Lindsay Australia Limited

ASX:LAU Stock Report

Market Cap: AU$275.5m

Lindsay Australia Valuation

Is LAU undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of LAU when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: LAU (A$0.88) is trading below our estimate of fair value (A$0.97)

Significantly Below Fair Value: LAU is trading below fair value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for LAU?

Key metric: As LAU is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for LAU. This is calculated by dividing LAU's market cap by their current earnings.
What is LAU's PE Ratio?
PE Ratio10.1x
EarningsAU$27.27m
Market CapAU$275.49m

Price to Earnings Ratio vs Peers

How does LAU's PE Ratio compare to its peers?

The above table shows the PE ratio for LAU vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average18.4x
A2B A2B Australia
2.4xn/aAU$181.3m
SLH Silk Logistics Holdings
23x19.6%AU$170.4m
KLS Kelsian Group
17.1x9.7%AU$992.4m
BWN Bhagwan Marine
31.3xn/aAU$173.4m
LAU Lindsay Australia
10.1x12.6%AU$275.5m

Price-To-Earnings vs Peers: LAU is good value based on its Price-To-Earnings Ratio (10.1x) compared to the peer average (18.4x).

Price to Earnings Ratio vs Industry

How does LAU's PE Ratio compare vs other companies in the Global Transportation Industry?

8 CompaniesPrice / EarningsEstimated GrowthMarket Cap
LAU 10.1xIndustry Avg. 14.6xNo. of Companies32PE01020304050+
8 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: LAU is good value based on its Price-To-Earnings Ratio (10.1x) compared to the Global Transportation industry average (14.6x).

Price to Earnings Ratio vs Fair Ratio

What is LAU's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

LAU PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio10.1x
Fair PE Ratio11.3x

Price-To-Earnings vs Fair Ratio: LAU is good value based on its Price-To-Earnings Ratio (10.1x) compared to the estimated Fair Price-To-Earnings Ratio (11.3x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst LAU forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentAU$0.88
AU$1.22
+39.4%
4.2%AU$1.29AU$1.15n/a4
Dec ’25AU$0.91
AU$1.22
+34.1%
4.2%AU$1.29AU$1.15n/a4
Nov ’25AU$0.85
AU$1.22
+43.3%
4.4%AU$1.30AU$1.15n/a4
Oct ’25AU$0.89
AU$1.39
+57.6%
25.5%AU$2.10AU$1.15n/a5
Sep ’25AU$0.88
AU$1.39
+58.5%
25.5%AU$2.10AU$1.15n/a5
Aug ’25AU$0.93
AU$1.41
+52.7%
24.5%AU$2.10AU$1.20n/a5
Jul ’25AU$0.91
AU$1.41
+55.2%
24.5%AU$2.10AU$1.20n/a5
Jun ’25AU$0.91
AU$1.41
+55.2%
24.5%AU$2.10AU$1.20n/a5
May ’25AU$0.92
AU$1.67
+81.1%
14.5%AU$2.10AU$1.45n/a5
Apr ’25AU$1.12
AU$1.67
+49.4%
14.5%AU$2.10AU$1.45n/a5
Mar ’25AU$1.08
AU$1.56
+44.8%
7.6%AU$1.76AU$1.45n/a4
Feb ’25AU$1.08
AU$1.58
+47.3%
5.0%AU$1.70AU$1.50n/a4
Jan ’25AU$1.17
AU$1.58
+35.9%
5.0%AU$1.70AU$1.50n/a4
Dec ’24AU$1.11
AU$1.58
+42.7%
5.0%AU$1.70AU$1.50AU$0.914
Nov ’24AU$0.96
AU$1.59
+65.5%
4.7%AU$1.70AU$1.50AU$0.854
Oct ’24AU$1.12
AU$1.59
+42.5%
4.7%AU$1.70AU$1.50AU$0.894
Sep ’24AU$1.17
AU$1.59
+35.8%
4.7%AU$1.70AU$1.50AU$0.884
Aug ’24AU$1.33
AU$1.59
+19.2%
4.0%AU$1.68AU$1.51AU$0.934
Jul ’24AU$1.14
AU$1.48
+29.6%
5.7%AU$1.60AU$1.40AU$0.914
Jun ’24AU$1.23
AU$1.48
+20.1%
5.7%AU$1.60AU$1.40AU$0.914
May ’24AU$1.38
AU$1.48
+7.1%
5.7%AU$1.60AU$1.40AU$0.924
Apr ’24AU$0.94
AU$1.09
+15.4%
1.4%AU$1.10AU$1.07AU$1.122
Mar ’24AU$0.80
AU$0.84
+6.3%
1.8%AU$0.86AU$0.83AU$1.082
Jan ’24AU$0.77
AU$0.63
-17.6%
20.6%AU$0.76AU$0.50AU$1.172
Dec ’23AU$0.66
AU$0.63
-4.5%
20.6%AU$0.76AU$0.50AU$1.112

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/31 17:56
End of Day Share Price 2024/12/31 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

Analyst Sources

Lindsay Australia Limited is covered by 9 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ian MunroCCZ Equities Pty Limited
Russell WrightMaqro Capital
Andrew TangMorgans Financial Limited