View ValuationReckon 将来の成長Future 基準チェック /26Reckon利益と収益がそれぞれ年間11.4%と4.3%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27.9% 11.3%なると予測されています。主要情報11.4%収益成長率11.33%EPS成長率Software 収益成長23.7%収益成長率4.3%将来の株主資本利益率27.87%アナリストカバレッジLow最終更新日18 Feb 2026今後の成長に関する最新情報Price Target Changed • Feb 12Price target increased by 9.6% to AU$1.06Up from AU$0.97, the current price target is an average from 3 analysts. New target price is 101% above last closing price of AU$0.53. Stock is up 1.9% over the past year. The company is forecast to post earnings per share of AU$0.066 for next year compared to AU$0.065 last year.Major Estimate Revision • Aug 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$62.2m to AU$63.3m. EPS estimate increased from AU$0.053 to AU$0.06 per share. Net income forecast to grow 21% next year vs 36% growth forecast for Software industry in Australia. Consensus price target up from AU$0.87 to AU$0.97. Share price rose 24% to AU$0.65 over the past week.Price Target Changed • Aug 07Price target increased by 22% to AU$1.06Up from AU$0.87, the current price target is an average from 2 analysts. New target price is 67% above last closing price of AU$0.63. Stock is up 19% over the past year. The company is forecast to post earnings per share of AU$0.07 for next year compared to AU$0.039 last year.Major Estimate Revision • Feb 17Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$61.0m to AU$62.4m. EPS estimate increased from AU$0.055 to AU$0.063 per share. Net income forecast to grow 28% next year vs 40% growth forecast for Software industry in Australia. Consensus price target broadly unchanged at AU$0.87. Share price fell 4.6% to AU$0.52 over the past week.Major Estimate Revision • Aug 12Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from AU$56.3m to AU$54.9m. EPS estimate also fell from AU$0.048 per share to AU$0.042 per share. Net income forecast to grow 16% next year vs 55% growth forecast for Software industry in Australia. Consensus price target up from AU$0.78 to AU$0.81. Share price was steady at AU$0.55 over the past week.Price Target Changed • Mar 20Price target increased by 8.8% to AU$0.78Up from AU$0.72, the current price target is an average from 3 analysts. New target price is 42% above last closing price of AU$0.55. Stock is up 11% over the past year. The company is forecast to post earnings per share of AU$0.048 for next year compared to AU$0.049 last year.すべての更新を表示Recent updatesお知らせ • Apr 17Reckon Limited, Annual General Meeting, May 20, 2026Reckon Limited, Annual General Meeting, May 20, 2026. Location: level 2, 100 pacific highway, north sydney nsw 2026 AustraliaPrice Target Changed • Feb 12Price target increased by 9.6% to AU$1.06Up from AU$0.97, the current price target is an average from 3 analysts. New target price is 101% above last closing price of AU$0.53. Stock is up 1.9% over the past year. The company is forecast to post earnings per share of AU$0.066 for next year compared to AU$0.065 last year.Reported Earnings • Feb 11Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: AU$0.065 (up from AU$0.039 in FY 2024). Revenue: AU$62.4m (up 15% from FY 2024). Net income: AU$7.37m (up 67% from FY 2024). Profit margin: 12% (up from 8.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 9.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Major Estimate Revision • Aug 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$62.2m to AU$63.3m. EPS estimate increased from AU$0.053 to AU$0.06 per share. Net income forecast to grow 21% next year vs 36% growth forecast for Software industry in Australia. Consensus price target up from AU$0.87 to AU$0.97. Share price rose 24% to AU$0.65 over the past week.分析記事 • Aug 07Reckon (ASX:RKN) Is Due To Pay A Dividend Of A$0.025Reckon Limited ( ASX:RKN ) will pay a dividend of A$0.025 on the 2nd of September. This means the annual payment is...Price Target Changed • Aug 07Price target increased by 22% to AU$1.06Up from AU$0.87, the current price target is an average from 2 analysts. New target price is 67% above last closing price of AU$0.63. Stock is up 19% over the past year. The company is forecast to post earnings per share of AU$0.07 for next year compared to AU$0.039 last year.分析記事 • Aug 06Reckon Limited (ASX:RKN) Soars 28% But It's A Story Of Risk Vs RewardASX:RKN 1 Year Share Price vs Fair Value Explore Reckon's Fair Values from the Community and select yours Reckon...Reported Earnings • Aug 06First half 2025 earnings released: EPS: AU$0.039 (vs AU$0.031 in 1H 2024)First half 2025 results: EPS: AU$0.039 (up from AU$0.031 in 1H 2024). Revenue: AU$33.0m (up 16% from 1H 2024). Net income: AU$4.48m (up 29% from 1H 2024). Profit margin: 14% (up from 12% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.分析記事 • Jul 25Are Investors Undervaluing Reckon Limited (ASX:RKN) By 34%?Key Insights Reckon's estimated fair value is AU$0.83 based on 2 Stage Free Cash Flow to Equity Reckon's AU$0.55 share...お知らせ • Apr 14Reckon Limited, Annual General Meeting, May 14, 2025Reckon Limited, Annual General Meeting, May 14, 2025. Location: at level 2, 100 pacific highway, north sydney, nsw, 2060, AustraliaReported Earnings • Mar 25Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: AU$0.039 (down from AU$0.049 in FY 2023). Revenue: AU$54.1m (up 1.3% from FY 2023). Net income: AU$4.42m (down 21% from FY 2023). Profit margin: 8.2% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Recent Insider Transactions • Feb 26Non-Executive Chairman recently sold AU$517k worth of stockOn the 19th of February, Clive Rabie sold around 1m shares on-market at roughly AU$0.52 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Clive's only on-market trade for the last 12 months.Major Estimate Revision • Feb 17Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$61.0m to AU$62.4m. EPS estimate increased from AU$0.055 to AU$0.063 per share. Net income forecast to grow 28% next year vs 40% growth forecast for Software industry in Australia. Consensus price target broadly unchanged at AU$0.87. Share price fell 4.6% to AU$0.52 over the past week.Reported Earnings • Feb 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: AU$0.039 (down from AU$0.049 in FY 2023). Revenue: AU$54.1m (up 1.3% from FY 2023). Net income: AU$4.42m (down 21% from FY 2023). Profit margin: 8.2% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 07Reckon Limited (ASX:RKN) completed the acquisition of Money Management Group Pty Ltd for AUD 8.8 millionReckon Limited (ASX:RKN) agreed to acquire Money Management Group Pty Ltd for AUD 8.8 million on December 18, 2024. A cash consideration of AUD 7.5 million will be paid by Reckon Limited. Reckon Limited will pay an earnout/contingent payment of AUD 1.25 million cash. As part of consideration, AUD 8.75 million is paid towards common equity of Money Management Group Pty Ltd. The expected completion of the transaction is January 1, 2025 to January 10, 2025. The acquisition will be funded through the Company’s existing bank facilities. Reckon Limited (ASX:RKN) completyed the acquisition of Money Management Group Pty Ltd on January 6, 2025.