Supply Network Ltd SNL

Morningstar Rating
A$35.67 +0.82 (2.35%)
View Full Chart

Company Report

Price vs Fair Value

SNL is trading at a LOCK|L@%QkX% premium.
Price
A$35.67
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Road freight mileage growth and older truck fleets in Australia and New Zealand should support steady organic demand for replacement parts.

Bears

Future electric truck adoption could constrain demand, as electric vehicles tend to have fewer moving parts and may require less frequent maintenance.

Trading Information

Previous Close Price
A$34.85
Day Range
A$34.85–35.67
52-Week Range
A$27.90–39.66
Bid/Ask
A$33.11 / A$36.00
Shares Outstanding
43.87M
Market Cap
A$1.56B
Volume/Avg
20,280 / 57,709

Key Statistics

Price/Earnings (Normalized)
34.45
Price/Sales
3.87
Dividend Yield (Trailing)
2.24%
Dividend Yield (Forward)
2.24%
Dividend Payment Schedule
Apr, Oct
Total Yield
2.24%

Company Profile

Supply Network is a distributor of aftermarket truck and bus parts in Australia and New Zealand, operating under the Multispares brand. The company provides a range of services, including parts supply, procurement, and technical support for fleet operators. Supply Network's revenue has increasingly shifted toward truck parts, which we estimate accounts for at least 85% of sales. The company operates 24 distribution centers and branch sites across Australia and New Zealand.
Sector
Consumer Cyclical
Industry
Auto Parts
Stock Style Box
Small Growth
Total Number of Employees
96

Competitors

Valuation

Metric
SNL
BAP
GWW
Price/Earnings (Normalized)
34.455.4229.59
Price/Book Value
9.720.9714.61
Price/Sales
3.870.193.23
Price/Cash Flow
40.702.3622.98
Price/Earnings
SNL
BAP
GWW

Financial Strength

Metric
SNL
BAP
GWW
Quick Ratio
1.020.611.60
Current Ratio
3.332.182.81
Interest Coverage
32.21−11.5834.15
Quick Ratio
SNL
BAP
GWW

Profitability

Metric
SNL
BAP
GWW
Return on Assets (Normalized)
19.23%0.67%22.16%
Return on Equity (Normalized)
31.91%1.53%53.36%
Return on Invested Capital (Normalized)
24.90%3.52%29.93%
Return on Assets
SNL
BAP
GWW

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