oOh!media (OML) 주식 개요
오!미디어는 호주와 뉴질랜드에서 옥외 미디어, 제작 및 광고 사업을 영위하는 회사입니다. 자세히 보기
OML Community Fair Values
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Analyst Price Targets
Top Community Narratives
AU$1.9
FV
18.7% 저평가 내재 할인율14.85%
Revenue growth p.a.
76
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oOh!media Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | AU$1.55 |
| 52주 최고가 | AU$1.83 |
| 52주 최저가 | AU$0.84 |
| 베타 | 0.92 |
| 1개월 변동 | 5.82% |
| 3개월 변동 | 32.05% |
| 1년 변동 | -14.17% |
| 3년 변동 | 9.57% |
| 5년 변동 | -4.92% |
| IPO 이후 변동 | -18.68% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 24
OML: Competing Takeover Offers Will Anchor A Measured Outlook
Analysts have adjusted their valuation view on oOh!media, with a slightly lower discount rate and a marginally reduced future P/E assumption. This has led to a modest change in the A$ fair value narrative, while the core A$1.58 target remains unchanged.
새로운 내러티브 • Jun 24
oOh! Media Limited: Contested Takeover Creates an Asymmetric Upside
oOh!media Limited (ASX: OML) Current Share Price: ~A$1.35, Market Cap: ~A$670 million Highest Takeover Bid Price: A$1.6, Implied Market Cap: ~A$850 million Investment Thesis - The Market is pricing OML below current bid floor oOh!media is a leading Australian out-of-home advertiser, commanding ~35% market share of out-of-home advertising in Australia. The key investment thesis is simple: multiple private equity firms are now competing for the business, which increases the chance of a binding deal much higher than the current share price.내러티브 업데이트 • Jun 05
OML: Competing Takeover Interest Will Support Future Upside Potential
Analysts have lifted their A$ fair value estimate for oOh!media from about A$1.49 to around A$1.58, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the revised price target. What's in the News Pacific Equity Partners (PEP) made an unsolicited, non binding indicative proposal on April 29, 2026 to acquire oOh!media for approximately A$750 million, or A$1.40 per share, subject to due diligence, board support, a scheme implementation deed and regulatory approvals.Recent updates
내러티브 업데이트 • Jun 24
OML: Competing Takeover Offers Will Anchor A Measured Outlook
Analysts have adjusted their valuation view on oOh!media, with a slightly lower discount rate and a marginally reduced future P/E assumption. This has led to a modest change in the A$ fair value narrative, while the core A$1.58 target remains unchanged.새로운 내러티브 • Jun 24
oOh! Media Limited: Contested Takeover Creates an Asymmetric Upside
oOh!media Limited (ASX: OML) Current Share Price: ~A$1.35, Market Cap: ~A$670 million Highest Takeover Bid Price: A$1.6, Implied Market Cap: ~A$850 million Investment Thesis - The Market is pricing OML below current bid floor oOh!media is a leading Australian out-of-home advertiser, commanding ~35% market share of out-of-home advertising in Australia. The key investment thesis is simple: multiple private equity firms are now competing for the business, which increases the chance of a binding deal much higher than the current share price.내러티브 업데이트 • Jun 05
OML: Competing Takeover Interest Will Support Future Upside Potential
Analysts have lifted their A$ fair value estimate for oOh!media from about A$1.49 to around A$1.58, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the revised price target. What's in the News Pacific Equity Partners (PEP) made an unsolicited, non binding indicative proposal on April 29, 2026 to acquire oOh!media for approximately A$750 million, or A$1.40 per share, subject to due diligence, board support, a scheme implementation deed and regulatory approvals.내러티브 업데이트 • Apr 26
OML: Buyback And Fully Franked Dividend Will Support Future Upside Potential
Analysts have kept their A$1.49 price target for oOh!media unchanged, citing broadly consistent assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E. Taken together, these factors support a steady view of the company’s prospects.내러티브 업데이트 • Apr 08
OML: Share Buyback And Fully Franked Dividend Will Support Future Upside Potential
Analysts have adjusted their valuation framework for oOh!media, with the implied fair value holding steady at A$1.49 per share as changes to the discount rate, revenue growth, profit margin and future P/E assumptions offset each other overall. What's in the News The Board of Directors authorized a share buyback plan for oOh!media Limited on 26 February 2026, indicating approval for capital management via repurchases (Key Developments).내러티브 업데이트 • Mar 25
OML: Share Buyback And Dividend Policy Will Support Future Upside Potential
