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Plato Income Maximiser CHIA:PL8 Stock Report

Last Price

AU$1.24

Market Cap

AU$924.6m

7D

0.4%

1Y

6.4%

Updated

20 Dec, 2024

Data

Company Financials

Plato Income Maximiser Limited

CHIA:PL8 Stock Report

Market Cap: AU$924.6m

PL8 Stock Overview

A privately owned investment manager. More details

PL8 fundamental analysis
Snowflake Score
Valuation3/6
Future Growth0/6
Past Performance1/6
Financial Health6/6
Dividends2/6

Rewards

Trading at 12.1% below our estimate of its fair value

Earnings have grown 23.4% per year over the past 5 years

Risk Analysis

High level of non-cash earnings

Dividend of 5.34% is not well covered by free cash flows


My Notes

Capture your thoughts, links and company narrative

Plato Income Maximiser Limited Competitors

Carlton Investments

ASX:CIN

AU$796.0m

Qualitas

ASX:QAL

AU$775.8m

EQT Holdings

ASX:EQT

AU$820.4m

Djerriwarrh Investments

ASX:DJW

AU$836.0m

Price History & Performance

Summary of share price highs, lows and changes for Plato Income Maximiser
Historical stock prices
Current Share PriceAU$1.24
52 Week HighAU$1.26
52 Week LowAU$1.16
Beta0.48
1 Month Change1.43%
3 Month Change-0.20%
1 Year Change6.44%
3 Year Change4.20%
5 Year Change4.20%
Change since IPO13.76%

Recent News & Updates

Recent updates

Shareholder Returns

PL8AU Capital MarketsAU Market
7D0.4%-1.9%-2.0%
1Y6.4%22.9%7.8%

Return vs Industry: PL8 underperformed the Australian Capital Markets industry which returned 22.9% over the past year.

Return vs Market: PL8 underperformed the Australian Market which returned 7.8% over the past year.

Price Volatility

Is PL8's price volatile compared to industry and market?
PL8 volatility
PL8 Average Weekly Movement1.1%
Capital Markets Industry Average Movement3.9%
Market Average Movement8.0%
10% most volatile stocks in AU Market16.8%
10% least volatile stocks in AU Market3.1%

Stable Share Price: PL8 has not had significant price volatility in the past 3 months compared to the Australian market.

Volatility Over Time: PL8's weekly volatility (1%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2017n/an/awww.plato.com.au

Plato Income Maximiser Limited is a privately owned investment manager. The firm provides its services to SMSF and pension-phase investors. It invests in public equity markets of Australia.

Plato Income Maximiser Limited Fundamentals Summary

How do Plato Income Maximiser's earnings and revenue compare to its market cap?
PL8 fundamental statistics
Market capAU$924.57m
Earnings (TTM)AU$65.94m
Revenue (TTM)AU$84.86m

14.0x

P/E Ratio

10.9x

P/S Ratio

Is PL8 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
PL8 income statement (TTM)
RevenueAU$84.86m
Cost of RevenueAU$0
Gross ProfitAU$84.86m
Other ExpensesAU$18.92m
EarningsAU$65.94m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)0.088
Gross Margin100.00%
Net Profit Margin77.71%
Debt/Equity Ratio0%

How did PL8 perform over the long term?

See historical performance and comparison

Dividends

5.3%

Current Dividend Yield

70%

Payout Ratio

Does PL8 pay a reliable dividends?

See PL8 dividend history and benchmarks
When do you need to buy PL8 by to receive an upcoming dividend?
Plato Income Maximiser dividend dates
Ex Dividend DateDec 16 2024
Dividend Pay DateDec 31 2024
Days until Ex dividend5 days
Days until Dividend pay date10 days

Does PL8 pay a reliable dividends?

See PL8 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 23:39
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Plato Income Maximiser Limited is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution