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Temple & Webster Group Ltd (AU:TPW)
ASX:TPW
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Temple & Webster Group Ltd (TPW) AI Stock Analysis

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AU:TPW

Temple & Webster Group Ltd

(Sydney:TPW)

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Neutral 55 (OpenAI - 5.2)
Rating:55Neutral
Price Target:
AU$5.50
▼(-17.42% Downside)
Action:ReiteratedDate:02/13/26
The score is anchored by solid financial performance (revenue growth, strong cash generation, and low leverage), but is materially offset by very weak technicals (strong downtrend and bearish momentum) and an expensive valuation (high P/E with no dividend yield provided).
Positive Factors
Consistent revenue growth
Temple & Webster has sustained top-line growth (latest period +7.7%), showing its digital retail model continues to expand reach and demand. Persistent revenue gains support scale economics for marketing, supplier terms and logistics investments over the next several quarters.
Negative Factors
Low net profit margin
Despite healthy gross margins, net margin is only ~1.9%, reflecting compressed operating profits after marketing, fulfillment and overhead. Low bottom-line profitability limits reinvestment capacity and leaves smaller cushions against demand shocks or input cost inflation.
Read all positive and negative factors
Positive Factors
Negative Factors
Consistent revenue growth
Temple & Webster has sustained top-line growth (latest period +7.7%), showing its digital retail model continues to expand reach and demand. Persistent revenue gains support scale economics for marketing, supplier terms and logistics investments over the next several quarters.
Read all positive factors

Temple & Webster Group Ltd (TPW) vs. iShares MSCI Australia ETF (EWA)

Temple & Webster Group Ltd Business Overview & Revenue Model

Company Description
Temple & Webster Group Ltd engages in the online retail of furniture, homewares, and home improvement products in Australia. It offers sofas, living room and outdoor furniture, lighting, rugs, baby and kids, cookware, and Christmas décor products....
How the Company Makes Money
TPW makes money primarily by selling furniture and homewares online to end customers. Revenue is generated from product sales on its e-commerce platform, where the company earns a margin between the price customers pay and TPW’s cost of acquiring ...

Temple & Webster Group Ltd Earnings Call Summary

Earnings Call Date:Feb 12, 2024
(Q2-2024)
|
% Change Since: |
Next Earnings Date:Aug 17, 2026
Earnings Call Sentiment Positive
The earnings call reflects a strong performance with record revenue growth and strategic initiatives driving customer engagement and financial strength. While there are challenges such as a decline in average order value and increased marketing costs, the overall financial and operational indicators are positive.
Positive Updates
Record Half-Year Revenue Growth
Temple & Webster delivered a record half with revenue up 23% to $254 million, driven by growth in both first-time and repeat customers.
Negative Updates
Decline in Average Order Value
The average order value declined as customers sought more value in a tough economic environment.
Read all updates
Q2-2024 Updates
Negative
Record Half-Year Revenue Growth
Temple & Webster delivered a record half with revenue up 23% to $254 million, driven by growth in both first-time and repeat customers.
Read all positive updates
Company Guidance
During the Temple & Webster earnings call for the first half of fiscal year 2024, several key metrics and guidance were highlighted. The company reported a record revenue increase of 23% to $254 million, with a significant 40% growth in the second quarter, primarily driven by strong sales during Black Friday and Cyber Monday. The EBITDA for the first half was $7.5 million, marking a year-on-year increase. Temple & Webster also achieved a milestone of crossing 1 million active customers. Marketing return on investment was in line with expectations, despite increased brand investment. The company continues to focus on its strategic goals, aiming for $1 billion in sales over the next 3 to 5 years while maintaining profitability. The B2B division grew by 23%, contributing 9% to group revenue, and the Home Improvement division achieved $14 million in revenue with an 18% growth rate. They plan to increase their brand investment and optimize their marketing mix using AI and data-driven strategies to further enhance customer experience and operational efficiency.

