K&S（KSC）株式概要K&S Corporation Limited は、オーストラリアとニュージーランドで輸送・物流、倉庫業、燃料配給業を営んでいる。 詳細KSC 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0/6過去の実績1/6財務の健全性4/6配当金3/6リスク分析5.1%の配当はフリーキャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るKSC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$3.1440.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-82m893m2016201920222025202620282031Revenue AU$771.2mEarnings AU$26.1mAdvancedSet Fair ValueView all narrativesK&S Corporation Limited 競合他社CTI LogisticsSymbol: ASX:CLXMarket cap: AU$153.7mWiseway GroupSymbol: ASX:WWGMarket cap: AU$43.9mLindsay AustraliaSymbol: ASX:LAUMarket cap: AU$205.1mBhagwan MarineSymbol: ASX:BWNMarket cap: AU$121.1m価格と性能株価の高値、安値、推移の概要K&S過去の株価現在の株価AU$3.1452週高値AU$3.5052週安値AU$3.00ベータ0.0591ヶ月の変化-2.18%3ヶ月変化-6.55%1年変化-7.92%3年間の変化53.92%5年間の変化70.19%IPOからの変化561.06%最新ニュースUpcoming Dividend • Mar 13Upcoming dividend of AU$0.05 per shareEligible shareholders must have bought the stock before 19 March 2026. Payment date: 07 April 2026. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (3.1%).Reported Earnings • Feb 27First half 2026 earnings released: EPS: AU$0.082 (vs AU$0.11 in 1H 2025)First half 2026 results: EPS: AU$0.082 (down from AU$0.11 in 1H 2025). Revenue: AU$364.6m (down 6.7% from 1H 2025). Net income: AU$11.2m (down 30% from 1H 2025). Profit margin: 3.1% (down from 4.1% in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Declared Dividend • Feb 26First half dividend reduced to AU$0.05Dividend of AU$0.05 is 38% lower than last year. Ex-date: 19th March 2026 Payment date: 6th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.2% EPS decline seen over the last 5 years.お知らせ • Feb 25+ 1 more updateK&S Corporation Limited Provides Earnings Guidance for the Second Half of Fiscal Year 2026K&S Corporation Limited provided earnings guidance for the second half of fiscal year 2026. While the Group recorded a sound result for the first half of FY2026, providing specific earning guidance for the second half remains difficult. Company presently anticipate that second half result for FY2026 will be lower than the prior comparative period.Board Change • Jan 05Insufficient 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. 3 highly experienced directors. Independent Non-Executive Director Rob Dalton was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 25K&S Corporation Limited to Report First Half, 2026 Results on Feb 24, 2026K&S Corporation Limited announced that they will report first half, 2026 results on Feb 24, 2026最新情報をもっと見るRecent updatesUpcoming Dividend • Mar 13Upcoming dividend of AU$0.05 per shareEligible shareholders must have bought the stock before 19 March 2026. Payment date: 07 April 2026. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (3.1%).Reported Earnings • Feb 27First half 2026 earnings released: EPS: AU$0.082 (vs AU$0.11 in 1H 2025)First half 2026 results: EPS: AU$0.082 (down from AU$0.11 in 1H 2025). Revenue: AU$364.6m (down 6.7% from 1H 2025). Net income: AU$11.2m (down 30% from 1H 2025). Profit margin: 3.1% (down from 4.1% in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Declared Dividend • Feb 26First half dividend reduced to AU$0.05Dividend of AU$0.05 is 38% lower than last year. Ex-date: 19th March 2026 Payment date: 6th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.2% EPS decline seen over the last 5 years.お知らせ • Feb 25+ 1 more updateK&S Corporation Limited Provides Earnings Guidance for the Second Half of Fiscal Year 2026K&S Corporation Limited provided earnings guidance for the second half of fiscal year 2026. While the Group recorded a sound result for the first half of FY2026, providing specific earning guidance for the second half remains difficult. Company presently anticipate that second half result for FY2026 will be lower than the prior comparative period.Board Change • Jan 05Insufficient 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. 3 highly experienced directors. Independent Non-Executive Director Rob Dalton was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 25K&S Corporation Limited to Report First Half, 2026 Results on Feb 24, 2026K&S Corporation Limited announced that they will report first half, 2026 results on Feb 24, 2026分析記事 • Nov 18It's Unlikely That K&S Corporation Limited's (ASX:KSC) CEO Will See A Huge Pay Rise This YearKey Insights K&S will host its Annual General Meeting on 25th of November Total pay for CEO Paul Sarant includes...Buy Or Sell Opportunity • Oct 31Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at AU$3.37. The fair value is estimated to be AU$2.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 10%.お知らせ • Oct 22K&S Corporation Limited, Annual General Meeting, Nov 25, 2025K&S Corporation Limited, Annual General Meeting, Nov 25, 2025. Location: at 591 boundary road, truganina, victoria, AustraliaUpcoming Dividend • Oct 09Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 16 October 2025. Payment date: 04 November 2025. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (5.5%). Higher than average of industry peers (3.0%).Buy Or Sell Opportunity • Oct 08Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at AU$3.40. The fair value is estimated to be AU$2.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 10%.