Katana Capital Limited is a publicly owned investment manager. More Details
Flawless balance sheet and good value.
Share Price & News
How has Katana Capital's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: KAT is less volatile than 75% of Australian stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: KAT's weekly volatility (5%) has been stable over the past year.
7 Day Return
AU Capital Markets
1 Year Return
AU Capital Markets
Return vs Industry: KAT exceeded the Australian Capital Markets industry which returned 32.3% over the past year.
Return vs Market: KAT exceeded the Australian Market which returned 33.9% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Katana Capital's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 month ago | Simply Wall StWhat To Know Before Buying Katana Capital Limited (ASX:KAT) For Its Dividend
4 months ago | Simply Wall StWhy Katana Capital Limited (ASX:KAT) Should Be In Your Dividend Portfolio
2 years ago | Simply Wall StShould Income Investors Buy Katana Capital Limited (ASX:KAT) Before Its Ex-Dividend?
Is Katana Capital undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: KAT (A$0.96) is trading below our estimate of fair value (A$1.13)
Significantly Below Fair Value: KAT is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: KAT is good value based on its PE Ratio (7.9x) compared to the AU Capital Markets industry average (21.9x).
PE vs Market: KAT is good value based on its PE Ratio (7.9x) compared to the Australian market (20.8x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate KAT's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: KAT is good value based on its PB Ratio (0.9x) compared to the AU Capital Markets industry average (1.3x).
How is Katana Capital forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Katana Capital has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
How has Katana Capital performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: KAT has high quality earnings.
Growing Profit Margin: KAT's current net profit margins (57.4%) are higher than last year (56.3%).
Past Earnings Growth Analysis
Earnings Trend: KAT's earnings have grown significantly by 21.1% per year over the past 5 years.
Accelerating Growth: KAT's earnings growth over the past year (10.8%) is below its 5-year average (21.1% per year).
Earnings vs Industry: KAT earnings growth over the past year (10.8%) exceeded the Capital Markets industry -5%.
Return on Equity
High ROE: KAT's Return on Equity (11.6%) is considered low.
How is Katana Capital's financial position?
Financial Position Analysis
Short Term Liabilities: KAT's short term assets (A$43.3M) exceed its short term liabilities (A$1.6M).
Long Term Liabilities: KAT's short term assets (A$43.3M) exceed its long term liabilities (A$1.2M).
Debt to Equity History and Analysis
Debt Level: KAT is debt free.
Reducing Debt: KAT has not had any debt for past 5 years.
Debt Coverage: KAT has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: KAT has no debt, therefore coverage of interest payments is not a concern.
What is Katana Capital current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: KAT's dividend (1.82%) isn’t notable compared to the bottom 25% of dividend payers in the Australian market (2%).
High Dividend: KAT's dividend (1.82%) is low compared to the top 25% of dividend payers in the Australian market (5.37%).
Stability and Growth of Payments
Stable Dividend: KAT's dividend payments have been volatile in the past 10 years.
Growing Dividend: KAT's dividend payments have fallen over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (12.3%), KAT's dividend payments are thoroughly covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
How experienced are the management team and are they aligned to shareholders interests?
Katana Capital has no CEO, or we have no data on them.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Katana Capital Limited's company bio, employee growth, exchange listings and data sources
- Name: Katana Capital Limited
- Ticker: KAT
- Exchange: ASX
- Founded: 2005
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: AU$34.974m
- Shares outstanding: 36.43m
- Website: https://katanaasset.com
- Katana Capital Limited
- The Quadrant Building
- Level 9
- Western Australia
Katana Capital Limited is a publicly owned investment manager. It invests in the public equity markets of Australia. Katana Capital Limited was founded on September 19, 2005 and is based in Perth, Australi...
Company Analysis and Financial Data Status
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|Company Analysis||2021/04/14 08:16|
|End of Day Share Price||2021/04/14 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.