JUMBO INTERACTIVE LIMITED (JIN)
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JIN - JUMBO INTERACTIVE LIMITED

FNArena Sector : Gaming
Year End: June
GICS Industry Group : Consumer Services
Debt/EBITDA: 0.04
Index: ASX300 | ALL-ORDS

Jumbo Interactive is an Australian retailer of national jackpot lotteries and charity lotteries via digital platforms. The company was founded in 1995 and listed on the ASX in 1999.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$14.02

23 Dec
2024

0.210

OPEN

$13.80

1.52%

HIGH

$14.09

79,635

LOW

$13.71

TARGET
$15.725 12.2% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AGI . ALL . BBT . BET . LNW . PBH . PLY . SGR . SKC . TAH . TLC . TLC .
FNARENA'S MARKET CONSENSUS FORECASTS
JIN: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 68.9 69.2 xxx
DPS (cps) xxx 54.5 51.9 xxx
EPS Growth xxx 37.3% 0.4% xxx
DPS Growth xxx 26.7% - 4.8% xxx
PE Ratio xxx N/A 20.2 xxx
Dividend Yield xxx N/A 3.7% xxx
Div Pay Ratio(%) xxx 79.1% 75.0% xxx

Dividend yield today if purchased 3 years ago: 2.86%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.90

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: 31/08 - ex-div 20c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx68.9
DPS All xxxxxxxxxxxxxxx54.5
Sales/Revenue xxxxxxxxxxxxxxx159.3 M
Book Value Per Share xxxxxxxxxxxxxxx182.9
Net Operating Cash Flow xxxxxxxxxxxxxxx60.7 M
Net Profit Margin xxxxxxxxxxxxxxx27.21 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx40.30 %
Return on Invested Capital xxxxxxxxxxxxxxx39.63 %
Return on Assets xxxxxxxxxxxxxxx26.45 %
Return on Equity xxxxxxxxxxxxxxx40.30 %
Return on Total Capital xxxxxxxxxxxxxxx57.85 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx30.7 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 xxxxxxxxxxxxxxx2 M
Long Term Debt xxxxxxxxxxxxxxx1 M
Total Debt xxxxxxxxxxxxxxx3 M
Goodwill - Gross xxxxxxxxxxxxxxx32 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx69 M
Price To Book Value xxxxxxxxxxxxxxx9.45

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx6.6 M
Capex % of Sales xxxxxxxxxxxxxxx4.16 %
Cost of Goods Sold xxxxxxxxxxxxxxx66 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx29 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

0.8

No. Of Recommendations

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

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

11/11/2024

1

Overweight

$19.50

39.09%

After reviewing Jumbo Interactive’s July to October AGM trading update, Morgans assesses a soft start to FY25 for lottery retailing, with total transaction value (TTV) and revenue down by -11.8% and -10.3%, respectively.

Consensus had expected a 1H increase in TTV of 9.55%, slowing to 0.08% growth for FY25, note the analysts.

Morgans assures the company has successfully managed costs in low jackpot environments before, and management has reiterated 46-48% margin guidance at the group level.

Target $19.50. Overweight. Industry view: In Line.

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 53.40 cents and EPS of 73.00 cents.
Morgan Stanley forecasts a full year FY26 dividend of 63.50 cents and EPS of 87.00 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

4

xxxxxxx

$xx.xx

xx.xx%

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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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Jarden

13/11/2024

1

Buy

$14.60

4.14%

Jumbo Interactive's AGM reaffirmed FY25 guidance. Not unexpectedly for Jarden, given lack of jackpots, its four-month trading update (coming off a record FY24 base) was soft, with total transaction value (TTV) and revenue down -5% and -8% year on year respectively.

Jumbo noted average turnover per draw on like-for-like jackpots has trended positively, which should reassure investors as to underlying growth potential, the broker suggests, notwithstanding weaker cyclical activity.

Importantly, Jarden believes Jumbo prudently manages its marketing expenditure to the low end of 1.5%-2.0% TTV guidance range to mitigate any adverse jackpot impacts.

Target falls to $14.60 from $15.50, Buy retained.

FORECAST
Jarden forecasts a full year FY25 dividend of 55.00 cents and EPS of 63.90 cents.
Jarden forecasts a full year FY26 dividend of 59.40 cents and EPS of 81.90 cents.

Taylor Collison

xx/xx/xxxx

2

xxxxxxxxxx xx xxxxxxxx xxxx xxxxxxxxxx & xxxxxxxxxx

-

xx.xx%

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