Latest news with #InfomediaLtd
Yahoo
27-05-2025
- Business
- Yahoo
Infomedia (ASX:IFM) investors are sitting on a loss of 19% if they invested three years ago
In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund. But its virtually certain that sometimes you will buy stocks that fall short of the market average returns. We regret to report that long term Infomedia Ltd (ASX:IFM) shareholders have had that experience, with the share price dropping 26% in three years, versus a market return of about 26%. And over the last year the share price fell 23%, so we doubt many shareholders are delighted. Since shareholders are down over the longer term, lets look at the underlying fundamentals over the that time and see if they've been consistent with returns. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price. During the unfortunate three years of share price decline, Infomedia actually saw its earnings per share (EPS) improve by 16% per year. Given the share price reaction, one might suspect that EPS is not a good guide to the business performance during the period (perhaps due to a one-off loss or gain). Or else the company was over-hyped in the past, and so its growth has disappointed. It's worth taking a look at other metrics, because the EPS growth doesn't seem to match with the falling share price. We note that, in three years, revenue has actually grown at a 8.5% annual rate, so that doesn't seem to be a reason to sell shares. It's probably worth investigating Infomedia further; while we may be missing something on this analysis, there might also be an opportunity. You can see how earnings and revenue have changed over time in the image below (click on the chart to see the exact values). We like that insiders have been buying shares in the last twelve months. Having said that, most people consider earnings and revenue growth trends to be a more meaningful guide to the business. If you are thinking of buying or selling Infomedia stock, you should check out this free report showing analyst profit forecasts. As well as measuring the share price return, investors should also consider the total shareholder return (TSR). Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of Infomedia, it has a TSR of -19% for the last 3 years. That exceeds its share price return that we previously mentioned. And there's no prize for guessing that the dividend payments largely explain the divergence! While the broader market gained around 10% in the last year, Infomedia shareholders lost 21% (even including dividends). Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. Unfortunately, last year's performance may indicate unresolved challenges, given that it was worse than the annualised loss of 2% over the last half decade. Generally speaking long term share price weakness can be a bad sign, though contrarian investors might want to research the stock in hope of a turnaround. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. To that end, you should be aware of the 2 warning signs we've spotted with Infomedia . There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of undervalued small cap companies that insiders are buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Australian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
13-05-2025
- Business
- Yahoo
High Growth Tech Stocks In Australia Featuring 3 Dynamic Picks
The Australian market recently experienced a boost following a policy reversal by Trump, granting a 90-day reprieve on China tariffs, which positively impacted the ASX. In this dynamic environment, identifying high growth tech stocks that can capitalize on shifting global policies and investor sentiment is crucial for those looking to navigate the evolving landscape of Australia's tech sector. Name Revenue Growth Earnings Growth Growth Rating Gratifii 42.14% 113.99% ★★★★★★ Pro Medicus 22.19% 23.49% ★★★★★★ WiseTech Global 20.14% 25.01% ★★★★★★ Wrkr 57.01% 116.83% ★★★★★★ AVA Risk Group 29.15% 108.15% ★★★★★★ BlinkLab 65.54% 64.35% ★★★★★★ Pointerra 50.42% 159.12% ★★★★★☆ Immutep 54.51% 42.38% ★★★★★☆ Echo IQ 61.50% 65.86% ★★★★★★ SiteMinder 19.87% 69.57% ★★★★★☆ Click here to see the full list of 48 stocks from our ASX High Growth Tech and AI Stocks screener. We're going to check out a few of the best picks from our screener tool. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Energy One Limited offers software solutions, outsourced operations, and advisory services to wholesale energy, environmental, and carbon trading markets across Australasia and Europe with a market cap of A$422.96 million. Operations: The company generates revenue primarily from its Energy Software Industry segment, amounting to A$55.81 million. Energy One has demonstrated robust growth, notably outpacing the software industry with a 273.3% earnings surge over the past year, compared to the industry's average of 4.9%. This performance is underscored by its recent inclusion in the S&P/ASX All Ordinaries Index and a significant turnaround in financials—posting AUD 28.82 million in revenue and converting a previous loss into an AUD 2.46 million net income for the last half-year. The company's forward-looking indicators are equally promising, with earnings expected to grow by 42% annually, significantly above Australia's market average growth rate of 11.7%. Despite these strong prospects, it's important to note that EOL's forecasted return on equity is modest at 15.5%, suggesting potential challenges in sustaining high profitability relative to shareholder equity. Click here and access our complete health analysis report to understand the dynamics of Energy One. Learn about Energy One's historical performance. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Infomedia Ltd is a technology company that develops and supplies electronic parts catalogues, service quoting software, and e-commerce solutions for the automotive industry worldwide, with a market cap of A$486.83 million. Operations: Infomedia Ltd generates revenue primarily from its publishing segment, specifically in periodicals, amounting to A$142.41 million. Infomedia, navigating a dynamic tech landscape, has recently intensified its R&D efforts with an investment surge, signaling a robust commitment to innovation. In the last financial year, R&D expenses climbed to AUD 15.3 million from AUD 12.7 million, representing a significant portion of revenue at 21%. This strategic focus is evident as Infomedia's earnings soared by 61.3% over the past year, outstripping the software industry's average growth of 4.9%. Alongside this growth trajectory, the company implemented a share repurchase program aimed at buying back up to 5% of its issued capital by early March next year; this move underscores management's confidence in sustaining momentum amidst evolving market demands and technological advancements. Take a closer look at Infomedia's potential here in our health report. Evaluate Infomedia's historical performance by accessing our past performance report. Simply Wall St Growth Rating: ★★★★★☆ Overview: SiteMinder Limited provides an online