Temple & Webster Group Ltd

ASX:TPW 주식 리포트

시가총액: AU$592.1m

Temple & Webster Group 향후 성장

Future 기준 점검 4/6

Temple & Webster Group (는) 각각 연간 31% 및 7.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14% 로 예상됩니다.

핵심 정보

31.0%

이익 성장률

31.22%

EPS 성장률

Specialty Retail 이익 성장11.6%
매출 성장률7.2%
향후 자기자본이익률14.01%
애널리스트 커버리지

Good

마지막 업데이트08 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 Jun 03

TPW: Sharply Lower Fair Value Assumptions Will Restrain Future Upside Potential

Analysts have cut their A$ price target for Temple & Webster Group, citing a lower assessed fair value per share along with more modest revenue growth assumptions, partly offset by slightly higher forecast profit margins and a reduced future P/E multiple. What's in the News No recent company specific news, periodical coverage or key development items were provided for Temple & Webster Group in the available sources.
내러티브 업데이트 May 19

TPW: Reset Assumptions Will Support Premium Multiple Over Time

Analysts have reset their fair value estimate for Temple & Webster Group from A$21.23 to A$13.00, reflecting updated assumptions for revenue growth, profit margins and future P/E expectations. Valuation Changes Fair Value: Reset from A$21.23 to A$13.00, a sizeable downward revision to the estimated intrinsic value per share.
내러티브 업데이트 May 04

TPW: Citi Upgrade And Cautious Assumptions May Support Future Upside Potential

Analysts have reduced their fair value estimate for Temple & Webster Group to A$7.30 from A$8.00, citing updated assumptions about discount rates, revenue growth, profit margins and future P/E multiples following recent research coverage, including a Citi upgrade. Analyst Commentary Recent research, including the latest fair value adjustment to A$7.30, highlights that analysts are taking a more measured view of Temple & Webster Group despite positive headlines around coverage updates.
내러티브 업데이트 Apr 19

TPW: Rebased Profit Outlook May Support Upside From Cautious New Fair Value

Analysts have reduced their fair value estimate for Temple & Webster Group from A$17.70 to A$8.00. This revision reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E following recent research, including the latest upgrade and supporting rationale from the Street.
내러티브 업데이트 Apr 05

TPW: Higher Margin Confidence Will Support Premium Multiple Over Time

Analysts have raised their A$ price target on Temple & Webster Group to A$21.23, reflecting slightly higher assumptions for revenue growth, profit margins, a modest adjustment to the discount rate, and a refined forward P/E of about 64x. Analyst Commentary Recent research points to a more constructive stance on Temple & Webster Group, with bullish analysts refining their assumptions on growth, profitability, and risk to support higher valuation levels.
내러티브 업데이트 Mar 21

TPW: Reset Multiples And Margin Discipline Will Support Constructive Rerating Path

Analysts have reduced their price target for Temple & Webster Group to about A$21.23 from roughly A$26.23 as updated assumptions for revenue growth, profit margins and future P/E multiples are incorporated into their models. Analyst Commentary Recent research points to a cluster of bullish analysts who remain constructive on Temple & Webster Group despite the lower consensus price target.
내러티브 업데이트 Mar 07

TPW: Clearer Earnings Path Will Support Constructive Rerating Case

Narrative update Analysts now see Temple & Webster as fairly valued around A$26.23 per share. This reflects small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions following recent research that supported a more constructive view on the business.
내러티브 업데이트 Feb 21

TPW: Citi Upgrade And Earnings Quality Will Support Strong Upside Potential

Analysts have adjusted their fair value estimate for Temple & Webster Group from A$29.93 to A$26.23, reflecting updated assumptions on revenue growth, profit margins and future P/E expectations following recent Street research. Analyst Commentary Bullish analysts have taken the recent fair value reset to A$26.23 as an opportunity to refine their positive thesis on Temple & Webster Group, focusing on how execution and earnings quality might support that valuation over time.
분석 기사 Feb 12

The Price Is Right For Temple & Webster Group Ltd (ASX:TPW) Even After Diving 40%

To the annoyance of some shareholders, Temple & Webster Group Ltd ( ASX:TPW ) shares are down a considerable 40% in the...
내러티브 업데이트 Feb 07

TPW: Slightly Softer Assumptions Will Still Support Strong Future Upside Potential

