SEEK LIMITED |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 24.27 AUD | -0.12% |
|
-2.96% | -9.20% |
| 03-26 | Seek CFO Resigns | MT |
| 03-25 | SEEK Limited Announces Resignation of Kate Koch as Chief Financial Officer, Effective on 26 September 2024 | CI |
Valuation
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 7,440 | 7,719 | 11,689 | 7,438 | 7,694 | 8,642 | - | - |
| Enterprise Value (EV) 1 | 8,657 | 9,055 | 12,505 | 8,484 | 8,752 | 9,763 | 9,727 | 9,677 |
| P/E ratio | 42.2 x | -69.1 x | 15.7 x | 44.2 x | 7.57 x | 56.7 x | 33.1 x | 26.9 x |
| Yield | 2.17% | 0.59% | 0.6% | 2.1% | 2.16% | 1.62% | 2.2% | 2.71% |
| Capitalization / Revenue | 4.84 x | 4.89 x | 7.35 x | 6.66 x | 6.28 x | 7.33 x | 6.69 x | 6.09 x |
| EV / Revenue | 5.63 x | 5.74 x | 7.86 x | 7.6 x | 7.14 x | 8.28 x | 7.53 x | 6.82 x |
| EV / EBITDA | 19 x | 21.8 x | 26.4 x | 16.7 x | 16 x | 19.4 x | 16.4 x | 14.2 x |
| EV / FCF | 35 x | 50.7 x | 59.9 x | 32.2 x | 67.2 x | 67.4 x | 38.5 x | 31.5 x |
| FCF Yield | 2.86% | 1.97% | 1.67% | 3.11% | 1.49% | 1.48% | 2.6% | 3.18% |
| Price to Book | 5.32 x | 7.11 x | 6.37 x | 4.11 x | 2.88 x | 3.27 x | 3.16 x | 3.04 x |
| Nbr of stocks (in thousands) | 351,601 | 352,629 | 352,715 | 354,182 | 354,236 | 355,618 | - | - |
| Reference price 2 | 21.16 | 21.89 | 33.14 | 21.00 | 21.72 | 24.30 | 24.30 | 24.30 |
| Announcement Date | 19/08/19 | 11/08/20 | 23/08/21 | 15/08/22 | 14/08/23 | - | - | - |
1AUD in Million2AUD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 1,537 | 1,577 | 1,591 | 1,116 | 1,225 | 1,179 | 1,291 | 1,419 |
| EBITDA 1 | 455 | 414.9 | 473.6 | 509.1 | 546.1 | 504 | 593.1 | 679.4 |
| EBIT 1 | 369.2 | 281 | 389.7 | 419.4 | 439 | 372.8 | 453.8 | 534.6 |
| Operating Margin | 24.02% | 17.81% | 24.49% | 37.56% | 35.83% | 31.63% | 35.14% | 37.68% |
| Earnings before Tax (EBT) 1 | 284.2 | -46.2 | 138.3 | 341.9 | 295.8 | 286.2 | 347.5 | 424.7 |
| Net income 1 | 180.3 | -111.7 | 752.2 | 168.8 | 1,024 | 155.4 | 257.2 | 316.6 |
| Net margin | 11.73% | -7.08% | 47.28% | 15.12% | 83.54% | 13.19% | 19.92% | 22.31% |
| EPS 2 | 0.5010 | -0.3170 | 2.116 | 0.4750 | 2.869 | 0.4282 | 0.7333 | 0.9048 |
| Free Cash Flow 1 | 247.5 | 178.6 | 208.6 | 263.7 | 130.2 | 144.9 | 252.8 | 307.5 |
| FCF margin | 16.1% | 11.32% | 13.11% | 23.62% | 10.63% | 12.29% | 19.58% | 21.67% |
| FCF Conversion (EBITDA) | 54.4% | 43.05% | 44.05% | 51.8% | 23.84% | 28.75% | 42.62% | 45.26% |
| FCF Conversion (Net income) | 137.27% | - | 27.73% | 156.22% | 12.72% | 93.22% | 98.29% | 97.13% |
| Dividend per Share 2 | 0.4600 | 0.1300 | 0.2000 | 0.4400 | 0.4700 | 0.3935 | 0.5342 | 0.6584 |
| Announcement Date | 19/08/19 | 11/08/20 | 23/08/21 | 15/08/22 | 14/08/23 | - | - | - |
