ADH Stock Overview

Operates as a specialty retailer of home furnishings, furniture, and decoration products in Australia and New Zealand. More details

ADH fundamental analysis
Snowflake Score
Valuation	6/6
Future Growth	3/6
Past Performance	1/6
Financial Health	4/6
Dividends	3/6

Rewards

Trading at 80.3% below our estimate of its fair value

Earnings are forecast to grow 15.97% per year

Trading at good value compared to peers and industry

Analysts in good agreement that stock price will rise by 27.1%

Risk Analysis

Unstable dividend track record

Community vs My Fair Value

Select a narrative for quick price alerts from the community, or create your own.

Adairs

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Store Expansion And Technology Investments Will Improve Efficiency And Customer Experience

Key Takeaways Enhancements in logistics and digital capabilities are expected to reduce costs and improve profitability, positively impacting net margins. Expansion and store upgrades aim to drive sales and revenue growth through improved customer experience and increased product visibility.

View narrative

AU$2.73

21.3% undervalued

6.43%

Revenue growth p.a.

4 days ago

View Adairs Community

Adairs Limited Competitors

Joyce

ASX:JYC

AU$125.7m

Nick Scali

ASX:NCK

AU$1.4b

Autosports Group

ASX:ASG

AU$347.2m

Universal Store Holdings

ASX:UNI

AU$552.4m

Price History & Performance

Summary of share price highs, lows and changes for Adairs
Historical stock prices
Current Share Price	AU$2.15
52 Week High	AU$2.99
52 Week Low	AU$1.65
Beta	1.57
1 Month Change	0.47%
3 Month Change	-14.34%
1 Year Change	-7.33%
3 Year Change	-24.56%
5 Year Change	82.20%
Change since IPO	-18.87%

Is Now The Time To Look At Buying Adairs Limited (ASX:ADH)?

Feb 26

Sustainability Initiatives Will Strengthen Future Brand Reputation

Feb 09 Enhanced control over supply chain operations and a new warehouse management system are expected to improve net margins and earnings in the next fiscal year.

Recent updates

Is Now The Time To Look At Buying Adairs Limited (ASX:ADH)?

Feb 26

Sustainability Initiatives Will Strengthen Future Brand Reputation

Feb 09 Enhanced control over supply chain operations and a new warehouse management system are expected to improve net margins and earnings in the next fiscal year.

Further Upside For Adairs Limited (ASX:ADH) Shares Could Introduce Price Risks After 37% Bounce

Oct 16

Improved Earnings Required Before Adairs Limited (ASX:ADH) Stock's 34% Jump Looks Justified

Mar 12

AU$2.15 - That's What Analysts Think Adairs Limited (ASX:ADH) Is Worth After These Results

Feb 27

Investors Don't See Light At End Of Adairs Limited's (ASX:ADH) Tunnel

Jan 19

When Should You Buy Adairs Limited (ASX:ADH)?

Oct 19

Is Adairs Limited (ASX:ADH) Potentially Undervalued?

May 24

Adairs (ASX:ADH) Is Due To Pay A Dividend Of A$0.08

Feb 22

When Should You Buy Adairs Limited (ASX:ADH)?

Feb 08

What Does Adairs Limited's (ASX:ADH) Share Price Indicate?

Oct 07

Adairs (ASX:ADH) Takes On Some Risk With Its Use Of Debt

Sep 16

Adairs (ASX:ADH) Has Announced A Dividend Of A$0.10

Aug 24

What Is Adairs Limited's (ASX:ADH) Share Price Doing?

Jun 09

Adairs' (ASX:ADH) Dividend Is Being Reduced To AU$0.08

Feb 23

Does Adairs (ASX:ADH) Deserve A Spot On Your Watchlist?

Jan 24

Shareholder Returns

	ADH	AU Specialty Retail	AU Market
7D	8.0%	5.1%	0.09%
1Y	-7.3%	0.9%	-3.9%

Return vs Industry: ADH underperformed the Australian Specialty Retail industry which returned 0.9% over the past year.

Return vs Market: ADH underperformed the Australian Market which returned -3.9% over the past year.

Price Volatility

Is ADH's price volatile compared to industry and market?
ADH volatility
ADH Average Weekly Movement	6.7%
Specialty Retail Industry Average Movement	6.4%
Market Average Movement	8.9%
10% most volatile stocks in AU Market	16.3%
10% least volatile stocks in AU Market	4.0%

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

Volatility Over Time: ADH's weekly volatility (7%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1918	n/a	Elle Roseby	www.adairs.com.au

Adairs Limited operates as a specialty retailer of home furnishings, furniture, and decoration products in Australia and New Zealand. It operates through three segments: Adairs, Mocka and Focus. It offers bedroom products, such as bedlinen, bedding, and bedroom furniture and accessories; bathroom and laundry products, including towels, bath mats and runners, bathrobes and slippers, bathroom accessories, and laundry and home care products; furniture products, such as bedroom, office, living room, and kids furniture; and floor rugs and mats.

Adairs Limited Fundamentals Summary

How do Adairs's earnings and revenue compare to its market cap?
ADH fundamental statistics
Market cap	AU$378.14m
Earnings (TTM)	AU$32.80m
Revenue (TTM)	AU$602.46m

11.5x

P/E Ratio

0.6x

P/S Ratio

Is ADH overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ADH income statement (TTM)
Revenue	AU$602.46m
Cost of Revenue	AU$315.16m
Gross Profit	AU$287.30m
Other Expenses	AU$254.50m
Earnings	AU$32.80m

Last Reported Earnings

Dec 29, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	0.19
Gross Margin	47.69%
Net Profit Margin	5.44%
Debt/Equity Ratio	29.6%

How did ADH perform over the long term?

