G8 EDUCATION LIMITED (GEM)
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GEM

GEM - G8 EDUCATION LIMITED

FNArena Sector : Childcare
Year End: December
GICS Industry Group : Consumer Services
Debt/EBITDA: 3
Index: ASX300 | ALL-ORDS

G8 Education is Australia's largest provider of early childhood care and education services. It operates over 470 childcare centres across Australia. Founded in 2006, it listed on the ASX in 2007.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.29

21 Mar
2025

0.005

OPEN

$1.29

0.39%

HIGH

$1.32

4,064,274

LOW

$1.27

TARGET
$1.45 12.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
CQE . MFD . NDO .
FNARENA'S MARKET CONSENSUS FORECASTS
GEM: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 8.4 9.7 xxx
DPS (cps) xxx 5.5 6.0 xxx
EPS Growth xxx 21.1% 15.8% xxx
DPS Growth xxx 22.2% 9.1% xxx
PE Ratio xxx N/A 13.3 xxx
Dividend Yield xxx N/A 4.7% xxx
Div Pay Ratio(%) xxx 65.6% 61.9% xxx

Dividend yield today if purchased 3 years ago: 4.78%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.26

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: 06/09 - ex-div 2c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx8.4
DPS All xxxxxxxxxxxxxxx5.5
Sales/Revenue xxxxxxxxxxxxxxx1,015.3 M
Book Value Per Share xxxxxxxxxxxxxxx115.1
Net Operating Cash Flow xxxxxxxxxxxxxxx167.1 M
Net Profit Margin xxxxxxxxxxxxxxx6.67 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx7.43 %
Return on Invested Capital xxxxxxxxxxxxxxx4.19 %
Return on Assets xxxxxxxxxxxxxxx3.28 %
Return on Equity xxxxxxxxxxxxxxx7.43 %
Return on Total Capital xxxxxxxxxxxxxxx9.25 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx94.7 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 xxxxxxxxxxxxxxx72 M
Long Term Debt xxxxxxxxxxxxxxx711 M
Total Debt xxxxxxxxxxxxxxx784 M
Goodwill - Gross xxxxxxxxxxxxxxx1,197 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx48 M
Price To Book Value xxxxxxxxxxxxxxx1.13

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx32.5 M
Capex % of Sales xxxxxxxxxxxxxxx3.20 %
Cost of Goods Sold xxxxxxxxxxxxxxx761 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx98 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1 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

0.5

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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UBS

26/02/2025

3

Neutral

$1.30

0.78%

Further analysis suggests G8 Education outperformed both industry and UBS expectations in 2024, yet weak 2025 occupancy to date has been the focus.

The broker suggests part of the spot occupancy weakness may be holiday timing related and the operating environment should improve as several benefits such as lower inflation flow through.

Guidance appears cautiously optimistic to the broker and a Neutral rating is maintained. Target edges down to $1.30 from $1.35.

FORECAST
UBS forecasts a full year FY25 dividend of 6.00 cents and EPS of 9.00 cents.
UBS forecasts a full year FY26 dividend of 7.00 cents and EPS of 11.00 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

Moelis

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

Canaccord Genuity

04/03/2025

1

Buy

$1.51

17.05%

G8 Education reported 2024 earnings ahead of Canaccord Genuity's expectations.

While the level of occupancy to start 2025 was lower than anticipated, the broker argues management commentary around the increasing level of enquiries suggests some occupancy support this year.

Occupancy can potentially step up again in 2026 as funding to the sector increases, the broker notes.

Canaccord sees strong free cash flow, positive margin momentum, a sound balance sheet, and earnings growth accelerating over the next 18 months. Target rises to $1.51 from $1.46, Buy retained.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 6.00 cents and EPS of 10.00 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 6.00 cents and EPS of 11.00 cents.
Access Extra Coverage Research History >

GEM STOCK CHART

FNArena News on GEM

1
Rudi’s View: Best Buys In Copper, Small Caps, Tech, Healthcare, And More

Mar 20 2025 - Rudi's View
2
Australian Broker Call *Extra* Edition – Mar 04, 2025

Mar 04 2025 - Daily Market Reports
3
FNArena Corporate Results Monitor – 26-02-2025

Feb 26 2025 - Australia
4
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Feb 06 2025 - Rudi's View
5
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Jan 30 2025 - Rudi's View

Latest Childcare News

1
More Fun In The Sandpit

Jun 26 2020 - Weekly Reports
2
Treasure Chest: G8 Education Faces Difficulties

Jul 16 2019 - Treasure Chest
3
Strong Growth Expected From Think Childcare

May 29 2019 - Small Caps
4
Turning Around G8 Education

Jan 30 2019 - Australia
5
Better 2019 Expected From G8 Education

Nov 20 2018 - Australia
6
Think Upside

Nov 13 2018 - Small Caps
7
Bumper Supply Constraining Childcare Profits

Jun 20 2018 - Australia
8
G8 Education Could Perform Better By 2019

Apr 16 2018 - Australia
9
Growing Opportunity For G8 Education

Mar 14 2018 - Australia
10
Buying Opportunity Presents In G8 Education

Dec 05 2017 - Australia