View ValuationJumbo Interactive 将来の成長Future 基準チェック /36Jumbo Interactive利益と収益がそれぞれ年間14.7%と13.2%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33.6% 12.6%なると予測されています。主要情報14.7%収益成長率12.57%EPS成長率Hospitality 収益成長55.8%収益成長率13.2%将来の株主資本利益率33.56%アナリストカバレッジGood最終更新日18 Apr 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 25Jumbo Interactive Limited Declares Fully Franked Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on March 18, 2026Jumbo Interactive Limited announced fully franked ordinary dividend of AUD 0.12000000 per share for the six months ended December 31, 2025. The dividend is payable on March 18, 2026 with record date of March 4, 2026 and ex-date of March 3, 2026.お知らせ • Feb 04Jumbo Interactive Limited to Report First Half, 2026 Results on Feb 25, 2026Jumbo Interactive Limited announced that they will report first half, 2026 results on Feb 25, 2026お知らせ • Jan 29Jumbo Interactive Limited Announces Executive Changes, Effective on and from January 29, 2026Jumbo Interactive Limited announced that Kimberly Sue has resigned as Company Secretary as a result of personal circumstances. The Company further announced that Graeme Blackett has been appointed as an additional Company Secretary. Both these changes are effective on and from January 29, 2026.お知らせ • Oct 17Jumbo Interactive Limited (ASX:JIN) acquired Dream Car Giveaways Limited for approximately AUD 130 million.Jumbo Interactive Limited (ASX:JIN) acquired Dream Car Giveaways Limited for approximately AUD 130 million on October 15, 2025. A cash consideration of AUD 75 million will be paid by Jumbo Interactive Limited. The consideration consists of common equity of Jumbo Interactive Limited having a value of AUD 10 million to be issued for common equity of Dream Car Giveaways Limited. Jumbo Interactive Limited will pay an earnout/contingent payment of AUD 24.5 million cash. RSM International Limited acted as legal advisor for Dream Car Giveaways Limited. Jumbo Interactive Limited (ASX:JIN) completed the acquisition of Dream Car Giveaways Limited on October 15, 2025お知らせ • Sep 01Jumbo Interactive Limited Appoints Kimberly Sue as Company Secretary, Effective September 1, 2025Jumbo Interactive Limited announced that Kimberly Sue has been appointed as an additional Company Secretary, effective 1 September 2025. In accordance with ASX Listing Rule 12.6, Jumbo also advises that Kimberly Sue has been appointed as the person responsible for communication with ASX in relation to Listing Rule matters, effective 1 September 2025.お知らせ • Aug 27Jumbo Interactive Limited, Annual General Meeting, Nov 11, 2025Jumbo Interactive Limited, Annual General Meeting, Nov 11, 2025. Location: level 11, 135 coronation drive, milton, qld 4064, Australiaお知らせ • Sep 18Jumbo Interactive Limited, Annual General Meeting, Nov 08, 2024Jumbo Interactive Limited, Annual General Meeting, Nov 08, 2024. Location: held as a hybrid meeting, AustraliaDeclared Dividend • Aug 26Final dividend of AU$0.28 announcedShareholders will receive a dividend of AU$0.28. Ex-date: 29th August 2024 Payment date: 20th September 2024 Dividend yield will be 5.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 23Full year 2024 earnings releasedFull year 2024 results: Revenue: AU$159.3m (up 34% from FY 2023). Net income: AU$43.3m (up 37% from FY 2023). Profit margin: 27% (in line with FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Germany.お知らせ • Jul 26Jumbo Interactive Limited Appoints Mr. Michael Malone as Non-Executive Director and Member of the Audit and Risk Management Committee, Effective 26 September 2024Jumbo Interactive Limited announced the appointment of Mr. Michael Malone as a Non-Executive Director and member of the Audit and Risk Management Committee, effective 26 September 2024. Michael has been an ASX company director for over 20 years, with extensive founder and executive experience across strategy, operational, cyber and risk management roles, primarily in high growth technology companies, offering products that re-shape industries. Michael is a Fellow of the Australian Institute of Company Directors, the Australian Institute of Management and the Australian Computer Society. He has a Bachelor of Science (Mathematics) and a post graduate Diploma in Education, both from the University of Western Australia. Michael is currently Non-Executive Director and Chair of the Audit Committee at WiseTech Global Limited; Non-Executive Director and Shareholder Representative at Health Engine Pty Ltd; Non-Executive Director at NBN Co; and Non-Executive Director and Member of the Audit and Risk Committee at Seven West Media Limited. His previous directorships include Independent Chairman at SuperLoop (until 2020) and Director and Chair for Asia Pacific Network Information Centre Foundation (until 2021).お知らせ • Jul 12Jumbo Interactive Limited Announces Change of Company SecretaryJumbo Interactive Limited advised, effective 12 July 2024 that: Lauren Osbich has been appointed as Company Secretary of Jumbo; and Graeme Blackett has resigned as Company Secretary of Jumbo.Buy Or Sell Opportunity • Jul 02Now 25% undervaluedOver the last 90 days, the stock has risen 8.2% to €10.50. The fair value is estimated to be €13.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Buy Or Sell Opportunity • Jun 29Now 20% undervaluedOver the last 90 days, the stock has risen 5.0% to €10.60. The fair value is estimated to be €13.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • May 21Now 20% undervaluedOver the last 90 days, the stock has risen 9.5% to €10.40. The fair value is estimated to be €13.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Apr 12Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €9.80. The fair value is estimated to be €12.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Mar 20Now 20% undervaluedOver the last 90 days, the stock has risen 19% to €10.00. The fair value is estimated to be €12.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.32 (vs AU$0.27 in 1H 2023)First half 2024 results: EPS: AU$0.32 (up from AU$0.27 in 1H 2023). Revenue: AU$73.9m (up 18% from 1H 2023). Net income: AU$20.2m (up 17% from 1H 2023). Profit margin: 27% (in line with 1H 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.Declared Dividend • Feb 26First half dividend of AU$0.27 announcedShareholders will receive a dividend of AU$0.27. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 3.8%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 12Jumbo Interactive Limited to Report First Half, 2024 Results on Feb 23, 2024Jumbo Interactive Limited announced that they will report first half, 2024 results on Feb 23, 2024お知らせ • Oct 06Jumbo Interactive Limited Announces Executive ChangesJumbo Interactive Limited announced the appointment of Jatin Khosla to the role of interim Chief Financial Officer (CFO) effective 6 October 2023 while the Company undertakes a review of its global finance and support services functions. Jatin will succeed current CFO David Todd, who has resigned from his role as CFO due to unforeseen personal health reasons. David has offered his services to Jumbo in an advisory capacity to ensure a seamless transition. Jatin joined Jumbo in May 2021 as Head of Investor Relations. Prior to joining Jumbo, Jatin worked as a senior executive with over 15 years' experience in various finance and strategy roles in Australia and the United Kingdom. Jatin holds a Bachelor of Commerce from The University of Queensland and is a Certified Practicing Accountant (CPA).Board Change • Oct 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. 1 highly experienced director. Independent Chair of the Board Sue Forrester was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 25Full year 2023 earnings released: EPS: AU$0.50 (vs AU$0.50 in FY 2022)Full year 2023 results: EPS: AU$0.50 (up from AU$0.50 in FY 2022). Revenue: AU$118.7m (up 14% from FY 2022). Net income: AU$31.6m (up 1.3% from FY 2022). Profit margin: 27% (down from 30% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.お知らせ • Aug 25+ 1 more updateJumbo Interactive Limited, Annual General Meeting, Nov 09, 2023Jumbo Interactive Limited, Annual General Meeting, Nov 09, 2023, at 11:00 E. Australia Standard Time.お知らせ • Aug 05Jumbo Interactive Limited to Report Fiscal Year 2023 Results on Aug 25, 2023Jumbo Interactive Limited announced that they will report fiscal year 2023 results on Aug 25, 2023お知らせ • Jul 13Jumbo Interactive Limited Announces David Todd Intents to Resign as Chief Financial OfficerJumbo Interactive Limited (Jumbo or the Company) announced that David Todd, the Company's Chief Financial Officer (CFO) has advised the Board of his intention to resign due to unforeseen personal health reasons. David has been CFO of Jumbo for 16 years and will continue in the CFO role until a suitable replacement is appointed. A comprehensive recruitment process is currently underway and will consider both internal and external candidates with the Board expecting to be in a position to announce the new CFO in the second quarter of FY24. Following the commencement of a new CFO, David will remain employed by Jumbo in an advisory capacity for as long as required to ensure a smooth transition to the new CFO.Buying Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.8%. The fair value is estimated to be €10.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 7.2%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Reported Earnings • Feb 26First half 2023 earnings released: EPS: AU$0.27 (vs AU$0.26 in 1H 2022)First half 2023 results: EPS: AU$0.27 (up from AU$0.26 in 1H 2022). Revenue: AU$62.4m (up 18% from 1H 2022). Net income: AU$17.2m (up 4.7% from 1H 2022). Profit margin: 28% (down from 31% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.お知らせ • Dec 22Jumbo Interactive Limited to Report First Half, 2023 Results on Feb 24, 2023Jumbo Interactive Limited announced that they will report first half, 2023 results on Feb 24, 2023Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.50 (vs AU$0.43 in FY 2021)Full year 2022 results: EPS: AU$0.50 (up from AU$0.43 in FY 2021). Revenue: AU$104.3m (up 25% from FY 2021). Net income: AU$31.2m (up 16% from FY 2021). Profit margin: 30% (down from 32% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 25%, compared to a 671% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to €10.70, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the Hospitality industry in Europe. Total loss to shareholders of 6.0% over the past three years.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €12.40, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 18x in the Hospitality industry in Europe. Total returns to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.25 per share.Reported Earnings • Feb 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.26 (up from AU$0.21 in 1H 2021). Revenue: AU$52.8m (up 29% from 1H 2021). Net income: AU$16.4m (up 25% from 1H 2021). Profit margin: 31% (down from 32% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.1%. Over the next year, revenue is forecast to grow 24%, compared to a 110% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Sep 01Non-Executive Chair recently bought €87k worth of stockOn the 31st of August, Susan Forrester bought around 9k shares on-market at roughly €9.69 per share. In the last 3 months, there was an even bigger purchase from another insider worth €104k. Susan has been a buyer over the last 12 months, purchasing a net total of €253k worth in shares.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €9.40, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the Hospitality industry in Europe. Total returns to shareholders of 152% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.06 per share.Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.43 (vs AU$0.41 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: AU$83.3m (up 17% from FY 2020). Net income: AU$27.0m (up 4.2% from FY 2020). Profit margin: 32% (down from 36% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jul 16Founder recently bought €104k worth of stockOn the 9th of July, Mike Veverka bought around 10k shares on-market at roughly €10.39 per share. This was the largest purchase by an insider in the last 3 months. This was Mike's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$11.50, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 22x in the Hospitality industry in Europe. Total returns to shareholders of 307% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.22 per share.Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to AU$9.50, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Hospitality industry in Europe. Total returns to shareholders of 262% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.71 per share.Executive Departure • Apr 01Independent Non-Executive Director has left the companyOn the 31st of March, William Lyne's tenure as Independent Non-Executive Director ended after 11.4 years in the role. As of December 2020, William personally held only 2.00k shares (€17k worth at the time). A total of 2 executives have left over the last 12 months.Recent Insider Transactions • Mar 03Non-Executive Chair recently bought €66k worth of stockOn the 24th of February, Susan Forrester bought around 8k shares on-market at roughly €8.84 per share. This was the largest purchase by an insider in the last 3 months. Susan has been a buyer over the last 12 months, purchasing a net total of €144k worth in shares.Analyst Estimate Surprise Post Earnings • Feb 24Revenue misses expectationsRevenue missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 21%, compared to a 27% growth forecast for the Hospitality industry in Germany.Reported Earnings • Feb 24First half 2021 earnings released: EPS AU$0.21 (vs AU$0.23 in 1H 2020)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: AU$40.9m (up 9.0% from 1H 2020). Net income: AU$13.2m (down 8.6% from 1H 2020). Profit margin: 32% (down from 38% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 10New 90-day high: €9.75The company is up 24% from its price of €7.85 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality 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 €5.72 per share.Is New 90 Day High Low • Jan 06New 90-day high: €9.60The company is up 33% from its price of €7.20 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.15 per share.Valuation Update With 7 Day Price Move • Nov 14Market bids up stock over the past weekAfter last week's 19% share price gain to AU$8.30, the stock is trading at a trailing P/E ratio of 33.4x, up from the previous P/E ratio of 28.2x. This compares to an average P/E of 22x in the Hospitality industry in Germany. Total returns to shareholders over the past three years are 368%.Is New 90 Day High Low • Nov 02New 90-day low: €6.35The company is down 1.0% from its price of €6.40 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.05 per share.Recent Insider Transactions • Oct 02Non-Executive Chair recently bought €60k worth of stockOn the 30th of September, Susan Forrester bought around 8k shares on-market at roughly €7.94 per share. This was the largest purchase by an insider in the last 3 months. This was Susan's only on-market trade for the last 12 months.業績と収益の成長予測DB:JUB - 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6/30/2028269608292106/30/2027252548487106/30/20262024070661012/31/2025166385056N/A9/30/2025156394653N/A6/30/2025147404249N/A3/31/2025150413845N/A12/31/2024152413441N/A9/30/2024156424451N/A6/30/2024159435461N/A3/31/2024145395460N/A12/31/2023130355460N/A9/30/2023124335157N/A6/30/2023119324854N/A3/31/2023116324350N/A12/31/2022114323946N/A9/30/2022109323945N/A6/30/2022104313844N/A3/31/2022100313844N/A12/31/202195303744N/A9/30/202189292539N/A6/30/202183271435N/A3/31/202179261435N/A12/31/202075251436N/A9/30/202073251832N/A6/30/202071262228N/A3/31/202072272229N/A12/31/201972282329N/A9/30/20196927N/A34N/A6/30/20196526N/A39N/A12/31/20185119N/A28N/A9/30/20184515N/A23N/A6/30/20184012N/A17N/A12/31/2017369N/A17N/A9/30/2017349N/A14N/A6/30/2017328N/A11N/A12/31/2016329N/A8N/A9/30/2016338N/A8N/A6/30/2016347N/A8N/A3/31/2016334N/AN/AN/A12/31/2015322N/A9N/A9/30/2015312N/A7N/A6/30/2015291N/A5N/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: JUBの予測収益成長率 (年間14.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: JUBの収益 ( 14.7% ) German市場 ( 16.9% ) よりも低い成長が予測されています。高成長収益: JUB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: JUBの収益 ( 13.2% ) German市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: JUBの収益 ( 13.2% ) 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: JUB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 ( 33.6 %)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2026/05/11 16:01終値2026/05/08 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Jumbo Interactive Limited 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Matthew RyanBarrenjoey Markets Pty LimitedBaxter KirkBell PotterJack DunnCitigroup Inc16 その他のアナリストを表示
お知らせ • Feb 25Jumbo Interactive Limited Declares Fully Franked Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on March 18, 2026Jumbo Interactive Limited announced fully franked ordinary dividend of AUD 0.12000000 per share for the six months ended December 31, 2025. The dividend is payable on March 18, 2026 with record date of March 4, 2026 and ex-date of March 3, 2026.
お知らせ • Feb 04Jumbo Interactive Limited to Report First Half, 2026 Results on Feb 25, 2026Jumbo Interactive Limited announced that they will report first half, 2026 results on Feb 25, 2026
お知らせ • Jan 29Jumbo Interactive Limited Announces Executive Changes, Effective on and from January 29, 2026Jumbo Interactive Limited announced that Kimberly Sue has resigned as Company Secretary as a result of personal circumstances. The Company further announced that Graeme Blackett has been appointed as an additional Company Secretary. Both these changes are effective on and from January 29, 2026.
お知らせ • Oct 17Jumbo Interactive Limited (ASX:JIN) acquired Dream Car Giveaways Limited for approximately AUD 130 million.Jumbo Interactive Limited (ASX:JIN) acquired Dream Car Giveaways Limited for approximately AUD 130 million on October 15, 2025. A cash consideration of AUD 75 million will be paid by Jumbo Interactive Limited. The consideration consists of common equity of Jumbo Interactive Limited having a value of AUD 10 million to be issued for common equity of Dream Car Giveaways Limited. Jumbo Interactive Limited will pay an earnout/contingent payment of AUD 24.5 million cash. RSM International Limited acted as legal advisor for Dream Car Giveaways Limited. Jumbo Interactive Limited (ASX:JIN) completed the acquisition of Dream Car Giveaways Limited on October 15, 2025
お知らせ • Sep 01Jumbo Interactive Limited Appoints Kimberly Sue as Company Secretary, Effective September 1, 2025Jumbo Interactive Limited announced that Kimberly Sue has been appointed as an additional Company Secretary, effective 1 September 2025. In accordance with ASX Listing Rule 12.6, Jumbo also advises that Kimberly Sue has been appointed as the person responsible for communication with ASX in relation to Listing Rule matters, effective 1 September 2025.
お知らせ • Aug 27Jumbo Interactive Limited, Annual General Meeting, Nov 11, 2025Jumbo Interactive Limited, Annual General Meeting, Nov 11, 2025. Location: level 11, 135 coronation drive, milton, qld 4064, Australia
お知らせ • Sep 18Jumbo Interactive Limited, Annual General Meeting, Nov 08, 2024Jumbo Interactive Limited, Annual General Meeting, Nov 08, 2024. Location: held as a hybrid meeting, Australia
Declared Dividend • Aug 26Final dividend of AU$0.28 announcedShareholders will receive a dividend of AU$0.28. Ex-date: 29th August 2024 Payment date: 20th September 2024 Dividend yield will be 5.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 23Full year 2024 earnings releasedFull year 2024 results: Revenue: AU$159.3m (up 34% from FY 2023). Net income: AU$43.3m (up 37% from FY 2023). Profit margin: 27% (in line with FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Germany.
お知らせ • Jul 26Jumbo Interactive Limited Appoints Mr. Michael Malone as Non-Executive Director and Member of the Audit and Risk Management Committee, Effective 26 September 2024Jumbo Interactive Limited announced the appointment of Mr. Michael Malone as a Non-Executive Director and member of the Audit and Risk Management Committee, effective 26 September 2024. Michael has been an ASX company director for over 20 years, with extensive founder and executive experience across strategy, operational, cyber and risk management roles, primarily in high growth technology companies, offering products that re-shape industries. Michael is a Fellow of the Australian Institute of Company Directors, the Australian Institute of Management and the Australian Computer Society. He has a Bachelor of Science (Mathematics) and a post graduate Diploma in Education, both from the University of Western Australia. Michael is currently Non-Executive Director and Chair of the Audit Committee at WiseTech Global Limited; Non-Executive Director and Shareholder Representative at Health Engine Pty Ltd; Non-Executive Director at NBN Co; and Non-Executive Director and Member of the Audit and Risk Committee at Seven West Media Limited. His previous directorships include Independent Chairman at SuperLoop (until 2020) and Director and Chair for Asia Pacific Network Information Centre Foundation (until 2021).
お知らせ • Jul 12Jumbo Interactive Limited Announces Change of Company SecretaryJumbo Interactive Limited advised, effective 12 July 2024 that: Lauren Osbich has been appointed as Company Secretary of Jumbo; and Graeme Blackett has resigned as Company Secretary of Jumbo.
Buy Or Sell Opportunity • Jul 02Now 25% undervaluedOver the last 90 days, the stock has risen 8.2% to €10.50. The fair value is estimated to be €13.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Buy Or Sell Opportunity • Jun 29Now 20% undervaluedOver the last 90 days, the stock has risen 5.0% to €10.60. The fair value is estimated to be €13.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • May 21Now 20% undervaluedOver the last 90 days, the stock has risen 9.5% to €10.40. The fair value is estimated to be €13.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Apr 12Now 21% undervaluedOver the last 90 days, the stock has risen 19% to €9.80. The fair value is estimated to be €12.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Mar 20Now 20% undervaluedOver the last 90 days, the stock has risen 19% to €10.00. The fair value is estimated to be €12.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.32 (vs AU$0.27 in 1H 2023)First half 2024 results: EPS: AU$0.32 (up from AU$0.27 in 1H 2023). Revenue: AU$73.9m (up 18% from 1H 2023). Net income: AU$20.2m (up 17% from 1H 2023). Profit margin: 27% (in line with 1H 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.
Declared Dividend • Feb 26First half dividend of AU$0.27 announcedShareholders will receive a dividend of AU$0.27. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 3.8%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 12Jumbo Interactive Limited to Report First Half, 2024 Results on Feb 23, 2024Jumbo Interactive Limited announced that they will report first half, 2024 results on Feb 23, 2024
お知らせ • Oct 06Jumbo Interactive Limited Announces Executive ChangesJumbo Interactive Limited announced the appointment of Jatin Khosla to the role of interim Chief Financial Officer (CFO) effective 6 October 2023 while the Company undertakes a review of its global finance and support services functions. Jatin will succeed current CFO David Todd, who has resigned from his role as CFO due to unforeseen personal health reasons. David has offered his services to Jumbo in an advisory capacity to ensure a seamless transition. Jatin joined Jumbo in May 2021 as Head of Investor Relations. Prior to joining Jumbo, Jatin worked as a senior executive with over 15 years' experience in various finance and strategy roles in Australia and the United Kingdom. Jatin holds a Bachelor of Commerce from The University of Queensland and is a Certified Practicing Accountant (CPA).
Board Change • Oct 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. 1 highly experienced director. Independent Chair of the Board Sue Forrester was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 25Full year 2023 earnings released: EPS: AU$0.50 (vs AU$0.50 in FY 2022)Full year 2023 results: EPS: AU$0.50 (up from AU$0.50 in FY 2022). Revenue: AU$118.7m (up 14% from FY 2022). Net income: AU$31.6m (up 1.3% from FY 2022). Profit margin: 27% (down from 30% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Aug 25+ 1 more updateJumbo Interactive Limited, Annual General Meeting, Nov 09, 2023Jumbo Interactive Limited, Annual General Meeting, Nov 09, 2023, at 11:00 E. Australia Standard Time.
お知らせ • Aug 05Jumbo Interactive Limited to Report Fiscal Year 2023 Results on Aug 25, 2023Jumbo Interactive Limited announced that they will report fiscal year 2023 results on Aug 25, 2023
お知らせ • Jul 13Jumbo Interactive Limited Announces David Todd Intents to Resign as Chief Financial OfficerJumbo Interactive Limited (Jumbo or the Company) announced that David Todd, the Company's Chief Financial Officer (CFO) has advised the Board of his intention to resign due to unforeseen personal health reasons. David has been CFO of Jumbo for 16 years and will continue in the CFO role until a suitable replacement is appointed. A comprehensive recruitment process is currently underway and will consider both internal and external candidates with the Board expecting to be in a position to announce the new CFO in the second quarter of FY24. Following the commencement of a new CFO, David will remain employed by Jumbo in an advisory capacity for as long as required to ensure a smooth transition to the new CFO.
Buying Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.8%. The fair value is estimated to be €10.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 7.2%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Reported Earnings • Feb 26First half 2023 earnings released: EPS: AU$0.27 (vs AU$0.26 in 1H 2022)First half 2023 results: EPS: AU$0.27 (up from AU$0.26 in 1H 2022). Revenue: AU$62.4m (up 18% from 1H 2022). Net income: AU$17.2m (up 4.7% from 1H 2022). Profit margin: 28% (down from 31% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Dec 22Jumbo Interactive Limited to Report First Half, 2023 Results on Feb 24, 2023Jumbo Interactive Limited announced that they will report first half, 2023 results on Feb 24, 2023
Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.50 (vs AU$0.43 in FY 2021)Full year 2022 results: EPS: AU$0.50 (up from AU$0.43 in FY 2021). Revenue: AU$104.3m (up 25% from FY 2021). Net income: AU$31.2m (up 16% from FY 2021). Profit margin: 30% (down from 32% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 25%, compared to a 671% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to €10.70, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the Hospitality industry in Europe. Total loss to shareholders of 6.0% over the past three years.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €12.40, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 18x in the Hospitality industry in Europe. Total returns to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.25 per share.
Reported Earnings • Feb 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.26 (up from AU$0.21 in 1H 2021). Revenue: AU$52.8m (up 29% from 1H 2021). Net income: AU$16.4m (up 25% from 1H 2021). Profit margin: 31% (down from 32% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.1%. Over the next year, revenue is forecast to grow 24%, compared to a 110% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Sep 01Non-Executive Chair recently bought €87k worth of stockOn the 31st of August, Susan Forrester bought around 9k shares on-market at roughly €9.69 per share. In the last 3 months, there was an even bigger purchase from another insider worth €104k. Susan has been a buyer over the last 12 months, purchasing a net total of €253k worth in shares.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €9.40, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the Hospitality industry in Europe. Total returns to shareholders of 152% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.06 per share.
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.43 (vs AU$0.41 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: AU$83.3m (up 17% from FY 2020). Net income: AU$27.0m (up 4.2% from FY 2020). Profit margin: 32% (down from 36% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jul 16Founder recently bought €104k worth of stockOn the 9th of July, Mike Veverka bought around 10k shares on-market at roughly €10.39 per share. This was the largest purchase by an insider in the last 3 months. This was Mike's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$11.50, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 22x in the Hospitality industry in Europe. Total returns to shareholders of 307% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.22 per share.
Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to AU$9.50, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Hospitality industry in Europe. Total returns to shareholders of 262% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.71 per share.
Executive Departure • Apr 01Independent Non-Executive Director has left the companyOn the 31st of March, William Lyne's tenure as Independent Non-Executive Director ended after 11.4 years in the role. As of December 2020, William personally held only 2.00k shares (€17k worth at the time). A total of 2 executives have left over the last 12 months.
Recent Insider Transactions • Mar 03Non-Executive Chair recently bought €66k worth of stockOn the 24th of February, Susan Forrester bought around 8k shares on-market at roughly €8.84 per share. This was the largest purchase by an insider in the last 3 months. Susan has been a buyer over the last 12 months, purchasing a net total of €144k worth in shares.
Analyst Estimate Surprise Post Earnings • Feb 24Revenue misses expectationsRevenue missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 21%, compared to a 27% growth forecast for the Hospitality industry in Germany.
Reported Earnings • Feb 24First half 2021 earnings released: EPS AU$0.21 (vs AU$0.23 in 1H 2020)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: AU$40.9m (up 9.0% from 1H 2020). Net income: AU$13.2m (down 8.6% from 1H 2020). Profit margin: 32% (down from 38% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 10New 90-day high: €9.75The company is up 24% from its price of €7.85 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality 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 €5.72 per share.
Is New 90 Day High Low • Jan 06New 90-day high: €9.60The company is up 33% from its price of €7.20 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.15 per share.
Valuation Update With 7 Day Price Move • Nov 14Market bids up stock over the past weekAfter last week's 19% share price gain to AU$8.30, the stock is trading at a trailing P/E ratio of 33.4x, up from the previous P/E ratio of 28.2x. This compares to an average P/E of 22x in the Hospitality industry in Germany. Total returns to shareholders over the past three years are 368%.
Is New 90 Day High Low • Nov 02New 90-day low: €6.35The company is down 1.0% from its price of €6.40 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.05 per share.
Recent Insider Transactions • Oct 02Non-Executive Chair recently bought €60k worth of stockOn the 30th of September, Susan Forrester bought around 8k shares on-market at roughly €7.94 per share. This was the largest purchase by an insider in the last 3 months. This was Susan's only on-market trade for the last 12 months.