IPH Inkomsten in het verleden
Verleden criteriumcontroles 5/6
IPH heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 8.9%, terwijl de Professional Services-industrie de winst zag groeien met 9.2% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 16.7%. Het rendement op eigen vermogen van IPH is 12.9%, en het heeft een nettomarge van 11.3%.
Belangrijke informatie
8.86%
Groei van de winst
3.82%
Groei van de winst per aandeel
| Professional Services Groei van de industrie | 8.75% |
| Inkomstengroei | 16.74% |
| Rendement op eigen vermogen | 12.92% |
| Nettomarge | 11.32% |
| Laatste winstupdate | 30 Jun 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • Aug 21
IPH: CEO Transition And Capital Returns Will Support Future Re-Rating
Analysts have trimmed their price target for IPH to A$4.31 from A$4.80 as updated assumptions show a slightly higher discount rate, modestly adjusted revenue growth expectations, and a lower future P/E multiple and profit margin outlook. What's in the News for IPH IPH announced the appointment of Anthony (Tony) O'Malley as the new Chief Executive Officer, with the role effective from July 1, 2026.
Narratiefupdate • Jun 29
IPH: New Leadership Transition Will Support Stronger Profitability Outlook
Analysts have trimmed their price targets for IPH to A$5.40 from A$6.50 as they factor in a lower assumed revenue growth rate, a slightly higher discount rate and a reduced future P/E multiple, partly offset by a modestly higher profit margin outlook. What's in the News for IPH IPH appointed Anthony (Tony) O'Malley as the new Chief Executive Officer, with the role effective from July 1, 2026.
Narratiefupdate • Jun 15
IPH: Leadership Transition Will Sustain Overvaluation Concerns Despite Stable Fundamentals
Analysts have made only a modest adjustment to their A$ price target for IPH, reflecting relatively unchanged fair value at A$3.74, along with small tweaks to the discount rate, revenue growth expectations, profit margin and future P/E assumptions. What's in the News IPH appointed Anthony (Tony) O'Malley as the new Chief Executive Officer, effective July 1, 2026.Narratiefupdate • Jun 01
IPH: Updated Assumptions Will Support A Balanced Yet Cautious Future Outlook
Analysts have trimmed their price target on IPH from A$3.95 to A$3.74, reflecting updated assumptions that now factor in lower revenue growth expectations, a slightly higher discount rate, modestly stronger profit margins and a higher future P/E multiple. What's in the News No recent company specific news items or key developments for IPH have been provided in the available sources.Narratiefupdate • Apr 29
IPH: Share Buyback And Interim Dividend Will Support Future Re-Rating
Analysts have trimmed their price target on IPH by A$0.02 to reflect slightly lower discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News The Board of Directors of IPH Limited authorized a share buyback plan on 19 February 2026 as part of the company’s capital management approach (Key Developments).Narratiefupdate • Apr 14
IPH: Share Buyback And Higher Interim Dividend Will Support Future Re-Rating
Analysts have left their fair value estimate for IPH unchanged at A$4.80, with only minor tweaks to the discount rate and long term assumptions. As a result, the latest price target shift is marginal in absolute terms.Narratiefupdate • Mar 31
IPH: Share Buyback And Rising Dividend Will Support Future Re-Rating
Analysts have nudged their price target on IPH slightly higher to A$4.80, reflecting small adjustments to the discount rate and long term assumptions on revenue growth, profit margin and future P/E that leave the overall valuation framework broadly unchanged. What's in the News The Board of Directors authorized a buyback plan on 19 February 2026, signaling continued focus on capital management (Key Developments).Narratiefupdate • Mar 17
IPH: Share Buyback And Growing Dividends Will Support Future Re-Rating