分析記事 • Sep 11K&S (ASX:KSC) Will Pay A Dividend Of A$0.08The board of K&S Corporation Limited ( ASX:KSC ) has announced that it will pay a dividend on the 4th of November, with...Buy Or Sell Opportunity • Sep 04Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at AU$3.42. The fair value is estimated to be AU$2.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 10%.分析記事 • Aug 27K&S (ASX:KSC) Is Paying Out A Dividend Of A$0.08The board of K&S Corporation Limited ( ASX:KSC ) has announced that it will pay a dividend of A$0.08 per share on the...Declared Dividend • Aug 27Final dividend of AU$0.08 announcedDividend of AU$0.08 is the same as last year. Ex-date: 16th October 2025 Payment date: 4th November 2025 Dividend yield will be 4.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 26Full year 2025 earnings released: EPS: AU$0.21 (vs AU$0.23 in FY 2024)Full year 2025 results: EPS: AU$0.21 (down from AU$0.23 in FY 2024). Revenue: AU$744.8m (down 9.7% from FY 2024). Net income: AU$29.2m (down 6.5% from FY 2024). Profit margin: 3.9% (up from 3.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 25K&S Corporation Limited Announces Dividend for the Period of Six Months Ending June 30,2025, Payable on November 4, 2025K&S Corporation Limited announced dividend of AUD 0.08000000 for the period of six months ending June 30,2025. Ex date: October 16, 2025, Record date: October 17, 2025. Payment date: November 4, 2025.お知らせ • Mar 27K&S Corporation Limited (ASX:KSC) announces an Equity Buyback.K&S Corporation Limited (ASX:KSC) announces a share repurchase program. Under the offer, the company will repurchase from the shareholders who hold less than AUD 500 worth of shares. The shares will be repurchased at AUD 3.601 per share. The repurchased shares will be cancelled. The record date for the offer is March 21, 2025. The offer will be valid till May 12, 2025.Upcoming Dividend • Mar 16Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 20 March 2025. Payment date: 03 April 2025. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (2.9%).Reported Earnings • Mar 03First half 2025 earnings released: EPS: AU$0.11 (vs AU$0.12 in 1H 2024)First half 2025 results: EPS: AU$0.11 (down from AU$0.12 in 1H 2024). Revenue: AU$390.6m (down 9.0% from 1H 2024). Net income: AU$16.1m (down 3.1% from 1H 2024). Profit margin: 4.1% (up from 3.9% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Feb 27First half dividend of AU$0.08 announcedShareholders will receive a dividend of AU$0.08. Ex-date: 20th March 2025 Payment date: 3rd April 2025 Dividend yield will be 4.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 18x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1,955% to bring the payout ratio under control, which is more than the 24% EPS growth achieved over the last 5 years.New Risk • Feb 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 18x earnings per share. The company is paying a dividend despite having no free cash flows. Dividend yield: 5.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.2% to AU$3.29. The fair value is estimated to be AU$4.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 29%.分析記事 • Oct 14K&S (ASX:KSC) Is Due To Pay A Dividend Of A$0.08The board of K&S Corporation Limited ( ASX:KSC ) has announced that it will pay a dividend on the 4th of November, with...お知らせ • Oct 14+ 2 more updatesK&S Corporation Limited to Report Fiscal Year 2025 Final Results on Oct 13, 2025K&S Corporation Limited announced that they will report fiscal year 2025 final results on Oct 13, 2025Upcoming Dividend • Oct 10Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 17 October 2024. Payment date: 04 November 2024. Payout ratio is on the higher end at 79% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (2.8%).Board Change • Sep 01Insufficient 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. 3 highly experienced directors. Independent Non-Executive Director Rob Dalton was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Aug 29K&S (ASX:KSC) Is Paying Out A Dividend Of A$0.08K&S Corporation Limited ( ASX:KSC ) will pay a dividend of A$0.08 on the 4th of November. This makes the dividend yield...Declared Dividend • Aug 29Final dividend of AU$0.08 announcedDividend of AU$0.08 is the same as last year. Ex-date: 17th October 2024 Payment date: 4th November 2024 Dividend yield will be 5.3%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (79% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 65% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 28Full year 2024 earnings released: EPS: AU$0.23 (vs AU$0.21 in FY 2023)Full year 2024 results: EPS: AU$0.23 (up from AU$0.21 in FY 2023). Revenue: AU$834.0m (down 1.8% from FY 2023). Net income: AU$31.2m (up 9.1% from FY 2023). Profit margin: 3.7% (up from 3.4% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 26% per year.お知らせ • Aug 27K&S Corporation Limited Declares Fully Franked Dividend for the Six Months Ended June 30, 2024, Payable on 4 November 2024K&S Corporation Limited announced ordinary fully franked ordinary dividend of AUD 0.08000000 per share for the six months ended June 30, 2024. Ex-date is October 17, 2024. Record date is October 18, 2024. Payment date is November 4, 2024.分析記事 • May 01Here's Why K&S (ASX:KSC) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$2.91, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 17x in the Logistics industry in Oceania. Total returns to shareholders of 128% over the past three years.分析記事 • Apr 11K&S (ASX:KSC) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Buy Or Sell Opportunity • Mar 21Now 23% undervaluedOver the last 90 days, the stock has risen 39% to AU$3.54. The fair value is estimated to be AU$4.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 16%.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to AU$3.85, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 16x in the Logistics industry in Oceania. Total returns to shareholders of 222% over the past three years.Upcoming Dividend • Mar 14Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 03 April 2024. Payout ratio is on the higher end at 84%, and the cash payout ratio is above 100%. Trailing yield: 5.6%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (3.1%).Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.12 (vs AU$0.12 in 1H 2023)First half 2024 results: EPS: AU$0.12 (up from AU$0.12 in 1H 2023). Revenue: AU$429.4m (down 2.4% from 1H 2023). Net income: AU$16.6m (up 8.1% from 1H 2023). Profit margin: 3.9% (up from 3.5% in 1H 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Feb 23First half dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 21st March 2024 Payment date: 3rd April 2024 Dividend yield will be 6.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 3.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Oct 11Upcoming dividend of AU$0.08 per share at 7.3% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 03 November 2023. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 7.3%. Within top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (3.3%).お知らせ • Oct 10+ 3 more updatesK&S Corporation Limited, Annual General Meeting, Nov 26, 2024K&S Corporation Limited, Annual General Meeting, Nov 26, 2024.分析記事 • Aug 27K&S (ASX:KSC) Has Announced That It Will Be Increasing Its Dividend To A$0.08The board of K&S Corporation Limited ( ASX:KSC ) has announced that it will be paying its dividend of A$0.08 on the 3rd...Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.21 (vs AU$0.13 in FY 2022)Full year 2023 results: EPS: AU$0.21 (up from AU$0.13 in FY 2022). Revenue: AU$848.9m (up 9.4% from FY 2022). Net income: AU$28.6m (up 64% from FY 2022). Profit margin: 3.4% (up from 2.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 22K&S Corporation Limited Declares Fully Franked Dividend for the Six Months Ended June 30, 2023, Payable on 3 November 2023K&S Corporation Limited announced ordinary fully franked ordinary dividend of AUD 0.08000000 per share for the six months ended June 30, 2023. Ex-date is October 18, 2023. Record date is October 19, 2023. Payment date is November 3, 2023.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to AU$2.49, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 12x in the Logistics industry in Oceania. Total returns to shareholders of 99% over the past three years.分析記事 • Apr 06We Think K&S (ASX:KSC) Can Manage Its Debt With EaseThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Mar 14Upcoming dividend of AU$0.10 per share at 7.9% yieldEligible shareholders must have bought the stock before 21 March 2023. Payment date: 03 April 2023. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 7.9%. Within top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (3.1%).Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$2.55, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 14x in the Logistics industry in Oceania. Total returns to shareholders of 89% over the past three years.分析記事 • Feb 24K&S (ASX:KSC) Will Pay A Larger Dividend Than Last Year At A$0.10K&S Corporation Limited ( ASX:KSC ) will increase its dividend from last year's comparable payment on the 3rd of April...Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.12 (vs AU$0.064 in 1H 2022)First half 2023 results: EPS: AU$0.12 (up from AU$0.064 in 1H 2022). Revenue: AU$439.7m (up 17% from 1H 2022). Net income: AU$15.4m (up 81% from 1H 2022). Profit margin: 3.5% (up from 2.3% in 1H 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.24, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 16x in the Logistics industry in Oceania. Total returns to shareholders of 69% over the past three years.分析記事 • Dec 19Is K&S (ASX:KSC) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 22We Think Shareholders Are Less Likely To Approve A Large Pay Rise For K&S Corporation Limited's (ASX:KSC) CEO For NowUnder the guidance of CEO Paul Sarant, K&S Corporation Limited ( ASX:KSC ) has performed reasonably well recently. As...分析記事 • Oct 17K&S (ASX:KSC) Will Pay A Larger Dividend Than Last Year At A$0.05K&S Corporation Limited's ( ASX:KSC ) dividend will be increasing from last year's payment of the same period to A$0.05...お知らせ • Oct 14+ 3 more updatesK&S Corporation Limited, Annual General Meeting, Nov 28, 2023K&S Corporation Limited, Annual General Meeting, Nov 28, 2023.Upcoming Dividend • Oct 11Upcoming dividend of AU$0.05 per shareEligible shareholders must have bought the stock before 18 October 2022. Payment date: 03 November 2022. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (3.0%).Buying Opportunity • Sep 26Now 27% undervaluedOver the last 90 days, the stock is up 9.7%. The fair value is estimated to be AU$2.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Earnings per share has grown by 47%.分析記事 • Aug 28K&S' (ASX:KSC) Upcoming Dividend Will Be Larger Than Last Year'sK&S Corporation Limited ( ASX:KSC ) will increase its dividend from last year's comparable payment on the 3rd of...Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.13 (vs AU$0.14 in FY 2021)Full year 2022 results: EPS: AU$0.13 (down from AU$0.14 in FY 2021). Revenue: AU$783.7m (up 13% from FY 2021). Net income: AU$17.4m (down 3.9% from FY 2021). Profit margin: 2.2% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Aug 25K&S Corporation Limited Declares Final Dividend for the Year Ended 30 June 2022, Payable on 3 November 2022K&S Corporation Limited declares final dividend of 5.0 cents for the year ended 30 June 2022, payable on 3 November 2022. Record date for determining entitlements to the dividend 19 October 2022.Upcoming Dividend • Mar 14Upcoming dividend of AU$0.045 per shareEligible shareholders must have bought the stock before 21 March 2022. Payment date: 01 April 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (5.8%). Higher than average of industry peers (1.5%).分析記事 • Feb 24K&S' (ASX:KSC) Upcoming Dividend Will Be Larger Than Last Year'sK&S Corporation Limited ( ASX:KSC ) has announced that it will be increasing its dividend on the 1st of April to...Reported Earnings • Feb 23First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.064 (down from AU$0.14 in 1H 2021). Revenue: AU$374.7m (up 3.7% from 1H 2021). Net income: AU$8.47m (down 51% from 1H 2021). Profit margin: 2.3% (down from 4.7% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 22K&S Corporation Limited Announces Ordinary Interim Dividend for the Six Months Ended December 31, 2021, Payable on April 1, 2022K&S Corporation Limited announced the ordinary interim dividend of 4.5 cents per share for the six months ended December 31, 2021. The dividend will be payable on April 1, 2022, with a record date of March 22, 2022.分析記事 • Nov 10K&S (ASX:KSC) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Oct 11Upcoming dividend of AU$0.035 per shareEligible shareholders must have bought the stock before 18 October 2021. Payment date: 03 November 2021. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (5.3%). Higher than average of industry peers (1.6%).分析記事 • Sep 24K&S (ASX:KSC) Is Increasing Its Dividend To AU$0.035K&S Corporation Limited ( ASX:KSC ) will increase its dividend on the 3rd of November to AU$0.035. This takes the...分析記事 • Sep 10K&S (ASX:KSC) Has Announced That It Will Be Increasing Its Dividend To AU$0.035K&S Corporation Limited ( ASX:KSC ) has announced that it will be increasing its dividend on the 3rd of November to...分析記事 • Aug 27K&S (ASX:KSC) Has Announced That It Will Be Increasing Its Dividend To AU$0.035K&S Corporation Limited's ( ASX:KSC ) dividend will be increasing to AU$0.035 on 3rd of November. This makes the...Reported Earnings • Aug 27Full year 2021 earnings released: EPS AU$0.14 (vs AU$0.087 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$692.0m (down 13% from FY 2020). Net income: AU$18.1m (up 63% from FY 2020). Profit margin: 2.6% (up from 1.4% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.分析記事 • May 24Is K&S (ASX:KSC) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Feb 24K&S Corporation Limited Provides Update on the Earnings Guidance for the Second Half of 2020K&S Corporation Limited providing specific earnings guidance for the second half remains difficult, particularly having regard to the uncertainties created by COVID-19. It is not possible to predict with any certainty the extent or duration of COVID-19 related impacts on the Australian and New Zealand economies or upon the Group itself.分析記事 • Feb 11K&S' (ASX:KSC) Earnings Are Growing But Is There More To The Story?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...Is New 90 Day High Low • Feb 08New 90-day high: AU$1.57The company is up 24% from its price of AU$1.27 on 03 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 21% over the same period.分析記事 • Jan 16The Trends At K&S (ASX:KSC) That You Should Know AboutThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...分析記事 • Dec 29K&S' (ASX:KSC) Stock Price Has Reduced 13% In The Past Three YearsWhile not a mind-blowing move, it is good to see that the K&S Corporation Limited ( ASX:KSC ) share price has gained...Is New 90 Day High Low • Dec 29New 90-day high: AU$1.49The company is up 15% from its price of AU$1.29 on 30 September 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 37% over the same period.分析記事 • Dec 14What Can We Conclude About K&S' (ASX:KSC) CEO Pay?This article will reflect on the compensation paid to Paul Sarant who has served as CEO of K&S Corporation Limited...Is New 90 Day High Low • Dec 07New 90-day high: AU$1.41The company is up 15% from its price of AU$1.23 on 08 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 31% over the same period.Upcoming Dividend • Oct 12Upcoming Dividend of AU$0.03 Per ShareWill be paid on the 3rd of November to those who are registered shareholders by the 19th of October. The trailing yield of 4.6% is below the top quartile of Australian dividend payers (5.5%), but it is higher than industry peers (1.6%).お知らせ • Jul 18K&S Corporation Limited to Report Fiscal Year 2020 Results on Aug 28, 2020K&S Corporation Limited announced that they will report fiscal year 2020 results at 3:55 AM, GMT Standard Time on Aug 28, 2020株主還元KSCAU LogisticsAU 市場7D-0.3%6.6%2.0%1Y-7.9%-3.5%3.4%株主還元を見る業界別リターン: KSC過去 1 年間で-3.5 % の収益を上げたAustralian Logistics業界を下回りました。リターン対市場: KSCは、過去 1 年間で3.4 % のリターンを上げたAustralian市場を下回りました。