DICKER DATA LIMITED (DDR)
Share Price Analysis and Chart

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DDR - DICKER DATA LIMITED

FNArena Sector : Hardware & Equipment

Year End: December

GICS Industry Group : Technology Hardware & Equipment

Debt/EBITDA: 2.45

Index: ASX300 | ALL-ORDS | ALL-TECH

Dicker Data is an Australian technology hardware, software and cloud distributor. Its portfolio of products include Cisco, Hewlett Packard, Microsoft and Lenovo. Founded in 1978, the company listed in 2011.

LAST PRICE	CHANGE +/-	CHANGE %	VOLUME
$8.24 27 Mar 2025	-0.120 OPEN $8.30	-1.44% HIGH $8.34	158,029 LOW $8.18

TARGET

$10.25

24.4% upside

Franking for last dividend paid out: 100%

OTHER COMPANIES IN THE SAME SECTOR
4DS . AD8 . AKP . AVA . BLG . CDA . CYG . DRO . EOS . HTG . IKE . SEN . SLX . SPZ . TZL . WBT .

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY23 Actual	FY24 Actual	FY25 Forecast	FY26 Forecast
EPS (cps)	xxx	43.6	49.5	xxx
DPS (cps)	xxx	44.0	47.6	xxx
EPS Growth	xxx	- 4.3%	13.5%	xxx
DPS Growth	xxx	- 2.2%	8.2%	xxx
PE Ratio	xxx	N/A	17.0	xxx
Dividend Yield	xxx	N/A	5.6%	xxx
Div Pay Ratio(%)	xxx	100.9%	96.2%	xxx

Dividend yield today if purchased 3 years ago: 3.10%

DIVIDEND YIELD CALCULATOR

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 15/11 - ex-div 10c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD

Copyright © 2025 FactSet UK Limited. All rights reserved

Title	2019	2020	2021	2022	2023	2024
EPS Basic	xxx	xxx	xxx	xxx	xxx	43.6
DPS All	xxx	xxx	xxx	xxx	xxx	44.0
Sales/Revenue	xxx	xxx	xxx	xxx	xxx	2,272.8 M
Book Value Per Share	xxx	xxx	xxx	xxx	xxx	138.3
Net Operating Cash Flow	xxx	xxx	xxx	xxx	xxx	75.9 M
Net Profit Margin	xxx	xxx	xxx	xxx	xxx	3.46 %

EPS Basic

Negative
Growth
Slowing

DPS All

Negative
Growth
Slowing

Sales/Revenue

Negative
Growth
Slowing

Book Value Per Share

Negative
Growth
Slowing

Net Operating Cash Flow

Negative
Growth
Slowing

Net Profit Margin

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Return on Capital Employed	xxx	xxx	xxx	xxx	xxx	31.16 %
Return on Invested Capital	xxx	xxx	xxx	xxx	xxx	20.21 %
Return on Assets	xxx	xxx	xxx	xxx	xxx	7.91 %
Return on Equity	xxx	xxx	xxx	xxx	xxx	31.16 %
Return on Total Capital	xxx	xxx	xxx	xxx	xxx	22.84 %
Free Cash Flow ex dividends	xxx	xxx	xxx	xxx	xxx	-12.0 M

Return on Capital Employed

Negative
Growth
Slowing

Return on Invested Capital

Negative
Growth
Slowing

Return on Assets

Negative
Growth
Slowing

Return on Equity

Negative
Growth
Slowing

Return on Total Capital

Negative
Growth
Slowing

Free Cash Flow ex dividends

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Short-Term Debt	xxx	xxx	xxx	xxx	xxx	111 M
Long Term Debt	xxx	xxx	xxx	xxx	xxx	258 M
Total Debt	xxx	xxx	xxx	xxx	xxx	369 M
Goodwill - Gross	xxx	xxx	xxx	xxx	xxx	62 M
Cash & Equivalents - Generic	xxx	xxx	xxx	xxx	xxx	46 M
Price To Book Value	xxx	xxx	xxx	xxx	xxx	6.09

Short-Term Debt

Negative
Growth
Slowing

Long Term Debt

Negative
Growth
Slowing

Total Debt

Negative
Growth
Slowing

Goodwill - Gross

Negative
Growth
Slowing

Cash & Equivalents - Generic

Negative
Growth
Slowing

Price To Book Value

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Capex	xxx	xxx	xxx	xxx	xxx	4.0 M
Capex % of Sales	xxx	xxx	xxx	xxx	xxx	0.17 %
Cost of Goods Sold	xxx	xxx	xxx	xxx	xxx	2,110 M
Selling, General & Admin. Exp & Other	xxx	xxx	xxx	xxx	xxx	27 M
Research & Development	xxx	xxx	xxx	xxx	xxx	-
Investments - Total	xxx	xxx	xxx	xxx	xxx	0 M

