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Supply Network

ASX:SNL
Snowflake Description

Excellent balance sheet with solid track record and pays a dividend.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
SNL
ASX
A$153M
Market Cap
  1. Home
  2. AU
  3. Retail
Company description

Supply Network Limited engages in the provision of aftermarket parts to the commercial vehicle industry in Australia and New Zealand. The last earnings update was 31 days ago. More info.


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SNL Share Price and Events
7 Day Returns
-1.3%
ASX:SNL
-2.8%
AU Retail Distributors
0.3%
AU Market
1 Year Returns
10.3%
ASX:SNL
-0.1%
AU Retail Distributors
4.5%
AU Market
SNL Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Supply Network (SNL) -1.3% -3.4% -1.3% 10.3% 82.9% 53.1%
AU Retail Distributors -2.8% 9.1% 7.5% -0.1% 31.3% 39.4%
AU Market 0.3% 1.3% 12.6% 4.5% 20.7% 5.7%
1 Year Return vs Industry and Market
  • SNL outperformed the Retail Distributors industry which returned -0.1% over the past year.
  • SNL outperformed the Market in Australia which returned 4.5% over the past year.
Price Volatility
SNL
Industry
5yr Volatility vs Market

SNL Value

 Is Supply Network undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Supply Network to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Supply Network.

ASX:SNL Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 2 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 7.9%
Perpetual Growth Rate 10-Year AU Government Bond Rate 2.3%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for ASX:SNL
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year AU Govt Bond Rate 2.3%
Equity Risk Premium S&P Global 6%
Retail Distributors Unlevered Beta Simply Wall St/ S&P Global 0.89
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.886 (1 + (1- 30%) (4.27%))
0.942
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
0.94
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 2.31% + (0.942 * 5.96%)
7.92%

Discounted Cash Flow Calculation for ASX:SNL using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Supply Network is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

ASX:SNL DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (AUD, Millions) Source Present Value
Discounted (@ 7.92%)
2019 3.90 Analyst x1 3.61
2020 7.00 Analyst x1 6.01
2021 7.50 Analyst x1 5.97
2022 7.91 Est @ 5.52% 5.83
2023 8.28 Est @ 4.56% 5.65
2024 8.60 Est @ 3.89% 5.44
2025 8.89 Est @ 3.41% 5.21
2026 9.16 Est @ 3.08% 4.98
2027 9.43 Est @ 2.85% 4.75
2028 9.68 Est @ 2.69% 4.51
Present value of next 10 years cash flows A$51.97
ASX:SNL DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2028 × (1 + g) ÷ (Discount Rate – g)
= A$9.68 × (1 + 2.31%) ÷ (7.92% – 2.31%)
A$176.45
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= A$176.45 ÷ (1 + 7.92%)10
A$82.31
ASX:SNL Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= A$51.97 + A$82.31
A$134.27
Equity Value per Share
(AUD)
= Total value / Shares Outstanding
= A$134.27 / 40.76
A$3.29
ASX:SNL Discount to Share Price
Calculation Result
Value per share (AUD) From above. A$3.29
Current discount Discount to share price of A$3.75
= -1 x (A$3.75 - A$3.29) / A$3.29
-13.8%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

  • The current share price of Supply Network is above its future cash flow value.
Often investors are willing to pay a premium for a company that has a high dividend or the potential for future growth.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Supply Network's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Supply Network's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
ASX:SNL PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-12-31) in AUD A$0.21
ASX:SNL Share Price ** ASX (2019-03-22) in AUD A$3.75
Global Retail Distributors Industry PE Ratio Median Figure of 114 Publicly-Listed Retail Distributors Companies 17.37x
Australia Market PE Ratio Median Figure of 544 Publicly-Listed Companies 16.29x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Supply Network.

ASX:SNL PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= ASX:SNL Share Price ÷ EPS (both in AUD)

= 3.75 ÷ 0.21

18.02x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Supply Network is overvalued based on earnings compared to the Global Retail Distributors industry average.
  • Supply Network is overvalued based on earnings compared to the Australia market.
Price based on expected Growth
Does Supply Network's expected growth come at a high price?
Raw Data
ASX:SNL PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 18.02x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 2 Analysts
8.8%per year
Global Retail Distributors Industry PEG Ratio Median Figure of 20 Publicly-Listed Retail Distributors Companies 1.35x
Australia Market PEG Ratio Median Figure of 362 Publicly-Listed Companies 1.39x

*Line of best fit is calculated by linear regression .