価格変動Is KSC's price volatile compared to industry and market?KSC volatilityKSC Average Weekly Movement4.4%Logistics Industry Average Movement5.1%Market Average Movement10.3%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.3%安定した株価: KSC 、 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: KSCの 週次ボラティリティ ( 4% ) 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19451,592Paul Sarantwww.ksgroup.com.auK&S Corporation Limited は、オーストラリアとニュージーランドで輸送・物流、倉庫業、燃料配給業を営んでいる。同社は3つのセグメントで事業を展開している：オーストラリア輸送、燃料、ニュージーランド輸送。同社は、輸出梱包、埠頭荷役、統合サプライチェーンおよびシステム・ソリューションの提供を含む、フルバルクおよびブレークバルク貨物の道路、鉄道、沿岸海上フォワーディング、遠隔地、地域、大都市でのバルク燃料、石油、ガスの輸送および流通サービス、鉱業、砂糖、セメント、肥料業界へのドライバルクおよび液体バルク輸送サービスを提供している。また、ライン輸送、物流サポート、ドライ、チルド、冷凍商品のケータリング、管理物流サービス、設備や人員の提供、様々な企業向けの施設管理サービス、様々な輸入業者向けの物流チェーン管理サービス、重量物輸送サービスも行っている。さらに、道路、鉄道、海上による危険物、化学品、石油化学品、ガス、バルク液体、液体食品、燃料、潤滑油、爆薬の輸送、航空燃料補給サービス、フルトラック積載・休憩配送、輸出も行っている。前身はスコット・コーポレーション・リミテッドで、1998年12月にK&Sコーポレーション・リミテッドに社名変更。同社は 1945 年に設立され、本社はオーストラリアのトルガニナにある。K&S Corporation Limited は AA Scott Pty Ltd の子会社である。もっと見るK&S Corporation Limited 基礎のまとめK&S の収益と売上を時価総額と比較するとどうか。KSC 基礎統計学時価総額AU$429.70m収益（TTM）AU$24.34m売上高(TTM)AU$718.83m17.7xPER（株価収益率0.6xP/SレシオKSC は割高か？公正価値と評価分析を参照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KSC 損益計算書（TTM）収益AU$718.83m売上原価AU$601.73m売上総利益AU$117.10mその他の費用AU$92.76m収益AU$24.34m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.18グロス・マージン16.29%純利益率3.39%有利子負債／自己資本比率24.3%KSC 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5.1%現在の配当利回り72%配当性向View Valuation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2026/05/26 16:37終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年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K&S Corporation Limited 0 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。4 アナリスト機関Nicholas RobisonBofA Global ResearchCameron McDonaldDeutsche BankSamuel DobsonMacquarie Research1 その他のアナリストを表示
Upcoming Dividend • Mar 13Upcoming dividend of AU$0.05 per shareEligible shareholders must have bought the stock before 19 March 2026. Payment date: 07 April 2026. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (3.1%).
Reported Earnings • Feb 27First half 2026 earnings released: EPS: AU$0.082 (vs AU$0.11 in 1H 2025)First half 2026 results: EPS: AU$0.082 (down from AU$0.11 in 1H 2025). Revenue: AU$364.6m (down 6.7% from 1H 2025). Net income: AU$11.2m (down 30% from 1H 2025). Profit margin: 3.1% (down from 4.1% in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 26First half dividend reduced to AU$0.05Dividend of AU$0.05 is 38% lower than last year. Ex-date: 19th March 2026 Payment date: 6th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.2% EPS decline seen over the last 5 years.
お知らせ • Feb 25+ 1 more updateK&S Corporation Limited Provides Earnings Guidance for the Second Half of Fiscal Year 2026K&S Corporation Limited provided earnings guidance for the second half of fiscal year 2026. While the Group recorded a sound result for the first half of FY2026, providing specific earning guidance for the second half remains difficult. Company presently anticipate that second half result for FY2026 will be lower than the prior comparative period.
Board Change • Jan 05Insufficient 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. 3 highly experienced directors. Independent Non-Executive Director Rob Dalton was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 25K&S Corporation Limited to Report First Half, 2026 Results on Feb 24, 2026K&S Corporation Limited announced that they will report first half, 2026 results on Feb 24, 2026
Upcoming Dividend • Mar 13Upcoming dividend of AU$0.05 per shareEligible shareholders must have bought the stock before 19 March 2026. Payment date: 07 April 2026. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (3.1%).
Reported Earnings • Feb 27First half 2026 earnings released: EPS: AU$0.082 (vs AU$0.11 in 1H 2025)First half 2026 results: EPS: AU$0.082 (down from AU$0.11 in 1H 2025). Revenue: AU$364.6m (down 6.7% from 1H 2025). Net income: AU$11.2m (down 30% from 1H 2025). Profit margin: 3.1% (down from 4.1% in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 26First half dividend reduced to AU$0.05Dividend of AU$0.05 is 38% lower than last year. Ex-date: 19th March 2026 Payment date: 6th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 20% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.2% EPS decline seen over the last 5 years.
お知らせ • Feb 25+ 1 more updateK&S Corporation Limited Provides Earnings Guidance for the Second Half of Fiscal Year 2026K&S Corporation Limited provided earnings guidance for the second half of fiscal year 2026. While the Group recorded a sound result for the first half of FY2026, providing specific earning guidance for the second half remains difficult. Company presently anticipate that second half result for FY2026 will be lower than the prior comparative period.
Board Change • Jan 05Insufficient 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. 3 highly experienced directors. Independent Non-Executive Director Rob Dalton was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 25K&S Corporation Limited to Report First Half, 2026 Results on Feb 24, 2026K&S Corporation Limited announced that they will report first half, 2026 results on Feb 24, 2026
分析記事 • Nov 18It's Unlikely That K&S Corporation Limited's (ASX:KSC) CEO Will See A Huge Pay Rise This YearKey Insights K&S will host its Annual General Meeting on 25th of November Total pay for CEO Paul Sarant includes...
