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Technology One LimitedASX:TNE 株式レポート

時価総額 AU$9.1b
株価
AU$27.95
AU$36.5
23.4% 割安 内在価値ディスカウント
1Y-10.6%
7D-3.9%
ポートフォリオ価値
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Technology One Limited

ASX:TNE 株式レポート

時価総額:AU$9.1b

Technology One(TNE)株式概要

テクノロジー・ワン・リミテッドは、オーストラリア国内および海外で、統合エンタープライズ・ビジネス・ソフトウェア・ソリューションの開発、マーケティング、販売、導入、サポートを行っている。 詳細

TNE ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長4/6
過去の実績5/6
財務の健全性6/6
配当金0/6

TNE Community Fair Values

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Software opportunity

Technology One Limited 競合他社

価格と性能

株価の高値、安値、推移の概要Technology One
過去の株価
現在の株価AU$27.95
52週高値AU$42.88
52週安値AU$20.14
ベータ0.57
1ヶ月の変化3.86%
3ヶ月変化11.98%
1年変化-10.56%
3年間の変化92.10%
5年間の変化210.21%
IPOからの変化3,064.15%

最新ニュース

TNE: Index Removals Will Create Future Margin Upside Opportunity

Analysts have reduced their price target on Technology One by A$2.20 to A$36.50, citing updated assumptions that include slightly higher revenue growth, a modestly stronger profit margin, a marginally lower discount rate and a reduced future P/E multiple. What's in the News Technology One Limited (ASX:TNE) was removed from the S&P International 700 index, which can affect how some index and benchmark focused investors gain exposure to the stock (Key Developments).

TNE: Index Removals Will Create Future Opportunity From Modestly Lowered Expectations

Analysts have trimmed their price target for Technology One by A$0.76 to reflect updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Technology One Limited (ASX:TNE) removed as a constituent of the S&P International 700 Index (Index Constituent Drops).

TNE: Index Removals Will Present Long Term Margin Upside Opportunity

Analysts have trimmed their price target on Technology One from A$40.32 to A$38.70. This reflects slightly different assumptions around discount rates, revenue growth, profit margins and future P/E multiples, while maintaining a broadly similar view on the company.

TNE: Higher Margin Outlook Will Support Future Upside Potential

Analysts have reduced their price target for Technology One from A$44.55 to A$40.32, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that result in a slight adjustment to the valuation outlook. Valuation Changes Fair Value: Adjusted from A$44.55 to A$40.32, indicating a modest reduction in the assessed value per share.

Recent updates

TNE: Index Removals Will Create Future Margin Upside Opportunity

Analysts have reduced their price target on Technology One by A$2.20 to A$36.50, citing updated assumptions that include slightly higher revenue growth, a modestly stronger profit margin, a marginally lower discount rate and a reduced future P/E multiple. What's in the News Technology One Limited (ASX:TNE) was removed from the S&P International 700 index, which can affect how some index and benchmark focused investors gain exposure to the stock (Key Developments).

TNE: Index Removals Will Create Future Opportunity From Modestly Lowered Expectations

Analysts have trimmed their price target for Technology One by A$0.76 to reflect updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Technology One Limited (ASX:TNE) removed as a constituent of the S&P International 700 Index (Index Constituent Drops).

TNE: Index Removals Will Present Long Term Margin Upside Opportunity

Analysts have trimmed their price target on Technology One from A$40.32 to A$38.70. This reflects slightly different assumptions around discount rates, revenue growth, profit margins and future P/E multiples, while maintaining a broadly similar view on the company.

TNE: Higher Margin Outlook Will Support Future Upside Potential

Analysts have reduced their price target for Technology One from A$44.55 to A$40.32, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that result in a slight adjustment to the valuation outlook. Valuation Changes Fair Value: Adjusted from A$44.55 to A$40.32, indicating a modest reduction in the assessed value per share.

TNE: Higher Growth Assumptions And Margins Will Support Future Upside

Analysts have trimmed their price target on Technology One to A$32.23 from A$34.87. This reflects updated assumptions around a slightly higher discount rate, modestly stronger revenue growth at 14.47%, a marginally higher profit margin of 25.71%, and a lower future P/E of 57.47x.