Analysts have kept their A$1.49 price target on oOh!media steady, citing relatively unchanged assumptions around revenue growth, profit margins, discount rate and future P/E as the basis for maintaining their view. What's in the News Share repurchase program announced, with plans to buy back up to 53,878,128 shares, equal to 10% of issued capital, funded from existing cash and committed debt facilities, with the program running until March 11, 2027 (Key Developments).내러티브 업데이트 • Mar 09
OML: Share Buyback And Dividend Will Support Future Upside Potential
Analysts have maintained their A$1.49 fair value estimate for oOh!media, with a slightly higher discount rate and modestly adjusted future P/E assumptions shaping this updated price target view. What's in the News On 26 February 2026, the Board authorizes a share buyback plan, setting the framework for repurchases over a defined period (Key Developments).내러티브 업데이트 • Feb 23
OML: Higher Required Returns And Upcoming Dividend Will Support Future Upside
The analyst price target for oOh!media has shifted from A$1.66 to A$1.49, with analysts pointing to updated assumptions for discount rates, revenue growth, profit margins and the future P/E as the key drivers of this adjustment. What's in the News The Board of oOh!media has declared a fully franked dividend of A$0.040 per ordinary share for the six months ended 31 December 2025, providing cash returns to shareholders for that period (Key Developments).내러티브 업데이트 • Feb 09
OML: Stable Cash Flow Assumptions And Higher Required Returns Will Support Upside
Analysts have raised their price target on oOh!media to A$1.66 per share. The change primarily reflects updated model assumptions, including a slightly higher discount rate and revised P/E outlook, rather than any alteration in projected revenue growth or profit margins.내러티브 업데이트 • Jan 25
OML: Steady Growth Assumptions And Higher Required Returns Will Support Future Upside
Analysts have slightly reduced their price target for oOh!media, reflecting a modestly higher discount rate and a small adjustment to projected profit margins and future P/E, while keeping their assessed fair value at A$1.66 per share. Valuation Changes Fair Value: Unchanged at A$1.66 per share, with no adjustment to the central valuation estimate.내러티브 업데이트 • Jan 11
OML: Higher Required Returns And P/E Repricing Will Support Future Upside Potential
Analysts have lifted their price target for oOh!media to A$1.66 from A$1.63, reflecting refreshed assumptions around discount rates, revenue growth, profit margins, and a slightly higher future P/E multiple. Valuation Changes Fair Value: updated to A$1.66 from A$1.63, a small upward adjustment in the assessed price target.내러티브 업데이트 • Dec 21
OML: Stable Margins And Modest Repricing Will Support Future Upside Potential
Analysts have modestly increased their price target on oOh!media to reflect slightly higher discount rate and profitability assumptions, resulting in a small uplift in the implied equity valuation in Australian dollars. Valuation Changes Discount Rate increased slightly from 7.90 percent to approximately 7.97 percent, implying a marginally higher required return on equity.내러티브 업데이트 • Dec 06
OML: Lower Discount Rate Will Support Upside As Margins Hold Steady
Narrative Update Analysts have slightly increased their price target on oOh!media by refining their discount rate assumptions and forward earnings multiple. This has resulted in a modest uplift in fair value toward approximately A$1.63 per share.내러티브 업데이트 • Nov 22
OML: Revenue Outlook Will Present Opportunity As Margins Stabilize
Narrative Update on oOh!media: Analyst Price Target Revision Analysts have revised their price target for oOh!media downward from $1.88 to $1.63, citing expectations of slower revenue growth and slimmer profit margins in the period ahead. Valuation Changes Fair Value Estimate has decreased from A$1.88 to A$1.63.분석 기사 • Mar 02
We Think oOh!media's (ASX:OML) Healthy Earnings Might Be Conservative
Investors signalled that they were pleased with oOh!media Limited's ( ASX:OML ) most recent earnings report. This...분석 기사 • Feb 28
Investors Appear Satisfied With oOh!media Limited's (ASX:OML) Prospects As Shares Rocket 35%
oOh!media Limited ( ASX:OML ) shareholders would be excited to see that the share price has had a great month, posting...분석 기사 • Feb 27
oOh!media Limited (ASX:OML) Released Earnings Last Week And Analysts Lifted Their Price Target To AU$1.72
It's been a pretty great week for oOh!media Limited ( ASX:OML ) shareholders, with its shares surging 19% to AU$1.54 in...
