View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAltium 将来の成長Future 基準チェック /56Altium利益と収益がそれぞれ年間20.1%と15.7%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37.2% 20.5%なると予測されています。主要情報20.1%収益成長率20.49%EPS成長率Software 収益成長27.0%収益成長率15.7%将来の株主資本利益率37.21%アナリストカバレッジGood最終更新日26 Jul 2024今後の成長に関する最新情報お知らせ • Sep 15+ 1 more updateAltium Limited Provides Revenue Guidance for the Financial Year 2026Altium Limited provided revenue guidance for the financial year 2026. For the period, the company expects Total Revenue of USD 500 million.すべての更新を表示Recent updatesお知らせ • Aug 02Altium to be Removed from the Official List of ASX at the Close of Trading on August 2, 2024Renesas Electronics Corporation and Altium Limited (“Altium”) announced the successful completion of the acquisition of Altium by Renesas. The definitive agreement to acquire Altium was announced on February 15, 2024. As part of the implementation of the Scheme, Altium ordinary shares were suspended from trading on the Australian Securities Exchange at the close of trading on July 19, 2024, and Altium will be removed from the Official List of the Australian Securities Exchange at the close of trading on August 2, 2024.お知らせ • Jul 22Altium Limited(ASX:ALU) dropped from FTSE All-World Index (USD)Altium Limited(ASX:ALU) dropped from FTSE All-World Index (USD)Declared Dividend • Feb 29First half dividend of AU$0.30 announcedShareholders will receive a dividend of AU$0.30. Ex-date: 4th March 2024 Payment date: 26th March 2024 Dividend yield will be 0.9%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 74%. Cash payout ratio: 112%.Reported Earnings • Feb 28First half 2024 earnings released: EPS: US$0.25 (vs US$0.23 in 1H 2023)First half 2024 results: EPS: US$0.25 (up from US$0.23 in 1H 2023). Revenue: US$138.6m (up 16% from 1H 2023). Net income: US$33.0m (up 11% from 1H 2023). Profit margin: 24% (down from 25% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% 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 increased by 34% per year whereas the company’s share price has increased by 35% per year.New Risk • Feb 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.お知らせ • Feb 15Altium Limited to Report First Half, 2024 Results on Feb 27, 2024Altium Limited announced that they will report first half, 2024 results on Feb 27, 2024Buy Or Sell Opportunity • Feb 15Now 40% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to AU$66.07. The fair value is estimated to be AU$47.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.お知らせ • Jan 12Altium Launches Altium 365 Bom Portal: Bridging the Gap Between Engineering and Procurement TeamsAltium, LLC announces the launch of the BOM Portal within the Altium 365 platform. The BOM Portal is engineered to dramatically enhance collaboration between engineering and procurement teams, offering a unified approach to managing Bills of Materials (BOMs) in electronics design. Procurement professionals now have visibility into upcoming designs before they are released, enabling them to catch issues early in the development process. Both procurement and engineering teams benefit from a comprehensive dashboard that monitors all Bills of Materials (BOMs) in production and provides immediate insights into any parts supply issues. The BOM Portal on Altium 365 fosters efficient collaboration and informed decision-making across the product lifecycle. By integrating with top data sources like Octopart, SiliconExpert, and S&P Global, it provides companies with real-time, accurate component data. This is crucial for making smart, data-driven decisions. Key Capabilities of the BOM Portal: BOM Management Integrated with Hardware Development: BOM Portal breaks down barriers between engineering and procurement teams, fostering direct communication and significantly reducing the risk of miscommunication, mistakes, and delays. Advanced Data Integration: BOM Portal provides access to real-time, detailed component information from Octopart, S&P Global (formerly IHS Markit), SiliconExpert, and soon Z2Data, enhancing the procurement and design process. Comprehensive BOM Management: BOM Portal equips users with tools for efficient BOM management, including automatic data enrichment with part details and lifecycle information. Risk Mitigation: BOM Portal proactively identifies potential supply chain disruptions and component obsolescence, enabling timely responses to component and market fluctuations. Cost and Time Efficiency: Up to 80% of PCB designs require part replacements, often taking 40 hours to resolve sourcing issues. The capabilities of BOM Portal coupled with data integrations reduces this to a fraction of the time, expediting the design process and reducing time to market.