View ValuationIDP Education 将来の成長Future 基準チェック /46IDP Education利益と収益がそれぞれ年間36.7%と6.4%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20.5% 41.8%なると予測されています。主要情報36.7%収益成長率41.75%EPS成長率Consumer Services 収益成長15.6%収益成長率6.4%将来の株主資本利益率20.46%アナリストカバレッジGood最終更新日15 May 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 updatesお知らせ • Feb 26IDP Education Limited Announces Distribution for the Six Months Ended December 31, 2025, Payable on March 26, 2026IDP Education Limited announced distribution of AUD 0.03000000 per security for the six months ended December 31, 2025, payable on March 26, 2026. Ex-date is March 4, 2026. Record date is March 5, 2026.お知らせ • Oct 24+ 1 more updateIDP Education Limited to Report Fiscal Year 2026 Results on Aug 20, 2026IDP Education Limited announced that they will report fiscal year 2026 results on Aug 20, 2026お知らせ • Sep 22IDP Education Limited(ASX:IEL) dropped from FTSE All-World Index (USD)IDP Education Limited(ASX:IEL) dropped from FTSE All-World Index (USD)お知らせ • Sep 15IDP Education Limited, Annual General Meeting, Oct 21, 2025IDP Education Limited, Annual General Meeting, Oct 21, 2025.お知らせ • Mar 01Idp Education Limited Announces Ordinary Dividend for Period of Six Months Ended December 31, 2024, Payable on March 27, 2025IDP Education Limited announces ordinary dividend of AUD 0.09 per security for period of six months ended December 31, 2024, Payable on March 27, 2025. Record date is March 6, 2025. Ex date is March 5, 2025.お知らせ • Oct 31+ 1 more updateIDP Education Limited to Report Fiscal Year 2025 Results on Aug 28, 2025IDP Education Limited announced that they will report fiscal year 2025 results on Aug 28, 2025Reported Earnings • Aug 30Full year 2024 earnings released: EPS: AU$0.48 (vs AU$0.53 in FY 2023)Full year 2024 results: EPS: AU$0.48 (down from AU$0.53 in FY 2023). Revenue: AU$1.04b (up 5.6% from FY 2023). Net income: AU$132.7m (down 11% from FY 2023). Profit margin: 13% (down from 15% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Jun 08IDP Education Limited to Report Fiscal Year 2024 Results on Aug 29, 2024IDP Education Limited announced that they will report fiscal year 2024 results on Aug 29, 2024Upcoming Dividend • Feb 29Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 27 March 2024. Payout ratio and cash payout ratio are on the higher end at 77% and 93% respectively. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (2.7%).Declared Dividend • Feb 16First half dividend of AU$0.25 announcedShareholders will receive a dividend of AU$0.25. Ex-date: 7th March 2024 Payment date: 27th March 2024 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 33% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 16First half 2024 earnings released: EPS: AU$0.35 (vs AU$0.29 in 1H 2023)First half 2024 results: EPS: AU$0.35 (up from AU$0.29 in 1H 2023). Revenue: AU$579.1m (up 15% from 1H 2023). Net income: AU$97.2m (up 19% from 1H 2023). Profit margin: 17% (in line with 1H 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Feb 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €11.70. The fair value is estimated to be €14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Jan 19IDP Education Limited to Report First Half, 2024 Results on Feb 14, 2024IDP Education Limited announced that they will report first half, 2024 results on Feb 14, 2024お知らせ • Dec 13IDP Education Limited Announces Resignation of Murray Walton as Chief Financial OfficerIDP Education Limited announced that its Chief Financial Officer (CFO), Mr. Murray Walton, will step down from his current role in March 2024, after 14 years in the position. Walton joined IDP as its CFO and Company Secretary in March 2010 and has overseen a period of significant expansion and transformation for the Company. Mr. Walton also acted as the Company's Interim Chief Executive Officer from September 2022 to February 2023. During his time as CFO Mr. Walton has played a key role in IDP's success including: Conducting an Initial Public Offering (IPO) and listing on the ASX. Expanding its operations into 56 countries. Developing and implementing the corporate governance framework required to support the listing and growth. Significant growth in financial indicators culminating in a record FY23 revenue of $982 million with adjusted EBIT growth of 40% to $228 million.お知らせ • Oct 29IDP Education Limited, Annual General Meeting, Oct 15, 2024IDP Education Limited, Annual General Meeting, Oct 15, 2024, at 10:00 AUS Eastern Standard Time.Buying Opportunity • Sep 21Now 21% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be €17.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Upcoming Dividend • Aug 28Upcoming dividend of AU$0.20 per share at 1.6% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 28 September 2023. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.9%).お知らせ • Aug 23+ 1 more updateIDP Education Limited Announces Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 28, 2023IDP Education Limited announced ordinary dividend of AUD 0.2000 per share for the six months ended June 30, 2023. Dividend payable on September 28, 2023, record date of September 5, 2023 and ex-date of September 4, 2023.Reported Earnings • Aug 23Full year 2023 earnings releasedFull year 2023 results: Revenue: AU$981.9m (up 24% from FY 2022). Net income: AU$154.2m (up 50% from FY 2022). Profit margin: 16% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Services industry in Europe.お知らせ • Jul 07IDP Education Limited to Report Fiscal Year 2023 Results on Aug 23, 2023IDP Education Limited announced that they will report fiscal year 2023 results on Aug 23, 2023Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €13.00, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 16x in the Consumer Services industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.86 per share.お知らせ • May 23IDP Education Limited (ASX:IEL) acquired 100% stake in The Ambassador Platform Ltd for £9 million.IDP Education Limited (ASX:IEL) acquired 100% stake in The Ambassador Platform Ltd for £9 million on May 23, 2023. The total consideration for the acquisition will be up to £9 million which IDP will fund through its existing cash balance. The announcement was authorized by a sub-committee of the IDP Board of Directors. IDP Education Limited (ASX:IEL) completed the acquisition of 100% stake in The Ambassador Platform Ltd on May 23, 2023.お知らせ • May 09IDP Education Limited, Annual General Meeting, Oct 17, 2023IDP Education Limited, Annual General Meeting, Oct 17, 2023, at 10:01 E. Australia Standard Time. Location: Assembly Room I & II, Level 5, Events Centre, Level 5, Collins Square, 727 Collins Street Docklands AustraliaUpcoming Dividend • Mar 02Upcoming dividend of AU$0.21 per share at 1.5% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.29 (vs AU$0.18 in 1H 2022)First half 2023 results: EPS: AU$0.29 (up from AU$0.18 in 1H 2022). Revenue: AU$501.8m (up 27% from 1H 2022). Net income: AU$82.0m (up 61% from 1H 2022). Profit margin: 16% (up from 13% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14+ 1 more updateIDP Education Limited Announces Chief Executive Office ChangesIDP Education Limited announced that as announced on 10 August 2022, Tennealle O'Shannessy has been appointed as IDP's Chief Executive Officer. Ms. O'Shannessy commences in the role 13 February, 2023. IDP's Board of Directors would like to thank Murray Walton, IDP's Chief Financial Officer, who held the role of interim CEO from 9 September 2022. Mr. Walton will continue in his role as IDP's CFO.お知らせ • Dec 08IDP Education Limited to Report Q2, 2023 Results on Feb 23, 2023IDP Education Limited announced that they will report Q2, 2023 results on Feb 23, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Executive Director Michelle Tredenick was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.14 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.37 (vs AU$0.14 in FY 2021)Full year 2022 results: EPS: AU$0.37 (up from AU$0.14 in FY 2021). Revenue: AU$793.3m (up 50% from FY 2021). Net income: AU$102.6m (up 159% from FY 2021). Profit margin: 13% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 22% growth forecast for the Consumer Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Colin Stirling was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Feb 24Upcoming dividend of AU$0.14 per shareEligible shareholders must have bought the stock before 03 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (2.5%).Reported Earnings • Feb 11First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.18 (up from AU$0.11 in 1H 2021). Revenue: AU$396.8m (up 48% from 1H 2021). Net income: AU$50.9m (up 67% from 1H 2021). Profit margin: 13% (up from 11% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 42%, compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.Recent Insider Transactions • Oct 07Independent Non-Executive Chairman recently sold €58k worth of stockOn the 30th of September, Peter Polson sold around 3k shares on-market at roughly €20.71 per share. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. This was Peter's only on-market trade for the last 12 months.Recent Insider Transactions • Sep 14MD, CEO & Director recently sold €3.0m worth of stockOn the 7th of September, Andrew Barkla sold around 150k shares on-market at roughly €20.33 per share. This was the largest sale by an insider in the last 3 months. This was Andrew's only on-market trade for the last 12 months.Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.14 (vs AU$0.26 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$528.7m (down 9.9% from FY 2020). Net income: AU$39.7m (down 42% from FY 2020). Profit margin: 7.5% (down from 12% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 25New 90-day high: €17.10The company is up 12% from its price of €15.30 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.23 per share.Is New 90 Day High Low • Feb 09New 90-day high: €15.70The company is up 17% from its price of €13.40 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.37 per share.Is New 90 Day High Low • Nov 19New 90-day high: €14.60The company is up 33% from its price of €11.00 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.45 per share.Is New 90 Day High Low • Oct 29New 90-day high: €12.20The company is up 51% from its price of €8.10 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.63 per share.業績と収益の成長予測DB:03F - 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6/30/2028994114158173126/30/202790585151154136/30/20268515063541312/31/2025860170120N/A9/30/20258712371126N/A6/30/20258824572133N/A3/31/20259177774130N/A12/31/202494210277127N/A9/30/202499011770122N/A6/30/20241,03713364118N/A3/31/20241,04814893144N/A12/31/20231,059164123171N/A9/30/20231,021156127170N/A6/30/2023982149131170N/A3/31/202394014189127N/A12/31/20228981344784N/A9/30/202284611879112N/A6/30/2022793103111141N/A3/31/202272581114140N/A12/31/202165660116140N/A9/30/202159350107129N/A6/30/20215294097117N/A3/31/2021503407692N/A12/31/2020477415468N/A9/30/2020532545571N/A6/30/2020587685675N/A3/31/2020630767092N/A12/31/20196738483109N/A9/30/201963575N/A92N/A6/30/201959867N/A75N/A3/31/201957464N/A79N/A12/31/201854962N/A84N/A9/30/201851857N/A79N/A6/30/201848752N/A75N/A3/31/201846750N/A70N/A12/31/201744648N/A65N/A9/30/201742045N/A62N/A6/30/201739442N/A59N/A3/31/201738243N/A49N/A12/31/201637044N/A39N/A9/30/201636642N/A41N/A6/30/201636240N/A44N/A3/31/201635437N/A46N/A12/31/201534635N/A47N/A9/30/201532833N/A46N/A6/30/201531031N/A44N/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: 03Fの予測収益成長率 (年間36.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 03Fの収益 ( 36.7% ) はGerman市場 ( 17.1% ) 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: 03Fの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 03Fの収益 ( 6.4% ) 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: 03Fの収益 ( 6.4% ) 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: 03F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 ( 20.5 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-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2026/05/22 09:49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IDP Education Limited 13 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。20 アナリスト機関Piers FlanaganBarrenjoey Markets Pty LimitedJosh KannourakisBarrenjoey Markets Pty LimitedSriharsh SinghBofA Global Research17 その他のアナリストを表示
お知らせ • Feb 26IDP Education Limited Announces Distribution for the Six Months Ended December 31, 2025, Payable on March 26, 2026IDP Education Limited announced distribution of AUD 0.03000000 per security for the six months ended December 31, 2025, payable on March 26, 2026. Ex-date is March 4, 2026. Record date is March 5, 2026.
お知らせ • Oct 24+ 1 more updateIDP Education Limited to Report Fiscal Year 2026 Results on Aug 20, 2026IDP Education Limited announced that they will report fiscal year 2026 results on Aug 20, 2026
お知らせ • Sep 22IDP Education Limited(ASX:IEL) dropped from FTSE All-World Index (USD)IDP Education Limited(ASX:IEL) dropped from FTSE All-World Index (USD)
お知らせ • Sep 15IDP Education Limited, Annual General Meeting, Oct 21, 2025IDP Education Limited, Annual General Meeting, Oct 21, 2025.
お知らせ • Mar 01Idp Education Limited Announces Ordinary Dividend for Period of Six Months Ended December 31, 2024, Payable on March 27, 2025IDP Education Limited announces ordinary dividend of AUD 0.09 per security for period of six months ended December 31, 2024, Payable on March 27, 2025. Record date is March 6, 2025. Ex date is March 5, 2025.
お知らせ • Oct 31+ 1 more updateIDP Education Limited to Report Fiscal Year 2025 Results on Aug 28, 2025IDP Education Limited announced that they will report fiscal year 2025 results on Aug 28, 2025
Reported Earnings • Aug 30Full year 2024 earnings released: EPS: AU$0.48 (vs AU$0.53 in FY 2023)Full year 2024 results: EPS: AU$0.48 (down from AU$0.53 in FY 2023). Revenue: AU$1.04b (up 5.6% from FY 2023). Net income: AU$132.7m (down 11% from FY 2023). Profit margin: 13% (down from 15% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Jun 08IDP Education Limited to Report Fiscal Year 2024 Results on Aug 29, 2024IDP Education Limited announced that they will report fiscal year 2024 results on Aug 29, 2024
Upcoming Dividend • Feb 29Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 27 March 2024. Payout ratio and cash payout ratio are on the higher end at 77% and 93% respectively. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (2.7%).
Declared Dividend • Feb 16First half dividend of AU$0.25 announcedShareholders will receive a dividend of AU$0.25. Ex-date: 7th March 2024 Payment date: 27th March 2024 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 33% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 16First half 2024 earnings released: EPS: AU$0.35 (vs AU$0.29 in 1H 2023)First half 2024 results: EPS: AU$0.35 (up from AU$0.29 in 1H 2023). Revenue: AU$579.1m (up 15% from 1H 2023). Net income: AU$97.2m (up 19% from 1H 2023). Profit margin: 17% (in line with 1H 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Feb 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €11.70. The fair value is estimated to be €14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Jan 19IDP Education Limited to Report First Half, 2024 Results on Feb 14, 2024IDP Education Limited announced that they will report first half, 2024 results on Feb 14, 2024
お知らせ • Dec 13IDP Education Limited Announces Resignation of Murray Walton as Chief Financial OfficerIDP Education Limited announced that its Chief Financial Officer (CFO), Mr. Murray Walton, will step down from his current role in March 2024, after 14 years in the position. Walton joined IDP as its CFO and Company Secretary in March 2010 and has overseen a period of significant expansion and transformation for the Company. Mr. Walton also acted as the Company's Interim Chief Executive Officer from September 2022 to February 2023. During his time as CFO Mr. Walton has played a key role in IDP's success including: Conducting an Initial Public Offering (IPO) and listing on the ASX. Expanding its operations into 56 countries. Developing and implementing the corporate governance framework required to support the listing and growth. Significant growth in financial indicators culminating in a record FY23 revenue of $982 million with adjusted EBIT growth of 40% to $228 million.
お知らせ • Oct 29IDP Education Limited, Annual General Meeting, Oct 15, 2024IDP Education Limited, Annual General Meeting, Oct 15, 2024, at 10:00 AUS Eastern Standard Time.
Buying Opportunity • Sep 21Now 21% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be €17.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Upcoming Dividend • Aug 28Upcoming dividend of AU$0.20 per share at 1.6% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 28 September 2023. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.9%).
お知らせ • Aug 23+ 1 more updateIDP Education Limited Announces Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 28, 2023IDP Education Limited announced ordinary dividend of AUD 0.2000 per share for the six months ended June 30, 2023. Dividend payable on September 28, 2023, record date of September 5, 2023 and ex-date of September 4, 2023.
Reported Earnings • Aug 23Full year 2023 earnings releasedFull year 2023 results: Revenue: AU$981.9m (up 24% from FY 2022). Net income: AU$154.2m (up 50% from FY 2022). Profit margin: 16% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Services industry in Europe.
