DICKER DATA LIMITED (DDR)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

DDR - DICKER DATA LIMITED

FNArena Sector : Hardware & Equipment
Year End: December
GICS Industry Group : Technology Hardware & Equipment
Debt/EBITDA: 2.13
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

$8.48

23 Dec
2024

0.230

OPEN

$8.25

2.79%

HIGH

$8.48

156,097

LOW

$8.25

TARGET
$10.567 24.6% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
4DS . AD8 . AKP . AVA . BLG . CDA . CYG . DRO . EOS . HTG . IKE . SEN . SLX . SPZ . TZL . WBT .
FNARENA'S MARKET CONSENSUS FORECASTS
DDR: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx 45.6 45.0 xxx
DPS (cps) xxx 45.0 47.0 xxx
EPS Growth xxx 9.1% - 1.3% xxx
DPS Growth xxx 8.4% 4.4% xxx
PE Ratio xxx N/A 18.8 xxx
Dividend Yield xxx N/A 5.5% xxx
Div Pay Ratio(%) xxx 98.7% 104.4% xxx

Dividend yield today if purchased 3 years ago: 3.02%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.31

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: 15/11 - ex-div 10c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx45.6
DPS All xxxxxxxxxxxxxxx45.0
Sales/Revenue xxxxxxxxxxxxxxx2,259.4 M
Book Value Per Share xxxxxxxxxxxxxxx141.6
Net Operating Cash Flow xxxxxxxxxxxxxxx70.1 M
Net Profit Margin xxxxxxxxxxxxxxx3.64 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx33.84 %
Return on Invested Capital xxxxxxxxxxxxxxx28.96 %
Return on Assets xxxxxxxxxxxxxxx8.24 %
Return on Equity xxxxxxxxxxxxxxx33.84 %
Return on Total Capital xxxxxxxxxxxxxxx24.31 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-0.8 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 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx304 M
Long Term Debt xxxxxxxxxxxxxxx15 M
Total Debt xxxxxxxxxxxxxxx319 M
Goodwill - Gross xxxxxxxxxxxxxxx62 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx12 M
Price To Book Value xxxxxxxxxxxxxxx8.44

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx14.2 M
Capex % of Sales xxxxxxxxxxxxxxx0.63 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,100 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx24 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

0.7

No. Of Recommendations

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

UBS

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

02/09/2024

3

Equal-weight

$10.00

17.92%

Dicker Data reported 1H24 results which were slightly below consensus although marginally better than Morgan Stanley's forecasts.

The company experienced increased working capital on higher inventories which is in expectation of a 2H24 PC refresh cycle with management noting PC sales are returning to growth.

Bad debt provisioning increased around $2m, and, if excluded, EBITDA would have been in line, according to the analyst.

Equal-weight rating. Target price $10. Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY24 EPS of 46.00 cents.
Morgan Stanley forecasts a full year FY25 EPS of 50.00 cents.

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

4

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

Petra Capital

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Wilsons

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Jarden

01/10/2024

1

Buy

$10.60

25.00%

Jarden observes the tailwinds of Ai are starting to flow through the hardware and software "ecosystems" of Dicker Data's and Data#2 ((DTL)) key vendors, which gives the broker more reason to be upbeat on the PC and non-PC hardware replacement cycle, growth in software and Gen.Ai services.

Dicker Data is Buy rated with a $10.60 target price. 

FORECAST
Jarden forecasts a full year FY24 EPS of 45.20 cents.
Jarden forecasts a full year FY25 EPS of 50.50 cents.

Goldman Sachs

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Extra Coverage Research History >

DDR STOCK CHART

FNArena News on DDR

1
Rudi’s View: Final Best Buys & Conviction Ideas

Dec 23 2024 - Rudi's View
2
ESG Focus: The Little Big Things – 19-12-2024

Dec 23 2024 - ESG Focus
3
In Brief: Dicker Data, Light & Wonder, Codan

Dec 20 2024 - Weekly Reports
4
Rudi’s View: Banks, WiseTech, Redox & Integral Diagnostics

Dec 19 2024 - Rudi's View
5
Australian Broker Call *Extra* Edition – Dec 19, 2024

Dec 19 2024 - Daily Market Reports

Latest Hardware & Equipment News

1
In Brief: Dicker Data, Light & Wonder, Codan

Dec 20 2024 - Weekly Reports
2
Dicker Data’s Pick And Shovel AI Strategy 

Dec 03 2024 - Small Caps
3
Audinate’s Recurring Revenue Opportunity

Oct 08 2024 - Small Caps
4
Dicker Data Preps For PC Refresh Cycle Upswing

Sep 17 2024 - Small Caps
5
In Brief: Audinate, BlueScope & Nuix For Gen.Ai

Aug 23 2024 - Weekly Reports
6
First Shock Of The Season, What’s Next Audinate?

Aug 12 2024 - Australia
7
Codan’s Communication Upside

Jun 18 2024 - Small Caps
8
And Now For Something Different: Royalties

Apr 02 2024 - Small Caps
9
Dicker Data Still PC

Mar 07 2024 - Small Caps
10
ESG Focus: The Little Big Things – 06-03-2024

Mar 07 2024 - ESG Focus