View ValuationCAR Group 将来の成長Future 基準チェック /26CAR Group利益と収益がそれぞれ年間13.9%と8.9%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16.6% 13.9%なると予測されています。主要情報13.9%収益成長率13.90%EPS成長率Interactive Media and Services 収益成長29.8%収益成長率8.9%将来の株主資本利益率16.62%アナリストカバレッジGood最終更新日27 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 updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Non-Executive Director Kee Wong was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Feb 20CAR Group Limited Announces Change of Company Secretary, Effective 20 February 2026CAR Group Limited announced that Nicole Birman has stepped down as Company Secretary effective 20 February 2026. David McIndoe, CAR Group’s Associate General Counsel, will be the interim Company Secretary whilst the Group conducts a search process.お知らせ • Feb 11CAR Group Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on April 13, 2026CAR Group Limited announced ordinary dividend of AUD 0.42500000 per share for the six months ended December 31, 2025. Ex Date: March 13, 2026. Record Date: March 16, 2026. Payment Date: April 13, 2026.お知らせ • Feb 09+ 1 more updateCAR Group Limited (ASX:CAR) acquired 70.45% stake in Marchetti e Marchetti Tecnologia LTDA. for AUD 19.4 million.CAR Group Limited (ASX:CAR) acquired 70.45% stake in Marchetti e Marchetti Tecnologia LTDA. for AUD 19.4 million on July 1, 2025. A cash consideration of AUD 19.4 million will be paid by CAR Group Limited. As part of consideration, AUD 19.4 million is paid towards common equity of Marchetti e Marchetti Tecnologia LTDA. CAR Group Limited (ASX:CAR) completed the acquisition of 70.45% stake in Marchetti e Marchetti Tecnologia LTDA. on July 1, 2025.お知らせ • Jan 08CAR Group Limited to Report First Half, 2026 Results on Feb 09, 2026CAR Group Limited announced that they will report first half, 2026 results on Feb 09, 2026お知らせ • Nov 17CAR Group Limited Announces CFO ChangesCAR Group Limited announced the appointment of Geoff Trumbull as Chief Financial Officer (CFO) effective 2 March 2026. Geoff is an experienced CFO with over 20 years' experience in finance roles within the industrial, infrastructure and consumer sectors. Most recently, Geoff served as CFO of Symal Group Limited, an ASX-listed construction company. Prior to that, he was Group CFO of AMA Group Limited and held senior finance roles at Transurban Group Limited. Stephen Wong, who served as interim CFO during the executive search process, will resume his position as Chief Strategy Officer.お知らせ • Oct 31CAR Group Limited Announces Retirement of Kim Anderson as a Director, Effective 31 October 2025CAR Group Limited announced that Ms Kim Anderson has retired as a director effective 31 October 2025. Ms Anderson has been a non-executive director of the CAR Group since 16 June 2010 and has served as the Chair of the People & Culture Committee (formerly the Remuneration & Nomination Committee) for the past 10 years. Originally planning to retire in 2022, Ms Anderson agreed to extend her tenure following CAR Group's acquisition of Trader Interactive in light of her extensive experience in North America. Ms Anderson has been instrumental in a number of key initiatives for CAR Group, including the successful Board renewal program which has seen five appointments to the Board in the last nine years, and the streamlining of the Company's remuneration structure internationally. Ms Susan Massasso has been appointed to chair CAR Group's People & Culture Committee going forward. Following Ms Anderson's departure, the CAR Group Board has seven non-executive directors.お知らせ • Sep 26CAR Group Limited, Annual General Meeting, Oct 31, 2025CAR Group Limited, Annual General Meeting, Oct 31, 2025. Location: at the companys head office at 449 punt rd, richmond, victoria Australiaお知らせ • Jun 16CAR Group Limited to Report Fiscal Year 2025 Results on Aug 11, 2025CAR Group Limited announced that they will report fiscal year 2025 results on Aug 11, 2025お知らせ • Feb 10CAR Group Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2024, Payable on April 14, 2025CAR Group Limited announced ordinary dividend of AUD 0.38500000 per security for the six months ended December 31, 2024. Record Date: March 17, 2025, Ex Date: March 13, 2025, Payment Date: April 14, 2025.お知らせ • Jan 14+ 1 more updateCAR Group Limited Exits Tyres BusinessCAR Group Limited advised that following a strategic review, it has decided to exit its Australian Tyres business unit which comprises both the wholesale division tyreconnect and the e-commerce platform tyresales.com.au. This decision follows continued difficulty in achieving sustainable profitability in what is a highly competitive tyre retail and wholesale market. CAR Group has reached an agreement to sell certain assets of tyreconnect to a third party with the sale expected to be completed at the end of February. The transaction is not material to CAR Group. The tyresales.com.au platform will be closed effective 14 January 2025.