Supply Network Limited (AU:SNL)
ASX:SNL
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Supply Network Limited
(Sydney:SNL)
Select Model
Select Model
Rating:71Outperform
Price Target:
AU$35.00
▲(9.00% Upside)
Action:UpgradedDate:03/24/26
The score is driven primarily by strong underlying financial performance (profitability expansion and a strengthening balance sheet), partially offset by weaker technical signals (below key moving averages and negative MACD). Valuation is supportive with a reasonable P/E and moderate dividend yield.
Positive Factors
Margin expansion and improving profitability
Sustained gross- and net-margin expansion indicates stronger pricing power, better product mix, and operational improvements. Higher margins create durable earnings capacity, improving ability to fund capex, pay dividends and withstand cyclical downturns without immediate reliance on external financing.
Negative Factors
Weak operating cash conversion
Low conversion of reported profits into operating cash suggests working-capital pressure or timing mismatches. Persistently weak conversion can constrain internal funding for growth, make dividends or buybacks more vulnerable, and force reliance on external financing during investment cycles.
Read all positive and negative factors
Positive Factors
Negative Factors
Margin expansion and improving profitability
Sustained gross- and net-margin expansion indicates stronger pricing power, better product mix, and operational improvements. Higher margins create durable earnings capacity, improving ability to fund capex, pay dividends and withstand cyclical downturns without immediate reliance on external financing.
Read all positive factors
Supply Network Limited (SNL) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$1.42B
Dividend Yield2.15%
Average Volume (3M)101.50K
Price to Earnings (P/E)15.5
Beta (1Y)0.70
Revenue Growth15.28%
EPS Growth18.23%
CountryAU
Employees96
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)0.52
Shares Outstanding43,753,845
10 Day Avg. Volume65,004
30 Day Avg. Volume101,505
Financial Highlights & Ratios
PEG Ratio2.28
Price to Book (P/B)11.68
Price to Sales (P/S)4.62
P/FCF Ratio57.24
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$40.30Price Target Upside25.51% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering3
EPS Forecast (FY)1.07
Revenue Forecast (FY)AU$403.71M
Supply Network Limited Business Overview & Revenue Model
Company Description
Supply Network Limited provides aftermarket parts to the commercial vehicle industry in Australia and New Zealand. The company sells truck and bus parts under the Multispares brand name, as well as offers a range of services comprising parts inter...
Supply Network Limited Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
82
Very Positive
Cash Flow
74
Positive
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 378.43M | 349.46M | 302.60M | 252.25M | 198.43M | 162.58M |
| Gross Profit | 125.55M | 153.64M | 128.66M | 57.39M | 84.77M | 68.07M |
| EBITDA | 70.47M | 61.20M | 57.03M | 47.08M | 35.43M | 25.90M |
| Net Income | 43.10M | 40.02M | 33.02M | 27.41M | 20.02M | 13.85M |
Balance Sheet | ||||||
| Total Assets | 252.79M | 240.75M | 200.52M | 169.22M | 138.53M | 117.15M |
| Cash, Cash Equivalents and Short-Term Investments | 23.34M | 21.36M | 5.83M | 7.76M | 6.93M | 5.56M |
| Total Debt | 85.26M | 49.65M | 51.39M | 51.88M | 46.24M | 39.62M |
| Total Liabilities | 99.96M | 102.56M | 97.29M | 91.43M | 79.21M | 67.87M |
| Stockholders Equity | 152.82M | 138.19M | 103.23M | 77.79M | 59.33M | 49.28M |
Cash Flow | ||||||
| Free Cash Flow | 27.58M | 28.21M | 12.15M | 14.70M | 15.08M | 15.14M |
| Operating Cash Flow | 31.99M | 32.17M | 16.49M | 19.03M | 18.12M | 16.59M |
| Investing Cash Flow | -4.40M | -700.00K | -4.33M | -4.33M | -3.01M | -1.42M |
| Financing Cash Flow | -23.27M | -14.71M | -14.43M | -14.99M | -13.72M | -10.21M |
Supply Network Limited Technical Analysis
Negative
32.11
Price Trends
34.05
Negative
33.33
Negative
34.70
Negative
Market Momentum
-0.58
Negative
47.27
Neutral
57.93
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:SNL, the sentiment is Negative. The current price of 32.11 is below the 20-day moving average (MA) of 32.70, below the 50-day MA of 34.05, and below the 200-day MA of 34.70, indicating a bearish trend. The MACD of -0.58 indicates Negative momentum. The RSI at 47.27 is Neutral, neither overbought nor oversold. The STOCH value of 57.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:SNL.
Supply Network Limited Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | AU$1.42B | 15.48 | 29.62% | 2.15% | 15.28% | 18.23% | |
64 Neutral | AU$1.77B | 15.53 | 13.51% | 2.10% | 5.31% | -5.74% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
58 Neutral | AU$257.59M | -101.48 | -4.58% | ― | 13.54% | 66.33% | |
54 Neutral | AU$886.09M | 6.60 | -12.93% | 4.58% | 1.04% | -208.03% | |
51 Neutral | AU$7.36M | -2.30 | 2.26% | ― | -5.17% | -19.44% | |
42 Neutral | AU$29.35M | -1.00 | -13.84% | ― | 0.89% | -2641.38% |
* Consumer Cyclical Sector Average
AU:SNL
Supply Network Limited
32.46
-3.23
-9.06%
AU:ARB
ARB Corporation
21.26
-10.76
-33.60%
AU:AOV
Amotiv
6.62
-2.12
-24.25%
AU:NTD
National Tyre & Wheel Ltd.
0.18
-0.05
-20.45%
AU:AMA
Ama Group Limited
0.54
-0.06
-10.68%
AU:RPM
RPM Automotive Group Ltd.
0.03
-0.02
-42.55%
Supply Network Limited Corporate Events
Supply Network Director Karen Phin Buys First Stake in Company
Feb 26, 2026
Supply Network Limited has disclosed a change in director’s interests, reporting that non-executive director Karen Leslie Phin acquired 2,500 ordinary shares in the company on 25 February 2026. The purchase, at a price of $34.98 per share an...
Supply Network Limited Issues Cautionary Market Update
Feb 23, 2026
Supply Network Limited issued a market update presentation dated 23 February 2026, emphasising that the material is informational only and not an offer, invitation, or personalised investment advice. The company stresses that investors must consid...
Supply Network Delivers Double-Digit Profit Growth and Lifts Interim Dividend
Feb 23, 2026
Supply Network Limited reported a strong first half to 31 December 2025, with revenue from ordinary activities rising 16.6% to $200.5 million and net profit after tax up 15.5% to $22.9 million, in line with guidance previously provided. The compan...
Supply Network Declares A$0.36 Interim Dividend for Half-Year to December 2025
Jan 23, 2026
Supply Network Limited, listed on the ASX under the code SNL, has declared an interim dividend for holders of its ordinary fully paid shares relating to the six months ended 31 December 2025. The company operates on a semi-annual distribution cycl...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.