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← CockpitCompetitor Analysis › ABB.AX Aussie Broadband Ltd.Open in the cockpit ↗

Aussie Broadband Ltd.ABB.AXCompetitor analysis, valuation and peers

Australia · AUD·Communication Services›Specialty Telecommunications
Momentum neutral 46
Mkt cap
$968M
US dollars, full cap
Free float
69%
of shares outstanding
$/day
$2.87M
20-day average traded
Fwd P/E
14.7×
forward earnings
ROIC−WACC
-2.5 pp
WACC 9.7%
Hurdle
-17 pp
Req g minus delivered
Next earnings
108 days
22 Feb 2027
Close · AUDA$4.60
1D-0.4%
1W+7.0%
1M+11.4%
3M-6.9%
6M-13.2%
YTD-8.7%
1Y-19.3%
ATR %2.4%
52w lowhigh21.2% off high

What Aussie Broadband does

Employees: 1,703

Aussie Broadband at a glance

Size Aussie Broadband (ABB.AX) is an Australia Communication Services company (Specialty Telecommunications) with a market value of $968M, the 180th largest of 316 Australia companies the cockpit tracks. Shares closed at A$4.60 on 6 Nov 2026.

Performance Over six months the shares fell 13.2%, against -13.7% for the median peer and +4.1% for the Australia market (cap-weighted) — 10th highest of 20 in its peer set.

Growth Revenue grew 9.1% over the last twelve months (peer median +5.1%); the operating margin is 6.8% (peer median 9.6%).

Valuation It trades at 14.7× forward earnings against a peer median of 30.1× (4th cheapest of 12).

Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +30%, so the hurdle is -17 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.5 points below its cost of capital (9.7% WACC).

Next results Next results expected around 22 Feb 2027 (exchange calendar; dates can move).

Relative performance

809010011011 May 202611 Aug 20266 Nov 2026ABB.AX 87Peer median 85
Six months, rebased to 100: Aussie Broadband against the median of its 19 peers (local-currency closes).

Aussie Broadband financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$1.30BA$1.30BA$1.19BA$1,000MA$788M
Revenue growth—+9%+19%+27%—
Gross profitA$179MA$179MA$153MA$135MA$105M
EBITDAA$164MA$176MA$148MA$130MA$99.0M
Net incomeA$35.3MA$35.3MA$32.8MA$26.4MA$21.7M
Free cash flowA$91.9MA$91.9MA$22.8MA$82.1MA$77.7M
Capital expenditureA$62.0MA$62.0MA$77.1MA$47.4MA$49.1M
Total debtn/aA$267MA$258MA$352MA$204M

Quarterly statements and history in the cockpit →

Aussie Broadband competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+50%+100%0%+50%+100%+150%ITRN002467301313CBFMAQ002093TTML6561CC3TSAT093320300310ABB.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Aussie Broadband is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%25×50×75×ITRN301313CBFMAQ18836561CC30933209418HTWSFNTNABB.AXRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Aussie Broadband is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%+30%0%20%ITRN0020931883TTML6561CC30933209418301380HTWSFNTNABB.AXGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Aussie Broadband is the large dot.

Aussie Broadband competitors and peer comparison

How Aussie Broadband compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Aussie Broadband against its 19 peers (data as of 6 Nov 2026)
MeasureABB.AXPeer medianRank in peer set
1-month return+11.4%+0.8%4th highest of 20
6-month return-13.2%-13.7%10th highest of 20
Distance from 52-week high-21.2%-31.1%9th highest of 20
Revenue growth (TTM)+9.1%+5.1%6th highest of 20
Operating margin6.8%9.6%10th highest of 19
Forward P/E14.7×30.1×4th cheapest of 12
Growth the price implies (Req g, 7 yrs)13.1%7.2%4th most demanding of 12
Growth delivered (Del g)+29.9%+7.9%highest of 12
Hurdle (Req g minus delivered)-16.8 pp-9.7 pp2nd least demanding of 12
ROIC minus cost of capital-2.5 pp+0.9 pp8th lowest of 19
EV / EBITDA9.4×10.0×6th cheapest of 12
Net debt / EBITDA0.9×1.1×6th least indebted of 12

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Aussie Broadband ABB.AXAustralia$968M-13%+9%7%14.7×13.1%+29.9%
Ituran Location and Control ITRNUnited States$987M-18%+16%22%12.9×-3.4%+7.9%
Net263 002467.SZChina$939M-33%+14%-29%n/an/an/a
Guangzhou Frontop Digital Creative Technology 301313.SZChina$1.02B+90%+1%-31%93.0×n/an/a
cyber_Folks CBF.WAPoland$899M+8%+27%n/a40.2×n/an/a
Macquarie Technology MAQ.AXAustralia$890M-34%+6%15%58.2×n/an/a
Guomai Technologies 002093.SZChina$1.08B-14%+3%24%n/a11.7%+6.5%
CITIC Telecom International 1883.HKHong Kong$1.14B-14%0%12%9.2×-10.5%+1.4%
Tata Teleservices (Maharashtra) TTML.NSIndia$824M-11%-1%44%n/a22.7%+2.1%
Chief Telecom 6561.TWOTaiwan$796M+2%-1%39%19.7×-0.7%+9.0%
StarHub CC3.SISingapore$1.41B+4%-8%5%48.0×7.2%+3.0%
Telesat TSAT.TOCanada$644M-18%-24%-8%n/an/an/a
KINX 093320.KSSouth Korea$623M+68%+7%19%32.8×7.8%+17.7%
Eastone Century Technology 300310.SZChina$575M-24%+3%0%n/an/an/a
Juneyao Grand Healthy Drinks 605388.SSChina$524M-15%+5%-19%n/an/an/a
U-NEXT 9418.TJapan$2.04B+17%+20%6%17.6×0.4%+17.7%
Beijing Waluer Information Technology 301380.SZChina$440M-14%+7%7%n/a16.4%+16.4%
Shunya International Martech (Beijing) 300612.SZChina$341M-17%-45%-24%n/an/an/a
Helios Towers HTWS.LUnited Kingdom$3.05B-8%+6%36%30.1×13.4%+15.0%
freenet FNTN.DEGermany$3.06B-7%+10%14%11.4×-11.3%-1.1%

Questions

Which companies are Aussie Broadband's closest peers?
The cockpit's peer set: Ituran Location and Control (ITRN), Net263 (002467.SZ), Guangzhou Frontop Digital Creative Technology (301313.SZ), cyber_Folks (CBF.WA), Macquarie Technology (MAQ.AX), Guomai Technologies (002093.SZ), CITIC Telecom International (1883.HK), Tata Teleservices (Maharashtra) (TTML.NS).
Is Aussie Broadband expensive compared with its peers?
On forward p/e it trades at 14.7× against a peer median of 30.1×, 4th cheapest of 12 in its peer set. For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +30%, so the hurdle is -17 pp: the price already allows for a slowdown.
How has Aussie Broadband stock performed?
Over six months to 6 Nov 2026 the shares returned -13.2% against -13.7% for the median peer; over one year -19.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.