Technology One Limited (TNE)

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As at 31/12/2012 : see details at www.technologyonecorp.com   (new window? Shift+Click)

05/12/2012          


Half-yearly Performance & Estimates - TNE

(To be completed)

Year-end March FY11A 1H12A FY12A 1H13A FY13A FY14E FY15E
Sales, $m 153.4 76.6 164.4 76.0 180.5 193.0 211.0
EBITDA, $m 30.9 11.5 35.2 13.1 40.3 44.2 48.0
EBIT, $m 25.7 8.6 29.5 10.2 34.8 38.9 44.2
Report NPAT, $m 20.3 7.4 23.6 27.0
Adj. NPAT, $m 31.0 35.2
Reported EPS, ¢ 7.00 2.00 7.73 3.00 8.80
Adjusted EPS, ¢ 7.63 8.69 10.00 11.30
EPS %FY/Growth % % 13%
Dividend, ¢ 4.62 1.61 5.09 1.77 5.60 6.60 7.40
Franking, % 100% 100% 100% 100% 85% 85% 85%
EBITDA Margin 0 % 0 % % 22.9% 22.7%
NPAT Margin 13% 14% 15.0% 16.1% 16.7%
ROE, % 30% 32% 31.2%
EBIT/Interest 3
Net Debt / Equity -0.49 -0.56 -0.72
CashFlow/Sh, ¢ 7.0 1.4 9.2 3.6 10.7 11.7 13.0
Y/E Shares, m 303.1 303.4 304.9 305.4 306.6
Notes
Data sourced from IRESS Market Technology Limited. EPS Growth compared with the pcp is shown in most columns, except 1H11A and 1H12A which show the first half % of full year EPS. In a handful of cases, unadjusted share splits may give strange changes in ratios.


Company Overview


                Profile

Technology One

Rating:    

Category:    Potent Stock ;      Midcaps

Action:        

Website:    www.technologyonecorp.com

ASX code: TNE
Closing Price, 30/12/2013: $ 2.310
Market Capitalisation: $ 726 million
52 Week High: $ 2.50
52 Week Low: $ 1.36
Sector: Application Software
Index: S&P/ASX All Index

Summary of Fundamentals

Year-end September FY11A FY12A FY13E FY14E
NPAT, $m 20.3 23.6 31.0 35.2
Reported EPS, ¢ 7.00 8.00
Adjusted EPS, ¢ 8.70 10.00 11.30
EPS Growth, % 17% 24% 15% 13%
P/E Ratio, x 33.00 26.55 23.10 20.44
Dividend, ¢ 6.12 5.09 6.60 7.40
Franking, % 100% 90% 90% 90%
Div. Yield, % 2.65 2.20 2.86 3.20

Notes

Our Adjusted EPS is used for the last year and forward estimates and as basis for EPS Growth and P/E Ratio. We currently use Reported data for all historic NPAT, for the prior year EPS and as base for last year EPS growth.
Data & Chart sourced from IRESS Market Technology Ltd.

One Year Chart

As at 30 December 2013 TNE.png

Other Highlights

Sector: Application Software
Return on Equity, FY12 : 32%
Net Debt to Equity, FY12 : -56 %
EBIT / Interest Cover, FY12 : -34.22 x
Gicscode: 45103010
First Listed: 8-Dec-99

Business Activities

Technology One Limited (TNE) is an end-to-end enterprise software provider and consultant, servicing business, government, financial services, health and community, education, and utilities sectors. Software is aimed at 'out-of-the-box' functionality.



Glossary:

      "A Core Stock" - reliable long-term yield & growth
     "We like it" - a seasoned performer, growth & yield
     "A tough scout" - creating a potential breakthrough
     "A steady performer" - giving reliable yield or growth
  Best Stocks   Portfolio of selected attractive investments
  Potential   Stocks that may have good improvement prospects
  Speculative   More risky usually smaller stocks with spec. upside
  Midcaps    In RR Midcap Index, $ 70m to 1,500m market cap.
  Large Stocks   Larger Stocks upwards of $ 1,500m market cap





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