Analysts have nudged their price target for Temple & Webster Group slightly lower to about A$29.93 from roughly A$30.41, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: Adjusted slightly lower from A$30.41 to about A$29.93 per share.
분석 기사 Jan 27

Estimating The Fair Value Of Temple & Webster Group Ltd (ASX:TPW)

Key Insights The projected fair value for Temple & Webster Group is AU$13.87 based on 2 Stage Free Cash Flow to Equity...
내러티브 업데이트 Jan 23

TPW: Steady Fair Value And Assumptions Will Support Strong Future Upside Potential

Analysts have held their price target for Temple & Webster Group steady at A$30.41. Small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions underpin the unchanged view.
내러티브 업데이트 Jan 09

TPW: Steady Fair Value And Assumptions Will Support Strong Future Upside Potential

Analysts have maintained their A$30.41 price target for Temple & Webster Group, with the unchanged fair value reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margins and future P/E. Together, these factors support a broadly steady outlook for the shares.
내러티브 업데이트 Dec 25

TPW: Higher Required Return Will Still Support Strong Future Upside Potential

Analysts have trimmed their price target for Temple and Webster Group from A$34.32 to A$30.41. This reflects more conservative assumptions for revenue growth, profit margins and valuation multiples.
내러티브 업데이트 Dec 11

TPW: Private Label Moat Will Support Future E-Commerce Market Share Gains

Analysts made a modest downward revision to their price target for Temple & Webster Group to A$27.65, reflecting a slightly higher discount rate and marginally softer long term growth assumptions, while still highlighting the company's expanding e commerce penetration and differentiated private label offering as key drivers of value. Analyst Commentary Bullish analysts emphasize that the reiterated Buy rating and A$27.65 price target signal continued confidence in Temple and Webster Group’s ability to execute on its growth strategy, even with slightly more conservative long term assumptions.
내러티브 업데이트 Nov 27

TPW: Private Label Approach Will Build Competitive E-Commerce Moat

The analyst price target for Temple & Webster Group has been revised downward from $27.39 to $21.41. Analysts have moderated their outlook due to revised growth and margin assumptions, while still highlighting the company's differentiated private label strategy as a key strength.
분석 기사 Nov 22

Temple & Webster Group Ltd's (ASX:TPW) P/S Still Appears To Be Reasonable

When close to half the companies in the Specialty Retail industry in Australia have price-to-sales ratios (or "P/S...
내러티브 업데이트 Aug 15

Focus On Private-Label Products And AI Will Transform The Future Of Home Improvement Retail

Analysts have slightly raised their price target for Temple & Webster Group to A$23.76, reflecting moderate optimism despite trimmed earnings expectations and lingering concerns about investors paying up for uncertain long-term growth. Analyst Commentary Despite a solid trading update, earnings expectations were reduced to align with the mid-point of FY26 guidance.
분석 기사 Jul 10

Here's What To Make Of Temple & Webster Group's (ASX:TPW) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
분석 기사 May 07

Temple & Webster Group Ltd's (ASX:TPW) 31% Jump Shows Its Popularity With Investors

The Temple & Webster Group Ltd ( ASX:TPW ) share price has done very well over the last month, posting an excellent...
분석 기사 Mar 03

Temple & Webster Group Ltd (ASX:TPW) Shares Could Be 24% Above Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Temple & Webster Group fair value estimate is AU$13.95 Temple...
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새로운 내러티브 Feb 22

Focus On Private-Label Products And AI Will Transform The Future Of Home Improvement Retail

Aggressive expansion in home improvement and AI integration are expected to boost future revenue growth and improve net margins.
분석 기사 Feb 15

Temple & Webster Group Ltd (ASX:TPW) Looks Just Right With A 40% Price Jump

Despite an already strong run, Temple & Webster Group Ltd ( ASX:TPW ) shares have been powering on, with a gain of 40...
분석 기사 Oct 01

Is Temple & Webster Group Ltd (ASX:TPW) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights The projected fair value for Temple & Webster Group is AU$10.03 based on 2 Stage Free Cash Flow to Equity...
분석 기사 Sep 11

Is Now The Time To Look At Buying Temple & Webster Group Ltd (ASX:TPW)?

