View ValuationSmartgroup 将来の成長Future 基準チェック /26Smartgroup利益と収益がそれぞれ年間5.7%と3.8%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30.8% 5%なると予測されています。主要情報5.7%収益成長率4.98%EPS成長率Professional Services 収益成長12.3%収益成長率3.8%将来の株主資本利益率30.77%アナリストカバレッジGood最終更新日19 Aug 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBuy Or Sell Opportunity • Aug 14Now 21% undervaluedOver the last 90 days, the stock has risen 15% to €7.80. The fair value is estimated to be €9.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.お知らせ • Jul 27Smartgroup Corporation Ltd to Report First Half, 2026 Results on Aug 27, 2026Smartgroup Corporation Ltd announced that they will report first half, 2026 results on Aug 27, 2026Buy Or Sell Opportunity • Jul 23Now 21% undervaluedOver the last 90 days, the stock has risen 46% to €7.75. The fair value is estimated to be €9.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.Buy Or Sell Opportunity • Jul 06Now 20% undervaluedOver the last 90 days, the stock has risen 50% to €7.60. The fair value is estimated to be €9.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.New Risk • May 29New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €6.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (97% cash payout ratio). Significant insider selling over the past 3 months (€6.6m sold).お知らせ • May 21Smartgroup Corporation Ltd (ASX:SIQ) announces an Equity Buyback for AUD 20 million worth of its shares.Smartgroup Corporation Ltd (ASX:SIQ) announces a share repurchase program. Under the program, the company will repurchase up to A$20 million of ordinary shares. The source of funds is existing cash reserves, including proceeds from the sale of the self-funded fleet portfolio. The program will be executed on June 3, 2027. As of May 20, 2026, the company has 137,398,556 issued shares.お知らせ • Mar 09Smartgroup Corporation Ltd, Annual General Meeting, May 20, 2026Smartgroup Corporation Ltd, Annual General Meeting, May 20, 2026.お知らせ • Feb 26+ 1 more updateSmartgroup Corporation Ltd Announces Fully Franked Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on March 20, 2026Smartgroup Corporation Ltd. announced fully franked ordinary dividend of AUD 0.21500000 for the six months ended December 31, 2025, payable on March 20, 2026. Ex date is March 5, 2026 and Record date is March 6, 2026.お知らせ • Feb 17Smartgroup Corporation Limited Appoints Paul Rogan as Independent Non-Executive Director, Effective March 2, 2026Smartgroup Corporation Limited announced that it has appointed Mr. Paul Rogan as an independent non-executive director effective from March 2, 2026. Paul is an experienced company director and senior financial services executive. He is currently Chair and Non-Executive Director of HUB24 Limited, and a Non-Executive Director of IDP Education Limited and Raiz Invest Limited. He is also Chair and Non-Executive Director of Household Capital Pty Ltd, a leading provider of equity/wealth release finance to senior Australians. Paul has over 25 years’ leadership experience across finance, strategy, risk and product distribution. His executive career includes senior roles at Challenger, National Australia Bank, and MLC both in Australia and the United Kingdom. He has also founded fintech businesses servicing the retiree consumer segment, bringing deep expertise in digital-first growth and customer-centric platforms.お知らせ • Jan 29Smartgroup Reportedly Mulls Scrip Merger for Rival FleetPartners as PEP CirclesSmartgroup Corporation Ltd. (ASX:SIQ) is believed to be assessing a potential scrip merger of rival FleetPartners Group Limited (ASX:FPR), say sources. It comes after the $600 million FleetPartners has been in the crosshairs of private equity firm Pacific Equity Partners, which has not thought to have given up its aspirations of owning the company since last year. PEP bought SG Fleet in 2024 for $1.2bn and for the Sydney-based private equity firm there are major synergies in owning both. But the private-equity interest has prompted Smartgroup to dust off its file on its competitor, and it is believed to be working with investment bank Macquarie Capital to determine if it can put forward a proposal to buy the business with its scrip. The Smartgroup share price is up over 8% in the past year, whereas FleetPartners is down 1.4%. However, some believe it faces an uphill battle trumping PEP if it lobs a cash bid. Smartgroup is run by Scott Wharton, who previously worked as an executive at Star Entertainment, and is known to have been eager to embark on acquisitions. Smartgroup declined to comment on the speculation.