IDP Education (IEL) 주식 개요
IDP Education Limited는 아시아, 오스트랄라시아 및 전 세계에서 학생 배정 서비스를 제공합니다. 자세히 보기
IEL Community Fair Values
Create NarrativeSee what 55 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
AU$4.65
FV
62.2% 저평가 내재 할인율27.98%
Revenue growth p.a.
134
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
IDP Education Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | AU$1.76 |
| 52주 최고가 | AU$6.74 |
| 52주 최저가 | AU$1.53 |
| 베타 | 0.76 |
| 1개월 변동 | -16.19% |
| 3개월 변동 | -34.08% |
| 1년 변동 | -62.23% |
| 3년 변동 | -93.23% |
| 5년 변동 | -93.98% |
| IPO 이후 변동 | -48.24% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 21
IEL: Share Buyback Will Drive Future Re Rating After Index Removal
Analysts have revised their price target on IDP Education to reflect a lower assessed fair value of A$3.18 per share, compared with the previous A$4.21. The revision is guided by updated views on revenue growth, profit margins and future P/E assumptions.
내러티브 업데이트 • Aug 20
IDP Education (ASX: IEL) — FY26 result, a 26% haircut, and the question that actually matters
Posted 20 August 2026. Disclosure at the bottom — I hold this, I'm underwater on it, read accordingly.내러티브 업데이트 • Jul 13
IEL: Share Buyback Will Support Future Re Rating Despite Index Removal
Analysts have trimmed their price target on IDP Education to A$4.21 from A$4.85, citing slightly higher discount rates, more measured revenue growth assumptions, modestly softer profit margin expectations, and a lower future P/E multiple in their refreshed models. What's in the News for IDP Education The Board of Directors of IDP Education authorized a share buyback plan on June 19, 2026, according to a buyback transaction announcement.내러티브 업데이트 • Jun 22
IEL: Share Buyback And Student Volume Recovery Will Support Re Rating
Analysts have revised their price target on IDP Education to A$4.85 from A$6.34, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples. What’s in the News for IDP Education IDP Education announced a share repurchase program authorizing the company to buy back up to A$50 million of its shares, with the program running through June 30, 2027.Recent updates
내러티브 업데이트 • Aug 21
IEL: Share Buyback Will Drive Future Re Rating After Index Removal
Analysts have revised their price target on IDP Education to reflect a lower assessed fair value of A$3.18 per share, compared with the previous A$4.21. The revision is guided by updated views on revenue growth, profit margins and future P/E assumptions.내러티브 업데이트 • Aug 20
IDP Education (ASX: IEL) — FY26 result, a 26% haircut, and the question that actually matters
Posted 20 August 2026. Disclosure at the bottom — I hold this, I'm underwater on it, read accordingly.내러티브 업데이트 • Jul 13
IEL: Share Buyback Will Support Future Re Rating Despite Index Removal
Analysts have trimmed their price target on IDP Education to A$4.21 from A$4.85, citing slightly higher discount rates, more measured revenue growth assumptions, modestly softer profit margin expectations, and a lower future P/E multiple in their refreshed models. What's in the News for IDP Education The Board of Directors of IDP Education authorized a share buyback plan on June 19, 2026, according to a buyback transaction announcement.내러티브 업데이트 • Jun 22
IEL: Share Buyback And Student Volume Recovery Will Support Re Rating
Analysts have revised their price target on IDP Education to A$4.85 from A$6.34, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples. What’s in the News for IDP Education IDP Education announced a share repurchase program authorizing the company to buy back up to A$50 million of its shares, with the program running through June 30, 2027.새로운 내러티브 • Jun 09
IDP Education Limited (ASX: IEL) - A contrarian Review
THE THESIS The market is pricing terminal decline into a franchise that is still taking price. That is the contrarian opportunity.내러티브 업데이트 • Jun 07
IEL: Student Volume Recovery Will Eventually Support A Re Rating
Analysts have trimmed their fair value estimate for IDP Education from A$6.80 to A$6.34 as they factor in a slightly higher discount rate, a modestly lower revenue growth outlook, a small improvement in profit margins, and a reduced forward P/E assumption. What's in the News IDP Education shares recently reached their lowest level since 2016, according to Macquarie research coverage.내러티브 업데이트 • Apr 29
IEL: Student Volume Recovery And 2026 Distribution Will Support Re Rating
