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Size IPD (IPG.AX) is an Australia Utilities company (Electric Utilities) with a market value of $372M, the 299th largest of 316 Australia companies the cockpit tracks. Shares closed at A$5.15 on 6 Nov 2026.
Performance Over six months the shares fell 17.7%, against -23.0% for the median peer and +4.1% for the Australia market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 16.8% over the last twelve months (peer median +3.1%); the operating margin is 11.4% (peer median 3.5%).
Valuation It trades at 15.9× forward earnings against a peer median of 17.7× (5th cheapest of 10).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +29%, so the hurdle is -23 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.5 points above its cost of capital (9.2% WACC).
Next results Next results expected around 22 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$414M | A$414M | A$355M | A$290M | A$227M |
| Revenue growth | — | +17% | +22% | +28% | — |
| Gross profit | A$66.7M | A$66.7M | A$57.8M | A$51.9M | A$37.5M |
| EBITDA | A$55.7M | A$55.5M | A$46.4M | A$40.1M | A$27.9M |
| Net income | A$30.5M | A$30.5M | A$26.2M | A$22.4M | A$16.1M |
| Free cash flow | A$30.4M | A$30.4M | A$37.3M | A$21.7M | A$5.26M |
| Capital expenditure | A$2.60M | A$2.60M | A$2.07M | A$1.70M | A$2.16M |
| Total debt | n/a | A$75.6M | A$31.5M | A$44.7M | A$13.8M |
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.
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 | IPG.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.5% | -7.7% | 5th lowest of 21 |
| 6-month return | -17.7% | -23.0% | 9th highest of 21 |
| Distance from 52-week high | -20.9% | -37.0% | 5th highest of 21 |
| Revenue growth (TTM) | +16.8% | +3.1% | 2nd highest of 21 |
| Operating margin | 11.4% | 3.5% | 4th highest of 21 |
| Forward P/E | 15.9× | 17.7× | 5th cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | 5.6% | 3.1% | 4th most demanding of 9 |
| Growth delivered (Del g) | +28.5% | +6.7% | highest of 9 |
| Hurdle (Req g minus delivered) | -23.0 pp | -1.6 pp | least demanding of 9 |
| ROIC minus cost of capital | +5.5 pp | -3.1 pp | 3rd highest of 21 |
| EV / EBITDA | 10.4× | 10.5× | 6th cheapest of 11 |
| Net debt / EBITDA | 0.8× | 2.5× | 6th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| IPD IPG.AX | Australia | $372M | -18% | +17% | 11% | 15.9× | 5.6% | +28.5% |
| eREX 9517.T | Japan | $370M | -26% | +3% | 3% | 11.0× | n/a | n/a |
| Okinawa Electric Power 9511.T | Japan | $366M | +14% | -3% | -1% | 18.0× | n/a | n/a |
| RattanIndia Power RTNPOWER.NS | India | $377M | -35% | -6% | 6% | n/a | n/a | n/a |
| SGC Energy 005090.KS | South Korea | $363M | -43% | -4% | 6% | 17.7× | n/a | n/a |
| Pace Digitek PACEDIGITK.NS | India | $361M | -15% | +8% | 16% | n/a | n/a | n/a |
| Beijing Jingneng Thermal 002893.SZ | China | $387M | -11% | +15% | 8% | n/a | 9.9% | +7.0% |
| Dalian Thermal Power 600719.SS | China | $387M | -18% | +2% | 8% | n/a | n/a | n/a |
| Giga Solar Materials 3691.TWO | Taiwan | $403M | 0% | +88% | 2% | n/a | n/a | n/a |
| Guangzhou Devotion Thermal Technology 300335.SZ | China | $341M | -26% | -11% | 10% | n/a | 4.9% | -7.8% |
| Zespol Elektrocieplowni Wroclawskich KOGENERACJA KGN.WA | Poland | $326M | +4% | +14% | 15% | n/a | n/a | n/a |
| Xi'an Actionpower Electric 688719.SS | China | $324M | -32% | +3% | -5% | 49.6× | n/a | n/a |
| PTC India PTC.NS | India | $437M | -39% | +13% | 4% | 9.6× | -18.2% | -1.4% |
| Suwen Electric Energy Technology 300982.SZ | China | $448M | -41% | -55% | -13% | 10.4× | n/a | n/a |
| Shenyang Huitian Thermal Power 000692.SZ | China | $308M | -23% | +2% | -7% | n/a | n/a | n/a |
| Hunan Chendian International Development 600969.SS | China | $453M | -18% | +4% | 3% | n/a | 0.2% | +6.4% |
| Acinque AC5.MI | Italy | $460M | -6% | -11% | 3% | n/a | 12.8% | +9.3% |
| Concord New Energy 0182.HK | Hong Kong | $296M | -23% | +4% | 30% | 5.8× | 8.5% | +4.2% |
| Genie Energy GNE | United States | $466M | +23% | +10% | 3% | 18.3× | -3.6% | +7.1% |
| Hallador Energy HNRG | United States | $476M | -46% | +8% | 2% | 2,020.0× | n/a | n/a |
| Sichuan Xichang Electric Power 600505.SS | China | $520M | -31% | -10% | 7% | n/a | 1.2% | +9.5% |