See historical performance and comparison

Dividends

6.5%

Current Dividend Yield

72%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/13 01:37
End of Day Share Price	2025/04/11 00:00
Earnings	2024/12/29
Annual Earnings	2024/06/30

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.

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 Github.

Analyst Sources

Adairs Limited is covered by 13 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Aryan Norozi	Barrenjoey Markets Pty Limited
Chamithri Ratnapala	Bell Potter
Allan Franklin	Canaccord Genuity

ADH Stock Overview

Rewards

Risk Analysis

Store Expansion And Technology Investments Will Improve Efficiency And Customer Experience

Adairs Limited Competitors

ASX:JYC

AU$125.7m

ASX:NCK

AU$1.4b

ASX:ASG

AU$347.2m

ASX:UNI

AU$552.4m

Price History & Performance

Recent News & Updates

Investor sentiment deteriorates as stock falls 20%

First half dividend of AU$0.065 announced

Is Now The Time To Look At Buying Adairs Limited (ASX:ADH)?

First half 2025 earnings released: EPS: AU$0.11 (vs AU$0.10 in 1H 2024)

Adairs Limited Announces Ordinary Dividend for the Six Months Ended December 29, 2024, Payable on April 3, 2025

Sustainability Initiatives Will Strengthen Future Brand Reputation

Recent updates

Investor sentiment deteriorates as stock falls 20%

First half dividend of AU$0.065 announced

Is Now The Time To Look At Buying Adairs Limited (ASX:ADH)?

First half 2025 earnings released: EPS: AU$0.11 (vs AU$0.10 in 1H 2024)

Adairs Limited Announces Ordinary Dividend for the Six Months Ended December 29, 2024, Payable on April 3, 2025

Sustainability Initiatives Will Strengthen Future Brand Reputation

Adairs Limited to Report First Half, 2025 Results on Feb 24, 2025

MD, CEO & Executive Director exercised options and sold AU$104k worth of stock

Investor sentiment improves as stock rises 16%

Further Upside For Adairs Limited (ASX:ADH) Shares Could Introduce Price Risks After 37% Bounce

Investor sentiment improves as stock rises 17%

Interim Non-Executive Independent Chair recently bought AU$184k worth of stock

Adairs Limited Announces Board and Committee Changes

Upcoming dividend of AU$0.07 per share

We Think You Can Look Beyond Adairs' (ASX:ADH) Lackluster Earnings

Adairs Limited Just Missed Earnings - But Analysts Have Updated Their Models

Investor sentiment deteriorates as stock falls 18%

Full year 2024 earnings: EPS misses analyst expectations

Consensus EPS estimates fall by 12%

Price target decreased by 14% to AU$2.09

Adairs Limited, Annual General Meeting, Oct 25, 2024

Is Now An Opportune Moment To Examine Adairs Limited (ASX:ADH)?

Adairs Limited to Report Fiscal Year 2024 Results on Aug 28, 2024

Price target increased by 16% to AU$2.46

MD, CEO & Executive Director exercised options to buy AU$167k worth of stock.

These 4 Measures Indicate That Adairs (ASX:ADH) Is Using Debt Extensively

Independent Non-Executive Director recently sold AU$613k worth of stock

Improved Earnings Required Before Adairs Limited (ASX:ADH) Stock's 34% Jump Looks Justified

Upcoming dividend of AU$0.05 per share

Investor sentiment improves as stock rises 30%

Dividend of AU$0.05 announced

AU$2.15 - That's What Analysts Think Adairs Limited (ASX:ADH) Is Worth After These Results

First half 2024 earnings released: EPS: AU$0.10 (vs AU$0.13 in 1H 2023)

Consensus EPS estimates increase by 27%

Investors Don't See Light At End Of Adairs Limited's (ASX:ADH) Tunnel

Insufficient new directors

Adairs Limited to Report Q2, 2024 Results on Feb 26, 2024

Investor sentiment improves as stock rises 22%

Adairs Limited Announces Executive Appointments

When Should You Buy Adairs Limited (ASX:ADH)?

Adairs Limited, Annual General Meeting, Nov 24, 2023

Full year 2023 earnings: EPS misses analyst expectations

Adairs Limited Announces Michael Cherubino to Step Down as A Director

Investor sentiment deteriorates as stock falls 17%

New major risk - Revenue and earnings growth

Price target decreased by 7.2% to AU$1.71

Investor sentiment improves as stock rises 17%

Investor sentiment deteriorates as stock falls 28%

Consensus EPS estimates fall by 12%

Adairs Limited to Report Fiscal Year 2023 Results on Aug 21, 2023

Price target decreased by 14% to AU$2.33

Price target decreased by 7.1% to AU$2.67

Investor sentiment deteriorates as stock falls 17%

Is Adairs Limited (ASX:ADH) Potentially Undervalued?

Upcoming dividend of AU$0.08 per share at 7.8% yield

Adairs (ASX:ADH) Is Due To Pay A Dividend Of A$0.08

First half 2023 earnings released: EPS: AU$0.13 (vs AU$0.10 in 1H 2022)

Adairs Limited Declares Interim Fully Franked Dividend, Payable on 6 April 2023