HELIA GROUP LIMITED (HLI)
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HLI - HELIA GROUP LIMITED

FNArena Sector : Insurance
Year End: December
GICS Industry Group : Diversified Financials
Debt/EBITDA: N/A
Index: ASX300 | ALL-ORDS

This is the company formerly known as Genworth Mortgage Insurance Australia. It changed its name to Helia Group in May 2023.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.54

22 Sep
2023

0.040

OPEN

$3.48

1.14%

HIGH

$3.56

1,018,912

LOW

$3.44

TARGET
$3.40 -4.0% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AUB . CVW . FCL . GDG . IAG . MPL . NHF . NOL . PSI . QBE . SDF . SUN . TWR .
FNARENA'S MARKET CONSENSUS FORECASTS
HLI: 1
Title FY21
Actual		 FY22
Actual		 FY23
Forecast		 FY24
Forecast
EPS (cps) xxx 48.9 87.2 xxx
DPS (cps) xxx 53.0 31.5 xxx
EPS Growth xxx 4.5% 78.5% xxx
DPS Growth xxx 82.8% - 40.6% xxx
PE Ratio xxx N/A 4.1 xxx
Dividend Yield xxx N/A 8.9% xxx
Div Pay Ratio(%) xxx 108.5% 36.1% xxx

Dividend yield today if purchased 3 years ago: 33.76%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 14.97

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: 05/09 - ex-div 14c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx48.9
DPS All xxxxxxxxxxxxxxx53.0
Sales/Revenue xxxxxxxxxxxxxxx438.5 M
Book Value Per Share xxxxxxxxxxxxxxx409.0
Net Operating Cash Flow xxxxxxxxxxxxxxx76.1 M
Net Profit Margin xxxxxxxxxxxxxxx42.59 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx12.54 %
Return on Invested Capital xxxxxxxxxxxxxxx11.12 %
Return on Assets xxxxxxxxxxxxxxx5.02 %
Return on Equity xxxxxxxxxxxxxxx12.54 %
Return on Total Capital xxxxxxxxxxxxxxx16.49 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-67.6 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 xxxxxxxxxxxxxxx2 M
Long Term Debt xxxxxxxxxxxxxxx189 M
Total Debt xxxxxxxxxxxxxxx191 M
Goodwill - Gross xxxxxxxxxxxxxxx9 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx24 M
Price To Book Value xxxxxxxxxxxxxxx0.67

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201720182019202020212022
Capex xxxxxxxxxxxxxxx0.6 M
Capex % of Sales xxxxxxxxxxxxxxx0.14 %
Cost of Goods Sold xxxxxxxxxxxxxxx-
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx196 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx3,240 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

5

xxxxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

23/08/2023

3

Hold

$3.70

4.52%

Helia Group's insurance revenue was higher than expected in the first half and Ord Minnett lifts near-term forecasts materially. The broker also reduces the share count and assumes less capital is retained within the business.

The financial health of the company now makes the risk that economic deterioration could absorb capital less likely while the outlook for house prices and unemployment is not as dire as previously feared.

The outlook is still inclined to be difficult and the broker suspects an annualised return on equity north of 20% from the first half will trend down towards the cost of equity over time. Hold retained. Target rises to $3.70 from $3.40.

FORECAST
Ord Minnett forecasts a full year FY23 dividend of 35.00 cents and EPS of 108.30 cents.
Ord Minnett forecasts a full year FY24 dividend of 30.00 cents and EPS of 72.50 cents.
Access Stockbroker Research History >

HLI STOCK CHART

FNArena News on HLI

1
FNArena Corporate Results Monitor – 23-08-2023

Aug 23 2023 - Australia
2
Rudi’s View: Helia, Hub24, Judo, QBE, ResMed, Santos, Telstra & Xero

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3
Australian Broker Call *Extra* Edition – May 10, 2023

May 10 2023 - Daily Market Reports
4
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Mar 30 2023 - ESG Focus
5
Australian Broker Call *Extra* Edition – Mar 08, 2023

Mar 08 2023 - Daily Market Reports

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