Codan Inkomsten in het verleden
Verleden criteriumcontroles 6/6
Codan heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 4%, terwijl de Electronic-industrie de winst zag groeien met 6.3% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 10.9%. Het rendement op eigen vermogen van Codan is 23.1%, en het heeft een nettomarge van 16.9%.
Belangrijke informatie
4.03%
Groei van de winst
3.90%
Groei van de winst per aandeel
| Electronic Groei van de industrie | 16.11% |
| Inkomstengroei | 10.94% |
| Rendement op eigen vermogen | 23.05% |
| Nettomarge | 16.88% |
| Volgende winstupdate | 20 Aug 2026 |
Recente prestatie-updates uit het verleden
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...
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.Opbrengsten en kosten
Opbrengsten en kosten
Hoe Codan geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Dec 25 | 762 | 129 | 212 | 43 |
| 30 Sep 25 | 718 | 116 | 202 | 41 |
| 30 Jun 25 | 674 | 103 | 193 | 40 |
| 31 Mar 25 | 632 | 96 | 181 | 38 |
| 31 Dec 24 | 590 | 89 | 168 | 37 |
| 30 Sep 24 | 570 | 85 | 162 | 36 |
| 30 Jun 24 | 550 | 81 | 155 | 36 |
| 31 Mar 24 | 531 | 78 | 148 | 35 |
| 31 Dec 23 | 511 | 75 | 141 | 33 |
| 30 Sep 23 | 484 | 71 | 134 | 32 |
| 30 Jun 23 | 456 | 68 | 127 | 31 |
| 31 Mar 23 | 459 | 75 | 121 | 31 |
| 31 Dec 22 | 461 | 82 | 116 | 31 |
| 30 Sep 22 | 484 | 91 | 115 | 32 |
| 30 Jun 22 | 506 | 101 | 115 | 33 |
| 31 Mar 22 | 503 | 100 | 109 | 33 |
| 31 Dec 21 | 499 | 99 | 102 | 33 |
| 30 Sep 21 | 468 | 95 | 89 | 30 |
| 30 Jun 21 | 437 | 90 | 77 | 26 |
| 31 Mar 21 | 404 | 83 | 72 | 26 |
| 31 Dec 20 | 372 | 75 | 67 | 25 |
| 30 Sep 20 | 360 | 69 | 70 | 25 |
| 30 Jun 20 | 348 | 64 | 73 | 26 |
| 31 Mar 20 | 331 | 59 | 72 | 26 |
| 31 Dec 19 | 313 | 54 | 70 | 27 |
| 30 Sep 19 | 292 | 50 | 68 | 26 |
| 30 Jun 19 | 271 | 46 | 65 | 25 |
| 31 Mar 19 | 267 | 47 | 65 | 24 |
| 31 Dec 18 | 264 | 48 | 64 | 23 |
| 30 Sep 18 | 247 | 45 | 61 | 22 |
| 30 Jun 18 | 230 | 42 | 57 | 20 |
| 31 Mar 18 | 223 | 39 | 57 | 19 |
| 31 Dec 17 | 217 | 37 | 57 | 17 |
| 30 Sep 17 | 222 | 40 | 57 | 17 |
| 30 Jun 17 | 226 | 44 | 57 | 17 |
| 31 Mar 17 | 217 | 38 | 57 | 16 |
| 31 Dec 16 | 208 | 32 | 58 | 16 |
| 30 Sep 16 | 189 | 24 | 56 | 15 |
| 30 Jun 16 | 170 | 15 | 54 | 14 |
| 31 Mar 16 | 155 | 14 | 52 | 13 |
| 31 Dec 15 | 141 | 13 | 50 | 12 |
| 30 Sep 15 | 142 | 13 | 50 | 12 |
| 30 Jun 15 | 144 | 13 | 50 | 11 |
Kwaliteitswinsten: CDA heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (16.9%) CDA } zijn hoger dan vorig jaar (15.1%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van CDA is de afgelopen 5 jaar met 4% per jaar gegroeid.
Versnelling van de groei: De winstgroei van CDA over het afgelopen jaar ( 43.9% ) overtreft het 5-jarig gemiddelde ( 4% per jaar).
Winst versus industrie: De winstgroei CDA over het afgelopen jaar ( 43.9% ) overtrof de Electronic -sector 8.4%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 23.1% ) van CDA wordt als hoog 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 | 2026/05/23 03:01 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/06/30 |
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 |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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.
| Analist | Instelling |
|---|---|
| Josh Kannourakis | Barrenjoey Markets Pty Limited |
| Baxter Kirk | Bell Potter |
| Daniel Laing | Bell Potter |