SUPPLY NETWORK LIMITED (SNL)
Share Price Analysis and Chart

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SNL - SUPPLY NETWORK LIMITED

FNArena Sector : Automobiles & Components

Year End: June

GICS Industry Group : Retailing

Debt/EBITDA: 0.88

Index: ALL-ORDS

LAST PRICE	CHANGE +/-	CHANGE %	VOLUME
$32.93 20 Dec 2024	-0.100 OPEN $33.03	-0.30% HIGH $33.15	25,195 LOW $32.47

LAST PRICE

CHANGE +/-

CHANGE %

VOLUME

$32.93

20 Dec
2024

-0.100

OPEN

$33.03

-0.30%

HIGH

$33.15

25,195

LOW

$32.47

TARGET

$33.00

0.2% upside

Franking for last dividend paid out: 100%

OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ARB . ASG . BAP . CAR . IFM . MTO . MXI . PWH . PWR . RPM . SFC . SUL . VMT .

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY23 Actual	FY24 Actual	FY25 Forecast	FY26 Forecast
EPS (cps)	xxx	78.6	96.7	xxx
DPS (cps)	xxx	56.0	68.0	xxx
EPS Growth	xxx	18.2%	23.0%	xxx
DPS Growth	xxx	16.7%	21.4%	xxx
PE Ratio	xxx	N/A	34.1	xxx
Dividend Yield	xxx	N/A	2.1%	xxx
Div Pay Ratio(%)	xxx	71.2%	70.3%	xxx

Dividend yield today if purchased 3 years ago: 5.23%

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: 18/09 - ex-div 33c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD

Copyright © 2024 FactSet UK Limited. All rights reserved

Title	2019	2020	2021	2022	2023	2024
EPS Basic	xxx	xxx	xxx	xxx	xxx	78.6
DPS All	xxx	xxx	xxx	xxx	xxx	56.0
Sales/Revenue	xxx	xxx	xxx	xxx	xxx	302.6 M
Book Value Per Share	xxx	xxx	xxx	xxx	xxx	242.9
Net Operating Cash Flow	xxx	xxx	xxx	xxx	xxx	16.5 M
Net Profit Margin	xxx	xxx	xxx	xxx	xxx	10.91 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title	2019	2020	2021	2022	2023	2024
Return on Capital Employed	xxx	xxx	xxx	xxx	xxx	36.49 %
Return on Invested Capital	xxx	xxx	xxx	xxx	xxx	24.55 %
Return on Assets	xxx	xxx	xxx	xxx	xxx	17.86 %
Return on Equity	xxx	xxx	xxx	xxx	xxx	36.49 %
Return on Total Capital	xxx	xxx	xxx	xxx	xxx	34.63 %
Free Cash Flow ex dividends	xxx	xxx	xxx	xxx	xxx	-9.1 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	2019	2020	2021	2022	2023	2024
Short-Term Debt	xxx	xxx	xxx	xxx	xxx	8 M
Long Term Debt	xxx	xxx	xxx	xxx	xxx	43 M
Total Debt	xxx	xxx	xxx	xxx	xxx	51 M
Goodwill - Gross	xxx	xxx	xxx	xxx	xxx	-
Cash & Equivalents - Generic	xxx	xxx	xxx	xxx	xxx	6 M
Price To Book Value	xxx	xxx	xxx	xxx	xxx	9.22

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title	2019	2020	2021	2022	2023	2024
Capex	xxx	xxx	xxx	xxx	xxx	4.3 M
Capex % of Sales	xxx	xxx	xxx	xxx	xxx	1.43 %
Cost of Goods Sold	xxx	xxx	xxx	xxx	xxx	234 M
Selling, General & Admin. Exp & Other	xxx	xxx	xxx	xxx	xxx	20 M
Research & Development	xxx	xxx	xxx	xxx	xxx	-
Investments - Total	xxx	xxx	xxx	xxx	xxx	0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

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
Ord Minnett	28/11/2024	1	Buy	$33.00	0.21%	Management at Supply Network guided at the AGM to 1H25 profit in the range of $19.5-20m, representing a 32% increase on the prior corresponding period and 8% above Ord Minnett's forecast. The broker highlights robust demand from commercial vehicle customers, supported by industry tailwinds including an ageing vehicle fleet, rising freight activity, and growing vehicle complexity. The target price is raised to $33 from $30.50. The Buy rating is maintained. FORECAST Ord Minnett forecasts a full year FY25 dividend of 68.00 cents and EPS of 96.70 cents. Ord Minnett forecasts a full year FY26 dividend of 77.50 cents and EPS of 109.80 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Ord Minnett

28/11/2024

Buy

$33.00

0.21%

Management at Supply Network guided at the AGM to 1H25 profit in the range of $19.5-20m, representing a 32% increase on the prior corresponding period and 8% above Ord Minnett's forecast.