The Street price target for IDP Education has been reset to A$4.90, with analysts citing uncertainty in student volumes and a slightly higher implied discount rate and forward P/E as key factors behind the updated view. Analyst Commentary Recent Street research on IDP Education reflects a mixed stance, with the A$4.90 price target anchoring views around both execution risk and potential upside if student flows stabilise.내러티브 업데이트 • Apr 15
IEL: Student Volume Recovery And 2026 Distribution Will Rebuild Market Confidence
Analysts have kept their fair value assumptions steady. Reflecting a slightly lower discount rate and tweaked forward P/E inputs alongside mixed recent research views, they have modestly adjusted their IDP Education price target from A$4.90 to A$4.90, maintaining a neutral tone on near term student volume uncertainty.내러티브 업데이트 • Mar 31
IEL: Student Volume Recovery And 2026 Dividend Payout Will Restore Market Confidence
Analysts have trimmed their fair value estimate for IDP Education, nudging the implied price target slightly lower to around A$6.80. This reflects a modestly higher discount rate, slightly adjusted revenue growth and profit margin assumptions, and a small reset in future P/E expectations in light of recent, mixed broker research, including a Neutral resumption at A$4.90.내러티브 업데이트 • Mar 16
IEL: Student Volume Recovery And Dividend Payout Will Support Renewed Market Confidence
Analysts have nudged their price target on IDP Education slightly higher to A$6.85 from A$6.80. This adjustment reflects small refinements to fair value, discount rate, growth and margin assumptions in light of mixed recent research, including renewed Neutral coverage and lingering caution around student volume uncertainty.내러티브 업데이트 • Mar 02
IEL: Neutral Re-Rating And Dividend Continuation Will Support Renewed Market Confidence
Analysts have trimmed their aggregate price target on IDP Education by about A$0.85 per share. This reflects updated views on fair value, discount rates, growth and margins, along with mixed recent research that highlights both cautious near term student volume expectations and a resumed Neutral stance at A$4.90.분석 기사 • Jan 29
IDP Education (ASX:IEL) Could Be Struggling To Allocate Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...분석 기사 • Jan 14
IDP Education Limited's (ASX:IEL) Intrinsic Value Is Potentially 79% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, IDP Education fair value estimate is AU$10.69 IDP Education is...내러티브 업데이트 • Dec 15
IEL: Index Repositioning And Margin Outlook Will Support Renewed Market Confidence
Analysts have nudged their price target on IDP Education modestly higher to reflect slightly improved profit margin assumptions and a marginally increased fair value estimate, despite slightly softer expectations for revenue growth and a lower future P/E multiple. What's in the News IDP Education Limited was dropped from the FTSE All-World Index (USD), signaling a rebalancing away from the stock by that global benchmark (index announcement).내러티브 업데이트 • Dec 01
IEL: Index Changes and Outlook Will Drive Renewed Market Confidence
Analysts have slightly raised their price target for IDP Education to $7.64 from $7.64, citing minor improvements in projected revenue growth and a modest decrease in the discount rate. What's in the News IDP Education Limited (ASX:IEL) was removed from the FTSE All-World Index (USD) (Key Developments) IDP Education Limited (ASX:IEL) was included in the S&P/ASX Small Ordinaries Index (Key Developments) IDP Education Limited (ASX:IEL) was removed from the S&P/ASX 100 Index (Key Developments) Valuation Changes Consensus Analyst Price Target: increased marginally from A$7.64 to A$7.64 Discount Rate: declined slightly from 7.20% to 7.18% Revenue Growth: edged up slightly from 4.95% to 4.95% Net Profit Margin: remained nearly unchanged, moving from 11.11% to 11.11% Future P/E: decreased just slightly from 23.10x to 23.09x내러티브 업데이트 • Nov 17
IEL: Future Dividend Outlook Will Support Continued Market Confidence
Analysts have slightly lowered their price target for IDP Education, reducing the fair value estimate from $7.70 to $7.64. This change is due to minor adjustments in discount rates and profit margin expectations.분석 기사 • Nov 11
IDP Education Limited (ASX:IEL) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing
The IDP Education Limited ( ASX:IEL ) share price has softened a substantial 26% over the previous 30 days, handing...내러티브 업데이트 • Nov 02
