Megaport 将来の成長
Future 基準チェック /56
Megaport利益と収益がそれぞれ年間57.6%と23.3%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12.7% 59.1%なると予測されています。
主要情報
57.6%
収益成長率
59.08%
EPS成長率
| IT 収益成長 | -4.7% |
| 収益成長率 | 23.3% |
| 将来の株主資本利益率 | 12.71% |
| アナリストカバレッジ | Good |
| 最終更新日 | 29 Apr 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブ更新 • Apr 23
MP1: Renewable Powered AI Partnership Will Support Stronger Long Term Earnings Potential
Analysts now set a higher fair value range for Megaport, with the price target shifting from about A$19.06 to around A$23.35. This reflects updated assumptions for revenue growth, discount rate and future P/E multiples.
ナラティブ更新 • Apr 06
MP1: Updated Guidance And WinDC Partnership Will Support Future Earnings Potential
Megaport's analyst price target has been revised higher to A$10.00 from A$10.00, with analysts pointing to updated assumptions around discount rates, revenue growth, profit margins and future P/E as the key drivers behind the change. What's in the News Megaport issued updated consolidated group earnings guidance for fiscal 2026, with expected revenue of $302 million to $317 million for the year (Corporate Guidance).ナラティブ更新 • Mar 22
MP1: New Guidance And WinDC Partnership Will Support Future Earnings Multiple
Analysts have adjusted their Megaport price target to A$10.00, supported by updated assumptions around revenue growth, profit margins and a lower future P/E multiple. What's in the News Megaport issued updated consolidated group earnings guidance for fiscal 2026, indicating expected revenue of $302 million to $317 million for the year (Corporate Guidance).ナラティブ更新 • Mar 08
MP1: New Partnerships And Guidance Will Support Higher Future Earnings Multiple
Analysts now see Megaport's fair value at A$10.00, down from A$11.21. This reflects updated views on a slightly higher discount rate, softer revenue growth assumptions, narrower profit margins and a higher future P/E multiple.
ナラティブ更新 • Feb 21
MP1: Renewable AI Partnerships Will Drive Future Network And Earnings Upside
Analysts have reduced their price target on Megaport by A$0.89 to A$16.09, citing updated assumptions that include a different discount rate, slightly revised revenue growth and profit margin expectations, and a new future P/E outlook. What's in the News WinDC announced a partnership with Megaport to connect WinDC's renewable powered AI Factories directly to Megaport's global Network as a Service platform, giving organizations in Australia and across Megaport's network access to high density AI compute located at solar, wind or hydro generation sites (Key Developments).ナラティブ更新 • Feb 07
MP1: Latitude Acquisition And India Expansion Will Shape Future Market Upside
Narrative Update Analysts have nudged their fair value estimate for Megaport slightly higher to about A$16.98, reflecting updated price targets in the A$16.70 to A$20.00 range. They view the Latitude.sh acquisition as reasonably expanding the company’s addressable market and cross selling potential at what they describe as attractive multiples.ナラティブ更新 • Jan 24
MP1: Latitude Acquisition Will Concentrate Execution Risk And Stretch Future Earnings Multiple
Narrative Update Analysts have lifted their price targets on Megaport, with some moving into Buy or Overweight ratings and citing the A$150m Latitude.sh acquisition, its expanded total addressable market and cross selling potential as key supports for higher fair value estimates despite a richer future P/E profile. Analyst Commentary Recent research on Megaport has turned more constructive, with upgrades and higher price targets coming through after the Latitude.sh announcement.ナラティブ更新 • Jan 09
MP1: Latitude Acquisition And India Expansion Will Drive Future Market Upside
Analysts have nudged their Megaport price targets higher, with our fair value estimate moving from A$16.76 to A$16.98. They cite the Latitude.sh acquisition as a way to expand the addressable market and create cross selling potential on what they view as reasonable and attractive deal multiples.ナラティブ更新 • Dec 26
MP1: Latitude Acquisition And India Expansion Will Drive Long-Term Market Opportunity
Analysts have raised their price target for Megaport to A$16.76, an increase of roughly A$2.26. They cite the Latitude.sh acquisition as a catalyst that expands the company’s addressable market and enhances its growth and cross selling potential on attractive valuation multiples.ナラティブ更新 • Dec 12
MP1: Latitude Acquisition And India Expansion Will Drive Expanded Market Opportunity
Megaport's analyst price target has inched higher by A$0.20 to reflect analysts' view that the Latitude.sh acquisition, associated expansion into India, and improved out year revenue growth profile collectively justify a modest uplift in fair value, despite a slightly higher discount rate and future earnings multiple. Analyst Commentary Street research has turned notably more constructive on Megaport following the Latitude.sh acquisition announcement, with several price target upgrades reflecting higher growth and returns expectations.ナラティブ更新 • Nov 28
MP1: India Expansion Will Drive Market Opportunity Following Recent Acquisition
Megaport's analyst price target has risen from A$15.83 to A$16.56. Analysts cite the company's recent acquisition and improved growth outlook as key drivers behind the higher valuation.ナラティブ更新 • Nov 11
MP1: Recent Acquisition And Expansion Plans Will Set Direction Amid Execution Risks
Analysts have raised their price target for Megaport from A$15.17 to A$15.83. This reflects greater confidence in the company's growth prospects following its recent acquisition and expansion plans.分析記事 • Oct 28
When Should You Buy Megaport Limited (ASX:MP1)?
