TRANSURBAN GROUP LIMITED (TCL)
Share Price Analysis and Chart

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TCL - TRANSURBAN GROUP LIMITED

FNArena Sector : Infrastructure & Utilities
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 9.08
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Transurban is one of the world's largest toll-road operators. It manages and develops urban toll road networks in Australia, Canada and the US. It first listed on the ASX in 1996.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$12.83

19 Jul
2024

-0.120

OPEN

$12.78

-0.93%

HIGH

$12.88

3,732,045

LOW

$12.73

TARGET
$13.497 5.2% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
AGL . AIA . ALX . APA . CEN . DBI . DBI . GNP . MEZ . ORG . SRJ .
FNARENA'S MARKET CONSENSUS FORECASTS
TCL: 1
Title FY22
Actual
FY23
Actual
FY24
Forecast
FY25
Forecast
EPS (cps) xxx 2.1 23.7 xxx
DPS (cps) xxx 58.0 62.6 xxx
EPS Growth xxx 100.0% 100.0% xxx
DPS Growth xxx 41.5% 7.9% xxx
PE Ratio xxx N/A 54.1 xxx
Dividend Yield xxx N/A 4.9% xxx
Div Pay Ratio(%) xxx 2788.5% 264.1% xxx

Dividend yield today if purchased 3 years ago: 4.11%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

4.52

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: 28/12 - ex-div 30c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx2.1
DPS All xxxxxxxxxxxxxxx58.0
Sales/Revenue xxxxxxxxxxxxxxx4,157.0 M
Book Value Per Share xxxxxxxxxxxxxxx408.1
Net Operating Cash Flow xxxxxxxxxxxxxxx1,735.0 M
Net Profit Margin xxxxxxxxxxxxxxx1.54 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx0.47 %
Return on Invested Capital xxxxxxxxxxxxxxx0.21 %
Return on Assets xxxxxxxxxxxxxxx0.17 %
Return on Equity xxxxxxxxxxxxxxx0.47 %
Return on Total Capital xxxxxxxxxxxxxxx2.92 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx127.0 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 xxxxxxxxxxxxxxx384 M
Long Term Debt xxxxxxxxxxxxxxx18,317 M
Total Debt xxxxxxxxxxxxxxx18,701 M
Goodwill - Gross xxxxxxxxxxxxxxx466 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2,081 M
Price To Book Value xxxxxxxxxxxxxxx3.49

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx1,175.0 M
Capex % of Sales xxxxxxxxxxxxxxx28.27 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,992 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx217 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx13,910 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

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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Ord Minnett

10/05/2024

3

Hold

$12.50

-2.57%

Ord Minnett retains its $12.50 target price for Transurban Group, despite lowering the FY24 proportional earnings (EBITDA) forecast due to softer-than-expected traffic volumes so far in 2024.

North America and Melbourne recorded the strongest growth of 5.2% and 2.1%, respectively, for the nine months ending on March 31, and average daily trips across the company's portfolio increased by 1.7%, observes the analyst.

The Hold rating is maintained.

FORECAST
Ord Minnett forecasts a full year FY24 dividend of 62.00 cents and EPS of 3.90 cents.
Ord Minnett forecasts a full year FY25 dividend of 64.00 cents and EPS of 6.80 cents.

UBS

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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EXPERT VIEWS
Display All Commentary

No. Of Recommendations

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

xx/xx/xxxx

4

xxxxxxxxxxx

$xx.xx

xx.xx%

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Goldman Sachs

14/02/2024

3

Neutral

$13.10

2.10%

Goldman Sachs leaves its forecasts for Transurban Group largely unchanged, after 1H operational and financial results aligned with expectations. 

The company reported around 110bps of margin expansion, notes the broker, partly due to solid cost control.

While management's FY24 distribution guidance remained at 62cps, the broker reminds investors guidance is traditionally conservative.

The $13.10 target and Neutral rating are maintained.

FORECAST
Goldman Sachs forecasts a full year FY24 dividend of 63.00 cents and EPS of 13.00 cents.
Goldman Sachs forecasts a full year FY25 dividend of 65.00 cents and EPS of 7.00 cents.

TCL STOCK CHART