お知らせ • Dec 20CAR Group Limited to Report First Half, 2025 Results on Feb 10, 2025CAR Group Limited announced that they will report first half, 2025 results on Feb 10, 2025お知らせ • Sep 23CAR Group Limited, Annual General Meeting, Oct 25, 2024CAR Group Limited, Annual General Meeting, Oct 25, 2024. Location: companys head office, 449 punt road, richmond, victoria AustraliaUpcoming Dividend • Sep 06Upcoming dividend of AU$0.39 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 14 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).Recent Insider Transactions • Aug 22MD, CEO & Director recently sold €1.1m worth of stockOn the 19th of August, Cameron McIntyre sold around 51k shares on-market at roughly €22.27 per share. This transaction amounted to 8.4% 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 Cameron's only on-market trade for the last 12 months.Declared Dividend • Aug 14Final dividend of AU$0.39 announcedShareholders will receive a dividend of AU$0.39. Ex-date: 13th September 2024 Payment date: 14th October 2024 Dividend yield will be 2.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is not covered by earnings (110% earnings payout ratio). However, it is covered by cash flows (81% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 22% to bring the payout ratio under control. EPS is expected to grow by 51% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 12Full year 2024 earnings released: EPS: AU$0.66 (vs AU$1.81 in FY 2023)Full year 2024 results: EPS: AU$0.66 (down from AU$1.81 in FY 2023). Revenue: AU$1.10b (up 41% from FY 2023). Net income: AU$250.0m (down 61% from FY 2023). Profit margin: 23% (down from 83% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 02Now 16% overvaluedThe stock has been flat over the last 90 days, currently trading at €21.00. The fair value is estimated to be €18.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.Buy Or Sell Opportunity • Jun 27Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €21.40. The fair value is estimated to be €17.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.お知らせ • Jun 18CAR Group Limited to Report Fiscal Year 2024 Results on Aug 12, 2024CAR Group Limited announced that they will report fiscal year 2024 results on Aug 12, 2024Buy Or Sell Opportunity • Jun 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to €22.00. The fair value is estimated to be €18.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.Recent Insider Transactions • Apr 05Co-Founder & Non Executive Director recently sold €2.4m worth of stockOn the 2nd of April, Walter Pisciotta sold around 111k shares on-market at roughly €21.65 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Walter has been a net seller over the last 12 months, reducing personal holdings by €3.4m.Buy Or Sell Opportunity • Mar 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €21.60. The fair value is estimated to be €17.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Upcoming Dividend • Mar 08Upcoming dividend of AU$0.34 per shareEligible shareholders must have bought the stock before 15 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 71% and the cash payout ratio is 77%. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.5%).Declared Dividend • Feb 14First half dividend of AU$0.34 announcedShareholders will receive a dividend of AU$0.34. Ex-date: 15th March 2024 Payment date: 15th April 2024 Dividend yield will be 2.7%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 13First half 2024 earnings released: EPS: AU$0.31 (vs AU$1.18 in 1H 2023)First half 2024 results: EPS: AU$0.31 (down from AU$1.18 in 1H 2023). Revenue: AU$531.0m (up 60% from 1H 2023). Net income: AU$117.0m (down 72% from 1H 2023). Profit margin: 22% (down from 125% in 1H 2023). Revenue is forecast to grow 11% 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 44% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 15CAR Group Limited to Report First Half, 2024 Results on Feb 12, 2024CAR Group Limited announced that they will report first half, 2024 results on Feb 12, 2024お知らせ • Sep 26carsales.com Ltd, Annual General Meeting, Oct 27, 2023carsales.com Ltd, Annual General Meeting, Oct 27, 2023, at 11:00 AUS Eastern Standard Time. Location: Company's head office at 449 Punt Rd, Richmond, Victoria Australia Agenda: To consider the Financial Report of the company for the year ended 30 June 2023, including the Directors' declaration, the related Directors' Report and the Auditor's Report of the Company; to consider Adoption of FY23 Remuneration Report; to consider Re-election of Directors; and to consider Grant of Rights to the MD and CEO, in respect of the FY23 STI.