SEVEN WEST MEDIA LIMITED (SWM)
Share Price Analysis and Chart

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SWM - SEVEN WEST MEDIA LIMITED

FNArena Sector : Print, Radio & TV
Year End: June
GICS Industry Group : Media
Debt/EBITDA: 2.09
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.17

22 Nov
2024

0.010

OPEN

$0.17

6.25%

HIGH

$0.17

621,984

LOW

$0.16

TARGET
$0.147 -13.7% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
A1N . GTN . NEC . NWS . SKT . SXL .
FNARENA'S MARKET CONSENSUS FORECASTS
SWM: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 2.9 3.7 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx - 68.8% 24.7% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 4.6 xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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

Last ex-div: 25/09 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx2.9
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx1,382.2 M
Book Value Per Share xxxxxxxxxxxxxxx26.2
Net Operating Cash Flow xxxxxxxxxxxxxxx60.3 M
Net Profit Margin xxxxxxxxxxxxxxx3.28 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx11.58 %
Return on Invested Capital xxxxxxxxxxxxxxx5.13 %
Return on Assets xxxxxxxxxxxxxxx3.04 %
Return on Equity xxxxxxxxxxxxxxx11.58 %
Return on Total Capital xxxxxxxxxxxxxxx12.80 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx45.0 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx16 M
Long Term Debt xxxxxxxxxxxxxxx500 M
Total Debt xxxxxxxxxxxxxxx516 M
Goodwill - Gross xxxxxxxxxxxxxxx1,266 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx55 M
Price To Book Value xxxxxxxxxxxxxxx0.71

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx25.1 M
Capex % of Sales xxxxxxxxxxxxxxx1.81 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,065 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx202 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx125 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

-0.7

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Morgan Stanley

23/09/2024

5

Underweight

$0.16

-5.88%

Morgan Stanley's Underweight rating for Seven West Media reflects concerns around both structural audience declines and the negative cyclical advertising impacts on the free-to-air TV and print assets. It's felt consensus forecasts remain too optimistic.

Not only is TV operating leverage high, but this is further amplified by the debt load with net debt on the rise, explain the analysts.

The broker also suggests the underrated risk of the long-term commitment for programming rights set against consistently falling revenue and earnings power of the business.

The target falls to 16c from 22. Industry view: Attractive.

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 0.00 cents and EPS of 4.00 cents.
Morgan Stanley forecasts a full year FY26 dividend of 0.00 cents and EPS of 4.00 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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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

Goldman Sachs

12/11/2024

5

Sell

$0.13

-23.53%

Goldman Sachs highlights a cautious outlook for the Australian TV market following 1Q25 updates from Nine Entertainment ((NEM)) and Seven West Media.

Management at Seven West has reiterated FY25 cost-saving targets, aiming to reduce costs by -$20-30m.

Goldman Sachs lowers FY25-27 earnings (EBITDA) forecasts by -3%, reflecting weaker TV revenues.

The broker maintains a preference for Nine Entertainment, citing its attractive valuation and stronger balance sheet, despite ongoing structural challenges in the TV sector.

Goldman Sachs maintains a Sell rating on Seven West Media with a -7% lower target of 13c.

FORECAST
Goldman Sachs forecasts a full year FY25 EPS of 3.70 cents.
Goldman Sachs forecasts a full year FY26 EPS of 3.50 cents.
Access Extra Coverage Research History >

SWM STOCK CHART

FNArena News on SWM

1
Australian Broker Call *Extra* Edition – Nov 12, 2024

Nov 12 2024 - Daily Market Reports
2
ESG Focus: The Little Big Things – 08-10-2024

Oct 09 2024 - ESG Focus
3
Rudi’s View: Market Reflects Risk & Opportunities

Oct 09 2024 - Rudi's View
4
Next Week At A Glance – 7-11 Oct 2024

Oct 04 2024 - Weekly Reports
5
Rudi’s View: August Paints A Bifurcated Picture

Aug 21 2024 - Rudi's View

Latest Print, Radio & TV News

1
Content Investment Key To Nine Entertainment

Aug 30 2021 - Australia
2
Heightened Interest In News Corp Buybacks

Aug 09 2021 - Australia
3
Nine Entertainment’s Digital Deal Welcomed

Jun 02 2021 - Australia
4
Radio Recovery Lights Up Southern Cross Media

Mar 04 2021 - Australia
5
The Short Report – 09 Jul 2020

Jul 09 2020 - Weekly Reports
6
Radio Advertising Market Pivotal For HT&E

Aug 16 2019 - Small Caps
7
Domain Is The Prize In Nine-Fairfax Merger

Jul 27 2018 - Australia
8
Domain The Main Game For Fairfax

Jul 04 2017 - Australia
9
The Short Report

Nov 24 2016 - Weekly Reports
10
The Short Report

Jul 21 2016 - Australia