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MAQの収益 ( 5.9% ) Australian市場 ( 6.4% ) よりも低い成長が予測されています。高い収益成長: MAQの収益 ( 5.9% ) 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: MAQ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 ( 5.6 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 13:10終値2026/05/08 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Macquarie Technology Group Limited 7 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。10 アナリスト機関Conor O’PreyCanaccord GenuityJames McCaffertyCGS InternationalKane HannanGoldman Sachs7 その他のアナリストを表示
Price Target Changed • Aug 30Price target decreased by 8.9% to AU$82.33Down from AU$90.32, the current price target is an average from 8 analysts. New target price is 35% above last closing price of AU$61.10. Stock is down 28% over the past year. The company is forecast to post earnings per share of AU$1.11 for next year compared to AU$1.35 last year.
Price Target Changed • Jul 05Price target increased by 7.1% to AU$95.99Up from AU$89.60, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of AU$95.70. Stock is up 45% over the past year. The company is forecast to post earnings per share of AU$1.24 for next year compared to AU$0.82 last year.
Price Target Changed • Apr 18Price target increased by 10% to AU$90.07Up from AU$81.74, the current price target is an average from 6 analysts. New target price is 12% above last closing price of AU$80.22. Stock is up 30% over the past year. The company is forecast to post earnings per share of AU$1.24 for next year compared to AU$0.82 last year.
Price Target Changed • Mar 08Price target increased by 7.9% to AU$81.74Up from AU$75.75, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of AU$79.74. Stock is up 34% over the past year. The company is forecast to post earnings per share of AU$1.25 for next year compared to AU$0.82 last year.
Price Target Changed • Nov 16Price target decreased to AU$66.25Down from AU$72.22, the current price target is an average from 6 analysts. New target price is 23% above last closing price of AU$53.83. Stock is down 24% over the past year. The company is forecast to post earnings per share of AU$0.56 for next year compared to AU$0.39 last year.
Price Target Changed • Oct 27Price target decreased to AU$66.58Down from AU$72.22, the current price target is an average from 5 analysts. New target price is 17% above last closing price of AU$56.76. Stock is down 20% over the past year. The company is forecast to post earnings per share of AU$0.56 for next year compared to AU$0.39 last year.
ライブニュース • May 09Macquarie Technology Group Joins Forces With Macquarie University On Cloud And Cyber Security TalentMacquarie Technology Group has formed a partnership with Macquarie University focused on research, technology and innovation. The collaboration targets cloud computing, cyber security, data centre engineering and technology policy. The partnership is designed to give students practical exposure to data centre and cloud technologies and support technology job pathways in Australia. For you as an investor, this ties Macquarie Technology Group more closely to a talent and research pipeline in areas that sit at the core of its business: cloud, cyber security and data centres. Access to students and academic collaboration can support hiring, while also feeding into product development and operational practices in specialist infrastructure and security fields. The focus on technology policy and broader industry–academic engagement also points to a role for the company in discussions around Australia’s digital capabilities. That can matter over time for brand positioning with enterprise and government customers, and for aligning its service offering with emerging regulatory and skills requirements in the local technology sector.
New Risk • Mar 01New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% 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. This is currently the only risk that has been identified for the company.
分析記事 • Dec 22Macquarie Technology Group (ASX:MAQ) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Board Change • Dec 07Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director David Buckingham was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Dec 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$68.66, the stock trades at a forward P/E ratio of 60x. Average forward P/E is 7x in the IT industry in Australia. Total returns to shareholders of 17% over the past three years.
分析記事 • Nov 14Unpleasant Surprises Could Be In Store For Macquarie Technology Group Limited's (ASX:MAQ) SharesMacquarie Technology Group Limited's ( ASX:MAQ ) price-to-earnings (or "P/E") ratio of 45.3x might make it look like a...
お知らせ • Oct 22Macquarie Technology Group Limited, Annual General Meeting, Nov 21, 2025Macquarie Technology Group Limited, Annual General Meeting, Nov 21, 2025. Location: at level 15, 2 market street, sydney nsw 200 Australia
お知らせ • Sep 19Macquarie Technology Group Limited Appoints David Buckingham as Independent Non- Executive Director, Effective 24 September 2025Macquarie Technology Group Limited announced that David Buckingham will join the Company's board from 24 September 2025 as an Independent Non- Executive Director. David will bring more than 30 years' experience to the company as a corporate leader in telecommunications, media and technology. He is currently a Chair and Non-Executive Director of a portfolio of small listed and private technology companies including Pentanet, Hiremii, Way2VAT and Hyprfire. He is also Chair of the Perth Wildcats and a Non-Executive Director of Football West. David Buckingham holds a Bachelor of Technology (Hons) from the Loughborough University of Technology in the UK and is a qualified ACA Chartered Accountant and a member of the Australian Institute of Company Directors.