お知らせ • Sep 22Pip Marlow to Join carsales.com Ltd.'s Board of Directors, Effective 1 February 2024carsales.com Limited announced that Philippa (Pip) Marlow has been appointed to its Board of Directors as a Non-Executive Director effective 1 February 2024. Ms Marlow is a highly skilled and experienced leader in global technology. Most recently, Ms Marlow was Chief Executive Officer of Salesforce across its Australian, New Zealand and ASEAN operations. She joined Salesforce in 2019 and led the business through significant growth through a challenging period. Prior to her time at Salesforce, Ms Marlow was CEO Customer Marketplace at Suncorp, where she was responsible for go-to-market strategy, customer satisfaction and the digital transformation program. Prior to that, Ms Marlow enjoyed a 21 year career at Microsoft, where she held a number of local and global roles including in the US, culminating in her appointment as Managing Director of Microsoft Australia for 6 years. Ms Marlow is also a non-executive director of Rugby Australia and the Rugby World Cup, is a member of Chief Executive Women, and is an Executive Ally for Pride Diversity. Ms Marlow previously sat on the Vice-Chancellor's Advisory Board at the University of Technology Sydney (UTS) and holds an Honorary Fellowship with UTS.Upcoming Dividend • Sep 08Upcoming dividend of AU$0.33 per share at 2.1% yieldEligible shareholders must have bought the stock before 15 September 2023. Payment date: 16 October 2023. Payout ratio is a comfortable 34% and the cash payout ratio is 88%. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.9%).Reported Earnings • Aug 15Full year 2023 earnings released: EPS: AU$1.81 (vs AU$0.57 in FY 2022)Full year 2023 results: EPS: AU$1.81 (up from AU$0.57 in FY 2022). Revenue: AU$781.2m (up 54% from FY 2022). Net income: AU$645.6m (up 302% from FY 2022). Profit margin: 83% (up from 32% in FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 06carsales.com Ltd to Report Fiscal Year 2023 Results on Aug 14, 2023carsales.com Ltd announced that they will report fiscal year 2023 results on Aug 14, 2023New Risk • Jun 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €972k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Earnings are forecast to decline by an average of 9.6% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (125% cash payout ratio). Large one-off items impacting financial results. Shareholders have been diluted in the past year (33% increase in shares outstanding). Significant insider selling over the past 3 months (€972k sold).お知らせ • Jun 05carsales.com Ltd Appoints Susan Massasso to the Board of Directors as A Non-Executive Director, Effective from 14 June 2023carsales.com Limited announced that Susan Massasso has been appointed to its Board of Directors as a Non-Executive Director effective 14 June 2023. Ms Massasso is an experienced Non-Executive Director, advisor and executive with a strong track record in strategy, scale-up growth and international market development. Ms Massasso was the Chief Growth and Brand Officer for The a2 Milk Company (having been promoted from Chief Marketing Officer) from 2013 to 2021. In that role, she had responsibility for all aspects of customer experience, brand development and innovation; co-led the company's SX listing; and had shared responsibility for the global P&L, business growth strategy, and crisis and risk management programs. Ms Massasso is currently a Non-Executive Director and member of the remuneration committee for Made Group, Deputy Chair and member of the Audit and Risk Committee of St Aloysius College and Managing Partner of reThink | Massasso Advisory Group, where she advises a diverse range of brand- led organisations, early-stage founders and emerging leaders. Ms Massasso holds a Bachelor of Commerce (Accounting and Marketing) from the University of Sydney and is a graduate of the Australian Institute of Company Directors' Company Directors Course. Ms Massasso's appointment brings the number of carsales directors to eight.Recent Insider Transactions • May 26Co-Founder & Non Executive Director recently sold €972k worth of stockOn the 24th of May, Walter Pisciotta sold around 68k shares on-market at roughly €14.31 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Walter has been a net seller over the last 12 months, reducing personal holdings by €4.7m.Upcoming Dividend • Mar 10Upcoming dividend of AU$0.28 per share at 2.3% yieldEligible shareholders must have bought the stock before 17 March 2023. Payment date: 18 April 2023. Payout ratio is a comfortable 33% and the cash payout ratio is 94%. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.9%).Reported Earnings • Feb 14First half 2023 earnings released: EPS: AU$1.19 (vs AU$0.26 in 1H 2022)First half 2023 results: EPS: AU$1.19 (up from AU$0.26 in 1H 2022). Revenue: AU$331.8m (up 37% from 1H 2022). Net income: AU$416.5m (up 458% from 1H 2022). Revenue is forecast to grow 10% 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 36% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 13carsales.com Ltd Announces Ordinary Dividend for the Period of Six Months Ended December 31, 2022, Payable on April 18, 2023carsales.com Ltd. announced ordinary dividend for the period of six months ended December 31, 2022 of AUD 0.28500000 with Record Date 20 March, 2023; Ex Date 17 March, 2023 and Payment Date to be 18 April, 2023.お知らせ • Jan 09carsales.com Ltd to Report First Half, 2023 Results on Feb 13, 2023carsales.com Ltd announced that they will report first half, 2023 results on Feb 13, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Kee Wong was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Sep 09Upcoming dividend of AU$0.24 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 17 October 2022. Payout ratio and cash payout ratio are on the higher end at 88% and 81% respectively. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.8%).Recent Insider Transactions • Sep 03MD, CEO & Director recently sold €1.2m worth of stockOn the 31st of August, Cameron McIntyre sold around 80k shares on-market at roughly €15.13 per share. This transaction amounted to 18% 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 Cameron's only on-market trade for the last 12 months.Reported Earnings • Aug 16Full year 2022 earnings released: EPS: AU$0.57 (vs AU$0.53 in FY 2021)Full year 2022 results: EPS: AU$0.57 (up from AU$0.53 in FY 2021). Revenue: AU$509.1m (up 19% from FY 2021). Net income: AU$160.8m (up 23% from FY 2021). Profit margin: 32% (up from 31% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 47%, compared to a 16% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Kee Wong was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 11Upcoming dividend of AU$0.26 per shareEligible shareholders must have bought the stock before 18 March 2022. Payment date: 19 April 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.5%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 15First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.26 (up from AU$0.24 in 1H 2021). Revenue: AU$241.9m (up 22% from 1H 2021). Net income: AU$74.6m (up 22% from 1H 2021). Profit margin: 31% (in line with 1H 2021). Revenue exceeded analyst estimates by 6.3%. Over the next year, revenue is forecast to grow 12%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Recent Insider Transactions • Dec 26Co-Founder & Non Executive Director recently sold €958k worth of stockOn the 20th of December, Walter Pisciotta sold around 60k shares on-market at roughly €15.96 per share. This was the largest sale by an insider in the last 3 months. This was Walter's only on-market trade for the last 12 months.Upcoming Dividend • Sep 10Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 17 September 2021. Payment date: 18 October 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 18Full year 2021 earnings released: EPS AU$0.53 (vs AU$0.49 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: AU$427.2m (up 8.4% from FY 2020). Net income: AU$130.7m (up 9.3% from FY 2020). Profit margin: 31% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Recent Insider Transactions • May 26MD, CEO & Director recently bought €570k worth of stockOn the 24th of May, Cameron McIntyre bought around 53k shares on-market at roughly €10.75 per share. This was the largest purchase by an insider in the last 3 months. This was Cameron's only on-market trade for the last 12 months.Upcoming Dividend • Mar 17Upcoming Dividend of AU$0.25 Per ShareWill be paid on the 21st of April to those who are registered shareholders by the 23rd of March. The trailing yield of 2.7% is below the top quartile of German dividend payers (3.3%), but it is higher than industry peers (1.2%).Is New 90 Day High Low • Mar 10New 90-day low: €11.50The company is down 3.0% from its price of €11.80 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.03 per share.Reported Earnings • Feb 18First half 2021 earnings released: EPS AU$0.25 (vs AU$0.29 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$198.9m (down 6.8% from 1H 2020). Net income: AU$61.1m (down 14% from 1H 2020). Profit margin: 31% (down from 33% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 18Revenue misses expectationsRevenue missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 20%, compared to a 39% growth forecast for the Interactive Media and Services industry in Germany.Is New 90 Day High Low • Feb 06New 90-day high: €13.80The company is up 5.0% from its price of €13.20 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.27 per share.Is New 90 Day High Low • Dec 03New 90-day low: €11.90The company is down 5.0% from its price of €12.50 on 04 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Interactive Media and Services industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.21 per share.Is New 90 Day High Low • Nov 10New 90-day high: €13.70The company is up 20% from its price of €11.40 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 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.89 per share.Is New 90 Day High Low • Oct 07New 90-day high: €13.20The company is up 19% from its price of €11.10 on 09 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 €10.68 per share.業績と収益の成長予測DB:WN6 - 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6/30/20281,562467524675146/30/20271,410408467610156/30/20261,2783344075381512/31/20251,230295443569N/A9/30/20251,207285422545N/A6/30/20251,184275401520N/A3/31/20251,166266381495N/A12/31/20241,147256360470N/A9/30/20241,123253359465N/A6/30/20241,099250357459N/A3/31/20241,040298325429N/A12/31/2023980346294398N/A9/30/2023881496253349N/A6/30/2023781646212299N/A3/31/2023690574186259N/A12/31/2022599503159218N/A9/30/2022554332157211N/A6/30/2022509161155204N/A3/31/2022490153156200N/A12/31/2021470144157196N/A9/30/2021449137162198N/A6/30/2021427131167201N/A3/31/2021403120157191N/A12/31/2020380110147182N/A9/30/2020387115145179N/A6/30/2020394120143176N/A12/31/2019426145148176N/A9/30/2019422138N/A167N/A6/30/2019417132N/A158N/A12/31/2018381178N/A144N/A9/30/2018379179N/A132N/A6/30/2018377180N/A119N/A3/31/2018419154N/A119N/A12/31/2017394123N/A119N/A9/30/2017383116N/A122N/A6/30/2017372109N/A125N/A3/31/2017364107N/A123N/A12/31/2016355105N/A121N/A9/30/2016350107N/A120N/A6/30/2016344109N/A120N/A3/31/2016336109N/A114N/A12/31/2015328108N/A108N/A9/30/2015320105N/A105N/A6/30/2015312103N/A102N/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: WN6の予測収益成長率 (年間13.