お知らせ • Jul 07IDP Education Limited to Report Fiscal Year 2023 Results on Aug 23, 2023IDP Education Limited announced that they will report fiscal year 2023 results on Aug 23, 2023
Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €13.00, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 16x in the Consumer Services industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.86 per share.
お知らせ • May 23IDP Education Limited (ASX:IEL) acquired 100% stake in The Ambassador Platform Ltd for £9 million.IDP Education Limited (ASX:IEL) acquired 100% stake in The Ambassador Platform Ltd for £9 million on May 23, 2023. The total consideration for the acquisition will be up to £9 million which IDP will fund through its existing cash balance. The announcement was authorized by a sub-committee of the IDP Board of Directors. IDP Education Limited (ASX:IEL) completed the acquisition of 100% stake in The Ambassador Platform Ltd on May 23, 2023.
お知らせ • May 09IDP Education Limited, Annual General Meeting, Oct 17, 2023IDP Education Limited, Annual General Meeting, Oct 17, 2023, at 10:01 E. Australia Standard Time. Location: Assembly Room I & II, Level 5, Events Centre, Level 5, Collins Square, 727 Collins Street Docklands Australia
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.21 per share at 1.5% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).
Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.29 (vs AU$0.18 in 1H 2022)First half 2023 results: EPS: AU$0.29 (up from AU$0.18 in 1H 2022). Revenue: AU$501.8m (up 27% from 1H 2022). Net income: AU$82.0m (up 61% from 1H 2022). Profit margin: 16% (up from 13% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14+ 1 more updateIDP Education Limited Announces Chief Executive Office ChangesIDP Education Limited announced that as announced on 10 August 2022, Tennealle O'Shannessy has been appointed as IDP's Chief Executive Officer. Ms. O'Shannessy commences in the role 13 February, 2023. IDP's Board of Directors would like to thank Murray Walton, IDP's Chief Financial Officer, who held the role of interim CEO from 9 September 2022. Mr. Walton will continue in his role as IDP's CFO.
お知らせ • Dec 08IDP Education Limited to Report Q2, 2023 Results on Feb 23, 2023IDP Education Limited announced that they will report Q2, 2023 results on Feb 23, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Executive Director Michelle Tredenick was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.14 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.37 (vs AU$0.14 in FY 2021)Full year 2022 results: EPS: AU$0.37 (up from AU$0.14 in FY 2021). Revenue: AU$793.3m (up 50% from FY 2021). Net income: AU$102.6m (up 159% from FY 2021). Profit margin: 13% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 22% growth forecast for the Consumer Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Colin Stirling was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Feb 24Upcoming dividend of AU$0.14 per shareEligible shareholders must have bought the stock before 03 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (2.5%).
Reported Earnings • Feb 11First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.18 (up from AU$0.11 in 1H 2021). Revenue: AU$396.8m (up 48% from 1H 2021). Net income: AU$50.9m (up 67% from 1H 2021). Profit margin: 13% (up from 11% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 42%, compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Oct 07Independent Non-Executive Chairman recently sold €58k worth of stockOn the 30th of September, Peter Polson sold around 3k shares on-market at roughly €20.71 per share. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. This was Peter's only on-market trade for the last 12 months.
Recent Insider Transactions • Sep 14MD, CEO & Director recently sold €3.0m worth of stockOn the 7th of September, Andrew Barkla sold around 150k shares on-market at roughly €20.33 per share. This was the largest sale by an insider in the last 3 months. This was Andrew's only on-market trade for the last 12 months.
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.14 (vs AU$0.26 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$528.7m (down 9.9% from FY 2020). Net income: AU$39.7m (down 42% from FY 2020). Profit margin: 7.5% (down from 12% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 25New 90-day high: €17.10The company is up 12% from its price of €15.30 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.23 per share.
Is New 90 Day High Low • Feb 09New 90-day high: €15.70The company is up 17% from its price of €13.40 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.37 per share.
Is New 90 Day High Low • Nov 19New 90-day high: €14.60The company is up 33% from its price of €11.00 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.45 per share.
Is New 90 Day High Low • Oct 29New 90-day high: €12.20The company is up 51% from its price of €8.10 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.63 per share.