Temple & Webster Group Ltd Financial Statement Overview

Summary
Solid overall fundamentals supported by consistent revenue growth (+7.7%), healthy gross margin (~33%), low leverage (debt-to-equity 0.16), and strong free cash flow growth (+10.79%). The main constraint is weak profitability, with a low net margin (1.88%) and modest EBIT/EBITDA margins.
Income Statement
75
Positive
Balance Sheet
70
Positive
Cash Flow
80
Positive
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue662.87M600.72M497.84M395.51M426.33M326.34M
Gross Profit176.63M198.12M166.06M83.61M151.13M119.67M
EBITDA14.09M11.36M13.88M15.50M16.15M20.50M
Net Income8.08M11.30M1.79M8.30M11.97M13.95M
Balance Sheet
Total Assets289.67M277.51M206.48M190.78M170.34M148.35M
Cash, Cash Equivalents and Short-Term Investments160.60M144.35M116.35M105.14M101.01M98.45M
Total Debt63.90M23.72M22.32M25.03M5.10M7.06M
Total Liabilities152.07M129.43M99.96M83.05M67.43M64.34M
Stockholders Equity137.60M148.08M106.52M107.73M102.91M84.00M
Cash Flow
Free Cash Flow39.76M45.55M24.21M19.22M7.60M23.03M
Operating Cash Flow42.17M45.95M24.27M22.00M13.39M24.51M
Investing Cash Flow-4.41M-1.21M-2.98M-3.38M-7.91M-2.45M
Financing Cash Flow-16.46M-7.54M-15.80M-14.49M-1.97M37.36M

Temple & Webster Group Ltd Technical Analysis

Technical Analysis Sentiment
Negative
Last Price6.66
Price Trends
50DMA
7.68
Negative
100DMA
10.70
Negative
200DMA
16.99
Negative
Market Momentum
MACD
-0.24
Negative
RSI
43.58
Neutral
STOCH
23.36
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:TPW, the sentiment is Negative. The current price of 6.66 is below the 20-day moving average (MA) of 6.91, below the 50-day MA of 7.68, and below the 200-day MA of 16.99, indicating a bearish trend. The MACD of -0.24 indicates Negative momentum. The RSI at 43.58 is Neutral, neither overbought nor oversold. The STOCH value of 23.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:TPW.

Temple & Webster Group Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
AU$47.95M1.1913.53%9.03%4.03%-14.92%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
61
Neutral
AU$342.32M11.07-69.14%4.00%4.41%-2505.17%
61
Neutral
AU$1.24B12.3025.20%2.63%4.23%-0.64%
61
Neutral
AU$228.63M6.108.37%5.85%5.66%-42.42%
60
Neutral
AU$344.01M9.3815.11%2.86%1.86%-5.28%
55
Neutral
AU$656.70M71.035.66%18.85%20.89%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:TPW
Temple & Webster Group Ltd
5.46
-11.83
-68.42%
AU:KGN
Kogan.com
3.58
-0.80
-18.23%
AU:NCK
Nick Scali Limited
14.53
-2.41
-14.23%
AU:ADH
Adairs Ltd.
1.28
-1.13
-46.98%
AU:DSK
Dusk Group Ltd.
0.77
-0.31
-28.97%
AU:BLX
Beacon Lighting Group Ltd
1.50
-1.65
-52.35%

Temple & Webster Group Ltd Corporate Events

Temple & Webster Names Returning Executive Susie Sugden as CEO in Leadership Reshuffle
Apr 22, 2026
Temple Webster has announced a leadership reshuffle, with co-founder and current CEO Mark Coulter moving to the role of Executive Chair and former executive Susie Sugden returning as CEO, effective 1 July 2026. Coulter will oversee strategy, corp...
Temple & Webster Issues New Shares on Conversion of Unquoted Securities
Apr 16, 2026
Temple Webster Group Ltd has notified the market of the issue of 4,344 new fully paid ordinary shares following the exercise or conversion of previously unquoted securities. The additional shares, issued in February 2026, marginally expand the co...
Temple & Webster Flags Lapse of 23,156 Performance Rights, Trimming Potential Dilution
Apr 16, 2026
Temple Webster Group Ltd has notified the market of the cessation of certain performance rights under its equity incentive arrangements, following the lapse of conditional rights that could no longer be satisfied. The announcement details that a ...
Temple & Webster Continues On-Market Share Buy-Back Program
Mar 19, 2026
Temple Webster Group Ltd, listed on the ASX under code TPW, has ordinary fully paid shares as its main class of securities. The company remains an active participant in the Australian capital markets through its ongoing share management activitie...
Temple & Webster Updates Market on Ongoing Share Buy-Back
Mar 18, 2026
Temple Webster Group Ltd has updated the market on its ongoing on-market share buy-back, covering ordinary fully paid shares under the ASX code TPW. The latest notification shows that a cumulative 2,863,980 shares had been repurchased prior to th...
Temple & Webster Updates Market on Ongoing On-Market Share Buy-Back
Mar 12, 2026
Temple Webster Group Ltd, an ASX-listed online homewares and furniture retailer, operates through a digital marketplace offering a broad range of household products to consumers. Its capital structure is primarily composed of ordinary fully paid ...
State Street Entities Exit Substantial Holder Status in Temple & Webster
Mar 11, 2026
Temple Webster Group Ltd has disclosed that entities associated with State Street Corporation, including State Street Global Advisors subsidiaries, have ceased to be substantial holders in the company as of 9 March 2026. The notice, lodged under ...
Temple & Webster Updates Market on Ongoing On‑Market Share Buy‑Back
Mar 9, 2026
Temple Webster Group Ltd, the ASX-listed online homewares and furniture retailer, continues to manage its capital structure through an on-market share buy-back program of its ordinary fully paid shares. The program has been in place since June 20...
State Street group exits substantial holder position in Temple & Webster
Mar 6, 2026
State Street Corporation and several of its asset management subsidiaries, including State Street Global Advisors entities in Australia, Europe and the U.S., have filed a notice that they have ceased to be substantial holders in Temple Webster Gr...
Temple & Webster Updates Market on Progress of On-Market Share Buy-Back
Mar 4, 2026
Temple Webster Group Ltd has provided an updated notification to the ASX regarding its ongoing on-market share buy-back program for its ordinary fully paid shares. The company reported that a total of 2,341,095 shares had been repurchased prior t...
Temple & Webster Updates ASX on Daily On‑Market Share Buy‑Back
Mar 3, 2026
Temple Webster Group Ltd has provided an updated notification to the ASX regarding its ongoing on-market share buy-back of ordinary fully paid shares under the code TPW. The latest daily buy-back report, dated 4 March 2026, confirms the program r...
Temple & Webster Updates Market on Ongoing On‑Market Share Buy‑Back
Mar 2, 2026
Temple Webster Group Ltd has been conducting an on-market share buy-back of its ordinary fully paid shares under the ASX code TPW, first notified to the market on 2 June 2025. The latest update, dated 3 March 2026, reports that a total of 2,091,4...
Temple & Webster Continues On‑Market Share Buy-Back With Daily ASX Update
Mar 1, 2026
Temple Webster Group Ltd has provided an updated notification to the ASX regarding its ongoing on‑market share buy-back program for its ordinary fully paid shares under the code TPW. The latest daily report states that a total of 2,050,001 ...
Temple & Webster Reports Ongoing On-Market Share Buy-Back Activity
Feb 25, 2026
Temple Webster Group Ltd has been actively conducting an on-market share buy-back of its ordinary fully paid shares, as disclosed in its latest Appendix 3C notification to the ASX. The company is using this program as a capital management tool, p...
Temple & Webster Updates Daily On-Market Share Buy-Back Figures
Feb 24, 2026
Temple Webster Group Ltd, the ASX-listed online homewares and furniture retailer trading under code TPW, continues to develop its position in the Australian e-commerce market for home furnishings. The company leverages its digital platform to tar...
Temple & Webster Issues Daily Update on On‑Market Share Buy‑Back
Feb 23, 2026
Temple Webster Group Ltd, an ASX-listed company trading under the code TPW, has ordinary fully paid shares on issue and is subject to standard market disclosure obligations as part of its participation in Australia’s public capital markets....
UBS Group Ceases to Be Substantial Shareholder in Temple & Webster
Feb 20, 2026
UBS Group AG and its related entities have notified Temple Webster Group Ltd that they have ceased to be a substantial shareholder in the company as of 18 February 2026. The change, formalised in a substantial holder notice lodged on 20 February ...
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.Date of analysis: Feb 13, 2026