Capex

Negative
Growth
Slowing

Capex % of Sales

Negative
Growth
Slowing

Cost of Goods Sold

Negative
Growth
Slowing

Selling, General & Admin. Exp & Other

Negative
Growth
Slowing

Research & Development

Negative
Growth
Slowing

Investments - Total

Negative
Growth
Slowing

Negative

Growth

Slowing

EXPERT VIEWS
EXTRA COVERAGE

EXPERT VIEWS

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Sentiment Indicator

1.0

No. Of Recommendations

BROKER	DATE	RATING	RECOMMENDATION	TARGET PRICE	% TO REACH TARGET	COMMENTARY
Morgan Stanley	xx/xx/xxxx	1	xxxxxxxxxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
UBS	28/02/2025	1	Buy	$10.20	23.79%	UBS notes Dicker Data's gross margins softened in 2H24 but expects it to improve in FY25 to 9.7% from 9.5% in 2H24 based on some pickup in the SME sector in 4Q24 and improvement in PC refresh cycle. The broker notes the key upside risk is from stronger SME sector recovery. The broker is forecasting the cost of doing business (CODB) margins at 5.4% in FY25 but notes there is upside risk from NZ profit margin expansion and lower-than-expected bad debt provisions. Target price rises to $10.2 from $10.0. Buy rating maintained. FORECAST UBS forecasts a full year FY25 EPS of 49.00 cents. UBS forecasts a full year FY26 EPS of 53.00 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Morgan Stanley

xx/xx/xxxx

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

28/02/2025

Buy

$10.20

23.79%

UBS notes Dicker Data's gross margins softened in 2H24 but expects it to improve in FY25 to 9.7% from 9.5% in 2H24 based on some pickup in the SME sector in 4Q24 and improvement in PC refresh cycle.

The broker notes the key upside risk is from stronger SME sector recovery. The broker is forecasting the cost of doing business (CODB) margins at 5.4% in FY25 but notes there is upside risk from NZ profit margin expansion and lower-than-expected bad debt provisions.

Target price rises to $10.2 from $10.0. Buy rating maintained.

FORECAST
UBS forecasts a full year FY25 EPS of 49.00 cents.
UBS forecasts a full year FY26 EPS of 53.00 cents.

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EXTRA COVERAGE

Display All Commentary

No. Of Recommendations

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER	DATE	RATING	RECOMMENDATION	TARGET PRICE	% TO REACH TARGET	COMMENTARY
Wilsons	xx/xx/xxxx	1	xxxxxxxxxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Goldman Sachs	xx/xx/xxxx	3	xxxxxxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Jarden	06/03/2025	1	Buy	$10.88	32.04%	Jarden notes Dicker Data's FY24 result showed revenue and profit before tax accelerating in 4Q, supporting its view the company will benefit as the PC refresh cycle advances in FY25. The broker slightly lowered revenue forecasts after making more moderate revenue growth assumptions for FY25-27 to reflect tougher FY25 comps over 4Q24. The profit before tax margins were upgraded by 1bp from interest rate cut benefits and lower expense forecasts. Target price rises to $10.88 from $10.60. Buy retained. FORECAST Jarden forecasts a full year FY25 EPS of 48.20 cents. Jarden forecasts a full year FY26 EPS of 53.50 cents.
Petra Capital	xx/xx/xxxx	1	xxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial

Access Extra Coverage Research History >

DDR STOCK CHART

FNArena News on DDR

1	Refreshing Outlook For Dicker Data Mar 27 2025 - Small Caps

2	Next Week At A Glance – 17-21 Mar 2025 Mar 14 2025 - Weekly Reports

3	Rudi’s View: Post February Conviction Calls Mar 13 2025 - Rudi's View

4	Rudi’s View: Preparing For Tougher Times Ahead Mar 12 2025 - Rudi's View

5	Australian Broker Call Extra Edition – Mar 06, 2025 Mar 06 2025 - Daily Market Reports

Latest Hardware & Equipment News

1	Refreshing Outlook For Dicker Data Mar 27 2025 - Small Caps

2	Codan’s Growing Communications Segment Mar 13 2025 - Small Caps

3	In Brief: Dicker Data, Light & Wonder, Codan Dec 20 2024 - Weekly Reports

4	Dicker Data’s Pick And Shovel AI Strategy Dec 03 2024 - Small Caps

5	Audinate’s Recurring Revenue Opportunity Oct 08 2024 - Small Caps

6	Dicker Data Preps For PC Refresh Cycle Upswing Sep 17 2024 - Small Caps

7	In Brief: Audinate, BlueScope & Nuix For Gen.Ai Aug 23 2024 - Weekly Reports

8	First Shock Of The Season, What’s Next Audinate? Aug 12 2024 - Australia

9	Codan’s Communication Upside Jun 18 2024 - Small Caps

10	And Now For Something Different: Royalties Apr 02 2024 - Small Caps

Dividend Yield Today On Last Actual Payout :	5.22
Estimated Dividend Growth (Average Of Past Three Years)	%
Amount Invested	$
Tell Me The Dividend After This Many Years

	Yield	Yield on investment
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DICKER DATA LIMITED (DDR)
Share Price Analysis and Chart