Executive Summary
oOh!media Limited operates as an out of home media company in Australia and New Zealand.
Snowflake Analysis
Fair value with moderate growth potential.
Similar Companies
Share Price & News
How has oOh!media's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: OML's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
5.9%
OML
12.3%
AU Media
5.0%
AU Market
1 Year Return
-74.5%
OML
-56.0%
AU Media
-10.3%
AU Market
Return vs Industry: OML underperformed the Australian Media industry which returned -56% over the past year.
Return vs Market: OML underperformed the Australian Market which returned -10.3% over the past year.
Shareholder returns
| OML | Industry | Market | |
|---|---|---|---|
| 7 Day | 5.9% | 12.3% | 5.0% |
| 30 Day | 4.3% | 21.1% | 8.8% |
| 90 Day | -61.4% | -37.0% | -9.9% |
| 1 Year | -67.5%-74.5% | -47.1%-56.0% | -6.6%-10.3% |
| 3 Year | -66.2%-75.5% | -38.1%-54.3% | 11.1%-3.5% |
| 5 Year | -35.3%-55.7% | -29.2%-54.1% | 28.9%1.1% |
Price Volatility Vs. Market
How volatile is oOh!media's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 months ago | Simply Wall St
How Does oOh!media's (ASX:OML) P/E Compare To Its Industry, After The Share Price Drop?2 months ago | Simply Wall St
What Did oOh!media Limited's (ASX:OML) CEO Take Home Last Year?2 months ago | Simply Wall St
How Does oOh!media's (ASX:OML) P/E Compare To Its Industry, After The Share Price Drop?Valuation
Is oOh!media undervalued compared to its fair value and its price relative to the market?
6.4%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: OML (A$1.08) is trading below our estimate of fair value (A$1.15)
Significantly Below Fair Value: OML is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: OML is poor value based on its PE Ratio (19.2x) compared to the Media industry average (16.3x).
PE vs Market: OML is poor value based on its PE Ratio (19.2x) compared to the Australian market (15.5x).
Price to Earnings Growth Ratio
PEG Ratio: OML is good value based on its PEG Ratio (0.4x)
Price to Book Ratio
PB vs Industry: OML is good value based on its PB Ratio (0.4x) compared to the AU Media industry average (1x).
Next Steps
Future Growth
How is oOh!media forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
44.1%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: OML's forecast earnings growth (44.1% per year) is above the savings rate (2.3%).
Earnings vs Market: OML's earnings (44.1% per year) are forecast to grow faster than the Australian market (15% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: OML's revenue (1.6% per year) is forecast to grow slower than the Australian market (4.3% per year).
High Growth Revenue: OML's revenue (1.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: OML's Return on Equity is forecast to be low in 3 years time (8.2%).
Next Steps
Past Performance
How has oOh!media performed over the past 5 years?
27.6%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: OML has a large one-off loss of A$13.6M impacting its December 31 2019 financial results.
Growing Profit Margin: OML's current net profit margins (2.1%) are lower than last year (6%).
Past Earnings Growth Analysis
Earnings Trend: OML has become profitable over the past 5 years, growing earnings by 27.6% per year.
Accelerating Growth: OML's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: OML had negative earnings growth (-53.8%) over the past year, making it difficult to compare to the Media industry average (-47.8%).
Return on Equity
High ROE: OML's Return on Equity (2%) is considered low.
Next Steps
Financial Health
How is oOh!media's financial position?
Financial Position Analysis
Short Term Liabilities: OML's short term assets (A$234.0M) do not cover its short term liabilities (A$257.3M).
Long Term Liabilities: OML's short term assets (A$234.0M) do not cover its long term liabilities (A$1.2B).
Debt to Equity History and Analysis
Debt Level: OML's debt to equity ratio (64.4%) is considered high.
Reducing Debt: OML's debt to equity ratio has increased from 33.7% to 64.4% over the past 5 years.
Debt Coverage: OML's debt is well covered by operating cash flow (55.3%).
Interest Coverage: OML's interest payments on its debt are not well covered by EBIT (1.6x coverage).
Balance Sheet
Next Steps
Dividend
What is oOh!media's current dividend yield, its reliability and sustainability?
10.18%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: OML's dividend (10.19%) is higher than the bottom 25% of dividend payers in the Australian market (2.61%).