1AUD in Million2AUD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: June | 2020 S1 | 2020 S2 | 2021 S1 | 2021 S2 | 2022 S1 | 2022 S2 | 2023 S1 | 2023 S2 | 2024 S1 | 2024 S2 | 2025 S1 | 2025 S2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 875.5 | 701.9 | 819.1 | 772 | 517.2 | 599.3 | 626.7 | 598.6 | 596.8 | 572.6 | - | - |
| EBITDA 1 | 247.4 | 167.5 | 245.9 | 227.7 | 250.6 | 258.5 | 283.4 | 262.7 | 252.9 | 249.1 | 292 | 310 |
| EBIT 1 | 182.4 | - | 175.5 | 214.2 | 206.3 | 213.1 | 232.9 | 206.1 | 190.9 | 172.9 | - | - |
| Operating Margin | 20.83% | - | 21.43% | 27.75% | 39.89% | 35.56% | 37.16% | 34.43% | 31.99% | 30.19% | - | - |
| Earnings before Tax (EBT) | - | - | - | - | - | 172.2 | - | - | - | - | - | - |
| Net income 1 | 75.6 | - | 69.7 | - | 88.1 | - | 978 | - | 35.2 | 83.4 | - | - |
| Net margin | 8.64% | - | 8.51% | - | 17.03% | - | 156.06% | - | 5.9% | 14.56% | - | - |
| EPS 2 | 0.2070 | - | 0.1870 | - | 0.2480 | - | - | - | 0.0980 | 0.2340 | - | - |
| Dividend per Share 2 | - | - | - | 0.2000 | - | - | 0.4800 | 0.2400 | - | 0.1660 | - | - |
| Announcement Date | 24/02/20 | 11/08/20 | 22/02/21 | 23/08/21 | 14/02/22 | 15/08/22 | 20/02/23 | 14/08/23 | 12/02/24 | - | - | - |
1AUD in Million2AUD
Estimates
Balance Sheet Analysis
| Fiscal Period: June | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | 1,217 | 1,336 | 816 | 1,046 | 1,058 | 1,122 | 1,086 | 1,036 |
| Net Cash position 1 | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | 2.674 x | 3.221 x | 1.724 x | 2.054 x | 1.938 x | 2.226 x | 1.83 x | 1.525 x |
| Free Cash Flow 1 | 248 | 179 | 209 | 264 | 130 | 145 | 253 | 307 |
| ROE (net income / shareholders' equity) | 13.8% | 7.28% | 9.68% | 13.5% | 8.83% | 7.83% | 9.75% | 11.6% |
| ROA (Net income/ Total Assets) | 5.69% | 2.1% | 3.15% | 5.27% | 3.98% | 4.75% | 5.91% | 6.96% |
| Assets 1 | 3,170 | -5,311 | 23,852 | 3,202 | 25,717 | 3,270 | 4,354 | 4,552 |
| Book Value Per Share 2 | 3.980 | 3.080 | 5.200 | 5.110 | 7.540 | 7.440 | 7.690 | 7.990 |
| Cash Flow per Share 2 | 1.050 | 0.8600 | 0.9700 | 1.110 | 0.9000 | 0.9600 | 1.200 | 1.370 |
| Capex 1 | 125 | 126 | 138 | 133 | 189 | 187 | 178 | 180 |
| Capex / Sales | 8.14% | 7.97% | 8.67% | 11.9% | 15.46% | 15.91% | 13.75% | 12.72% |
| Announcement Date | 19/08/19 | 11/08/20 | 23/08/21 | 15/08/22 | 14/08/23 | - | - | - |
1AUD in Million2AUD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
C+
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
14
Last Close Price
24.3
AUD
Average target price
26.53
AUD
Spread / Average Target
+9.17%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -9.20% | 5.67B | |
| +21.61% | 8.93B | |
| -18.82% | 1.83B | |
| -24.89% | 1.04B | |
| -16.67% | 943M | |
| -16.82% | 763M | |
| -3.45% | 692M | |
| +7.31% | 232M | |
| +7.14% | 192M | |
| +6.32% | 132M |
- Stock Market
- Equities
- SEK Stock
- Financials SEEK Limited