お知らせ • Dec 19Reckon Limited (ASX:RKN) agreed to acquire Money Management Group Pty Ltd for AUD 8.8 million.Reckon Limited (ASX:RKN) agreed to acquire Money Management Group Pty Ltd for AUD 8.8 million on December 18, 2024. A cash consideration of AUD 7.5 million will be paid by Reckon Limited. Reckon Limited will pay an earnout/contingent payment of AUD 1.25 million cash. As part of consideration, AUD 8.75 million is paid towards common equity of Money Management Group Pty Ltd. The expected completion of the transaction is January 1, 2025 to January 10, 2025. The acquisition will be funded through the Company’s existing bank facilities.Major Estimate Revision • Aug 12Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from AU$56.3m to AU$54.9m. EPS estimate also fell from AU$0.048 per share to AU$0.042 per share. Net income forecast to grow 16% next year vs 55% growth forecast for Software industry in Australia. Consensus price target up from AU$0.78 to AU$0.81. Share price was steady at AU$0.55 over the past week.Reported Earnings • Aug 07First half 2024 earnings released: EPS: AU$0.031 (vs AU$0.037 in 1H 2023)First half 2024 results: EPS: AU$0.031 (down from AU$0.037 in 1H 2023). Revenue: AU$28.4m (up 1.0% from 1H 2023). Net income: AU$3.48m (down 17% from 1H 2023). Profit margin: 12% (down from 15% in 1H 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 29Reckon Limited, Annual General Meeting, May 24, 2024Reckon Limited, Annual General Meeting, May 24, 2024, at 10:01 AUS Eastern Standard Time. Location: Level 2, 100 Pacific Highway, North Sydney, NSW Nsw AustraliaPrice Target Changed • Mar 20Price target increased by 8.8% to AU$0.78Up from AU$0.72, the current price target is an average from 3 analysts. New target price is 42% above last closing price of AU$0.55. Stock is up 11% over the past year. The company is forecast to post earnings per share of AU$0.048 for next year compared to AU$0.049 last year.Reported Earnings • Feb 13Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: AU$0.049 (up from AU$0.04 in FY 2022). Revenue: AU$53.4m (up 4.2% from FY 2022). Net income: AU$5.57m (up 22% from FY 2022). Profit margin: 10% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software 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 only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • Aug 28Reckon (ASX:RKN) Has Announced That Its Dividend Will Be Reduced To A$0.025Reckon Limited's ( ASX:RKN ) dividend is being reduced from last year's payment covering the same period to A$0.025 on...Upcoming Dividend • Aug 24Upcoming dividend of AU$0.025 per share at 8.6% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 29 September 2023. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 8.6%. Within top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (0.6%).Reported Earnings • Aug 16First half 2023 earnings released: EPS: AU$0.037 (vs AU$0.033 in 1H 2022)First half 2023 results: EPS: AU$0.037 (up from AU$0.033 in 1H 2022). Revenue: AU$28.2m (up 4.3% from 1H 2022). Net income: AU$4.20m (up 13% from 1H 2022). Profit margin: 15% (up from 14% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 11% per year.Buying Opportunity • Apr 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be AU$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Reported Earnings • Apr 01Full year 2022 earnings released: EPS: AU$0.04 (vs AU$0.055 in FY 2021)Full year 2022 results: EPS: AU$0.04 (down from AU$0.055 in FY 2021). Revenue: AU$51.2m (up 3.5% from FY 2021). Net income: AU$4.55m (down 27% from FY 2021). Profit margin: 8.9% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.Buying Opportunity • Mar 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be AU$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Buying Opportunity • Mar 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be AU$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Reported Earnings • Feb 15Full year 2022 earnings released: EPS: AU$0.04 (vs AU$0.086 in FY 2021)Full year 2022 results: EPS: AU$0.04 (down from AU$0.086 in FY 2021). Revenue: AU$51.2m (down 28% from FY 2021). Net income: AU$4.55m (down 53% from FY 2021). Profit margin: 8.9% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Feb 14Reckon Limited Declares No Final Dividend for the Year of 2022Reckon Limited Board has not declared a final dividend (2021: 2 cents per share) for the year of 2022.Price Target Changed • Nov 16Price target increased to AU$1.25Up from AU$1.05, the current price target is provided by 1 analyst. New target price is 108% above last closing price of AU$0.60. Stock is down 39% over the past year. The company posted earnings per share of AU$0.086 last year.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Phil Hayman was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Nov 08Now 44% undervalued after recent price dropOver the last 90 days, the stock is down 50%. The fair value is estimated to be AU$1.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has grown by 8.4%. Revenue is forecast to decline by 24% in 2 years. Earnings is forecast to decline by 44% in the next 2 years.Upcoming Dividend • Nov 01Upcoming dividend of AU$0.57 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 21 November 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (1.0%).お知らせ • Oct 28Reckon Limited Declares A Special Dividend, 2022, Payable on 21 November 2022Reckon Limited announced that the Board has resolved to declare a special dividend to shareholders of $0.57 per share, 60% franked. The dividend will be payable on 21 November 2022, with a record date of 9 November 2022. Remaining funds from the sale will be used to reduce the Company's current debt position and to pay associated sale costs.Buying Opportunity • Oct 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be AU$1.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has grown by 8.4%. Revenue is forecast to decline by 24% in 2 years. Earnings is forecast to decline by 44% in the next 2 years.Buying Opportunity • Sep 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be AU$1.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has grown by 8.4%. Revenue is forecast to decline by 24% in 2 years. Earnings is forecast to decline by 44% in the next 2 years.Recent Insider Transactions • Aug 19Non-Executive Director recently sold AU$255k worth of stockOn the 18th of August, Clive Rabie sold around 200k shares on-market at roughly AU$1.27 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Upcoming Dividend • Aug 18Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (1.0%).お知らせ • Aug 10Reckon Limited Declares an Interim Fully Franked Dividend for the Six Months Ended June 30, 2022, Payable on 23 September 2022The Board of Reckon Limited has declared an interim fully franked dividend of 3 cents per share (2021: 3 cents per share) for the six months ended June 30, 2022. The interim dividend will be paid to shareholders recorded on the Company's Register as at record date of 25 August 2022. The dividend is payable on 23 September 2022.