Company Valuation: Supply Network Limited

Data adjusted to current consolidation scope
Fiscal Period: June 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 311.2 385.9 633.7 952.1 1,625 1,394 - -
Change - 24.02% 64.23% 50.25% 70.66% -14.18% - -
Enterprise Value (EV) 1 311.2 388.3 633.7 997.7 1,653 1,423 1,425 1,424
Change - 24.8% 63.19% 57.44% 65.7% -13.95% 0.18% -0.09%
P/E 22.5x 19.3x 23x 28.6x 40.3x 29.2x 24.8x 21.1x
PBR - 6.5x 8.15x 9.15x 11.7x 8.65x 7.82x 7.23x
PEG - 0.4x 0.6x 1.6x 2.2x 1.8x 1.4x 1.2x
Capitalization / Revenue - 1.94x 2.51x 3.15x 4.66x 3.46x 3.05x 2.73x
EV / Revenue - 1.96x 2.51x 3.3x 4.74x 3.53x 3.12x 2.79x
EV / EBITDA - 10.6x 13.1x 17x 24x 17.9x 15.5x 13.6x
EV / EBIT - 13x 15.5x 20.2x 28.3x 21x 17.8x 15.5x
EV / FCF - - - 82.1x 58.1x 46.9x 38.9x 30.4x
FCF Yield - - - 1.22% 1.72% 2.13% 2.57% 3.29%
Dividend per Share 2 - 0.32 0.48 0.56 0.7 0.7692 0.925 1.065
Rate of return - 3.39% 3.15% 2.5% 1.87% 2.46% 2.95% 3.4%
EPS 2 0.339 0.4902 0.6638 0.7829 0.9269 1.073 1.264 1.484
Distribution rate - 65.3% 72.3% 71.5% 75.5% 71.7% 73.2% 71.8%
Net sales 1 - 198.4 252.4 302.6 348.8 402.7 456.5 510.2
EBITDA 1 - 36.58 48.38 58.57 68.75 79.26 92.07 104.9
EBIT 1 - 29.92 40.88 49.34 58.43 67.89 79.99 91.93
Net income 1 13.85 20.02 27.41 33.02 40.02 46.02 55.22 64.79
Net Debt 1 - 2.45 - 45.56 28.29 28.13 30.75 29.5
Reference price 2 7.62 9.45 15.25 22.40 37.39 31.32 31.32 31.32
Nbr of stocks (in thousands) 40,834 40,834 41,555 42,506 43,458 43,754 - -
Announcement Date 27/08/21 26/08/22 28/08/23 26/08/24 25/08/25 - - -
1AUD in Million2AUD
Estimates

P/E, Detailed evolution

P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
29.18x3.47x17.65x2.46% 947M
19.4x0.84x10.04x3.4% 17.17B
11.15x0.69x6.47x - 6.41B
9.02x0.34x4.68x4.63% 3.58B
13.18x0.63x8.85x0.16% 3.19B
11.79x - - - 972M
12.33x - - 2.95% 726M
13.63x1.07x6.73x2.51% 304M
-1.89x0.31x4.07x0.61% 207M
Average 13.09x 1.05x 8.36x 2.39% 3.72B
Weighted average by Cap. 15.84x 0.81x 8.75x 3.09%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

  1. Stock Market
  2. Stocks
  3. SNL Stock
  4. Valuation Supply Network Limited