Assessing Super Retail Group’s Valuation After Half Year Earnings And Dividend Update

Simply Wall St.

8 hours ago

Super Retail Group (ASX:SUL) is back in focus after its half year earnings update, which showed sales and revenue figures alongside a lower net income, and came with a fully franked interim dividend ...

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/2618139729"},"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:\"2618139729\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2618139729?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/5647527-main-header/1585186740462","is_english":true,"pubTime":"2026-03-11 11:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2618139729","market":"us","top_or_hot":-1,"title":"Assessing Super Retail Group’s Valuation After Half Year Earnings And Dividend Update","media":"Simply Wall St.","content":"<div>\n<p>Super Retail Group (ASX:SUL) is back in focus after its half year earnings update, which showed sales and revenue figures alongside a lower net income, and came with a fully franked interim dividend ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/retail/asx-sul/super-retail-group-shares/news/assessing-super-retail-groups-valuation-after-half-year-earn\">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 Super Retail Group’s Valuation After Half Year Earnings And Dividend Update</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 Super Retail Group’s Valuation After Half Year Earnings And Dividend Update\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-11 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/retail/asx-sul/super-retail-group-shares/news/assessing-super-retail-groups-valuation-after-half-year-earn><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Retail Group (ASX:SUL) is back in focus after its half year earnings update, which showed sales and revenue figures alongside a lower net income, and came with a fully franked interim dividend ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/retail/asx-sul/super-retail-group-shares/news/assessing-super-retail-groups-valuation-after-half-year-earn\">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":"BK7128","symbol_name":"专卖店","start_time":0,"source_url":"https://simplywall.st/stocks/au/retail/asx-sul/super-retail-group-shares/news/assessing-super-retail-groups-valuation-after-half-year-earn","article_id":"2618139729","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/5647527-main-header/1585186740462"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/retail/asx-sul/super-retail-group-shares/news/assessing-super-retail-groups-valuation-after-half-year-earn","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2618139729","pubTimestamp":1773199640,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Super Retail Group (ASX:SUL) is back in focus after its half year earnings update, which showed sales and revenue figures alongside a lower net income, and came with a fully franked interim dividend declaration.\nSee our latest analysis for Super Retail Group.\nAt a share price of A$14.74, Super Retail Group has seen a 1.87% 30 day share price return and a 6.94% share price decline year to date. The 1 year total shareholder return of 13.36% and 5 year total shareholder return of 83.53% indicate...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7128":"专卖店","SUL.AU":"SUPER RETAIL GROUP LTD"},"translate_title":"评估超级零售集团半年盈利和股息更新后的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SUL.AU":1},"content_text":"Super Retail Group (ASX:SUL) is back in focus after its half year earnings update, which showed sales and revenue figures alongside a lower net income, and came with a fully franked interim dividend declaration. See our latest analysis for Super Retail Group. At a share price of A$14.74, Super Retail Group has seen a 1.87% 30 day share price return and a 6.94% share price decline year to date. The 1 year total shareholder return of 13.36% and 5 year total shareholder return of 83.53% indicate that, despite recent softness around the half year earnings, longer term investors have still seen solid gains as the market digests higher sales, lower net income and the fully franked dividend. If this earnings update has you reviewing your watchlist, it could be a good moment to scan our list of 4 top founder-led companies as potential new ideas to research next. So with Super Retail Group trading at A$14.74, showing a modest discount to analyst price targets and an indicated intrinsic discount, are you looking at a genuine value opportunity here, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 10.1% Undervalued With Super Retail Group last closing at A$14.74 against a narrative fair value of about A$16.40, the current price sits below what that model suggests, and the story behind that gap rests heavily on how stores, digital channels and the supply chain work together over time.  Acceleration of online and omnichannel capabilities, highlighted by 8% online sales growth, high adoption of Click & Collect (SRG's most profitable channel), and the new automated Victorian distribution centre (to be fully operational by late 2026), is expected to boost sales reach, operational efficiency, and long-term earnings leverage.  Read the complete narrative. Curious what assumptions sit behind that fair value gap? The narrative leans on steadier revenue growth, firmer margins and a lower earnings multiple than many peers. The exact mix of those ingredients might surprise you. Result: Fair Value of A$16.40 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you also need to weigh up the risk that higher capital spending and rising retail theft could squeeze margins and challenge those earnings assumptions. Find out about the key risks to this Super Retail Group narrative. Another Angle: Earnings Multiple Sends A Mixed Signal While our DCF model suggests Super Retail Group at A$14.74 is around 12% below its estimated future cash flow value of A$16.76, the P/E of 17x sits slightly above the Australian Specialty Retail industry at 16.7x, but below peers at 24.4x and a fair ratio of 20.3x. This raises the question of whether you see that gap as valuation risk or potential upside. Look into how the SWS DCF model arrives at its fair value. SUL Discounted Cash Flow as at Mar 2026Next Steps If this all feels finely balanced, now is the time to review the numbers yourself and decide where you stand, starting with 2 key rewards and 1 important warning sign. Ready for more investment ideas? If Super Retail Group is on your radar, do not stop there. A broader list of opportunities could help you build a stronger, more resilient portfolio.  Spot potential bargains early by reviewing our list of 7 high quality undervalued stocks that currently screen well on quality and price. Prioritise resilience by scanning 8 resilient stocks with low risk scores that score strongly on our risk checks and may help steady your portfolio. Hunt for fresh ideas by checking the screener containing 13 high quality undiscovered gems that most investors are not looking at yet.   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"}}}