View ValuationIDP Education 향후 성장Future 기준 점검 3/6IDP Education (는) 각각 연간 34.8% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 32.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18% 로 예상됩니다.핵심 정보34.8%이익 성장률32.75%EPS 성장률Consumer Services 이익 성장15.8%매출 성장률4.5%향후 자기자본이익률18.00%애널리스트 커버리지Good마지막 업데이트21 Aug 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesNew Risk • 19hNew minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (204% payout ratio). Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin).Reported Earnings • Aug 21Full year 2026 earnings released: EPS: AU$0.044 (vs AU$0.16 in FY 2025)Full year 2026 results: EPS: AU$0.044 (down from AU$0.16 in FY 2025). Revenue: AU$795.4m (down 9.8% from FY 2025). Net income: AU$12.3m (down 72% from FY 2025). Profit margin: 1.5% (down from 5.0% in FY 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 11 percentage points per year, which is a significant difference in performance.공고 • Jun 19IDP Education Limited (ASX:IEL) announces an Equity Buyback for AUD 50 million worth of its shares.IDP Education Limited (ASX:IEL) announces a share repurchase program. Under the program, the company will repurchase up to AUD 50 million worth of its shares. The purpose of the program is enhancement of shareholder returns and efficient use of capital. The program is valid till June 30, 2027. As of June 19, 2026, the company had 278,336,211 shares issued and outstanding.공고 • Feb 26IDP Education Limited Announces Distribution for the Six Months Ended December 31, 2025, Payable on March 26, 2026IDP Education Limited announced distribution of AUD 0.03000000 per security for the six months ended December 31, 2025, payable on March 26, 2026. Ex-date is March 4, 2026. Record date is March 5, 2026.공고 • Oct 24+ 1 more updateIDP Education Limited to Report Fiscal Year 2026 Results on Aug 20, 2026IDP Education Limited announced that they will report fiscal year 2026 results on Aug 20, 2026공고 • Sep 22IDP Education Limited(ASX:IEL) dropped from FTSE All-World Index (USD)IDP Education Limited(ASX:IEL) dropped from FTSE All-World Index (USD)공고 • Sep 15IDP Education Limited, Annual General Meeting, Oct 21, 2025IDP Education Limited, Annual General Meeting, Oct 21, 2025.공고 • Mar 01Idp Education Limited Announces Ordinary Dividend for Period of Six Months Ended December 31, 2024, Payable on March 27, 2025IDP Education Limited announces ordinary dividend of AUD 0.09 per security for period of six months ended December 31, 2024, Payable on March 27, 2025. Record date is March 6, 2025. Ex date is March 5, 2025.공고 • Oct 31+ 1 more updateIDP Education Limited to Report Fiscal Year 2025 Results on Aug 28, 2025IDP Education Limited announced that they will report fiscal year 2025 results on Aug 28, 2025Reported Earnings • Aug 30Full year 2024 earnings released: EPS: AU$0.48 (vs AU$0.53 in FY 2023)Full year 2024 results: EPS: AU$0.48 (down from AU$0.53 in FY 2023). Revenue: AU$1.04b (up 5.6% from FY 2023). Net income: AU$132.7m (down 11% from FY 2023). Profit margin: 13% (down from 15% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.공고 • Jun 08IDP Education Limited to Report Fiscal Year 2024 Results on Aug 29, 2024IDP Education Limited announced that they will report fiscal year 2024 results on Aug 29, 2024Upcoming Dividend • Feb 29Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 27 March 2024. Payout ratio and cash payout ratio are on the higher end at 77% and 93% respectively. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (2.7%).Declared Dividend • Feb 16First half dividend of AU$0.25 announcedShareholders will receive a dividend of AU$0.25. Ex-date: 7th March 2024 Payment date: 27th March 2024 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 33% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 16First half 2024 earnings released: EPS: AU$0.35 (vs AU$0.29 in 1H 2023)First half 2024 results: EPS: AU$0.35 (up from AU$0.29 in 1H 2023). Revenue: AU$579.1m (up 15% from 1H 2023). Net income: AU$97.2m (up 19% from 1H 2023). Profit margin: 17% (in line with 1H 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Feb 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €11.70. The fair value is estimated to be €14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.