Australian Broker Call *Extra* Edition – Dec 11, 2024

This story features BEACH ENERGY LIMITED, and other companies. For more info SHARE ANALYSIS: BPT

An additional news report on the recommendation, valuation, forecast and opinion changes and updates for ASX-listed equities.

In addition to The Australian Broker Call Report, which is published and updated daily (Mon-Fri), FNArena has now added The Australian Broker Call *Extra* Edition, featuring additional sources of research and insights on ASX-listed stocks, also enlarging the number of stocks that make up the FNArena universe.

One key difference is the *Extra* Edition will not be updated daily, but merely “regularly” depending on availability of suitable quality content. As such, the *Extra* Edition tries to build a bridge between daily updates via the Australian Broker Call Report and ad hoc news stories, that are not always timely for investors hungry for the next information update.

Investors using the *Extra* Edition as a source of input for their own share market research should thus take into account that information after publication may not be up to date, or yet awaiting another update by FNArena’s team of journalists.

Similar to The Australian Broker Call Report, this *Extra* Edition includes concise but limited reviews of research recently published by Stockbrokers and other experts, which should be considered as information concerning likely market behaviour rather than advice on the securities mentioned. Do not act on the contents of this Report without first reading the important information included at the end of this Report.

The Australian Broker Call *Extra* Edition is a summary that has been prepared independently of the sources identified. Readers will check the full text of the recommendations and consult a Licenced Advisor before making any investment decision.

The copyright of this Report is owned by the publisher. Readers will not copy, forward or disseminate this Report to any other person. For more vital information about the sources included, see the bottom of this Report.

COMPANIES DISCUSSED IN THIS ISSUE

Click on a symbol for fast access.
The number next to the symbol represents the number of brokers covering it for this report -(if more than 1)

BPT (2)   COL   DVP   FFM   GQG (2)   NWC   SHL   SLC   WOW (2)  

BPT    BEACH ENERGY LIMITED

Crude Oil – Overnight Price: $1.25

Canaccord Genuity rates ((BPT)) as Downgrade to Sell from Hold (5) –

Canaccord Genuity downgrades Beach Energy to Sell from Hold and reduces its target price to $1.20 from $1.25, citing delays in first production at Waitsia to the June quarter of 2025 and concerns over project execution.

The broker lowers FY25 production guidance to 18.7mnboe, compared to management’s guidance range of 17.5-21.5mnboe, and cuts earnings (EBITDA) forecasts by -10% to $896m.

Concerns remain over abandonment costs for legacy assets such as Kupe and Bass Gas, which could hinder divestment efforts and add risk to FCF aspirations, explains the analyst.

The company is targeting cost and capital reductions, including a -30% headcount reduction by the December quarter of 2024.

This report was published on December 10, 2024.

Target price is $1.20 Current Price is $1.25 Difference: minus $0.045 (current price is over target).
If BPT meets the Canaccord Genuity target it will return approximately minus 4% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $1.45, suggesting upside of 18.6%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY25:

Canaccord Genuity forecasts a full year FY25 dividend of 4.00 cents and EPS of 13.80 cents.
At the last closing share price the estimated dividend yield is 3.21%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.02.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 17.0, implying annual growth of N/A.
Current consensus DPS estimate is 5.9, implying a prospective dividend yield of 4.8%.
Current consensus EPS estimate suggests the PER is 7.2.

Forecast for FY26:

Canaccord Genuity forecasts a full year FY26 dividend of 4.00 cents and EPS of 13.70 cents.
At the last closing share price the estimated dividend yield is 3.21%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.09.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 21.3, implying annual growth of 25.3%.
Current consensus DPS estimate is 9.6, implying a prospective dividend yield of 7.9%.
Current consensus EPS estimate suggests the PER is 5.7.

Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

---

Jarden rates ((BPT)) as Overweight (2) –

And yet another Waitsia delay has been announced by Beach Energy with first gas production now expected for Q2 next year.

Jarden expects the market to remain cautious given there have been a number of delays and operational issues during the ramp up period.

The good news, the broker stipulates, is management has not increased its cost guidance and any further issues emerging should translate into delays by weeks, not months.

Neutral. Target $1.33 (down -2c). Minimal adjustments have been made to forecasts.

This report was published on December 10, 2024.