お知らせ • Aug 02Access UK Limited completed the acquisition of Accountants Practice Management Group from Reckon Limited (ASX:RKN).Access UK Limited entered into an agreement to acquire Accountants Practice Management Group from Reckon Limited (ASX:RKN) for $100 million on May 19, 2022. Deal is subject to regulatory approvals in Australia. The Transaction is expected to complete within the next three months. On June 14, 2022 Reckon Limited advised that the Australian Competition and Consumer Commission will not oppose the deal. Rothschild & Co acted as Financial advisor and Herbert Smith Freehills LLP acted as legal advisor to Reckon Limited. Access UK Limited completed the acquisition of Accountants Practice Management Group from Reckon Limited (ASX:RKN) on August 1, 2022. Reckon will continue working with the Access Group under a temporary transitional services agreement to ensure an efficient and successful handover for all assets, staff, clients, and employees.お知らせ • May 20Access UK Limited entered into an agreement to acquire Accountants Practice Management Group from Reckon Limited (ASX:RKN) for $100 million.Access UK Limited entered into an agreement to acquire Accountants Practice Management Group from Reckon Limited (ASX:RKN) for $100 million on May 19, 2022. Deal is subject to regulatory approvals in Australia. The Transaction is expected to complete within the next three months. Rothschild & Co acted as Financial advisor and Herbert Smith Freehills LLP acted as legal advisor to Reckon Limited.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 50% share price gain to AU$1.27, the stock trades at a trailing P/E ratio of 14.8x. Average forward P/E is 30x in the Software industry in Australia. Total returns to shareholders of 136% over the past three years.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Phil Hayman was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 02Full year 2021 earnings released: EPS: AU$0.086 (vs AU$0.086 in FY 2020)Full year 2021 results: EPS: AU$0.086 (vs AU$0.086 in FY 2020). Revenue: AU$71.3m (down 5.7% from FY 2020). Net income: AU$9.70m (flat on FY 2020). Profit margin: 14% (in line with FY 2020). Over the next year, revenue is forecast to grow 2.1%, compared to a 56% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.お知らせ • Mar 31Reckon Limited, Annual General Meeting, May 25, 2022Reckon Limited, Annual General Meeting, May 25, 2022, at 10:01 E. Australia Standard Time. Location: Level 2, 100 Pacific Highway North Sydney New South Wales AustraliaReported Earnings • Feb 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: AU$0.086 (vs AU$0.086 in FY 2020). Revenue: AU$71.3m (down 5.7% from FY 2020). Net income: AU$9.70m (flat on FY 2020). Profit margin: 14% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.3%, compared to a 31% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.お知らせ • Feb 15Reckon Limited Declares Ordinary Dividend for the Six Months Ended December 31, 2021, Payable on March 25, 2022The Board of Reckon Limited has declared ordinary dividend of AUD 0.02000000 per share for the six months ended December 31, 2021. Record date is February 23, 2022, ex-date is February 22, 2022 and payment date is March 25, 2022.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$1.19, the stock trades at a trailing P/E ratio of 13.1x. Average forward P/E is 38x in the Software industry in Australia. Total returns to shareholders of 63% over the past three years.Upcoming Dividend • Aug 17Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 24 August 2021. Payment date: 22 September 2021. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (4.9%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 12First half 2021 earnings released: EPS AU$0.046 (vs AU$0.041 in 1H 2020)The company reported a solid first half result with improved earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: AU$37.5m (flat on 1H 2020). Net income: AU$5.26m (up 13% from 1H 2020). Profit margin: 14% (up from 12% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improved over the past weekAfter last week's 28% share price gain to AU$1.01, the stock trades at a trailing P/E ratio of 11.7x. Average forward P/E is 38x in the Software industry in Australia. Total returns to shareholders of 23% over the past three years.分析記事 • Jun 30With EPS Growth And More, Reckon (ASX:RKN) Is InterestingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Jun 07When Should You Buy Reckon Limited (ASX:RKN)?Reckon Limited ( ASX:RKN ), might not be a large cap stock, but it saw significant share price movement during recent...分析記事 • May 19Shareholders May Be More Conservative With Reckon Limited's (ASX:RKN) CEO Compensation For NowThe underwhelming share price performance of Reckon Limited ( ASX:RKN ) in the past three years would have disappointed...分析記事 • Apr 08We Think Reckon (ASX:RKN) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 30Full year 2020 earnings released: EPS AU$0.086 (vs AU$0.072 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: AU$75.6m (flat on FY 2019). Net income: AU$9.74m (up 20% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.分析記事 • Mar 24With EPS Growth And More, Reckon (ASX:RKN) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...分析記事 • Mar 09Could Reckon Limited (ASX:RKN) Have The Makings Of Another Dividend Aristocrat?Is Reckon Limited ( ASX:RKN ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...お知らせ • Mar 05NowInfinity Pty Ltd completed the acquisition of ReckonDocs Business from Reckon Limited.NowInfinity Pty Ltd enter into an agreement to acquire ReckonDocs Business from Reckon Limited for AUD 13 million on February 15, 2021. As on December 31, 2020, ReckonDocs Business generates revenue of AUD 5 million and EBITDA of AUD 3 million. The transaction is unconditional and is expected to complete on March 1, 2021. NowInfinity Pty Ltd completed the acquisition of ReckonDocs Business from Reckon Limited on March 5, 2021.Is New 90 Day High Low • Mar 01New 90-day low: AU$0.75The company is down 6.0% from its price of AU$0.80 on 30 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 9.0% over the same period.分析記事 • Feb 22Is Reckon Limited's (ASX:RKN) ROE Of 38% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...Analyst Estimate Surprise Post Earnings • Feb 21Revenue misses expectationsRevenue missed analyst estimates by 0.5%. Over the next year, revenue is forecast to stay flat compared to a 24% growth forecast for the Software industry in Australia.Reported Earnings • Feb 21Full year 2020 earnings released: EPS AU$0.086 (vs AU$0.072 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: AU$75.6m (flat on FY 2019). Net income: AU$9.74m (up 20% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 17Price target raised to AU$0.95Up from AU$0.84, the current price target is provided by 1 analyst. The new target price is 14% above the current share price of AU$0.83. As of last close, the stock is up 11% over the past year.