공고 • Jan 19IDP Education Limited to Report First Half, 2024 Results on Feb 14, 2024IDP Education Limited announced that they will report first half, 2024 results on Feb 14, 2024공고 • Dec 13IDP Education Limited Announces Resignation of Murray Walton as Chief Financial OfficerIDP Education Limited announced that its Chief Financial Officer (CFO), Mr. Murray Walton, will step down from his current role in March 2024, after 14 years in the position. Walton joined IDP as its CFO and Company Secretary in March 2010 and has overseen a period of significant expansion and transformation for the Company. Mr. Walton also acted as the Company's Interim Chief Executive Officer from September 2022 to February 2023. During his time as CFO Mr. Walton has played a key role in IDP's success including: Conducting an Initial Public Offering (IPO) and listing on the ASX. Expanding its operations into 56 countries. Developing and implementing the corporate governance framework required to support the listing and growth. Significant growth in financial indicators culminating in a record FY23 revenue of $982 million with adjusted EBIT growth of 40% to $228 million.공고 • Oct 29IDP Education Limited, Annual General Meeting, Oct 15, 2024IDP Education Limited, Annual General Meeting, Oct 15, 2024, at 10:00 AUS Eastern Standard Time.Buying Opportunity • Sep 21Now 21% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be €17.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Upcoming Dividend • Aug 28Upcoming dividend of AU$0.20 per share at 1.6% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 28 September 2023. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.9%).공고 • Aug 23+ 1 more updateIDP Education Limited Announces Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 28, 2023IDP Education Limited announced ordinary dividend of AUD 0.2000 per share for the six months ended June 30, 2023. Dividend payable on September 28, 2023, record date of September 5, 2023 and ex-date of September 4, 2023.Reported Earnings • Aug 23Full year 2023 earnings releasedFull year 2023 results: Revenue: AU$981.9m (up 24% from FY 2022). Net income: AU$154.2m (up 50% from FY 2022). Profit margin: 16% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Services industry in Europe.공고 • Jul 07IDP Education Limited to Report Fiscal Year 2023 Results on Aug 23, 2023IDP Education Limited announced that they will report fiscal year 2023 results on Aug 23, 2023Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €13.00, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 16x in the Consumer Services industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.86 per share.공고 • May 23IDP Education Limited (ASX:IEL) acquired 100% stake in The Ambassador Platform Ltd for £9 million.IDP Education Limited (ASX:IEL) acquired 100% stake in The Ambassador Platform Ltd for £9 million on May 23, 2023. The total consideration for the acquisition will be up to £9 million which IDP will fund through its existing cash balance. The announcement was authorized by a sub-committee of the IDP Board of Directors. IDP Education Limited (ASX:IEL) completed the acquisition of 100% stake in The Ambassador Platform Ltd on May 23, 2023.공고 • May 09IDP Education Limited, Annual General Meeting, Oct 17, 2023IDP Education Limited, Annual General Meeting, Oct 17, 2023, at 10:01 E. Australia Standard Time. Location: Assembly Room I & II, Level 5, Events Centre, Level 5, Collins Square, 727 Collins Street Docklands AustraliaUpcoming Dividend • Mar 02Upcoming dividend of AU$0.21 per share at 1.5% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.29 (vs AU$0.18 in 1H 2022)First half 2023 results: EPS: AU$0.29 (up from AU$0.18 in 1H 2022). Revenue: AU$501.8m (up 27% from 1H 2022). Net income: AU$82.0m (up 61% from 1H 2022). Profit margin: 16% (up from 13% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공고 • Feb 14+ 1 more updateIDP Education Limited Announces Chief Executive Office ChangesIDP Education Limited announced that as announced on 10 August 2022, Tennealle O'Shannessy has been appointed as IDP's Chief Executive Officer. Ms. O'Shannessy commences in the role 13 February, 2023. IDP's Board of Directors would like to thank Murray Walton, IDP's Chief Financial Officer, who held the role of interim CEO from 9 September 2022. Mr. Walton will continue in his role as IDP's CFO.공고 • Dec 08IDP Education Limited to Report Q2, 2023 Results on Feb 23, 2023IDP Education Limited announced that they will report Q2, 2023 results on Feb 23, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Executive Director Michelle Tredenick was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.14 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.37 (vs AU$0.14 in FY 2021)Full year 2022 results: EPS: AU$0.37 (up from AU$0.14 in FY 2021). Revenue: AU$793.3m (up 50% from FY 2021). Net income: AU$102.6m (up 159% from FY 2021). Profit margin: 13% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 22% growth forecast for the Consumer Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Colin Stirling was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Feb 24Upcoming dividend of AU$0.14 per shareEligible shareholders must have bought the stock before 03 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (2.5%).Reported Earnings • Feb 11First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.18 (up from AU$0.11 in 1H 2021). Revenue: AU$396.8m (up 48% from 1H 2021). Net income: AU$50.9m (up 67% from 1H 2021). Profit margin: 13% (up from 11% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 42%, compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.Recent Insider Transactions • Oct 07Independent Non-Executive Chairman recently sold €58k worth of stockOn the 30th of September, Peter Polson sold around 3k shares on-market at roughly €20.71 per share. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. This was Peter's only on-market trade for the last 12 months.Recent Insider Transactions • Sep 14MD, CEO & Director recently sold €3.0m worth of stockOn the 7th of September, Andrew Barkla sold around 150k shares on-market at roughly €20.33 per share. This was the largest sale by an insider in the last 3 months. This was Andrew's only on-market trade for the last 12 months.Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.14 (vs AU$0.26 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$528.7m (down 9.9% from FY 2020). Net income: AU$39.7m (down 42% from FY 2020). Profit margin: 7.5% (down from 12% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 25New 90-day high: €17.10The company is up 12% from its price of €15.30 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.23 per share.Is New 90 Day High Low • Feb 09New 90-day high: €15.70The company is up 17% from its price of €13.40 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.37 per share.Is New 90 Day High Low • Nov 19New 90-day high: €14.60The company is up 33% from its price of €11.00 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.45 per share.Is New 90 Day High Low • Oct 29New 90-day high: €12.20The company is up 51% from its price of €8.10 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.63 per share.이익 및 매출 성장 예측DB:03F - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202983381140127116/30/202879865115113126/30/20277442810877106/30/202679512103135N/A3/31/2026832986128N/A12/31/2025860170120N/A9/30/20258712371126N/A6/30/20258915072133N/A3/31/20259177674130N/A12/31/202494210277127N/A9/30/202499011770122N/A6/30/20241,03713364118N/A3/31/20241,04814893144N/A12/31/20231,059164123171N/A9/30/20231,021156127170N/A6/30/2023982149131170N/A3/31/202394014189127N/A12/31/20228981344784N/A9/30/202284611879112N/A6/30/2022793103111141N/A3/31/202272581114140N/A12/31/202165660116140N/A9/30/202159350107129N/A6/30/20215294097117N/A3/31/2021503407692N/A12/31/2020477415468N/A9/30/2020532545571N/A6/30/2020587685675N/A3/31/202063076N/A92N/A12/31/201967384N/A109N/A9/30/201963575N/A92N/A6/30/201959867N/A75N/A3/31/201957464N/A79N/A12/31/201854962N/A84N/A9/30/201851857N/A79N/A6/30/201848752N/A75N/A3/31/201846750N/A70N/A12/31/201744648N/A65N/A9/30/201742045N/A62N/A6/30/201739442N/A59N/A3/31/201738243N/A49N/A12/31/201637044N/A39N/A9/30/201636642N/A41N/A6/30/201636240N/A44N/A3/31/201635437N/A46N/A12/31/201534635N/A47N/A9/30/201532833N/A46N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 03F 의 연간 예상 수익 증가율(34.8%)이 saving rate(2.1%)보다 높습니다.수익 vs 시장: 03F 의 연간 수익(34.8%)이 German 시장(15.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 03F 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 03F 의 수익(연간 4.5%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 03F 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 03F의 자본 수익률은 3년 후 18%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/21 18:32종가2026/08/21 00:00수익2026/06/30연간 수익2026/06/30데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스IDP Education Limited는 16명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Josh KannourakisBarrenjoey Markets Pty LimitedSriharsh SinghBofA Global ResearchJohn MarrinCLSA13명의 분석가 더 보기
New Risk • 19hNew minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (204% payout ratio). Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin).
Reported Earnings • Aug 21Full year 2026 earnings released: EPS: AU$0.044 (vs AU$0.16 in FY 2025)Full year 2026 results: EPS: AU$0.044 (down from AU$0.16 in FY 2025). Revenue: AU$795.4m (down 9.8% from FY 2025). Net income: AU$12.3m (down 72% from FY 2025). Profit margin: 1.5% (down from 5.0% in FY 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 11 percentage points per year, which is a significant difference in performance.
공고 • Jun 19IDP Education Limited (ASX:IEL) announces an Equity Buyback for AUD 50 million worth of its shares.IDP Education Limited (ASX:IEL) announces a share repurchase program. Under the program, the company will repurchase up to AUD 50 million worth of its shares. The purpose of the program is enhancement of shareholder returns and efficient use of capital. The program is valid till June 30, 2027. As of June 19, 2026, the company had 278,336,211 shares issued and outstanding.
