Company Valuation: Supply Network Limited

Data adjusted to current consolidation scope
Fiscal Period: June 2022 2023 2024 2025 2026 2027 2028 2029
Market Cap 1 385.9 633.7 952.1 1,625 1,397 1,545 - -
Change - 64.23% 50.25% 70.66% -14.02% 10.62% - -
Enterprise Value (EV) 1 388.3 633.7 997.7 1,653 1,397 1,567 1,567 1,560
Change - 63.19% 57.44% 65.7% -15.49% 12.16% -0.01% -0.43%
P/E 19.3x 23x 28.6x 40.3x 29.3x 28.1x 24.4x 20.7x
PBR 6.5x 8.15x 9.15x 11.7x - 8.82x 8.2x -
PEG - 0.6x 1.6x 2.2x 1.7x 1.8x 1.6x 1.1x
Capitalization / Revenue 1.94x 2.51x 3.15x 4.66x 3.47x 3.39x 3.03x 2.72x
EV / Revenue 1.96x 2.51x 3.3x 4.74x 3.47x 3.44x 3.07x 2.74x
EV / EBITDA 10.6x 13.1x 17x 24x 17.2x 16.8x 15x 12.7x
EV / EBIT 13x 15.5x 20.2x 28.3x 20.1x 19.6x 17.2x 14.4x
EV / FCF - - 82.1x 58.1x - 41.4x 32.7x 26.4x
FCF Yield - - 1.22% 1.72% - 2.42% 3.06% 3.8%
Dividend per Share 2 0.32 0.48 0.56 0.7 - 0.921 1.052 1.231
Rate of return 3.39% 3.15% 2.5% 1.87% - 2.61% 2.98% 3.48%
EPS 2 0.4902 0.6638 0.7829 0.9269 1.088 1.256 1.446 1.708
Distribution rate 65.3% 72.3% 71.5% 75.5% - 73.3% 72.7% 72.1%
Net sales 1 198.4 252.4 302.6 348.8 403.1 455.4 510.5 568.9
EBITDA 1 36.58 48.38 58.57 68.75 81.09 93.39 104.7 122.7
EBIT 1 29.92 40.88 49.34 58.43 69.4 80.02 91.23 108.1
Net income 1 20.02 27.41 33.02 40.02 47.63 55.07 63.47 74.6
Net Debt 1 2.45 - 45.56 28.29 - 21.57 21.33 14.55
Reference price 2 9.45 15.25 22.40 37.39 31.93 35.32 35.32 35.32
Nbr of stocks (in thousands) 40,834 41,555 42,506 43,458 43,754 43,754 - -
Announcement Date 8/26/22 8/28/23 8/26/24 8/25/25 8/24/26 - - -
1AUD in Million2AUD
Estimates

P/E, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
27.68x3.46x16.73x2.66% 1.09B
21.18x0.89x10.74x3.13% 18.71B
13.17x0.73x7.14x - 6.51B
10.87x0.37x5.15x4.33% 3.91B
13.66x0.7x9.67x0.14% 3.71B
12.56x0.87x9.44x0.58% 1.07B
11.44x - - - 957M
12.58x - - 2.89% 757M
18.42x1.09x7.33x2.28% 316M
-1.95x0.32x4.14x0.54% 221M
Average 13.96x 1.05x 8.79x 2.07% 3.72B
Weighted average by Cap. 17.30x 0.86x 9.43x 2.77%

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