分析記事 • Sep 15Macquarie Technology Group (ASX:MAQ) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Aug 30Price target decreased by 8.9% to AU$82.33Down from AU$90.32, the current price target is an average from 8 analysts. New target price is 35% above last closing price of AU$61.10. Stock is down 28% over the past year. The company is forecast to post earnings per share of AU$1.11 for next year compared to AU$1.35 last year.
Reported Earnings • Aug 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: AU$1.35 (up from AU$1.35 in FY 2024). Revenue: AU$369.6m (up 1.7% from FY 2024). Net income: AU$34.9m (up 5.6% from FY 2024). Profit margin: 9.4% (up from 9.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • Aug 14Macquarie Technology Group (ASX:MAQ) Has More To Do To Multiply In Value Going ForwardASX:MAQ 1 Year Share Price vs Fair Value Explore Macquarie Technology Group's Fair Values from the Community and select...
分析記事 • Jun 27We Ran A Stock Scan For Earnings Growth And Macquarie Technology Group (ASX:MAQ) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Apr 29Macquarie Technology Group Limited's (ASX:MAQ) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 17x, you may consider...
分析記事 • Apr 14Does Macquarie Technology Group (ASX:MAQ) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$54.57, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 20x in the IT industry in Australia. Total loss to shareholders of 22% over the past three years.
分析記事 • Mar 27Returns At Macquarie Technology Group (ASX:MAQ) Appear To Be Weighed DownTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
New Risk • Mar 02New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% 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 Risks Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio).
New Risk • Feb 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 28First half 2025 earnings: Revenues in line with analyst expectationsFirst half 2025 results: Revenue: AU$183.6m (up 1.2% from 1H 2024). Net income: AU$17.9m (up 21% from 1H 2024). Profit margin: 9.7% (up from 8.2% in 1H 2024). Revenue was in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in Australia.
New Risk • Feb 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% 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. This is currently the only risk that has been identified for the company.
Board Change • Jan 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-executive Director Lisa Brock was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Dec 30Macquarie Technology Group Limited's (ASX:MAQ) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
分析記事 • Dec 12If EPS Growth Is Important To You, Macquarie Technology Group (ASX:MAQ) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Nov 05Is Macquarie Technology Group (ASX:MAQ) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Oct 29Macquarie Technology Group Limited, Annual General Meeting, Nov 29, 2024Macquarie Technology Group Limited, Annual General Meeting, Nov 29, 2024. Location: at its offices at level 15, 2 market street sydney 2000., Australia
分析記事 • Aug 29Capital Allocation Trends At Macquarie Technology Group (ASX:MAQ) Aren't IdealWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Reported Earnings • Aug 29Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: AU$1.35 (up from AU$0.82 in FY 2023). Revenue: AU$363.3m (up 5.3% from FY 2023). Net income: AU$33.0m (up 87% from FY 2023). Profit margin: 9.1% (up from 5.1% in FY 2023). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 7.7%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 18If EPS Growth Is Important To You, Macquarie Technology Group (ASX:MAQ) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Price Target Changed • Jul 05Price target increased by 7.1% to AU$95.99Up from AU$89.60, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of AU$95.70. Stock is up 45% over the past year. The company is forecast to post earnings per share of AU$1.24 for next year compared to AU$0.82 last year.
分析記事 • May 28Some Confidence Is Lacking In Macquarie Technology Group Limited's (ASX:MAQ) P/SWhen close to half the companies in the IT industry in Australia have price-to-sales ratios (or "P/S") below 1.5x, you...
Price Target Changed • Apr 18Price target increased by 10% to AU$90.07Up from AU$81.74, the current price target is an average from 6 analysts. New target price is 12% above last closing price of AU$80.22. Stock is up 30% over the past year. The company is forecast to post earnings per share of AU$1.24 for next year compared to AU$0.82 last year.
お知らせ • Apr 17+ 1 more updateMacquarie Technology Group Limited has completed a Follow-on Equity Offering in the amount of AUD 100.000048 million.Macquarie Technology Group Limited has completed a Follow-on Equity Offering in the amount of AUD 100.000048 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 405,647 Price\Range: AUD 72.5 Discount Per Security: AUD 1.45 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 973,664 Price\Range: AUD 72.5 Discount Per Security: AUD 1.45 Transaction Features: Subsequent Direct Listing
分析記事 • Mar 19Here's Why We Think Macquarie Technology Group (ASX:MAQ) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Price Target Changed • Mar 08Price target increased by 7.9% to AU$81.74Up from AU$75.75, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of AU$79.74. Stock is up 34% over the past year. The company is forecast to post earnings per share of AU$1.25 for next year compared to AU$0.82 last year.
Reported Earnings • Feb 29First half 2024 earnings releasedFirst half 2024 results: Revenue: AU$181.3m (up 5.1% from 1H 2023). Net income: AU$14.8m (up 73% from 1H 2023). Profit margin: 8.2% (up from 4.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the IT industry in Australia.
分析記事 • Jan 22Macquarie Technology Group Limited's (ASX:MAQ) Business Is Yet to Catch Up With Its Share PriceMacquarie Technology Group Limited's ( ASX:MAQ ) price-to-sales (or "P/S") ratio of 5.1x may look like a poor...
分析記事 • Nov 29Some Investors May Be Worried About Macquarie Technology Group's (ASX:MAQ) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Nov 07Is Now The Time To Put Macquarie Technology Group (ASX:MAQ) On Your Watchlist?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 • Oct 30Macquarie Technology Group Limited, Annual General Meeting, Nov 30, 2023Macquarie Technology Group Limited, Annual General Meeting, Nov 30, 2023, at 09:00 AUS Eastern Standard Time. Location: Level 15, 2 Market Street, Sydney Nsw 2000 Australia Agenda: To consider Financial Statements and Reports; to consider Remuneration Report; to consider Re-Election of director: Mr Aidan Tudehope; to consider Election of director: Ms Lisa Brock; to consider Non- Executive Directors Increase in Aggregate Fee Cap.
Reported Earnings • Aug 24Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: AU$0.82 (up from AU$0.39 in FY 2022). Revenue: AU$345.1m (up 12% from FY 2022). Net income: AU$17.7m (up 109% from FY 2022). Profit margin: 5.1% (up from 2.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jun 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% 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 Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risk Shareholders have been diluted in the past year (13% increase in shares outstanding).
お知らせ • Jun 14Macquarie Technology Group Limited has completed a Follow-on Equity Offering in the amount of AUD 160.000016 million.Macquarie Technology Group Limited has completed a Follow-on Equity Offering in the amount of AUD 160.000016 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,735,043 Price\Range: AUD 58.5 Discount Per Security: AUD 1.4625 Transaction Features: Subsequent Direct Listing
分析記事 • Jun 09Macquarie Technology Group (ASX:MAQ) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Recent Insider Transactions • Feb 28Independent Non-executive Director recently bought AU$63k worth of stockOn the 27th of February, Lisa Brock bought around 1k shares on-market at roughly AU$57.28 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth AU$200k. Insiders have collectively bought AU$312k more in shares than they have sold in the last 12 months.
分析記事 • Feb 23These 4 Measures Indicate That Macquarie Telecom Group (ASX:MAQ) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.40 (vs AU$0.17 in 1H 2022)First half 2023 results: EPS: AU$0.40 (up from AU$0.17 in 1H 2022). Revenue: AU$172.5m (up 16% from 1H 2022). Net income: AU$8.54m (up 133% from 1H 2022). Profit margin: 4.9% (up from 2.5% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Dec 21Chairman recently bought AU$200k worth of stockOn the 16th of December, Peter Richard James bought around 3k shares on-market at roughly AU$59.22 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Peter Richard's only on-market trade for the last 12 months.
お知らせ • Dec 19Macquarie Telecom Group Limited Appoints Lisa Brock as an Independent Non-Executive Director, Effective from 31 January 2023Macquarie Telecom Group Limited announced that Lisa Brock will join the Company's board from 31 January 2023 as an Independent Non-executive Director. Lisa will bring more than 20 years' experience to the company in business leadership, commercial strategy, corporate finance and infrastructure. She has held a number of senior executive positions at the Qantas Group and is currently a non-executive director at Adelaide Airport. She holds an Honours Degree majoring in Mathematics from the University of Birmingham, UK and a Master of Applied Finance from Macquarie University. She is a Graduate of the Australian Institute of Company Directors and a Member of the Institute of Chartered Accountants in England and Wales.
