IDP Education Limited engages in the placement of students into education institutions in Asia, Australasia, and internationally.
Outstanding track record with high growth potential.
Share Price & News
How has IDP Education's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: 03F's share price has been volatile over the past 3 months.
7 Day Return
DE Consumer Services
1 Year Return
DE Consumer Services
Return vs Industry: 03F underperformed the German Consumer Services industry which returned 6.5% over the past year.
Return vs Market: 03F underperformed the German Market which returned -0.1% over the past year.
Price Volatility Vs. Market
How volatile is IDP Education's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is IDP Education 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: 03F (€10.3) is trading below our estimate of fair value (€13.94)
Significantly Below Fair Value: 03F is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: 03F is poor value based on its PE Ratio (53x) compared to the Consumer Services industry average (15x).
PE vs Market: 03F is poor value based on its PE Ratio (53x) compared to the German market (19x).
Price to Earnings Growth Ratio
PEG Ratio: 03F is poor value based on its PEG Ratio (1.6x)
Price to Book Ratio
PB vs Industry: 03F is overvalued based on its PB Ratio (24.4x) compared to the XE Consumer Services industry average (2.7x).
How is IDP Education forecast to perform in the next 1 to 3 years based on estimates from 8 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: 03F's forecast earnings growth (32.3% per year) is above the savings rate (0.2%).
Earnings vs Market: 03F's earnings (32.3% per year) are forecast to grow faster than the German market (22.5% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: 03F's revenue (17.5% per year) is forecast to grow faster than the German market (5.7% per year).
High Growth Revenue: 03F's revenue (17.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: 03F's Return on Equity is forecast to be very high in 3 years time (40.4%).
How has IDP Education performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: 03F has high quality earnings.
Growing Profit Margin: 03F's current net profit margins (12.4%) are higher than last year (11.3%).
Past Earnings Growth Analysis
Earnings Trend: 03F's earnings have grown by 19.7% per year over the past 5 years.
Accelerating Growth: 03F's earnings growth over the past year (35.2%) exceeds its 5-year average (19.7% per year).
Earnings vs Industry: 03F earnings growth over the past year (35.2%) exceeded the Consumer Services industry 20.8%.
Return on Equity
High ROE: 03F's Return on Equity (46%) is considered outstanding.
How is IDP Education's financial position?
Financial Position Analysis
Short Term Liabilities: 03F's short term assets (A$215.8M) exceed its short term liabilities (A$160.6M).
Long Term Liabilities: 03F's short term assets (A$215.8M) exceed its long term liabilities (A$137.6M).
Debt to Equity History and Analysis
Debt Level: 03F's debt to equity ratio (34.6%) is considered satisfactory.
Reducing Debt: Insufficient data to determine if 03F's debt to equity ratio has reduced over the past 5 years.
Debt Coverage: 03F's debt is well covered by operating cash flow (173%).
Interest Coverage: 03F's interest payments on its debt are well covered by EBIT (40.8x coverage).
What is IDP Education's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: 03F's dividend (1.38%) is higher than the bottom 25% of dividend payers in the German market (1.32%).
High Dividend: 03F's dividend (1.38%) is low compared to the top 25% of dividend payers in the German market (4.07%).
Stability and Growth of Payments
Stable Dividend: 03F has been paying a dividend for less than 10 years and during this time payments have been volatile.
Growing Dividend: 03F's dividend payments have increased, but the company has only paid a dividend for 4 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (73%), 03F's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: 03F's dividends in 3 years are forecast to be covered by earnings (73.3% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mr. Andrew Barkla has been the Chief Executive Officer and Managing Director of IDP Education Limited since August 17, 2015. Mr. Barkla Pacific region. Mr. Barkla has extensive experience in the technology ...
CEO Compensation Analysis
Compensation vs Market: Andrew's total compensation ($USD1.50M) is below average for companies of similar size in the German market ($USD2.36M).
Compensation vs Earnings: Andrew's compensation has been consistent with company performance over the past year.
|MD, CEO & Director||4.75yrs||AU$2.25m||0.087% A$2.5m|
|CFO & Company Secretary||10.17yrs||AU$1.03m||0.023% A$655.9k|
|Chief Strategy Officer & MD of IELTS||11.75yrs||AU$873.62k||no data|
|Chief Operating Officer||2.58yrs||no data||no data|
|Director of Corporate Development||2.5yrs||no data||no data|
|General Manager of People & Culture||11.08yrs||no data||no data|
|Chief Digital Marketing Officer||3.33yrs||no data||no data|
|Chief Executive Officer of Hotcourses Group||5.33yrs||no data||no data|
Experienced Management: 03F's management team is seasoned and experienced (5 years average tenure).
|MD, CEO & Director||4.75yrs||AU$2.25m||0.087% A$2.5m|
|Non-Executive Chairman||5.33yrs||AU$350.00k||0.032% A$910.1k|
|Non-Executive Director||13.42yrs||AU$170.00k||0.010% A$282.8k|
|Non-Executive Director||9.17yrs||AU$160.00k||0.0036% A$102.2k|
|Non-Executive Director||4.5yrs||AU$170.00k||0.010% A$291.9k|
|Non-Executive Director||4.5yrs||AU$190.00k||0.0078% A$220.5k|
|Non-Executive Director||2.17yrs||AU$160.00k||no data|
Experienced Board: 03F's board of directors are considered experienced (4.9 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 9.8%.
IDP Education Limited's company bio, employee growth, exchange listings and data sources
- Name: IDP Education Limited
- Ticker: 03F
- Exchange: DB
- Founded: 2005
- Industry: Education Services
- Sector: Consumer Services
- Market Cap: AU$4.740b
- Listing Market Cap: AU$2.831b
- Shares outstanding: 278.34m
- Website: https://www.idp.com
- IDP Education Limited
- 535 Bourke Street
- Level 8
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|IEL||ASX (Australian Securities Exchange)||Yes||Ordinary Shares||AU||AUD||Nov 2015|
|IEL||CHIA (Chi-X Australia)||Yes||Ordinary Shares||AU||AUD||Nov 2015|
|03F||DB (Deutsche Boerse AG)||Yes||Ordinary Shares||DE||EUR||Nov 2015|
|IDPU.F||OTCPK (Pink Sheets LLC)||Yes||Ordinary Shares||US||USD||Nov 2015|
IDP Education Limited engages in the placement of students into education institutions in Asia, Australasia, and internationally. Its services include counselling, application processing, pre-departure guidance, examinations, English language teaching, client relations, digital marketing, online students recruitment, and shared services. The company is also involved in the distribution and administration of International English Language Testing System tests for study, work, and migration purposes. In addition, it operates English language schools. The company has operations approximately in 30 countries worldwide. IDP Education Limited was incorporated in 2005 and is headquartered in Melbourne, Australia.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/05/30 00:38|
|End of Day Share Price||2020/05/29 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.