Codan Limited

ASX:CDA Aktierapport

Börsvärde: AU$7.6b

Codan Framtida tillväxt

Future kriterier kontrolleras 4/6

Codan förväntas öka intäkter och intäkter med 13.4% respektive 10.4% per år. EPS förväntas tillväxt med 13.3% per år. Avkastningen på eget kapital förväntas bli 25.3% om 3 år.

Viktig information

13.4%

Tillväxttakt i vinsten

13.32%

Tillväxttakt för EPS

Electronic vinsttillväxt18.7%
Intäkternas tillväxttakt10.4%
Framtida avkastning på eget kapital25.30%
Bevakning av analytiker

Good

Senast uppdaterad29 Apr 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Is Codan Limited (ASX:CDA) Potentially Undervalued?

Apr 25
Is Codan Limited (ASX:CDA) Potentially Undervalued?

CDA: Execution Risk In Unmanned Will Challenge Sustained Premium Pricing

Analysts have trimmed their average price target on Codan to about A$25.00 from roughly A$24.93, citing updated assumptions that reflect a premium valuation view. This view is supported by Codan's medium term growth profile and the potential for its Minelab Africa and Unmanned segments to continue to outperform expectations.

CDA: Premium Case Will Be Tested By Execution Risk In Unmanned

Narrative update on Codan Analysts have lifted their price target on Codan to A$38.50. This reflects updated assumptions for discount rate, revenue growth, profit margin and P/E, and cites confidence that the medium term growth profile and potential outperformance in the Minelab Africa and Unmanned segments support a premium valuation.

CDA: Future Returns Will Reflect Minelab Africa And Unmanned Segment Upside

Analysts have lifted their Codan price target from A$31.74 to A$36.90, citing a higher assumed profit margin and premium P/E multiple as they factor in improving prospects for the Minelab Africa and Unmanned segments. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher assumed profit margin as a key reason for assigning a premium P/E multiple, suggesting the current valuation reflects confidence in Codan's ability to convert revenue into earnings more efficiently.

CDA: Premium P/E Will Depend On Sustained Outperformance In Unmanned Segment

Analysts have lifted their Codan price target to A$38.50. This reflects updated assumptions around its growth outlook and profitability, supported by views that the Minelab Africa and Unmanned segments can continue to outperform expectations and justify a premium P/E multiple.

CDA: Premium P/E Will Likely Strain On Reliance On Two Growth Engines

Narrative Update on Codan Analysts have lifted their price target for Codan by A$1.22 to reflect a slightly higher fair value estimate, supported by expectations that Minelab Africa and the Unmanned segment can continue to outperform and support a premium P/E multiple. Analyst Commentary Goldman Sachs has resumed coverage on Codan with a Buy rating and an A$38.50 price target, pointing to what it sees as a supportive medium term growth profile and the potential for Minelab Africa and the Unmanned segment to keep outperforming expectations.

With EPS Growth And More, Codan (ASX:CDA) Makes An Interesting Case

Feb 16
With EPS Growth And More, Codan (ASX:CDA) Makes An Interesting Case

CDA: Higher Revenue Assumptions Will Likely Magnify Already Stretched Future P/E

Analysts have lifted their price target on Codan from A$21.00 to about A$23.72, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that support a higher fair value estimate. Valuation Changes Fair Value Estimate raised from A$21.00 to about A$23.72, reflecting updated model inputs.

There Are Reasons To Feel Uneasy About Codan's (ASX:CDA) Returns On Capital

Jan 31
There Are Reasons To Feel Uneasy About Codan's (ASX:CDA) Returns On Capital

CDA: Steady Fair Value Outlook Will Rely On Margins And P/E

Analysts have increased their price target for Codan to A$42.31, reflecting small adjustments to assumptions around discount rate, revenue growth, profit margin and future P/E. These changes leave their overall valuation view largely unchanged.

Earnings Tell The Story For Codan Limited (ASX:CDA) As Its Stock Soars 28%

Jan 16
Earnings Tell The Story For Codan Limited (ASX:CDA) As Its Stock Soars 28%

CDA: Higher Margins And P/E Outlook Will Support A Bullish Repricing

Analysts have raised their price target for Codan from A$30.05 to A$42.31. This change reflects updated assumptions around revenue growth, profit margins, discount rate and future P/E expectations.

CDA: Future Returns Will Reflect Stable Outlook And Balanced Risk Profile

Analysts have modestly increased their price target for Codan by A$0.00 per share. This reflects slightly higher discount rate and future P/E assumptions, which are offset by marginally lower revenue growth and profit margin forecasts.

CDA: Rising Revenue Expectations Will Likely Expose Stretched Earnings Multiple

Analysts have lifted their price target for Codan from A$18.50 to A$21.00, as they now expect slightly faster revenue growth, marginally stronger profit margins and a higher future P/E multiple to better reflect the company’s earnings potential. Valuation Changes The Fair Value Estimate has risen modestly from A$18.50 to A$21.00, reflecting a reassessment of Codan’s long term earnings potential.

Codan Limited's (ASX:CDA) Popularity With Investors Is Clear

Dec 01
Codan Limited's (ASX:CDA) Popularity With Investors Is Clear

CDA: Dividend Announcement And Stable Outlook Will Maintain Balanced Prospects

Analysts have maintained their price target for Codan at $31.74 per share, citing stable underlying assumptions and minimal adjustments to key financial metrics. Valuation Changes Fair Value has remained stable at A$31.74 per share, reflecting no change in analyst assessment.

