SERKO LIMITED (SKO)
Share Price Analysis and Chart

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SKO

SKO - SERKO LIMITED

FNArena Sector : Software & Services
Year End: March
GICS Industry Group : Software & Services
Debt/EBITDA: 2.65
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.82

23 May
2025

0.060

OPEN

$2.76

2.17%

HIGH

$2.82

15,193

LOW

$2.76

TARGET
$4.66 65.2% upside
OTHER COMPANIES IN THE SAME SECTOR
360 . AHI . ALC . AMX . ATA . BMT . COS . DOC . EVS . GTK . KYP . NET . NXL . QOR . RDY . UBN . VGL . XF1 . YOJ .
FNARENA'S MARKET CONSENSUS FORECASTS
SKO: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) - 6.0 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio N/A xxx
Dividend Yield 0.0% xxx
Div Pay Ratio(%) N/A xxx
This company reports in NZD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
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
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-16.5
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx80.5 M
Book Value Per Share xxxxxxxxxxxxxxx74.5
Net Operating Cash Flow xxxxxxxxxxxxxxx4.4 M
Net Profit Margin xxxxxxxxxxxxxxx-24.82 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-20.30 %
Return on Invested Capital xxxxxxxxxxxxxxx-20.11 %
Return on Assets xxxxxxxxxxxxxxx-17.08 %
Return on Equity xxxxxxxxxxxxxxx-20.30 %
Return on Total Capital xxxxxxxxxxxxxxx-17.36 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx3.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx1 M
Total Debt xxxxxxxxxxxxxxx2 M
Goodwill - Gross xxxxxxxxxxxxxxx2 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx56 M
Price To Book Value xxxxxxxxxxxxxxx4.82

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx5.7 M
Capex % of Sales xxxxxxxxxxxxxxx7.03 %
Cost of Goods Sold xxxxxxxxxxxxxxx78 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx20 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

-

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

21/05/2025

1

Buy

$4.55

61.35%

UBS re-iterates irs Buy rating for Serko with the company's share price having declined by around -25% since March, attributable to the slowdown in global travel business, notably in the US. There has also been soft commentary from A&NZ peers.

Serko's FY25 revenues of NZ$90m met expectations, rising 27% on a year earlier due to higher volumes through Booking.com for business partnerships. Total online bookings also met expectations and spend rose 10%.

UBS lowers revenue forecasts by -7%, -6%, and -5% for FY26–FY28 due to slower North American volume growth in managed travel (GetThere) due to customer losses and general softness.

Management is anticipated to retain firm cost controls over the next few years. Target price slips to $4.55 from $4.85.

FORECAST
UBS forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.07 cents.
UBS forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -0.06 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

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

Jarden

16/12/2024

2

Overweight

-

-

Jarden observes the recent pickup in Booking.com for Business activity as supportive of higher confidence in the unmanaged travel growth path, with recent acquisitions of GetThere and a partnership with Sabre de-risking 'single customer' risk for Serko.

The company hosted an investor day where management highlighted an acceleration in activity on Booking.com for Business, with better customer interaction on the tool as it scales.

No change to the Overweight rating or NZ$4.70 target price.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.18 cents.
Access Extra Coverage Research History >

SKO STOCK CHART

FNArena News on SKO

1
Next Week At A Glance – 26-30 May 2025

May 23 2025 - Weekly Reports
2
FNArena Corporate Results Monitor – 23-05-2025

May 23 2025 - Australia
3
Rudi’s View: Awaiting The Real World Ramifications (continued)

May 14 2025 - Rudi's View
4
Australian Broker Call *Extra* Edition – Dec 16, 2024

Dec 16 2024 - Daily Market Reports
5
FNArena Corporate Results Monitor – 09-12-2024

Dec 09 2024 - Australia

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