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: WN6の収益 ( 13.9% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: WN6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: WN6の収益 ( 8.9% ) German市場 ( 6.8% ) 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: WN6の収益 ( 8.9% ) 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: WN6の 自己資本利益率 は、3年後には低くなると予測されています ( 16.6 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 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2026/05/25 14:28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CAR Group Limited 15 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。34 アナリスト機関Aryan NoroziBarrenjoey Markets Pty LimitedEric ChoiBarrenjoey Markets Pty LimitedMichael ArdreyBell Potter31 その他のアナリストを表示
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Non-Executive Director Kee Wong was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 20CAR Group Limited Announces Change of Company Secretary, Effective 20 February 2026CAR Group Limited announced that Nicole Birman has stepped down as Company Secretary effective 20 February 2026. David McIndoe, CAR Group’s Associate General Counsel, will be the interim Company Secretary whilst the Group conducts a search process.
お知らせ • Feb 11CAR Group Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on April 13, 2026CAR Group Limited announced ordinary dividend of AUD 0.42500000 per share for the six months ended December 31, 2025. Ex Date: March 13, 2026. Record Date: March 16, 2026. Payment Date: April 13, 2026.
お知らせ • Feb 09+ 1 more updateCAR Group Limited (ASX:CAR) acquired 70.45% stake in Marchetti e Marchetti Tecnologia LTDA. for AUD 19.4 million.CAR Group Limited (ASX:CAR) acquired 70.45% stake in Marchetti e Marchetti Tecnologia LTDA. for AUD 19.4 million on July 1, 2025. A cash consideration of AUD 19.4 million will be paid by CAR Group Limited. As part of consideration, AUD 19.4 million is paid towards common equity of Marchetti e Marchetti Tecnologia LTDA. CAR Group Limited (ASX:CAR) completed the acquisition of 70.45% stake in Marchetti e Marchetti Tecnologia LTDA. on July 1, 2025.
お知らせ • Jan 08CAR Group Limited to Report First Half, 2026 Results on Feb 09, 2026CAR Group Limited announced that they will report first half, 2026 results on Feb 09, 2026
お知らせ • Nov 17CAR Group Limited Announces CFO ChangesCAR Group Limited announced the appointment of Geoff Trumbull as Chief Financial Officer (CFO) effective 2 March 2026. Geoff is an experienced CFO with over 20 years' experience in finance roles within the industrial, infrastructure and consumer sectors. Most recently, Geoff served as CFO of Symal Group Limited, an ASX-listed construction company. Prior to that, he was Group CFO of AMA Group Limited and held senior finance roles at Transurban Group Limited. Stephen Wong, who served as interim CFO during the executive search process, will resume his position as Chief Strategy Officer.
お知らせ • Oct 31CAR Group Limited Announces Retirement of Kim Anderson as a Director, Effective 31 October 2025CAR Group Limited announced that Ms Kim Anderson has retired as a director effective 31 October 2025. Ms Anderson has been a non-executive director of the CAR Group since 16 June 2010 and has served as the Chair of the People & Culture Committee (formerly the Remuneration & Nomination Committee) for the past 10 years. Originally planning to retire in 2022, Ms Anderson agreed to extend her tenure following CAR Group's acquisition of Trader Interactive in light of her extensive experience in North America. Ms Anderson has been instrumental in a number of key initiatives for CAR Group, including the successful Board renewal program which has seen five appointments to the Board in the last nine years, and the streamlining of the Company's remuneration structure internationally. Ms Susan Massasso has been appointed to chair CAR Group's People & Culture Committee going forward. Following Ms Anderson's departure, the CAR Group Board has seven non-executive directors.
お知らせ • Sep 26CAR Group Limited, Annual General Meeting, Oct 31, 2025CAR Group Limited, Annual General Meeting, Oct 31, 2025. Location: at the companys head office at 449 punt rd, richmond, victoria Australia
お知らせ • Jun 16CAR Group Limited to Report Fiscal Year 2025 Results on Aug 11, 2025CAR Group Limited announced that they will report fiscal year 2025 results on Aug 11, 2025
お知らせ • Feb 10CAR Group Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2024, Payable on April 14, 2025CAR Group Limited announced ordinary dividend of AUD 0.38500000 per security for the six months ended December 31, 2024. Record Date: March 17, 2025, Ex Date: March 13, 2025, Payment Date: April 14, 2025.
