SGH Share Price Performance
AU$0
-49.55 (-100.00%)
Price AU$0
Fair ValueAU$40.77
Share Pricen/a
Why Investors Shouldn't Be Surprised By SGH Limited's (ASX:SGH) P/E
Nov 25
SGH Limited Stock Price
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- 17 Fair Values set on narratives written by author
SGH Community Narratives
AN
Fair Value AU$40.77 15.7% overvalued intrinsic discount
Reshoring Pressures And Regulatory Hurdles Will Weigh On Prospects
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Fair Value AU$60 21.4% undervalued intrinsic discount
Accelerated Digital, AI And Cloud Trends Will Unlock Secular Opportunities
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Fair Value AU$52.68 10.4% undervalued intrinsic discount
Australian Infrastructure And Energy Sectors Will Unlock Enduring Value
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Australian Infrastructure And Energy Sectors Will Unlock Enduring Value
Key Takeaways Stable government-backed infrastructure and energy projects, plus ongoing transition to lower-carbon solutions, position SGH for resilient long-term revenue and cash flow growth. Margin gains through operational efficiencies, technology adoption, and disciplined capital allocation will drive improved profitability even during periods of steady or muted demand.Read more
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AN
AU$52.68
10.4% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
4% p.a.
Profit Margin
10.27%
Future PE
21.81x
Price in 2028
AU$66.3
Reshoring Pressures And Regulatory Hurdles Will Weigh On Prospects
Key Takeaways Increasing regionalization, regulatory hurdles, and industry consolidation threaten SGH's revenue growth, market access, and long-term profitability prospects. Reliance on cyclical sectors and product commoditization could erode pricing power and margins if economic conditions worsen or competition intensifies.Read more
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AN
AU$40.77
15.7% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
4% p.a.
Profit Margin
9.99%
Future PE
17.9x
Price in 2028
AU$51.39
Accelerated Digital, AI And Cloud Trends Will Unlock Secular Opportunities
Key Takeaways SGH is poised to benefit from rising AI, automation, and edge computing demand, driving greater market opportunity and higher margins in specialty memory and intelligent platforms. Emphasis on sustainable energy and ESG infrastructure strengthens SGH's sector leadership, enabling premium pricing and supporting topline growth as decarbonization becomes a customer priority.Read more
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AN
AU$60
21.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
5% p.a.
Profit Margin
10.15%
Future PE
25.73x
Price in 2028
AU$75.64
Trending Discussion
Recently Updated Narratives
AN
Australian Infrastructure And Energy Sectors Will Unlock Enduring Value
Fair Value: AU$52.68 10.4% undervalued intrinsic discount
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Reshoring Pressures And Regulatory Hurdles Will Weigh On Prospects
Fair Value: AU$40.77 15.7% overvalued intrinsic discount
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Accelerated Digital, AI And Cloud Trends Will Unlock Secular Opportunities
Fair Value: AU$60 21.4% undervalued intrinsic discount
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Snowflake Analysis
SGH Limited Key Details
About SGH
- Founded
- 2010
- Employees
- 11006
- CEO
- WebsiteView website
SGH Limited engages in the heavy equipment sales and service, equipment hire, construction materials, media, broadcasting, and energy assets businesses. It operates through WesTrac, Coates, Boral, Energy, Media Investments, and Other Investments segments. The company operates as a Caterpillar dealer providing heavy equipment sales and support services. It also provides a range of general and specialist equipment on hire to various markets, including engineering, building construction and maintenance, mining and resources, manufacturing, government, and events. In addition, the company is involved in the designing, manufacturing, assembly, distribution, and support of mobile lighting towers, as well as pumps and dewatering equipment; and distribution of FG Wilson generators and Perkins engines. Further, it invests in listed and unlisted media organizations, as well as private equity investments; and holds oil and gas interests; invests in properties; and produces, supplies, and sells construction materials comprising quarry products, cement, concrete, asphalt, and recycled materials. It operates in Australia, the United Arab Emirates, Indonesia, and the United States of America. SGH Limited was formerly known as Seven Group Holdings Limited and changed its name to SGH Limited in November 2024. The company was incorporated in 2010 and is headquartered in Sydney, Australia.
