Stockland Future Growth

Future criteria checks 3/6

Stockland is forecast to grow earnings and revenue by 17.1% and 9.4% per annum respectively. EPS is expected to grow by 18.6% per annum. Return on equity is forecast to be 8.7% in 3 years.

Key information

17.1%

Earnings growth rate

18.6%

EPS growth rate

REITs earnings growth	31.0%
Revenue growth rate	9.4%
Future return on equity	8.7%
Analyst coverage	Good
Last updated	12 Nov 2024

Recent future growth updates

Recent updates

Earnings and Revenue Growth Forecasts

CHIA:SGP - Analysts future estimates and past financials data (AUD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
6/30/2027	4,534	938	725	863	3
6/30/2026	4,346	878	605	797	3
6/30/2025	4,007	813	57	648	3
6/30/2024	2,974	305	110	114	N/A
3/31/2024	2,814	273	117	129	N/A
12/31/2023	2,654	241	123	144	N/A
9/30/2023	2,773	340	216	238	N/A
6/30/2023	2,892	438	309	332	N/A
3/31/2023	2,875	663	441	452	N/A
12/31/2022	2,857	887	573	572	N/A
9/30/2022	2,871	1,156	735	745	N/A
6/30/2022	2,884	1,425	896	918	N/A
3/31/2022	2,794	1,520	801	831	N/A
12/31/2021	2,703	1,614	706	744	N/A
9/30/2021	2,690	1,364	867	896	N/A
6/30/2021	2,677	1,113	1,027	1,047	N/A
3/31/2021	2,725	462	1,080	1,094	N/A
12/31/2020	2,772	-189	1,133	1,141	N/A
9/30/2020	2,828	-105	1,063	1,127	N/A
6/30/2020	2,884	-21	993	1,112	N/A
3/31/2020	2,927	247	913	1,044	N/A
12/31/2019	2,969	515	833	976	N/A
9/30/2019	2,906	413	588	685	N/A
6/30/2019	2,843	311	343	394	N/A
3/31/2019	2,756	476	352	404	N/A
12/31/2018	2,668	641	361	414	N/A
9/30/2018	2,756	833	516	571	N/A
6/30/2018	2,844	1,025	670	728	N/A
3/31/2018	2,904	1,101	N/A	756	N/A
12/31/2017	2,964	1,177	N/A	784	N/A
9/30/2017	2,896	1,186	N/A	853	N/A
6/30/2017	2,828	1,195	N/A	921	N/A
3/31/2017	2,664	1,045	N/A	861	N/A
12/31/2016	2,499	895	N/A	800	N/A
9/30/2016	2,459	892	N/A	794	N/A
6/30/2016	2,418	889	N/A	787	N/A
3/31/2016	2,346	1,013	N/A	677	N/A
12/31/2015	2,274	1,137	N/A	566	N/A
9/30/2015	2,238	1,020	N/A	484	N/A
6/30/2015	2,202	903	N/A	401	N/A
3/31/2015	2,179	797	N/A	494	N/A
12/31/2014	2,155	691	N/A	586	N/A
9/30/2014	2,076	609	N/A	669	N/A
6/30/2014	1,997	527	N/A	752	N/A
3/31/2014	1,933	539	N/A	724	N/A
12/31/2013	1,869	550	N/A	697	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SGP's forecast earnings growth (17.1% per year) is above the savings rate (2.6%).

Earnings vs Market: SGP's earnings (17.1% per year) are forecast to grow faster than the Australian market (12.4% per year).

High Growth Earnings: SGP's earnings are forecast to grow, but not significantly.

Revenue vs Market: SGP's revenue (9.4% per year) is forecast to grow faster than the Australian market (5.7% per year).

High Growth Revenue: SGP's revenue (9.4% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SGP's Return on Equity is forecast to be low in 3 years time (8.7%).

