Assessing Superloop (ASX:SLC) Valuation After Profit Return And Lightning Broadband Acquisition

Simply Wall St.

Feb 20

Superloop (ASX:SLC) is back on investors’ radars after its half year to December 31, 2025, showed higher sales and a return to profit, alongside the Lightning Broadband acquisition. See our latest ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2612231743"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2612231743\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2612231743?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/9021000-choice2-main-header/1585186684476","is_english":true,"pubTime":"2026-02-20 04:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2612231743","market":"nz","top_or_hot":-1,"title":"Assessing Superloop (ASX:SLC) Valuation After Profit Return And Lightning Broadband Acquisition","media":"Simply Wall St.","content":"<div>\n<p>Superloop (ASX:SLC) is back on investors’ radars after its half year to December 31, 2025, showed higher sales and a return to profit, alongside the Lightning Broadband acquisition. See our latest ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/telecom/asx-slc/superloop-shares/news/assessing-superloop-asxslc-valuation-after-profit-return-and\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Superloop (ASX:SLC) Valuation After Profit Return And Lightning Broadband Acquisition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Superloop (ASX:SLC) Valuation After Profit Return And Lightning Broadband Acquisition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-20 04:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/telecom/asx-slc/superloop-shares/news/assessing-superloop-asxslc-valuation-after-profit-return-and><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Superloop (ASX:SLC) is back on investors’ radars after its half year to December 31, 2025, showed higher sales and a return to profit, alongside the Lightning Broadband acquisition. See our latest ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/telecom/asx-slc/superloop-shares/news/assessing-superloop-asxslc-valuation-after-profit-return-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SLC.AU","symbol_name":"SUPERLOOP LTD","start_time":0,"source_url":"https://simplywall.st/stocks/au/telecom/asx-slc/superloop-shares/news/assessing-superloop-asxslc-valuation-after-profit-return-and","article_id":"2612231743","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9021000-choice2-main-header/1585186684476"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/telecom/asx-slc/superloop-shares/news/assessing-superloop-asxslc-valuation-after-profit-return-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612231743","pubTimestamp":1771532528,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Superloop (ASX:SLC) is back on investors’ radars after its half year to December 31, 2025, showed higher sales and a return to profit, alongside the Lightning Broadband acquisition.\nSee our latest analysis for Superloop.\nSuperloop’s recent half year profit and the Lightning Broadband acquisition have come alongside strong share price momentum, with a 7 day share price return of 20.76% and a 1 year total shareholder return of 33.80%. The 3 year total shareholder return above 3x suggests longer...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"SLC.AU":"SUPERLOOP LTD","BK7015":"非传统电信运营商"},"translate_title":"评估利润回报和收购Lightning Broadband后Superloop(ASX：SLC)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SLC.AU":1.5},"content_text":"Superloop (ASX:SLC) is back on investors’ radars after its half year to December 31, 2025, showed higher sales and a return to profit, alongside the Lightning Broadband acquisition. See our latest analysis for Superloop. Superloop’s recent half year profit and the Lightning Broadband acquisition have come alongside strong share price momentum, with a 7 day share price return of 20.76% and a 1 year total shareholder return of 33.80%. The 3 year total shareholder return above 3x suggests longer term holders have already seen substantial gains. If you are looking beyond telecommunications for your next idea, this could be a good moment to widen the lens and check out 2 top founder-led companies as potential future winners. With the share price up strongly over 1 and 3 years, and Superloop now profitable with A$318.98 million in half year revenue, the key question is whether today’s valuation still leaves upside, or whether the market is already pricing in future growth. AdvertisementMost Popular Narrative: 18.2% Undervalued Superloop’s most followed valuation narrative points to a fair value of A$3.48 per share versus the last close at A$2.85, so the story here is about whether that gap is justified by future cash flows and margins.  The rapid uplift in high-speed data demand, driven by cloud computing, streaming, and the nbn's upgrade of 100-meg plans to 500-meg and introduction of new 2-gig segments, is creating an outsized opportunity in premium fibre connectivity where Superloop already commands a leading position in net new orders. This should accelerate top-line revenue growth and expand ARPU as higher-value plans proliferate.  Read the complete narrative. Curious what revenue mix, margin expansion and earnings step up are baked into that A$3.48 fair value tag, and how long the market is assumed to wait for it? The full narrative lays out a detailed path of higher speed plans, recurring fibre contracts and profit margins that need to hold up over time, plus the implied earnings multiple that ties it all together. Result: Fair Value of A$3.48 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you also need to weigh up risks such as tougher broadband pricing and any missteps on future acquisitions, which could quickly challenge this 18.2% undervalued story. Find out about the key risks to this Superloop narrative. Another View: Earnings Multiple Paints a Hotter Picture While the narrative points to Superloop being 18.2% undervalued, its current P/E of 104x tells a very different story when you compare it with a peer average of 28.1x, a global telecom average of 16.2x, and a fair ratio of 46.5x that the market could move towards. In plain terms, the share price is already assigning a very rich earnings tag, which leaves less room for error if forecasts or margins fall short. The question for you is whether that kind of premium feels like a risk worth taking given the growth assumptions behind it. See what the numbers say about this price — find out in our valuation breakdown. ASX:SLC P/E Ratio as at Feb 2026Next Steps Feeling torn between the upbeat growth story and the rich P/E tag? For a fuller perspective, explore the complete overview with 4 key rewards and 1 important warning sign. Looking for more investment ideas? If this story has you thinking harder about where your money works best, do not stop here. The next opportunity you care about might already be on our screener.  Target potential mispricing by checking companies our tool ranks as 11 high quality undervalued stocks, where solid fundamentals and lower prices sit side by side. Seek more dependable cash flow by focusing on income names in our 9 dividend fortresses, all offering yields of 5% or higher. Emphasise capital protection by scanning the 6 resilient stocks with low risk scores that combine resilient balance sheets with lower overall risk scores.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}