お知らせ • Feb 16NowInfinity Pty Ltd enter into an agreement to acquire ReckonDocs Business from Reckon Limited for AUD 13 million.NowInfinity Pty Ltd enter into an agreement to acquire ReckonDocs Business from Reckon Limited for AUD 13 million on February 15, 2021. As on December 31, 2020, ReckonDocs Business generates revenue of AUD 5 million and EBITDA of AUD 3 million. The transaction is unconditional and is expected to complete on March 1, 2021.お知らせ • Feb 08Reckon Limited (ASX:RKN) completed the acquisition of ZebraWorks, Inc.Reckon Limited (ASX:RKN) acquired ZebraWorks, Inc on August 1, 2020. Under the terms of agreement, Reckon will acquire ZebraWorks via its Legal Practice Management division (Reckon legal group). All of the Zebraworks IP and other assets will be rolled into the merged entity. Reckon Limited has committed to funding the growth of the merged entity, if required, and subject to performance, and with an absolute capital of $3 million. If required, a further loan of $2 million could be made available. New independent, private company will operate under name of nQueue Zebraworks, Inc. Post completion, Reckon Limited will own 70% of the merged entity and Zebraworks shareholders (mostly key members of the management team) will own the remaining 30%. The management team of ZebraWorks have the opportunity to progressively increase their percentage holding from 30% to 45% revenue growth targets. To achieve the full earnout, revenue in this division would need to increase five fold by 2027. NQueue Zebraworks employs about 60 people in total and about 54 of them will come from Reckon. NQueue Zebraworks hired two people since the merger closed will grow in Albuquerque. The transaction is subject to closing conditions and regulatory approvals. Foreign Investment Review Board approved the merger on November 5, 2020. Obtained of necessary approval from Reckon Limited’s lenders to consummate the merger on December 18, 2020. The forgiveness of a USA Paycheck Protection Program loan paid to Billback Systems LLC, a wholly owned subsidiary of Reckon Limited. This condition was fulfilled on January 20, 2021. Other non-material completion conditions were fulfilled on Saturday February 6, 2021. The impact on the 2020 trading results for Reckon Limited from this merger, is expected to be immaterial due to the newness of the Saas practice management product. Reckon Limited (ASX:RKN) completed the acquisition of ZebraWorks, Inc. on February 6, 2021.Is New 90 Day High Low • Feb 05New 90-day high: AU$0.90The company is up 23% from its price of AU$0.73 on 06 November 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 2.0% over the same period.分析記事 • Jan 19At AU$0.83, Is It Time To Put Reckon Limited (ASX:RKN) On Your Watch List?While Reckon Limited ( ASX:RKN ) might not be the most widely known stock at the moment, it saw a decent share price...Is New 90 Day High Low • Jan 12New 90-day high: AU$0.83The company is up 8.0% from its price of AU$0.78 on 14 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is up 3.0% over the same period.分析記事 • Dec 28Here's Why Reckon (ASX:RKN) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Dec 10Reckon's (ASX:RKN) Stock Price Has Reduced 67% In The Past Five YearsWe think intelligent long term investing is the way to go. But unfortunately, some companies simply don't succeed. For...分析記事 • Nov 22Should You Be Impressed By Reckon Limited's (ASX:RKN) ROE?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...お知らせ • Aug 11Reckon Limited (ASX:RKN) sign an agreement to acquire ZebraWorks, IncReckon Limited (ASX:RKN) sign an agreement to acquire ZebraWorks, Inc on August 11, 2020. Under the terms of agreement, Reckon will acquire ZebraWorks via its Legal Practice Management division (Reckon legal group). Post completion, Reckon Limited will own 70% of the merged entity and Zebraworks shareholders (mostly key members of the management team) will own the remaining 30%. All of the Zebraworks IP and other assets will be rolled into the merged entity. Reckon Limited has committed to funding the growth of the merged entity, if required, and subject to performance, and with an absolute capital of $3 million. If required, a further loan of $2 million could be made available. The management team of ZebraWorks have the opportunity to progressively increase their percentage holding from 30% to 45% revenue growth targets. To achieve the full earnout, revenue in this division would need to increase five fold by 2027. if they achieve The transaction is subject to closing conditions and regulatory approvals. The impact on the 2020 trading results for Reckon Limited from this merger, is expected to be immaterial due to the newness of the Saas practice management product.業績と収益の成長予測ASX:RKN - 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12/31/202871101011312/31/2027689910312/31/202665878312/31/2025627924N/A9/30/2025616722N/A6/30/2025595520N/A3/31/2025565419N/A12/31/2024544318N/A9/30/2024545419N/A6/30/2024545519N/A3/31/2024545519N/A12/31/2023536519N/A6/30/2023525632N/A3/31/2023525730N/A12/31/2022515727N/A6/30/202250799N/A3/31/20225071010N/A12/31/20215061011N/A6/30/20216071112N/A3/31/20216581212N/A12/31/20207181213N/A9/30/20207481112N/A6/30/20207481011N/A3/31/20207581011N/A12/31/20197581010N/A9/30/2019758N/A10N/A6/30/2019758N/A10N/A3/31/2019758N/A10N/A12/31/2018758N/A11N/A9/30/2018777N/AN/AN/A6/30/2018787N/A11N/A3/31/2018797N/A10N/A12/31/2017807N/A10N/A6/30/2017503N/A-1N/A3/31/2017504N/A3N/A12/31/2016504N/A8N/A9/30/20168112N/AN/AN/A6/30/20168012N/A29N/A3/31/20168613N/A31N/A12/31/20159115N/A34N/A9/30/20159816N/AN/AN/A6/30/201510417N/A33N/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: RKNの予測収益成長率 (年間11.4% ) は 貯蓄率 ( 3.6% ) を上回っています。収益対市場: RKNの収益 ( 11.4% ) 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: RKN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: RKNの収益 ( 4.3% ) 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: RKNの収益 ( 4.3% ) 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: RKNの 自己資本利益率 は、3年後には高くなると予測されています ( 27.9 %)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2026/05/07 03:36終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31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Reckon Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Alva DeVoyCGS InternationalMike YoungerGoldman SachsSinclair CurrieMA Moelis Australia Securities Pty Ltd3 その他のアナリストを表示
Price Target Changed • Feb 12Price target increased by 9.6% to AU$1.06Up from AU$0.97, the current price target is an average from 3 analysts. New target price is 101% above last closing price of AU$0.53. Stock is up 1.9% over the past year. The company is forecast to post earnings per share of AU$0.066 for next year compared to AU$0.065 last year.