ASX:SNL PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 18.02x ÷ 8.8%

2.05x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Supply Network is poor value based on expected growth next year.
Price based on value of assets
What value do investors place on Supply Network's assets?
Raw Data
ASX:SNL PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-12-31) in AUD A$0.88
ASX:SNL Share Price * ASX (2019-03-22) in AUD A$3.75
Australia Retail Distributors Industry PB Ratio Median Figure of 9 Publicly-Listed Retail Distributors Companies 2.42x
Australia Market PB Ratio Median Figure of 1,668 Publicly-Listed Companies 1.69x
ASX:SNL PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= ASX:SNL Share Price ÷ Book Value per Share (both in AUD)

= 3.75 ÷ 0.88

4.24x

* Primary Listing of Supply Network.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Supply Network is overvalued based on assets compared to the AU Retail Distributors industry average.
X
Value checks
We assess Supply Network's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Retail Distributors industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Retail Distributors industry average (and greater than 0)? (1 check)
  5. Supply Network has a total score of 0/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

SNL Future Performance

 How is Supply Network expected to perform in the next 1 to 3 years based on estimates from 2 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
8.8%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Supply Network expected to grow at an attractive rate?
  • Supply Network's earnings growth is expected to exceed the low risk savings rate of 2.3%.
Growth vs Market Checks
  • Supply Network's earnings growth is expected to exceed the Australia market average.
  • Supply Network's revenue growth is expected to exceed the Australia market average.
Annual Growth Rates Comparison
Raw Data
ASX:SNL Future Growth Rates Data Sources
Data Point Source Value (per year)
ASX:SNL Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 2 Analysts 8.8%
ASX:SNL Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 2 Analysts 7.8%
Global Retail Distributors Industry Earnings Growth Rate Market Cap Weighted Average 15.1%
Global Retail Distributors Industry Revenue Growth Rate Market Cap Weighted Average 4.9%
Australia Market Earnings Growth Rate Market Cap Weighted Average 6.4%
Australia Market Revenue Growth Rate Market Cap Weighted Average 3%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
ASX:SNL Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (2 months ago) See Below
Future Estimates Average of up to 2 Analyst Estimates (S&P Global) See Below
All numbers in AUD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
ASX:SNL Future Estimates Data
Date (Data in AUD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2021-06-30 143 11 11 1
2020-06-30 132 10 10 2
2019-06-30 122 7 9 2
ASX:SNL Past Financials Data
Date (Data in AUD Millions) Revenue Cash Flow Net Income *
2018-12-31 118 4 8
2018-09-30 115 5 8
2018-06-30 112 6 8
2018-03-31 108 6 8
2017-12-31 104 5 8
2017-09-30 101 5 7
2017-06-30 98 6 7
2017-03-31 94 6 6
2016-12-31 91 6 5
2016-09-30 89 5 5
2016-06-30 87 4 5
2016-03-31 87 5 5

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Supply Network's earnings are expected to grow by 8.8% yearly, however this is not considered high growth (20% yearly).
  • Supply Network's revenue is expected to grow by 7.8% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
ASX:SNL Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (2 months ago) See Below
Future Estimates Average of up to 2 Analyst Estimates (S&P Global) See Below

All data from Supply Network Company Filings, last reported 2 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

ASX:SNL Future Estimates Data
Date (Data in AUD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2021-06-30 0.26 0.26 0.26 1.00
2020-06-30 0.24 0.24 0.24 1.00
2019-06-30 0.22 0.22 0.22 1.00
ASX:SNL Past Financials Data
Date (Data in AUD Millions) EPS *
2018-12-31 0.21
2018-09-30 0.20
2018-06-30 0.20
2018-03-31 0.19
2017-12-31 0.19
2017-09-30 0.18
2017-06-30 0.17
2017-03-31 0.15
2016-12-31 0.13
2016-09-30 0.13
2016-06-30 0.12
2016-03-31 0.13

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Supply Network is expected to efficiently use shareholders’ funds in the future (Return on Equity greater than 20%).
X
Future performance checks
We assess Supply Network's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Global market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Global market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Supply Network has a total score of 4/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

SNL Past Performance

  How has Supply Network performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Supply Network's growth in the last year to its industry (Retail Distributors).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Supply Network's year on year earnings growth rate has been positive over the past 5 years.
  • Supply Network's 1-year earnings growth exceeds its 5-year average (11.7% vs 9.1%)
  • Supply Network's earnings growth has not exceeded the Global Retail Distributors industry average in the past year (11.7% vs 17.5%).
Earnings and Revenue History
Supply Network's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Supply Network Company Filings, last reported 2 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

