SEVEN GROUP HOLDINGS LIMITED (SVW)
Share Price Analysis and Chart

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SVW - SEVEN GROUP HOLDINGS LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 3.37
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

Seven Group Holdings is an Australian diversified investment group. It owns Coates Hire and WesTrac and also has a large equity stake in Seven West Media, Boral and Beach Energy. The current listing dates from 2010 following the merger of WesTrac and Seven Network Ltd

LAST PRICE CHANGE +/- CHANGE % VOLUME

$41.67

13 Sep
2024

0.490

OPEN

$41.25

1.19%

HIGH

$41.77

511,172

LOW

$41.23

TARGET
$41.725 0.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ALQ . ANG . C79 . CDA . CDD . DOW . EHL . GNG . IMD . IPG . IPL . LBL . LYL . MAD . MAH . MIN . MLG . MND . MSV . MYE . NWH . ORI . PRN . RAN . RCR . RDG . RUL . SRG . SXE . XRF .
FNARENA'S MARKET CONSENSUS FORECASTS
SVW: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 126.1 229.9 xxx
DPS (cps) xxx 53.0 56.2 xxx
EPS Growth xxx - 23.2% 82.3% xxx
DPS Growth xxx 15.2% 6.0% xxx
PE Ratio xxx N/A 18.1 xxx
Dividend Yield xxx N/A 1.3% xxx
Div Pay Ratio(%) xxx 42.0% 24.4% xxx

Dividend yield today if purchased 3 years ago: 2.53%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.27

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: 19/08 - ex-div 30c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx126.1
DPS All xxxxxxxxxxxxxxx53.0
Sales/Revenue xxxxxxxxxxxxxxx10,617.5 M
Book Value Per Share xxxxxxxxxxxxxxx1,024.1
Net Operating Cash Flow xxxxxxxxxxxxxxx808.2 M
Net Profit Margin xxxxxxxxxxxxxxx4.37 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx11.61 %
Return on Invested Capital xxxxxxxxxxxxxxx5.01 %
Return on Assets xxxxxxxxxxxxxxx3.41 %
Return on Equity xxxxxxxxxxxxxxx11.61 %
Return on Total Capital xxxxxxxxxxxxxxx12.21 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-31.8 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx776 M
Long Term Debt xxxxxxxxxxxxxxx5,201 M
Total Debt xxxxxxxxxxxxxxx5,977 M
Goodwill - Gross xxxxxxxxxxxxxxx2,385 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx654 M
Price To Book Value xxxxxxxxxxxxxxx3.68

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx675.0 M
Capex % of Sales xxxxxxxxxxxxxxx6.36 %
Cost of Goods Sold xxxxxxxxxxxxxxx8,625 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx736 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1,534 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

0.6

No. Of Recommendations

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

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

15/08/2024

1

Buy

$45.00

7.99%

Seven Group delivered a solid FY24 result, UBS suggests, with earnings growth of 20% ahead of guidance. The Industrial Services segment delivered 28% growth, with strong operating performances across WesTrac, Coates, and Boral.

UBS remains Buy-rated on Seven Group, with the stock offering a three-year compound earnings growth rate of 7%, and strong operating cash flows supporting further deleveraging.

Continued improvement in Boral's operating performance is a key catalyst in the short term, which the broker expects investors to remain focused on post-acquistion.

Target rises to $45 from $43.

FORECAST
UBS forecasts a full year FY25 EPS of 220.00 cents.
UBS forecasts a full year FY26 EPS of 246.00 cents.

Ord Minnett

xx/xx/xxxx

4

xxxxxxx

$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

Goldman Sachs

06/09/2024

1

Buy

$45.90

10.15%

Due to upgraded peer multiples for both WesTrac and Coates, Goldman Sachs' target for Seven Group rises by around 5% to $45.90. Buy.

Also, the broker suggests price and cost disciple displayed by Boral ((BLD)) is currently underappreciated by the market. The analysts upgrade Boral's FY25 EBIT forecast by 3% due to an estimated 130bps of margin expansion.

FORECAST
Goldman Sachs forecasts a full year FY25 dividend of 61.00 cents and EPS of 244.00 cents.
Goldman Sachs forecasts a full year FY26 dividend of 70.00 cents and EPS of 282.00 cents.
Access Extra Coverage Research History >

SVW STOCK CHART

FNArena News on SVW

1
Rudi’s View: Key Picks, Best Buys & Conviction Calls

Sep 12 2024 - Rudi's View
2
Rudi’s View: Asking The Important Questions

Sep 11 2024 - Rudi's View
3
Australian Broker Call *Extra* Edition – Sep 09, 2024

Sep 09 2024 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Aug 20, 2024

Aug 20 2024 - Daily Market Reports
5
FNArena Corporate Results Monitor – 15-08-2024

Aug 15 2024 - Australia

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