PNV - Banter and General Comments, page-13665

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VascoDaG

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22/05/25

15:38

Post #: 79150872
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Originally posted by mondyinvest: ↑

I think you need to have a very aggressive growth assumption to allow for the current forward P/E ratio to be deemed anything other than 'full' at the moment. For example, PEG currently sitting at 3.8x, it's traditionally not considered 'cheap' until it's under 1.0x. PNV has always been richly valued which was because of the growth outlook - DW understands this and it's likely a big part of why he gave Swami the boot, because there was too much "go slow to go fast" whereas DW has been clear he (and shareholders) want much faster growth now. The valuation demands it.

The P/E does however look much more reasonable from 2026 onwards if they do indeed manage to double their NPAT from $7.6M (FY25e) to $15.9M (FY26e). Estimates appear to expect them to again double NPAT from FY26 to FY27. I think a key catalyst for the stock will be the sort of guidance/outlook they offer for FY26 in the post-Swami regime.

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This is spot on and how I look at PNV valuation. I believe that the further out you go PNV will continue to deliver. It’s all in the execution though

PNV Price at posting: $1.30 Sentiment: Hold Disclosure: Held
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0 Great analysis

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(20min delay)
Last $1.20		Change -0.015(1.23%)		Mkt cap ! $830.7M

Open	High	Low	Value	Volume
$1.22	$1.22	$1.19	$1.727M	1.440M

Buyers (Bids)

No.	Vol.	Price($)
1	96	$1.32

Sellers (Offers)

Price($)	Vol.	No.
$1.12	198	1

View Market Depth

No.	Vol.	Price($)
1	96	1.320
3	1781	1.275
1	26495	1.260
1	4557	1.250
1	13696	1.240

Price($)	Vol.	No.
1.140	12915	6
1.165	4899	4
1.170	1034	2
1.180	20525	2
1.205	4575	5

Last trade - 15.59pm 18/06/2025 (20 minute delay)

PNV (ASX) Chart

PNV - Banter and General Comments, page-13665

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PNV - Banter and General Comments, page-13665

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