MNF Group Limited, together with subsidiaries, provides voice, data, and cloud based communication and communication enablement services to residential, business, government, and wholesale customers in Australia and internationally.
Reasonable growth potential and slightly overvalued.
Share Price & News
How has MNF Group's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: MNF's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: MNF exceeded the Australian Telecom industry which returned -10.6% over the past year.
Return vs Market: MNF exceeded the Australian Market which returned -22.8% over the past year.
Price Volatility Vs. Market
How volatile is MNF Group's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 days ago | Simply Wall StIs MNF Group Limited's (ASX:MNF) CEO Paid Enough Relative To Peers?
2 weeks ago | Simply Wall StAn Intrinsic Calculation For MNF Group Limited (ASX:MNF) Suggests It's 44% Undervalued
1 month ago | Simply Wall StInsider Buying: The MNF Group Limited (ASX:MNF) Co-Founder Just Bought AU$423k Worth Of Shares
Is MNF Group undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: MNF (A$4.53) is trading below our estimate of fair value (A$5.67)
Significantly Below Fair Value: MNF is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: MNF is poor value based on its PE Ratio (29.1x) compared to the Telecom industry average (25.6x).
PE vs Market: MNF is poor value based on its PE Ratio (29.1x) compared to the Australian market (12.6x).
Price to Earnings Growth Ratio
PEG Ratio: MNF is poor value based on its PEG Ratio (1.3x)
Price to Book Ratio
PB vs Industry: MNF is overvalued based on its PB Ratio (3.9x) compared to the AU Telecom industry average (1.8x).
How is MNF Group forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: MNF's forecast earnings growth (22.9% per year) is above the savings rate (1.1%).
Earnings vs Market: MNF's earnings (22.9% per year) are forecast to grow faster than the Australian market (10% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: MNF's revenue (8.4% per year) is forecast to grow faster than the Australian market (4.2% per year).
High Growth Revenue: MNF's revenue (8.4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: MNF's Return on Equity is forecast to be low in 3 years time (14.3%).
How has MNF Group performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: MNF has a high level of non-cash earnings.
Growing Profit Margin: MNF's current net profit margins (5.3%) are lower than last year (5.4%).
Past Earnings Growth Analysis
Earnings Trend: MNF's earnings have grown by 12.5% per year over the past 5 years.
Accelerating Growth: MNF's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: MNF had negative earnings growth (-3.9%) over the past year, making it difficult to compare to the Telecom industry average (-8.9%).
Return on Equity
High ROE: MNF's Return on Equity (13.5%) is considered low.
How is MNF Group's financial position?
Financial Position Analysis
Short Term Liabilities: MNF's short term assets (A$59.9M) exceed its short term liabilities (A$37.4M).
Long Term Liabilities: MNF's short term assets (A$59.9M) do not cover its long term liabilities (A$60.6M).
Debt to Equity History and Analysis
Debt Level: MNF's debt to equity ratio (66.6%) is considered high.
Reducing Debt: MNF's debt to equity ratio has increased from 0.1% to 66.6% over the past 5 years.
Debt Coverage: MNF's debt is not well covered by operating cash flow (9.8%).
Interest Coverage: MNF's interest payments on its debt are well covered by EBIT (8.6x coverage).
Inventory Level: MNF has a low level of unsold assets or inventory.
Debt Coverage by Assets: MNF's debt is covered by short term assets (assets are 1.1x debt).
What is MNF Group's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: MNF's dividend (1.43%) isn’t notable compared to the bottom 25% of dividend payers in the Australian market (3.37%).
High Dividend: MNF's dividend (1.43%) is low compared to the top 25% of dividend payers in the Australian market (8.57%).
Stability and Growth of Payments
Stable Dividend: MNF is not paying a notable dividend for the Australian market, therefore no need to check if payments are stable.
Growing Dividend: MNF is not paying a notable dividend for the Australian market, therefore no need to check if payments are increasing.
Current Payout to Shareholders
Dividend Coverage: MNF is not paying a notable dividend for the Australian market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of MNF's dividend in 3 years as they are not forecast to pay a notable one for the Australian market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mr. Rene Sugo, B.Eng. (Hon), Co-founded MNF Group Limited and has been its Chief Executive Officer since March 1, 2012. Mr. Sugo served as Technical Director of MNF Group Limited. He joined Lucent Technolo ...
CEO Compensation Analysis
Compensation vs Market: Rene's total compensation ($USD336.95K) is below average for companies of similar size in the Australian market ($USD591.04K).
Compensation vs Earnings: Rene's compensation has been consistent with company performance over the past year.
|Treasurer & Company Secretary||no data||AU$192.80k||0.36% A$1.4m|
|Chief Financial Officer||0.50yr||no data||no data|
|Chief Operating Officer||5.17yrs||no data||no data|
|Chief Technology Officer||no data||no data||no data|
|General Counsel||no data||no data||no data|
|Chief Commercial Officer||7yrs||no data||no data|
|President of Global Commercial Business Unit||no data||no data||no data|
Experienced Management: MNF's management team is seasoned and experienced (6.1 years average tenure).
|Non-Executive Chairman||14yrs||AU$131.40k||1.09% A$4.2m|
|Non Executive Director||13.25yrs||AU$112.79k||0.84% A$3.2m|
|Independent Non-Executive Director||0.58yr||no data||0.24% A$906.0k|
|Non Executive Director||8yrs||AU$90.23k||16.17% A$61.7m|
Experienced Board: MNF's board of directors are seasoned and experienced ( 13.3 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: MNF insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
MNF Group Limited's company bio, employee growth, exchange listings and data sources
- Name: MNF Group Limited
- Ticker: MNF
- Exchange: ASX
- Founded: 2004
- Industry: Alternative Carriers
- Sector: Telecom
- Market Cap: AU$381.637m
- Shares outstanding: 84.25m
- Website: https://www.mnfgroup.limited
- MNF Group Limited
- 580 George Street
- Level 4
- New South Wales
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|MNF||ASX (Australian Securities Exchange)||Yes||Ordinary Shares||AU||AUD||May 2006|
|MNF||CHIA (Chi-X Australia)||Yes||Ordinary Shares||AU||AUD||May 2006|
MNF Group Limited, together with subsidiaries, provides voice, data, and cloud based communication and communication enablement services to residential, business, government, and wholesale customers in Australia and internationally. It operates through three segments: Domestic Retail, Domestic Wholesale, and Global Wholesale. The company’s products include MyNetFone that provides voice and Internet services; Symbio Networks, which offers IP voice carriage services and software through in-country voice infrastructure and platforms; Connexus; and CallStream that provides inbound business phone numbers. It also offers Pennytel that provides SIM-only mobile services; theBuzz; iBoss, a software-as-a-service platform, which enables users to start and scale their own telecommunications business; and TNZI, a global voice business servicing international carriage service providers, regional telecommunications networks, and multi-national enterprises. In addition, the company provides TollShield, a real-time toll fraud mitigation software for networks and carriers; Telcoinabox, a wholesale telecommunications aggregator; OCA Softswitch that delivers converged voice, data, and multi-media services for carriers and enterprises; Supernet, a licensed independent facilities based operator; MNF Enterprise, an enterprise and government telecommunications solution; and audio conferencing and collaboration services. Further, it provides hardware, equipment, and consulting services to support its products. The company was formerly known as My Net Fone Limited and changed its name to MNF Group Limited in October 2015. MNF Group Limited was founded in 2004 and is headquartered in Sydney, Australia.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/03/28 10:38|
|End of Day Share Price||2020/03/27 00:00|
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.