Codan Limited

ASX:CDA 株式レポート

時価総額：AU$9.1b

Codan 将来の成長

Future 基準チェック /46

Codan利益と収益がそれぞれ年間13.7%と11.1%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29.4% 13.5%なると予測されています。

主要情報

13.7%

収益成長率

13.53%

EPS成長率

Electronic 収益成長17.7%
収益成長率11.1%
将来の株主資本利益率29.38%
アナリストカバレッジ

Good

最終更新日28 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Sep 18

CDA: Acquisition Ambitions Will Test Profit Margin Resilience And Premium Multiple

Analysts have raised their Codan price target to A$32.22 from A$30.02, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Codan signalled an active search for acquisitions.
ナラティブ更新 • Sep 04

CDA: Future Returns Will Balance Acquisition Expansion With Execution And Earnings Risks

Analysts have lifted their Codan price target from A$42.61 to A$49.96, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E as key drivers of the change. What’s in the News for Codan Codan is actively seeking acquisitions and investments, with management emphasising a focus on opportunities that align with its product and technology road maps and support diversification of earnings.
ナラティブ更新 • Aug 21

CDA: Higher Fair Value Will Rely On Acquisition Execution And Margins

Analysts have lifted their price target for Codan from A$48.74 to A$57.56, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples within their valuation models. What's in the News for Codan Codan Limited is seeking acquisitions, with management highlighting that the company is actively looking for targets that align with its product and technology road maps.
ナラティブ更新 • Jun 29

CDA: Higher Fair Value Framework Will Rely On Revenue Assumptions

Analysts have raised their Codan valuation reference from A$42.31 to A$48.74, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers behind the revised price target framework. What’s in the News for Codan No recent Codan specific news items were identified in the provided sources.
ナラティブ更新 • Jun 15

CDA: Future Returns Will Balance Defence Communications Demand And Execution Risks

Analysts have slightly increased their Codan price target to A$42.61 from A$42.34, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that remain broadly consistent with prior expectations. What's in the News Codan reported strong first half FY26 results, with revenue and profit growth supporting an upgrade to full year guidance, according to coverage on 3 June 2026.
ナラティブ更新 • Jun 01

CDA: Defence Tech Acquisition Will Test Unmanned Execution And Premium Multiple

Analysts have lifted their Codan price target from A$24.97 to A$30.02. They cite updated assumptions for revenue growth, profit margins and future P/E that they see as better reflecting the stock's risk profile and cash flow outlook under a slightly higher discount rate.
ナラティブ更新 • May 12

CDA: Future Returns Will Reflect Africa And Unmanned Strength Against Execution Risks

Analysts have raised their price target on Codan from A$36.90 to A$42.34, citing updated assumptions for revenue growth, profit margins and future P/E, as well as Street research pointing to potential outperformance in the Minelab Africa and Unmanned segments. Analyst Commentary Bullish Takeaways Bullish analysts highlight the updated A$42.34 price target and the A$38.50 target from Goldman Sachs as signals that the stock is being valued on an outlook that supports a premium P/E, given current assumptions.
分析記事 • Apr 25

Is Codan Limited (ASX:CDA) Potentially Undervalued?

Codan Limited ( ASX:CDA ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
ナラティブ更新 • Apr 22

CDA: Execution Risk In Unmanned Will Challenge Sustained Premium Pricing

Analysts have trimmed their average price target on Codan to about A$25.00 from roughly A$24.93, citing updated assumptions that reflect a premium valuation view. This view is supported by Codan's medium term growth profile and the potential for its Minelab Africa and Unmanned segments to continue to outperform expectations.
ナラティブ更新 • Apr 07

CDA: Premium Case Will Be Tested By Execution Risk In Unmanned

Narrative update on Codan Analysts have lifted their price target on Codan to A$38.50. This reflects updated assumptions for discount rate, revenue growth, profit margin and P/E, and cites confidence that the medium term growth profile and potential outperformance in the Minelab Africa and Unmanned segments support a premium valuation.
ナラティブ更新 • Mar 24

CDA: Future Returns Will Reflect Minelab Africa And Unmanned Segment Upside

Analysts have lifted their Codan price target from A$31.74 to A$36.90, citing a higher assumed profit margin and premium P/E multiple as they factor in improving prospects for the Minelab Africa and Unmanned segments. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher assumed profit margin as a key reason for assigning a premium P/E multiple, suggesting the current valuation reflects confidence in Codan's ability to convert revenue into earnings more efficiently.
ナラティブ更新 • Mar 10