CDA: Dividend Announcement And Stable Outlook Will Maintain Balanced Prospects

Analysts have made no change to their price target for Codan, maintaining it at $31.74. They cited stable revenue growth and profit margin forecasts, despite a slight uptick in the discount rate.

We Ran A Stock Scan For Earnings Growth And Codan (ASX:CDA) Passed With Ease

Nov 06
We Ran A Stock Scan For Earnings Growth And Codan (ASX:CDA) Passed With Ease

CDA: Profit Margin Risks Will Outweigh Benefits Of Upcoming Dividend

Analysts have raised their price target for Codan from $28.41 to $31.74, citing improved revenue growth expectations and an uptick in forecast profit margins as key drivers for the adjustment. What's in the News Codan Limited announced an ordinary fully paid dividend of AUD 0.16 per share for the six months ended June 30, 2025 (Key Developments).

Heightened Defense Spending And Resilient Communications Will Create New Markets

Narrative Update on Codan: Analyst Price Target Adjustment Analysts have maintained their price target for Codan at $28.41, reflecting continued confidence in the company's financial outlook despite minor adjustments to growth assumptions and discount rates. What's in the News Codan Limited has declared an ordinary fully paid dividend of AUD 0.160 per share for the six months ended June 30, 2025 (Key Developments).

Is Codan (ASX:CDA) A Risky Investment?

Oct 16
Is Codan (ASX:CDA) A Risky Investment?

Heightened Defense Spending And Resilient Communications Will Create New Markets

Analysts have raised Codan's fair value estimate from $27.18 to $28.41. This change reflects ongoing confidence in the company's financial outlook and performance metrics.

Why Codan Limited (ASX:CDA) Could Be Worth Watching

Oct 02
Why Codan Limited (ASX:CDA) Could Be Worth Watching

Here's What's Concerning About Codan's (ASX:CDA) Returns On Capital

Sep 18
Here's What's Concerning About Codan's (ASX:CDA) Returns On Capital

Minelab's Upcoming Products And Tactical Communications Expansion Will Strengthen Market Position In Future

Consensus analyst price targets for Codan have risen sharply, mainly reflecting improved expectations for profitability and growth—as evidenced by both higher net profit margins and an uplift in forecast P/E—resulting in a new fair value estimate of A$25.59. What's in the News Codan Limited announced an ordinary fully paid dividend of AUD 0.16 per share for the six months ended June 30, 2025.

Codan Limited (ASX:CDA) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

Aug 08
Codan Limited (ASX:CDA) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

A Look At The Fair Value Of Codan Limited (ASX:CDA)

Aug 05
A Look At The Fair Value Of Codan Limited (ASX:CDA)

These 4 Measures Indicate That Codan (ASX:CDA) Is Using Debt Reasonably Well

May 04
These 4 Measures Indicate That Codan (ASX:CDA) Is Using Debt Reasonably Well
User avatar

Minelab's Upcoming Products And Tactical Communications Expansion Will Strengthen Market Position In Future

Codan's acquisition strategy and focus on recurring revenue are set to improve revenue stability and net margins.

Prognoser för vinst- och omsättningstillväxt

ASX:CDA - Analytikernas framtida uppskattningar och tidigare finansiella data (AUD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
6/30/20281,0352071662607
6/30/20279361821412237
6/30/20268341661091827
12/31/202576212997160N/A
9/30/202571811690154N/A
6/30/202567410384147N/A
3/31/20256329666126N/A
12/31/20245908947105N/A
9/30/20245708551106N/A
6/30/20245508156106N/A
3/31/20245317855104N/A
12/31/20235117554101N/A
9/30/2023484714291N/A
6/30/2023456683180N/A
3/31/2023459753682N/A
12/31/2022461824285N/A
9/30/2022484913068N/A
6/30/20225061011852N/A
3/31/20225031002860N/A
12/31/2021499993969N/A
9/30/20214689574100N/A
6/30/202143790108131N/A
3/31/202140483101122N/A
12/31/20203727593112N/A
9/30/20203606987108N/A
6/30/20203486481104N/A
3/31/2020331597397N/A
12/31/2019313546591N/A
9/30/201929250N/A77N/A
6/30/201927146N/A62N/A
3/31/201926747N/A62N/A
12/31/201826448N/A62N/A
9/30/201824745N/A55N/A
6/30/201823042N/A48N/A
3/31/201822339N/A46N/A
12/31/201721737N/A44N/A
9/30/201722240N/A60N/A
6/30/201722644N/A76N/A
3/31/201721738N/A75N/A
12/31/201620832N/A75N/A
9/30/201618924N/A61N/A
6/30/201617015N/A48N/A
3/31/201615514N/A39N/A
12/31/201514113N/A29N/A
9/30/201514213N/A30N/A
6/30/201514413N/A31N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: CDA s prognostiserade vinsttillväxt ( 13.4% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: CDA s intäkter ( 13.4% per år) förväntas växa snabbare än marknaden för Australian ( 12.2% per år).

Höga tillväxtresultat: CDA s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: CDA s intäkter ( 10.4% per år) förväntas växa snabbare än Australian marknaden ( 6.5% per år).

Hög tillväxtintäkter: CDA s intäkter ( 10.4% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: CDA s avkastning på eget kapital förväntas bli hög om 3 år ( 25.3 %)

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/30 12:37
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2025/12/31
Årlig intjäning2025/06/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Codan Limited bevakas av 13 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Josh KannourakisBarrenjoey Markets Pty Limited
Daniel LaingBell Potter
Baxter KirkBell Potter