Buy Or Sell Opportunity • Jul 30
Now 27% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.9% to €3.10. The fair value is estimated to be €4.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 30% per annum over the same time period. New Risk • Jul 26
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Tillkännagivande • Jul 23
Temple & Webster Group Ltd to Report Fiscal Year 2026 Results on Aug 19, 2026 Temple & Webster Group Ltd announced that they will report fiscal year 2026 results on Aug 19, 2026 Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €3.16, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total loss to shareholders of 8.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.33 per share. Buy Or Sell Opportunity • Jul 01
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 14% to €3.42. The fair value is estimated to be €4.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 31% per annum over the same time period. Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €2.68, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.20 per share. Recent Insider Transactions • May 21
Co-Founder recently bought €616k worth of stock On the 15th of May, Mark Coulter bought around 198k shares on-market at roughly €3.11 per share. This transaction increased Mark's direct individual holding by 4x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €3.7m. This was Mark's only on-market trade for the last 12 months. Tillkännagivande • Sep 23
Temple & Webster Group Ltd, Annual General Meeting, Nov 26, 2025 Temple & Webster Group Ltd, Annual General Meeting, Nov 26, 2025. Buy Or Sell Opportunity • Nov 07
Now 22% undervalued Over the last 90 days, the stock has risen 25% to €6.85. The fair value is estimated to be €8.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 40% per annum over the same time period. Buy Or Sell Opportunity • Oct 18
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 52% to €7.90. The fair value is estimated to be €6.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 40% per annum over the same time period. Buy Or Sell Opportunity • Sep 26
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 39% to €7.85. The fair value is estimated to be €6.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 40% per annum over the same time period. Tillkännagivande • Aug 30
Temple & Webster Group Ltd, Annual General Meeting, Oct 28, 2024 Temple & Webster Group Ltd, Annual General Meeting, Oct 28, 2024. Reported Earnings • Aug 13
Full year 2024 earnings released Full year 2024 results: Revenue: AU$497.8m (up 26% from FY 2023). Net income: AU$1.80m (down 78% from FY 2023). Profit margin: 0.4% (down from 2.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Tillkännagivande • Aug 13
Temple & Webster Group Ltd Appoints Cameron Barnsley as Chief Financial Officer, Effective 2 September 2024 Temple & Webster Group Ltd. announced the appointment of Cameron Barnsley as Chief Financial Officer, effective from the 2 September 2024. Cameron joins Temple & Webster from Morgan Stanley where he spent the last 16 years, most recently as Executive Director and Head of Technology (Australia) in its Investment Banking division. He brings considerable financial services experience, having advised companies in the technology and ecommerce sectors globally in relation to mergers and acquisitions, capital raisings, capital management and strategic projects. Tillkännagivande • May 29
Temple & Webster Group Ltd (ASX:TPW) announces an Equity Buyback for 11,870,270 shares, representing 10% for AUD 30 million. Temple & Webster Group Ltd (ASX:TPW) announces a share repurchase program. Under the program, the company will repurchase up to 11,870,270 shares, representing 10% of its issued share capital, for AUD 30 million. The prices paid for shares purchased under the buy-back will be no more than 5% above the volume-weighted average price of TPW shares over the five trading days prior to purchase. The purpose of the program is to effective capital management while retaining financial flexibility to fund accretive organic and inorganic opportunities as part of its growth strategy. The repurchased shares will be cancelled. The program will expire on May 30, 2025. As of May 28, 2024, the company has 118,702,702 shares in issue. Recent Insider Transactions • Mar 01
Co-Founder recently sold €4.7m worth of stock On the 28th of February, Mark Coulter sold around 637k shares on-market at roughly €7.31 per share. This transaction amounted to 93% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months. Recent Insider Transactions • Feb 22
Independent Non-Executive Chairperson recently sold €243k worth of stock On the 16th of February, Stephen Heath sold around 34k shares on-market at roughly €7.15 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months. Reported Earnings • Feb 14
First half 2024 earnings released: EPS: AU$0.035 (vs AU$0.032 in 1H 2023) First half 2024 results: EPS: AU$0.035 (up from AU$0.032 in 1H 2023). Revenue: AU$253.8m (up 23% from 1H 2023). Net income: AU$4.13m (up 6.5% from 1H 2023). Profit margin: 1.6% (down from 1.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. New Risk • Nov 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Tillkännagivande • Oct 05
Temple & Webster Group Ltd, Annual General Meeting, Nov 29, 2023 Temple & Webster Group Ltd, Annual General Meeting, Nov 29, 2023, at 11:01 AUS Eastern Standard Time. Reported Earnings • Aug 15