CDA: Premium P/E Will Depend On Sustained Outperformance In Unmanned Segment

Analysts have lifted their Codan price target to A$38.50. This reflects updated assumptions around its growth outlook and profitability, supported by views that the Minelab Africa and Unmanned segments can continue to outperform expectations and justify a premium P/E multiple.
ナラティブ更新 • Feb 24

CDA: Premium P/E Will Likely Strain On Reliance On Two Growth Engines

Narrative Update on Codan Analysts have lifted their price target for Codan by A$1.22 to reflect a slightly higher fair value estimate, supported by expectations that Minelab Africa and the Unmanned segment can continue to outperform and support a premium P/E multiple. Analyst Commentary Goldman Sachs has resumed coverage on Codan with a Buy rating and an A$38.50 price target, pointing to what it sees as a supportive medium term growth profile and the potential for Minelab Africa and the Unmanned segment to keep outperforming expectations.
分析記事 • Feb 16

With EPS Growth And More, Codan (ASX:CDA) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブ更新 • Feb 09

CDA: Higher Revenue Assumptions Will Likely Magnify Already Stretched Future P/E

Analysts have lifted their price target on Codan from A$21.00 to about A$23.72, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that support a higher fair value estimate. Valuation Changes Fair Value Estimate raised from A$21.00 to about A$23.72, reflecting updated model inputs.
分析記事 • Jan 31

There Are Reasons To Feel Uneasy About Codan's (ASX:CDA) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
ナラティブ更新 • Jan 25

CDA: Steady Fair Value Outlook Will Rely On Margins And P/E

Analysts have increased their price target for Codan to A$42.31, reflecting small adjustments to assumptions around discount rate, revenue growth, profit margin and future P/E. These changes leave their overall valuation view largely unchanged.
分析記事 • Jan 16

Earnings Tell The Story For Codan Limited (ASX:CDA) As Its Stock Soars 28%

Codan Limited ( ASX:CDA ) shareholders would be excited to see that the share price has had a great month, posting a...
ナラティブ更新 • Jan 11

CDA: Higher Margins And P/E Outlook Will Support A Bullish Repricing

Analysts have raised their price target for Codan from A$30.05 to A$42.31. This change reflects updated assumptions around revenue growth, profit margins, discount rate and future P/E expectations.
ナラティブ更新 • Dec 27

CDA: Future Returns Will Reflect Stable Outlook And Balanced Risk Profile

Analysts have modestly increased their price target for Codan by A$0.00 per share. This reflects slightly higher discount rate and future P/E assumptions, which are offset by marginally lower revenue growth and profit margin forecasts.
ナラティブ更新 • Dec 13

CDA: Rising Revenue Expectations Will Likely Expose Stretched Earnings Multiple

Analysts have lifted their price target for Codan from A$18.50 to A$21.00, as they now expect slightly faster revenue growth, marginally stronger profit margins and a higher future P/E multiple to better reflect the company’s earnings potential. Valuation Changes The Fair Value Estimate has risen modestly from A$18.50 to A$21.00, reflecting a reassessment of Codan’s long term earnings potential.
分析記事 • Dec 01

Codan Limited's (ASX:CDA) Popularity With Investors Is Clear

Codan Limited's ( ASX:CDA ) price-to-earnings (or "P/E") ratio of 53.4x might make it look like a strong sell right now...
ナラティブ更新 • Nov 29

CDA: Dividend Announcement And Stable Outlook Will Maintain Balanced Prospects

Analysts have maintained their price target for Codan at $31.74 per share, citing stable underlying assumptions and minimal adjustments to key financial metrics. Valuation Changes Fair Value has remained stable at A$31.74 per share, reflecting no change in analyst assessment.
ナラティブ更新 • Nov 15

CDA: Dividend Announcement And Stable Outlook Will Maintain Balanced Prospects

Analysts have made no change to their price target for Codan, maintaining it at $31.74. They cited stable revenue growth and profit margin forecasts, despite a slight uptick in the discount rate.
分析記事 • Nov 06

