NIDO EDUCATION LIMITED (NDO)
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NDO

NDO - NIDO EDUCATION LIMITED

FNArena Sector : Childcare
Year End: December
GICS Industry Group : Consumer Services
Debt/EBITDA: 4.7
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.85

15 Apr
2025

0.000

OPEN

$0.85

0.000

HIGH

$0.85

5,314

LOW

$0.84

TARGET
$1.50 76.5% upside
Franking for last dividend paid out: 35%
OTHER COMPANIES IN THE SAME SECTOR
CQE . GEM . MFD .
FNARENA'S MARKET CONSENSUS FORECASTS
NDO: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 6.5 8.6 xxx
DPS (cps) xxx 5.8 7.0 xxx
EPS Growth xxx N/A 32.7% xxx
DPS Growth xxx N/A 20.7% xxx
PE Ratio xxx N/A 9.9 xxx
Dividend Yield xxx N/A 8.2% xxx
Div Pay Ratio(%) xxx 89.5% 81.4% xxx

Dividend yield today if purchased 3 years ago: 59.18%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.82

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
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 2021202220232024
EPS Basic xxxxxxxxx6.5
DPS All xxxxxxxxx5.8
Sales/Revenue xxxxxxxxx163.6 M
Book Value Per Share xxxxxxxxx54.2
Net Operating Cash Flow xxxxxxxxx28.5 M
Net Profit Margin xxxxxxxxx8.95 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 2021202220232024
Return on Capital Employed xxxxxxxxx12.57 %
Return on Invested Capital xxxxxxxxx5.33 %
Return on Assets xxxxxxxxx4.52 %
Return on Equity xxxxxxxxx12.57 %
Return on Total Capital xxxxxxxxx9.33 %
Free Cash Flow ex dividends xxxxxxxxx27.3 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 2021202220232024
Short-Term Debt xxxxxxxxx21 M
Long Term Debt xxxxxxxxx163 M
Total Debt xxxxxxxxx184 M
Goodwill - Gross xxxxxxxxx124 M
Cash & Equivalents - Generic xxxxxxxxx4 M
Price To Book Value xxxxxxxxx1.41

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 2021202220232024
Capex xxxxxxxxx1.2 M
Capex % of Sales xxxxxxxxx0.71 %
Cost of Goods Sold xxxxxxxxx123 M
Selling, General & Admin. Exp & Other xxxxxxxxx12 M
Research & Development xxxxxxxxx-
Investments - Total xxxxxxxxx0 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

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

09/04/2025

1

Initiation of coverage with Buy

$1.50

76.47%

Shaw and Partners has initiated coverage of Nido Education with a Buy rating and target price of $1.50.

The broker highlights the early childcare provider's capital-efficient expansion strategy, which shifts development risks to third parties. This provides higher returns and less dilution for shareholders.

Industry backdrop is favourable for childcare centres, the broker notes, but also highlights structural challenges like staffing and labour costs, and pricing and affordability.

The analyst is forecasting 25% annual revenue growth over FY25-27 and EBITDA growth of 30% on expectations of a 20% increase in centres. 

One of the positives is the company could become an M&A target while an overhang is more than 50% of the shares are in escrow until Oct 2025 (held by founder and early investors).

FORECAST
Shaw and Partners forecasts a full year FY25 dividend of 7.00 cents and EPS of 8.60 cents.
Shaw and Partners forecasts a full year FY26 dividend of 7.00 cents and EPS of 9.80 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

3

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

05/03/2025

1

Buy

$1.09

28.24%

Canaccord Genuity expects momentum to build for Nido Education during 2025 as occupancy increases and more childcare centres are required.

The broker believes the business has the balance sheet and management team that can execute on the incubator/acquisition strategy, assessing the current share price multiples as undemanding.

The company reported 2024 EBITDA of $22m, slightly below estimates. February enrolments were subdued and that suggests occupancy growth in the short term could be limited.

Canaccord Genuity expects the federal election and the interest-rate cutting cycle as well as a return to the office workspace will all gradually support demand for childcare services in 2025. Buy rating. Target is reduced to $1.09 from $1.12.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 4.50 cents and EPS of 6.50 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 5.20 cents and EPS of 7.40 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
Access Extra Coverage Research History >

NDO STOCK CHART

FNArena News on NDO

1
Australian Broker Call *Extra* Edition – Mar 10, 2025

Mar 10 2025 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Mar 05, 2025

Mar 05 2025 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Oct 01, 2024

Oct 01 2024 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Aug 20, 2024

Aug 20 2024 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – Aug 19, 2024

Aug 19 2024 - Daily Market Reports

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