Codan Limited

ASX:CDA 주식 리포트

시가총액: AU$7.2b

Codan 향후 성장

Future 기준 점검 4/6

Codan (는) 각각 연간 15.8% 및 11.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26.6% 로 예상됩니다.

핵심 정보

15.8%

이익 성장률

15.86%

EPS 성장률

Electronic 이익 성장20.2%
매출 성장률11.9%
향후 자기자본이익률26.56%
애널리스트 커버리지

Good

마지막 업데이트30 Apr 2026

최근 향후 성장 업데이트

Recent updates

Is Codan Limited (ASX:CDA) Potentially Undervalued?

Apr 25
Is Codan Limited (ASX:CDA) Potentially Undervalued?

CDA: Execution Risk In Unmanned Will Challenge Sustained Premium Pricing

Analysts have trimmed their average price target on Codan to about A$25.00 from roughly A$24.93, citing updated assumptions that reflect a premium valuation view. This view is supported by Codan's medium term growth profile and the potential for its Minelab Africa and Unmanned segments to continue to outperform expectations.

CDA: Premium Case Will Be Tested By Execution Risk In Unmanned

Narrative update on Codan Analysts have lifted their price target on Codan to A$38.50. This reflects updated assumptions for discount rate, revenue growth, profit margin and P/E, and cites confidence that the medium term growth profile and potential outperformance in the Minelab Africa and Unmanned segments support a premium valuation.

CDA: Future Returns Will Reflect Minelab Africa And Unmanned Segment Upside

Analysts have lifted their Codan price target from A$31.74 to A$36.90, citing a higher assumed profit margin and premium P/E multiple as they factor in improving prospects for the Minelab Africa and Unmanned segments. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher assumed profit margin as a key reason for assigning a premium P/E multiple, suggesting the current valuation reflects confidence in Codan's ability to convert revenue into earnings more efficiently.

CDA: Premium P/E Will Depend On Sustained Outperformance In Unmanned Segment

Analysts have lifted their Codan price target to A$38.50. This reflects updated assumptions around its growth outlook and profitability, supported by views that the Minelab Africa and Unmanned segments can continue to outperform expectations and justify a premium P/E multiple.

CDA: Premium P/E Will Likely Strain On Reliance On Two Growth Engines

Narrative Update on Codan Analysts have lifted their price target for Codan by A$1.22 to reflect a slightly higher fair value estimate, supported by expectations that Minelab Africa and the Unmanned segment can continue to outperform and support a premium P/E multiple. Analyst Commentary Goldman Sachs has resumed coverage on Codan with a Buy rating and an A$38.50 price target, pointing to what it sees as a supportive medium term growth profile and the potential for Minelab Africa and the Unmanned segment to keep outperforming expectations.

With EPS Growth And More, Codan (ASX:CDA) Makes An Interesting Case

Feb 16
With EPS Growth And More, Codan (ASX:CDA) Makes An Interesting Case

CDA: Higher Revenue Assumptions Will Likely Magnify Already Stretched Future P/E

Analysts have lifted their price target on Codan from A$21.00 to about A$23.72, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that support a higher fair value estimate. Valuation Changes Fair Value Estimate raised from A$21.00 to about A$23.72, reflecting updated model inputs.

There Are Reasons To Feel Uneasy About Codan's (ASX:CDA) Returns On Capital

Jan 31
There Are Reasons To Feel Uneasy About Codan's (ASX:CDA) Returns On Capital

CDA: Steady Fair Value Outlook Will Rely On Margins And P/E

Analysts have increased their price target for Codan to A$42.31, reflecting small adjustments to assumptions around discount rate, revenue growth, profit margin and future P/E. These changes leave their overall valuation view largely unchanged.

Earnings Tell The Story For Codan Limited (ASX:CDA) As Its Stock Soars 28%

Jan 16
Earnings Tell The Story For Codan Limited (ASX:CDA) As Its Stock Soars 28%

CDA: Higher Margins And P/E Outlook Will Support A Bullish Repricing

Analysts have raised their price target for Codan from A$30.05 to A$42.31. This change reflects updated assumptions around revenue growth, profit margins, discount rate and future P/E expectations.

CDA: Future Returns Will Reflect Stable Outlook And Balanced Risk Profile

Analysts have modestly increased their price target for Codan by A$0.00 per share. This reflects slightly higher discount rate and future P/E assumptions, which are offset by marginally lower revenue growth and profit margin forecasts.

CDA: Rising Revenue Expectations Will Likely Expose Stretched Earnings Multiple

Analysts have lifted their price target for Codan from A$18.50 to A$21.00, as they now expect slightly faster revenue growth, marginally stronger profit margins and a higher future P/E multiple to better reflect the company’s earnings potential. Valuation Changes The Fair Value Estimate has risen modestly from A$18.50 to A$21.00, reflecting a reassessment of Codan’s long term earnings potential.

Codan Limited's (ASX:CDA) Popularity With Investors Is Clear

Dec 01
Codan Limited's (ASX:CDA) Popularity With Investors Is Clear

CDA: Dividend Announcement And Stable Outlook Will Maintain Balanced Prospects

Analysts have maintained their price target for Codan at $31.74 per share, citing stable underlying assumptions and minimal adjustments to key financial metrics. Valuation Changes Fair Value has remained stable at A$31.74 per share, reflecting no change in analyst assessment.

