Codan Limited

ASX:CDA Voorraadrapport

Marktkapitalisatie: AU$7.3b

Codan Toekomstige groei

Future criteriumcontroles 4/6

Codan zal naar verwachting groeien in winst en omzet met respectievelijk 16.3% en 12% per jaar. De winst per aandeel zal naar verwachting groeien met 16.3% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 27.1% zijn.

Belangrijke informatie

16.3%

Groei van de winst

16.31%

Groei van de winst per aandeel

Electronic winstgroei20.1%
Inkomstengroei12.0%
Toekomstig rendement op eigen vermogen27.06%
Dekking van analisten

Good

Laatst bijgewerkt22 May 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • May 12

CDA: Future Returns Will Reflect Africa And Unmanned Strength Against Execution Risks

Analysts have raised their price target on Codan from A$36.90 to A$42.34, citing updated assumptions for revenue growth, profit margins and future P/E, as well as Street research pointing to potential outperformance in the Minelab Africa and Unmanned segments. Analyst Commentary Bullish Takeaways Bullish analysts highlight the updated A$42.34 price target and the A$38.50 target from Goldman Sachs as signals that the stock is being valued on an outlook that supports a premium P/E, given current assumptions.
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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).
Narratiefupdate • 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).
Analyseartikel • 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...
Narratiefupdate • 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.
Analyseartikel • 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...
Analyseartikel • 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...
Narratiefupdate • 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.
Analyseartikel • 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...
Analyseartikel • 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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Nieuw narratief • 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.

Winst- en omzetgroeiprognoses

ASX:CDA - Toekomstschattingen van analisten en financiële gegevens uit het verleden (AUD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
6/30/20281,0692251812738
6/30/20279621971512329
6/30/20268561701191899
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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei CDA ( 16.3% per jaar) ligt boven de spaarquote ( 3.6% ).

Winst versus markt: De winst van CDA ( 16.3% per jaar) zal naar verwachting sneller groeien dan de Australian markt ( 11.9% per jaar).

Hoge groeiwinsten: De winst van CDA zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van CDA ( 12% per jaar) zal naar verwachting sneller groeien dan de markt Australian ( 6.2% per jaar).

Hoge groei-inkomsten: De omzet van CDA ( 12% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen CDA zal naar verwachting over 3 jaar hoog zijn ( 27.1 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/23 03:01
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/06/30

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse 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

Codan Limited wordt gevolgd door 14 analisten. 9 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.

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