Target price is $1.33 Current Price is $1.25 Difference: $0.085
If BPT meets the Jarden target it will return approximately 7% (excluding dividends, fees and charges).
Current consensus price target is $1.45, suggesting upside of 18.6%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY25:

Jarden forecasts a full year FY25 dividend of 6.00 cents and EPS of 15.20 cents.
At the last closing share price the estimated dividend yield is 4.82%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.19.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 17.0, implying annual growth of N/A.
Current consensus DPS estimate is 5.9, implying a prospective dividend yield of 4.8%.
Current consensus EPS estimate suggests the PER is 7.2.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 12.00 cents and EPS of 25.30 cents.
At the last closing share price the estimated dividend yield is 9.64%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 4.92.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 21.3, implying annual growth of 25.3%.
Current consensus DPS estimate is 9.6, implying a prospective dividend yield of 7.9%.
Current consensus EPS estimate suggests the PER is 5.7.

Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

COL    COLES GROUP LIMITED

Food, Beverages & Tobacco – Overnight Price: $19.01

Goldman Sachs rates ((COL)) as Neutral (3) –

Goldman Sachs performs a sensitivity analysis on Coles to assess the impact of a 17-day strike at Woolworths Group ((WOW)) distribution centres.

The broker estimates Coles will benefit incrementally by between $4-27m, representing 0.2%-1.3% of full-year earnings (EBIT), as it captures Woolworths’ lost sales in key regions.

Coles is expected to gain market share, particularly in Victoria, attributed to its strong regional presence. Goldman Sachs retains a Neutral rating for Coles, maintaining the $18.50 target price and forecasts.

This report was published on December 10, 2024.

Target price is $18.50 Current Price is $19.01 Difference: minus $0.51 (current price is over target).
If COL meets the Goldman Sachs target it will return approximately minus 3% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $19.54, suggesting upside of 3.3%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY25:

Goldman Sachs forecasts a full year FY25 dividend of 64.00 cents and EPS of 79.00 cents.
At the last closing share price the estimated dividend yield is 3.37%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 24.06.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 84.3, implying annual growth of 0.6%.
Current consensus DPS estimate is 70.3, implying a prospective dividend yield of 3.7%.
Current consensus EPS estimate suggests the PER is 22.4.

Forecast for FY26:

Goldman Sachs forecasts a full year FY26 dividend of 77.00 cents and EPS of 95.00 cents.
At the last closing share price the estimated dividend yield is 4.05%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.01.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 95.5, implying annual growth of 13.3%.
Current consensus DPS estimate is 79.6, implying a prospective dividend yield of 4.2%.
Current consensus EPS estimate suggests the PER is 19.8.

Market Sentiment: 0.6
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

DVP    DEVELOP GLOBAL LIMITED

Industrial Metals – Overnight Price: $2.46

Canaccord Genuity rates ((DVP)) as Speculative Buy (1) –

Canaccord Genuity highlights Develop Global’s progress on the Woodlawn project, with documentation completed for a $100m loan facility. Also, a five-year offtake agreement has been secured with Trafigura for 100% of copper, zinc, and lead concentrate production.

The broker notes refurbishment works at Woodlawn are 50% complete, with underground ore production expected in the March quarter of 2025 and first concentrate production anticipated in the September quarter of 2025.

This project is expected to produce 12ktpa of copper and 36ktpa of zinc over a 10-year mine life, with a free cash flow (FCF) generation of $430m within the first three years.

The broker highlights the project’s de-risked status, with key infrastructure and ore production preparations in place.

Speculative Buy rating and $4.70 target are retained. 

This report was published on December 10, 2024.

Target price is $4.70 Current Price is $2.46 Difference: $2.24
If DVP meets the Canaccord Genuity target it will return approximately 91% (excluding dividends, fees and charges).

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

FFM    FIREFLY METALS LIMITED

Gold & Silver – Overnight Price: $1.15

Canaccord Genuity rates ((FFM)) as Speculative Buy (1) –

Canaccord Genuity highlights FireFly Metals’ strong drilling results at the Ming Mine within the Green Bay Copper-Gold project, including the best hole to date of 86.3m at 3.7% copper equivalent, with further extensions expected.

The project has significant high-grade copper-gold volcanic massive sulphide (VMS) zones, notes the broker, and a large-scale copper-rich Footwall Zone (FWZ).

The analysts note FireFly Metals has $88m in cash, fully funding the planned 130,000m drill program, with 49,500m completed to date.

Resource updates are anticipated in the June and December quarters of 2025, alongside regional exploration acceleration.

The Green Bay project is expected to produce 46ktpa of copper and 22kozpa of gold at C1 costs of $3.29/lb, with first production targeted for the September quarter of 2028. 

Canaccord Genuity retains a Speculative Buy rating with a $1.95 target price.

This report was published on December 10, 2024.

Target price is $1.95 Current Price is $1.15 Difference: $0.805
If FFM meets the Canaccord Genuity target it will return approximately 70% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.

Forecast for FY25:

Canaccord Genuity forecasts a full year FY25 dividend of 0.00 cents and EPS of minus 1.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 114.50.

Forecast for FY26:

Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 1.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 114.50.

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

GQG    GQG PARTNERS INC

Wealth Management & Investments – Overnight Price: $2.26

Goldman Sachs rates ((GQG)) as Buy (1) –

Even though net flows for November slowed to $0.1bn, reflecting higher outflows in Emerging Market and International Equity funds, Goldman Sachs retains a Buy rating on GQG, highlighting overall resilience in net flows.

Funds under management (FUM) remained stable at US$159.5bn by November, with US$1.1bn in gross inflows recorded in early December.

Management has terminated its buyback due to uncertainties relating to US tax withholding requirements. Goldman Sachs lowers the target price to $2.80 from $3.00.

This report was published on December 10, 2024.

Target price is $2.80 Current Price is $2.26 Difference: $0.54
If GQG meets the Goldman Sachs target it will return approximately 24% (excluding dividends, fees and charges).
Current consensus price target is $2.91, suggesting upside of 25.9%(ex-dividends)
The company’s fiscal year ends in December.

Forecast for FY24:

Goldman Sachs forecasts a full year FY24 dividend of 19.62 cents and EPS of 21.13 cents.
At the last closing share price the estimated dividend yield is 8.68%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.69.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 22.6, implying annual growth of N/A.
Current consensus DPS estimate is 20.9, implying a prospective dividend yield of 9.0%.
Current consensus EPS estimate suggests the PER is 10.2.

Forecast for FY25:

Goldman Sachs forecasts a full year FY25 dividend of 22.64 cents and EPS of 25.66 cents.
At the last closing share price the estimated dividend yield is 10.02%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.81.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 24.6, implying annual growth of 8.8%.
Current consensus DPS estimate is 22.9, implying a prospective dividend yield of 9.9%.
Current consensus EPS estimate suggests the PER is 9.4.

This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

---

Jarden rates ((GQG)) as Buy (1) –

Jarden had initiated coverage of GQG Partners in late November with a Buy rating and a $3.30 target price. That Buy rating has hereby been reiterated on the back of a strong rebound in net inflows.

The broker’s analysis of 65 listed GQG funds suggests net outflows have bottomed in November and have rebounded strongly since.

Jarden notes November flows are seasonally weak for the asset manager. Target price has fallen to $3.15 from $3.30.

This report was published on December 10, 2024.

Target price is $3.15 Current Price is $2.26 Difference: $0.89
If GQG meets the Jarden target it will return approximately 39% (excluding dividends, fees and charges).
Current consensus price target is $2.91, suggesting upside of 25.9%(ex-dividends)
The company’s fiscal year ends in December.

Forecast for FY24:

Jarden forecasts a full year FY24 dividend of 22.94 cents and EPS of 21.74 cents.
At the last closing share price the estimated dividend yield is 10.15%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.40.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 22.6, implying annual growth of N/A.
Current consensus DPS estimate is 20.9, implying a prospective dividend yield of 9.0%.
Current consensus EPS estimate suggests the PER is 10.2.

Forecast for FY25:

Jarden forecasts a full year FY25 dividend of 25.36 cents and EPS of 25.06 cents.
At the last closing share price the estimated dividend yield is 11.22%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.02.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 24.6, implying annual growth of 8.8%.
Current consensus DPS estimate is 22.9, implying a prospective dividend yield of 9.9%.
Current consensus EPS estimate suggests the PER is 9.4.