お知らせ • Jan 14+ 1 more updateCAR Group Limited Exits Tyres BusinessCAR Group Limited advised that following a strategic review, it has decided to exit its Australian Tyres business unit which comprises both the wholesale division tyreconnect and the e-commerce platform tyresales.com.au. This decision follows continued difficulty in achieving sustainable profitability in what is a highly competitive tyre retail and wholesale market. CAR Group has reached an agreement to sell certain assets of tyreconnect to a third party with the sale expected to be completed at the end of February. The transaction is not material to CAR Group. The tyresales.com.au platform will be closed effective 14 January 2025.
お知らせ • Dec 20CAR Group Limited to Report First Half, 2025 Results on Feb 10, 2025CAR Group Limited announced that they will report first half, 2025 results on Feb 10, 2025
お知らせ • Sep 23CAR Group Limited, Annual General Meeting, Oct 25, 2024CAR Group Limited, Annual General Meeting, Oct 25, 2024. Location: companys head office, 449 punt road, richmond, victoria Australia
Upcoming Dividend • Sep 06Upcoming dividend of AU$0.39 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 14 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).
Recent Insider Transactions • Aug 22MD, CEO & Director recently sold €1.1m worth of stockOn the 19th of August, Cameron McIntyre sold around 51k shares on-market at roughly €22.27 per share. This transaction amounted to 8.4% 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 Cameron's only on-market trade for the last 12 months.
Declared Dividend • Aug 14Final dividend of AU$0.39 announcedShareholders will receive a dividend of AU$0.39. Ex-date: 13th September 2024 Payment date: 14th October 2024 Dividend yield will be 2.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is not covered by earnings (110% earnings payout ratio). However, it is covered by cash flows (81% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 22% to bring the payout ratio under control. EPS is expected to grow by 51% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 12Full year 2024 earnings released: EPS: AU$0.66 (vs AU$1.81 in FY 2023)Full year 2024 results: EPS: AU$0.66 (down from AU$1.81 in FY 2023). Revenue: AU$1.10b (up 41% from FY 2023). Net income: AU$250.0m (down 61% from FY 2023). Profit margin: 23% (down from 83% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 02Now 16% overvaluedThe stock has been flat over the last 90 days, currently trading at €21.00. The fair value is estimated to be €18.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
Buy Or Sell Opportunity • Jun 27Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €21.40. The fair value is estimated to be €17.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
お知らせ • Jun 18CAR Group Limited to Report Fiscal Year 2024 Results on Aug 12, 2024CAR Group Limited announced that they will report fiscal year 2024 results on Aug 12, 2024
Buy Or Sell Opportunity • Jun 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to €22.00. The fair value is estimated to be €18.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
Recent Insider Transactions • Apr 05Co-Founder & Non Executive Director recently sold €2.4m worth of stockOn the 2nd of April, Walter Pisciotta sold around 111k shares on-market at roughly €21.65 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Walter has been a net seller over the last 12 months, reducing personal holdings by €3.4m.
Buy Or Sell Opportunity • Mar 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €21.60. The fair value is estimated to be €17.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Upcoming Dividend • Mar 08Upcoming dividend of AU$0.34 per shareEligible shareholders must have bought the stock before 15 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 71% and the cash payout ratio is 77%. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.5%).
Declared Dividend • Feb 14First half dividend of AU$0.34 announcedShareholders will receive a dividend of AU$0.34. Ex-date: 15th March 2024 Payment date: 15th April 2024 Dividend yield will be 2.7%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 13First half 2024 earnings released: EPS: AU$0.31 (vs AU$1.18 in 1H 2023)First half 2024 results: EPS: AU$0.31 (down from AU$1.18 in 1H 2023). Revenue: AU$531.0m (up 60% from 1H 2023). Net income: AU$117.0m (down 72% from 1H 2023). Profit margin: 22% (down from 125% in 1H 2023). Revenue is forecast to grow 11% 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 44% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 15CAR Group Limited to Report First Half, 2024 Results on Feb 12, 2024CAR Group Limited announced that they will report first half, 2024 results on Feb 12, 2024
お知らせ • Sep 26carsales.com Ltd, Annual General Meeting, Oct 27, 2023carsales.com Ltd, Annual General Meeting, Oct 27, 2023, at 11:00 AUS Eastern Standard Time. Location: Company's head office at 449 Punt Rd, Richmond, Victoria Australia Agenda: To consider the Financial Report of the company for the year ended 30 June 2023, including the Directors' declaration, the related Directors' Report and the Auditor's Report of the Company; to consider Adoption of FY23 Remuneration Report; to consider Re-election of Directors; and to consider Grant of Rights to the MD and CEO, in respect of the FY23 STI.
