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Supply Network Limited (SNL.AX)

AUD31.33 -0.54 (-1.69%)
AU ASX Consumer Cyclical Auto - Parts
Address 1 Turnbull Close 2145
Pemulwuy, NSW, AU
CEO Geoffrey David Huston Stewart
IPO 1988-01-31
ISIN AU000000SNL5

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Description

Supply Network Limited specializes in providing replacement components for the commercial transport sector throughout Australia and New Zealand. The company distributes truck and bus parts under its Multispares brand, and also offers a comprehensive array of services, including expert parts identification, sourcing, supply chain oversight, and issue resolution. Established in 1986, its corporate headquarters are located in Pemulwuy, Australia.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
AUD31.33 -0.54 (-1.69%)
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Volume Profile
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Liquidity & share structure
Average Volume
53.9K
Beta
0.56
Float Shares
19.34M
Free Float %
44.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.11% +5.08% -2.15% -12.70% -9.30% -4.50% -23.40% +119.86% +330.56% +1,341.86% +5,640.74%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
31.33
DCF (Unlevered) 39.73 +26.8%
DCF (Levered) 20.74 -33.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 60% Bullish
Rating 2026-05 Change
Strong Buy 0 -1
Buy 3 0
Hold 1 0
Sell 0 0
Strong Sell 1 0
Quality scores
Altman Z-Score
13.55
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Auto - Parts: +7.8%
    +15.5% Q4'25: +37.7% (vs Q4'23)
  • EPS growth Auto - Parts: +18.0%
    +19.2% Q4'25: +44.4% (vs Q4'23)
  • FCF margin FCF growth · Auto - Parts: +53.1%
    +4.4% Q4'25: +8.9% (vs Q4'23)
  • EBIT margin Auto - Parts: +7.5%
    +16.7% Q4'25: +16.7% (vs Q4'23)
  • ROIC Auto - Parts: +6.4%
    +24.8% Q4'25: +43.6% (vs Q4'23)
  • Share dilution Auto - Parts: +0.0%
    +2.4% Q4'25: +4.5% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Auto - Parts: 0.27×
    0.81× Q4'25: 0.54× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.59) × ERP
WACC = 96% × Ke + 4% × Kd (4.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 39.73 Current price: 31.33
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2014
actual
Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
5 Rev. Ana.
4 EPS Ana.
Jun 2027
5 Rev. Ana.
4 EPS Ana.
Jun 2028
5 Rev. Ana.
3 EPS Ana.
Revenue
81.22M
est: 82.59M (-1.7%)
85.35M
est: 85.33M (+0.0%)
87.19M
est: 88.20M (-1.2%)
97.64M
est: 95.40M (+2.4%)
112.08M
est: 112.10M (0.0%)
123.89M
est: 123.10M (+0.6%)
136.83M
est: 136.80M (+0.0%)
162.58M
est: 158.50M (+2.6%)
198.43M
est: 197.10M (+0.7%)
252.25M
est: 250.05M (+0.9%)
302.60M
est: 301.95M (+0.2%)
349.46M
est: 351.37M (-0.5%)
403.71M
401.63M – 405.85M
+14.9% YoY
458.77M
454.62M – 464.77M
+13.6% YoY
511.23M
510.70M – 511.75M
+11.4% YoY
EBITDA
9.62M
est: 14.67M (-34.4%)
9.22M
est: 15.16M (-39.2%)
8.08M
est: 15.67M (-48.5%)
10.93M
est: 16.95M (-35.5%)
13.07M
est: 19.92M (-34.4%)
14.11M
est: 21.87M (-35.5%)
19.75M
est: 24.31M (-18.7%)
25.90M
est: 28.16M (-8.0%)
35.43M
est: 24.32M (+45.7%)
47.08M
est: 15.19M (+209.8%)
57.04M
est: 58.98M (-3.3%)
61.20M
est: 68.70M (-10.9%)
78.94M
78.53M – 79.36M
+14.9% YoY
89.70M
88.89M – 90.88M
+13.6% YoY
99.96M
99.86M – 100.06M
+11.4% YoY
EBIT
8.83M
est: 12.40M (-28.8%)
8.40M
est: 12.81M (-34.5%)
7.13M
est: 13.24M (-46.2%)
9.85M
est: 14.33M (-31.2%)
11.94M
est: 16.83M (-29.1%)
12.68M
est: 18.48M (-31.4%)
14.07M
est: 20.54M (-31.5%)
19.99M
est: 23.80M (-16.0%)
28.78M
est: 29.60M (-2.8%)
39.58M
est: 19.48M (+103.2%)
47.95M
est: 65.00M (-26.2%)
58.43M
est: 75.71M (-22.8%)
86.99M
86.54M – 87.45M
+14.9% YoY
98.85M
97.96M – 100.14M
+13.6% YoY
110.15M
110.04M – 110.27M
+11.4% YoY
Net Income
6.00M
est: 7.20M (-16.6%)
5.73M
est: 6.98M (-17.9%)
4.84M
est: 5.53M (-12.4%)
6.77M
est: 6.44M (+5.2%)