ASX:SNL Past Revenue, Cash Flow and Net Income Data
Date (Data in AUD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-12-31 118.00 8.48 26.86
2018-09-30 115.04 8.33 26.23
2018-06-30 112.08 8.18 25.61
2018-03-31 108.05 7.88 24.95
2017-12-31 104.02 7.59 24.28
2017-09-30 100.83 7.18 23.83
2017-06-30 97.64 6.77 23.39
2017-03-31 94.50 6.13 22.79
2016-12-31 91.35 5.48 22.19
2016-09-30 89.27 5.16 21.72
2016-06-30 87.19 4.84 21.25
2016-03-31 86.83 5.09 20.81
2015-12-31 86.47 5.33 20.37
2015-09-30 85.91 5.53 19.95
2015-06-30 85.35 5.73 19.53
2015-03-31 84.31 5.79 19.26
2014-12-31 83.28 5.84 18.98
2014-09-30 82.25 5.92 18.59
2014-06-30 81.22 6.00 18.20
2014-03-31 78.29 5.67 17.62
2013-12-31 75.36 5.35 17.05
2013-09-30 71.54 4.95 16.30
2013-06-30 67.71 4.55 15.54
2013-03-31 65.85 4.42 14.91
2012-12-31 63.99 4.29 14.29
2012-09-30 62.39 4.12 13.77
2012-06-30 60.80 3.96 13.24
2012-03-31 58.28 3.55 12.85

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Supply Network has efficiently used shareholders’ funds last year (Return on Equity greater than 20%).
  • Supply Network used its assets more efficiently than the Global Retail Distributors industry average last year based on Return on Assets.
  • Supply Network has improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Supply Network's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Retail Distributors industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Supply Network has a total score of 5/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

SNL Health

 How is Supply Network's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Supply Network's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Supply Network is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Supply Network's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Supply Network's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is covered by short term assets, assets are 8.2x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Supply Network Company Filings, last reported 2 months ago.

ASX:SNL Past Debt and Equity Data
Date (Data in AUD Millions) Total Equity Total Debt Cash & Short Term Investments
2018-12-31 36.03 6.53 1.07
2018-09-30 36.03 6.53 1.07
2018-06-30 34.80 4.05 2.40
2018-03-31 34.80 4.05 2.40
2017-12-31 32.60 3.25 2.59
2017-09-30 32.60 3.25 2.59
2017-06-30 31.45 3.47 3.22
2017-03-31 31.45 3.47 3.22
2016-12-31 29.54 3.76 3.44
2016-09-30 29.54 3.76 3.44
2016-06-30 28.64 3.59 2.30
2016-03-31 28.64 3.59 2.30
2015-12-31 27.43 3.91 2.41
2015-09-30 27.43 3.91 2.41
2015-06-30 26.77 3.92 5.52
2015-03-31 26.77 3.92 5.52
2014-12-31 24.59 4.34 3.32
2014-09-30 24.59 4.34 3.32
2014-06-30 22.07 4.16 0.16
2014-03-31 22.07 4.16 0.16
2013-12-31 20.27 3.35 0.81
2013-09-30 20.27 3.35 0.81
2013-06-30 18.50 3.31 1.91
2013-03-31 18.50 3.31 1.91
2012-12-31 16.94 2.93 2.69
2012-09-30 16.94 2.93 2.69
2012-06-30 16.18 2.88 2.28
2012-03-31 16.18 2.88 2.28
  • Supply Network's level of debt (18.1%) compared to net worth is satisfactory (less than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (16.6% vs 18.1% today).
  • Debt is well covered by operating cash flow (57.9%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 56.8x coverage).
X
Financial health checks
We assess Supply Network's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Supply Network has a total score of 5/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

SNL Dividends

 What is Supply Network's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
3.73%
Current annual income from Supply Network dividends. Estimated to be 4.23% next year.
If you bought A$2,000 of Supply Network shares you are expected to receive A$75 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Supply Network's pays a higher dividend yield than the bottom 25% of dividend payers in Australia (2.63%).
  • Supply Network's dividend is below the markets top 25% of dividend payers in Australia (5.71%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
ASX:SNL Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 2 Analyst Estimates (S&P Global) See Below
Global Retail Distributors Industry Average Dividend Yield Market Cap Weighted Average of 46 Stocks 3%
Australia Market Average Dividend Yield Market Cap Weighted Average of 417 Stocks 4.4%
Australia Minimum Threshold Dividend Yield 10th Percentile 1.6%
Australia Bottom 25% Dividend Yield 25th Percentile 2.6%
Australia Top 25% Dividend Yield 75th Percentile 5.7%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

