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

$43.78

07 Nov
2024

1.160

OPEN

$43.08

2.72%

HIGH

$43.78

223,411

LOW

$42.62

TARGET
$47.10 7.6% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ALQ . ANG . ARI . 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 126.1 227.7 xxx
DPS (cps) xxx 53.0 49.0 xxx
EPS Growth xxx - 23.2% 80.6% xxx
DPS Growth xxx 15.2% - 7.5% xxx
PE Ratio xxx N/A 19.5 xxx
Dividend Yield xxx N/A 1.1% xxx
Div Pay Ratio(%) xxx 42.0% 21.5% xxx

Dividend yield today if purchased 3 years ago: 2.35%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.19

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

1.0

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Macquarie

01/10/2024

1

Outperform

$47.80

9.18%

Macquarie raises its target for Outperform-rated Seven Group to $47.80 from $43.90 after gaining a deeper appreciation on key assets WesTrac, Boral and Coates, and raising their respective multiples to align with peers.

The medium-term growth outlook remains compelling, in the broker's opinion, especially as growth acceleration is supported by monetary policy shifts.

Positives include WesTrac growth, the ongoing Boral turnaround and capital discipline at Coates, summarises Macquarie.

FORECAST
Macquarie forecasts a full year FY25 dividend of 48.00 cents and EPS of 219.00 cents.
Macquarie forecasts a full year FY26 dividend of 48.00 cents and EPS of 255.00 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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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

09/09/2024

1

Buy

$45.90

4.84%

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

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