8.18M
est: 8.77M (-6.8%)
8.69M
est: 9.29M (-6.4%)
9.55M
est: 10.11M (-5.5%)
13.85M
est: 13.09M (+5.8%)
20.02M
est: 20.61M (-2.9%)
27.41M
est: 12.15M (+125.6%)
33.03M
est: 33.03M (+0.0%)
40.02M
est: 40.48M (-1.1%)
46.02M
45.22M – 46.42M
+13.7% YoY
55.22M
52.29M – 55.36M
+20.0% YoY
64.79M
58.03M – 65.50M
+17.3% YoY
SGA
19.48M
est: 15.41M (+26.4%)
20.77M
est: 15.93M (+30.4%)
22.54M
est: 16.46M (+36.9%)
24.05M
est: 17.81M (+35.1%)
27.08M
est: 20.92M (+29.4%)
30.01M
est: 22.98M (+30.6%)
28.58M
est: 25.53M (+11.9%)
32.56M
est: 29.58M (+10.1%)
38.39M
est: 36.79M (+4.4%)
46.06M
est: 36.54M (+26.0%)
55.44M
est: 56.28M (-1.5%)
60.57M
est: 65.55M (-7.6%)
75.32M
74.93M – 75.72M
+14.9% YoY
85.59M
84.82M – 86.71M
+13.6% YoY
95.38M
95.28M – 95.48M
+11.4% YoY
EPS
0.18
est: 0.17 (+8.0%)
0.16
est: 0.16 (-1.0%)
0.12
est: 0.13 (-6.3%)
0.17
est: 0.15 (+14.1%)
0.20
est: 0.20 (-1.5%)
0.21
est: 0.22 (-2.3%)
0.23
est: 0.23 (-1.7%)
0.34
est: 0.30 (+12.2%)
0.49
est: 0.48 (+2.7%)
0.67
est: 0.64 (+4.8%)
0.79
est: 0.78 (+0.9%)
0.93
est: 0.94 (-1.0%)
1.07
1.05 – 1.08
+13.5% YoY
1.25
1.21 – 1.28
+17.1% YoY
1.44
1.34 – 1.52
+15.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-28 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-27 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-26 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-25 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-22 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-21 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-20 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-19 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-18 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-15 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-14 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-13 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-12 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-11 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-01 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-30 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-29 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-28 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-27 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-24 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-23 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-22 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-21 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-20 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-17 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-16 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
90.33M
OE per share TTM
2.09
Owner's Yield
6.68%
Maintenance CapEx ratio
33.38%
Maint CapEx / Avg PPE
18.3%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 38 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares S&P/ASX Small Ordinaries ETF ISO.AX 0.28% 249.6K 0.55%
2 Vanguard MSCI Australian Small Companies Index ETF VSO.AX 0.12% 937.9K 0.30%
3 WisdomTree Dynamic International SmallCap Equity ETF DDLS 0.06% 262.1K 0.48%
4 WisdomTree International SmallCap Dividend Fund DLS 0.06% 586.1K 0.58%
5 Vanguard Australian Shares Index ETF VAS.AX 0.03% 5.11M 0.07%
6 Avantis International Small Cap Equity ETF AVDS 0.02% 65.9K 0.30%
7 Schwab International Small-Cap Equity ETF SCHC 0.02% 1.03M 0.06%
8 WisdomTree International Equity Fund DWM 0.02% 117.9K 0.48%
9 Vanguard FTSE All-World ex-US Small-Cap ETF VSS 0.01% 1.75M 0.06%
10 Vanguard International Dividend Appreciation ETF VIGI 0.01% 1.10M 0.07%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
608.7K
Shares Outstanding
43.75M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Geoffrey David Huston Stewart MD & Executive Director 751.7K male
Robert A. Coleman Chief Financial Officer & Company Secretary 412.1K male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits