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Size Koala (KOA.AX) is an Australia Consumer Discretionary company (Home Furnishings) with a market value of $343M, the 311th largest of 316 Australia companies the cockpit tracks. Shares closed at A$5.44 on 6 Nov 2026.
Performance Over six months the shares gained 78.4%, against -22.2% for the median peer and +4.1% for the Australia market (cap-weighted) — highest of 20 in its peer set.
Growth Revenue grew 20.2% over the last twelve months (peer median -0.8%); the operating margin is 5.2% (peer median 5.0%).
Valuation It trades at 20.7× forward earnings against a peer median of 24.8× (6th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +22%, so the hurdle is -11 pp: the price already allows for a slowdown.
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$332M | A$332M | A$277M | A$195M | A$183M |
| Revenue growth | — | +20% | +42% | +6% | — |
| Gross profit | A$167M | A$167M | A$125M | A$83.7M | A$75.7M |
| EBITDA | A$22.3M | A$22.4M | A$7.48M | A$3.06M | A$1.15M |
| Net income | A$24.6M | A$24.6M | -A$4.60M | -A$1.39M | -A$9.65M |
| Free cash flow | A$25.9M | A$25.9M | A$27.4M | A$7.80M | A$19.3M |
| Capital expenditure | A$1.89M | A$1.89M | A$2.70M | A$2.55M | A$3.37M |
| Total debt | n/a | A$6.67M | A$16.3M | A$50.9M | A$78.1M |
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 | KOA.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.5% | -9.1% | 2nd highest of 21 |
| 6-month return | +78.4% | -22.2% | highest of 20 |
| Distance from 52-week high | -3.7% | -39.1% | highest of 21 |
| Revenue growth (TTM) | +20.2% | -0.8% | 3rd highest of 21 |
| Operating margin | 5.2% | 5.0% | 11th highest of 21 |
| Forward P/E | 20.7× | 24.8× | 6th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | 10.9% | 3.3% | 4th most demanding of 11 |
| Growth delivered (Del g) | +22.0% | +1.0% | 3rd highest of 11 |
| Hurdle (Req g minus delivered) | -11.1 pp | -1.0 pp | 3rd least demanding of 11 |
| EV / EBITDA | 19.3× | 7.4× | most expensive of 8 |
| Net debt / EBITDA | -2.9× | 1.7× | 2nd least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Koala KOA.AX | Australia | $343M | +78% | +20% | 5% | 20.7× | 10.9% | +22.0% |
| Yangzhou Jinquan Travelling Goods 603307.SS | China | $342M | -20% | +4% | 13% | 28.7× | -2.5% | +7.3% |
| XMAX XMAX | United States | $346M | n/a | +64% | -21% | n/a | n/a | n/a |
| Hunan Mendale Hometextile 002397.SZ | China | $340M | -36% | +6% | 5% | n/a | n/a | n/a |
| Tachikawa 7989.T | Japan | $335M | -1% | +4% | 11% | n/a | -2.1% | +1.3% |
| QuMei Home Furnishings 603818.SS | China | $354M | -7% | -6% | -2% | 34.4× | 11.3% | -4.4% |
| Goldenhome Living 603180.SS | China | $329M | -22% | -12% | -8% | n/a | n/a | n/a |
| Xiamen R & T Plumbing Technology 002790.SZ | China | $359M | -23% | -23% | -4% | 156.0× | n/a | n/a |
| Zbom Home Collection 603801.SS | China | $363M | -35% | -20% | -4% | n/a | n/a | n/a |
| Duni DUNI.ST | Sweden | $324M | -22% | -2% | 6% | 20.5× | n/a | n/a |
| Nilkamal NILKAMAL.NS | India | $319M | +55% | +8% | 5% | 20.9× | 17.3% | +12.5% |
| GWA GWA.AX | Australia | $374M | +2% | +1% | 18% | 11.2× | 1.3% | +0.8% |
| Nanjing OLO Home Furnishing 603326.SS | China | $310M | -26% | -7% | 12% | 9.8× | 1.6% | -1.7% |
| Zhejiang Zhenshi New Materials 601112.SS | China | $393M | -27% | +62% | 11% | 29.0× | n/a | n/a |
| Svedbergs SVED-B.ST | Sweden | $297M | -10% | +5% | 14% | 14.3× | 4.9% | +28.2% |
| Hebei Keli Automobile Equipment 301552.SZ | China | $418M | -29% | -5% | 21% | n/a | 9.0% | +31.2% |
| Guangzhou Shangpin Home Collection 300616.SZ | China | $419M | -30% | -21% | -20% | 238.5× | n/a | n/a |
| DFS Furniture DFS.L | United Kingdom | $420M | +12% | +3% | 7% | 9.0× | -2.5% | -0.1% |
| DO & SHUIHUA 002798.SZ | China | $443M | -35% | -18% | -20% | n/a | 15.8% | -16.3% |
| Triumph New Energy 1108.HK | Hong Kong | $473M | -51% | -36% | -76% | n/a | n/a | n/a |
| G-Tech Optoelectronics 3149.TW | Taiwan | $484M | +22% | +8% | -21% | 77.6× | n/a | n/a |