While Megaport Limited ( ASX:MP1 ) might not have the largest market cap around , it saw a decent share price growth of...分析記事 • Sep 27
Megaport Limited's (ASX:MP1) Share Price Not Quite Adding Up
When close to half the companies in the IT industry in Australia have price-to-sales ratios (or "P/S") below 1.7x, you...分析記事 • Sep 10
Is Megaport (ASX:MP1) Weighed On By Its Debt Load?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...ナラティブ更新 • Aug 16
Expanding Network Capacity And Launching AI And Financial Services Exchanges Will Drive Future Growth
The consensus analyst price target for Megaport has increased to A$12.88, primarily reflecting higher growth expectations and a modest rise in both the discount rate and future P/E multiple. What's in the News Megaport launched its 1,000th enabled location, now providing access to 10% of all global public data centres and maintaining a presence in over 160 cities across 26 countries.分析記事 • Jun 30
At AU$14.44, Is Megaport Limited (ASX:MP1) Worth Looking At Closely?
Megaport Limited ( ASX:MP1 ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Jun 10
Is Megaport (ASX:MP1) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • May 04
Megaport Limited's (ASX:MP1) 26% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Megaport Limited ( ASX:MP1 ) shares have been powering on, with a gain of 26% in the...分析記事 • Apr 01
Calculating The Fair Value Of Megaport Limited (ASX:MP1)
Key Insights The projected fair value for Megaport is AU$12.06 based on 2 Stage Free Cash Flow to Equity Megaport's...
新しいナラティブ • Mar 10
Expanding Network Capacity And Launching AI And Financial Services Exchanges Will Drive Future Growth
Strategic expansions in network and product offerings, including increased data center locations, enhance revenue potential and market presence globally.分析記事 • Feb 06
Subdued Growth No Barrier To Megaport Limited (ASX:MP1) With Shares Advancing 27%
Megaport Limited ( ASX:MP1 ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Sep 03
Megaport Limited's (ASX:MP1) 26% Share Price Plunge Could Signal Some Risk
Unfortunately for some shareholders, the Megaport Limited ( ASX:MP1 ) share price has dived 26% in the last thirty...分析記事 • Aug 28
Shareholders Can Be Confident That Megaport's (ASX:MP1) Earnings Are High Quality
Investors were disappointed with Megaport Limited's ( ASX:MP1 ) earnings, despite the strong profit numbers. Our...分析記事 • Jun 03
We Think Megaport (ASX:MP1) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • May 21
Revenues Tell The Story For Megaport Limited (ASX:MP1)
When you see that almost half of the companies in the IT industry in Australia have price-to-sales ratios (or "P/S...分析記事 • May 05
At AU$13.55, Is Megaport Limited (ASX:MP1) Worth Looking At Closely?
While Megaport Limited ( ASX:MP1 ) might not have the largest market cap around , it led the ASX gainers with a...分析記事 • Apr 21
Megaport Limited's (ASX:MP1) Intrinsic Value Is Potentially 40% Above Its Share Price
Key Insights The projected fair value for Megaport is AU$19.01 based on 2 Stage Free Cash Flow to Equity Megaport is...分析記事 • Mar 24
Megaport (ASX:MP1) Is Doing The Right Things To Multiply Its Share Price
What 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 • Feb 21
The Megaport Limited (ASX:MP1) Interim Results Are Out And Analysts Have Published New Forecasts
Investors in Megaport Limited ( ASX:MP1 ) had a good week, as its shares rose 3.9% to close at AU$13.23 following the...分析記事 • Feb 09
Why Investors Shouldn't Be Surprised By Megaport Limited's (ASX:MP1) 48% Share Price Surge
Megaport Limited ( ASX:MP1 ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Dec 26
Revenues Tell The Story For Megaport Limited (ASX:MP1)
Megaport Limited's ( ASX:MP1 ) price-to-sales (or "P/S") ratio of 9.4x may look like a poor investment opportunity when...分析記事 • Dec 11
Why Megaport Limited (ASX:MP1) Could Be Worth Watching
Megaport Limited ( ASX:MP1 ), might not be a large cap stock, but it saw significant share price movement during recent...分析記事 • Nov 27
Is There An Opportunity With Megaport Limited's (ASX:MP1) 44% Undervaluation?