Price Target Changed • Nov 16Price target decreased to AU$66.25Down from AU$72.22, the current price target is an average from 6 analysts. New target price is 23% above last closing price of AU$53.83. Stock is down 24% over the past year. The company is forecast to post earnings per share of AU$0.56 for next year compared to AU$0.39 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-executive Director Adelle Howse was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Price Target Changed • Oct 27Price target decreased to AU$66.58Down from AU$72.22, the current price target is an average from 5 analysts. New target price is 17% above last closing price of AU$56.76. Stock is down 20% over the past year. The company is forecast to post earnings per share of AU$0.56 for next year compared to AU$0.39 last year.
お知らせ • Oct 22Macquarie Telecom Group Limited, Annual General Meeting, Nov 22, 2022Macquarie Telecom Group Limited, Annual General Meeting, Nov 22, 2022, at 09:00 AUS Eastern Standard Time. Location: Level 15, 2 Market Street Sydney Australia Agenda: To consider Remuneration Report; to consider Re-election of Director - Mr. Bart Vogel; and to consider Re-election of Director - Dr. Adelle Howse.
分析記事 • Sep 16Is Macquarie Telecom Group (ASX:MAQ) 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...
Price Target Changed • Aug 30Price target decreased to AU$72.22Down from AU$78.96, the current price target is an average from 4 analysts. New target price is 14% above last closing price of AU$63.35. Stock is down 23% over the past year. The company is forecast to post earnings per share of AU$0.59 for next year compared to AU$0.39 last year.
Reported Earnings • Aug 26Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: AU$0.39 (down from AU$0.59 in FY 2021). Revenue: AU$309.3m (up 8.5% from FY 2021). Net income: AU$8.46m (down 33% from FY 2021). Profit margin: 2.7% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 26%. Over the next year, revenue is forecast to grow 15%, compared to a 9.5% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.
Board Change • Jul 12Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-executive Director Adelle Howse was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 01Macquarie Telecom Group Limited Announces Resignation of Anouk Darling as Non-Executive DirectorMacquarie Telecom Group Limited advised that Mrs. Anouk Darling has tendered her resignation as a non-executive director of the Company, effective 1 July 2022. Anouk is leaving to pursue other interests including a full-time executive role as CEO of Scape. Anouk was appointed as a non-executive director in March 2012 and was a member of the Audit and Risk Management Committee and Chair of the People, Remuneration and Culture Committee.
分析記事 • Jun 24Be Wary Of Macquarie Telecom Group (ASX:MAQ) And Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • May 10Macquarie Telecom Group (ASX:MAQ) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Mar 01Here's What's Concerning About Macquarie Telecom Group's (ASX:MAQ) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Major Estimate Revision • Feb 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from AU$0.04 to AU$0.36. Revenue forecast steady at AU$311.8m. Net income forecast to grow 19% next year vs 51% growth forecast for Telecom industry in Australia. Consensus price target broadly unchanged at AU$83.84. Share price was steady at AU$62.74 over the past week.
Reported Earnings • Feb 22First half 2022 earnings: EPS exceeds analyst expectationsFirst half 2022 results: EPS: AU$0.17 (down from AU$0.33 in 1H 2021). Revenue: AU$149.3m (up 4.0% from 1H 2021). Net income: AU$3.67m (down 48% from 1H 2021). Profit margin: 2.5% (down from 4.9% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 16%, compared to a 9.9% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.
Major Estimate Revision • Dec 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from AU$0.04 to AU$0.04 per share. Revenue forecast steady at AU$310.1m. Net income forecast to shrink 93% next year vs 27% growth forecast for Telecom industry in Australia . Consensus price target broadly unchanged at AU$83.25. Share price rose 6.3% to AU$68.05 over the past week.
分析記事 • Nov 25Macquarie Telecom Group (ASX:MAQ) May Have Issues Allocating Its CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Sep 21Does Macquarie Telecom Group (ASX:MAQ) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Recent Insider Transactions • Sep 03Co-Founder recently sold AU$50m worth of stockOn the 31st of August, David Tudehope sold around 657k shares on-market at roughly AU$75.50 per share. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Price Target Changed • Aug 26Price target increased to AU$82.00Up from AU$76.43, the current price target is an average from 4 analysts. New target price is 5.1% above last closing price of AU$77.99. Stock is up 71% over the past year.