お知らせ • Sep 22Pip Marlow to Join carsales.com Ltd.'s Board of Directors, Effective 1 February 2024carsales.com Limited announced that Philippa (Pip) Marlow has been appointed to its Board of Directors as a Non-Executive Director effective 1 February 2024. Ms Marlow is a highly skilled and experienced leader in global technology. Most recently, Ms Marlow was Chief Executive Officer of Salesforce across its Australian, New Zealand and ASEAN operations. She joined Salesforce in 2019 and led the business through significant growth through a challenging period. Prior to her time at Salesforce, Ms Marlow was CEO Customer Marketplace at Suncorp, where she was responsible for go-to-market strategy, customer satisfaction and the digital transformation program. Prior to that, Ms Marlow enjoyed a 21 year career at Microsoft, where she held a number of local and global roles including in the US, culminating in her appointment as Managing Director of Microsoft Australia for 6 years. Ms Marlow is also a non-executive director of Rugby Australia and the Rugby World Cup, is a member of Chief Executive Women, and is an Executive Ally for Pride Diversity. Ms Marlow previously sat on the Vice-Chancellor's Advisory Board at the University of Technology Sydney (UTS) and holds an Honorary Fellowship with UTS.
Upcoming Dividend • Sep 08Upcoming dividend of AU$0.33 per share at 2.1% yieldEligible shareholders must have bought the stock before 15 September 2023. Payment date: 16 October 2023. Payout ratio is a comfortable 34% and the cash payout ratio is 88%. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.9%).
Reported Earnings • Aug 15Full year 2023 earnings released: EPS: AU$1.81 (vs AU$0.57 in FY 2022)Full year 2023 results: EPS: AU$1.81 (up from AU$0.57 in FY 2022). Revenue: AU$781.2m (up 54% from FY 2022). Net income: AU$645.6m (up 302% from FY 2022). Profit margin: 83% (up from 32% in FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 06carsales.com Ltd to Report Fiscal Year 2023 Results on Aug 14, 2023carsales.com Ltd announced that they will report fiscal year 2023 results on Aug 14, 2023
New Risk • Jun 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €972k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Earnings are forecast to decline by an average of 9.6% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (125% cash payout ratio). Large one-off items impacting financial results. Shareholders have been diluted in the past year (33% increase in shares outstanding). Significant insider selling over the past 3 months (€972k sold).
お知らせ • Jun 05carsales.com Ltd Appoints Susan Massasso to the Board of Directors as A Non-Executive Director, Effective from 14 June 2023carsales.com Limited announced that Susan Massasso has been appointed to its Board of Directors as a Non-Executive Director effective 14 June 2023. Ms Massasso is an experienced Non-Executive Director, advisor and executive with a strong track record in strategy, scale-up growth and international market development. Ms Massasso was the Chief Growth and Brand Officer for The a2 Milk Company (having been promoted from Chief Marketing Officer) from 2013 to 2021. In that role, she had responsibility for all aspects of customer experience, brand development and innovation; co-led the company's SX listing; and had shared responsibility for the global P&L, business growth strategy, and crisis and risk management programs. Ms Massasso is currently a Non-Executive Director and member of the remuneration committee for Made Group, Deputy Chair and member of the Audit and Risk Committee of St Aloysius College and Managing Partner of reThink | Massasso Advisory Group, where she advises a diverse range of brand- led organisations, early-stage founders and emerging leaders. Ms Massasso holds a Bachelor of Commerce (Accounting and Marketing) from the University of Sydney and is a graduate of the Australian Institute of Company Directors' Company Directors Course. Ms Massasso's appointment brings the number of carsales directors to eight.
Recent Insider Transactions • May 26Co-Founder & Non Executive Director recently sold €972k worth of stockOn the 24th of May, Walter Pisciotta sold around 68k shares on-market at roughly €14.31 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Walter has been a net seller over the last 12 months, reducing personal holdings by €4.7m.
Upcoming Dividend • Mar 10Upcoming dividend of AU$0.28 per share at 2.3% yieldEligible shareholders must have bought the stock before 17 March 2023. Payment date: 18 April 2023. Payout ratio is a comfortable 33% and the cash payout ratio is 94%. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.9%).