Key Insights Megaport's estimated fair value is AU$17.24 based on 2 Stage Free Cash Flow to Equity Megaport's AU$9.61...分析記事 • Oct 03
Is Megaport (ASX:MP1) Using Debt In A Risky Way?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 16
An Intrinsic Calculation For Megaport Limited (ASX:MP1) Suggests It's 26% Undervalued
Key Insights The projected fair value for Megaport is AU$14.92 based on 2 Stage Free Cash Flow to Equity Megaport is...業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 6/30/2028 | 541 | 39 | 37 | 155 | 13 |
| 6/30/2027 | 432 | 16 | -1 | 113 | 15 |
| 6/30/2026 | 312 | -16 | -43 | 62 | 14 |
| 12/31/2025 | 255 | -20 | 21 | 73 | N/A |
| 9/30/2025 | 241 | -10 | 28 | 70 | N/A |
| 6/30/2025 | 227 | 0 | 34 | 68 | N/A |
| 3/31/2025 | 217 | 3 | 33 | 63 | N/A |
| 12/31/2024 | 207 | 6 | 32 | 58 | N/A |
| 9/30/2024 | 201 | 8 | 32 | 55 | N/A |
| 6/30/2024 | 195 | 10 | 32 | 52 | N/A |
| 3/31/2024 | 186 | 9 | 21 | 43 | N/A |
| 12/31/2023 | 177 | 8 | 9 | 35 | N/A |
| 9/30/2023 | 165 | -1 | -7 | 22 | N/A |
| 6/30/2023 | 153 | -10 | -23 | 10 | N/A |
| 3/31/2023 | 142 | -26 | -30 | 6 | N/A |
| 12/31/2022 | 125 | -40 | -34 | 2 | N/A |
| 9/30/2022 | 116 | -44 | -40 | -3 | N/A |
| 6/30/2022 | 110 | -48 | -48 | -8 | N/A |
| 3/31/2022 | 101 | -42 | -45 | -10 | N/A |
| 12/31/2021 | 94 | -37 | -43 | -12 | N/A |
| 9/30/2021 | 86 | -46 | -37 | -10 | N/A |
| 6/30/2021 | 78 | -55 | -31 | -9 | N/A |
| 3/31/2021 | 73 | -62 | -38 | -12 | N/A |
| 12/31/2020 | 68 | -68 | -44 | -15 | N/A |
| 9/30/2020 | 63 | -58 | -47 | -18 | N/A |
| 6/30/2020 | 58 | -49 | -50 | -22 | N/A |
| 3/31/2020 | 52 | -42 | -50 | -25 | N/A |
| 12/31/2019 | 46 | -36 | -50 | -28 | N/A |
| 9/30/2019 | 40 | -35 | N/A | -28 | N/A |
| 6/30/2019 | 35 | -34 | N/A | -28 | N/A |
| 3/31/2019 | 31 | -31 | N/A | -27 | N/A |
| 12/31/2018 | 26 | -28 | N/A | -25 | N/A |
| 9/30/2018 | 23 | -26 | N/A | -24 | N/A |
| 6/30/2018 | 20 | -24 | N/A | -24 | N/A |
| 3/31/2018 | 17 | -27 | N/A | -23 | N/A |
| 12/31/2017 | 15 | -29 | N/A | -22 | N/A |
| 9/30/2017 | 13 | -30 | N/A | -23 | N/A |
| 6/30/2017 | 11 | -30 | N/A | -25 | N/A |
| 12/31/2016 | 6 | -27 | N/A | -24 | N/A |
| 6/30/2016 | 3 | -23 | N/A | -17 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: MP1は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.6% ) よりも高い成長率であると考えられます。
収益対市場: MP1今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。
高成長収益: MP1今後 3 年以内に収益を上げることが予想されます。
収益対市場: MP1の収益 ( 23.3% ) Australian市場 ( 6.4% ) 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: MP1の収益 ( 23.3% ) 20%よりも速いペースで成長すると予測されています。
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: MP1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 ( 12.7 %)。
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 | 2026/05/07 20:42 |
| 終値 | 2026/05/07 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Megaport Limited 15 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。23
| アナリスト | 機関 |
|---|---|
| April Lowis | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |