SEEK（SLD）株式概要シーク・リミテッドは、その子会社とともに、オーストラリア、東南アジア、ニュージーランド、英国、欧州、および国際的なオンライン雇用市場サービスの提供に従事しています。 詳細SLD ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績0/6財務の健全性3/6配当金3/6報酬当社が推定した公正価値より38.1%で取引されている 収益は年間57.27%増加すると予測されています アナリストらは、株価が81.3%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている 3.62%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るSLD Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€7.7539.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-146m2b2016201920222025202620282031Revenue AU$1.8bEarnings AU$236.0mAdvancedSet Fair ValueView all narrativesSEEK Limited 競合他社Scout24Symbol: XTRA:G24Market cap: €5.1bSmartbroker HoldingSymbol: XTRA:SB1Market cap: €205.6mSpringer Nature KGaASymbol: XTRA:SPGMarket cap: €4.0bRTL GroupSymbol: XTRA:RRTLMarket cap: €4.7b価格と性能株価の高値、安値、推移の概要SEEK過去の株価現在の株価AU$7.7552週高値AU$16.1052週安値AU$7.75ベータ0.911ヶ月の変化-13.89%3ヶ月変化-19.69%1年変化-41.73%3年間の変化-46.18%5年間の変化-60.46%IPOからの変化545.83%最新ニュースお知らせ • Feb 17SEEK Limited Announces Ordinary Fully Franked Interim Dividend for the Six Months Ended December 31, 2025, Payable on 1 April 2026SEEK Limited announced an ordinary cash dividend of AUD 0.27000000 per share for the Six Months Ended December 31, 2025. Ex-date: 17 March 2026; Record date: 18 March 2026; Payment date: 1 April 2026.お知らせ • Jan 12SEEK Limited to Report First Half, 2026 Results on Feb 17, 2026SEEK Limited announced that they will report first half, 2026 results on Feb 17, 2026お知らせ • Sep 08SEEK Limited, Annual General Meeting, Nov 19, 2025SEEK Limited, Annual General Meeting, Nov 19, 2025.お知らせ • Aug 21SEEK Limited Announces Final Dividend for the Six Months Period Ended June 30, 2025, Payable on October 2, 2025The Board of SEEK Limited has determined a final dividend of AUD 0.22000000 per share fully franked, representing 100% of Cash Profit less capex for the six months period ended June 30, 2025. This takes the fiscal year of 2025 dividend to 46 cents fully franked, a 31% increase compared to the prior period. The final dividend has a record date of 4 September 2025 and will be paid on 2 October 2025. Ex-date is on September 3, 2025.お知らせ • Jul 11SEEK Limited to Report Fiscal Year 2025 Results on Aug 19, 2025SEEK Limited announced that they will report fiscal year 2025 results on Aug 19, 2025お知らせ • Feb 18+ 1 more updateSEEK Limited Provides Earnings Guidance for the Year Fiscal Year 2025SEEK Limited provided earnings guidance for the year fiscal year 2025. Fiscal year 2025 guidance (excluding the Fund and significant items): Revenue of approximately AUD 1.06 billion to AUD 1.10 billion.最新情報をもっと見るRecent updatesお知らせ • Feb 17SEEK Limited Announces Ordinary Fully Franked Interim Dividend for the Six Months Ended December 31, 2025, Payable on 1 April 2026SEEK Limited announced an ordinary cash dividend of AUD 0.27000000 per share for the Six Months Ended December 31, 2025. Ex-date: 17 March 2026; Record date: 18 March 2026; Payment date: 1 April 2026.お知らせ • Jan 12SEEK Limited to Report First Half, 2026 Results on Feb 17, 2026SEEK Limited announced that they will report first half, 2026 results on Feb 17, 2026お知らせ • Sep 08SEEK Limited, Annual General Meeting, Nov 19, 2025SEEK Limited, Annual General Meeting, Nov 19, 2025.お知らせ • Aug 21SEEK Limited Announces Final Dividend for the Six Months Period Ended June 30, 2025, Payable on October 2, 2025The Board of SEEK Limited has determined a final dividend of AUD 0.22000000 per share fully franked, representing 100% of Cash Profit less capex for the six months period ended June 30, 2025. This takes the fiscal year of 2025 dividend to 46 cents fully franked, a 31% increase compared to the prior period. The final dividend has a record date of 4 September 2025 and will be paid on 2 October 2025. Ex-date is on September 3, 2025.お知らせ • Jul 11SEEK Limited to Report Fiscal Year 2025 Results on Aug 19, 2025SEEK Limited announced that they will report fiscal year 2025 results on Aug 19, 2025お知らせ • Feb 18+ 1 more updateSEEK Limited Provides Earnings Guidance for the Year Fiscal Year 2025SEEK Limited provided earnings guidance for the year fiscal year 2025. Fiscal year 2025 guidance (excluding the Fund and significant items): Revenue of approximately AUD 1.06 billion to AUD 1.10 billion.お知らせ • Jan 15SEEK Limited to Report Q2, 2025 Results on Feb 18, 2025SEEK Limited announced that they will report Q2, 2025 results on Feb 18, 2025お知らせ • Oct 18SEEK Limited, Annual General Meeting, Nov 19, 2024SEEK Limited, Annual General Meeting, Nov 19, 2024. Location: at 60 cremorne street, cremorne victoria 3121, or, AustraliaRecent Insider Transactions • Oct 07Co-Founder & Non-Executive Director recently sold €3.1m worth of stockOn the 30th of September, Andrew Bassat sold around 201k shares on-market at roughly €15.48 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. 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.Upcoming Dividend • Aug 29Upcoming dividend of AU$0.16 per shareEligible shareholders must have bought the stock before 04 September 2024. Payment date: 03 October 2024. The company is not currently making a profit and its cash payout ratio is 94%. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.6%).Reported Earnings • Aug 14Full year 2024 earnings released: AU$0.17 loss per share (vs AU$0.57 profit in FY 2023)Full year 2024 results: AU$0.17 loss per share (down from AU$0.57 profit in FY 2023). Revenue: AU$1.08b (down 12% from FY 2023). Net loss: AU$59.9m (down 130% from profit in FY 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Aug 13SEEK Limited Declares Final Cash Dividend for the Year 2024, Payable on 3 October 2024SEEK Limited declared a final cash dividend of 16 cents per share for the year 2024. Record date for determining entitlements to the final dividend is 5 September 2024. Payment date for final dividend is 3 October 2024.Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €12.30. The fair value is estimated to be €15.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.お知らせ • Jun 22Red Arbor Holding S.L. completed the acquisition of unknown majority stake in Online Career Center México, S.A.P.I de C.V. and Catho Online Ltda. from SEEK Limited (ASX:SEK).Red Arbor Holding S.L. entered into a binding agreement to acquire unknown majority stake in Online Career Center México, S.A.P.I de C.V. and Catho Online Ltda. from SEEK Limited (ASX:SEK) for $85 million on June 5, 2024. A cash consideration of $85 million will be paid by Red Arbor Holding S.L. Redarbor will pay cash consideration of $85 million, plus customary working capital and other adjustments. Red Arbor Holding S.L. agreed to acquire 98.2% interest in Online Career Center México, S.A.P.I de C.V and 100% in Catho Online The parties have agreed that $20 million of the purchase price will be held in escrow as security against certain representations and warranties given by SEEK in connection with the transaction. Red Arbor Holding, S.L. acquiring 98.2% stake in OCC Mexico and its 100% stake in Catho Online. This is subject to certain customary conditions precedent. SEEK's current intention is to apply the net sale proceeds to the reduction of debt. The expected completion of the transaction is by end of June 2024. Red Arbor Holding S.L. completed the acquisition of unknown majority stake in Online Career Center México, S.A.P.I de C.V. and Catho Online Ltda. from SEEK Limited (ASX:SEK) on June 21, 2024.お知らせ • Jun 21SEEK Limited to Report Fiscal Year 2024 Results on Aug 13, 2024SEEK Limited announced that they will report fiscal year 2024 results on Aug 13, 2024お知らせ • May 23+ 1 more updateSEEK Limited Announces Organisational and Executive ChangesSEEK Limited announced the following changes to its organisational structure and Executive Leadership Team: Following the successful completion of the Unification project, SEEK's two commercial divisions, SEEK Australia and New Zealand and SEEK Asia, will be merged into a single Asia-Pacific (APAC) division. This will align sales and marketing functions with the unified product and technology structure. Peter Bithos will lead this combined division. Peter joined SEEK in 2020 and has led the SEEK Asia business since then. In recognition of the increasing importance of Artificial Intelligence (AI) to SEEK's products and internal processes, Grant Wright will be promoted to the Executive Leadership Team in the role of Group Executive, Artificial Intelligence. Grant joined SEEK in 2016, and since 2018 has led SEEK's AI team within the product function. Grant will continue in that role, which will remain integrated in the product team led by Simon Lusted and will assume the additional responsibility of leading a new initiative to improve the effectiveness and efficiency of SEEK's internal processes, including through the application of artificial intelligence capabilities. All changes will be effective from 1 July 2024. SEEK's financial results for the 2024 financial year will be reported against the existing structure, and pro forma guidance will be disclosed on changes necessary to reflect the new structure from 1 July 2024. From 1 July 2024, SEEK's Executive Leadership Team will be as follows: Emmett Sheppard - Group Executive, Corporate Strategy and Investments; Grant Wright - Group Executive, Artificial Intelligence; Ian Narev - Chief Executive Officer; Kathleen McCudden - Group Executive, People and Culture; Kendra Banks - Chief Financial Officer; Lisa Tobin - Group Executive, Technology; Peter Bithos - Group Executive, Commercial; Simon Lusted - Group Executive, Product.Buy Or Sell Opportunity • May 03Now 20% overvaluedOver the last 90 days, the stock has fallen 7.7% to €14.40. The fair value is estimated to be €11.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Upcoming Dividend • Mar 12Upcoming dividend of AU$0.19 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 03 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (1.5%).Buy Or Sell Opportunity • Mar 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.9% to €15.80. The fair value is estimated to be €13.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.Recent Insider Transactions • Feb 21MD, CEO & Executive Director recently sold €451k worth of stockOn the 15th of February, Ian Narev sold around 30k shares on-market at roughly €15.02 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Ian has been a net seller over the last 12 months, reducing personal holdings by €3.9m.Declared Dividend • Feb 16First half dividend of AU$0.19 announcedShareholders will receive a dividend of AU$0.19. Ex-date: 19th March 2024 Payment date: 3rd April 2024 Dividend yield will be 2.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is not covered by earnings (145% earnings payout ratio) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 61% to bring the payout ratio under control. EPS is expected to grow by 98% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Feb 14First half 2024 earnings released: EPS: AU$0.099 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.099 (down from AU$0.38 in 1H 2023). Revenue: AU$596.8m (down 4.8% from 1H 2023). Net income: AU$35.2m (down 74% from 1H 2023). Profit margin: 5.9% (down from 22% in 1H 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.New Risk • Feb 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 162% Cash payout ratio: 139% Minor Risks High level of debt (42% net debt to equity). Profit margins are more than 30% lower than last year (8.6% net profit margin).お知らせ • Jan 17SEEK Limited to Report Q2, 2024 Results on Feb 13, 2024SEEK Limited announced that they will report Q2, 2024 results on Feb 13, 2024お知らせ • Nov 17SEEK Limited Announces Cessation of Julie Fahey as DirectorSEEK Limited announced that the cessation of Julie Fahey as director with effect from November 15, 2023.Recent Insider Transactions • Oct 22MD, CEO & Executive Director recently sold €2.8m worth of stockOn the 13th of October, Ian Narev sold around 200k shares on-market at roughly €13.92 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Ian has been a net seller over the last 12 months, reducing personal holdings by €3.4m.お知らせ • Oct 16Seek Limited Announces Resignation of Julie Fahey from SEEK Board, Effective 15 November 2023SEEK Limited (SEEK) announced Julie Fahey will retire from the SEEK Board at the conclusion of SEEK's Annual General Meeting on 15 November 2023, and will not stand for re-election. Julie was appointed as a non-executive director of SEEK in 2014 and is a member of the Audit & Risk Management Committee. The Board takes an orderly and ongoing approach to succession planning, taking into account diversity considerations and desired skills and experience. In the context of Julie's retirement and the Board's current diversity focus, the Board is undertaking a search for a female non-executive director with relevant experience for appointment to the Board over the comingmonths.Buying Opportunity • Oct 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.1%. The fair value is estimated to be €17.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.Upcoming Dividend • Aug 30Upcoming dividend of AU$0.23 per share at 2.0% yieldEligible shareholders must have bought the stock before 06 September 2023. Payment date: 03 October 2023. Payout ratio is on the higher end at 82%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (1.9%).Reported Earnings • Aug 21Full year 2023 earnings released: EPS: AU$0.57 (vs AU$0.68 in FY 2022)Full year 2023 results: EPS: AU$0.57 (down from AU$0.68 in FY 2022). Revenue: AU$1.24b (up 11% from FY 2022). Net income: AU$202.7m (down 16% from FY 2022). Profit margin: 16% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 21Full year 2023 earnings released: EPS: AU$0.57 (vs AU$0.68 in FY 2022)Full year 2023 results: EPS: AU$0.57 (down from AU$0.68 in FY 2022). Revenue: AU$1.24b (up 11% from FY 2022). Net income: AU$202.7m (down 16% from FY 2022). Profit margin: 16% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.1%. The fair value is estimated to be €17.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 66%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is forecast to decline by 4.2% per annum over the same time period.お知らせ • Aug 15SEEK Limited, Annual General Meeting, Nov 15, 2023SEEK Limited, Annual General Meeting, Nov 15, 2023.お知らせ • Aug 10WorkGenius, Inc. acquired Lindentor 196. VV GmbH on August 8, 2023.WorkGenius, Inc. acquired Lindentor 196. VV GmbH on August 8, 2023.WorkGenius, Inc. completed the acquisition of Lindentor 196. VV GmbH on August 8, 2023.お知らせ • Jul 16SEEK Limited to Report Fiscal Year 2023 Results on Aug 15, 2023SEEK Limited announced that they will report fiscal year 2023 results on Aug 15, 2023お知らせ • May 25SEEK Limited Appoints Jamaludin Ibrahim as a Non-Executive Director, Effective 3 July 2023SEEK Limited announced the appointment of Jamaludin Ibrahim as a Non-Executive Director, effective 3 July 2023. Jamal is based in Kuala Lumpur and has more than 40 years experience in the South-East Asia region, including over 16 years in information technology and 23 years in telecommunications. Jamal is currently a non-executive director of publicly listed Sunway Berhad, which is one of South-East Asia's leading conglomerates with a broad range of core interests. He is also Chairman of government-owned Prasarana Malaysia Berhard, Malaysia's public transport owner and operator, and Chairman of privately owned QSR Brands Holdings Bhd and AirAsia Aviation Group Ltd. Jamal has served the Malaysian government in various roles, including being appointed in 2020 by the former Prime Minister of Malaysia as a member of the then Economic Action Council and of the Digital Economy Council. Jamal's executive experience includes being the Chief Executive Officer of Axiata Group Berhad from 2008 to 2020 and, prior to that, as Chief Executive Officer of Maxis Communications Berhad for over eight years. Jamal also has executive experience with multi-national companies, including IBM and Digital Equipment Corporation. In accordance with SEEK's Constitution, Jamal will stand for election at SEEK's upcoming 2023 Annual General Meeting.Upcoming Dividend • Mar 15Upcoming dividend of AU$0.24 per share at 1.8% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 05 April 2023. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.0%).Recent Insider Transactions • Mar 02MD, CEO & Executive Director recently sold €659k worth of stockOn the 23rd of February, Ian Narev sold around 42k shares on-market at roughly €15.70 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ian's only on-market trade for the last 12 months.Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.36 in 1H 2022)First half 2023 results: EPS: AU$0.38 (up from AU$0.36 in 1H 2022). Revenue: AU$626.7m (up 21% from 1H 2022). Net income: AU$135.0m (up 6.6% from 1H 2022). Profit margin: 22% (down from 25% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 12SEEK Limited to Report First Half, 2023 Results on Feb 21, 2023SEEK Limited announced that they will report first half, 2023 results on Feb 21, 2023Buying Opportunity • Nov 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €17.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings is also forecast to grow by 9.8% per annum over the same time period.Buying Opportunity • Sep 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.0%. The fair value is estimated to be €17.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 9.8% per annum over the same time period.Recent Insider Transactions • Sep 06Independent Non-Executive Chairman recently bought €63k worth of stockOn the 29th of August, Graham Goldsmith bought around 5k shares on-market at roughly €14.09 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Graham's only on-market trade for the last 12 months.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.21 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.8%).Reported Earnings • Aug 17Full year 2022 earnings releasedFull year 2022 results: Net income: AU$240.8m (up 130% from FY 2021).Buying Opportunity • May 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be €20.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 26% in 2 years. Earnings is forecast to grow by 66% in the next 2 years.Buying Opportunity • May 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €21.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.Recent Insider Transactions • May 05Independent Non-Executive Director recently bought €74k worth of stockOn the 2nd of May, Michael Wachtel bought around 4k shares on-market at roughly €18.39 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €99k more in shares than they have sold in the last 12 months.Upcoming Dividend • Mar 16Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 07 April 2022. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (1.6%).Buying Opportunity • Feb 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be AU$21.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% per annum over the last 3 years. The company has become profitable over the last year.Reported Earnings • Feb 17First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.36 (up from AU$0.14 in 1H 2021). Revenue: AU$517.2m (up 59% from 1H 2021). Net income: AU$126.7m (up 153% from 1H 2021). Profit margin: 25% (up from 15% 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 15%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 01Upcoming dividend of AU$0.20 per shareEligible shareholders must have bought the stock before 08 September 2021. Payment date: 05 October 2021. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.0%).Board Change • Aug 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. MD, CEO & Executive Director Ian Narev was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 24Full year 2021 earnings released: EPS AU$0.23 (vs AU$0.32 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$763.3m (down 52% from FY 2020). Net income: AU$82.8m (up AU$194.5m from FY 2020). Profit margin: 11% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 03Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 03Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 03Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.Executive Departure • Jul 01Group Chief Financial Officer Geoffrey Roberts has left the companyOn the 30th of June, Geoffrey Roberts' tenure as Group Chief Financial Officer ended after 5.7 years in the role. We don't have any record of a personal shareholding under Geoffrey's name. Geoffrey is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 4.25 years.Reported Earnings • Feb 25First half 2021 earnings released: EPS AU$0.20 (vs AU$0.21 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$826.0m (down 6.5% from 1H 2020). Net income: AU$69.7m (down 7.8% from 1H 2020). Profit margin: 8.4% (down from 8.6% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 83% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 23Revenue misses expectationsRevenue missed analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 13%, compared to a 38% growth forecast for the Interactive Media and Services industry in Germany.Is New 90 Day High Low • Feb 12New 90-day high: €19.90The company is up 31% from its price of €15.20 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.19 per share.Is New 90 Day High Low • Jan 22New 90-day high: €18.50The company is up 37% from its price of €13.50 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.37 per share.Is New 90 Day High Low • Dec 31New 90-day high: €17.90The company is up 38% from its price of €13.00 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.74 per share.Is New 90 Day High Low • Dec 09New 90-day high: €16.70The company is up 43% from its price of €11.70 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.20 per share.Is New 90 Day High Low • Nov 11New 90-day high: €14.60The company is up 24% from its price of €11.80 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.38 per share.Is New 90 Day High Low • Oct 08New 90-day high: €13.90The company is up 6.0% from its price of €13.10 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services 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 €10.63 per share.株主還元SLDDE Interactive Media and ServicesDE 市場7D-4.3%-0.5%3.2%1Y-41.7%-38.5%2.5%株主還元を見る業界別リターン: SLD過去 1 年間で-38.5 % の収益を上げたGerman Interactive Media and Services業界を下回りました。リターン対市場: SLDは、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is SLD's price volatile compared to industry and market?SLD volatilitySLD Average Weekly Movement5.7%Interactive Media and Services Industry Average Movement6.9%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: SLD 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SLDの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19973,245Ian Narevwww.seek.com.auSEEK Limited は、その子会社とともに、オーストラリア、東南アジア、ニュージーランド、英国、欧州、および国際的なオンライン雇用マーケットプレイスサービスの提供に従事している。同社は、オンライン雇用マーケットプレイス「Jora」、リクルーターや企業の人材獲得チームの採用プロセスを簡素化する人材獲得スイート「JobAdder」、就労資格を安全に確認・共有し、コンプライアンスチェックを完了するプラットフォーム「Certsy」を提供している。また、seek、JobsDB、JobStreet、catho、occmundialのプラットフォームを所有・管理している。さらに、同社は人的資本管理業界への投資ポートフォリオを保有している。シーク・リミテッドは1997年に設立され、本社はオーストラリアのメルボルンにある。もっと見るSEEK Limited 基礎のまとめSEEK の収益と売上を時価総額と比較するとどうか。SLD 基礎統計学時価総額€2.79b収益（TTM）-€48.79m売上高(TTM)€741.96m3.8xP/Sレシオ-57.1xPER（株価収益率SLD は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SLD 損益計算書（TTM）収益AU$1.21b売上原価AU$503.20m売上総利益AU$704.20mその他の費用AU$783.60m収益-AU$79.40m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.22グロス・マージン58.32%純利益率-6.58%有利子負債／自己資本比率46.7%SLD の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.6%現在の配当利回り-220%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 16:57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SEEK Limited 14 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。27 アナリスト機関Aryan NoroziBarrenjoey Markets Pty LimitedEric ChoiBarrenjoey Markets Pty LimitedMichael ArdreyBell Potter24 その他のアナリストを表示
お知らせ • Feb 17SEEK Limited Announces Ordinary Fully Franked Interim Dividend for the Six Months Ended December 31, 2025, Payable on 1 April 2026SEEK Limited announced an ordinary cash dividend of AUD 0.27000000 per share for the Six Months Ended December 31, 2025. Ex-date: 17 March 2026; Record date: 18 March 2026; Payment date: 1 April 2026.
お知らせ • Jan 12SEEK Limited to Report First Half, 2026 Results on Feb 17, 2026SEEK Limited announced that they will report first half, 2026 results on Feb 17, 2026
お知らせ • Sep 08SEEK Limited, Annual General Meeting, Nov 19, 2025SEEK Limited, Annual General Meeting, Nov 19, 2025.
お知らせ • Aug 21SEEK Limited Announces Final Dividend for the Six Months Period Ended June 30, 2025, Payable on October 2, 2025The Board of SEEK Limited has determined a final dividend of AUD 0.22000000 per share fully franked, representing 100% of Cash Profit less capex for the six months period ended June 30, 2025. This takes the fiscal year of 2025 dividend to 46 cents fully franked, a 31% increase compared to the prior period. The final dividend has a record date of 4 September 2025 and will be paid on 2 October 2025. Ex-date is on September 3, 2025.
お知らせ • Jul 11SEEK Limited to Report Fiscal Year 2025 Results on Aug 19, 2025SEEK Limited announced that they will report fiscal year 2025 results on Aug 19, 2025
お知らせ • Feb 18+ 1 more updateSEEK Limited Provides Earnings Guidance for the Year Fiscal Year 2025SEEK Limited provided earnings guidance for the year fiscal year 2025. Fiscal year 2025 guidance (excluding the Fund and significant items): Revenue of approximately AUD 1.06 billion to AUD 1.10 billion.
お知らせ • Feb 17SEEK Limited Announces Ordinary Fully Franked Interim Dividend for the Six Months Ended December 31, 2025, Payable on 1 April 2026SEEK Limited announced an ordinary cash dividend of AUD 0.27000000 per share for the Six Months Ended December 31, 2025. Ex-date: 17 March 2026; Record date: 18 March 2026; Payment date: 1 April 2026.
お知らせ • Jan 12SEEK Limited to Report First Half, 2026 Results on Feb 17, 2026SEEK Limited announced that they will report first half, 2026 results on Feb 17, 2026
お知らせ • Sep 08SEEK Limited, Annual General Meeting, Nov 19, 2025SEEK Limited, Annual General Meeting, Nov 19, 2025.
お知らせ • Aug 21SEEK Limited Announces Final Dividend for the Six Months Period Ended June 30, 2025, Payable on October 2, 2025The Board of SEEK Limited has determined a final dividend of AUD 0.22000000 per share fully franked, representing 100% of Cash Profit less capex for the six months period ended June 30, 2025. This takes the fiscal year of 2025 dividend to 46 cents fully franked, a 31% increase compared to the prior period. The final dividend has a record date of 4 September 2025 and will be paid on 2 October 2025. Ex-date is on September 3, 2025.
お知らせ • Jul 11SEEK Limited to Report Fiscal Year 2025 Results on Aug 19, 2025SEEK Limited announced that they will report fiscal year 2025 results on Aug 19, 2025
お知らせ • Feb 18+ 1 more updateSEEK Limited Provides Earnings Guidance for the Year Fiscal Year 2025SEEK Limited provided earnings guidance for the year fiscal year 2025. Fiscal year 2025 guidance (excluding the Fund and significant items): Revenue of approximately AUD 1.06 billion to AUD 1.10 billion.