Full year 2023 earnings released: EPS: AU$0.068 (vs AU$0.099 in FY 2022) Full year 2023 results: EPS: AU$0.068 (down from AU$0.099 in FY 2022). Revenue: AU$395.5m (down 7.2% from FY 2022). Net income: AU$8.31m (down 31% from FY 2022). Profit margin: 2.1% (down from 2.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €3.50, the stock trades at a forward P/E ratio of 84x. Average forward P/E is 11x in the Specialty Retail industry in Germany. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.12 per share. Board Change • Jun 18
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Belinda Rowe was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Tillkännagivande • Jun 03
Temple & Webster Group Ltd Appoints F Melinda Snowden as Non-Executive Director, Chairman of Audit and Risk Committee, Effective 1 June 2023 Temple & Webster Group Ltd. announced the appointment of Melinda Snowden as a Non-Executive Director with effect from 1 June 2023. Ms Snowden will Chair the Group's Audit and Risk Committee. For the past 15 years, Ms Snowden has been a professional Non-Executive Director for several ASX listed and private companies in the technology, retail, property, wealth management and insurance sectors, including Chairing a number of Audit and Risk Committees. She is a former solicitor at Freehill Hollingdale & Page (now Herbert Smith Freehills) and investment banker at Goldman Sachs and Merrill Lynch. She then spent 12 years as a Director of Grant Samuel, in corporate advisory roles and consulting to a range of businesses on financing and structuring issues, IPOs, mergers & acquisitions and equity & debt financing. Ms Snowden is currently a Non-Executive Director and Chair of the Audit and Risk Committee at Megaport, Best & Less Group and Newmark Property REIT. She previously held Non-Executive Director roles at MLC (former wealth management division of NAB), Kennards Self Storage, Mercer Investments (Australia), Sandon Capital Investments, WAM Leaders and Vita Group. Melinda is also a former advisory board member of online retailer Hardtofind and Yarno, a SaaS provider in the training and compliance sector. Valuation Update With 7 Day Price Move • May 17
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €2.68, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.65 per share. Recent Insider Transactions • Apr 12
Insider recently bought €608k worth of stock On the 6th of April, Timothy Riley bought around 250k shares on-market at roughly €2.43 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €2.3m. Insiders have collectively bought €7.2m more in shares than they have sold in the last 12 months. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €2.42, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 8x in the Specialty Retail industry in Germany. Total returns to shareholders of 33% over the past three years. Valuation Update With 7 Day Price Move • Feb 20
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to €2.36, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 17x in the Online Retail industry in Europe. Total returns to shareholders of 5.4% over the past three years. Recent Insider Transactions • Feb 19
Insider recently bought €2.3m worth of stock On the 15th of February, Angela Riley bought around 1m shares on-market at roughly €2.34 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €4.5m more in shares than they have sold in the last 12 months. Reported Earnings • Feb 15
First half 2023 earnings released: EPS: AU$0.032 (vs AU$0.06 in 1H 2022) First half 2023 results: EPS: AU$0.032 (down from AU$0.06 in 1H 2022). Revenue: AU$207.1m (down 12% from 1H 2022). Net income: AU$3.87m (down 47% from 1H 2022). Profit margin: 1.9% (down from 3.1% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Tillkännagivande • Feb 14
Temple & Webster Group Ltd to Report First Half, 2023 Results on Feb 14, 2023 Temple & Webster Group Ltd announced that they will report first half, 2023 results on Feb 14, 2023 Valuation Update With 7 Day Price Move • Nov 02
Investor sentiment improved over the past week After last week's 18% share price gain to €3.76, the stock trades at a forward P/E ratio of 80x. Average forward P/E is 18x in the Online Retail industry in Europe. Total returns to shareholders of 179% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.14 per share. Valuation Update With 7 Day Price Move • Oct 08
Investor sentiment improved over the past week After last week's 15% share price gain to €3.76, the stock trades at a forward P/E ratio of 81x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 247% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.18 per share. Valuation Update With 7 Day Price Move • Sep 10
Investor sentiment improved over the past week After last week's 16% share price gain to €3.88, the stock trades at a forward P/E ratio of 81x. Average forward P/E is 18x in the Online Retail industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.38 per share. Valuation Update With 7 Day Price Move • Aug 22
Investor sentiment improved over the past week After last week's 17% share price gain to €3.64, the stock trades at a forward P/E ratio of 69x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 55% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.94 per share. Reported Earnings • Aug 17
