WEB TRAVEL GROUP LIMITED (WEB)
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WEB

WEB - WEB TRAVEL GROUP LIMITED

FNArena Sector : Travel, Leisure & Tourism
Year End: March
GICS Industry Group : Retailing
Debt/EBITDA: 2.09
Index: ASX200 | ASX300 | ALL-ORDS

The former Webjet has separated its online travel agency and operates now under the new name of Web Travel Group. Established in 1998, it listed on the ASX in 2000 through a reverse takeover of Roper River Resources.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.26

28 May
2025

0.580

OPEN

$5.05

12.39%

HIGH

$5.49

11,271,200

LOW

$5.03

TARGET
$6.121

+0.51 change from previous day

 16.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AIA . AIZ . CEH . CHL . CTD . EVT . EXP . FLT . HLO . KLS . QAN . SDR . SKO . SST . THL . VGL . VRL . VVA . WJL .
FNARENA'S MARKET CONSENSUS FORECASTS
WEB: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 52.1 27.1 xxx
DPS (cps) xxx 0.0 1.6 xxx
EPS Growth xxx 100.0% - 48.1% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 19.1 xxx
Dividend Yield xxx N/A 0.3% xxx
Div Pay Ratio(%) xxx N/A 5.8% 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: 25/03 - ex-div 9c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920212022202320242025
EPS Basic xxxxxxxxxxxxxxx52.1
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx328.4 M
Book Value Per Share xxxxxxxxxxxxxxx174.2
Net Operating Cash Flow xxxxxxxxxxxxxxx77.8 M
Net Profit Margin xxxxxxxxxxxxxxx3.38 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx1.46 %
Return on Invested Capital xxxxxxxxxxxxxxx1.11 %
Return on Assets xxxxxxxxxxxxxxx0.67 %
Return on Equity xxxxxxxxxxxxxxx1.46 %
Return on Total Capital xxxxxxxxxxxxxxx7.97 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx76.8 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 201920212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx3 M
Long Term Debt xxxxxxxxxxxxxxx243 M
Total Debt xxxxxxxxxxxxxxx247 M
Goodwill - Gross xxxxxxxxxxxxxxx540 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx364 M
Price To Book Value xxxxxxxxxxxxxxx2.62

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920212022202320242025
Capex xxxxxxxxxxxxxxx43.7 M
Capex % of Sales xxxxxxxxxxxxxxx13.31 %
Cost of Goods Sold xxxxxxxxxxxxxxx220 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx29 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

0.4

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

29/05/2025

3

Hold

$5.65

7.41%

Morgans highlights FY25 earnings (EBITDA) for Web Travel fell -13.3% year-on-year to $120.6m due to margin pressure despite total transaction value (TTV) growth of 22%.

The revenue margin declined to 6.7% from 8.2%, affected by pricing tactics during peak events, growth in third-party inventory and underestimation of override costs, explains the broker.

Management now expects margin stability and sees the earnings margin rising to circa 50% by FY27. Strong FY26 year-to-date trading includes TTV up 37% and bookings up 29%, with particular strength in US outbound and inbound travel, note the analysts.

Morgans upgrades its FY26-27 revenue assumptions and maintains confidence in long-term earnings growth. The target price rises to $5.65 from $5.05. Hold rating.

FORECAST
Morgans forecasts a full year FY26 dividend of 0.00 cents and EPS of 26.00 cents.
Morgans forecasts a full year FY27 dividend of 0.00 cents and EPS of 34.00 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxx xx xxxxxxxxxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Shaw and Partners

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

4

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%

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Canaccord Genuity

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Jarden

02/12/2024

2

Overweight

$5.60

6.46%

Jarden lowers its target price for Web Travel to $5.60 from $7.10, reflecting revised guidance and lower assumptions for revenue margins and terminal year earnings (EBITDA).

The broker notes the group continues to win market share, with the $10bn FY30 total transaction value (TTV) target unchanged.

The 1H FY25 performance highlights challenges, according to the analysts, with lower revenue margins stemming from a shift in customer and regional mix alongside higher costs.

Jarden observes ongoing issues in stabilising revenue margins, with management’s medium-term target reduced to 6.5% from over 7%. It's felt cost control and operational leverage remain essential for a potential re-rating.

Management has reiterated a $150m buyback by the end of 2026. Jarden retains an Overweight rating, citing the group’s market share growth and positive outlook.

FORECAST
Jarden forecasts a full year FY26 dividend of 9.00 cents and EPS of 25.30 cents.

Goldman Sachs

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Extra Coverage Research History >

WEB STOCK CHART

FNArena News on WEB

1
Rudi’s View: Rate Cut Winners & AI Beneficiaries

May 22 2025 - Rudi's View
2
Rudi’s View: 30 For ’30 & Best Buy Convictions

May 15 2025 - Rudi's View
3
In Brief: Equity Portfolio, Aristocrat & US Copper

Apr 24 2025 - Weekly Reports
4
Rudi’s View: Best Buys & Conviction Calls On ASX

Apr 10 2025 - Rudi's View
5
ESG Focus: Fund Flows, Tariffs, Defence & AI

Mar 20 2025 - ESG Focus

Latest Travel, Leisure & Tourism News

1
Corporate Travel: Happy Above Downtrend Line

May 20 2025 - Technicals
2
Flight Centre: A Downgrade Anticipated

May 02 2025 - Australia
3
Corporate Travel Eyes Strong Growth Rebound

Mar 07 2025 - Small Caps
4
Is SiteMinder’s Re-Rating Just A Matter of Time?

Mar 06 2025 - Small Caps
5
Diverging Margins In Webjets’ Results

Dec 02 2024 - Australia
6
What Happened To WEB Travel’s Growth Outlook?

Oct 17 2024 - Small Caps
7
Upside For The New Webjet(s)

Sep 26 2024 - Australia
8
SiteMinder To Thrive On New Product Launches

Aug 06 2024 - Small Caps
9
In Brief: It’s Not The Economy, Stupid!

Jul 05 2024 - Weekly Reports
10
SiteMinder Travelling Well

May 01 2024 - Small Caps