G8 EDUCATION LIMITED (GEM)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

GEM - G8 EDUCATION LIMITED

FNArena Sector : Childcare

Year End: December

GICS Industry Group : Consumer Services

Debt/EBITDA: 3

Index: ASX300 | ALL-ORDS

G8 Education is Australia's largest provider of early childhood care and education services. It operates over 470 childcare centres across Australia. Founded in 2006, it listed on the ASX in 2007.

LAST PRICE	CHANGE +/-	CHANGE %	VOLUME
$1.27 15 Apr 2025	0.000 OPEN $1.27	0.000 HIGH $1.28	1,101,876 LOW $1.26

TARGET

$1.45

14.2% upside

Franking for last dividend paid out: 100%

OTHER COMPANIES IN THE SAME SECTOR
CQE . MFD . NDO .

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY23 Actual	FY24 Actual	FY25 Forecast	FY26 Forecast
EPS (cps)	xxx	8.4	9.7	xxx
DPS (cps)	xxx	5.5	6.0	xxx
EPS Growth	xxx	21.1%	15.8%	xxx
DPS Growth	xxx	22.2%	9.1%	xxx
PE Ratio	xxx	N/A	13.1	xxx
Dividend Yield	xxx	N/A	4.7%	xxx
Div Pay Ratio(%)	xxx	65.6%	61.9%	xxx

Dividend yield today if purchased 3 years ago: 5.14%

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: 06/09 - ex-div 2c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD

Copyright © 2025 FactSet UK Limited. All rights reserved

Title	2019	2020	2021	2022	2023	2024
EPS Basic	xxx	xxx	xxx	xxx	xxx	8.4
DPS All	xxx	xxx	xxx	xxx	xxx	5.5
Sales/Revenue	xxx	xxx	xxx	xxx	xxx	1,015.3 M
Book Value Per Share	xxx	xxx	xxx	xxx	xxx	115.1
Net Operating Cash Flow	xxx	xxx	xxx	xxx	xxx	167.1 M
Net Profit Margin	xxx	xxx	xxx	xxx	xxx	6.67 %

EPS Basic

Negative
Growth
Slowing

DPS All

Negative
Growth
Slowing

Sales/Revenue

Negative
Growth
Slowing

Book Value Per Share

Negative
Growth
Slowing

Net Operating Cash Flow

Negative
Growth
Slowing

Net Profit Margin

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Return on Capital Employed	xxx	xxx	xxx	xxx	xxx	7.43 %
Return on Invested Capital	xxx	xxx	xxx	xxx	xxx	4.19 %
Return on Assets	xxx	xxx	xxx	xxx	xxx	3.28 %
Return on Equity	xxx	xxx	xxx	xxx	xxx	7.43 %
Return on Total Capital	xxx	xxx	xxx	xxx	xxx	9.25 %
Free Cash Flow ex dividends	xxx	xxx	xxx	xxx	xxx	94.7 M

Return on Capital Employed

Negative
Growth
Slowing

Return on Invested Capital

Negative
Growth
Slowing

Return on Assets

Negative
Growth
Slowing

Return on Equity

Negative
Growth
Slowing

Return on Total Capital

Negative
Growth
Slowing

Free Cash Flow ex dividends

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Short-Term Debt	xxx	xxx	xxx	xxx	xxx	72 M
Long Term Debt	xxx	xxx	xxx	xxx	xxx	711 M
Total Debt	xxx	xxx	xxx	xxx	xxx	784 M
Goodwill - Gross	xxx	xxx	xxx	xxx	xxx	1,197 M
Cash & Equivalents - Generic	xxx	xxx	xxx	xxx	xxx	48 M
Price To Book Value	xxx	xxx	xxx	xxx	xxx	1.13

Short-Term Debt

Negative
Growth
Slowing

Long Term Debt

Negative
Growth
Slowing

Total Debt

Negative
Growth
Slowing

Goodwill - Gross

Negative
Growth
Slowing

Cash & Equivalents - Generic

Negative
Growth
Slowing

Price To Book Value

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Capex	xxx	xxx	xxx	xxx	xxx	32.5 M
Capex % of Sales	xxx	xxx	xxx	xxx	xxx	3.20 %
Cost of Goods Sold	xxx	xxx	xxx	xxx	xxx	761 M
Selling, General & Admin. Exp & Other	xxx	xxx	xxx	xxx	xxx	98 M
Research & Development	xxx	xxx	xxx	xxx	xxx	-
Investments - Total	xxx	xxx	xxx	xxx	xxx	1 M