We Ran A Stock Scan For Earnings Growth And Codan (ASX:CDA) Passed With Ease

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
ナラティブ更新 • Oct 31

CDA: Profit Margin Risks Will Outweigh Benefits Of Upcoming Dividend

Analysts have raised their price target for Codan from $28.41 to $31.74, citing improved revenue growth expectations and an uptick in forecast profit margins as key drivers for the adjustment. What's in the News Codan Limited announced an ordinary fully paid dividend of AUD 0.16 per share for the six months ended June 30, 2025 (Key Developments).
ナラティブ更新 • Oct 17

Heightened Defense Spending And Resilient Communications Will Create New Markets

Narrative Update on Codan: Analyst Price Target Adjustment Analysts have maintained their price target for Codan at $28.41, reflecting continued confidence in the company's financial outlook despite minor adjustments to growth assumptions and discount rates. What's in the News Codan Limited has declared an ordinary fully paid dividend of AUD 0.160 per share for the six months ended June 30, 2025 (Key Developments).
分析記事 • Oct 16

Is Codan (ASX:CDA) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブ更新 • Oct 03

Heightened Defense Spending And Resilient Communications Will Create New Markets

Analysts have raised Codan's fair value estimate from $27.18 to $28.41. This change reflects ongoing confidence in the company's financial outlook and performance metrics.
分析記事 • Oct 02

Why Codan Limited (ASX:CDA) Could Be Worth Watching

Codan Limited ( ASX:CDA ), is not the largest company out there, but it saw a significant share price rise of 64% in...
ナラティブ更新 • Aug 22

Minelab's Upcoming Products And Tactical Communications Expansion Will Strengthen Market Position In Future

Consensus analyst price targets for Codan have risen sharply, mainly reflecting improved expectations for profitability and growth—as evidenced by both higher net profit margins and an uplift in forecast P/E—resulting in a new fair value estimate of A$25.59. What's in the News Codan Limited announced an ordinary fully paid dividend of AUD 0.16 per share for the six months ended June 30, 2025.
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新しいナラティブ • Feb 23

Minelab's Upcoming Products And Tactical Communications Expansion Will Strengthen Market Position In Future

Codan's acquisition strategy and focus on recurring revenue are set to improve revenue stability and net margins.

業績と収益の成長予測

ASX:CDA - アナリストの将来予測と過去の財務データ ( )AUD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/20291,2712872323308
6/30/20281,1422532002919
6/30/20271,0272241442429
6/30/2026875175186249N/A
3/31/2026819152141205N/A
12/31/202576212997160N/A
9/30/202571811690154N/A
6/30/202567410384147N/A
3/31/20256329666126N/A
12/31/20245908947105N/A
9/30/20245708551106N/A
6/30/20245508156106N/A
3/31/20245317855104N/A
12/31/20235117554101N/A
9/30/2023484714291N/A
6/30/2023456683180N/A
3/31/2023459753682N/A
12/31/2022461824285N/A
9/30/2022484913068N/A
6/30/20225061011852N/A
3/31/20225031002860N/A
12/31/2021499993969N/A
9/30/20214689574100N/A
6/30/202143790108131N/A
3/31/202140483101122N/A
12/31/20203727593112N/A
9/30/20203606987108N/A
6/30/20203486481104N/A
3/31/202033159N/A97N/A
12/31/201931354N/A91N/A
9/30/201929250N/A77N/A
6/30/201927146N/A62N/A
3/31/201926747N/A62N/A
12/31/201826448N/A62N/A
9/30/201824745N/A55N/A
6/30/201823042N/A48N/A
3/31/201822339N/A46N/A
12/31/201721737N/A44N/A
9/30/201722240N/A60N/A
6/30/201722644N/A76N/A
3/31/201721738N/A75N/A
12/31/201620832N/A75N/A
9/30/201618924N/A61N/A
6/30/201617015N/A48N/A
3/31/201615514N/A39N/A
12/31/201514113N/A29N/A
9/30/201514213N/A30N/A

アナリストによる今後の成長予測

収入対貯蓄率: CDAの予測収益成長率 (年間13.7% ) は 貯蓄率 ( 3.8% ) を上回っています。

収益対市場: CDAの収益 ( 13.7% ) はAustralian市場 ( 11.2% ) 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: CDA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: CDAの収益 ( 11.1% ) Australian市場 ( 5.3% ) 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: CDAの収益 ( 11.1% ) 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: CDA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 ( 29.4 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/20 17:00
終値2026/09/18 00:00
収益2026/06/30
年間収益2026/06/30

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
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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

Codan Limited 9 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
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Daniel LaingBell Potter
Baxter KirkBell Potter