Stockland Future Growth

Future criteria checks 3/6

Key information

Recent future growth updates

Stockland Announces Fiscal Year 2021 Outlook Remains Uncertain

Recent updates

Stockland to Report First Half, 2025 Results on Feb 19, 2025

Stockland, Annual General Meeting, Oct 21, 2024

Stockland Announces Final Dividend for the Six Months Ended 30 June 2024, Payable on 30 August 2024

Stockland Announces Bob Johnston to Join Board of Directors, Effective October 1, 2024

Insufficient new directors

First half dividend of AU$0.17 announced

Stockland to Report Q3, 2024 Results on Apr 29, 2024

Revelop acquired Stockland's Balgowlah Shopping Centre from Stockland (ASX:SGP) for approximately AUD 155 million.

Upcoming dividend of AU$0.08 per share at 5.9% yield

Stockland Limited Announces Estimated Distribution for Six Months to 31 December 2023, Payable on February 29, 2024

Stockland Announces Management Changes

MD, CEO & Director recently bought AU$868k worth of stock

Stockland to Report First Half, 2024 Results on Feb 22, 2024

New major risk - Dividend sustainability

New major risk - Revenue and earnings growth

Upcoming dividend of AU$0.12 per share

Now 24% undervalued

Stockland to Report Q3, 2023 Results on Apr 26, 2023

Stockland Announces 1H23 Estimated Distribution for the Six Months to 31 December 2022, Payable on 28 February 2023

Stockland Reportedly Hires Jarden for Serenitas Pursuit But Price May Be an Issue

MD, CEO & Director recently bought AU$1.1m worth of stock

Stockland Provides Distribution Guidance for the Year 2023

Stockland, Annual General Meeting, Oct 17, 2022

Stockland Announces Dividend for the Six Months Ended June 30, 2022, Payable on August 31, 2022

Stockland Announces Estimates Dividend for the Period of Six Months Ended June 30, 2022, Dividend Payable on August 31, 2022

Non-Executive Director recently bought AU$169k worth of stock

EQT Infrastructure V managed by EQT Partners AB entered into an agreement to acquire Stockland Retirement Living from Stockland (ASX:SGP) for approximately AUD 990 million.

Upcoming dividend of AU$0.12 per share

Stockland (ASX:SGP) agreed to acquire Two Logistics Sites In Padstow for AUD130 million.

Stockland Reportedly to Offload Retirement Unit

Non-Executive Director recently bought AU$186k worth of stock

Stockland (ASX:SGP) completed the acquisition of Halcyon for AUD 620 million.

High number of new directors

MD, CEO & Director recently bought AU$1.7m worth of stock

Group Executive & Chief Investment Officer has left the company

Revenue misses expectations

LOGOS Reportedly Taps Moelis in Bid for Milestone Logistics

New 90-day high: AU$4.74

Stockland to Report Q2, 2021 Results on Feb 25, 2021

Upcoming Dividend of AU$0.11 Per Share

Prime Value Asset Management Ltd. entered into an agreement to acquire Four Victorian Retirement Villages from Stockland (ASX:SGP) for AUD 89 million.

New 90-day high: AU$4.63

Stockland Announces Executive Changes, Effective 1 June 2021

Stockland Appoints Laurence Brindle as A Non-Executive Director

Stockland (ASX:SGP) acquired 10.3 hectare Industrial Development Site in Leppington.

Haben Retail Management Pty Ltd agreed to acquire Stockland Cleveland shopping centre in Brisbane from Stockland (ASX:SGP) for approximately AUD 100 million.

An unknown buyer contracted to acquire Stockland The Pines from Stockland (ASX:SGP) for approximately AUD 160 million.

Stockland Announces Fiscal Year 2021 Outlook Remains Uncertain

Charter Hall Direct Industrial Fund No.4 fund managed by Charter Hall Group (ASX:CHC) acquired The Brownes facility from Stockland (ASX:SGP) for AUD 59 million.

Qualitas Seniors Housing Fund No.1 completed the acquisition of Three Victorian Villages from Stockland (ASX:SGP).

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts

Future Return on Equity

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