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Size Lycopodium (LYL.AX) is an Australia Industrials company (Engineering & Construction) with a market value of $536M, the 254th largest of 316 Australia companies the cockpit tracks. Shares closed at A$19.60 on 6 Nov 2026.
Performance Over six months the shares gained 51.1%, against -14.8% for the median peer and +4.1% for the Australia market (cap-weighted) — highest of 20 in its peer set.
Growth Revenue grew 12.0% over the last twelve months (peer median +2.6%); the operating margin is 12.0% (peer median 4.7%).
Valuation It trades at 13.9× forward earnings against a peer median of 12.8× (3rd most expensive of 10).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -21 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 33.1 points above its cost of capital (7.3% WACC).
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$374M | A$374M | A$334M | A$345M | A$324M |
| Revenue growth | — | +12% | -3% | +6% | — |
| Gross profit | A$71.1M | A$71.1M | A$84.9M | A$79.9M | A$80.3M |
| EBITDA | A$52.5M | A$53.8M | A$65.6M | A$70.4M | A$63.3M |
| Net income | A$40.2M | A$40.2M | A$42.2M | A$50.7M | A$46.8M |
| Free cash flow | A$59.3M | A$59.3M | A$36.3M | A$26.8M | A$15.4M |
| Capital expenditure | A$2.56M | A$2.56M | A$1.98M | A$1.09M | A$4.41M |
| Total debt | n/a | A$12.5M | A$16.4M | A$12.6M | A$15.7M |
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 | LYL.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -15.9% | -4.8% | 4th lowest of 21 |
| 6-month return | +51.1% | -14.8% | highest of 20 |
| Distance from 52-week high | -20.9% | -33.6% | 7th highest of 21 |
| Revenue growth (TTM) | +12.0% | +2.6% | 9th highest of 21 |
| Operating margin | 12.0% | 4.7% | 2nd highest of 21 |
| Forward P/E | 13.9× | 12.8× | 3rd most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | -2.5% | 0.3% | 5th least demanding of 11 |
| Growth delivered (Del g) | +18.8% | +9.5% | 2nd highest of 10 |
| Hurdle (Req g minus delivered) | -21.3 pp | -2.7 pp | 2nd least demanding of 10 |
| ROIC minus cost of capital | +33.1 pp | -1.8 pp | highest of 20 |
| EV / EBITDA | 12.9× | 9.0× | 3rd most expensive of 11 |
| Net debt / EBITDA | -1.8× | 1.6× | least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lycopodium LYL.AX | Australia | $536M | +51% | +12% | 12% | 13.9× | -2.5% | +18.8% |
| Guangdong Provincial Academy of Building Research 301632.SZ | China | $537M | -43% | +13% | 7% | n/a | n/a | n/a |
| Asahi Kogyosha 1975.T | Japan | $537M | -15% | +17% | 11% | n/a | -3.1% | +8.3% |
| Longjian Road & Bridge 600853.SS | China | $532M | -12% | -10% | 5% | n/a | 5.9% | +8.3% |
| Ebro EV Motors EBROM.MC | Spain | $532M | -2% | +336% | 0% | n/a | n/a | n/a |
| Shenzhen Strongteam Decoration Engineering 002989.SZ | China | $540M | -39% | +2% | -29% | n/a | n/a | n/a |
| Super Telecom 603322.SS | China | $531M | -31% | -29% | -3% | n/a | 6.7% | +9.5% |
| BES Engineering 2515.TW | Taiwan | $546M | -14% | +1% | 5% | 8.4× | 12.2% | +9.0% |
| Capital Infra Trust CAPINVIT.NS | India | $548M | +13% | +421% | 55% | n/a | -4.0% | n/a |
| Zhejiang Reclaim Construction 002586.SZ | China | $523M | -36% | -24% | -3% | n/a | n/a | n/a |
| Sinoma Energy Conservation 603126.SS | China | $553M | -26% | +47% | 1% | n/a | n/a | n/a |
| Obrascon Huarte Lain OHLA.MC | Spain | $556M | -20% | -3% | 4% | n/a | n/a | n/a |
| Yahagi Construction 1870.T | Japan | $557M | -4% | +3% | 7% | 8.8× | -3.5% | +9.7% |
| Fujian Yongfu Power Engineering 300712.SZ | China | $558M | -26% | -16% | -1% | 43.1× | 36.9% | +11.7% |
| Moreld MORLD.OL | Norway | $513M | +34% | -23% | 3% | 13.9× | 0.6% | -23.1% |
| Continental 3703.TW | Taiwan | $509M | 0% | +7% | 6% | n/a | 0.0% | +9.7% |
| Nyab NYAB.ST | Sweden | $566M | +29% | +21% | 6% | 14.2× | -5.8% | +244.6% |
| Dayu Irrigation 300021.SZ | China | $506M | -26% | -15% | 4% | 12.8× | n/a | n/a |
| ITG ITG | United States | $568M | n/a | +16% | 7% | 5.6× | n/a | n/a |
| Civmec P9D.SI | Singapore | $570M | -1% | +19% | 9% | 13.1× | n/a | n/a |
| China Haisum Engineering 002116.SZ | China | $573M | -16% | -6% | 5% | 11.9× | n/a | n/a |