ASX:SNL Future Dividends Estimate Data
Date (Data in A$) Dividend per Share (annual) Avg. No. Analysts
2021-06-30 0.17 1.00
2020-06-30 0.16 2.00
2019-06-30 0.14 1.00
ASX:SNL Past Annualized Dividends Data
Date (Data in A$) Dividend per share (annual) Avg. Yield (%)
2019-01-23 0.140 3.597
2018-07-24 0.160 3.608
2018-01-24 0.110 2.999
2017-08-24 0.100 2.940
2017-01-25 0.095 4.039
2016-08-24 0.090 4.593
2016-02-08 0.090 4.325
2015-08-19 0.090 4.429
2014-08-21 0.090 4.166
2013-08-28 0.080 3.772
2013-02-28 0.075 4.833
2012-07-26 0.080 6.048
2012-02-02 0.060 6.353
2011-07-27 0.100 14.586
2010-11-17 0.080 15.586
2010-07-29 0.030 7.334
2010-01-28 0.030 8.453
2009-09-10 0.030 7.328
2009-08-26 0.030 8.187
2009-04-07 0.030 9.313

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Dividends per share have been volatile in the past 10 years (annual drop of over 20%).
  • Dividends per share have increased over the past 10 years.
Current Payout to shareholders
What portion of Supply Network's earnings are paid to the shareholders as a dividend.
  • Dividends paid are covered by earnings (1.5x coverage).
Future Payout to shareholders
  • Dividends after 3 years are expected to be covered by earnings (1.5x coverage).
X
Income/ dividend checks
We assess Supply Network's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1.6%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Supply Network afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Supply Network has a total score of 4/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

SNL Management

 What is the CEO of Supply Network's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Geoffrey David Stewart
COMPENSATION A$715,781
TENURE AS CEO 18.3 years
CEO Bio

Mr. Geoffrey David Huston Stewart has been the Managing Director of Supply Network Ltd. since November 2000 and also serves as its Executive Director. Mr. Stewart served as the Chief Executive Officer of Supply Network Ltd since November 1999. Mr. Stewart is a Chartered Professional Engineer and has an MBA from Macquarie University. He holds a Bachelor of Engineering in Mechanical from University of Sydney. He also has over 12 years executive management experience in the Road Transport Industry.

CEO Compensation
  • Geoffrey David's compensation has increased by more than 20% in the past year.
  • Geoffrey David's remuneration is higher than average for companies of similar size in Australia.
Management Team

Geoffrey David Stewart

TITLE
MD & Executive Director
COMPENSATION
A$716K
TENURE
18.3 yrs

Peter Gill

TITLE
Company Secretary & Non-Executive Director
COMPENSATION
A$439K
TENURE
23.9 yrs

Robert Coleman

TITLE
Group Financial Controller
Board of Directors Tenure

Average tenure of the Supply Network board of directors in years:

12.7
Average Tenure
  • The average tenure for the Supply Network board of directors is over 10 years, this suggests they are a seasoned and experienced board.
Board of Directors

Greg Forsyth

TITLE
Non-Executive Chairman
COMPENSATION
A$114K
TENURE
9 yrs

Geoffrey David Stewart

TITLE
MD & Executive Director
COMPENSATION
A$716K

Peter Gill

TITLE
Company Secretary & Non-Executive Director
COMPENSATION
A$439K
TENURE
12.7 yrs

Peter McKenzie

TITLE
Non-Executive Director
COMPENSATION
A$73K
TENURE
12.7 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (A$) Value (A$)
X
Management checks
We assess Supply Network's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Supply Network has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

SNL News

Simply Wall St News

Only 4 Days Left Before Supply Network Limited (ASX:SNL) Will Be Trading Ex-Dividend

Supply Network Limited (ASX:SNL) will be distributing its dividend of AU$0.06 per share on the 04 April 2019, and will start trading ex-dividend in 4 days time on the 20 March 2019. … When assessing a stock as a potential addition to my dividend Portfolio, I look at these five areas:? … Has its dividend been stable over the past (i.e. no missed payments or significant payout cuts)?