お知らせ • Nov 17Altium Limited Announces Company Secretary ChangesAltium Limited announced the retirement of Ms. Natasha Davidson as Company Secretary. Ms. Davidson will remain as General Counsel for Altium Limited and focus on the commercial development of the Company. Ms. Tanya Thomas has been appointed as Company Secretary effective 17 November 2023.Ms Thomas, who joined Altium in November 2022, is an experienced executive, with a background in Investor Relations and Media/Communication roles with ASX 200 companies in technology and financial services. Altium Limited further advises that in accordance with Listing Rule 12.6, Ms. Thomas is now the person responsible for communication with the ASX in relation to ASX Listing Rule matters.お知らせ • Nov 02Altium Limited Appoints Michael Hawker as Director, Effective 1 November 2023Altium Limited announced appointment Michael Hawker as director. Date of appointment is 1 November 2023.Board Change • Sep 27High number of new directorsIndependent Non-Executive Director Sylvia Wiggins was the last director to join the board, commencing their role in 2023.お知らせ • Sep 15+ 1 more updateAltium Limited Provides Revenue Guidance for the Financial Year 2026Altium Limited provided revenue guidance for the financial year 2026. For the period, the company expects Total Revenue of USD 500 million.Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 30%After last week's 30% share price gain to AU$47.99, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 42x in the Software industry in Australia. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$41.19 per share.Upcoming Dividend • Aug 28Upcoming dividend of AU$0.29 per share at 1.1% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 26 September 2023. Payout ratio is a comfortable 71% and the cash payout ratio is 87%. Trailing yield: 1.1%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (0.6%).Reported Earnings • Aug 22Full year 2023 earnings released: EPS: US$0.50 (vs US$0.42 in FY 2022)Full year 2023 results: EPS: US$0.50 (up from US$0.42 in FY 2022). Revenue: US$263.3m (up 19% from FY 2022). Net income: US$66.3m (up 20% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 14% 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 increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 21+ 2 more updatesAltium Limited, Annual General Meeting, Nov 16, 2023Altium Limited, Annual General Meeting, Nov 16, 2023.Buying Opportunity • Aug 17Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be AU$46.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.お知らせ • Jul 12Altium Limited to Report Fiscal Year 2023 Results on Aug 21, 2023Altium Limited announced that they will report fiscal year 2023 results After-Market on Aug 21, 2023Upcoming Dividend • Feb 27Upcoming dividend of AU$0.25 per share at 1.3% yieldEligible shareholders must have bought the stock before 06 March 2023. Payment date: 21 March 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Australian dividend payers (6.9%). Higher than average of industry peers (0.9%).Reported Earnings • Feb 21First half 2023 earnings released: EPS: US$0.23 (vs US$0.17 in 1H 2022)First half 2023 results: EPS: US$0.23 (up from US$0.17 in 1H 2022). Revenue: US$119.5m (up 17% from 1H 2022). Net income: US$29.6m (up 29% from 1H 2022). Profit margin: 25% (up from 22% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% 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 increased by 28% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 16Altium Limited to Report First Half, 2023 Results on Feb 20, 2023Altium Limited announced that they will report first half, 2023 results on Feb 20, 2023Upcoming Dividend • Aug 29Upcoming dividend of AU$0.26 per shareEligible shareholders must have bought the stock before 05 September 2022. Payment date: 27 September 2022. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 24Full year 2022 earnings released: EPS: US$0.42 (vs US$0.27 in FY 2021)Full year 2022 results: EPS: US$0.42 (up from US$0.27 in FY 2021). Revenue: US$220.8m (up 23% from FY 2021). Net income: US$55.5m (up 57% from FY 2021). Profit margin: 25% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 39% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.Recent Insider Transactions • May 13Independent Non-Executive Director recently bought AU$59k worth of stockOn the 12th of May, Simon Columb Kelly bought around 2k shares on-market at roughly AU$29.36 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$129k. Insiders have collectively bought AU$258k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Apr 05Independent Non-Executive Director recently bought AU$71k worth of stockOn the 1st of April, Simon Columb Kelly bought around 2k shares on-market at roughly AU$34.10 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$129k. Insiders have collectively bought AU$200k more in shares than they have sold in the last 12 months.Upcoming Dividend • Feb 28Upcoming dividend of AU$0.21 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 22 March 2022. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Australian dividend payers (5.7%). Higher than average of industry peers (1.1%).Recent Insider Transactions • Feb 25Independent Non-Executive Chairman recently bought AU$129k worth of stockOn the 23rd of February, Samuel Weiss bought around 4k shares on-market at roughly AU$32.20 per share. This was the largest purchase by an insider in the last 3 months. This was Samuel's only on-market trade for the last 12 months.Reported Earnings • Feb 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: US$0.17 (up from US$0.13 in 1H 2021). Revenue: US$102.2m (up 28% from 1H 2021). Net income: US$22.9m (up 38% from 1H 2021). Profit margin: 22% (up from 21% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 16%, compared to a 31% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Board Change • Sep 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. President, CTO & Executive Director Sergey Kostinsky 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.Is New 90 Day High Low • Feb 24New 90-day low: AU$27.65The company is down 21% from its price of AU$35.00 on 26 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$38.09 per share.Upcoming Dividend • Feb 22Upcoming Dividend of AU$0.19 Per ShareWill be paid on the 23rd of March to those who are registered shareholders by the 1st of March. The trailing yield of 1.3% is below the top quartile of Australian dividend payers (5.1%), but is in line with industry peers (1.2%).Reported Earnings • Feb 17First half 2021 earnings released: EPS US$0.13 (vs US$0.14 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: US$80.0m (down 3.8% from 1H 2020). Net income: US$16.6m (down 12% from 1H 2020). Profit margin: 21% (down from 23% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 06New 90-day low: AU$33.11The company is down 11% from its price of AU$37.11 on 09 October 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$33.10 per share.Is New 90 Day High Low • Oct 13New 90-day high: AU$38.18The company is up 16% from its price of AU$32.90 on 15 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Software industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$26.55 per share.お知らせ • Jul 10Altium Limited to Report Fiscal Year 2020 Results on Aug 17, 2020Altium Limited announced that they will report fiscal year 2020 results at 9:00 AM, Eastern Standard Time on Aug 17, 2020業績と収益の成長予測CHIA:ALU - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/202753016515616656/30/2026434125121131106/30/2025368100105113106/30/20243037671821012/31/2023282704045N/A9/30/2023273684651N/A6/30/2023263665256N/A3/31/2023251646264N/A12/31/2022238627173N/A9/30/2022229597173N/A6/30/2022221557172N/A3/31/2022212487374N/A12/31/2021202427576N/A9/30/2021191386769N/A6/30/2021180355962N/A3/31/2021173265458N/A12/31/2020166174954N/A9/30/2020168195055N/A6/30/2020169205157N/A3/31/2020173345560N/A12/31/2019177485863N/A9/30/2019174516166N/A6/30/2019172536469N/A3/31/2019163496065N/A12/31/2018155465660N/A9/30/2018148425154N/A6/30/2018140374548N/A3/31/2018133353943N/A12/31/2017125333337N/A9/30/201711831N/A36N/A6/30/201711128N/A36N/A3/31/201710526N/A29N/A12/31/201610024N/A23N/A9/30/20169723N/A18N/A6/30/20169423N/A14N/A3/31/20168959N/A16N/A12/31/20158595N/A18N/A9/30/20158394N/A19N/A6/30/20158092N/A20N/A3/31/20157853N/A20N/A12/31/20147615N/A19N/A9/30/20147413N/A19N/A6/30/20147111N/A18N/A3/31/20146810N/A17N/A12/31/2013659N/A16N/A9/30/2013645N/A14N/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: ALUの予測収益成長率 (年間20.1% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: ALUの収益 ( 20.1% ) はAustralian市場 ( 11.9% ) よりも速いペースで成長すると予測されています。高成長収益: ALUの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: ALUの収益 ( 15.7% ) Australian市場 ( 6.1% ) 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: ALUの収益 ( 15.7% ) 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: ALU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 ( 37.2 %)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2024/08/01 18:05終値2024/08/01 00:00収益2023/12/31年間収益2023/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Altium Limited 10 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。15 アナリスト機関Ware KuoBofA Global ResearchSiraj AhmedCitigroup IncRichard BarwickCLSA12 その他のアナリストを表示
お知らせ • Sep 15+ 1 more updateAltium Limited Provides Revenue Guidance for the Financial Year 2026Altium Limited provided revenue guidance for the financial year 2026. For the period, the company expects Total Revenue of USD 500 million.
お知らせ • Aug 02Altium to be Removed from the Official List of ASX at the Close of Trading on August 2, 2024Renesas Electronics Corporation and Altium Limited (“Altium”) announced the successful completion of the acquisition of Altium by Renesas. The definitive agreement to acquire Altium was announced on February 15, 2024. As part of the implementation of the Scheme, Altium ordinary shares were suspended from trading on the Australian Securities Exchange at the close of trading on July 19, 2024, and Altium will be removed from the Official List of the Australian Securities Exchange at the close of trading on August 2, 2024.
お知らせ • Jul 22Altium Limited(ASX:ALU) dropped from FTSE All-World Index (USD)Altium Limited(ASX:ALU) dropped from FTSE All-World Index (USD)
Declared Dividend • Feb 29First half dividend of AU$0.30 announcedShareholders will receive a dividend of AU$0.30. Ex-date: 4th March 2024 Payment date: 26th March 2024 Dividend yield will be 0.9%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 74%. Cash payout ratio: 112%.
Reported Earnings • Feb 28First half 2024 earnings released: EPS: US$0.25 (vs US$0.23 in 1H 2023)First half 2024 results: EPS: US$0.25 (up from US$0.23 in 1H 2023). Revenue: US$138.6m (up 16% from 1H 2023). Net income: US$33.0m (up 11% from 1H 2023). Profit margin: 24% (down from 25% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% 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 increased by 34% per year whereas the company’s share price has increased by 35% per year.
New Risk • Feb 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
お知らせ • Feb 15Altium Limited to Report First Half, 2024 Results on Feb 27, 2024Altium Limited announced that they will report first half, 2024 results on Feb 27, 2024
Buy Or Sell Opportunity • Feb 15Now 40% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to AU$66.07. The fair value is estimated to be AU$47.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
お知らせ • Jan 12Altium Launches Altium 365 Bom Portal: Bridging the Gap Between Engineering and Procurement TeamsAltium, LLC announces the launch of the BOM Portal within the Altium 365 platform. The BOM Portal is engineered to dramatically enhance collaboration between engineering and procurement teams, offering a unified approach to managing Bills of Materials (BOMs) in electronics design. Procurement professionals now have visibility into upcoming designs before they are released, enabling them to catch issues early in the development process. Both procurement and engineering teams benefit from a comprehensive dashboard that monitors all Bills of Materials (BOMs) in production and provides immediate insights into any parts supply issues. The BOM Portal on Altium 365 fosters efficient collaboration and informed decision-making across the product lifecycle. By integrating with top data sources like Octopart, SiliconExpert, and S&P Global, it provides companies with real-time, accurate component data. This is crucial for making smart, data-driven decisions. Key Capabilities of the BOM Portal: BOM Management Integrated with Hardware Development: BOM Portal breaks down barriers between engineering and procurement teams, fostering direct communication and significantly reducing the risk of miscommunication, mistakes, and delays. Advanced Data Integration: BOM Portal provides access to real-time, detailed component information from Octopart, S&P Global (formerly IHS Markit), SiliconExpert, and soon Z2Data, enhancing the procurement and design process. Comprehensive BOM Management: BOM Portal equips users with tools for efficient BOM management, including automatic data enrichment with part details and lifecycle information. Risk Mitigation: BOM Portal proactively identifies potential supply chain disruptions and component obsolescence, enabling timely responses to component and market fluctuations. Cost and Time Efficiency: Up to 80% of PCB designs require part replacements, often taking 40 hours to resolve sourcing issues. The capabilities of BOM Portal coupled with data integrations reduces this to a fraction of the time, expediting the design process and reducing time to market.
お知らせ • Nov 17Altium Limited Announces Company Secretary ChangesAltium Limited announced the retirement of Ms. Natasha Davidson as Company Secretary. Ms. Davidson will remain as General Counsel for Altium Limited and focus on the commercial development of the Company. Ms. Tanya Thomas has been appointed as Company Secretary effective 17 November 2023.Ms Thomas, who joined Altium in November 2022, is an experienced executive, with a background in Investor Relations and Media/Communication roles with ASX 200 companies in technology and financial services. Altium Limited further advises that in accordance with Listing Rule 12.6, Ms. Thomas is now the person responsible for communication with the ASX in relation to ASX Listing Rule matters.
お知らせ • Nov 02Altium Limited Appoints Michael Hawker as Director, Effective 1 November 2023Altium Limited announced appointment Michael Hawker as director. Date of appointment is 1 November 2023.
Board Change • Sep 27High number of new directorsIndependent Non-Executive Director Sylvia Wiggins was the last director to join the board, commencing their role in 2023.
お知らせ • Sep 15+ 1 more updateAltium Limited Provides Revenue Guidance for the Financial Year 2026Altium Limited provided revenue guidance for the financial year 2026. For the period, the company expects Total Revenue of USD 500 million.
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 30%After last week's 30% share price gain to AU$47.99, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 42x in the Software industry in Australia. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$41.19 per share.
Upcoming Dividend • Aug 28Upcoming dividend of AU$0.29 per share at 1.1% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 26 September 2023. Payout ratio is a comfortable 71% and the cash payout ratio is 87%. Trailing yield: 1.1%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (0.6%).
