Seek Limited (SEK) AI Stock Analysis

• Market Cap: AU$8.25B
• Dividend Yield: 1.99%
• Average Volume (3M): 806.52K
• Price to Earnings (P/E): 33.7
• Beta (1Y): 1.14
• Revenue Growth: 1.19%
• EPS Growth: N/A
• Country: AU
• Employees: 10,000
• Sector: Communication Services
• Sector Strength: 97
• Industry: Staffing & Employment Services
• EPS (TTM): 0.22
• Shares Outstanding: 357,220,180
• 10 Day Avg. Volume: 982,204
• 30 Day Avg. Volume: 806,518
• PEG Ratio: -0.10
• Price to Book (P/B): 3.18
• Price to Sales (P/S): 7.82
• P/FCF Ratio: 42.91
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: AU$31.26
• Price Target Upside: 35.04% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 5
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 57 Neutral
• Price Target: AU$26.00 ▲(12.31% Upside)

Seek Limited's overall stock score is primarily influenced by its strong financial performance, characterized by robust revenue growth and improved profitability. However, the stock's technical indicators suggest bearish momentum, and its high P/E ratio indicates potential overvaluation, which negatively impacts the overall score.

Positive Factors

Revenue Growth

Strong revenue growth indicates expanding market presence and effective business strategies, enhancing long-term financial stability.

Cash Flow Generation

Robust cash flow growth supports operational flexibility and investment capacity, crucial for sustaining business expansion and innovation.

Profitability Metrics

High gross profit margins reflect strong pricing power and cost efficiency, contributing to sustainable profitability and competitive advantage.

Negative Factors

Net Profit Margin Volatility

Volatility in net profit margins can signal underlying business instability, impacting investor confidence and long-term financial predictability.

Debt Level Fluctuations

Fluctuating debt levels can affect financial stability, potentially limiting growth opportunities and increasing vulnerability to economic shifts.

Historical Cash Flow Volatility

Volatile cash flow can hinder strategic planning and investment, affecting the company's ability to capitalize on growth opportunities consistently.

Seek Limited Business Overview & Revenue Model

Company Description

Seek Limited (SEK) is a leading online employment marketplace operating primarily in Australia and New Zealand, with a growing presence in Asia. The company specializes in connecting job seekers with employers through its various platforms, including job boards and recruitment services. Seek also offers additional services such as career advice, training, and educational resources, aiming to enhance the job-seeking experience and facilitate career development.

How the Company Makes Money

Seek Limited generates revenue primarily through job listing fees charged to employers who post job advertisements on its platforms. The company also earns money through subscription services, where employers pay for enhanced recruitment features and access to a larger talent pool. Additionally, Seek has diversified its revenue streams by offering related services such as training and education, which provide supplementary income. Strategic partnerships with businesses and educational institutions further amplify its revenue potential by creating bundled offerings and referral programs. The company's strong brand presence and market leadership position enable it to command premium pricing for its services, contributing significantly to its overall earnings.

Seek Limited Financial Statement Overview

Summary

Seek Limited shows strong revenue growth and improved profitability metrics, with effective cost management and operational efficiency. The balance sheet is stable with a balanced leverage approach, and cash flow generation is robust. However, historical fluctuations in profitability and cash flow growth present potential risks.

Income Statement

Seek Limited has demonstrated strong revenue growth, particularly in the most recent year with a 104.59% increase. The company maintains a robust gross profit margin of 100% in the latest period, indicating effective cost management. However, net profit margin has fluctuated, with a significant improvement to 22.35% in the latest year from a negative margin in the prior year. EBIT and EBITDA margins have also shown improvement, reflecting enhanced operational efficiency. Despite these strengths, the volatility in net income and past negative margins highlight potential risks.

Balance Sheet

The balance sheet of Seek Limited shows a moderate debt-to-equity ratio of 0.47, indicating a balanced approach to leveraging. The return on equity has improved to 9.08%, suggesting better utilization of equity to generate profits. The equity ratio stands at 56.65%, reflecting a stable capital structure. However, the company has experienced fluctuations in its debt levels and ROE in previous years, which could pose risks if not managed carefully.

Cash Flow

Seek Limited's cash flow statement reveals a positive trend in free cash flow growth, with a 42.65% increase in the latest period. The operating cash flow to net income ratio is 0.67, indicating a healthy conversion of net income into cash. The free cash flow to net income ratio of 0.61 further supports the company's ability to generate cash from its operations. Despite these positive indicators, historical fluctuations in free cash flow growth suggest potential volatility.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	1.10B	1.10B	1.08B	1.23B	1.12B	760.30M
Gross Profit	576.40M	1.10B	541.70M	1.22B	640.40M	397.00M
EBITDA	412.50M	537.30M	163.10M	510.10M	479.60M	266.10M
Net Income	245.20M	245.20M	-100.90M	1.05B	168.80M	752.20M
Balance Sheet
Total Assets	4.77B	4.77B	4.75B	5.23B	4.71B	4.60B
Cash, Cash Equivalents and Short-Term Investments	150.50M	150.50M	199.60M	251.60M	325.20M	491.90M
Total Debt	1.26B	1.26B	1.41B	1.50B	1.57B	1.31B
Total Liabilities	2.07B	2.07B	2.17B	2.55B	2.82B	2.68B
Stockholders Equity	2.70B	2.70B	2.58B	2.68B	1.81B	1.83B
Cash Flow
Free Cash Flow	466.80M	200.00M	159.80M	176.30M	263.70M	209.60M
Operating Cash Flow	474.70M	330.00M	328.80M	365.70M	396.60M	347.50M
Investing Cash Flow	-231.50M	-77.00M	-128.40M	-164.50M	-572.70M	109.10M
Financing Cash Flow	-310.00M	-310.00M	-247.40M	-271.10M	-2.30M	-522.60M

Seek Limited Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 23.15
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:SEK, the sentiment is Negative. The current price of 23.15 is below the 20-day moving average (MA) of 23.77, below the 50-day MA of 25.51, and below the 200-day MA of 24.54, indicating a bearish trend. The MACD of -0.76 indicates Negative momentum. The RSI at 34.25 is Neutral, neither overbought nor oversold. The STOCH value of 36.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:SEK.

Seek Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
DHG	68 Neutral	―	―	―	―	12.43%	47.92%
MAQ	62 Neutral	AU$1.70B	48.74	7.40%	―	1.75%	0.42%
Sector *	60 Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
REA	60 Neutral	$24.06B	35.47	38.75%	1.36%	13.09%	123.97%
SEK	57 Neutral	AU$8.25B	33.69	8.87%	1.99%	1.19%	―
ABB	54 Neutral	AU$1.40B	42.81	5.89%	1.34%	18.74%	14.89%
AD1	46 Neutral	AU$13.70M	-0.83	―	―	14.07%	-157.40%

Seek Limited Corporate Events

SEEK Limited Announces New Director Appointment

SEEK Limited has announced the appointment of Gregory Roebuck as a director, effective December 1, 2025, with an initial notice of his interest in the company being released to the market. This appointment is significant for SEEK Limited as it may influence the company’s strategic direction and strengthen its leadership team, potentially impacting its market position and stakeholder interests.

SEEK Limited Updates Director Appointment Date

SEEK Limited has announced an update regarding the appointment of Greg Roebuck as a non-executive director. His appointment will now commence on 1 December 2025, earlier than the initially planned date of 1 January 2026. This change does not affect the succession plan for the Chairman position, where Greg Roebuck is set to succeed Graham Goldsmith on 1 March 2026, following Goldsmith’s retirement. Roebuck will stand for election at the 2026 Annual General Meeting, indicating a strategic move to ensure a smooth leadership transition.

SEEK Limited Announces Director’s Interest Change

SEEK Limited has announced a change in the director’s interest notice for Rachael Powell, indicating an update in her indirect interest in the company’s securities. This change, involving the Powell Self Managed Super Fund, reflects ongoing transparency in the company’s governance and may impact stakeholders’ perception of director engagement.

SEEK Limited Announces 2025 AGM Results with Strong Shareholder Support

SEEK Limited announced the results of its 2025 Annual General Meeting, where all resolutions were carried with significant majorities. The meeting included the re-election of directors and the approval of equity rights and wealth sharing plan options for the Managing Director and CEO, Ian Narev. This demonstrates strong shareholder support for the company’s leadership and strategic direction, potentially reinforcing its position in the employment marketplace industry.

SEEK Limited Unveils 2025 AGM CEO Presentation with FY2026 Guidance

SEEK Limited has released the CEO’s presentation for its 2025 Annual General Meeting, which includes guidance for the fiscal year 2026. This announcement is significant as it provides stakeholders with insights into the company’s future plans and strategic direction, potentially impacting its market positioning and investor confidence.

SEEK Limited Announces Leadership Transition with New Chairman-Elect

SEEK Limited has announced the appointment of Greg Roebuck as a non-executive director and Chairman-elect, succeeding Graham Goldsmith, who will retire in March 2026 after 13 years on the board. This leadership transition comes as SEEK is well-positioned for sustainable growth, having strengthened its market position through strategic transformations and a focus on long-term value creation for stakeholders.

Seek Limited Issues Unquoted Equity Securities for Employee Incentives

Seek Limited announced the issuance of several unquoted equity securities, including options, performance rights, and recognition share rights, as part of an employee incentive scheme. This move is likely aimed at enhancing employee retention and motivation, potentially impacting the company’s operational efficiency and market positioning positively.

SEEK Limited Announces 2025 AGM Details

SEEK Limited has announced the details of its 2025 Annual General Meeting (AGM), which will be held in person on November 19, 2025. This announcement marks a return to in-person meetings, indicating a potential shift in company operations post-pandemic, which may affect stakeholder engagement and company transparency.

SEEK Limited Announces 2025 AGM with In-Person and Online Options

SEEK Limited has announced that its 2025 Annual General Meeting (AGM) will be held in person on November 19, 2025, with an option for shareholders to view a live webcast. The company encourages shareholders to attend and participate, either in person or by submitting questions and proxy votes in advance. This approach aims to enhance shareholder engagement and streamline communication, reflecting SEEK’s commitment to transparency and accessibility.

Seek Limited Reports Cessation of Certain Securities

Seek Limited announced the cessation of certain securities, specifically share rights and performance rights, due to conditions not being met. This development may impact the company’s capital structure and could influence investor perceptions regarding the company’s future performance and strategic direction.

Seek Limited Announces Issuance of Unquoted Equity Securities

Seek Limited announced the issuance of unquoted equity securities under an employee incentive scheme. This issuance includes options and restricted rights, which are not immediately quoted on the ASX due to transfer restrictions. The move is part of Seek’s strategy to incentivize employees and align their interests with the company’s long-term goals.

Seek Limited Announces Issuance and Conversion of Unquoted Equity Securities

Seek Limited has announced the issuance and conversion of unquoted equity securities, totaling 7,828 ordinary fully paid shares, with issue dates in August and September 2025. This move may impact the company’s capital structure and could influence its market positioning by potentially increasing shareholder value and enhancing liquidity.