IEL: Index Removals And Steady Forecasts Will Support Dividend Momentum
Analysts have slightly raised their price target for IDP Education, increasing it by $0.00 to reflect minor adjustments in forecasts and cost of capital assumptions. What's in the News IDP Education Limited (ASX:IEL) has been dropped from the FTSE All-World Index (USD) (Key Developments).분석 기사 • Oct 29
Why IDP Education Limited (ASX:IEL) Could Be Worth Watching
IDP Education Limited ( ASX:IEL ), is not the largest company out there, but it saw a significant share price rise of...내러티브 업데이트 • Oct 18
Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams
Analysts have adjusted their price target for IDP Education, making a small upward revision to reflect marginal improvements in revenue growth estimates and a slightly lower discount rate. Other key assumptions remain largely unchanged.분석 기사 • Oct 14
Shareholders May Be Wary Of Increasing IDP Education Limited's (ASX:IEL) CEO Compensation Package
Key Insights IDP Education's Annual General Meeting to take place on 21st of October Total pay for CEO Tennealle...내러티브 업데이트 • Oct 04
Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams
Analysts have raised their price target for IDP Education from $7.22 to $7.70. They cite improved revenue growth and profit margin expectations that support a more optimistic outlook on the company.분석 기사 • Aug 29
IDP Education Limited Just Missed EPS By 33%: Here's What Analysts Think Will Happen Next
The investors in IDP Education Limited 's ( ASX:IEL ) will be rubbing their hands together with glee today, after the...내러티브 업데이트 • Aug 29
Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams
Upgrades to both revenue growth forecasts (from 3.6% to 5.8% p.a.) and net profit margin (from 9.68% to 11.03%) have driven the consensus analyst price target for IDP Education higher, from A$6.53 to A$7.17. Valuation Changes Summary of Valuation Changes for IDP Education The Consensus Analyst Price Target has risen from A$6.53 to A$7.17.분석 기사 • Aug 18
IDP Education Limited (ASX:IEL) Shares Fly 26% But Investors Aren't Buying For Growth
IDP Education Limited ( ASX:IEL ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...분석 기사 • Aug 05
Capital Allocation Trends At IDP Education (ASX:IEL) Aren't Ideal
ASX:IEL 1 Year Share Price vs Fair Value Explore IDP Education's Fair Values from the Community and select yours Did...분석 기사 • Jul 01
What Does IDP Education Limited's (ASX:IEL) Share Price Indicate?
While IDP Education Limited ( ASX:IEL ) might not have the largest market cap around , it saw a double-digit share...분석 기사 • Apr 14
There Are Reasons To Feel Uneasy About IDP Education's (ASX:IEL) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...분석 기사 • Mar 05
What You Can Learn From IDP Education Limited's (ASX:IEL) P/E After Its 26% Share Price Crash
IDP Education Limited ( ASX:IEL ) shareholders that were waiting for something to happen have been dealt a blow with a...분석 기사 • Feb 18
What Does IDP Education Limited's (ASX:IEL) Share Price Indicate?
While IDP Education Limited ( ASX:IEL ) might not have the largest market cap around , it received a lot of attention...
새로운 내러티브 • Feb 09
Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams
Strategic expansion in emerging markets and focus on product innovation offer potential for long-term revenue and earnings growth.분석 기사 • Dec 19
IDP Education (ASX:IEL) Has A Pretty Healthy Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Dec 01
IDP Education (ASX:IEL) Will Be Hoping To Turn Its Returns On Capital Around
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...분석 기사 • Oct 18
IDP Education Limited's (ASX:IEL) Shareholders Might Be Looking For Exit
With a price-to-earnings (or "P/E") ratio of 28.8x IDP Education Limited ( ASX:IEL ) may be sending bearish signals at...분석 기사 • Aug 30
Should You Investigate IDP Education Limited (ASX:IEL) At AU$16.18?
IDP Education Limited ( ASX:IEL ), is not the largest company out there, but it saw a decent share price growth of 20...분석 기사 • Jul 19
Capital Allocation Trends At IDP Education (ASX:IEL) Aren't Ideal
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...분석 기사 • Jun 14
Getting In Cheap On IDP Education Limited (ASX:IEL) Is Unlikely
With a price-to-earnings (or "P/E") ratio of 25.7x IDP Education Limited ( ASX:IEL ) may be sending bearish signals at...분석 기사 • May 29
Is Now An Opportune Moment To Examine IDP Education Limited (ASX:IEL)?
