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Employees: 1,263
Size Mcmillan Shakespeare (MMS.AX) is an Australia Financials company (Finance/Rental/Leasing) with a market value of $913M, the 188th largest of 316 Australia companies the cockpit tracks. Shares closed at A$18.92 on 6 Nov 2026.
Performance Over six months the shares gained 11.9%, against -17.2% for the median peer and +4.1% for the Australia market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 7.7% over the last twelve months (peer median +10.0%); the operating margin is 30.5% (peer median 31.6%).
Valuation It trades at 10.41× book value against a peer median of 1.20× (most expensive of 21).
Price implies The share price implies a return on equity of about 85.9%; Mcmillan Shakespeare delivers 89.2%, so the price asks less than the business earns today.
Next results Next results expected around 23 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$580M | A$580M | A$539M | A$498M | A$450M |
| Revenue growth | — | +8% | +8% | +11% | — |
| Gross profit | A$242M | A$242M | A$210M | A$189M | A$138M |
| EBITDA | A$251M | A$252M | A$221M | A$201M | A$154M |
| Net income | A$106M | A$106M | A$95.3M | A$83.5M | A$32.3M |
| Free cash flow | -A$2.67M | -A$2.67M | -A$60.9M | -A$107M | A$20.2M |
| Capital expenditure | A$13.2M | A$13.2M | A$19.3M | A$21.6M | A$16.3M |
| Total debt | n/a | A$837M | A$758M | A$588M | A$325M |
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 | MMS.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +3.4% | -3.1% | 7th highest of 21 |
| 6-month return | +11.9% | -17.2% | 4th highest of 21 |
| Return on equity | 89.2% | 11.0% | highest of 21 |
| Price / book | 10.41× | 1.20× | most expensive of 21 |
| Trailing P/E | 12.5× | 10.7× | 8th most expensive of 17 |
| ROE the price implies | 85.9% | 7.6% | most demanding of 21 |
| ROE delivered | 89.2% | 11.7% | highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Mcmillan Shakespeare MMS.AX | Australia | $913M | +12% | +8% | 89% | 10.41× | 85.9% | 89.2% |
| SY Holdings Group Limited 6069.HK | Hong Kong | $917M | -25% | +17% | 13% | 1.58× | 7.2% | 13.0% |
| Aptus Value Housing Finance India APTUS.NS | India | $927M | -36% | +18% | 20% | 1.60× | 23.2% | 20.3% |
| Jaccs 8584.T | Japan | $935M | -19% | +2% | 6% | 0.49× | 3.8% | 5.5% |
| Aavas Financiers AAVAS.NS | India | $955M | -20% | +12% | 14% | 1.67× | 24.3% | 14.0% |
| Sun Hung Kai & 0086.HK | Hong Kong | $958M | -7% | -11% | 6% | 0.33× | 3.9% | 6.2% |
| Willis Lease Finance WLFC | United States | $992M | -37% | +22% | 10% | 1.47× | 11.2% | 10.2% |
| Orient 8585.T | Japan | $831M | -24% | +4% | 4% | 0.54× | 4.4% | 4.2% |
| Japan Investment Adviser 7172.T | Japan | $804M | -6% | +16% | 18% | 1.56× | 7.9% | 17.8% |
| Allied 0373.HK | Hong Kong | $800M | -34% | -40% | 2% | 0.13× | 3.4% | 1.7% |
| Burford Capital BUR.L | United Kingdom | $798M | -19% | -415% | -98% | 0.93× | 12.6% | -98.3% |
| Can Fin Homes CANFINHOME.NS | India | $1.05B | -16% | +8% | 19% | 1.55× | 29.3% | 19.4% |
| Navient NAVI | United States | $790M | -1% | -17% | -2% | 0.33× | 5.6% | -2.0% |
| Tourism Finance Corporation of India TFCILTD.NS | India | $787M | +92% | +28% | 12% | 5.34× | 65.6% | 12.4% |
| Lufax 6623.HK | Hong Kong | $773M | -59% | +5% | -3% | 0.07× | 3.8% | n/a |
| SBFC Finance SBFC.NS | India | $1.08B | -5% | +28% | 14% | 2.52× | 31.2% | 13.6% |
| Hotai Finance 6592.TW | Taiwan | $1.08B | -6% | -9% | 10% | 0.92× | 3.4% | 9.7% |
| Paisalo Digital PAISALO.NS | India | $752M | +52% | +24% | 15% | 3.56× | 49.6% | 14.7% |
| Funding Circle FCH.L | United Kingdom | $744M | +49% | +53% | 29% | 2.30× | 26.2% | 28.5% |
| RFA Financial RFA.TO | Canada | $741M | -6% | +32% | -14% | 0.74× | 5.5% | -13.8% |
| FinVolution Group Sponsored ADR FINV | United States | $740M | -43% | -2% | 12% | 0.29× | 4.1% | 11.7% |