Reported Earnings • Aug 22Full year 2023 earnings released: EPS: US$0.50 (vs US$0.42 in FY 2022)Full year 2023 results: EPS: US$0.50 (up from US$0.42 in FY 2022). Revenue: US$263.3m (up 19% from FY 2022). Net income: US$66.3m (up 20% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 14% 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 increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 21+ 2 more updatesAltium Limited, Annual General Meeting, Nov 16, 2023Altium Limited, Annual General Meeting, Nov 16, 2023.
Buying Opportunity • Aug 17Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be AU$46.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
お知らせ • Jul 12Altium Limited to Report Fiscal Year 2023 Results on Aug 21, 2023Altium Limited announced that they will report fiscal year 2023 results After-Market on Aug 21, 2023
Upcoming Dividend • Feb 27Upcoming dividend of AU$0.25 per share at 1.3% yieldEligible shareholders must have bought the stock before 06 March 2023. Payment date: 21 March 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Australian dividend payers (6.9%). Higher than average of industry peers (0.9%).
Reported Earnings • Feb 21First half 2023 earnings released: EPS: US$0.23 (vs US$0.17 in 1H 2022)First half 2023 results: EPS: US$0.23 (up from US$0.17 in 1H 2022). Revenue: US$119.5m (up 17% from 1H 2022). Net income: US$29.6m (up 29% from 1H 2022). Profit margin: 25% (up from 22% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% 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 increased by 28% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 16Altium Limited to Report First Half, 2023 Results on Feb 20, 2023Altium Limited announced that they will report first half, 2023 results on Feb 20, 2023
Upcoming Dividend • Aug 29Upcoming dividend of AU$0.26 per shareEligible shareholders must have bought the stock before 05 September 2022. Payment date: 27 September 2022. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 24Full year 2022 earnings released: EPS: US$0.42 (vs US$0.27 in FY 2021)Full year 2022 results: EPS: US$0.42 (up from US$0.27 in FY 2021). Revenue: US$220.8m (up 23% from FY 2021). Net income: US$55.5m (up 57% from FY 2021). Profit margin: 25% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 39% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.
Recent Insider Transactions • May 13Independent Non-Executive Director recently bought AU$59k worth of stockOn the 12th of May, Simon Columb Kelly bought around 2k shares on-market at roughly AU$29.36 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$129k. Insiders have collectively bought AU$258k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Apr 05Independent Non-Executive Director recently bought AU$71k worth of stockOn the 1st of April, Simon Columb Kelly bought around 2k shares on-market at roughly AU$34.10 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$129k. Insiders have collectively bought AU$200k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Feb 28Upcoming dividend of AU$0.21 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 22 March 2022. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Australian dividend payers (5.7%). Higher than average of industry peers (1.1%).
Recent Insider Transactions • Feb 25Independent Non-Executive Chairman recently bought AU$129k worth of stockOn the 23rd of February, Samuel Weiss bought around 4k shares on-market at roughly AU$32.20 per share. This was the largest purchase by an insider in the last 3 months. This was Samuel's only on-market trade for the last 12 months.
Reported Earnings • Feb 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: US$0.17 (up from US$0.13 in 1H 2021). Revenue: US$102.2m (up 28% from 1H 2021). Net income: US$22.9m (up 38% from 1H 2021). Profit margin: 22% (up from 21% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 16%, compared to a 31% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Board Change • Sep 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. President, CTO & Executive Director Sergey Kostinsky 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.
Is New 90 Day High Low • Feb 24New 90-day low: AU$27.65The company is down 21% from its price of AU$35.00 on 26 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$38.09 per share.
Upcoming Dividend • Feb 22Upcoming Dividend of AU$0.19 Per ShareWill be paid on the 23rd of March to those who are registered shareholders by the 1st of March. The trailing yield of 1.3% is below the top quartile of Australian dividend payers (5.1%), but is in line with industry peers (1.2%).
Reported Earnings • Feb 17First half 2021 earnings released: EPS US$0.13 (vs US$0.14 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: US$80.0m (down 3.8% from 1H 2020). Net income: US$16.6m (down 12% from 1H 2020). Profit margin: 21% (down from 23% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 06New 90-day low: AU$33.11The company is down 11% from its price of AU$37.11 on 09 October 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$33.10 per share.
Is New 90 Day High Low • Oct 13New 90-day high: AU$38.18The company is up 16% from its price of AU$32.90 on 15 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Software industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$26.55 per share.
お知らせ • Jul 10Altium Limited to Report Fiscal Year 2020 Results on Aug 17, 2020Altium Limited announced that they will report fiscal year 2020 results at 9:00 AM, Eastern Standard Time on Aug 17, 2020