CDA: Dividend Announcement And Stable Outlook Will Maintain Balanced Prospects

Analysts have made no change to their price target for Codan, maintaining it at $31.74. They cited stable revenue growth and profit margin forecasts, despite a slight uptick in the discount rate.

We Ran A Stock Scan For Earnings Growth And Codan (ASX:CDA) Passed With Ease

Nov 06
We Ran A Stock Scan For Earnings Growth And Codan (ASX:CDA) Passed With Ease

CDA: Profit Margin Risks Will Outweigh Benefits Of Upcoming Dividend

Analysts have raised their price target for Codan from $28.41 to $31.74, citing improved revenue growth expectations and an uptick in forecast profit margins as key drivers for the adjustment. What's in the News Codan Limited announced an ordinary fully paid dividend of AUD 0.16 per share for the six months ended June 30, 2025 (Key Developments).

Heightened Defense Spending And Resilient Communications Will Create New Markets

Narrative Update on Codan: Analyst Price Target Adjustment Analysts have maintained their price target for Codan at $28.41, reflecting continued confidence in the company's financial outlook despite minor adjustments to growth assumptions and discount rates. What's in the News Codan Limited has declared an ordinary fully paid dividend of AUD 0.160 per share for the six months ended June 30, 2025 (Key Developments).

Is Codan (ASX:CDA) A Risky Investment?

Oct 16
Is Codan (ASX:CDA) A Risky Investment?

Heightened Defense Spending And Resilient Communications Will Create New Markets

Analysts have raised Codan's fair value estimate from $27.18 to $28.41. This change reflects ongoing confidence in the company's financial outlook and performance metrics.

Why Codan Limited (ASX:CDA) Could Be Worth Watching

Oct 02
Why Codan Limited (ASX:CDA) Could Be Worth Watching

Here's What's Concerning About Codan's (ASX:CDA) Returns On Capital

Sep 18
Here's What's Concerning About Codan's (ASX:CDA) Returns On Capital

Minelab's Upcoming Products And Tactical Communications Expansion Will Strengthen Market Position In Future

Consensus analyst price targets for Codan have risen sharply, mainly reflecting improved expectations for profitability and growth—as evidenced by both higher net profit margins and an uplift in forecast P/E—resulting in a new fair value estimate of A$25.59. What's in the News Codan Limited announced an ordinary fully paid dividend of AUD 0.16 per share for the six months ended June 30, 2025.

Codan Limited (ASX:CDA) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

Aug 08
Codan Limited (ASX:CDA) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

A Look At The Fair Value Of Codan Limited (ASX:CDA)

Aug 05
A Look At The Fair Value Of Codan Limited (ASX:CDA)
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Minelab's Upcoming Products And Tactical Communications Expansion Will Strengthen Market Position In Future

Codan's acquisition strategy and focus on recurring revenue are set to improve revenue stability and net margins.

이익 및 매출 성장 예측

ASX:CDA - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/20281,0642211752688
6/30/20279641951492308
6/30/20268541671151878
12/31/202576212997160N/A
9/30/202571811690154N/A
6/30/202567410384147N/A
3/31/20256329666126N/A
12/31/20245908947105N/A
9/30/20245708551106N/A
6/30/20245508156106N/A
3/31/20245317855104N/A
12/31/20235117554101N/A
9/30/2023484714291N/A
6/30/2023456683180N/A
3/31/2023459753682N/A
12/31/2022461824285N/A
9/30/2022484913068N/A
6/30/20225061011852N/A
3/31/20225031002860N/A
12/31/2021499993969N/A
9/30/20214689574100N/A
6/30/202143790108131N/A
3/31/202140483101122N/A
12/31/20203727593112N/A
9/30/20203606987108N/A
6/30/20203486481104N/A
3/31/2020331597397N/A
12/31/2019313546591N/A
9/30/201929250N/A77N/A
6/30/201927146N/A62N/A
3/31/201926747N/A62N/A
12/31/201826448N/A62N/A
9/30/201824745N/A55N/A
6/30/201823042N/A48N/A
3/31/201822339N/A46N/A
12/31/201721737N/A44N/A
9/30/201722240N/A60N/A
6/30/201722644N/A76N/A
3/31/201721738N/A75N/A
12/31/201620832N/A75N/A
9/30/201618924N/A61N/A
6/30/201617015N/A48N/A
3/31/201615514N/A39N/A
12/31/201514113N/A29N/A
9/30/201514213N/A30N/A
6/30/201514413N/A31N/A

애널리스트 향후 성장 전망

수입 대 저축률: CDA 의 연간 예상 수익 증가율(15.8%)이 saving rate(3.6%)보다 높습니다.

수익 vs 시장: CDA 의 연간 수익(15.8%)이 Australian 시장(12%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: CDA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: CDA 의 수익(연간 11.9%)이 Australian 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: CDA 의 수익(연간 11.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CDA의 자본 수익률은 3년 후 26.6%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 02:41
종가2026/05/05 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
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
  • 리더십 팀
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주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Codan Limited는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Josh KannourakisBarrenjoey Markets Pty Limited
Baxter KirkBell Potter
Daniel LaingBell Potter