Analysts have maintained their A$4.80 price target for IPH, citing only minor adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their assessment of the stock’s valuation. What's in the News The Board of Directors of IPH Limited authorized a buyback plan on 19 February 2026, adding a new capital management lever to the existing framework (Key Developments).Narratiefupdate • Mar 03
IPH: Buyback And Rising Margins Will Drive Future Re-Rating
Analysts have trimmed their price target on IPH to A$4.80 from A$5.22. This reflects updated assumptions that include a lower fair value, a slightly higher discount rate, more cautious revenue growth and a reduced future P/E multiple, partly offset by a higher profit margin forecast.Narratiefupdate • Feb 17
IPH: Index Removal And Higher Future P/E Will Set Up Re-Rating
Analysts have trimmed their price target on IPH by A$0.02. Slightly higher discount rate assumptions and small adjustments to fair value, revenue growth and profit margin forecasts are only partly offset by a higher future P/E multiple.Narratiefupdate • Feb 03
IPH: Index Changes And CEO Transition Will Support Steady Future Outlook
Analysts have nudged their price targets for IPH slightly higher, reflecting updated assumptions around a fair value of A$3.95, a marginally lower discount rate and small changes in revenue growth, profit margin and future P/E expectations. Together, these factors support a modestly improved outlook for the shares.Narratiefupdate • Jan 20
IPH: Index Removal And Leadership Change Will Shape Steady Outlook
Analysts have trimmed their price target on IPH to A$3.95. This reflects updated assumptions that keep fair value steady while fine tuning discount rate, revenue growth, profit margin and future P/E inputs.Narratiefupdate • Jan 06
IPH: Index Removal And CEO Transition Will Set Up Future Re-Rating
Analysts have nudged their price target for IPH slightly lower, citing a modest recalibration of fair value, discount rate, revenue growth and profit margin assumptions, alongside a small adjustment to the forward P/E multiple. What's in the News IPH Limited was removed from the S&P/ASX 200 Index, reflecting a change in its index eligibility or weighting criteria rather than an operational update (Key Developments).Narratiefupdate • Dec 14
IPH: Leadership Transition Will Support Future Earnings Multiple Recovery
Analysts have trimmed their price target on IPH from A$4.90 to A$3.95. This reflects expectations of slightly higher discount rates, modestly stronger revenue growth, but lower future profit margins and valuation multiples.Narratiefupdate • Nov 28
IPH: Forward Margin Improvement Will Drive Upside Despite Leadership Transition
Analysts have revised their price target for IPH, lowering the fair value estimate from $5.86 to $5.46. This reflects expectations of slower revenue growth and a higher discount rate, while noting a modest improvement in profit margins and a decrease in the forward P/E ratio.Analyse-artikel • Nov 13
Shareholders Will Probably Hold Off On Increasing IPH Limited's (ASX:IPH) CEO Compensation For The Time Being
Key Insights IPH's Annual General Meeting to take place on 20th of November Salary of AU$1.38m is part of CEO Andrew...Analyse-artikel • Aug 27
IPH's (ASX:IPH) Solid Earnings May Rest On Weak Foundations
The market shrugged off IPH Limited's ( ASX:IPH ) solid earnings report. We think that investors might be worried about...Narratiefupdate • Aug 22
Integration Of Bereskin & Parr And Share Buyback To Benefit Shareholders
The consensus price target for IPH has been reduced from A$6.33 to A$5.86, primarily reflecting lower revenue growth forecasts and a contraction in the expected future P/E multiple. What's in the News IPH Limited declared a final dividend of 19.5 cps, 30% franked, up 3% on the previous year's final dividend; FY25 total dividends are 36.5 cps, up 4% on the prior year.
Nieuw narratief • Feb 09
Canadian Acquisitions Will Expand IP Market Presence And Drive Future Growth
Acquisitions in Canada and regional operating models aim to expand market share and enhance management effectiveness, supporting revenue and earnings growth.Analyse-artikel • Dec 18
