JUMBO INTERACTIVE LIMITED (JIN)
Share Price Analysis and Chart

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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

$13.49

16 Sep
2024

0.000

OPEN

$13.49

0.000

HIGH

$13.49

0

LOW

$13.49

TARGET
$15.93 18.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AGI . ALL . 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 73.5 xxx
DPS (cps) xxx 54.5 57.4 xxx
EPS Growth xxx 37.3% 6.8% xxx
DPS Growth xxx 26.7% 5.3% xxx
PE Ratio xxx N/A 18.3 xxx
Dividend Yield xxx N/A 4.3% xxx
Div Pay Ratio(%) xxx 79.1% 78.0% xxx

Dividend yield today if purchased 3 years ago: 3.61%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.04

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: 29/08 - ex-div 27.50c (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

0.3

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

26/08/2024

1

Add

$16.80

24.54%

Morgans believes the negative share price reaction to Jumbo Interactive's FY24 result was excessive. The main surprise for the market, suggests the broker, was guidance for softer margins in FY25, primarily due to a slowdown in the software-as-a-service platform Stride.

The FY24 results exceeded forecasts by the analyst and consensus by 2%, driven by an exceptionally strong period for Lottery Retailing.

Management expects the FY25 group underlying EBITDA margins to be within the 46-48% range.

The final dividend of 27.5 cents brought the total FY24 dividend to 54.5 cents, compared to the broker's 56 cent estimate.

The target price falls to $16.80 from $17.70, and the Add rating is unchanged.

FORECAST
Morgans forecasts a full year FY25 dividend of 55.50 cents and EPS of 73.40 cents.
Morgans forecasts a full year FY26 dividend of 60.50 cents and EPS of 80.00 cents.

Citi

xx/xx/xxxx

5

xxxx

$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

Jarden

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxxxxxxxxx

$xx.xx

xx.xx%

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Wilsons

28/08/2024

1

Overweight

$15.89

17.79%

Wilsons observes Jumbo Interactive reported FY24 earnings which met expectations, but the market turned up its nose at the decline in managed service margins due to the Stride business in Canada.

The broker acknowledges the first three managed service acquisitions have not been "smooth" with management discussing further investment needed to generate growth,

Wilsons continues to like the company, believing the managed services and SaaS business offer diversification to The Lottery Corporation ((TLC)) reseller market.

Wilsons revises net profit forecasts lower by -6% to -7% for FY25-FY27. Overweight rating unchanged. Target price falls -15% to $15.89.

FORECAST
Wilsons forecasts a full year FY25 dividend of 52.60 cents and EPS of 70.10 cents.
Wilsons forecasts a full year FY26 dividend of 61.80 cents and EPS of 82.40 cents.

Taylor Collison

xx/xx/xxxx

2

xxxxxxxxxx xx xxxxxxxx xxxx xxxxxxxxxx & xxxxxxxxxx

-

xx.xx%

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Access Extra Coverage Research History >

JIN STOCK CHART

FNArena News on JIN

1
Rudi’s View: Key Picks, Best Buys & Conviction Calls

Sep 12 2024 - Rudi's View
2
In Case You Missed It – BC Extra Upgrades & Downgrades – 06-09-24

Sep 06 2024 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Sep 02, 2024

Sep 02 2024 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Aug 28, 2024

Aug 28 2024 - Daily Market Reports
5
Rudi’s View: August Trends Have Darkened

Aug 28 2024 - Rudi's View

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