새로운 내러티브 • Feb 25
Partnerships With Petbarn, Officeworks, And Australia Post Will Unlock New Revenue Streams
Structural growth in Out of Home advertising and new partnerships are expected to drive oOh!media's revenue growth and unlock new streams.분석 기사 • Feb 11
What Does oOh!media Limited's (ASX:OML) Share Price Indicate?
oOh!media Limited ( ASX:OML ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...분석 기사 • Aug 21
oOh!media Limited (ASX:OML) Just Reported Earnings, And Analysts Cut Their Target Price
oOh!media Limited ( ASX:OML ) shareholders are probably feeling a little disappointed, since its shares fell 8.6% to...분석 기사 • May 27
Is oOh!media (ASX:OML) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Mar 24
Are Investors Undervaluing oOh!media Limited (ASX:OML) By 34%?
Today we will run through one way of estimating the intrinsic value of oOh!media Limited ( ASX:OML ) by taking the...분석 기사 • Dec 01
Is There An Opportunity With oOh!media Limited's (ASX:OML) 28% Undervaluation?
Does the December share price for oOh!media Limited ( ASX:OML ) reflect what it's really worth? Today, we will estimate...분석 기사 • Sep 23
Is oOh!media (ASX:OML) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...주주 수익률
| OML | AU Media | AU 시장 | |
|---|---|---|---|
| 7D | -2.2% | -1.0% | 1.5% |
| 1Y | -14.2% | -31.4% | 1.8% |
수익률 대 산업: OML은 지난 1년 동안 -31.4%의 수익을 기록한 Australian Media 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: OML은 지난 1년 동안 1.8%를 기록한 Australian 시장보다 저조한 성과를 냈습니다.
주가 변동성
| OML volatility | |
|---|---|
| OML Average Weekly Movement | 5.9% |
| Media Industry Average Movement | 9.8% |
| Market Average Movement | 9.5% |
| 10% most volatile stocks in AU Market | 16.6% |
| 10% least volatile stocks in AU Market | 3.8% |
안정적인 주가: OML는 지난 3개월 동안 Australian 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: OML의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1989 | n/a | James Taylor | oohmedia.com.au |
오!미디어는 호주와 뉴질랜드에서 옥외 미디어, 제작 및 광고 사업을 하고 있습니다. 대형 디지털 및 클래식 도로변 스크린, 쇼핑 센터, 공항 터미널, 라운지, 기내 등 소매 구역에 위치한 크고 작은 디지털 및 클래식 간판, 디지털 및 클래식 거리 가구 간판, 철도를 포함한 대중교통 복도의 디지털 및 클래식 형식 광고, 대학 및 사무실 건물 등 체류 시간이 긴 환경의 디지털 및 클래식 간판 등을 제공합니다. 또한 광고 크리에이티브 및 인쇄 서비스도 제공합니다.
oOh!media Limited 기초 지표 요약
| OML 기초 통계 | |
|---|---|
| 시가총액 | AU$751.08m |
| 순이익 (TTM) | AU$16.91m |
| 매출 (TTM) | AU$691.37m |
44.4x
주가수익비율(P/E)1.1x
주가매출비율(P/S)OML는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| OML 손익계산서 (TTM) | |
|---|---|
| 매출 | AU$691.37m |
| 매출원가 | AU$215.72m |
| 총이익 | AU$475.65m |
| 기타 비용 | AU$458.74m |
| 순이익 | AU$16.91m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.035 |
| 총이익률 | 68.80% |
| 순이익률 | 2.45% |
| 부채/자본 비율 | 17.9% |
OML의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
4.0%
현재 배당 수익률198%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/29 19:36 |
| 종가 | 2026/07/29 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
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
oOh!media Limited는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Conor O’Prey | Canaccord Genuity |
| Scott Hudson | CLSA |
| Entcho Raykovski | Deutsche Bank |