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.59 (vs AU$0.64 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: AU$285.1m (up 7.1% from FY 2020). Net income: AU$12.5m (down 7.4% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 18Price target increased to AU$62.68Up from AU$58.32, the current price target is an average from 3 analysts. New target price is 6.7% below last closing price of AU$67.16. Stock is up 45% over the past year.
分析記事 • Jun 10Macquarie Telecom Group (ASX:MAQ) Is Experiencing Growth In Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
分析記事 • May 04Does Macquarie Telecom Group (ASX:MAQ) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Mar 16Macquarie Telecom Group Limited (ASX:MAQ) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?Macquarie Telecom Group (ASX:MAQ) has had a rough three months with its share price down 12%. However, stock prices are...
Major Estimate Revision • Mar 03Analysts update estimatesThe 2021 consensus earning per share (EPS) estimate was lowered from AU$0.58 to AU$0.52. Revenue estimate was approximately flat at AU$292.0m. Net income is expected to shrink by 18% next year compared to 5.8% decline forecast for the Telecom industry in Australia. The consensus price target was lowered from AU$57.64 to AU$57.39. Share price is down by 1.8% to AU$48.60 over the past week.
分析記事 • Feb 26Earnings Update: Macquarie Telecom Group Limited (ASX:MAQ) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsAs you might know, Macquarie Telecom Group Limited ( ASX:MAQ ) recently reported its half-year numbers. It was a...
Reported Earnings • Feb 25First half 2021 earnings released: EPS AU$0.33 (vs AU$0.31 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: AU$143.6m (up 8.8% from 1H 2020). Net income: AU$7.04m (up 5.4% from 1H 2020). Profit margin: 4.9% (down from 5.1% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 9.8%, compared to a 22% growth forecast for the Telecom industry in Australia.
Is New 90 Day High Low • Feb 20New 90-day low: AU$48.76The company is down 8.0% from its price of AU$52.92 on 20 November 2020. The Australian market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$218 per share.
分析記事 • Feb 12Will The ROCE Trend At Macquarie Telecom Group (ASX:MAQ) Continue?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Jan 25Is Macquarie Telecom Group Limited (ASX:MAQ) Popular Amongst Insiders?If you want to know who really controls Macquarie Telecom Group Limited ( ASX:MAQ ), then you'll have to look at the...
分析記事 • Jan 08We're Not So Sure You Should Rely on Macquarie Telecom Group's (ASX:MAQ) Statutory EarningsAs a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...
分析記事 • Dec 21Shareholders of Macquarie Telecom Group (ASX:MAQ) Must Be Delighted With Their 602% Total ReturnLong term investing can be life changing when you buy and hold the truly great businesses. While not every stock...
分析記事 • Dec 06Macquarie Telecom Group (ASX:MAQ) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Nov 24Price target raised to AU$54.86Up from AU$49.96, the current price target is an average from 6 analysts. The new target price is close to the current share price of AU$53.98. As of last close, the stock is up 133% over the past year.
分析記事 • Nov 23Macquarie Telecom Group Limited's (ASX:MAQ) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Most readers would already be aware that Macquarie Telecom Group's (ASX:MAQ) stock increased significantly by 17% over...
Is New 90 Day High Low • Nov 12New 90-day high: AU$51.31The company is up 12% from its price of AU$45.98 on 14 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.30 per share.
Is New 90 Day High Low • Oct 20New 90-day high: AU$49.16The company is up 7.0% from its price of AU$46.00 on 22 July 2020. The Australian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.30 per share.
Is New 90 Day High Low • Sep 30New 90-day high: AU$47.26The company is up 7.0% from its price of AU$44.36 on 02 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.68 per share.
分析記事 • Sep 01Macquarie Telecom Group (ASX:MAQ) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 18Macquarie Telecom Group Limited's (ASX:MAQ) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Macquarie Telecom Group's (ASX:MAQ) stock is up by a considerable 53% over the past three months. Given the company's...
分析記事 • Jul 27Will the Promising Trends At Macquarie Telecom Group (ASX:MAQ) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other...
分析記事 • Jul 07Macquarie Telecom Group Limited's (ASX:MAQ) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 64.1x Macquarie Telecom Group Limited (ASX:MAQ) may be sending very...
分析記事 • Jun 17A Rising Share Price Has Us Looking Closely At Macquarie Telecom Group Limited's (ASX:MAQ) P/E RatioIt's really great to see that even after a strong run, Macquarie Telecom Group (ASX:MAQ) shares have been powering on...