High Dividend: OML's dividend (10.19%) is in the top 25% of dividend payers in the Australian market (6.69%)
Stability and Growth of Payments
Stable Dividend: OML has been paying a dividend for less than 10 years and during this time payments have been volatile.
Growing Dividend: OML's dividend payments have increased, but the company has only paid a dividend for 5 years.
Current Payout to Shareholders
Dividend Coverage: With its high payout ratio (195.9%), OML's dividend payments are not well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: OML's dividends in 3 years are forecast to be well covered by earnings (36.8% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
1.8yrs
Average management tenure
CEO
Brendon Cook
no data
Tenure
AU$1,083,355
Compensation
Mr. Brendon Jon Cook serves as the Chief Executive Officer and Managing Director at oOh!media Limited and has been its Executive Director since July 10, 2014. Mr. Cook has been the Chief Executive Officer, ...
CEO Compensation Analysis
Compensation vs Market: Brendon's total compensation ($USD719.26K) is about average for companies of similar size in the Australian market ($USD766.95K).
Compensation vs Earnings: Brendon's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, MD & Executive Director | no data | AU$1.08m | 0.39% A$2.5m | |
| Chief Financial Officer | 2.17yrs | AU$527.38k | 0.0014% A$9.3k | |
| Chief Commercial & Operations Officer | 1.5yrs | no data | no data | |
| Company Secretary & General Counsel | 2yrs | no data | no data | |
| Chief People & Culture Officer | 5.92yrs | no data | no data | |
| Chief Commercial & Product Officer | 1.5yrs | no data | no data | |
| Head of Production and Commercial Director of Operations & Technology | no data | no data | no data | |
| Company Secretary(Leave of Absence) | 0.17yr | no data | no data |
1.8yrs
Average Tenure
Experienced Management: OML's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, MD & Executive Director | no data | AU$1.08m | 0.39% A$2.5m | |
| Non-Executive Director | 0.083yr | no data | no data | |
| Board Observer | 0.083yr | AU$167.50k | 0.015% A$99.0k | |
| Independent Non-Executive Director | 0.67yr | AU$38.57k | 0.0084% A$54.0k | |
| Independent Non-Executive Director | 1yr | AU$104.21k | 0.036% A$228.9k | |
| Non-Executive Chairman | 2.67yrs | AU$335.00k | 0.052% A$331.2k | |
| Independent Non-Executive Director | 2.67yrs | AU$145.00k | 0.012% A$77.2k | |
| Lead Independent Director | 0.17yr | AU$11.77k | 0.0084% A$54.0k |
0.8yrs
Average Tenure
57yo
Average Age
Experienced Board: OML's board of directors are not considered experienced ( 0.8 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: OML insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 147.3%.
Top Shareholders
Company Information
oOh!media Limited's company bio, employee growth, exchange listings and data sources
Key Information
- Name: oOh!media Limited
- Ticker: OML
- Exchange: ASX
- Founded: 1989
- Industry: Advertising
- Sector: Media
- Market Cap: AU$639.131m
- Shares outstanding: 591.79m
- Website: https://www.oohmedia.com.au
Number of Employees
Location
- oOh!media Limited
- 76 Berry Street
- Level 2
- North Sydney
- New South Wales
- 2060
- Australia
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| OML | ASX (Australian Securities Exchange) | Yes | Ordinary Shares | AU | AUD | Dec 2014 |
| OML | CHIA (Chi-X Australia) | Yes | Ordinary Shares | AU | AUD | Dec 2014 |
| 0OH | DB (Deutsche Boerse AG) | Yes | Ordinary Shares | DE | EUR | Dec 2014 |
Biography
oOh!media Limited operates as an out of home media company in Australia and New Zealand. The company’s portfolio includes large format classic and digital roadside screens; classic and digital signs in shopping centers, airport terminals, and lounges, as well as in cafes, pubs, universities, office buildings, and gyms; classic and digital street furniture signs; classic and digital rail, and classic format advertising in public transportation corridors, including rail; and online sites for millennials, students, flyers, small businesses, and city-based audiences. It also engages in content production and digital printing operations. oOh!media Limited was founded in 1989 and is based in North Sydney, Australia.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/05/30 11:36 |
| End of Day Share Price | 2020/05/29 00:00 |
| Earnings | 2019/12/31 |
| Annual Earnings | 2019/12/31 |
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.