Major Estimate Revision • Aug 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$62.2m to AU$63.3m. EPS estimate increased from AU$0.053 to AU$0.06 per share. Net income forecast to grow 21% next year vs 36% growth forecast for Software industry in Australia. Consensus price target up from AU$0.87 to AU$0.97. Share price rose 24% to AU$0.65 over the past week.
Price Target Changed • Aug 07Price target increased by 22% to AU$1.06Up from AU$0.87, the current price target is an average from 2 analysts. New target price is 67% above last closing price of AU$0.63. Stock is up 19% over the past year. The company is forecast to post earnings per share of AU$0.07 for next year compared to AU$0.039 last year.
Major Estimate Revision • Feb 17Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$61.0m to AU$62.4m. EPS estimate increased from AU$0.055 to AU$0.063 per share. Net income forecast to grow 28% next year vs 40% growth forecast for Software industry in Australia. Consensus price target broadly unchanged at AU$0.87. Share price fell 4.6% to AU$0.52 over the past week.
Major Estimate Revision • Aug 12Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from AU$56.3m to AU$54.9m. EPS estimate also fell from AU$0.048 per share to AU$0.042 per share. Net income forecast to grow 16% next year vs 55% growth forecast for Software industry in Australia. Consensus price target up from AU$0.78 to AU$0.81. Share price was steady at AU$0.55 over the past week.
Price Target Changed • Mar 20Price target increased by 8.8% to AU$0.78Up from AU$0.72, the current price target is an average from 3 analysts. New target price is 42% above last closing price of AU$0.55. Stock is up 11% over the past year. The company is forecast to post earnings per share of AU$0.048 for next year compared to AU$0.049 last year.
お知らせ • Apr 17Reckon Limited, Annual General Meeting, May 20, 2026Reckon Limited, Annual General Meeting, May 20, 2026. Location: level 2, 100 pacific highway, north sydney nsw 2026 Australia
Price Target Changed • Feb 12Price target increased by 9.6% to AU$1.06Up from AU$0.97, the current price target is an average from 3 analysts. New target price is 101% above last closing price of AU$0.53. Stock is up 1.9% over the past year. The company is forecast to post earnings per share of AU$0.066 for next year compared to AU$0.065 last year.
Reported Earnings • Feb 11Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: AU$0.065 (up from AU$0.039 in FY 2024). Revenue: AU$62.4m (up 15% from FY 2024). Net income: AU$7.37m (up 67% from FY 2024). Profit margin: 12% (up from 8.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 9.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Aug 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$62.2m to AU$63.3m. EPS estimate increased from AU$0.053 to AU$0.06 per share. Net income forecast to grow 21% next year vs 36% growth forecast for Software industry in Australia. Consensus price target up from AU$0.87 to AU$0.97. Share price rose 24% to AU$0.65 over the past week.
分析記事 • Aug 07Reckon (ASX:RKN) Is Due To Pay A Dividend Of A$0.025Reckon Limited ( ASX:RKN ) will pay a dividend of A$0.025 on the 2nd of September. This means the annual payment is...
Price Target Changed • Aug 07Price target increased by 22% to AU$1.06Up from AU$0.87, the current price target is an average from 2 analysts. New target price is 67% above last closing price of AU$0.63. Stock is up 19% over the past year. The company is forecast to post earnings per share of AU$0.07 for next year compared to AU$0.039 last year.
分析記事 • Aug 06Reckon Limited (ASX:RKN) Soars 28% But It's A Story Of Risk Vs RewardASX:RKN 1 Year Share Price vs Fair Value Explore Reckon's Fair Values from the Community and select yours Reckon...
Reported Earnings • Aug 06First half 2025 earnings released: EPS: AU$0.039 (vs AU$0.031 in 1H 2024)First half 2025 results: EPS: AU$0.039 (up from AU$0.031 in 1H 2024). Revenue: AU$33.0m (up 16% from 1H 2024). Net income: AU$4.48m (up 29% from 1H 2024). Profit margin: 14% (up from 12% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
分析記事 • Jul 25Are Investors Undervaluing Reckon Limited (ASX:RKN) By 34%?Key Insights Reckon's estimated fair value is AU$0.83 based on 2 Stage Free Cash Flow to Equity Reckon's AU$0.55 share...
お知らせ • Apr 14Reckon Limited, Annual General Meeting, May 14, 2025Reckon Limited, Annual General Meeting, May 14, 2025. Location: at level 2, 100 pacific highway, north sydney, nsw, 2060, Australia
Reported Earnings • Mar 25Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: AU$0.039 (down from AU$0.049 in FY 2023). Revenue: AU$54.1m (up 1.3% from FY 2023). Net income: AU$4.42m (down 21% from FY 2023). Profit margin: 8.2% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Recent Insider Transactions • Feb 26Non-Executive Chairman recently sold AU$517k worth of stockOn the 19th of February, Clive Rabie sold around 1m shares on-market at roughly AU$0.52 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Clive's only on-market trade for the last 12 months.
Major Estimate Revision • Feb 17Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from AU$61.0m to AU$62.4m. EPS estimate increased from AU$0.055 to AU$0.063 per share. Net income forecast to grow 28% next year vs 40% growth forecast for Software industry in Australia. Consensus price target broadly unchanged at AU$0.87. Share price fell 4.6% to AU$0.52 over the past week.
Reported Earnings • Feb 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: AU$0.039 (down from AU$0.049 in FY 2023). Revenue: AU$54.1m (up 1.3% from FY 2023). Net income: AU$4.42m (down 21% from FY 2023). Profit margin: 8.2% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 07Reckon Limited (ASX:RKN) completed the acquisition of Money Management Group Pty Ltd for AUD 8.8 millionReckon Limited (ASX:RKN) agreed to acquire Money Management Group Pty Ltd for AUD 8.8 million on December 18, 2024. A cash consideration of AUD 7.5 million will be paid by Reckon Limited. Reckon Limited will pay an earnout/contingent payment of AUD 1.25 million cash. As part of consideration, AUD 8.75 million is paid towards common equity of Money Management Group Pty Ltd. The expected completion of the transaction is January 1, 2025 to January 10, 2025. The acquisition will be funded through the Company’s existing bank facilities. Reckon Limited (ASX:RKN) completyed the acquisition of Money Management Group Pty Ltd on January 6, 2025.
お知らせ • Dec 19Reckon Limited (ASX:RKN) agreed to acquire Money Management Group Pty Ltd for AUD 8.8 million.Reckon Limited (ASX:RKN) agreed to acquire Money Management Group Pty Ltd for AUD 8.8 million on December 18, 2024. A cash consideration of AUD 7.5 million will be paid by Reckon Limited. Reckon Limited will pay an earnout/contingent payment of AUD 1.25 million cash. As part of consideration, AUD 8.75 million is paid towards common equity of Money Management Group Pty Ltd. The expected completion of the transaction is January 1, 2025 to January 10, 2025. The acquisition will be funded through the Company’s existing bank facilities.
Major Estimate Revision • Aug 12Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from AU$56.3m to AU$54.9m. EPS estimate also fell from AU$0.048 per share to AU$0.042 per share. Net income forecast to grow 16% next year vs 55% growth forecast for Software industry in Australia. Consensus price target up from AU$0.78 to AU$0.81. Share price was steady at AU$0.55 over the past week.
Reported Earnings • Aug 07First half 2024 earnings released: EPS: AU$0.031 (vs AU$0.037 in 1H 2023)First half 2024 results: EPS: AU$0.031 (down from AU$0.037 in 1H 2023). Revenue: AU$28.4m (up 1.0% from 1H 2023). Net income: AU$3.48m (down 17% from 1H 2023). Profit margin: 12% (down from 15% in 1H 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 29Reckon Limited, Annual General Meeting, May 24, 2024Reckon Limited, Annual General Meeting, May 24, 2024, at 10:01 AUS Eastern Standard Time. Location: Level 2, 100 Pacific Highway, North Sydney, NSW Nsw Australia
Price Target Changed • Mar 20Price target increased by 8.8% to AU$0.78Up from AU$0.72, the current price target is an average from 3 analysts. New target price is 42% above last closing price of AU$0.55. Stock is up 11% over the past year. The company is forecast to post earnings per share of AU$0.048 for next year compared to AU$0.049 last year.
Reported Earnings • Feb 13Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: AU$0.049 (up from AU$0.04 in FY 2022). Revenue: AU$53.4m (up 4.2% from FY 2022). Net income: AU$5.57m (up 22% from FY 2022). Profit margin: 10% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software 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 only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 28Reckon (ASX:RKN) Has Announced That Its Dividend Will Be Reduced To A$0.025Reckon Limited's ( ASX:RKN ) dividend is being reduced from last year's payment covering the same period to A$0.025 on...
Upcoming Dividend • Aug 24Upcoming dividend of AU$0.025 per share at 8.6% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 29 September 2023. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 8.6%. Within top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (0.6%).
Reported Earnings • Aug 16First half 2023 earnings released: EPS: AU$0.037 (vs AU$0.033 in 1H 2022)First half 2023 results: EPS: AU$0.037 (up from AU$0.033 in 1H 2022). Revenue: AU$28.2m (up 4.3% from 1H 2022). Net income: AU$4.20m (up 13% from 1H 2022). Profit margin: 15% (up from 14% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 11% per year.
Buying Opportunity • Apr 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be AU$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: AU$0.04 (vs AU$0.055 in FY 2021)Full year 2022 results: EPS: AU$0.04 (down from AU$0.055 in FY 2021). Revenue: AU$51.2m (up 3.5% from FY 2021). Net income: AU$4.55m (down 27% from FY 2021). Profit margin: 8.9% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.
Buying Opportunity • Mar 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be AU$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Buying Opportunity • Mar 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be AU$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Reported Earnings • Feb 15Full year 2022 earnings released: EPS: AU$0.04 (vs AU$0.086 in FY 2021)Full year 2022 results: EPS: AU$0.04 (down from AU$0.086 in FY 2021). Revenue: AU$51.2m (down 28% from FY 2021). Net income: AU$4.55m (down 53% from FY 2021). Profit margin: 8.9% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14Reckon Limited Declares No Final Dividend for the Year of 2022Reckon Limited Board has not declared a final dividend (2021: 2 cents per share) for the year of 2022.
Price Target Changed • Nov 16Price target increased to AU$1.25Up from AU$1.05, the current price target is provided by 1 analyst. New target price is 108% above last closing price of AU$0.60. Stock is down 39% over the past year. The company posted earnings per share of AU$0.086 last year.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Phil Hayman was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Nov 08Now 44% undervalued after recent price dropOver the last 90 days, the stock is down 50%. The fair value is estimated to be AU$1.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has grown by 8.4%. Revenue is forecast to decline by 24% in 2 years. Earnings is forecast to decline by 44% in the next 2 years.