This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

NWC    NEW WORLD RESOURCES LIMITED

Copper – Overnight Price: $0.02

Petra Capital rates ((NWC)) as Buy (1) –

Petra Capital highlights progress at New World Resources’ Antler Copper Project in Arizona, with drilling confirming thick, high-grade intersections such as 18.6m at 5.9% copper equivalent.

These results de-risk the first five years of operations, suggests the analyst, and are expected to support a resource update in the March quarter of 2025. First concentrate production is targeted for mid-2027.

Petra Capital notes robust free cash flow potential of $140.8m by FY28, supported by annual production forecasts of 4,569t copper equivalent. Key catalysts include resource updates and infrastructure milestones.

Petra Capital maintains a Buy rating and a target price of 10c.

This report was published on December 10, 2024.

Target price is $0.10 Current Price is $0.02 Difference: $0.079
If NWC meets the Petra Capital target it will return approximately 376% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.

Forecast for FY25:

Petra Capital forecasts a full year FY25 dividend of 0.00 cents and EPS of minus 0.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 21.00.

Forecast for FY26:

Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 0.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 21.00.

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

SHL    SONIC HEALTHCARE LIMITED

Healthcare services – Overnight Price: $28.44

Jarden rates ((SHL)) as Neutral (3) –

Sonic Healthcare has announced the acquisition of LADR Lab Group in Germany for -EUR423m with the scrip part (under escrow) representing circa 2.7% of Sonic’s capital.

The broker has not been able to replicate management’s projections for EPS accretion and has thus instead lifted forecasts by smaller percentages of 1.4%, 4.8% and 5.7% respectively for the next three years.

Higher risk-free rate assumptions have weighed down the increase in valuation, with the price target lifting by 3.5% to $29.04. Neutral.

The acquired business runs on lower margins, also because of medical supplies and logistical services and it probably means Sonic Healthcare can no longer purchase any more businesses in Germany, but Poland will be in focus now, the broker suggests.

This report was published on December 10, 2024.

Target price is $29.04 Current Price is $28.44 Difference: $0.6
If SHL meets the Jarden target it will return approximately 2% (excluding dividends, fees and charges).
Current consensus price target is $27.97, suggesting downside of -1.7%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY25:

Jarden forecasts a full year FY25 dividend of 109.50 cents and EPS of 114.50 cents.
At the last closing share price the estimated dividend yield is 3.85%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 24.84.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 108.9, implying annual growth of 1.4%.
Current consensus DPS estimate is 106.8, implying a prospective dividend yield of 3.8%.
Current consensus EPS estimate suggests the PER is 26.1.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 118.30 cents and EPS of 142.40 cents.
At the last closing share price the estimated dividend yield is 4.16%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.97.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 125.5, implying annual growth of 15.2%.
Current consensus DPS estimate is 107.8, implying a prospective dividend yield of 3.8%.
Current consensus EPS estimate suggests the PER is 22.7.

Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

SLC    SUPERLOOP LIMITED

Telecommunication – Overnight Price: $2.25

Canaccord Genuity rates ((SLC)) as Buy (1) –

Canaccord Genuity highlights Superloop’s strategic acquisition of Uecomm for -$17.5m, which includes 2,000km of fibre assets in key metropolitan areas.

The deal is expected to reduce network costs, enhance Smart Communities operations, and lower future capital expenditure, explains the analyst.

The broker notes the earnings contribution from Uecomm will be neutral in the first year, but the acquisition aligns with long-term growth opportunities in Smart Communities. FY25 net cash is projected at $23m, providing capacity for further acquisitions.

The analyst raises medium-to-long-term assumptions, resulting in a six-year earnings compound annual growth rate (CAGR) of 26%. Revenue and EBITDA forecasts for FY25 and FY26 remain unchanged.

Canaccord Genuity increases its target price to $2.52 from $2.27 and retains a Buy rating.

This report was published on December 11, 2024.

Target price is $2.52 Current Price is $2.25 Difference: $0.27
If SLC meets the Canaccord Genuity target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $2.15, suggesting downside of -2.7%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY25:

Canaccord Genuity forecasts a full year FY25 dividend of 0.00 cents and EPS of 4.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 45.92.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 5.3, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 41.7.

Forecast for FY26:

Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 7.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 28.48.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 7.1, implying annual growth of 34.0%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 31.1.