お知らせ • Jan 15SEEK Limited to Report Q2, 2025 Results on Feb 18, 2025SEEK Limited announced that they will report Q2, 2025 results on Feb 18, 2025
お知らせ • Oct 18SEEK Limited, Annual General Meeting, Nov 19, 2024SEEK Limited, Annual General Meeting, Nov 19, 2024. Location: at 60 cremorne street, cremorne victoria 3121, or, Australia
Recent Insider Transactions • Oct 07Co-Founder & Non-Executive Director recently sold €3.1m worth of stockOn the 30th of September, Andrew Bassat sold around 201k shares on-market at roughly €15.48 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. 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.
Upcoming Dividend • Aug 29Upcoming dividend of AU$0.16 per shareEligible shareholders must have bought the stock before 04 September 2024. Payment date: 03 October 2024. The company is not currently making a profit and its cash payout ratio is 94%. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.6%).
Reported Earnings • Aug 14Full year 2024 earnings released: AU$0.17 loss per share (vs AU$0.57 profit in FY 2023)Full year 2024 results: AU$0.17 loss per share (down from AU$0.57 profit in FY 2023). Revenue: AU$1.08b (down 12% from FY 2023). Net loss: AU$59.9m (down 130% from profit in FY 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 13SEEK Limited Declares Final Cash Dividend for the Year 2024, Payable on 3 October 2024SEEK Limited declared a final cash dividend of 16 cents per share for the year 2024. Record date for determining entitlements to the final dividend is 5 September 2024. Payment date for final dividend is 3 October 2024.
Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €12.30. The fair value is estimated to be €15.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
お知らせ • Jun 22Red Arbor Holding S.L. completed the acquisition of unknown majority stake in Online Career Center México, S.A.P.I de C.V. and Catho Online Ltda. from SEEK Limited (ASX:SEK).Red Arbor Holding S.L. entered into a binding agreement to acquire unknown majority stake in Online Career Center México, S.A.P.I de C.V. and Catho Online Ltda. from SEEK Limited (ASX:SEK) for $85 million on June 5, 2024. A cash consideration of $85 million will be paid by Red Arbor Holding S.L. Redarbor will pay cash consideration of $85 million, plus customary working capital and other adjustments. Red Arbor Holding S.L. agreed to acquire 98.2% interest in Online Career Center México, S.A.P.I de C.V and 100% in Catho Online The parties have agreed that $20 million of the purchase price will be held in escrow as security against certain representations and warranties given by SEEK in connection with the transaction. Red Arbor Holding, S.L. acquiring 98.2% stake in OCC Mexico and its 100% stake in Catho Online. This is subject to certain customary conditions precedent. SEEK's current intention is to apply the net sale proceeds to the reduction of debt. The expected completion of the transaction is by end of June 2024. Red Arbor Holding S.L. completed the acquisition of unknown majority stake in Online Career Center México, S.A.P.I de C.V. and Catho Online Ltda. from SEEK Limited (ASX:SEK) on June 21, 2024.
お知らせ • Jun 21SEEK Limited to Report Fiscal Year 2024 Results on Aug 13, 2024SEEK Limited announced that they will report fiscal year 2024 results on Aug 13, 2024
お知らせ • May 23+ 1 more updateSEEK Limited Announces Organisational and Executive ChangesSEEK Limited announced the following changes to its organisational structure and Executive Leadership Team: Following the successful completion of the Unification project, SEEK's two commercial divisions, SEEK Australia and New Zealand and SEEK Asia, will be merged into a single Asia-Pacific (APAC) division. This will align sales and marketing functions with the unified product and technology structure. Peter Bithos will lead this combined division. Peter joined SEEK in 2020 and has led the SEEK Asia business since then. In recognition of the increasing importance of Artificial Intelligence (AI) to SEEK's products and internal processes, Grant Wright will be promoted to the Executive Leadership Team in the role of Group Executive, Artificial Intelligence. Grant joined SEEK in 2016, and since 2018 has led SEEK's AI team within the product function. Grant will continue in that role, which will remain integrated in the product team led by Simon Lusted and will assume the additional responsibility of leading a new initiative to improve the effectiveness and efficiency of SEEK's internal processes, including through the application of artificial intelligence capabilities. All changes will be effective from 1 July 2024. SEEK's financial results for the 2024 financial year will be reported against the existing structure, and pro forma guidance will be disclosed on changes necessary to reflect the new structure from 1 July 2024. From 1 July 2024, SEEK's Executive Leadership Team will be as follows: Emmett Sheppard - Group Executive, Corporate Strategy and Investments; Grant Wright - Group Executive, Artificial Intelligence; Ian Narev - Chief Executive Officer; Kathleen McCudden - Group Executive, People and Culture; Kendra Banks - Chief Financial Officer; Lisa Tobin - Group Executive, Technology; Peter Bithos - Group Executive, Commercial; Simon Lusted - Group Executive, Product.
Buy Or Sell Opportunity • May 03Now 20% overvaluedOver the last 90 days, the stock has fallen 7.7% to €14.40. The fair value is estimated to be €11.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Upcoming Dividend • Mar 12Upcoming dividend of AU$0.19 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 03 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (1.5%).
