IDP Education 향후 성장
Future 기준 점검 3/6
IDP Education (는) 각각 연간 39.6% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 39.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.5% 로 예상됩니다.
핵심 정보
39.6%
이익 성장률
39.47%
EPS 성장률
| Consumer Services 이익 성장 | 29.3% |
| 매출 성장률 | 3.6% |
| 향후 자기자본이익률 | 17.49% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 24 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
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...분석 기사 • Oct 10
Is There Now An Opportunity In IDP Education Limited (ASX:IEL)?
While IDP Education Limited ( ASX:IEL ) might not be the most widely known stock at the moment, it saw significant...분석 기사 • Sep 27
With EPS Growth And More, IDP Education (ASX:IEL) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Sep 13
We Think IDP Education (ASX:IEL) Can Manage Its Debt With Ease
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 6/30/2028 | 883 | 80 | 88 | 131 | 12 |
| 6/30/2027 | 836 | 63 | 107 | 131 | 13 |
| 6/30/2026 | 843 | 33 | 45 | 67 | 13 |
| 12/31/2025 | 860 | 1 | 70 | 120 | N/A |
| 9/30/2025 | 871 | 23 | 71 | 126 | N/A |
| 6/30/2025 | 882 | 45 | 72 | 133 | N/A |
| 3/31/2025 | 917 | 77 | 74 | 130 | N/A |
| 12/31/2024 | 942 | 102 | 77 | 127 | N/A |
| 9/30/2024 | 990 | 117 | 70 | 122 | N/A |
| 6/30/2024 | 1,037 | 133 | 64 | 118 | N/A |
| 3/31/2024 | 1,048 | 148 | 93 | 144 | N/A |
| 12/31/2023 | 1,059 | 164 | 123 | 171 | N/A |
| 9/30/2023 | 1,021 | 156 | 127 | 170 | N/A |
| 6/30/2023 | 982 | 149 | 131 | 170 | N/A |
| 3/31/2023 | 940 | 141 | 89 | 127 | N/A |
| 12/31/2022 | 898 | 134 | 47 | 84 | N/A |
| 9/30/2022 | 846 | 118 | 79 | 112 | N/A |
| 6/30/2022 | 793 | 103 | 111 | 141 | N/A |
| 3/31/2022 | 725 | 81 | 114 | 140 | N/A |
| 12/31/2021 | 656 | 60 | 116 | 140 | N/A |
| 9/30/2021 | 593 | 50 | 107 | 129 | N/A |
| 6/30/2021 | 529 | 40 | 97 | 117 | N/A |
| 3/31/2021 | 503 | 40 | 76 | 92 | N/A |
| 12/31/2020 | 477 | 41 | 54 | 68 | N/A |
| 9/30/2020 | 532 | 54 | 55 | 71 | N/A |
| 6/30/2020 | 587 | 68 | 56 | 75 | N/A |
| 3/31/2020 | 630 | 76 | 70 | 92 | N/A |
| 12/31/2019 | 673 | 84 | 83 | 109 | N/A |
| 9/30/2019 | 635 | 75 | N/A | 92 | N/A |
| 6/30/2019 | 598 | 67 | N/A | 75 | N/A |
| 3/31/2019 | 574 | 64 | N/A | 79 | N/A |
| 12/31/2018 | 549 | 62 | N/A | 84 | N/A |
| 9/30/2018 | 518 | 57 | N/A | 79 | N/A |
| 6/30/2018 | 487 | 52 | N/A | 75 | N/A |
| 3/31/2018 | 467 | 50 | N/A | 70 | N/A |
| 12/31/2017 | 446 | 48 | N/A | 65 | N/A |
| 9/30/2017 | 420 | 45 | N/A | 62 | N/A |
| 6/30/2017 | 394 | 42 | N/A | 59 | N/A |
| 3/31/2017 | 382 | 43 | N/A | 49 | N/A |
| 12/31/2016 | 370 | 44 | N/A | 39 | N/A |
| 9/30/2016 | 366 | 42 | N/A | 41 | N/A |
| 6/30/2016 | 362 | 40 | N/A | 44 | N/A |
| 3/31/2016 | 354 | 37 | N/A | 46 | N/A |
| 12/31/2015 | 346 | 35 | N/A | 47 | N/A |
| 9/30/2015 | 328 | 33 | N/A | 46 | N/A |
| 6/30/2015 | 310 | 31 | N/A | 44 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: IEL 의 연간 예상 수익 증가율(39.6%)이 saving rate(3.6%)보다 높습니다.
수익 vs 시장: IEL 의 연간 수익(39.6%)이 Australian 시장(12.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: IEL 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: IEL 의 수익(연간 3.6%)이 Australian 시장(연간 6.2%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: IEL 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: IEL의 자본 수익률은 3년 후 17.5%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/26 09:51 |
| 종가 | 2026/06/26 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/06/30 |
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 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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분석가 소스
IDP Education Limited는 21명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Piers Flanagan | Barrenjoey Markets Pty Limited |
| Josh Kannourakis | Barrenjoey Markets Pty Limited |
| Sriharsh Singh | BofA Global Research |