DICKER DATA LIMITED (DDR)
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DDR

DDR - DICKER DATA LIMITED

FNArena Sector : Hardware & Equipment
Year End: December
GICS Industry Group : Technology Hardware & Equipment
Debt/EBITDA: 2.54
Index: ASX300 | ALL-ORDS | ALL-TECH

Dicker Data is an Australian technology hardware, software and cloud distributor. Its portfolio of products include Cisco, Hewlett Packard, Microsoft and Lenovo. Founded in 1978, the company listed in 2011.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$9.19

03 Mar
2026

-0.575

OPEN

$9.68

-5.89%

HIGH

$9.71

826,068

LOW

$9.13

TARGET
$10.65 15.9% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
4DS . AD8 . AVA . BLG . CDA . CYG . DRO . EOS . HTG . IKE . SEN . SLX . SPZ . TZL . WBT .
FNARENA'S MARKET CONSENSUS FORECASTS
DDR: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 47.4 52.1 xxx
DPS (cps) xxx 44.5 46.0 xxx
EPS Growth xxx 8.6% 10.1% xxx
DPS Growth xxx 1.1% 3.4% xxx
PE Ratio xxx N/A 16.4 xxx
Dividend Yield xxx N/A 5.4% xxx
Div Pay Ratio(%) xxx 93.9% 88.3% xxx

Dividend yield today if purchased 3 years ago: 5.37%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.22

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: 13/11 - ex-div 11c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx47.4
DPS All xxxxxxxxxxxxxxx44.5
Sales/Revenue xxxxxxxxxxxxxxx2,559.1 M
Book Value Per Share xxxxxxxxxxxxxxx142.1
Net Operating Cash Flow xxxxxxxxxxxxxxx97.5 M
Net Profit Margin xxxxxxxxxxxxxxx3.34 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx33.78 %
Return on Invested Capital xxxxxxxxxxxxxxx16.52 %
Return on Assets xxxxxxxxxxxxxxx7.74 %
Return on Equity xxxxxxxxxxxxxxx33.78 %
Return on Total Capital xxxxxxxxxxxxxxx21.42 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx17.3 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx103 M
Long Term Debt xxxxxxxxxxxxxxx271 M
Total Debt xxxxxxxxxxxxxxx374 M
Goodwill - Gross xxxxxxxxxxxxxxx62 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx66 M
Price To Book Value xxxxxxxxxxxxxxx7.24

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx3.1 M
Capex % of Sales xxxxxxxxxxxxxxx0.12 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,385 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx40 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

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

Morgan Stanley

xx/xx/xxxx

3

xxxxxxxxx xx xxxxx-xxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

27/02/2026

3

Neutral

$10.35

12.62%

Macquarie believes Dicker Data’s enterprise strength is offset by growing risk into 2H, leaving risk and reward evenly balanced.

Revenue for 2025 slightly beat consensus but gross margin missed on a higher enterprise mix, with 2026 top-line expectations anchored to Gartner’s 9% IT spend growth forecast.

The broker expects 1H2026 to benefit from enterprise hardware refresh and AI-related demand, but warns SME customers, more than 80% of the book, may defer spending amid higher rates and potential supply-driven price increases into 2H.

EPS forecasts for FY26-28 are lifted 5% on stronger enterprise purchasing and lower finance costs from deleveraging, while the payout ratio is reduced to 80-100% to support balance sheet repair.

Neutral rating. target rises by 9.5% to $10.35.

FORECAST
Macquarie forecasts a full year FY26 dividend of 44.00 cents and EPS of 47.40 cents.
Macquarie forecasts a full year FY27 dividend of 43.10 cents and EPS of 53.80 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial
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

Jarden

07/09/2025

1

Buy

$11.20

21.87%

Jarden sees strong fundamentals at an earnings inflection point for Dicker Data, supported by PC and networking refresh cycles, AI hardware demand, a SMB recovery, interest deleverage, and leverage to a New Zealand economic rebound.

The broker posits the company offers good value for patient investors, especially given positive tailwinds (see above).

FY25 guidance for gross revenue is between $3.7-3.8bn, up 10-13% year-on-year. Profit (PBT) guidance of $120-124m implies to the broker 3.2-3.4% margins, representing a modest upgrade to the consensus forecast.

The introduction of formal guidance is seen as a positive for reducing investor uncertainty.

Jarden raises its target price to $11.20 from $11.00 and retains a Buy rating.

FORECAST
Jarden forecasts a full year FY26 EPS of 51.20 cents.
Access Extra Coverage Research History >

DDR STOCK CHART

FNArena News on DDR

1
FNArena Corporate Results Monitor – 27-02-2026

Feb 27 2026 - Australia
2
Rudi’s View: Key Picks & Sector Favourites

Jan 22 2026 - Rudi's View
3
Australian Broker Call *Extra* Edition – Oct 20, 2025

Oct 20 2025 - Daily Market Reports
4
In Brief: Dicker Data, SRG Global & ResMed

Oct 17 2025 - Weekly Reports
5
Australian Broker Call *Extra* Edition – Sep 08, 2025

Sep 08 2025 - Daily Market Reports

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