Buy Or Sell Opportunity • Oct 31Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at AU$3.37. The fair value is estimated to be AU$2.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 10%.
お知らせ • Oct 22K&S Corporation Limited, Annual General Meeting, Nov 25, 2025K&S Corporation Limited, Annual General Meeting, Nov 25, 2025. Location: at 591 boundary road, truganina, victoria, Australia
Upcoming Dividend • Oct 09Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 16 October 2025. Payment date: 04 November 2025. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (5.5%). Higher than average of industry peers (3.0%).
Buy Or Sell Opportunity • Oct 08Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at AU$3.40. The fair value is estimated to be AU$2.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 10%.
分析記事 • Sep 11K&S (ASX:KSC) Will Pay A Dividend Of A$0.08The board of K&S Corporation Limited ( ASX:KSC ) has announced that it will pay a dividend on the 4th of November, with...
Buy Or Sell Opportunity • Sep 04Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at AU$3.42. The fair value is estimated to be AU$2.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 10%.
分析記事 • Aug 27K&S (ASX:KSC) Is Paying Out A Dividend Of A$0.08The board of K&S Corporation Limited ( ASX:KSC ) has announced that it will pay a dividend of A$0.08 per share on the...
Declared Dividend • Aug 27Final dividend of AU$0.08 announcedDividend of AU$0.08 is the same as last year. Ex-date: 16th October 2025 Payment date: 4th November 2025 Dividend yield will be 4.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 26Full year 2025 earnings released: EPS: AU$0.21 (vs AU$0.23 in FY 2024)Full year 2025 results: EPS: AU$0.21 (down from AU$0.23 in FY 2024). Revenue: AU$744.8m (down 9.7% from FY 2024). Net income: AU$29.2m (down 6.5% from FY 2024). Profit margin: 3.9% (up from 3.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 25K&S Corporation Limited Announces Dividend for the Period of Six Months Ending June 30,2025, Payable on November 4, 2025K&S Corporation Limited announced dividend of AUD 0.08000000 for the period of six months ending June 30,2025. Ex date: October 16, 2025, Record date: October 17, 2025. Payment date: November 4, 2025.
お知らせ • Mar 27K&S Corporation Limited (ASX:KSC) announces an Equity Buyback.K&S Corporation Limited (ASX:KSC) announces a share repurchase program. Under the offer, the company will repurchase from the shareholders who hold less than AUD 500 worth of shares. The shares will be repurchased at AUD 3.601 per share. The repurchased shares will be cancelled. The record date for the offer is March 21, 2025. The offer will be valid till May 12, 2025.
Upcoming Dividend • Mar 16Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 20 March 2025. Payment date: 03 April 2025. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (2.9%).
Reported Earnings • Mar 03First half 2025 earnings released: EPS: AU$0.11 (vs AU$0.12 in 1H 2024)First half 2025 results: EPS: AU$0.11 (down from AU$0.12 in 1H 2024). Revenue: AU$390.6m (down 9.0% from 1H 2024). Net income: AU$16.1m (down 3.1% from 1H 2024). Profit margin: 4.1% (up from 3.9% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Feb 27First half dividend of AU$0.08 announcedShareholders will receive a dividend of AU$0.08. Ex-date: 20th March 2025 Payment date: 3rd April 2025 Dividend yield will be 4.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 18x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1,955% to bring the payout ratio under control, which is more than the 24% EPS growth achieved over the last 5 years.
New Risk • Feb 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 18x earnings per share. The company is paying a dividend despite having no free cash flows. Dividend yield: 5.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.2% to AU$3.29. The fair value is estimated to be AU$4.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 29%.
分析記事 • Oct 14K&S (ASX:KSC) Is Due To Pay A Dividend Of A$0.08The board of K&S Corporation Limited ( ASX:KSC ) has announced that it will pay a dividend on the 4th of November, with...
お知らせ • Oct 14+ 2 more updatesK&S Corporation Limited to Report Fiscal Year 2025 Final Results on Oct 13, 2025K&S Corporation Limited announced that they will report fiscal year 2025 final results on Oct 13, 2025
Upcoming Dividend • Oct 10Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 17 October 2024. Payment date: 04 November 2024. Payout ratio is on the higher end at 79% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (2.8%).
Board Change • Sep 01Insufficient 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. 3 highly experienced directors. Independent Non-Executive Director Rob Dalton was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Aug 29K&S (ASX:KSC) Is Paying Out A Dividend Of A$0.08K&S Corporation Limited ( ASX:KSC ) will pay a dividend of A$0.08 on the 4th of November. This makes the dividend yield...
Declared Dividend • Aug 29Final dividend of AU$0.08 announcedDividend of AU$0.08 is the same as last year. Ex-date: 17th October 2024 Payment date: 4th November 2024 Dividend yield will be 5.3%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (79% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 65% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 28Full year 2024 earnings released: EPS: AU$0.23 (vs AU$0.21 in FY 2023)Full year 2024 results: EPS: AU$0.23 (up from AU$0.21 in FY 2023). Revenue: AU$834.0m (down 1.8% from FY 2023). Net income: AU$31.2m (up 9.1% from FY 2023). Profit margin: 3.7% (up from 3.4% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Aug 27K&S Corporation Limited Declares Fully Franked Dividend for the Six Months Ended June 30, 2024, Payable on 4 November 2024K&S Corporation Limited announced ordinary fully franked ordinary dividend of AUD 0.08000000 per share for the six months ended June 30, 2024. Ex-date is October 17, 2024. Record date is October 18, 2024. Payment date is November 4, 2024.