Buy Or Sell Opportunity • Mar 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.9% to €15.80. The fair value is estimated to be €13.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
Recent Insider Transactions • Feb 21MD, CEO & Executive Director recently sold €451k worth of stockOn the 15th of February, Ian Narev sold around 30k shares on-market at roughly €15.02 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Ian has been a net seller over the last 12 months, reducing personal holdings by €3.9m.
Declared Dividend • Feb 16First half dividend of AU$0.19 announcedShareholders will receive a dividend of AU$0.19. Ex-date: 19th March 2024 Payment date: 3rd April 2024 Dividend yield will be 2.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is not covered by earnings (145% earnings payout ratio) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 61% to bring the payout ratio under control. EPS is expected to grow by 98% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Feb 14First half 2024 earnings released: EPS: AU$0.099 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.099 (down from AU$0.38 in 1H 2023). Revenue: AU$596.8m (down 4.8% from 1H 2023). Net income: AU$35.2m (down 74% from 1H 2023). Profit margin: 5.9% (down from 22% in 1H 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
New Risk • Feb 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 162% Cash payout ratio: 139% Minor Risks High level of debt (42% net debt to equity). Profit margins are more than 30% lower than last year (8.6% net profit margin).
お知らせ • Jan 17SEEK Limited to Report Q2, 2024 Results on Feb 13, 2024SEEK Limited announced that they will report Q2, 2024 results on Feb 13, 2024
お知らせ • Nov 17SEEK Limited Announces Cessation of Julie Fahey as DirectorSEEK Limited announced that the cessation of Julie Fahey as director with effect from November 15, 2023.
Recent Insider Transactions • Oct 22MD, CEO & Executive Director recently sold €2.8m worth of stockOn the 13th of October, Ian Narev sold around 200k shares on-market at roughly €13.92 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Ian has been a net seller over the last 12 months, reducing personal holdings by €3.4m.
お知らせ • Oct 16Seek Limited Announces Resignation of Julie Fahey from SEEK Board, Effective 15 November 2023SEEK Limited (SEEK) announced Julie Fahey will retire from the SEEK Board at the conclusion of SEEK's Annual General Meeting on 15 November 2023, and will not stand for re-election. Julie was appointed as a non-executive director of SEEK in 2014 and is a member of the Audit & Risk Management Committee. The Board takes an orderly and ongoing approach to succession planning, taking into account diversity considerations and desired skills and experience. In the context of Julie's retirement and the Board's current diversity focus, the Board is undertaking a search for a female non-executive director with relevant experience for appointment to the Board over the comingmonths.
Buying Opportunity • Oct 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.1%. The fair value is estimated to be €17.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
Upcoming Dividend • Aug 30Upcoming dividend of AU$0.23 per share at 2.0% yieldEligible shareholders must have bought the stock before 06 September 2023. Payment date: 03 October 2023. Payout ratio is on the higher end at 82%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (1.9%).
Reported Earnings • Aug 21Full year 2023 earnings released: EPS: AU$0.57 (vs AU$0.68 in FY 2022)Full year 2023 results: EPS: AU$0.57 (down from AU$0.68 in FY 2022). Revenue: AU$1.24b (up 11% from FY 2022). Net income: AU$202.7m (down 16% from FY 2022). Profit margin: 16% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 21Full year 2023 earnings released: EPS: AU$0.57 (vs AU$0.68 in FY 2022)Full year 2023 results: EPS: AU$0.57 (down from AU$0.68 in FY 2022). Revenue: AU$1.24b (up 11% from FY 2022). Net income: AU$202.7m (down 16% from FY 2022). Profit margin: 16% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.1%. The fair value is estimated to be €17.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 66%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is forecast to decline by 4.2% per annum over the same time period.
お知らせ • Aug 15SEEK Limited, Annual General Meeting, Nov 15, 2023SEEK Limited, Annual General Meeting, Nov 15, 2023.
お知らせ • Aug 10WorkGenius, Inc. acquired Lindentor 196. VV GmbH on August 8, 2023.WorkGenius, Inc. acquired Lindentor 196. VV GmbH on August 8, 2023.WorkGenius, Inc. completed the acquisition of Lindentor 196. VV GmbH on August 8, 2023.
お知らせ • Jul 16SEEK Limited to Report Fiscal Year 2023 Results on Aug 15, 2023SEEK Limited announced that they will report fiscal year 2023 results on Aug 15, 2023
お知らせ • May 25SEEK Limited Appoints Jamaludin Ibrahim as a Non-Executive Director, Effective 3 July 2023SEEK Limited announced the appointment of Jamaludin Ibrahim as a Non-Executive Director, effective 3 July 2023. Jamal is based in Kuala Lumpur and has more than 40 years experience in the South-East Asia region, including over 16 years in information technology and 23 years in telecommunications. Jamal is currently a non-executive director of publicly listed Sunway Berhad, which is one of South-East Asia's leading conglomerates with a broad range of core interests. He is also Chairman of government-owned Prasarana Malaysia Berhard, Malaysia's public transport owner and operator, and Chairman of privately owned QSR Brands Holdings Bhd and AirAsia Aviation Group Ltd. Jamal has served the Malaysian government in various roles, including being appointed in 2020 by the former Prime Minister of Malaysia as a member of the then Economic Action Council and of the Digital Economy Council. Jamal's executive experience includes being the Chief Executive Officer of Axiata Group Berhad from 2008 to 2020 and, prior to that, as Chief Executive Officer of Maxis Communications Berhad for over eight years. Jamal also has executive experience with multi-national companies, including IBM and Digital Equipment Corporation. In accordance with SEEK's Constitution, Jamal will stand for election at SEEK's upcoming 2023 Annual General Meeting.
