Codan Limited

ASX:CDA 주식 리포트

시가총액: AU$7.4b

Codan 과거 순이익 실적

과거 기준 점검 6/6

Codan은 연평균 4%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 6.3% 증가했습니다. 매출은 연평균 10.9%의 비율로 증가했습니다. Codan의 자기자본이익률은 23.1%이고 순이익률은 16.9%입니다.

핵심 정보

4.03%

순이익 성장률

3.90%

주당순이익(EPS) 성장률

Electronic 산업 성장률16.11%
매출 성장률10.94%
자기자본이익률23.05%
순이익률16.88%
다음 순이익 업데이트20 Aug 2026

최근 과거 실적 업데이트

Recent updates

분석 기사 • Apr 25

Is Codan Limited (ASX:CDA) Potentially Undervalued?

Codan Limited ( ASX:CDA ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
내러티브 업데이트 • Apr 22

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.
내러티브 업데이트 • Apr 07

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.
내러티브 업데이트 • Mar 24

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.
내러티브 업데이트 • Mar 10

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.
내러티브 업데이트 • Feb 24

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.
분석 기사 • Feb 16

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

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 • Feb 09

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.
분석 기사 • Jan 31

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

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
내러티브 업데이트 • Jan 25

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.
분석 기사 • Jan 16

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

Codan Limited ( ASX:CDA ) shareholders would be excited to see that the share price has had a great month, posting a...
내러티브 업데이트 • Jan 11

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.
내러티브 업데이트 • Dec 27

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.
내러티브 업데이트 • Dec 13

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.
분석 기사 • Dec 01

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

Codan Limited's ( ASX:CDA ) price-to-earnings (or "P/E") ratio of 53.4x might make it look like a strong sell right now...
내러티브 업데이트 • Nov 29

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.
내러티브 업데이트 • Nov 15

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.
분석 기사 • Nov 06

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

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
내러티브 업데이트 • Oct 31

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).
내러티브 업데이트 • Oct 17

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).
분석 기사 • Oct 16

Is Codan (ASX:CDA) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 • Oct 03

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.
분석 기사 • Oct 02

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

Codan Limited ( ASX:CDA ), is not the largest company out there, but it saw a significant share price rise of 64% in...
분석 기사 • Sep 18

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

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
내러티브 업데이트 • Aug 22

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.
분석 기사 • Aug 08

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

Despite an already strong run, Codan Limited ( ASX:CDA ) shares have been powering on, with a gain of 26% in the last...
분석 기사 • Aug 05

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

ASX:CDA 1 Year Share Price vs Fair Value Explore Codan's Fair Values from the Community and select yours Key Insights...
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새 내러티브 • Feb 23

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.

매출 및 비용 세부 내역

Codan가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

ASX:CDA 매출, 비용 및 순이익 (AUD Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 2576212921243
30 Sep 2571811620241
30 Jun 2567410319340
31 Mar 256329618138
31 Dec 245908916837
30 Sep 245708516236
30 Jun 245508115536
31 Mar 245317814835
31 Dec 235117514133
30 Sep 234847113432
30 Jun 234566812731
31 Mar 234597512131
31 Dec 224618211631
30 Sep 224849111532
30 Jun 2250610111533
31 Mar 2250310010933
31 Dec 214999910233
30 Sep 21468958930
30 Jun 21437907726
31 Mar 21404837226
31 Dec 20372756725
30 Sep 20360697025
30 Jun 20348647326
31 Mar 20331597226
31 Dec 19313547027
30 Sep 19292506826
30 Jun 19271466525
31 Mar 19267476524
31 Dec 18264486423
30 Sep 18247456122
30 Jun 18230425720
31 Mar 18223395719
31 Dec 17217375717
30 Sep 17222405717
30 Jun 17226445717
31 Mar 17217385716
31 Dec 16208325816
30 Sep 16189245615
30 Jun 16170155414
31 Mar 16155145213
31 Dec 15141135012
30 Sep 15142135012
30 Jun 15144135011

양질의 수익: CDA는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: CDA의 현재 순 이익률 (16.9%)은 지난해 (15.1%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: CDA의 수익은 지난 5년 동안 연평균 4% 증가했습니다.

성장 가속화: 지난 1년간 CDA 의 수익 증가율(43.9%)은 연간 평균(4%)을 초과합니다.

수익 대 산업: CDA의 지난 1년 수익 증가율(43.9%)은 Electronic 업계의 6.3%를 상회했습니다.

자기자본이익률

높은 ROE: CDA의 자본 수익률(23.1%)은 높음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/08 14:15
종가2026/05/08 00:00
수익2025/12/31
연간 수익2025/06/30

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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
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분석 모델 및 스노우플레이크

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분석가 소스

Codan Limited는 13명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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