The broker highlights robust demand from commercial vehicle customers, supported by industry tailwinds including an ageing vehicle fleet, rising freight activity, and growing vehicle complexity.

The target price is raised to $33 from $30.50. The Buy rating is maintained.

FORECAST
Ord Minnett forecasts a full year FY25 dividend of 68.00 cents and EPS of 96.70 cents.
Ord Minnett forecasts a full year FY26 dividend of 77.50 cents and EPS of 109.80 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
Goldman Sachs	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
Taylor Collison	04/09/2024	3	Hold	-	-	Taylor Collison highlights the market cap of Supply Network has risen 99% in the last year with the broker upgrading EPS for FY25 by 7.5% and believes the tightly held share register is not too concerned by slight misses on earnings with a positive long-term outlook. In 2H24 the company improved margins by 186 basis points than 1H24, although the margins typically skew to the second half, the broker notes this was an "outlier" of a year. The company continues to expand its network, typically around one new branch every 12-18 months with Wangara due to start on March 1 2025. Hold rating unchanged, despite the lofty valuation the broker states it is an "exceptional business run by A-grade management". FORECAST Taylor Collison forecasts a full year FY25 dividend of 64.00 cents and EPS of 90.10 cents. Taylor Collison forecasts a full year FY26 dividend of 72.00 cents and EPS of 102.00 cents.
Moelis	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

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Goldman Sachs

xx/xx/xxxx

xxx

$xx.xx

xx.xx%

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

Taylor Collison

04/09/2024

Hold

Taylor Collison highlights the market cap of Supply Network has risen 99% in the last year with the broker upgrading EPS for FY25 by 7.5% and believes the tightly held share register is not too concerned by slight misses on earnings with a positive long-term outlook.

In 2H24 the company improved margins by 186 basis points than 1H24, although the margins typically skew to the second half, the broker notes this was an "outlier" of a year.

The company continues to expand its network, typically around one new branch every 12-18 months with Wangara due to start on March 1 2025.

Hold rating unchanged, despite the lofty valuation the broker states it is an "exceptional business run by A-grade management".

FORECAST
Taylor Collison forecasts a full year FY25 dividend of 64.00 cents and EPS of 90.10 cents.
Taylor Collison forecasts a full year FY26 dividend of 72.00 cents and EPS of 102.00 cents.

Moelis

xx/xx/xxxx

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 >

SNL STOCK CHART

FNArena News on SNL

1	Australian Broker Call Extra Edition – Dec 04, 2024 Dec 04 2024 - Daily Market Reports

2	Australian Broker Call Extra Edition – Nov 28, 2024 Nov 28 2024 - Daily Market Reports

3	Australian Broker Call Extra Edition – Sep 09, 2024 Sep 09 2024 - Daily Market Reports

4	Is Supply Network A Forever Stock? Sep 05 2024 - Small Caps

5	Australian Broker Call Extra Edition – Sep 04, 2024 Sep 04 2024 - Daily Market Reports

Latest Automobiles & Components News

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4	Amotiv’s Potential Going Unnoticed Oct 02 2024 - Small Caps

5	ARB Corp’s Making America Great(er) Sep 11 2024 - Small Caps

6	Is Supply Network A Forever Stock? Sep 05 2024 - Small Caps

7	PWR Holdings Revs Up For FY26 Growth Aug 21 2024 - Small Caps

8	Resilient CAR Group Motors On Aug 16 2024 - Australia

9	Premium ARB Corp Keeps Delivering The Goods May 16 2024 - Small Caps

10	Luxury Cars Still Selling For Autosports Nov 28 2023 - Small Caps

Dividend Yield Today On Last Actual Payout :	1.70
Estimated Dividend Growth (Average Of Past Three Years)	%
Amount Invested	$
Tell Me The Dividend After This Many Years

	Yield	Yield on investment
This Year
Year 1
Year 2
Year 3
Year 4
Year

1	Australian Broker Call Extra Edition – Dec 04, 2024 Dec 04 2024 - Daily Market Reports

2	Australian Broker Call Extra Edition – Nov 28, 2024 Nov 28 2024 - Daily Market Reports

3	Australian Broker Call Extra Edition – Sep 09, 2024 Sep 09 2024 - Daily Market Reports

4	Is Supply Network A Forever Stock? Sep 05 2024 - Small Caps

5	Australian Broker Call Extra Edition – Sep 04, 2024 Sep 04 2024 - Daily Market Reports

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SUPPLY NETWORK LIMITED (SNL)
Share Price Analysis and Chart