Humm Group (HUM.ASX) is now officially the most profitable BNPL company in Australia and possibly the world. Management has given guidance of 1H cash NPAT of $43m, up 25% on the prior period. 2H of year will see increased marketing costs and investment into the entering of two new international markets. We estimate that HUM will achieve NPAT of approximately $70m for FY21 and is trading on a PE of 9x. Unfortunately, HUM is extremely profitable and investors valuing BNPL companies are ascribing higher valuations to their loss-making competitors. Eventually that bizarre paradigm will shift and the stock will re-rate to our estimated valuation of $2.00+.
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Last
47.0¢ |
Change
0.020(4.44%) |
Mkt cap ! $230.9M |
Open | High | Low | Value | Volume |
45.0¢ | 47.0¢ | 45.0¢ | $203.3K | 443.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 24990 | 46.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
47.0¢ | 28966 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 24990 | 0.465 |
2 | 63000 | 0.460 |
2 | 74629 | 0.455 |
1 | 20001 | 0.450 |
1 | 44479 | 0.445 |
Price($) | Vol. | No. |
---|---|---|
0.470 | 28966 | 4 |
0.475 | 14000 | 2 |
0.480 | 93369 | 3 |
0.485 | 20500 | 1 |
0.490 | 14039 | 2 |
Last trade - 16.10pm 15/07/2024 (20 minute delay) ? |
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