Supply Network Limited (SNL) AI Stock Analysis

• Market Cap: AU$1.72B
• Dividend Yield: 1.61%
• Average Volume (3M): 56.64K
• Price to Earnings (P/E): 44.7
• Beta (1Y): 0.46
• Revenue Growth: 17.97%
• EPS Growth: 24.04%
• Country: AU
• Employees: 96
• Sector: Consumer Cyclical
• Sector Strength: 59
• Industry: Auto - Parts
• EPS (TTM): 0.46
• Shares Outstanding: 43,457,993
• 10 Day Avg. Volume: 57,599
• 30 Day Avg. Volume: 56,643
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): 0.00
• P/FCF Ratio: N/A
• 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$36.40
• Price Target Upside: -5.97% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0

• Rating: 73 Outperform
• Price Target: AU$45.00 ▲(16.25%Upside)

Supply Network Limited demonstrates robust financial performance with strong revenue growth and efficient cash management, contributing significantly to the overall score. However, the stock appears overvalued with a high P/E ratio, which presents a potential risk. Technical indicators support a bullish trend, but valuation concerns weigh on the overall score.

Supply Network Limited Business Overview & Revenue Model

Company Description

Supply Network Limited (SNL) is a leading distributor and supplier of aftermarket parts for commercial vehicles. Operating primarily in Australia and New Zealand, SNL specializes in providing a comprehensive range of truck and bus parts, accessories, and workshop equipment. The company is committed to delivering high-quality products, leveraging its extensive distribution network and partnerships with reputable manufacturers to serve a diverse customer base including repairers, fleet operators, and parts resellers.

How the Company Makes Money

Supply Network Limited generates revenue primarily through the sale of aftermarket parts and accessories for commercial vehicles. The company sources products from a wide range of reputable manufacturers, ensuring a diverse and comprehensive inventory. Key revenue streams include direct sales to repairers and fleet operators, as well as through a network of resellers and distributors. SNL's revenue is further supported by its efficient supply chain management and strategic partnerships with manufacturers, which enable competitive pricing and reliable product availability. Additionally, the company's investment in logistics and distribution capabilities ensures timely and efficient delivery, enhancing customer satisfaction and loyalty.

Supply Network Limited Financial Statement Overview

Summary

Income Statement

Balance Sheet

Cash Flow

Breakdown
Jun 2024	Jun 2023	Jun 2022	Jun 2021	Jun 2020
Income Statement		Total Revenue
302.60M	252.25M	198.43M	162.58M	136.83M
	Gross Profit
128.66M	57.39M	43.36M	32.43M	25.39M
	EBIT
78.29M	40.77M	29.86M	21.06M	15.30M
	EBITDA
57.03M	48.38M	36.58M	27.01M	20.99M
	Net Income Common Stockholders
33.02M	27.41M	20.02M	13.85M	9.55M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
5.83M	7.76M	6.93M	5.56M	1.64M
	Total Assets
200.52M	169.22M	138.53M	117.15M	106.58M
	Total Debt
51.39M	51.88M	46.24M	39.62M	42.64M
	Net Debt
45.56M	44.12M	39.31M	34.07M	41.01M
	Total Liabilities
97.29M	91.43M	79.21M	67.87M	64.26M
	Stockholders Equity
103.23M	77.79M	59.33M	49.28M	42.33M
Cash Flow		Free Cash Flow
12.15M	14.70M	15.08M	15.14M	9.27M
	Operating Cash Flow
16.49M	19.03M	18.12M	16.59M	11.23M
	Investing Cash Flow
-4.33M	-4.33M	-3.01M	-1.42M	-1.96M
	Financing Cash Flow
-14.43M	-14.99M	-13.72M	-10.21M	-8.91M

Supply Network Limited Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 38.71
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:SNL, the sentiment is Neutral. The current price of 38.71 is below the 20-day moving average (MA) of 40.64, below the 50-day MA of 38.86, and above the 200-day MA of 34.01, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 35.96 is Neutral, neither overbought nor oversold. The STOCH value of 17.26 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:SNL.

Supply Network Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SNL	73 Outperform	AU$1.72B	44.67	36.35%	1.61%	17.97%	24.04%
MMS	72 Outperform	€1.10B	12.05	74.00%	10.09%	43.44%	165.54%
ARB	69 Neutral	$2.63B	25.48	15.18%	1.27%	6.17%	10.45%
Sector *	63 Neutral	$6.98B	11.41	2.80%	4.24%	2.68%	-24.94%
AMA	60 Neutral	AU$502.17M	480.00	1.53%	―	-1.09%	―
BAP	54 Neutral	€1.76B	―	-16.06%	3.08%	-0.30%	-267.50%

Supply Network Limited Corporate Events

Supply Network Limited Announces Director’s Share Disposal

Supply Network Limited has announced a change in the director’s interest notice for Mr. P W Gill. The change involves the disposal of 5,000 ordinary shares at a value of $41.02 per share, impacting Mr. Gill’s direct and indirect shareholding in the company. This update, authorized by the company secretary, reflects the ongoing adjustments in the company’s leadership’s financial interests, which may influence stakeholder perceptions and the company’s market positioning.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$22.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Announces Director’s Share Disposal

Supply Network Limited has announced a change in the director’s interest for Mr. P W McKenzie. The notice reveals that Mr. McKenzie, as a trustee and member of the P & L McKenzie Superannuation Fund, disposed of 32,051 ordinary shares at $41.26 per share, reducing his holding to 3,079,534 shares. This change may impact the company’s stock dynamics and stakeholder perceptions.

The most recent analyst rating on (AU:SNL) stock is a Buy with a A$22.50 price target. To see the full list of analyst forecasts on Supply Network Limited stock, see the AU:SNL Stock Forecast page.

Supply Network Limited Announces Change in Director’s Shareholding

Supply Network Limited has announced a change in the director’s interest, specifically for Mr. P W McKenzie, who is a trustee and member of the P&L McKenzie Superannuation Fund. The fund, which holds shares in the company, disposed of 102,220 ordinary shares, reducing the total number of shares held to 3,111,585. This change reflects an adjustment in the director’s indirect interests in the company, potentially impacting the company’s governance and shareholder structure.

Supply Network Limited Announces Director’s Share Disposal

Supply Network Limited has announced a change in the director’s interest notice for Mr. P W Gill, reflecting a disposal of 5,731 ordinary shares at a value of $38.48 per share. This change in shareholding could have implications for the company’s governance and investor perceptions, as it may signal shifts in internal dynamics or strategic priorities.

Supply Network Limited Announces Director’s Interest Change

Supply Network Limited has announced a change in the director’s interest notice for Mr. P W Gill, a director of the company. This change involves the disposal of 2,279 ordinary shares at a value of $38.28 per share, impacting the director’s total shareholding. This update is part of the company’s compliance with ASX listing rules and provides transparency to stakeholders regarding changes in director interests.

Supply Network Limited Announces Director’s Share Disposal

Supply Network Limited has announced a change in the director’s interest, specifically concerning Mr. P W Gill. On April 15, 2025, Mr. Gill disposed of 1,990 ordinary shares at a value of $38.23 per share. This change reflects an update in Mr. Gill’s direct and indirect interests in the company, which is a routine disclosure in compliance with ASX listing rules. The announcement is part of the company’s commitment to transparency and regulatory compliance, ensuring stakeholders are informed of significant changes in director interests.

Supply Network Limited Announces Director’s Share Acquisition

Supply Network Limited has announced a change in the director’s interest, specifically for Mr. R D Fraser, involving the acquisition of 2,029 ordinary shares. This change reflects a slight increase in Mr. Fraser’s direct and indirect holdings, which could indicate confidence in the company’s future performance. Such updates are crucial for stakeholders as they provide insights into the management’s investment decisions and potential impacts on shareholder value.

Supply Network Limited Announces Director’s Shareholding Change

Supply Network Limited has announced a change in the director’s interest, specifically for Mr. P W McKenzie. The notice details that Mr. McKenzie, through the P & L McKenzie Superannuation Fund, has increased his indirect holding by acquiring 34,405 ordinary shares at $32.00 per share, bringing his total to 3,213,805 shares. This change reflects an adjustment in the company’s internal shareholding structure, potentially impacting investor perceptions and the company’s governance dynamics.

Supply Network Limited Announces Director’s Share Acquisition

Supply Network Limited has announced a change in the director’s interest, specifically for Mr. P W Gill, who has acquired 1,707 ordinary shares at $32.00 per share. This change reflects a minor adjustment in the director’s shareholding, potentially indicating confidence in the company’s future performance and stability, which could reassure stakeholders and investors.

Supply Network Limited Announces Director’s Interest Change

Supply Network Limited has announced a change in the director’s interest notice for Mr. G J Forsyth, reflecting an acquisition of 108,473 ordinary shares. This change indicates a potential increase in Mr. Forsyth’s influence within the company, which could impact the company’s governance and strategic direction.

Supply Network Limited Announces Director’s Interest Change

Supply Network Limited has announced a change in the director’s interest, specifically for Mr. G D H Stewart. Mr. Stewart has acquired an additional 5,966 ordinary shares at a value of $32.00 per share, increasing his indirect holdings. This change reflects ongoing adjustments in the company’s leadership investment strategies, potentially impacting stakeholder perceptions and the company’s market positioning.

Supply Network Limited Announces Quotation of New Securities

Supply Network Limited announced the quotation of 311,566 ordinary fully paid securities on the ASX, effective from April 4, 2025. This move is part of a dividend or distribution plan, potentially impacting the company’s market presence by increasing its liquidity and offering stakeholders enhanced investment opportunities.

Supply Network Limited Announces Director’s Share Disposal

Supply Network Limited announced a change in the director’s interest, specifically regarding Mr. P W Gill, who disposed of 5,000 ordinary shares at $37.98 per share. This change in shareholding reflects an adjustment in the company’s internal management of director interests, which could influence stakeholder perceptions and the company’s market positioning.

Supply Network Limited Announces Change in Substantial Holder’s Interest

Supply Network Limited has announced a change in the interests of a substantial holder, the PW & LJ McKenzie Superannuation Fund. The fund’s voting power in the company has decreased from 8.50% to 7.37%, reflecting a reduction in the number of ordinary shares held. This change in shareholding may impact the company’s governance dynamics and influence within the market.

Supply Network Limited Announces Director’s Share Disposal

Supply Network Limited has announced a change in the director’s interest, specifically regarding Mr. P W McKenzie. The change involves the disposal of 261,105 ordinary shares from the P & L McKenzie Superannuation Fund, reducing the total number of shares held to 3,179,400. This adjustment in shareholding could have implications for the company’s governance and shareholder dynamics.