While Temple & Webster Group Ltd ( ASX:TPW ) might not have the largest market cap around , it led the ASX gainers with...
분석 기사 Aug 17

Why Investors Shouldn't Be Surprised By Temple & Webster Group Ltd's (ASX:TPW) 27% Share Price Surge

Temple & Webster Group Ltd ( ASX:TPW ) shareholders would be excited to see that the share price has had a great month...
분석 기사 May 25

Shareholders Should Be Pleased With Temple & Webster Group Ltd's (ASX:TPW) Price

Temple & Webster Group Ltd's ( ASX:TPW ) price-to-sales (or "P/S") ratio of 2.6x may not look like an appealing...
분석 기사 May 07

There's Been No Shortage Of Growth Recently For Temple & Webster Group's (ASX:TPW) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
분석 기사 Feb 14

Temple & Webster Group Ltd's (ASX:TPW) P/S Is Still On The Mark Following 29% Share Price Bounce

Temple & Webster Group Ltd ( ASX:TPW ) shares have continued their recent momentum with a 29% gain in the last month...
분석 기사 Feb 10

At AU$5.19, Is It Time To Put Temple & Webster Group Ltd (ASX:TPW) On Your Watch List?

Temple & Webster Group Ltd ( ASX:TPW ), is not the largest company out there, but it received a lot of attention from a...
분석 기사 Dec 07

Temple & Webster Group (ASX:TPW) Is Looking To Continue Growing Its Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
분석 기사 Oct 31

Is Now The Time To Look At Buying Temple & Webster Group Ltd (ASX:TPW)?

While Temple & Webster Group Ltd ( ASX:TPW ) might not be the most widely known stock at the moment, it saw a...
분석 기사 Oct 09

Is Temple & Webster Group Ltd (ASX:TPW) Trading At A 33% Discount?

Does the October share price for Temple & Webster Group Ltd ( ASX:TPW ) reflect what it's really worth? Today, we will...
분석 기사 Aug 16

Temple & Webster Group (ASX:TPW) Is Experiencing Growth In Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

이익 및 매출 성장 예측

ASX:TPW - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/202878121414312
6/30/202769219353814
6/30/20266698303014
12/31/202566383842N/A
9/30/2025632104144N/A
6/30/2025601114546N/A
3/31/202557994142N/A
12/31/202455873737N/A
9/30/202452843031N/A
6/30/202449822424N/A
3/31/20244705N/AN/AN/A
12/31/202344293838N/A
9/30/202341982930N/A
6/30/202339681922N/A
3/31/20233978N/AN/AN/A
12/31/2022398906N/A
9/30/202241210410N/A
6/30/202242612813N/A
3/31/2022413111520N/A
12/31/202140092327N/A
9/30/2021363122326N/A
6/30/2021326142325N/A
3/31/2021295192829N/A
12/31/2020264233334N/A
9/30/2020220192930N/A
6/30/2020176142526N/A
3/31/202015191515N/A
12/31/2019126445N/A
9/30/20191144N/A5N/A
6/30/20191024N/A4N/A
3/31/2019954N/A4N/A
12/31/2018884N/A3N/A
9/30/2018802N/A2N/A
6/30/2018730N/A1N/A
3/31/201869-2N/A-1N/A
12/31/201765-3N/A-3N/A
9/30/201765-6N/A-5N/A
6/30/201764-8N/A-8N/A
3/31/201764-20N/A-10N/A
12/31/201664-31N/A-12N/A
9/30/201657-37N/A-14N/A
6/30/201651-44N/A-16N/A
3/31/201642-32N/A-13N/A
12/31/201533-21N/A-10N/A
9/30/201530-14N/A-7N/A
6/30/201526-7N/A-4N/A

애널리스트 향후 성장 전망

수입 대 저축률: TPW 의 연간 예상 수익 증가율(31%)이 saving rate(3.6%)보다 높습니다.

수익 vs 시장: TPW 의 연간 수익(31%)이 Australian 시장(12.1%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: TPW 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: TPW 의 수익(연간 7.2%)이 Australian 시장(연간 6.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: TPW 의 수익(연간 7.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: TPW의 자본 수익률은 3년 후 14%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 18:28
종가2026/06/10 00:00
수익2025/12/31
연간 수익2025/06/30

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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

Temple & Webster Group Ltd는 25명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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Forres SalekianBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited
Sam HaddadBell Potter