Upcoming Dividend • Mar 15Upcoming dividend of AU$0.24 per share at 1.8% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 05 April 2023. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.0%).
Recent Insider Transactions • Mar 02MD, CEO & Executive Director recently sold €659k worth of stockOn the 23rd of February, Ian Narev sold around 42k shares on-market at roughly €15.70 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ian's only on-market trade for the last 12 months.
Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.36 in 1H 2022)First half 2023 results: EPS: AU$0.38 (up from AU$0.36 in 1H 2022). Revenue: AU$626.7m (up 21% from 1H 2022). Net income: AU$135.0m (up 6.6% from 1H 2022). Profit margin: 22% (down from 25% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 12SEEK Limited to Report First Half, 2023 Results on Feb 21, 2023SEEK Limited announced that they will report first half, 2023 results on Feb 21, 2023
Buying Opportunity • Nov 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €17.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings is also forecast to grow by 9.8% per annum over the same time period.
Buying Opportunity • Sep 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.0%. The fair value is estimated to be €17.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 9.8% per annum over the same time period.
Recent Insider Transactions • Sep 06Independent Non-Executive Chairman recently bought €63k worth of stockOn the 29th of August, Graham Goldsmith bought around 5k shares on-market at roughly €14.09 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Graham's only on-market trade for the last 12 months.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.21 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.8%).
Reported Earnings • Aug 17Full year 2022 earnings releasedFull year 2022 results: Net income: AU$240.8m (up 130% from FY 2021).
Buying Opportunity • May 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be €20.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 26% in 2 years. Earnings is forecast to grow by 66% in the next 2 years.
Buying Opportunity • May 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €21.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.
Recent Insider Transactions • May 05Independent Non-Executive Director recently bought €74k worth of stockOn the 2nd of May, Michael Wachtel bought around 4k shares on-market at roughly €18.39 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €99k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Mar 16Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 07 April 2022. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (1.6%).
Buying Opportunity • Feb 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be AU$21.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% per annum over the last 3 years. The company has become profitable over the last year.
Reported Earnings • Feb 17First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.36 (up from AU$0.14 in 1H 2021). Revenue: AU$517.2m (up 59% from 1H 2021). Net income: AU$126.7m (up 153% from 1H 2021). Profit margin: 25% (up from 15% 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 15%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 01Upcoming dividend of AU$0.20 per shareEligible shareholders must have bought the stock before 08 September 2021. Payment date: 05 October 2021. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.0%).
Board Change • Aug 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. MD, CEO & Executive Director Ian Narev was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 24Full year 2021 earnings released: EPS AU$0.23 (vs AU$0.32 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$763.3m (down 52% from FY 2020). Net income: AU$82.8m (up AU$194.5m from FY 2020). Profit margin: 11% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 04Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 03Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 03Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 03Company Secretary Lynne Jensen has left the companyOn the 1st of July, Lynne Jensen's tenure as Company Secretary ended after 5.5 years in the role. We don't have any record of a personal shareholding under Lynne's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.50 years.
Executive Departure • Jul 01Group Chief Financial Officer Geoffrey Roberts has left the companyOn the 30th of June, Geoffrey Roberts' tenure as Group Chief Financial Officer ended after 5.7 years in the role. We don't have any record of a personal shareholding under Geoffrey's name. Geoffrey is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 4.25 years.
Reported Earnings • Feb 25First half 2021 earnings released: EPS AU$0.20 (vs AU$0.21 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$826.0m (down 6.5% from 1H 2020). Net income: AU$69.7m (down 7.8% from 1H 2020). Profit margin: 8.4% (down from 8.6% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 83% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 23Revenue misses expectationsRevenue missed analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 13%, compared to a 38% growth forecast for the Interactive Media and Services industry in Germany.
Is New 90 Day High Low • Feb 12New 90-day high: €19.90The company is up 31% from its price of €15.20 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.19 per share.
Is New 90 Day High Low • Jan 22New 90-day high: €18.50The company is up 37% from its price of €13.50 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.37 per share.
Is New 90 Day High Low • Dec 31New 90-day high: €17.90The company is up 38% from its price of €13.00 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.74 per share.
Is New 90 Day High Low • Dec 09New 90-day high: €16.70The company is up 43% from its price of €11.70 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.20 per share.
Is New 90 Day High Low • Nov 11New 90-day high: €14.60The company is up 24% from its price of €11.80 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.38 per share.
Is New 90 Day High Low • Oct 08New 90-day high: €13.90The company is up 6.0% from its price of €13.10 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services 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 €10.63 per share.