Reported Earnings • Feb 14First half 2023 earnings released: EPS: AU$1.19 (vs AU$0.26 in 1H 2022)First half 2023 results: EPS: AU$1.19 (up from AU$0.26 in 1H 2022). Revenue: AU$331.8m (up 37% from 1H 2022). Net income: AU$416.5m (up 458% from 1H 2022). Revenue is forecast to grow 10% 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 36% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 13carsales.com Ltd Announces Ordinary Dividend for the Period of Six Months Ended December 31, 2022, Payable on April 18, 2023carsales.com Ltd. announced ordinary dividend for the period of six months ended December 31, 2022 of AUD 0.28500000 with Record Date 20 March, 2023; Ex Date 17 March, 2023 and Payment Date to be 18 April, 2023.
お知らせ • Jan 09carsales.com Ltd to Report First Half, 2023 Results on Feb 13, 2023carsales.com Ltd announced that they will report first half, 2023 results on Feb 13, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Kee Wong was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Sep 09Upcoming dividend of AU$0.24 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 17 October 2022. Payout ratio and cash payout ratio are on the higher end at 88% and 81% respectively. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.8%).
Recent Insider Transactions • Sep 03MD, CEO & Director recently sold €1.2m worth of stockOn the 31st of August, Cameron McIntyre sold around 80k shares on-market at roughly €15.13 per share. This transaction amounted to 18% 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 Cameron's only on-market trade for the last 12 months.
Reported Earnings • Aug 16Full year 2022 earnings released: EPS: AU$0.57 (vs AU$0.53 in FY 2021)Full year 2022 results: EPS: AU$0.57 (up from AU$0.53 in FY 2021). Revenue: AU$509.1m (up 19% from FY 2021). Net income: AU$160.8m (up 23% from FY 2021). Profit margin: 32% (up from 31% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 47%, compared to a 16% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Kee Wong was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 11Upcoming dividend of AU$0.26 per shareEligible shareholders must have bought the stock before 18 March 2022. Payment date: 19 April 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.5%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 15First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.26 (up from AU$0.24 in 1H 2021). Revenue: AU$241.9m (up 22% from 1H 2021). Net income: AU$74.6m (up 22% from 1H 2021). Profit margin: 31% (in line with 1H 2021). Revenue exceeded analyst estimates by 6.3%. Over the next year, revenue is forecast to grow 12%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Dec 26Co-Founder & Non Executive Director recently sold €958k worth of stockOn the 20th of December, Walter Pisciotta sold around 60k shares on-market at roughly €15.96 per share. This was the largest sale by an insider in the last 3 months. This was Walter's only on-market trade for the last 12 months.
Upcoming Dividend • Sep 10Upcoming dividend of AU$0.23 per shareEligible shareholders must have bought the stock before 17 September 2021. Payment date: 18 October 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 18Full year 2021 earnings released: EPS AU$0.53 (vs AU$0.49 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: AU$427.2m (up 8.4% from FY 2020). Net income: AU$130.7m (up 9.3% from FY 2020). Profit margin: 31% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Recent Insider Transactions • May 26MD, CEO & Director recently bought €570k worth of stockOn the 24th of May, Cameron McIntyre bought around 53k shares on-market at roughly €10.75 per share. This was the largest purchase by an insider in the last 3 months. This was Cameron's only on-market trade for the last 12 months.
Upcoming Dividend • Mar 17Upcoming Dividend of AU$0.25 Per ShareWill be paid on the 21st of April to those who are registered shareholders by the 23rd of March. The trailing yield of 2.7% is below the top quartile of German dividend payers (3.3%), but it is higher than industry peers (1.2%).
Is New 90 Day High Low • Mar 10New 90-day low: €11.50The company is down 3.0% from its price of €11.80 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.03 per share.
Reported Earnings • Feb 18First half 2021 earnings released: EPS AU$0.25 (vs AU$0.29 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$198.9m (down 6.8% from 1H 2020). Net income: AU$61.1m (down 14% from 1H 2020). Profit margin: 31% (down from 33% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 18Revenue misses expectationsRevenue missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 20%, compared to a 39% growth forecast for the Interactive Media and Services industry in Germany.
Is New 90 Day High Low • Feb 06New 90-day high: €13.80The company is up 5.0% from its price of €13.20 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.27 per share.
Is New 90 Day High Low • Dec 03New 90-day low: €11.90The company is down 5.0% from its price of €12.50 on 04 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Interactive Media and Services industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.21 per share.
Is New 90 Day High Low • Nov 10New 90-day high: €13.70The company is up 20% from its price of €11.40 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 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.89 per share.
Is New 90 Day High Low • Oct 07New 90-day high: €13.20The company is up 19% from its price of €11.10 on 09 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 €10.68 per share.