お知らせ • Jan 21Smartgroup Corporation Ltd to Report Fiscal Year 2025 Results on Feb 26, 2026Smartgroup Corporation Ltd announced that they will report fiscal year 2025 results on Feb 26, 2026お知らせ • Aug 30Smartgroup Corporation Ltd Declares Interim Dividend for the Half Year Ended June 30, 2025, Payable on September 23, 2025On 27 August 2025, the Directors of Smartgroup Corporation Ltd. declared a fully franked dividend of 19.5 cents per ordinary share for the half year ended June 30, 2025. The record date is 9 September 2025 and the dividend will be paid on 23 September 2025. This dividend has not been included as a liability in these half year financial statements. The total estimated dividend to be paid is $26,500,000.業績と収益の成長予測DB:SW8 - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028384104108124812/31/202737097101116812/31/20263498897111812/31/2025329797298N/A9/30/2025323797496N/A6/30/2025316797694N/A3/31/2025311786386N/A12/31/2024306764978N/A9/30/2024295714975N/A6/30/2024283674872N/A3/31/2024268655269N/A12/31/2023252625665N/A9/30/2023240595160N/A6/30/2023228574555N/A3/31/2023226584861N/A12/31/2022225595166N/A9/30/2022225615065N/A6/30/2022226634864N/A3/31/2022224615567N/A12/31/2021222596169N/A9/30/2021218556872N/A6/30/2021214517475N/A3/31/2021215466566N/A12/31/2020216415557N/A9/30/2020226456872N/A6/30/2020235488187N/A3/31/2020243558995N/A12/31/20192506197103N/A9/30/201924761N/A91N/A6/30/201924561N/A79N/A3/31/201924360N/A67N/A12/31/201824259N/A54N/A9/30/201823656N/A57N/A6/30/201823054N/A59N/A3/31/201821847N/A64N/A12/31/201720541N/A69N/A9/30/201719539N/A62N/A6/30/201718536N/A56N/A3/31/201716734N/A50N/A12/31/201614833N/A45N/A9/30/201612829N/A39N/A6/30/201610824N/A32N/A3/31/201610022N/A29N/A12/31/20159220N/A25N/A9/30/20158717N/A21N/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: SW8の予測収益成長率 (年間5.7% ) は 貯蓄率 ( 2.1% ) を上回っています。収益対市場: SW8の収益 ( 5.7% ) German市場 ( 15.2% ) よりも低い成長が予測されています。高成長収益: SW8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: SW8の収益 ( 3.8% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: SW8の収益 ( 3.8% ) 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: SW8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 ( 30.8 %)成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/20 16:29終値2026/08/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Smartgroup Corporation Ltd 8 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。11 アナリスト機関Hayden NicholsonBell PotterAndrew HodgeCanaccord GenuityMatthew NicholasCGS International8 その他のアナリストを表示
Buy Or Sell Opportunity • Aug 14Now 21% undervaluedOver the last 90 days, the stock has risen 15% to €7.80. The fair value is estimated to be €9.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
お知らせ • Jul 27Smartgroup Corporation Ltd to Report First Half, 2026 Results on Aug 27, 2026Smartgroup Corporation Ltd announced that they will report first half, 2026 results on Aug 27, 2026
Buy Or Sell Opportunity • Jul 23Now 21% undervaluedOver the last 90 days, the stock has risen 46% to €7.75. The fair value is estimated to be €9.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
Buy Or Sell Opportunity • Jul 06Now 20% undervaluedOver the last 90 days, the stock has risen 50% to €7.60. The fair value is estimated to be €9.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
New Risk • May 29New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €6.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (97% cash payout ratio). Significant insider selling over the past 3 months (€6.6m sold).
お知らせ • May 21Smartgroup Corporation Ltd (ASX:SIQ) announces an Equity Buyback for AUD 20 million worth of its shares.Smartgroup Corporation Ltd (ASX:SIQ) announces a share repurchase program. Under the program, the company will repurchase up to A$20 million of ordinary shares. The source of funds is existing cash reserves, including proceeds from the sale of the self-funded fleet portfolio. The program will be executed on June 3, 2027. As of May 20, 2026, the company has 137,398,556 issued shares.
お知らせ • Mar 09Smartgroup Corporation Ltd, Annual General Meeting, May 20, 2026Smartgroup Corporation Ltd, Annual General Meeting, May 20, 2026.
お知らせ • Feb 26+ 1 more updateSmartgroup Corporation Ltd Announces Fully Franked Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on March 20, 2026Smartgroup Corporation Ltd. announced fully franked ordinary dividend of AUD 0.21500000 for the six months ended December 31, 2025, payable on March 20, 2026. Ex date is March 5, 2026 and Record date is March 6, 2026.
お知らせ • Feb 17Smartgroup Corporation Limited Appoints Paul Rogan as Independent Non-Executive Director, Effective March 2, 2026Smartgroup Corporation Limited announced that it has appointed Mr. Paul Rogan as an independent non-executive director effective from March 2, 2026. Paul is an experienced company director and senior financial services executive. He is currently Chair and Non-Executive Director of HUB24 Limited, and a Non-Executive Director of IDP Education Limited and Raiz Invest Limited. He is also Chair and Non-Executive Director of Household Capital Pty Ltd, a leading provider of equity/wealth release finance to senior Australians. Paul has over 25 years’ leadership experience across finance, strategy, risk and product distribution. His executive career includes senior roles at Challenger, National Australia Bank, and MLC both in Australia and the United Kingdom. He has also founded fintech businesses servicing the retiree consumer segment, bringing deep expertise in digital-first growth and customer-centric platforms.
お知らせ • Jan 29Smartgroup Reportedly Mulls Scrip Merger for Rival FleetPartners as PEP CirclesSmartgroup Corporation Ltd. (ASX:SIQ) is believed to be assessing a potential scrip merger of rival FleetPartners Group Limited (ASX:FPR), say sources. It comes after the $600 million FleetPartners has been in the crosshairs of private equity firm Pacific Equity Partners, which has not thought to have given up its aspirations of owning the company since last year. PEP bought SG Fleet in 2024 for $1.2bn and for the Sydney-based private equity firm there are major synergies in owning both. But the private-equity interest has prompted Smartgroup to dust off its file on its competitor, and it is believed to be working with investment bank Macquarie Capital to determine if it can put forward a proposal to buy the business with its scrip. The Smartgroup share price is up over 8% in the past year, whereas FleetPartners is down 1.4%. However, some believe it faces an uphill battle trumping PEP if it lobs a cash bid. Smartgroup is run by Scott Wharton, who previously worked as an executive at Star Entertainment, and is known to have been eager to embark on acquisitions. Smartgroup declined to comment on the speculation.
お知らせ • Jan 21Smartgroup Corporation Ltd to Report Fiscal Year 2025 Results on Feb 26, 2026Smartgroup Corporation Ltd announced that they will report fiscal year 2025 results on Feb 26, 2026
お知らせ • Aug 30Smartgroup Corporation Ltd Declares Interim Dividend for the Half Year Ended June 30, 2025, Payable on September 23, 2025On 27 August 2025, the Directors of Smartgroup Corporation Ltd. declared a fully franked dividend of 19.5 cents per ordinary share for the half year ended June 30, 2025. The record date is 9 September 2025 and the dividend will be paid on 23 September 2025. This dividend has not been included as a liability in these half year financial statements. The total estimated dividend to be paid is $26,500,000.