IDP EDUCATION LIMITED (IEL)
Share Price Analysis and Chart

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IEL - IDP EDUCATION LIMITED

FNArena Sector : Education & Tuition
Year End: June
GICS Industry Group : Consumer Services
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

IDP Education is an international organisation offering student placements in Australia, New Zealand, the UK and North America. It has been listed since 2015 when 50% shareholder Seek sold out. Seek had become a 50% shareholder in 2006. Today, 40% of the equity is owned by 38 Australian universities, of whom a majority is looking to sell.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$35.24

07 Dec
2021

1.640

OPEN

$34.19

4.88%

HIGH

$35.40

1,108,013

LOW

$33.93

TARGET
$36.70 4.1% upside
OTHER COMPANIES IN THE SAME SECTOR
3PL . RCL . CLU . RDH . JAN . OLL . EVO .
FNARENA'S MARKET CONSENSUS FORECASTS
IEL: 1
Title FY20
Actual		 FY21
Actual		 FY22
Forecast		 FY23
Forecast
EPS (cps) xxx 14.3 39.2 xxx
DPS (cps) xxx 0.0 26.1 xxx
EPS Growth xxx - 45.4% 100.0% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 90.3 xxx
Dividend Yield xxx N/A 0.7% xxx
Div Pay Ratio(%) xxx 0.0% 66.4% xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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: 05/03 - ex-div 16.5c (franking 17%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2021 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx14.3
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx525.6 M
Book Value Per Share xxxxxxxxxxxxxxx139.7
Net Operating Cash Flow xxxxxxxxxxxxxxx116.9 M
Net Profit Margin xxxxxxxxxxxxxxx7.55 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx10.15 %
Return on Invested Capital xxxxxxxxxxxxxxx7.67 %
Return on Assets xxxxxxxxxxxxxxx5.68 %
Return on Equity xxxxxxxxxxxxxxx10.15 %
Return on Total Capital xxxxxxxxxxxxxxx11.00 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx32.5 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

20/10/2021

3

Downgrade to Hold from Add

$38.20

8.40%

IDP Educations' trading update indicated a mostly strong recovery in growth, with IELTS volumes up 84% year on year, of which 55% was organic. However this required 120% growth from the northern hemisphere to counter -24% in Australia.

Growth in the US/Canada was the highlight for Morgans, supporting longer term growth expectations. But while the broker remains attracted to IDP's market share opportunity through acquisitions, valuation has now become stretched.

Target rises to $38.20 from $31.25, downgrade to Hold from Add.

FORECAST
Morgans forecasts a full year FY22 dividend of 28.00 cents and EPS of 40.00 cents.
Morgans forecasts a full year FY23 dividend of 44.00 cents and EPS of 63.00 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

IEL STOCK CHART

FNArena News on IEL

1
Rudi’s View: Australia’s Share Market Sweet Spot

Oct 28 2021 - Rudi's View
2
Weekly Ratings, Targets, Forecast Changes – 22-10-21

Oct 25 2021 - Weekly Reports
3
Treasure Chest: IDP Education To Dominate?

Oct 11 2021 - Treasure Chest
4
The Wrap: Artificial Intelligence, Construction Industry, Rising Bond Yield Winners & Small Cap Ideas

Oct 01 2021 - Weekly Reports
5
Australian Broker Call *Extra* Edition – Sep 28, 2021

Sep 28 2021 - Daily Market Reports

Latest Education & Tuition News

1
Treasure Chest: IDP Education To Dominate?

Oct 11 2021 - Treasure Chest
2
IDP Education Now Top IELTS Provider In India

Jul 05 2021 - Australia
3
Who’s Top Of The Class In Listed Education?

Apr 16 2021 - Weekly Reports
4
Buy IDP Education On Break-Out

Oct 27 2020 - Technicals
5
FNArena Corporate Results Monitor – 17-08-2020

Aug 17 2020 - Australia
6
Weekly Ratings, Targets, Forecast Changes – 03-07-20

Jul 06 2020 - Weekly Reports
7
RESEARCH: ReTech Technology, Fast-Growing EdTech Play

Oct 11 2019 - FYI
8
IDP Education Ahead Of The Rest

Feb 08 2019 - Australia
9
3P Learning Ripe For Re-Rating?

Feb 19 2018 - Small Caps
10
Headwinds Continue For Navitas

Aug 02 2017 - Australia