Upcoming Dividend • Nov 01Upcoming dividend of AU$0.57 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 21 November 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (1.0%).
お知らせ • Oct 28Reckon Limited Declares A Special Dividend, 2022, Payable on 21 November 2022Reckon Limited announced that the Board has resolved to declare a special dividend to shareholders of $0.57 per share, 60% franked. The dividend will be payable on 21 November 2022, with a record date of 9 November 2022. Remaining funds from the sale will be used to reduce the Company's current debt position and to pay associated sale costs.
Buying Opportunity • Oct 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be AU$1.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has grown by 8.4%. Revenue is forecast to decline by 24% in 2 years. Earnings is forecast to decline by 44% in the next 2 years.
Buying Opportunity • Sep 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be AU$1.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has grown by 8.4%. Revenue is forecast to decline by 24% in 2 years. Earnings is forecast to decline by 44% in the next 2 years.
Recent Insider Transactions • Aug 19Non-Executive Director recently sold AU$255k worth of stockOn the 18th of August, Clive Rabie sold around 200k shares on-market at roughly AU$1.27 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Upcoming Dividend • Aug 18Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (1.0%).
お知らせ • Aug 10Reckon Limited Declares an Interim Fully Franked Dividend for the Six Months Ended June 30, 2022, Payable on 23 September 2022The Board of Reckon Limited has declared an interim fully franked dividend of 3 cents per share (2021: 3 cents per share) for the six months ended June 30, 2022. The interim dividend will be paid to shareholders recorded on the Company's Register as at record date of 25 August 2022. The dividend is payable on 23 September 2022.
お知らせ • Aug 02Access UK Limited completed the acquisition of Accountants Practice Management Group from Reckon Limited (ASX:RKN).Access UK Limited entered into an agreement to acquire Accountants Practice Management Group from Reckon Limited (ASX:RKN) for $100 million on May 19, 2022. Deal is subject to regulatory approvals in Australia. The Transaction is expected to complete within the next three months. On June 14, 2022 Reckon Limited advised that the Australian Competition and Consumer Commission will not oppose the deal. Rothschild & Co acted as Financial advisor and Herbert Smith Freehills LLP acted as legal advisor to Reckon Limited. Access UK Limited completed the acquisition of Accountants Practice Management Group from Reckon Limited (ASX:RKN) on August 1, 2022. Reckon will continue working with the Access Group under a temporary transitional services agreement to ensure an efficient and successful handover for all assets, staff, clients, and employees.
お知らせ • May 20Access UK Limited entered into an agreement to acquire Accountants Practice Management Group from Reckon Limited (ASX:RKN) for $100 million.Access UK Limited entered into an agreement to acquire Accountants Practice Management Group from Reckon Limited (ASX:RKN) for $100 million on May 19, 2022. Deal is subject to regulatory approvals in Australia. The Transaction is expected to complete within the next three months. Rothschild & Co acted as Financial advisor and Herbert Smith Freehills LLP acted as legal advisor to Reckon Limited.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 50% share price gain to AU$1.27, the stock trades at a trailing P/E ratio of 14.8x. Average forward P/E is 30x in the Software industry in Australia. Total returns to shareholders of 136% over the past three years.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Phil Hayman was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 02Full year 2021 earnings released: EPS: AU$0.086 (vs AU$0.086 in FY 2020)Full year 2021 results: EPS: AU$0.086 (vs AU$0.086 in FY 2020). Revenue: AU$71.3m (down 5.7% from FY 2020). Net income: AU$9.70m (flat on FY 2020). Profit margin: 14% (in line with FY 2020). Over the next year, revenue is forecast to grow 2.1%, compared to a 56% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Mar 31Reckon Limited, Annual General Meeting, May 25, 2022Reckon Limited, Annual General Meeting, May 25, 2022, at 10:01 E. Australia Standard Time. Location: Level 2, 100 Pacific Highway North Sydney New South Wales Australia
Reported Earnings • Feb 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: AU$0.086 (vs AU$0.086 in FY 2020). Revenue: AU$71.3m (down 5.7% from FY 2020). Net income: AU$9.70m (flat on FY 2020). Profit margin: 14% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.3%, compared to a 31% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Feb 15Reckon Limited Declares Ordinary Dividend for the Six Months Ended December 31, 2021, Payable on March 25, 2022The Board of Reckon Limited has declared ordinary dividend of AUD 0.02000000 per share for the six months ended December 31, 2021. Record date is February 23, 2022, ex-date is February 22, 2022 and payment date is March 25, 2022.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$1.19, the stock trades at a trailing P/E ratio of 13.1x. Average forward P/E is 38x in the Software industry in Australia. Total returns to shareholders of 63% over the past three years.
Upcoming Dividend • Aug 17Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 24 August 2021. Payment date: 22 September 2021. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (4.9%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 12First half 2021 earnings released: EPS AU$0.046 (vs AU$0.041 in 1H 2020)The company reported a solid first half result with improved earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: AU$37.5m (flat on 1H 2020). Net income: AU$5.26m (up 13% from 1H 2020). Profit margin: 14% (up from 12% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improved over the past weekAfter last week's 28% share price gain to AU$1.01, the stock trades at a trailing P/E ratio of 11.7x. Average forward P/E is 38x in the Software industry in Australia. Total returns to shareholders of 23% over the past three years.
分析記事 • Jun 30With EPS Growth And More, Reckon (ASX:RKN) Is InterestingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Jun 07When Should You Buy Reckon Limited (ASX:RKN)?Reckon Limited ( ASX:RKN ), might not be a large cap stock, but it saw significant share price movement during recent...
分析記事 • May 19Shareholders May Be More Conservative With Reckon Limited's (ASX:RKN) CEO Compensation For NowThe underwhelming share price performance of Reckon Limited ( ASX:RKN ) in the past three years would have disappointed...
