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+.
Humm Group (HUM.ASX) is now officially the most profitable BNPL...
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Last
45.0¢ |
Change
0.010(2.27%) |
Mkt cap ! $221.1M | |||
| Open | High | Low | Value | Volume |
| 44.0¢ | 45.0¢ | 43.5¢ | $35.28K | 79.73K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 44479 | 44.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 45.0¢ | 36618 | 2 |
View Market Depth
| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| HUM (ASX) Chart |