TNE: Elevated P/E And Refined Assumptions Will Shape Balanced Future Returns

Analysts have trimmed their price target for Technology One slightly to A$22.99 from A$23.44. This reflects updated fair value assumptions that factor in revised discount rate, revenue growth, profit margin and future P/E inputs.

Why We Think Shareholders May Be Considering Bumping Up Technology One Limited's (ASX:TNE) CEO Compensation

Feb 11
Why We Think Shareholders May Be Considering Bumping Up Technology One Limited's (ASX:TNE) CEO Compensation

TNE: Elevated P/E And M&A Plans Will Shape Balanced Future Returns

Analysts have trimmed their price target for Technology One to A$23.44 from A$23.74, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Technology One is actively seeking acquisitions that add new intellectual property to its portfolio, with management highlighting interest in targets that fit its existing verticals and regions (Full Year Results announcement).

TNE: Elevated P/E And Acquisition Plans Will Restrain Future Returns

Analysts now see Technology One's fair value at A$23.74, up from A$22.71, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple, despite a slightly higher discount rate. What's in the News Technology One declared a special dividend of A$0.10 per share for the six months ended 30 September 2025 (Key Developments).

TNE: Special Dividend And Disciplined M&A Will Support Future Upside

Analysts have nudged their price target for Technology One slightly higher to A$44.55, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Technology One is actively looking for acquisitions that add new IP to its portfolio, with management highlighting interest in targets that fit the verticals and regions it already serves (Full Year Results announcement).

Technology One's (ASX:TNE) Returns On Capital Not Reflecting Well On The Business

Jan 03
Technology One's (ASX:TNE) Returns On Capital Not Reflecting Well On The Business

TNE: Index Inclusions And Special Dividend Will Support Future Upside

Analysts have slightly reduced their price target on Technology One from A$45.70 to A$44.55, citing a modestly higher discount rate and lower margin assumptions that more than offset stronger expected revenue growth. What's in the News Technology One is actively seeking disciplined acquisitions to add new intellectual property and support inorganic growth, leveraging its strong cash flow and AI enabled platform (company results commentary) The company announced a special dividend of 10.0 cents per share for the six months ended September 30, 2025 (company announcement) The final dividend was increased to 20.0 cents per share for the six months ended September 30, 2025, up 15% on the prior comparable period (company announcement) Technology One was added to the S&P/ASX 50 Index, reflecting its growing scale and market significance (index provider) The company was also included in the S&P International 700 and S&P Global 1200 indices, broadening its exposure to global investors (index provider) Valuation Changes Fair Value: reduced slightly from A$45.70 to A$44.55 per share, reflecting a modestly lower valuation despite stronger growth assumptions.

TNE: Index Inclusions And Rising Dividends Will Drive Future Upside

Narrative Update on Technology One The analyst price target for Technology One has been revised slightly lower to approximately A$34.87 from about A$35.58, as analysts factor in a marginally higher discount rate that more than offsets modest upgrades to long term revenue growth and profit margin assumptions, alongside a slightly lower future P/E multiple. What's in the News Technology One declared a special dividend of 10.0 cents per share for the six months ended September 30, 2025, highlighting strong cash generation and balance sheet capacity (company announcement).

TNE: Index Additions And Strong Dividend Outlook Will Drive Future Upside

Analysts have lowered their price target for Technology One from $37.51 to $35.58, citing slightly reduced estimates for revenue growth and profit margins in their updated outlook. What's in the News Declared a special dividend of 10.0 cents per share for the six months ended September 30, 2025 (company statement) Final dividend of 20.0 cents per share declared for the six months ended September 30, 2025.

Technology One Limited (ASX:TNE) May Have Run Too Fast Too Soon With Recent 26% Price Plummet

Nov 19
Technology One Limited (ASX:TNE) May Have Run Too Fast Too Soon With Recent 26% Price Plummet

Here's Why We Think Technology One (ASX:TNE) Might Deserve Your Attention Today

Oct 18
Here's Why We Think Technology One (ASX:TNE) Might Deserve Your Attention Today

Overvaluation Will Encounter Regulatory Headwinds And SaaS Resilience

The slight increase in Technology One's future P/E ratio reflects marginally higher market expectations despite consensus revenue growth remaining steady, resulting in a minimal upward revision of the consensus analyst price target from A$36.92 to A$37.51. What's in the News Technology One Limited added to S&P Global 1200.