分析記事 • Apr 08We Think Reckon (ASX:RKN) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 30Full year 2020 earnings released: EPS AU$0.086 (vs AU$0.072 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: AU$75.6m (flat on FY 2019). Net income: AU$9.74m (up 20% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
分析記事 • Mar 24With EPS Growth And More, Reckon (ASX:RKN) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
分析記事 • Mar 09Could Reckon Limited (ASX:RKN) Have The Makings Of Another Dividend Aristocrat?Is Reckon Limited ( ASX:RKN ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
お知らせ • Mar 05NowInfinity Pty Ltd completed the acquisition of ReckonDocs Business from Reckon Limited.NowInfinity Pty Ltd enter into an agreement to acquire ReckonDocs Business from Reckon Limited for AUD 13 million on February 15, 2021. As on December 31, 2020, ReckonDocs Business generates revenue of AUD 5 million and EBITDA of AUD 3 million. The transaction is unconditional and is expected to complete on March 1, 2021. NowInfinity Pty Ltd completed the acquisition of ReckonDocs Business from Reckon Limited on March 5, 2021.
Is New 90 Day High Low • Mar 01New 90-day low: AU$0.75The company is down 6.0% from its price of AU$0.80 on 30 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 9.0% over the same period.
分析記事 • Feb 22Is Reckon Limited's (ASX:RKN) ROE Of 38% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
Analyst Estimate Surprise Post Earnings • Feb 21Revenue misses expectationsRevenue missed analyst estimates by 0.5%. Over the next year, revenue is forecast to stay flat compared to a 24% growth forecast for the Software industry in Australia.
Reported Earnings • Feb 21Full year 2020 earnings released: EPS AU$0.086 (vs AU$0.072 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: AU$75.6m (flat on FY 2019). Net income: AU$9.74m (up 20% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 17Price target raised to AU$0.95Up from AU$0.84, the current price target is provided by 1 analyst. The new target price is 14% above the current share price of AU$0.83. As of last close, the stock is up 11% over the past year.
お知らせ • Feb 16NowInfinity Pty Ltd enter into an agreement to acquire ReckonDocs Business from Reckon Limited for AUD 13 million.NowInfinity Pty Ltd enter into an agreement to acquire ReckonDocs Business from Reckon Limited for AUD 13 million on February 15, 2021. As on December 31, 2020, ReckonDocs Business generates revenue of AUD 5 million and EBITDA of AUD 3 million. The transaction is unconditional and is expected to complete on March 1, 2021.
お知らせ • Feb 08Reckon Limited (ASX:RKN) completed the acquisition of ZebraWorks, Inc.Reckon Limited (ASX:RKN) acquired ZebraWorks, Inc on August 1, 2020. Under the terms of agreement, Reckon will acquire ZebraWorks via its Legal Practice Management division (Reckon legal group). All of the Zebraworks IP and other assets will be rolled into the merged entity. Reckon Limited has committed to funding the growth of the merged entity, if required, and subject to performance, and with an absolute capital of $3 million. If required, a further loan of $2 million could be made available. New independent, private company will operate under name of nQueue Zebraworks, Inc. Post completion, Reckon Limited will own 70% of the merged entity and Zebraworks shareholders (mostly key members of the management team) will own the remaining 30%. The management team of ZebraWorks have the opportunity to progressively increase their percentage holding from 30% to 45% revenue growth targets. To achieve the full earnout, revenue in this division would need to increase five fold by 2027. NQueue Zebraworks employs about 60 people in total and about 54 of them will come from Reckon. NQueue Zebraworks hired two people since the merger closed will grow in Albuquerque. The transaction is subject to closing conditions and regulatory approvals. Foreign Investment Review Board approved the merger on November 5, 2020. Obtained of necessary approval from Reckon Limited’s lenders to consummate the merger on December 18, 2020. The forgiveness of a USA Paycheck Protection Program loan paid to Billback Systems LLC, a wholly owned subsidiary of Reckon Limited. This condition was fulfilled on January 20, 2021. Other non-material completion conditions were fulfilled on Saturday February 6, 2021. The impact on the 2020 trading results for Reckon Limited from this merger, is expected to be immaterial due to the newness of the Saas practice management product. Reckon Limited (ASX:RKN) completed the acquisition of ZebraWorks, Inc. on February 6, 2021.
Is New 90 Day High Low • Feb 05New 90-day high: AU$0.90The company is up 23% from its price of AU$0.73 on 06 November 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 2.0% over the same period.
分析記事 • Jan 19At AU$0.83, Is It Time To Put Reckon Limited (ASX:RKN) On Your Watch List?While Reckon Limited ( ASX:RKN ) might not be the most widely known stock at the moment, it saw a decent share price...
Is New 90 Day High Low • Jan 12New 90-day high: AU$0.83The company is up 8.0% from its price of AU$0.78 on 14 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is up 3.0% over the same period.
分析記事 • Dec 28Here's Why Reckon (ASX:RKN) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Dec 10Reckon's (ASX:RKN) Stock Price Has Reduced 67% In The Past Five YearsWe think intelligent long term investing is the way to go. But unfortunately, some companies simply don't succeed. For...
分析記事 • Nov 22Should You Be Impressed By Reckon Limited's (ASX:RKN) ROE?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
お知らせ • Aug 11Reckon Limited (ASX:RKN) sign an agreement to acquire ZebraWorks, IncReckon Limited (ASX:RKN) sign an agreement to acquire ZebraWorks, Inc on August 11, 2020. Under the terms of agreement, Reckon will acquire ZebraWorks via its Legal Practice Management division (Reckon legal group). Post completion, Reckon Limited will own 70% of the merged entity and Zebraworks shareholders (mostly key members of the management team) will own the remaining 30%. All of the Zebraworks IP and other assets will be rolled into the merged entity. Reckon Limited has committed to funding the growth of the merged entity, if required, and subject to performance, and with an absolute capital of $3 million. If required, a further loan of $2 million could be made available. The management team of ZebraWorks have the opportunity to progressively increase their percentage holding from 30% to 45% revenue growth targets. To achieve the full earnout, revenue in this division would need to increase five fold by 2027. if they achieve The transaction is subject to closing conditions and regulatory approvals. The impact on the 2020 trading results for Reckon Limited from this merger, is expected to be immaterial due to the newness of the Saas practice management product.