Overview
SGH Ltd brings together heavy equipment sales and servicing, equipment hire, construction materials and investment businesses under one Australian-listed group. At A$37.24, its shares sit towards the lower end of their A$35.36–A$51.21 52-week range and below both the 50-day and 200-day moving averages. The business offers diversified industrial exposure, but its recent revenue growth of 2.70% and profit margin of 4.43% put the scale and mix of its operations in focus.
SGH Ltd is an Australian industrial conglomerate with a portfolio spanning heavy equipment sales and support, equipment hire, construction materials, energy interests and media investments. Its businesses include WesTrac, a Caterpillar dealer; Coates, an equipment hire provider; and Boral, which produces construction materials. The group also holds energy and media investments and operates in Australia, the United Arab Emirates, Indonesia and the United States. Its diverse activities create exposure to multiple sources of demand, while also making group performance dependent on conditions across a range of industries.
Key facts
- Ticker
- SGH
- Exchange
- AU
- ISIN
- AU000000SVW5
- Sector
- Industrials
- Industry
- Conglomerates
- Country
- Australia
- Currency
- AUD
- Price
- A$37.24
- Previous close
- A$36.98
- Day change
- +A$0.26 (+0.70%)
- Market cap
- 15.1B
- 52W low
- A$35.36
- 52W high
- A$51.21
Price and trend
Last price: A$37.24
- Price
- A$37.24
- 52W range
- A$35.36 – A$51.21
- 50-day SMA
- A$40.16
- 200-day SMA
- A$42.88
- Price vs 50D SMA
- -7.26%
- Price vs 200D SMA
- -13.15%
Valuation
- P/E
- 23.28
- PEG
- 5.26
- EPS
- 1.23
- Dividend yield
- 1.73%
- Beta
- 1.23
At a market capitalisation of A$15.1 billion, SGH reported trailing revenue of A$10.5 billion and a 4.43% profit margin. Its price-to-earnings ratio is about 23.3 times and its PEG ratio is about 5.26, placing the valuation in a context of relatively modest reported revenue growth of 2.70%. The dividend yield is 1.73%. These measures should be considered alongside the varied businesses in the group and the cyclical conditions that can influence their earnings.
Profitability and growth
- Revenue growth
- 2.70%
- Revenue TTM
- 10.5B
- Profit margin
- 4.43%
Analyst view
Comparison uses the last price shown; targets are analyst estimates.
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- Price
- A$37.24
- Target price
- A$48.02
- Target vs last price
- 28.94% from last price
The supplied target price is A$48.02, or 28.94% above the last price of A$37.24. This is secondary context rather than a guaranteed outcome: target prices are estimates, while SGH’s operating results and market conditions remain central to its prospects.
Risks
SGH’s diversified operations span equipment sales and hire, construction materials, energy and media, so performance depends on conditions across several industries and markets. Revenue growth of 2.70% is modest relative to the group’s scale, while its 4.43% profit margin leaves earnings exposed to changes in operating costs and business conditions. The share price is close to the lower end of its 52-week range and below both its 50-day and 200-day averages, pointing to subdued recent market performance. A 1.73% dividend yield is not fixed, and the share price can affect the yield investors receive.
FAQ
What does SGH do?
SGH is an Australian industrial conglomerate with businesses spanning heavy equipment sales and servicing, equipment hire, construction materials, energy assets and media investments. Its operations include the WesTrac, Coates and Boral businesses, as well as other investments.
How has SGH’s revenue been growing?
Reported revenue growth is 2.70%, with trailing revenue of A$10.5 billion. Its broad mix of businesses gives the group exposure to several industries, but growth across the group can reflect differing conditions in each segment.
Does SGH pay a dividend?
The supplied figures show a dividend yield of 1.73% and a dividend per share of A$0.64. Dividends and yields can change, and the yield moves with the share price.
How does SGH’s share price compare with its recent trading range?
At A$37.24, the share price is near the lower end of its 52-week range of A$35.36 to A$51.21. It is also below its 50-day average of A$40.16 and 200-day average of A$42.88, indicating weaker recent price positioning.
*This content is aimed to provide general information only, and does not take your personal objectives, financial situation or needs into account.