Overvaluation Will Encounter Regulatory Headwinds And SaaS Resilience

Technology One’s consensus price target saw a marginal increase, supported by broadly unchanged key valuation metrics, with the future P/E and discount rate remaining steady, resulting in a minor fair value revision from A$36.28 to A$36.92. Valuation Changes Summary of Valuation Changes for Technology One The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$36.28 to A$36.92.

Technology One (ASX:TNE) Is Posting Promising Earnings But The Good News Doesn’t Stop There

May 26
Technology One (ASX:TNE) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Technology One Limited's (ASX:TNE) 31% Price Boost Is Out Of Tune With Revenues

May 20
Technology One Limited's (ASX:TNE) 31% Price Boost Is Out Of Tune With Revenues
User avatar

Shift To SaaS+ And Heavy R&D Investment May Limit Short-Term Profits But Fuel Future Growth

Integration of CourseLoop into their ERP suite aims to enhance market presence and boost revenue in the education sector.

株主還元

TNEAU SoftwareAU 市場
7D-3.9%-2.1%-0.5%
1Y-10.6%-39.7%5.8%

業界別リターン: TNE過去 1 年間で-39.7 % の収益を上げたAustralian Software業界を上回りました。

リターン対市場: TNEは、過去 1 年間で5.8 % のリターンを上げたAustralian市場を下回りました。

価格変動

Is TNE's price volatile compared to industry and market?
TNE volatility
TNE Average Weekly Movement8.3%
Software Industry Average Movement11.3%
Market Average Movement10.7%
10% most volatile stocks in AU Market17.6%
10% least volatile stocks in AU Market4.5%

安定した株価: TNE 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: TNEの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19831,500Ed Chungwww.technology1.com

テクノロジー・ワン・リミテッド(Technology One Limited)は、オーストラリアおよび海外で、統合エンタープライズ・ビジネス・ソフトウェア・ソリューションの開発、マーケティング、販売、導入、サポートに従事している。ソフトウェア部門とコンサルティング部門を通じて事業を展開している。ビジネス・アナリティクス、アプリ・ビルダー、企業業績管理、カリキュラム、DxP地方政府、DxP学生、DxPエッセンシャルズ、企業資産管理、企業予算管理、企業現金出納、企業コンテンツ管理、財務、人事・給与、業績計画、資産・格付け、空間、学生管理、時間割・スケジュール管理、サプライ・チェーン管理など、さまざまなビジネス・ソフトウェア・ソリューションを提供している。地方自治体、教育機関、政府機関、医療機関、コミュニティ・サービス機関、資産・プロジェクト集中管理機関、金融サービス機関、企業組織にサービスを提供している。テクノロジー・ワン・リミテッドは1983年に設立され、本社はオーストラリアのフォーティテュード・バレーにある。

Technology One Limited 基礎のまとめ

Technology One の収益と売上を時価総額と比較するとどうか。
TNE 基礎統計学
時価総額AU$9.12b
収益(TTM)AU$137.65m
売上高(TTM)AU$598.50m
66.3x
PER(株価収益率
15.2x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
TNE 損益計算書(TTM)
収益AU$598.50m
売上原価AU$257.17m
売上総利益AU$341.33m
その他の費用AU$203.69m
収益AU$137.65m

直近の収益報告

Sep 30, 2025

次回決算日

May 19, 2026

一株当たり利益(EPS)0.42
グロス・マージン57.03%
純利益率23.00%
有利子負債/自己資本比率0%

TNE の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.0%
現在の配当利回り
63%
配当性向

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2026/05/03 05:23
終値2026/05/01 00:00
収益2025/09/30
年間収益2025/09/30

データソース

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

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

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

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

分析モデルとスノーフレーク

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

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

業界およびセクターの指標

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

アナリスト筋

Technology One Limited 16 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。25

アナリスト機関
Josh KannourakisBarrenjoey Markets Pty Limited
Chris SavageBell Potter
Ware KuoBofA Global Research