Full year 2022 earnings released: EPS: AU$0.099 (vs AU$0.12 in FY 2021) Full year 2022 results: EPS: AU$0.099 (down from AU$0.12 in FY 2021). Revenue: AU$426.3m (up 31% from FY 2021). Net income: AU$12.0m (down 14% from FY 2021). Profit margin: 2.8% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.3%, compared to a 35% growth forecast for the Online Retail industry in Germany. Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment improved over the past week After last week's 21% share price gain to €3.04, the stock trades at a forward P/E ratio of 111x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 59% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €2.82 per share. Valuation Update With 7 Day Price Move • Jul 13
Investor sentiment deteriorated over the past week After last week's 25% share price decline to €1.94, the stock trades at a forward P/E ratio of 73x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 71% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.89 per share. Valuation Update With 7 Day Price Move • Jun 26
Investor sentiment improved over the past week After last week's 18% share price gain to €2.46, the stock trades at a forward P/E ratio of 84x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 63% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.99 per share. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €2.44, the stock trades at a forward P/E ratio of 73x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 62% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.44 per share. Recent Insider Transactions • Mar 01
Co-Founder & Non-Executive Director recently bought €96k worth of stock On the 25th of February, Conrad Yiu bought around 21k shares on-market at roughly €4.60 per share. This was the largest purchase by an insider in the last 3 months. This was Conrad's only on-market trade for the last 12 months. Reported Earnings • Feb 11
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: AU$0.06 (down from AU$0.10 in 1H 2021). Revenue: AU$235.4m (up 46% from 1H 2021). Net income: AU$7.27m (down 40% from 1H 2021). Profit margin: 3.1% (down from 7.5% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 26%, compared to a 43% growth forecast for the industry in Germany. Valuation Update With 7 Day Price Move • Feb 04
Investor sentiment improved over the past week After last week's 16% share price gain to €5.55, the stock trades at a forward P/E ratio of 98x. Average forward P/E is 18x in the Online Retail industry in Europe. Total loss to shareholders of 13% over the past year. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment deteriorated over the past week After last week's 18% share price decline to €5.10, the stock trades at a forward P/E ratio of 101x. Average forward P/E is 18x in the Online Retail industry in Europe. Total loss to shareholders of 40% over the past year. Reported Earnings • Aug 30
Full year 2021 earnings released: EPS AU$0.12 (vs AU$0.12 in FY 2020) The company reported a mediocre full year result with weaker profit margins, although earnings were flat and revenues improved. Full year 2021 results: Revenue: AU$326.3m (up 85% from FY 2020). Net income: AU$14.0m (flat on FY 2020). Profit margin: 4.3% (down from 7.9% in FY 2020). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Jul 05
Investor sentiment deteriorated over the past week After last week's 16% share price decline to AU$6.10, the stock trades at a forward P/E ratio of 80x. Average forward P/E is 54x in the Online Retail industry in Germany. Total returns to shareholders of 37% over the past year. Valuation Update With 7 Day Price Move • Apr 27
Investor sentiment deteriorated over the past week After last week's 15% share price decline to AU$6.00, the stock trades at a forward P/E ratio of 73x. Average forward P/E is 43x in the Online Retail industry in Germany. Total returns to shareholders of 200% over the past year. Valuation Update With 7 Day Price Move • Mar 17
Investor sentiment improved over the past week After last week's 23% share price gain to AU$6.50, the stock trades at a trailing P/E ratio of 51.1x, up from the previous P/E ratio of 41.7x. Average P/E is 86x in the Online Retail industry in Germany. Total returns to shareholders over the past year are 451%. Is New 90 Day High Low • Mar 09
New 90-day low: €5.40 The company is down 4.0% from its price of €5.65 on 08 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.01 per share. Reported Earnings • Feb 26
First half 2021 earnings released: EPS AU$0.10 (vs AU$0.026 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$161.6m (up 118% from 1H 2020). Net income: AU$12.2m (up 316% from 1H 2020). Profit margin: 7.5% (up from 3.9% in 1H 2020). The increase in margin was driven by higher revenue. Is New 90 Day High Low • Jan 19
New 90-day high: €7.90 The company is up 11% from its price of €7.10 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.28 per share. Is New 90 Day High Low • Oct 21
New 90-day high: €8.35 The company is up 75% from its price of €4.78 on 22 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.64 per share. Is New 90 Day High Low • Oct 05
New 90-day high: €7.60 The company is up 78% from its price of €4.26 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.82 per share. Is New 90 Day High Low • Sep 18
New 90-day high: €6.15 The company is up 84% from its price of €3.34 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.02 per share.