공고 • Feb 26IDP Education Limited Announces Distribution for the Six Months Ended December 31, 2025, Payable on March 26, 2026IDP Education Limited announced distribution of AUD 0.03000000 per security for the six months ended December 31, 2025, payable on March 26, 2026. Ex-date is March 4, 2026. Record date is March 5, 2026.
공고 • Oct 24+ 1 more updateIDP Education Limited to Report Fiscal Year 2026 Results on Aug 20, 2026IDP Education Limited announced that they will report fiscal year 2026 results on Aug 20, 2026
공고 • Sep 22IDP Education Limited(ASX:IEL) dropped from FTSE All-World Index (USD)IDP Education Limited(ASX:IEL) dropped from FTSE All-World Index (USD)
공고 • Sep 15IDP Education Limited, Annual General Meeting, Oct 21, 2025IDP Education Limited, Annual General Meeting, Oct 21, 2025.
공고 • Mar 01Idp Education Limited Announces Ordinary Dividend for Period of Six Months Ended December 31, 2024, Payable on March 27, 2025IDP Education Limited announces ordinary dividend of AUD 0.09 per security for period of six months ended December 31, 2024, Payable on March 27, 2025. Record date is March 6, 2025. Ex date is March 5, 2025.
공고 • Oct 31+ 1 more updateIDP Education Limited to Report Fiscal Year 2025 Results on Aug 28, 2025IDP Education Limited announced that they will report fiscal year 2025 results on Aug 28, 2025
Reported Earnings • Aug 30Full year 2024 earnings released: EPS: AU$0.48 (vs AU$0.53 in FY 2023)Full year 2024 results: EPS: AU$0.48 (down from AU$0.53 in FY 2023). Revenue: AU$1.04b (up 5.6% from FY 2023). Net income: AU$132.7m (down 11% from FY 2023). Profit margin: 13% (down from 15% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
공고 • Jun 08IDP Education Limited to Report Fiscal Year 2024 Results on Aug 29, 2024IDP Education Limited announced that they will report fiscal year 2024 results on Aug 29, 2024
Upcoming Dividend • Feb 29Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 27 March 2024. Payout ratio and cash payout ratio are on the higher end at 77% and 93% respectively. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (2.7%).
Declared Dividend • Feb 16First half dividend of AU$0.25 announcedShareholders will receive a dividend of AU$0.25. Ex-date: 7th March 2024 Payment date: 27th March 2024 Dividend yield will be 3.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 33% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 16First half 2024 earnings released: EPS: AU$0.35 (vs AU$0.29 in 1H 2023)First half 2024 results: EPS: AU$0.35 (up from AU$0.29 in 1H 2023). Revenue: AU$579.1m (up 15% from 1H 2023). Net income: AU$97.2m (up 19% from 1H 2023). Profit margin: 17% (in line with 1H 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Feb 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €11.70. The fair value is estimated to be €14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
공고 • Jan 19IDP Education Limited to Report First Half, 2024 Results on Feb 14, 2024IDP Education Limited announced that they will report first half, 2024 results on Feb 14, 2024
공고 • Dec 13IDP Education Limited Announces Resignation of Murray Walton as Chief Financial OfficerIDP Education Limited announced that its Chief Financial Officer (CFO), Mr. Murray Walton, will step down from his current role in March 2024, after 14 years in the position. Walton joined IDP as its CFO and Company Secretary in March 2010 and has overseen a period of significant expansion and transformation for the Company. Mr. Walton also acted as the Company's Interim Chief Executive Officer from September 2022 to February 2023. During his time as CFO Mr. Walton has played a key role in IDP's success including: Conducting an Initial Public Offering (IPO) and listing on the ASX. Expanding its operations into 56 countries. Developing and implementing the corporate governance framework required to support the listing and growth. Significant growth in financial indicators culminating in a record FY23 revenue of $982 million with adjusted EBIT growth of 40% to $228 million.
공고 • Oct 29IDP Education Limited, Annual General Meeting, Oct 15, 2024IDP Education Limited, Annual General Meeting, Oct 15, 2024, at 10:00 AUS Eastern Standard Time.
Buying Opportunity • Sep 21Now 21% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be €17.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Upcoming Dividend • Aug 28Upcoming dividend of AU$0.20 per share at 1.6% yieldEligible shareholders must have bought the stock before 04 September 2023. Payment date: 28 September 2023. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.9%).
공고 • Aug 23+ 1 more updateIDP Education Limited Announces Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 28, 2023IDP Education Limited announced ordinary dividend of AUD 0.2000 per share for the six months ended June 30, 2023. Dividend payable on September 28, 2023, record date of September 5, 2023 and ex-date of September 4, 2023.