There's Reason For Concern Over IPH Limited's (ASX:IPH) Price
IPH Limited's ( ASX:IPH ) price-to-earnings (or "P/E") ratio of 23.1x might make it look like a sell right now compared...Analyse-artikel • Aug 31
We Think That There Are More Issues For IPH (ASX:IPH) Than Just Sluggish Earnings
The market shrugged off IPH Limited's ( ASX:IPH ) weak earnings report last week. We looked at the details, and we...Analyse-artikel • May 10
Subdued Growth No Barrier To IPH Limited's (ASX:IPH) Price
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...Analyse-artikel • Apr 06
IPH (ASX:IPH) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analyse-artikel • Sep 05
Should You Be Adding IPH (ASX:IPH) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analyse-artikel • Apr 17
Is IPH (ASX:IPH) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyse-artikel • Feb 23
A Look At The Fair Value Of IPH Limited (ASX:IPH)
Key Insights IPH's estimated fair value is AU$7.85 based on 2 Stage Free Cash Flow to Equity IPH's AU$8.21 share price...Analyse-artikel • Nov 19
A Look At The Fair Value Of IPH Limited (ASX:IPH)
How far off is IPH Limited ( ASX:IPH ) from its intrinsic value? Using the most recent financial data, we'll take a...Analyse-artikel • Aug 21
IPH (ASX:IPH) Has Announced That It Will Be Increasing Its Dividend To A$0.16
IPH Limited's ( ASX:IPH ) dividend will be increasing from last year's payment of the same period to A$0.16 on 16th of...Opbrengsten en kosten
Opbrengsten en kosten
Hoe IPH geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 30 Jun 26 | 710 | 80 | 193 | 0 |
| 31 Mar 26 | 719 | 77 | 196 | 0 |
| 31 Dec 25 | 729 | 73 | 198 | 0 |
| 30 Sep 25 | 717 | 71 | 195 | 0 |
| 30 Jun 25 | 706 | 69 | 191 | 0 |
| 31 Mar 25 | 690 | 73 | 186 | 0 |
| 31 Dec 24 | 674 | 77 | 181 | 0 |
| 30 Sep 24 | 640 | 69 | 169 | 0 |
| 30 Jun 24 | 606 | 61 | 158 | 0 |
| 31 Mar 24 | 569 | 59 | 152 | 0 |
| 31 Dec 23 | 532 | 57 | 145 | 0 |
| 30 Sep 23 | 508 | 61 | 140 | 0 |
| 30 Jun 23 | 483 | 65 | 135 | 0 |
| 31 Mar 23 | 447 | 61 | 126 | 0 |
| 31 Dec 22 | 412 | 57 | 117 | 0 |
| 30 Sep 22 | 393 | 55 | 114 | 0 |
| 30 Jun 22 | 374 | 53 | 110 | 0 |
| 31 Mar 22 | 371 | 52 | 110 | 0 |
| 31 Dec 21 | 367 | 51 | 109 | 0 |
| 30 Sep 21 | 363 | 52 | 110 | 0 |
| 30 Jun 21 | 360 | 54 | 110 | 0 |
| 31 Mar 21 | 364 | 54 | 111 | 0 |
| 31 Dec 20 | 367 | 54 | 112 | 0 |
| 30 Sep 20 | 367 | 55 | 112 | 0 |
| 30 Jun 20 | 366 | 55 | 113 | 0 |
| 31 Mar 20 | 337 | 55 | 107 | 0 |
| 31 Dec 19 | 309 | 56 | 102 | 0 |
| 30 Sep 19 | 281 | 55 | 95 | 0 |
| 30 Jun 19 | 253 | 53 | 88 | 0 |
| 31 Mar 19 | 249 | 49 | 87 | 0 |
| 31 Dec 18 | 245 | 45 | 86 | 0 |
| 30 Sep 18 | 233 | 43 | 82 | 0 |
| 30 Jun 18 | 222 | 41 | 77 | 0 |
| 31 Mar 18 | 207 | 41 | 70 | 0 |
| 31 Dec 17 | 192 | 40 | 63 | 0 |
| 30 Sep 17 | 188 | 42 | 61 | 0 |
| 30 Jun 17 | 183 | 43 | 59 | 0 |
| 31 Mar 17 | 177 | 43 | 57 | 0 |
| 31 Dec 16 | 171 | 43 | 55 | 0 |
| 30 Sep 16 | 163 | 41 | 52 | 0 |
| 30 Jun 16 | 154 | 39 | 48 | 0 |
| 31 Mar 16 | 138 | 37 | 41 | 0 |
| 31 Dec 15 | 122 | 36 | 33 | 0 |
| 30 Sep 15 | 105 | 33 | 26 | 0 |
Kwaliteitswinsten: IPH heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (11.3%) IPH } zijn hoger dan vorig jaar (9.7%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van IPH is de afgelopen 5 jaar met 8.9% per jaar gegroeid.
Versnelling van de groei: De winstgroei van IPH over het afgelopen jaar ( 16.9% ) overtreft het 5-jarig gemiddelde ( 8.9% per jaar).
Winst versus industrie: De winstgroei IPH over het afgelopen jaar ( 16.9% ) overtrof de Professional Services -sector 5.4%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 12.9% ) van IPH wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/14 07:16 |
| Aandelenkoers aan het einde van de dag | 2026/09/14 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2026/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
IPH Limited wordt gevolgd door 13 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Conor O’Prey | Canaccord Genuity |
| Damen Kloeckner | CLSA |
| Richard Amland | CLSA |