Simply Wall St -

Supply Network Limited (ASX:SNL) Earns A Nice Return On Capital Employed

Specifically, we'll consider its Return On Capital Employed (ROCE), since that will give us an insight into how efficiently the business can generate profits from the capital it requires. … What is Return On Capital Employed (ROCE)? … ROCE measures the amount of pre-tax profits a company can generate from the capital employed in its business.

Simply Wall St -

Is Supply Network Limited (ASX:SNL) Worth AU$3.88 Based On Intrinsic Value?

Help shape the future of investing tools and receive a $20 prize! … by projecting its future cash flows and then discounting them to today's value. … Anyone interested in learning a bit more about intrinsic value should have a read of the Simply Wall St analysis model.

Simply Wall St -

Should You Be Tempted To Sell Supply Network Limited (ASX:SNL) Because Of Its P/E Ratio?

This article is for investors who would like to improve their understanding of price to earnings ratios (P/E ratios). … Supply Network has a price to earnings ratio of 19.44, based on the last twelve months. … Price to Earnings Ratio = Price per Share ÷ Earnings per Share (EPS)

Simply Wall St -

Supply Network Limited's (ASX:SNL) Most Important Factor To Consider

Two important questions to ask before you buy Supply Network Limited (ASX:SNL) is, how it makes money and how it spends its cash. … Today we will examine Supply Network’s ability to generate cash flows, as well as the level of capital expenditure it is expected to incur over the next couple of years, which will result in how much money goes to you. … Supply Network generates cash through its day-to-day business, which needs to be reinvested into the company in order for it to continue operating

Simply Wall St -

Supply Network Limited (ASX:SNL): Poised For Long Term Success?

In June 2018, Supply Network Limited (ASX:SNL) released its earnings update. … analyst consensus outlook appear cautiously subdued, … the higher past 5-year average growth rate of 8.0%

Simply Wall St -

What does Supply Network Limited's (ASX:SNL) Balance Sheet Tell Us About Its Future?

While investors primarily focus on the growth potential and competitive landscape of the small-cap companies, they end up ignoring a key aspect, which could be the biggest threat to its existence: its financial health. … Evaluating financial health as part of your investment thesis is. … Here are a few basic checks that are good enough to have a broad overview of the company’s financial strength.

Simply Wall St -

Is Supply Network Limited (ASX:SNL) A Great Dividend Stock?

Historically, Supply Network Limited (ASX:SNL) has been paying a dividend to shareholders. … Does Supply Network tick all the boxes of a great dividend stock? … View our latest analysis for Supply Network

Simply Wall St -

Can We See Significant Insider Ownership On The Supply Network Limited (ASX:SNL) Share Register?

If you want to know who really controls Supply Network Limited (ASX:SNL), then you'll have to look at the makeup of its share registry. … Supply Network is not a large company by global standards. … Check out our latest analysis for Supply Network

Simply Wall St -

Has Supply Network Limited (ASX:SNL) Improved Earnings Growth In Recent Times?

In this article, I will take a look at Supply Network Limited's (ASX:SNL) track record on a high level, to give you some insight into how the company has been performing against its historical trend and its industry peers. … Could SNL beat the long-term trend and outperform its industry. … Furthermore, this one-year growth rate has exceeded its 5-year annual growth average of 8.0%, indicating the rate at which SNL is growing has accelerated

Simply Wall St -

SNL Company Info

Description

Supply Network Limited engages in the provision of aftermarket parts to the commercial vehicle industry in Australia and New Zealand. It sells truck and bus parts under the Multispares brand name, as well as offers a range of services comprising parts interpreting, procurement, supply management, and problem solving. The company is based in Pemulwuy, Australia.

Details
Name: Supply Network Limited
SNL
Exchange: ASX
Founded:
A$152,855,565
40,761,484
Website: http://www.supplynetwork.com.au
Address: Supply Network Limited
1 Turnbull Close,
Pemulwuy,
New South Wales, 2145,
Australia
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
ASX SNL Ordinary Shares Australian Securities Exchange AU AUD 02. Jan 1992
CHIA SNL Ordinary Shares Chi-X Australia AU AUD 02. Jan 1992
Number of employees
Current staff
Staff numbers
0
Supply Network employees.
Industry
Distributors
Retail
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/03/23 10:31
End of day share price update: 2019/03/22 00:00
Last estimates confirmation: 2019/02/21
Last earnings filing: 2019/02/20
Last earnings reported: 2018/12/31
Last annual earnings reported: 2018/06/30


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

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.