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OML

oOh!mediaASX:OML Stock Report

Market Cap

AU$990.8m

7D

-3.3%

1Y

-5.3%

Updated

30 Nov, 2021

Data

Company Financials +
OML fundamental analysis
Snowflake Score
Valuation3/6
Future Growth4/6
Past Performance0/6
Financial Health3/6
Dividends0/6

OML Stock Overview

oOh!media Limited operates as an out of home media company in Australia and New Zealand.

Rewards

Trading at 27.9% below our estimate of its fair value

Earnings are forecast to grow 51.73% per year

Risk Analysis

No risks detected for OML from our risk checks.

oOh!media Competitors

JCDecaux

ENXTPA:DEC

€4.8b

Southern Cross Media Group

ASX:SXL

AU$528.4m

Price History & Performance

Summary of all time highs, changes and price drops for oOh!media
Historical stock prices
Current Share PriceAU$1.62
52 Week HighAU$2.04
52 Week LowAU$1.40
Beta2.14
1 Month Change-10.74%
3 Month Change-10.50%
1 Year Change-5.26%
3 Year Change-62.24%
5 Year Change-60.96%
Change since IPO-14.74%

Recent News & Updates

Sep 23
Is oOh!media (ASX:OML) A Risky Investment?

Is oOh!media (ASX:OML) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Jun 14
Calculating The Intrinsic Value Of oOh!media Limited (ASX:OML)

Calculating The Intrinsic Value Of oOh!media Limited (ASX:OML)

In this article we are going to estimate the intrinsic value of oOh!media Limited ( ASX:OML ) by taking the expected...

Shareholder Returns

OMLAU MediaAU Market
7D-3.3%-3.2%-2.3%
1Y-5.3%24.4%11.4%

Return vs Industry: OML underperformed the Australian Media industry which returned 24.4% over the past year.

Return vs Market: OML underperformed the Australian Market which returned 11.4% over the past year.

Price Volatility

Is OML's price volatile compared to industry and market?
OML volatility
OML Average Weekly Movement5.7%
Media Industry Average Movement10.3%
Market Average Movement8.3%
10% most volatile stocks in AU Market15.9%
10% least volatile stocks in AU Market3.6%

Stable Share Price: OML is not significantly more volatile than the rest of Australian stocks over the past 3 months, typically moving +/- 6% a week.

Volatility Over Time: OML's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19891,800Cathy O'Connorhttps://www.oohmedia.com.au

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; digital and classic format advertising in public transportation corridors, such as rail; and online sites for millennials, students, flyers, small businesses, and city-based audiences.

oOh!media Fundamentals Summary

How do oOh!media's earnings and revenue compare to its market cap?
OML fundamental statistics
Market CapAU$990.76m
Earnings (TTM)-AU$17.06m
Revenue (TTM)AU$471.60m

2.1x

P/S Ratio

-56.8x

P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
OML income statement (TTM)
RevenueAU$471.60m
Cost of RevenueAU$111.12m
Gross ProfitAU$360.49m
ExpensesAU$377.55m
Earnings-AU$17.06m

Last Reported Earnings

Jun 30, 2021

Next Earnings Date

n/a

Earnings per share (EPS)-0.029
Gross Margin76.44%
Net Profit Margin-3.62%
Debt/Equity Ratio19.5%

How did OML perform over the long term?

See historical performance and comparison

Valuation

Is oOh!media undervalued compared to its fair value and its price relative to the market?

27.9%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: OML (A$1.62) is trading below our estimate of fair value (A$2.25)

Significantly Below Fair Value: OML is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: OML is unprofitable, so we can't compare its PE Ratio to the Australian Media industry average.

PE vs Market: OML is unprofitable, so we can't compare its PE Ratio to the Australian market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate OML's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: OML is good value based on its PB Ratio (1.2x) compared to the AU Media industry average (2.5x).


Future Growth

How is oOh!media forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?

51.7%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: OML is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (1.9%).

Earnings vs Market: OML is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: OML's is expected to become profitable in the next 3 years.

Revenue vs Market: OML's revenue (12.7% per year) is forecast to grow faster than the Australian market (5.2% per year).

High Growth Revenue: OML's revenue (12.7% 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%).


Past Performance

How has oOh!media performed over the past 5 years?

-47.8%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: OML is currently unprofitable.

Growing Profit Margin: OML is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: OML is unprofitable, and losses have increased over the past 5 years at a rate of 47.8% per year.

Accelerating Growth: Unable to compare OML's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: OML is unprofitable, making it difficult to compare its past year earnings growth to the Media industry (32.7%).


Return on Equity

High ROE: OML has a negative Return on Equity (-2.14%), as it is currently unprofitable.


Financial Health

How is oOh!media's financial position?


Financial Position Analysis

Short Term Liabilities: OML's short term assets (A$161.6M) do not cover its short term liabilities (A$221.4M).

Long Term Liabilities: OML's short term assets (A$161.6M) do not cover its long term liabilities (A$864.1M).


Debt to Equity History and Analysis

Debt Level: OML's net debt to equity ratio (13.3%) is considered satisfactory.

Reducing Debt: OML's debt to equity ratio has reduced from 46.6% to 19.5% over the past 5 years.

Debt Coverage: OML's debt is well covered by operating cash flow (77.2%).

Interest Coverage: OML's interest payments on its debt are not well covered by EBIT (0.6x coverage).


Balance Sheet


Dividend

What is oOh!media current dividend yield, its reliability and sustainability?

1.83%

Forecast Dividend Yield


Dividend Yield vs Market

Notable Dividend: Unable to evaluate OML's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate OML's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if OML's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if OML's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: OML is not paying a notable dividend for the Australian market.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of OML's dividend in 3 years as they are not forecast to pay a notable one for the Australian market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

1.2yrs

Average management tenure


CEO

Cathy O'Connor

0.83

Tenure

Ms. Catherine O'Connor, also known as Cathy, serves as Chief Executive Officer of oOh media Ltd. since January 1, 2021 and has been its Managing Director since January 11, 2021 and its Executive Director....


Leadership Team

Experienced Management: OML's management team is not considered experienced ( 1.2 years average tenure), which suggests a new team.


Board Members

Experienced Board: OML's board of directors are not considered experienced ( 1.7 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: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

oOh!media Limited's 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$990.759m
  • Shares outstanding: 598.65m
  • Website: https://www.oohmedia.com.au

Number of Employees


Location

  • oOh!media Limited
  • 73 Miller Street
  • Level 2
  • North Sydney
  • New South Wales
  • 2060
  • Australia

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/11/30 07:02
End of Day Share Price2021/11/30 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


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.