Reported Earnings • Aug 23Full year 2023 earnings releasedFull year 2023 results: Revenue: AU$981.9m (up 24% from FY 2022). Net income: AU$154.2m (up 50% from FY 2022). Profit margin: 16% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Services industry in Europe.
공고 • Jul 07IDP Education Limited to Report Fiscal Year 2023 Results on Aug 23, 2023IDP Education Limited announced that they will report fiscal year 2023 results on Aug 23, 2023
Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €13.00, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 16x in the Consumer Services industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.86 per share.
공고 • May 23IDP Education Limited (ASX:IEL) acquired 100% stake in The Ambassador Platform Ltd for £9 million.IDP Education Limited (ASX:IEL) acquired 100% stake in The Ambassador Platform Ltd for £9 million on May 23, 2023. The total consideration for the acquisition will be up to £9 million which IDP will fund through its existing cash balance. The announcement was authorized by a sub-committee of the IDP Board of Directors. IDP Education Limited (ASX:IEL) completed the acquisition of 100% stake in The Ambassador Platform Ltd on May 23, 2023.
공고 • May 09IDP Education Limited, Annual General Meeting, Oct 17, 2023IDP Education Limited, Annual General Meeting, Oct 17, 2023, at 10:01 E. Australia Standard Time. Location: Assembly Room I & II, Level 5, Events Centre, Level 5, Collins Square, 727 Collins Street Docklands Australia
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.21 per share at 1.5% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).
Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.29 (vs AU$0.18 in 1H 2022)First half 2023 results: EPS: AU$0.29 (up from AU$0.18 in 1H 2022). Revenue: AU$501.8m (up 27% from 1H 2022). Net income: AU$82.0m (up 61% from 1H 2022). Profit margin: 16% (up from 13% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공고 • Feb 14+ 1 more updateIDP Education Limited Announces Chief Executive Office ChangesIDP Education Limited announced that as announced on 10 August 2022, Tennealle O'Shannessy has been appointed as IDP's Chief Executive Officer. Ms. O'Shannessy commences in the role 13 February, 2023. IDP's Board of Directors would like to thank Murray Walton, IDP's Chief Financial Officer, who held the role of interim CEO from 9 September 2022. Mr. Walton will continue in his role as IDP's CFO.
공고 • Dec 08IDP Education Limited to Report Q2, 2023 Results on Feb 23, 2023IDP Education Limited announced that they will report Q2, 2023 results on Feb 23, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Executive Director Michelle Tredenick was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.14 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.37 (vs AU$0.14 in FY 2021)Full year 2022 results: EPS: AU$0.37 (up from AU$0.14 in FY 2021). Revenue: AU$793.3m (up 50% from FY 2021). Net income: AU$102.6m (up 159% from FY 2021). Profit margin: 13% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 22% growth forecast for the Consumer Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Colin Stirling was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Feb 24Upcoming dividend of AU$0.14 per shareEligible shareholders must have bought the stock before 03 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (2.5%).
Reported Earnings • Feb 11First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.18 (up from AU$0.11 in 1H 2021). Revenue: AU$396.8m (up 48% from 1H 2021). Net income: AU$50.9m (up 67% from 1H 2021). Profit margin: 13% (up from 11% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 42%, compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Oct 07Independent Non-Executive Chairman recently sold €58k worth of stockOn the 30th of September, Peter Polson sold around 3k shares on-market at roughly €20.71 per share. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. This was Peter's only on-market trade for the last 12 months.
Recent Insider Transactions • Sep 14MD, CEO & Director recently sold €3.0m worth of stockOn the 7th of September, Andrew Barkla sold around 150k shares on-market at roughly €20.33 per share. This was the largest sale by an insider in the last 3 months. This was Andrew's only on-market trade for the last 12 months.
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.14 (vs AU$0.26 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$528.7m (down 9.9% from FY 2020). Net income: AU$39.7m (down 42% from FY 2020). Profit margin: 7.5% (down from 12% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 25New 90-day high: €17.10The company is up 12% from its price of €15.30 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.23 per share.
Is New 90 Day High Low • Feb 09New 90-day high: €15.70The company is up 17% from its price of €13.40 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.37 per share.
Is New 90 Day High Low • Nov 19New 90-day high: €14.60The company is up 33% from its price of €11.00 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.45 per share.
Is New 90 Day High Low • Oct 29New 90-day high: €12.20The company is up 51% from its price of €8.10 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.63 per share.