Capex

Negative
Growth
Slowing

Capex % of Sales

Negative
Growth
Slowing

Cost of Goods Sold

Negative
Growth
Slowing

Selling, General & Admin. Exp & Other

Negative
Growth
Slowing

Research & Development

Investments - Total

Negative
Growth
Slowing

Negative

Growth

Slowing

EXPERT VIEWS
EXTRA COVERAGE

EXPERT VIEWS

Display All Commentary

Sentiment Indicator

0.5

No. Of Recommendations

BROKER	DATE	RATING	RECOMMENDATION	TARGET PRICE	% TO REACH TARGET	COMMENTARY
Macquarie	xx/xx/xxxx	1	xxxxxxxxxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
UBS	26/02/2025	3	Neutral	$1.30	2.36%	Further analysis suggests G8 Education outperformed both industry and UBS expectations in 2024, yet weak 2025 occupancy to date has been the focus. The broker suggests part of the spot occupancy weakness may be holiday timing related and the operating environment should improve as several benefits such as lower inflation flow through. Guidance appears cautiously optimistic to the broker and a Neutral rating is maintained. Target edges down to $1.30 from $1.35. FORECAST UBS forecasts a full year FY25 dividend of 6.00 cents and EPS of 9.00 cents. UBS forecasts a full year FY26 dividend of 7.00 cents and EPS of 11.00 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Macquarie

xx/xx/xxxx

xxxxxxxxxx

$xx.xx

xx.xx%

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

UBS

26/02/2025

Neutral

$1.30

2.36%

Further analysis suggests G8 Education outperformed both industry and UBS expectations in 2024, yet weak 2025 occupancy to date has been the focus.

The broker suggests part of the spot occupancy weakness may be holiday timing related and the operating environment should improve as several benefits such as lower inflation flow through.

Guidance appears cautiously optimistic to the broker and a Neutral rating is maintained. Target edges down to $1.30 from $1.35.

FORECAST
UBS forecasts a full year FY25 dividend of 6.00 cents and EPS of 9.00 cents.
UBS forecasts a full year FY26 dividend of 7.00 cents and EPS of 11.00 cents.

Access Stockbroker Research History >

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
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
Canaccord Genuity	04/03/2025	1	Buy	$1.51	18.90%	G8 Education reported 2024 earnings ahead of Canaccord Genuity's expectations. While the level of occupancy to start 2025 was lower than anticipated, the broker argues management commentary around the increasing level of enquiries suggests some occupancy support this year. Occupancy can potentially step up again in 2026 as funding to the sector increases, the broker notes. Canaccord sees strong free cash flow, positive margin momentum, a sound balance sheet, and earnings growth accelerating over the next 18 months. Target rises to $1.51 from $1.46, Buy retained. FORECAST Canaccord Genuity forecasts a full year FY25 dividend of 6.00 cents and EPS of 10.00 cents. Canaccord Genuity forecasts a full year FY26 dividend of 6.00 cents and EPS of 11.00 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

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

Canaccord Genuity

04/03/2025

Buy

$1.51

18.90%

G8 Education reported 2024 earnings ahead of Canaccord Genuity's expectations.

While the level of occupancy to start 2025 was lower than anticipated, the broker argues management commentary around the increasing level of enquiries suggests some occupancy support this year.

Occupancy can potentially step up again in 2026 as funding to the sector increases, the broker notes.

Canaccord sees strong free cash flow, positive margin momentum, a sound balance sheet, and earnings growth accelerating over the next 18 months. Target rises to $1.51 from $1.46, Buy retained.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 6.00 cents and EPS of 10.00 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 6.00 cents and EPS of 11.00 cents.

Access Extra Coverage Research History >

GEM STOCK CHART

FNArena News on GEM

1	Rudi’s View: Best Buys In Copper, Small Caps, Tech, Healthcare, And More Mar 20 2025 - Rudi's View

2	Australian Broker Call Extra Edition – Mar 04, 2025 Mar 04 2025 - Daily Market Reports

3	FNArena Corporate Results Monitor – 26-02-2025 Feb 26 2025 - Australia

4	Rudi’s View: AGL Energy, Bega Cheese, BRG, Harvey Norman, Imdex & Superloop Feb 06 2025 - Rudi's View

5	Rudi’s View: Cochlear, Guzman y Gomez, SiteMinder, Wesfarmers & Xero Jan 30 2025 - Rudi's View

Latest Childcare News

1	More Fun In The Sandpit Jun 26 2020 - Weekly Reports

2	Treasure Chest: G8 Education Faces Difficulties Jul 16 2019 - Treasure Chest

3	Strong Growth Expected From Think Childcare May 29 2019 - Small Caps

4	Turning Around G8 Education Jan 30 2019 - Australia

5	Better 2019 Expected From G8 Education Nov 20 2018 - Australia

6	Think Upside Nov 13 2018 - Small Caps

7	Bumper Supply Constraining Childcare Profits Jun 20 2018 - Australia

8	G8 Education Could Perform Better By 2019 Apr 16 2018 - Australia

9	Growing Opportunity For G8 Education Mar 14 2018 - Australia

10	Buying Opportunity Presents In G8 Education Dec 05 2017 - Australia

Dividend Yield Today On Last Actual Payout :	4.33
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

Get 2 Weeks free trial

Sign Up

Member Login

G8 EDUCATION LIMITED (GEM)
Share Price Analysis and Chart