IDP Education Limited ( ASX:IEL ), is not the largest company out there, but it saw significant share price movement...분석 기사 • May 14
Are Investors Undervaluing IDP Education Limited (ASX:IEL) By 35%?
Key Insights IDP Education's estimated fair value is AU$24.30 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Apr 09
Here's Why IDP Education (ASX:IEL) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Mar 26
IDP Education (ASX:IEL) Will Be Hoping To Turn Its Returns On Capital Around
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Mar 12
IDP Education Limited's (ASX:IEL) Popularity With Investors Is Under Threat From Overpricing
With a price-to-earnings (or "P/E") ratio of 32.6x IDP Education Limited ( ASX:IEL ) may be sending very bearish...분석 기사 • Feb 26
Is There Now An Opportunity In IDP Education Limited (ASX:IEL)?
IDP Education Limited ( ASX:IEL ), might not be a large cap stock, but it received a lot of attention from a...분석 기사 • Jan 09
Here's Why IDP Education (ASX:IEL) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Dec 26
These 4 Measures Indicate That IDP Education (ASX:IEL) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Dec 10
Returns On Capital Signal Tricky Times Ahead For IDP Education (ASX:IEL)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Nov 15
Estimating The Fair Value Of IDP Education Limited (ASX:IEL)
Key Insights Using the 2 Stage Free Cash Flow to Equity, IDP Education fair value estimate is AU$27.17 IDP Education's...주주 수익률
| IEL | AU Consumer Services | AU 시장 | |
|---|---|---|---|
| 7D | -18.1% | -7.3% | -0.6% |
| 1Y | -62.2% | -53.2% | 0.04% |
수익률 대 산업: IEL은 지난 1년 동안 -53.2%의 수익을 기록한 Australian Consumer Services 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: IEL은 지난 1년 동안 0%를 기록한 Australian 시장보다 저조한 성과를 냈습니다.
주가 변동성
| IEL volatility | |
|---|---|
| IEL Average Weekly Movement | 11.2% |
| Consumer Services Industry Average Movement | 10.8% |
| Market Average Movement | 9.8% |
| 10% most volatile stocks in AU Market | 16.8% |
| 10% least volatile stocks in AU Market | 3.9% |
안정적인 주가: IEL는 지난 3개월 동안 Australian 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: IEL의 주간 변동성(11%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1969 | 4,828 | Tennealle O’Shannessy | www.idp.com |
IDP Education Limited는 아시아, 오스트랄라시아 및 전 세계에서 유학생 배정 서비스를 제공합니다. 이 회사는 유학생을 교육 기관에 배정하는 업무를 수행하며, 디지털 마케팅, 이벤트, 컨설팅 및 데이터 서비스, P2P(Peer-to-Peer) 소프트웨어 등의 서비스를 제공합니다. 또한 학업, 취업 및 이민을 목적으로 하는 국제영어능력시험(IELTS)을 배포하고 관리합니다.
IDP Education Limited 기초 지표 요약
| IEL 기초 통계 | |
|---|---|
| 시가총액 | AU$489.10m |
| 순이익 (TTM) | AU$12.27m |
| 매출 (TTM) | AU$795.40m |
39.9x
주가수익비율(P/E)0.6x
주가매출비율(P/S)IEL는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| IEL 손익계산서 (TTM) | |
|---|---|
| 매출 | AU$795.40m |
| 매출원가 | AU$577.41m |
| 총이익 | AU$218.00m |
| 기타 비용 | AU$205.73m |
| 순이익 | AU$12.27m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.044 |
| 총이익률 | 27.41% |
| 순이익률 | 1.54% |
| 부채/자본 비율 | 63.2% |
IEL의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| IDP Education 배당 일정 | |
|---|---|
| 배당락일 | Sep 09 2026 |
| 배당 지급일 | Sep 24 2026 |
| 배당락일까지 남은 일수 | 17 days |
| 배당 지급일까지 남은 일수 | 32 days |
IEL는 안정적으로 배당을 지급합니까?
IEL 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/22 20:54 |
| 종가 | 2026/08/21 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2026/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
IDP Education Limited는 16명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Josh Kannourakis | Barrenjoey Markets Pty Limited |
| Sriharsh Singh | BofA Global Research |
| John Marrin | CLSA |