DICKER DATA LIMITED (DDR)
Share Price Analysis and Chart

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DDR - DICKER DATA LIMITED

FNArena Sector : Hardware & Equipment
Year End: December
GICS Industry Group : Technology Hardware & Equipment
Debt/EBITDA: 2.44
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

$9.61

25 Sep
2023

-0.010

OPEN

$9.68

-0.10%

HIGH

$9.69

61,912

LOW

$9.50

TARGET
$9.80 2.0% upside
Franking for last dividend paid out: 100%
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FNARENA'S MARKET CONSENSUS FORECASTS
DDR: 1
Title FY21
Actual		 FY22
Actual		 FY23
Forecast		 FY24
Forecast
EPS (cps) xxx 41.8 44.6 xxx
DPS (cps) xxx 41.5 37.9 xxx
EPS Growth xxx - 1.9% 6.6% xxx
DPS Growth xxx - 1.2% - 8.7% xxx
PE Ratio xxx N/A 21.6 xxx
Dividend Yield xxx N/A 3.9% xxx
Div Pay Ratio(%) xxx 99.3% 85.1% xxx

Dividend yield today if purchased 3 years ago: 5.39%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.31

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: 16/08 - ex-div 10c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx41.8
DPS All xxxxxxxxxxxxxxx41.5
Sales/Revenue xxxxxxxxxxxxxxx3,103.7 M
Book Value Per Share xxxxxxxxxxxxxxx127.8
Net Operating Cash Flow xxxxxxxxxxxxxxx1.1 M
Net Profit Margin xxxxxxxxxxxxxxx2.35 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx35.77 %
Return on Invested Capital xxxxxxxxxxxxxxx27.29 %
Return on Assets xxxxxxxxxxxxxxx7.61 %
Return on Equity xxxxxxxxxxxxxxx35.77 %
Return on Total Capital xxxxxxxxxxxxxxx24.20 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-101.3 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 201720182019202020212022
Short-Term Debt xxxxxxxxxxxxxxx244 M
Long Term Debt xxxxxxxxxxxxxxx66 M
Total Debt xxxxxxxxxxxxxxx311 M
Goodwill - Gross xxxxxxxxxxxxxxx59 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx12 M
Price To Book Value xxxxxxxxxxxxxxx7.97

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201720182019202020212022
Capex xxxxxxxxxxxxxxx11.4 M
Capex % of Sales xxxxxxxxxxxxxxx0.37 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,963 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx25 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx-

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

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

UBS

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

31/08/2023

1

Overweight

$10.00

4.06%

Dicker Data posted first half results that were in line with Morgan Stanley's estimates. The broker acknowledges being too early calling an inflection point back in February but believes this is now starting to play out, albeit at a slower pace.

The broker found two incremental takeaways from the report: the business is on track to meet or beat estimates in 2023 despite subdued PC growth as software momentum has been strong, and it is clear that supply chains are easing.

Overweight rating and $10.00 target. Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY23 dividend of 43.80 cents and EPS of 46.10 cents.
Morgan Stanley forecasts a full year FY24 dividend of 48.80 cents and EPS of 51.30 cents.
Access Stockbroker Research History >

DDR STOCK CHART

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