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

WOW    WOOLWORTHS GROUP LIMITED

Food, Beverages & Tobacco – Overnight Price: $30.34

Goldman Sachs rates ((WOW)) as Buy (1) –

Goldman Sachs performs a sensitivity analysis on Woolworths Group to evaluate the impacts of a 17-day strike at some distribution centres.

Woolworths anticipates a Group EBIT impact of between -$55m to -$126m for the first half of 2025, reflecting 1.8%-4.1% of full-year guidance.

The broker attributes Woolworths’ losses to disrupted operations and higher contingency costs but acknowledges recovery efforts may partially offset the impact during the Christmas period.

Goldman Sachs retains its Buy rating for Woolworths, with no changes to the $36.20 target price or forecasts.

This report was published on December 10, 2024.

Target price is $36.20 Current Price is $30.34 Difference: $5.86
If WOW meets the Goldman Sachs target it will return approximately 19% (excluding dividends, fees and charges).
Current consensus price target is $32.84, suggesting upside of 8.3%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY25:

Goldman Sachs forecasts a full year FY25 dividend of 96.00 cents and EPS of 128.00 cents.
At the last closing share price the estimated dividend yield is 3.16%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 23.70.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 131.1, implying annual growth of 1381.4%.
Current consensus DPS estimate is 94.0, implying a prospective dividend yield of 3.1%.
Current consensus EPS estimate suggests the PER is 23.1.

Forecast for FY26:

Goldman Sachs forecasts a full year FY26 dividend of 110.00 cents and EPS of 147.00 cents.
At the last closing share price the estimated dividend yield is 3.63%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.64.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 144.9, implying annual growth of 10.5%.
Current consensus DPS estimate is 102.8, implying a prospective dividend yield of 3.4%.
Current consensus EPS estimate suggests the PER is 20.9.

Market Sentiment: 0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

---

Jarden rates ((WOW)) as Overweight (2) –

The strikes at four distribution centres have ended, but Jarden questions for how long will the ramifications be felt within the Woolworths Group?

Restocking will likely continue for longer and the broker thus sees negative impact carrying into H2 of FY25. A “conservative” -$100m has been taken off the prior FY25 EBIT estimate.

Taking a medium term view, the broker retains its Overweight rating while nominating Coles Group ((COL)) as the likely beneficiary, suggesting the key competitor might well positively surprise in the quarters to come.

Target price declines to $36.70 from $37.40.

This report was published on December 10, 2024.

Target price is $36.70 Current Price is $30.34 Difference: $6.36
If WOW meets the Jarden target it will return approximately 21% (excluding dividends, fees and charges).
Current consensus price target is $32.84, suggesting upside of 8.3%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY25:

Jarden forecasts a full year FY25 EPS of 125.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 24.10.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 131.1, implying annual growth of 1381.4%.
Current consensus DPS estimate is 94.0, implying a prospective dividend yield of 3.1%.
Current consensus EPS estimate suggests the PER is 23.1.

Forecast for FY26:

Jarden forecasts a full year FY26 EPS of 155.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.56.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 144.9, implying annual growth of 10.5%.
Current consensus DPS estimate is 102.8, implying a prospective dividend yield of 3.4%.
Current consensus EPS estimate suggests the PER is 20.9.

Market Sentiment: 0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

---

Disclaimer:
The content of this information does in no way reflect the opinions of FNArena, or of its journalists. In fact we don’t have any opinion about the stock market, its value, future direction or individual shares. FNArena solely reports about what the main experts in the market note, believe and comment on. By doing so we believe we provide experienced, intelligent investors with a valuable tool that helps them in making up their own minds, reading market trends and getting a feel for what is happening beneath the surface.

This document is provided for informational purposes only. It does not constitute an offer to sell or a solicitation to buy any security or other financial instrument. FNArena employs very experienced journalists who base their work on information believed to be reliable and accurate, though no guarantee is given that the daily report is accurate or complete. Investors should contact their personal adviser before making any investment decision.

Decisions about inclusions in this Report are made independently of the providers of stock market research and at full discretion of the team of journalists responsible for content at FNArena. Inclusion does not equal endorsement, in any way, shape or form. This Report is provided for informational purposes only.

Click to view our Glossary of Financial Terms