MEGAPORT LIMITED (MP1)
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MP1

MP1 - MEGAPORT LIMITED

FNArena Sector : Cloud services
Year End: June
GICS Industry Group : Software & Services
Debt/EBITDA: 0.38
Index: ASX200 | ASX300 | ALL-ORDS | ALL-TECH

Megaport is an Australian technology company providing Elastic Interconnection services using Software Defined Networking to connect customers to cloud services and third party data centres worldwide. Megaport was founded in 2013 and listed in 2015.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$13.90

13 Jun
2025

-0.130

OPEN

$13.98

-0.93%

HIGH

$14.00

612,104

LOW

$13.51

TARGET
$12.05 -13.3% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
3DP . AIM . DGT . DUB . DUG . ERD . FCL . FCT . GDC . IFT . MAQ . NXT . RCL . SDR . TNE . WTC . XPN .
FNARENA'S MARKET CONSENSUS FORECASTS
MP1: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 6.0 10.3 xxx
DPS (cps) xxx N/A 0.0 xxx
EPS Growth xxx N/A 70.9% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 134.7 xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A 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
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx6.0
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx195.3 M
Book Value Per Share xxxxxxxxxxxxxxx96.6
Net Operating Cash Flow xxxxxxxxxxxxxxx50.2 M
Net Profit Margin xxxxxxxxxxxxxxx4.92 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx6.81 %
Return on Invested Capital xxxxxxxxxxxxxxx6.47 %
Return on Assets xxxxxxxxxxxxxxx4.61 %
Return on Equity xxxxxxxxxxxxxxx6.81 %
Return on Total Capital xxxxxxxxxxxxxxx2.91 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx39.6 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 xxxxxxxxxxxxxxx10 M
Long Term Debt xxxxxxxxxxxxxxx6 M
Total Debt xxxxxxxxxxxxxxx16 M
Goodwill - Gross xxxxxxxxxxxxxxx22 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx72 M
Price To Book Value xxxxxxxxxxxxxxx11.61

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx19.9 M
Capex % of Sales xxxxxxxxxxxxxxx10.17 %
Cost of Goods Sold xxxxxxxxxxxxxxx155 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx36 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

0.3

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

5

xxxxxxxxx xx xxxx xxxx xxxx

$xx.xx

xx.xx%

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Morgans

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

21/02/2025

3

Neutral

$12.00

-13.67%

UBS analysts have maintained a Neutral rating on Megaport, raising the price target to $12.00 from $8.65. Financial forecasts have been adjusted, with FY25-28 EBITDA estimates increasing by 1-2%, while forecast FY25 EPS is revised up by 23%.

The company reported revenue of $107m for 1H25, up 12% year-on-year, though EBITDA declined -8% due to increased investment in the go-to-market team.

Key growth indicators, including new customer sign-ups and port additions, showed signs of reacceleration, but net revenue retention remains below historical levels, the broker observes.

UBS sees potential for further upside if revenue growth from existing customers improves, but remains cautious on the pace of recovery.

FORECAST
UBS forecasts a full year FY25 dividend of 0.00 cents and EPS of 13.00 cents.
UBS forecasts a full year FY26 dividend of 0.00 cents and EPS of 18.00 cents.

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

Jarden

xx/xx/xxxx

2

xxxxxxxxxx xx xxxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Canaccord Genuity

25/02/2025

1

Buy

$12.60

-9.35%

Canaccord Genuity highlights Megaport's net recurring revenue (NRR) in 1H25 result rose by 100bps to 107%, stabilising after a period of decline. The broker suspects this data point was the reason for the share price gain post-result.

The broker believes along with NRR, provisioned port capacity and customer utilisation data showed the company's growth story is intact. In particular, the broker notes the customer utilisation metric showed a positive trajectory, confirming investments in product and innovation are delivering an acceleration in usage.

Target price rises to $12.6 from $9.45. Buy rating is unchanged.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 0.00 cents and EPS of 10.30 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 15.90 cents.
Access Extra Coverage Research History >

MP1 STOCK CHART

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