OOH!MEDIA LIMITED (OML)
Share Price Analysis and Chart

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OML

OML - OOH!MEDIA LIMITED

FNArena Sector : Out of Home Advertising
Year End: December
GICS Industry Group : Media
Debt/EBITDA: 3.36
Index: ASX300 | ALL-ORDS

oOh!media is an Australian outdoor media and advertising company. It also owns digital publisher Junkee Media and printing business Cactus. The company has been listed on the ASX since 2014.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.66

19 Aug
2025

0.070

OPEN

$1.64

4.40%

HIGH

$1.70

2,327,781

LOW

$1.61

TARGET
$2.00 20.5% upside
Franking for last dividend paid out: 100%
FNARENA'S MARKET CONSENSUS FORECASTS
OML: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 6.8 13.1 xxx
DPS (cps) xxx 5.3 6.0 xxx
EPS Growth xxx 8.6% 91.5% xxx
DPS Growth xxx 0.0% 13.7% xxx
PE Ratio xxx N/A 13.1 xxx
Dividend Yield xxx N/A 3.5% xxx
Div Pay Ratio(%) xxx 76.8% 45.5% xxx

Dividend yield today if purchased 3 years ago: 4.23%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.07

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: 28/08 - ex-div 1.75c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx6.8
DPS All xxxxxxxxxxxxxxx5.3
Sales/Revenue xxxxxxxxxxxxxxx635.6 M
Book Value Per Share xxxxxxxxxxxxxxx138.6
Net Operating Cash Flow xxxxxxxxxxxxxxx180.7 M
Net Profit Margin xxxxxxxxxxxxxxx5.75 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx4.91 %
Return on Invested Capital xxxxxxxxxxxxxxx2.46 %
Return on Assets xxxxxxxxxxxxxxx2.12 %
Return on Equity xxxxxxxxxxxxxxx4.91 %
Return on Total Capital xxxxxxxxxxxxxxx6.21 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx110.8 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx152 M
Long Term Debt xxxxxxxxxxxxxxx805 M
Total Debt xxxxxxxxxxxxxxx957 M
Goodwill - Gross xxxxxxxxxxxxxxx614 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx20 M
Price To Book Value xxxxxxxxxxxxxxx0.85

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx45.0 M
Capex % of Sales xxxxxxxxxxxxxxx7.08 %
Cost of Goods Sold xxxxxxxxxxxxxxx495 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx39 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

1.0

No. Of Recommendations

3
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

19/08/2025

1

Buy

$2.00

20.48%

UBS believes the share price fall of -10% post 1H2025 results reflects an earnings miss of -2% and a notable increase in capex guidance to -$53m to -$63m from - $45m to -$55m, alongside moderating revenue growth to 5% in 3Q from 17% in 1H2025.

The earnings miss on better revenue infers margin pressure, with -$13.5m paid out to ad agencies as part of incentive schemes.

This is viewed as one-off. Buy rating and $2 target retained.

****

In a snapshot of oOh!media's 1H25 result, UBS notes strong revenues were offset by lower-than-expected gross profit margins, leading to -2% miss on EBITDA vs consensus.

On the positive side, 3Q25 revenue is tracking 5% y/y on stronger growth expectation in August/September. Outdoor industry is expected to grow mid-high single digits in 2H vs consensus for 6% revenue growth.

Gross margin is guided at 44%, in line with consensus, and implies strong 2H margin recovery. The broker sees upside to consensus revenue forecasts, but confidence in margin recovery is seen as key.

FORECAST
UBS forecasts a full year FY25 dividend of 5.00 cents and EPS of 13.00 cents.
UBS forecasts a full year FY26 dividend of 6.00 cents and EPS of 15.00 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxx xx xxxxxxxxxx xxxx xxxxx-xxxxxx

$xx.xx

xx.xx%

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

Canaccord Genuity

19/08/2025

1

Buy

$2.00

20.48%

oOh!media delivered H1 FY25 revenue of $336m, up 17% year-on-year and ahead of consensus. Unfortunately, Canaccord Genuity explains higher rent, incentives and opex offset the beat, leaving earnings (EBITDA) broadly in line at $62.2m.

Underlying profit rose 45% to $26.5m, with net debt of $105m supported by strong cash conversion, explains the analyst.

The broker notes gross margin fell -130bps to 41.8% but guidance for FY25 is 44%, with management expecting margin expansion in FY26 as new contracts mature.

Opex guidance has been lifted to -$159-161m and capex to -$53-63m to support growth initiatives.

The broker observes Q3 media revenue pacing of 5% year-on-year is trending below 2H consensus growth expectations of 7%, leading to modest forecast downgrades. Earnings (EBITDA) estimates are cut by -2-4% across FY25-27, with EPS lowered -2-3%.

Canaccord maintains its target price at $2.00 and a Buy rating.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 6.20 cents and EPS of 14.20 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 7.50 cents and EPS of 16.80 cents.
Access Extra Coverage Research History >

OML STOCK CHART

FNArena News on OML

1
Australian Broker Call *Extra* Edition – Aug 20, 2025

Aug 20 2025 - Daily Market Reports
2
Rudi’s View: Early August Signals & Observations

Aug 20 2025 - Rudi's View
3
FNArena Corporate Results Monitor – 19-08-2025

Aug 19 2025 - Australia
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Rudi’s View: AI Updates, Hot Favourites & First August Results

Aug 07 2025 - Rudi's View

Latest Out of Home Advertising News

1
oOh!media: Positive Signals

Apr 03 2023 - Australia
2
Delayed Recovery Ahead For oOh!media

Aug 25 2021 - Small Caps
3
Treasure Chest: Opportunity In oOh!media

Aug 03 2021 - Treasure Chest
4
oOh!media Reaps As Domestic Travel Returns

Dec 14 2020 - Small Caps
5
RESEARCH: Swift Media, A Triple Play Of Growth Drivers 

Apr 30 2019 - FYI
6
APN Outdoor Outlook Improves Substantially

May 29 2018 - Australia
7
Merry-Go-Round In Outdoor Advertising

Oct 04 2017 - Australia
8
oOh!media On A Roll

Aug 15 2017 - Small Caps
9
Outdoor Media Growth Robust, But Slowing

Jun 06 2017 - Australia
10
Brighter Outlook For APN News & Media

Mar 21 2017 - Small Caps