分析記事 • May 01Here's Why K&S (ASX:KSC) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$2.91, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 17x in the Logistics industry in Oceania. Total returns to shareholders of 128% over the past three years.
分析記事 • Apr 11K&S (ASX:KSC) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Buy Or Sell Opportunity • Mar 21Now 23% undervaluedOver the last 90 days, the stock has risen 39% to AU$3.54. The fair value is estimated to be AU$4.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 16%.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to AU$3.85, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 16x in the Logistics industry in Oceania. Total returns to shareholders of 222% over the past three years.
Upcoming Dividend • Mar 14Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 03 April 2024. Payout ratio is on the higher end at 84%, and the cash payout ratio is above 100%. Trailing yield: 5.6%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (3.1%).
Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.12 (vs AU$0.12 in 1H 2023)First half 2024 results: EPS: AU$0.12 (up from AU$0.12 in 1H 2023). Revenue: AU$429.4m (down 2.4% from 1H 2023). Net income: AU$16.6m (up 8.1% from 1H 2023). Profit margin: 3.9% (up from 3.5% in 1H 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Feb 23First half dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 21st March 2024 Payment date: 3rd April 2024 Dividend yield will be 6.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 3.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Oct 11Upcoming dividend of AU$0.08 per share at 7.3% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 03 November 2023. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 7.3%. Within top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (3.3%).
お知らせ • Oct 10+ 3 more updatesK&S Corporation Limited, Annual General Meeting, Nov 26, 2024K&S Corporation Limited, Annual General Meeting, Nov 26, 2024.
分析記事 • Aug 27K&S (ASX:KSC) Has Announced That It Will Be Increasing Its Dividend To A$0.08The board of K&S Corporation Limited ( ASX:KSC ) has announced that it will be paying its dividend of A$0.08 on the 3rd...
Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.21 (vs AU$0.13 in FY 2022)Full year 2023 results: EPS: AU$0.21 (up from AU$0.13 in FY 2022). Revenue: AU$848.9m (up 9.4% from FY 2022). Net income: AU$28.6m (up 64% from FY 2022). Profit margin: 3.4% (up from 2.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 22K&S Corporation Limited Declares Fully Franked Dividend for the Six Months Ended June 30, 2023, Payable on 3 November 2023K&S Corporation Limited announced ordinary fully franked ordinary dividend of AUD 0.08000000 per share for the six months ended June 30, 2023. Ex-date is October 18, 2023. Record date is October 19, 2023. Payment date is November 3, 2023.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to AU$2.49, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 12x in the Logistics industry in Oceania. Total returns to shareholders of 99% over the past three years.
分析記事 • Apr 06We Think K&S (ASX:KSC) Can Manage Its Debt With EaseThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Mar 14Upcoming dividend of AU$0.10 per share at 7.9% yieldEligible shareholders must have bought the stock before 21 March 2023. Payment date: 03 April 2023. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 7.9%. Within top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (3.1%).
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$2.55, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 14x in the Logistics industry in Oceania. Total returns to shareholders of 89% over the past three years.
分析記事 • Feb 24K&S (ASX:KSC) Will Pay A Larger Dividend Than Last Year At A$0.10K&S Corporation Limited ( ASX:KSC ) will increase its dividend from last year's comparable payment on the 3rd of April...
Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.12 (vs AU$0.064 in 1H 2022)First half 2023 results: EPS: AU$0.12 (up from AU$0.064 in 1H 2022). Revenue: AU$439.7m (up 17% from 1H 2022). Net income: AU$15.4m (up 81% from 1H 2022). Profit margin: 3.5% (up from 2.3% in 1H 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.24, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 16x in the Logistics industry in Oceania. Total returns to shareholders of 69% over the past three years.
分析記事 • Dec 19Is K&S (ASX:KSC) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 22We Think Shareholders Are Less Likely To Approve A Large Pay Rise For K&S Corporation Limited's (ASX:KSC) CEO For NowUnder the guidance of CEO Paul Sarant, K&S Corporation Limited ( ASX:KSC ) has performed reasonably well recently. As...
分析記事 • Oct 17K&S (ASX:KSC) Will Pay A Larger Dividend Than Last Year At A$0.05K&S Corporation Limited's ( ASX:KSC ) dividend will be increasing from last year's payment of the same period to A$0.05...
お知らせ • Oct 14+ 3 more updatesK&S Corporation Limited, Annual General Meeting, Nov 28, 2023K&S Corporation Limited, Annual General Meeting, Nov 28, 2023.
Upcoming Dividend • Oct 11Upcoming dividend of AU$0.05 per shareEligible shareholders must have bought the stock before 18 October 2022. Payment date: 03 November 2022. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (3.0%).
Buying Opportunity • Sep 26Now 27% undervaluedOver the last 90 days, the stock is up 9.7%. The fair value is estimated to be AU$2.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Earnings per share has grown by 47%.