guest acquisition platform and commerce solutions for accommodation providers globally, with a market cap of approximately A$1.18 billion. Operations: SiteMinder generates revenue primarily from its software and programming segment, totaling A$203.65 million. The company's focus is on developing and marketing solutions that enhance guest acquisition for accommodation providers both in Australia and internationally. SiteMinder, amidst a challenging landscape, has demonstrated resilience with its recent financial performance. For the half-year ending December 2024, revenue rose to AUD 104.45 million from AUD 91.72 million in the previous period, marking an annualized increase of approximately 13.9%. However, the company still faces hurdles as evidenced by a consistent net loss of AUD 13.89 million. Despite these challenges, SiteMinder's commitment to growth is evident in its R&D investments which are crucial for innovation and maintaining competitiveness in the fast-evolving tech sector. This strategic focus on development could be pivotal for future profitability and market position enhancement. Click to explore a detailed breakdown of our findings in SiteMinder's health report. Explore historical data to track SiteMinder's performance over time in our Past section. Delve into our full catalog of 48 ASX High Growth Tech and AI Stocks here. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Invest smarter with the free Simply Wall St app providing detailed insights into every stock market around the globe. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ASX:EOL ASX:IFM and ASX:SDR. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
06-03-2025
- Business
- Yahoo
Insider Spends AU$140k Buying More Shares In Infomedia
Whilst it may not be a huge deal, we thought it was good to see that the Infomedia Ltd (ASX:IFM) CEO, MD & Director, Jens Monsees, recently bought AU$140k worth of stock, for AU$1.44 per share. While we're hesitant to get too excited about a purchase of that size, we do note it increased their holding by a solid 23%. See our latest analysis for Infomedia Notably, that recent purchase by Jens Monsees is the biggest insider purchase of Infomedia shares that we've seen in the last year. That means that an insider was happy to buy shares at above the current price of AU$1.35. Their view may have changed since then, but at least it shows they felt optimistic at the time. We always take careful note of the price insiders pay when purchasing shares. Generally speaking, it catches our eye when insiders have purchased shares at above current prices, as it suggests they believed the shares were worth buying, even at a higher price. In the last twelve months Infomedia insiders were buying shares, but not selling. You can see the insider transactions (by companies and individuals) over the last year depicted in the chart below. By clicking on the graph below, you can see the precise details of each insider transaction! There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of undervalued small cap companies that insiders are buying. Another way to test the alignment between the leaders of a company and other shareholders is to look at how many shares they own. A high insider ownership often makes company leadership more mindful of shareholder interests. From looking at our data, insiders own AU$7.4m worth of Infomedia stock, about 1.5% of the company. We prefer to see high levels of insider ownership. It's certainly positive to see the recent insider purchase. We also take confidence from the longer term picture of insider transactions. We would certainly prefer see higher levels of insider ownership but analysis of the insider transactions suggests that Infomedia insiders are expecting a bright future. So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing. At Simply Wall St, we found 2 warning signs for Infomedia that deserve your attention before buying any shares. But note: Infomedia may not be the best stock to buy. So take a peek at this free list of interesting companies with high ROE and low debt. For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
28-02-2025
- Business
- Yahoo
We Think Infomedia's (ASX:IFM) Robust Earnings Are Conservative
Infomedia Ltd (ASX:IFM) just reported healthy earnings but the stock price didn't move much. Our analysis suggests that investors might be missing some promising details. See our latest analysis for Infomedia As finance nerds would already know, the accrual ratio from cashflow is a key measure for assessing how well a company's free cash flow (FCF) matches its profit. The accrual ratio subtracts the FCF from the profit for a given period, and divides the result by the average operating assets of the company over that time. You could think of the accrual ratio from cashflow as the 'non-FCF profit ratio'. As a result, a negative accrual ratio is a positive for the company, and a positive accrual ratio is a negative. That is not intended to imply we should worry about a positive accrual ratio, but it's worth noting where the accrual ratio is rather high. That's because some academic studies have suggested that high accruals ratios tend to lead to lower profit or less profit growth. Infomedia has an accrual ratio of -0.20 for the year to December 2024. That implies it has very good cash conversion, and that its earnings in the last year actually significantly understate its free cash flow. To wit, it produced free cash flow of AU$29m during the period, dwarfing its reported profit of AU$15.9m. Infomedia shareholders are no doubt pleased that free cash flow improved over the last twelve months. Having said that, there is more to the story. We can see that unusual items have impacted its statutory profit, and therefore the accrual ratio. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Infomedia's profit was reduced by unusual items worth AU$7.3m in the last twelve months, and this helped it produce high cash conversion, as reflected by its unusual items. This is what you'd expect to see where a company has a non-cash charge reducing paper profits. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And that's hardly a surprise given these line items are considered unusual. If Infomedia doesn't see those unusual expenses repeat, then all else being equal we'd expect its profit to increase over the coming year. Considering both Infomedia's accrual ratio and its unusual items, we think its statutory earnings are unlikely to exaggerate the company's underlying earnings power. Based on these factors, we think Infomedia's underlying earnings potential is as good as, or probably even better, than the statutory profit makes it seem! So if you'd like to dive deeper into this stock, it's crucial to consider any risks it's facing. Every company has risks, and we've spotted 2 warning signs for Infomedia you should know about. Our examination of Infomedia has focussed on certain factors that can make its earnings look better than they are. And it has passed with flying colours. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
