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Australian IT reseller and services provider selling hardware, software licensing, cloud and managed services to enterprise and government.
Australian IT reseller and services provider selling hardware, software licensing, cloud and managed services to enterprise and government.
Most of its revenue comes from reselling other companies' software licences and hardware, a high-volume, thin-margin business, so profit leans on its services work and on incentives paid by vendors, above all Microsoft. Government panel contracts give it repeat business. It is based in Brisbane.
In one line: An Australian CDW/Insight.
Moat: narrow (distribution, customer qualification). Deep vendor accreditations (Microsoft) and government panel positions are slow to replicate.
Headquarters: Brisbane, Australia · Founded: 1984 · Employees: 1,427
Size Data#3 (DTL.AX) is an Australia Information Technology company (Information Technology Services) with a market value of $1.54B, the 141st largest of 316 Australia companies the cockpit tracks. Shares closed at A$14.28 on 6 Nov 2026.
Performance Over six months the shares gained 81.0%, against -17.7% for the median peer and +4.1% for the Australia market (cap-weighted) — highest of 20 in its peer set.
Growth Revenue grew 6.4% over the last twelve months (peer median +6.8%); the operating margin is 7.7% (peer median 3.8%).
Valuation It trades at 31.6× forward earnings against a peer median of 37.3× (7th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 27% a year for seven years (Req g). Recent delivered growth is -14%, so the hurdle is +41 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$907M | A$907M | A$853M | A$806M | A$809M |
| Revenue growth | — | +6% | +6% | 0% | — |
| Gross profit | A$298M | A$298M | A$283M | A$264M | A$244M |
| EBITDA | A$76.1M | A$76.1M | A$66.1M | A$60.6M | A$58.1M |
| Net income | A$54.5M | A$54.5M | A$48.2M | A$43.3M | A$37.0M |
| Free cash flow | A$19.1M | A$19.1M | A$125M | -A$86.8M | A$290M |
| Capital expenditure | A$5.04M | A$5.04M | A$2.17M | A$607,000 | A$981,000 |
| Total debt | n/a | A$22.7M | A$18.5M | A$20.6M | A$23.9M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Data#3 DTL.AX | $1.54B | +81% | +6% | 8% | 31.6× | 26.9% |
| Dicker Data DDR.AX | $1.78B | +54% | +12% | 6% | 22.4× | 9.9% |
| CDW CDW | $19.6B | +51% | +11% | 7% | 12.9× | 2.6% |
| Insight Enterprises NSIT | $4.64B | +89% | +3% | 6% | 11.7× | 2.9% |
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.
| Measure | DTL.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.5% | -4.1% | 4th highest of 21 |
| 6-month return | +81.0% | -17.7% | highest of 20 |
| Distance from 52-week high | -9.1% | -41.5% | highest of 21 |
| Revenue growth (TTM) | +6.4% | +6.8% | 11th highest of 21 |
| Operating margin | 7.7% | 3.8% | 8th highest of 21 |
| Forward P/E | 31.6× | 37.3× | 7th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 26.9% | 16.2% | 3rd most demanding of 10 |
| Growth delivered (Del g) | -14.2% | +11.1% | lowest of 10 |
| Hurdle (Req g minus delivered) | +41.1 pp | -3.9 pp | most demanding of 10 |
| EV / EBITDA | 25.1× | 24.0× | 4th most expensive of 8 |
| Net debt / EBITDA | -4.0× | 0.3× | 2nd least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Data#3 DTL.AX | Australia | $1.54B | +81% | +6% | 8% | 31.6× | 26.9% | -14.2% |
| Shenzhen YSSTech Information Technology 300377.SZ | China | $1.53B | -24% | +14% | -3% | n/a | n/a | n/a |
| Black Box BBOX.NS | India | $1.53B | +10% | +12% | 7% | 47.3× | n/a | n/a |
| Shenzhen Forms Syntron Information 300468.SZ | China | $1.52B | -33% | +9% | 9% | n/a | n/a | n/a |
| Cetc Potevio Science & Technology 002544.SZ | China | $1.52B | -41% | 0% | 0% | 375.0× | n/a | n/a |
| Guangzhou Sie Consulting 300687.SZ | China | $1.52B | 0% | +3% | -3% | 79.8× | n/a | n/a |
| Neusoft 600718.SS | China | $1.51B | -3% | -5% | -5% | 37.1× | -6.1% | +9.7% |
| Voyager Technologies VOYG | United States | $1.49B | -19% | +42% | -82% | n/a | n/a | n/a |
| PDF Solutions PDFS | United States | $1.59B | -27% | +23% | 8% | 26.0× | n/a | n/a |
| Jiangsu Eazytec 688258.SS | China | $1.46B | -33% | 0% | 28% | 47.5× | 40.1% | +11.1% |
| CETC Digital Technology 600850.SS | China | $1.62B | -18% | -1% | 2% | 17.3× | 19.1% | +5.8% |
| Zen Technologies ZENTEC.NS | India | $1.64B | +6% | +4% | 31% | 45.7× | 53.0% | +66.0% |
| Quantum Computing QUBT | United States | $1.43B | -34% | +3,635% | -775% | n/a | n/a | n/a |
| Mega Fortune MGRT | United States | $1.65B | -14% | -8% | -37% | n/a | n/a | n/a |
| VSTECS 0856.HK | Hong Kong | $1.42B | -30% | +11% | 2% | 6.4× | -12.2% | +6.9% |
| secunet Security Networks YSN.DE | Germany | $1.66B | +20% | +13% | 11% | 37.3× | n/a | n/a |
| Simplex Holdings,Inc 4373.T | Japan | $1.66B | +25% | +20% | 23% | 19.4× | 12.4% | +16.3% |
| Everforth EFOR | United States | $1.41B | +69% | 0% | 6% | 8.3× | -1.5% | +2.6% |
| Northking Information Technology 002987.SZ | China | $1.67B | -14% | +1% | 6% | 30.6× | 16.2% | +16.1% |
| Digital China Information Service 000555.SZ | China | $1.39B | -30% | -8% | 0% | 80.2× | n/a | n/a |
| ESDS Software Solution ESDS.NS | India | $1.38B | n/a | +31% | 36% | 64.8× | 22.6% | +22.4% |