分析記事 • Aug 28K&S' (ASX:KSC) Upcoming Dividend Will Be Larger Than Last Year'sK&S Corporation Limited ( ASX:KSC ) will increase its dividend from last year's comparable payment on the 3rd of...
Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.13 (vs AU$0.14 in FY 2021)Full year 2022 results: EPS: AU$0.13 (down from AU$0.14 in FY 2021). Revenue: AU$783.7m (up 13% from FY 2021). Net income: AU$17.4m (down 3.9% from FY 2021). Profit margin: 2.2% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Aug 25K&S Corporation Limited Declares Final Dividend for the Year Ended 30 June 2022, Payable on 3 November 2022K&S Corporation Limited declares final dividend of 5.0 cents for the year ended 30 June 2022, payable on 3 November 2022. Record date for determining entitlements to the dividend 19 October 2022.
Upcoming Dividend • Mar 14Upcoming dividend of AU$0.045 per shareEligible shareholders must have bought the stock before 21 March 2022. Payment date: 01 April 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (5.8%). Higher than average of industry peers (1.5%).
分析記事 • Feb 24K&S' (ASX:KSC) Upcoming Dividend Will Be Larger Than Last Year'sK&S Corporation Limited ( ASX:KSC ) has announced that it will be increasing its dividend on the 1st of April to...
Reported Earnings • Feb 23First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.064 (down from AU$0.14 in 1H 2021). Revenue: AU$374.7m (up 3.7% from 1H 2021). Net income: AU$8.47m (down 51% from 1H 2021). Profit margin: 2.3% (down from 4.7% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 22K&S Corporation Limited Announces Ordinary Interim Dividend for the Six Months Ended December 31, 2021, Payable on April 1, 2022K&S Corporation Limited announced the ordinary interim dividend of 4.5 cents per share for the six months ended December 31, 2021. The dividend will be payable on April 1, 2022, with a record date of March 22, 2022.
分析記事 • Nov 10K&S (ASX:KSC) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Oct 11Upcoming dividend of AU$0.035 per shareEligible shareholders must have bought the stock before 18 October 2021. Payment date: 03 November 2021. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (5.3%). Higher than average of industry peers (1.6%).
分析記事 • Sep 24K&S (ASX:KSC) Is Increasing Its Dividend To AU$0.035K&S Corporation Limited ( ASX:KSC ) will increase its dividend on the 3rd of November to AU$0.035. This takes the...
分析記事 • Sep 10K&S (ASX:KSC) Has Announced That It Will Be Increasing Its Dividend To AU$0.035K&S Corporation Limited ( ASX:KSC ) has announced that it will be increasing its dividend on the 3rd of November to...
分析記事 • Aug 27K&S (ASX:KSC) Has Announced That It Will Be Increasing Its Dividend To AU$0.035K&S Corporation Limited's ( ASX:KSC ) dividend will be increasing to AU$0.035 on 3rd of November. This makes the...
Reported Earnings • Aug 27Full year 2021 earnings released: EPS AU$0.14 (vs AU$0.087 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$692.0m (down 13% from FY 2020). Net income: AU$18.1m (up 63% from FY 2020). Profit margin: 2.6% (up from 1.4% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
分析記事 • May 24Is K&S (ASX:KSC) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Feb 24K&S Corporation Limited Provides Update on the Earnings Guidance for the Second Half of 2020K&S Corporation Limited providing specific earnings guidance for the second half remains difficult, particularly having regard to the uncertainties created by COVID-19. It is not possible to predict with any certainty the extent or duration of COVID-19 related impacts on the Australian and New Zealand economies or upon the Group itself.
分析記事 • Feb 11K&S' (ASX:KSC) Earnings Are Growing But Is There More To The Story?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
Is New 90 Day High Low • Feb 08New 90-day high: AU$1.57The company is up 24% from its price of AU$1.27 on 03 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 21% over the same period.
分析記事 • Jan 16The Trends At K&S (ASX:KSC) That You Should Know AboutThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 • Dec 29K&S' (ASX:KSC) Stock Price Has Reduced 13% In The Past Three YearsWhile not a mind-blowing move, it is good to see that the K&S Corporation Limited ( ASX:KSC ) share price has gained...
Is New 90 Day High Low • Dec 29New 90-day high: AU$1.49The company is up 15% from its price of AU$1.29 on 30 September 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 37% over the same period.
分析記事 • Dec 14What Can We Conclude About K&S' (ASX:KSC) CEO Pay?This article will reflect on the compensation paid to Paul Sarant who has served as CEO of K&S Corporation Limited...
Is New 90 Day High Low • Dec 07New 90-day high: AU$1.41The company is up 15% from its price of AU$1.23 on 08 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 31% over the same period.
Upcoming Dividend • Oct 12Upcoming Dividend of AU$0.03 Per ShareWill be paid on the 3rd of November to those who are registered shareholders by the 19th of October. The trailing yield of 4.6% is below the top quartile of Australian dividend payers (5.5%), but it is higher than industry peers (1.6%).
お知らせ • Jul 18K&S Corporation Limited to Report Fiscal Year 2020 Results on Aug 28, 2020K&S Corporation Limited announced that they will report fiscal year 2020 results at 3:55 AM, GMT Standard Time on Aug 28, 2020
