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Employees: 890
Size Shape Australia (SHA.AX) is an Australia Industrials company (Engineering & Construction) with a market value of $395M, the 288th largest of 316 Australia companies the cockpit tracks. Shares closed at A$6.70 on 6 Nov 2026.
Performance Over six months the shares fell 14.0%, against -9.0% for the median peer and +4.1% for the Australia market (cap-weighted) — 9th lowest of 19 in its peer set.
Growth Revenue grew 30.0% over the last twelve months (peer median -0.9%); the operating margin is 3.2% (peer median 5.2%).
Valuation It trades at 13.2× forward earnings against a peer median of 14.3× (3rd cheapest of 6).
Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is -18 pp: the price already allows for a slowdown.
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$1.23B | A$1.23B | A$948M | A$832M | A$857M |
| Revenue growth | — | +30% | +14% | -3% | — |
| Gross profit | A$89.1M | A$114M | A$81.3M | A$30.1M | A$24.6M |
| EBITDA | A$46.4M | A$46.4M | A$28.0M | A$25.7M | A$19.4M |
| Net income | A$31.7M | A$31.7M | A$21.1M | A$16.0M | A$10.5M |
| Free cash flow | A$47.5M | A$47.5M | A$51.2M | A$28.5M | A$21.5M |
| Capital expenditure | A$4.47M | A$4.47M | A$1.97M | A$1.95M | A$2.10M |
| Total debt | n/a | A$38.1M | A$24.1M | A$25.4M | A$31.5M |
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 | SHA.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.9% | -5.9% | 4th lowest of 20 |
| 6-month return | -14.0% | -9.0% | 9th lowest of 19 |
| Distance from 52-week high | -20.1% | -31.8% | 6th highest of 21 |
| Revenue growth (TTM) | +30.0% | -0.9% | 2nd highest of 19 |
| Operating margin | 3.2% | 5.2% | 9th lowest of 19 |
| Forward P/E | 13.2× | 14.3× | 3rd cheapest of 6 |
| Growth the price implies (Req g, 7 yrs) | -1.0% | -5.8% | 3rd most demanding of 10 |
| Growth delivered (Del g) | +16.6% | +6.3% | 2nd highest of 10 |
| Hurdle (Req g minus delivered) | -17.6 pp | -9.8 pp | 2nd least demanding of 10 |
| Net debt / EBITDA | -2.1× | 1.0× | 2nd least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shape Australia SHA.AX | Australia | $395M | -14% | +30% | 3% | 13.2× | -1.0% | +16.6% |
| Nichireki 5011.T | Japan | $394M | 0% | +1% | 8% | 13.2× | n/a | n/a |
| Phoenix Asia PHOE | United States | $395M | +18% | -2% | -17% | n/a | n/a | n/a |
| Chengdu Expressway 1785.HK | Hong Kong | $395M | -8% | +2% | 27% | n/a | n/a | n/a |
| Superland 0368.HK | Hong Kong | $392M | +405% | -6% | 6% | n/a | n/a | n/a |
| Da Yi Cheng Technology 7951.TWO | Taiwan | $398M | n/a | n/a | n/a | n/a | n/a | n/a |
| Multiconsult MULTI.OL | Norway | $390M | -17% | +4% | 5% | 14.3× | -5.8% | +9.6% |
| Daiichi Kensetsu 1799.T | Japan | $401M | -16% | +15% | 10% | n/a | -6.4% | +1.8% |
| YCIC Eco-Technology 002200.SZ | China | $401M | -22% | +41% | 0% | n/a | 34.5% | +14.0% |
| Steady Energy STEADY.HE | Finland | $388M | n/a | n/a | n/a | n/a | n/a | n/a |
| Hangzhou Freely Communication 603602.SS | China | $386M | -14% | +11% | -6% | n/a | -14.4% | +18.7% |
| Anhui Gourgen Traffic Construction 603815.SS | China | $404M | -40% | -32% | -29% | n/a | n/a | n/a |
| Zhong Fu Tong 300560.SZ | China | $405M | -18% | +15% | -1% | n/a | n/a | n/a |
| Daiho 1822.T | Japan | $405M | +2% | +1% | 5% | 15.5× | -12.7% | -2.9% |
| Tomoe 1921.T | Japan | $408M | -5% | +3% | 14% | n/a | -2.9% | +8.5% |
| Shanxi Installation 2520.HK | Hong Kong | $408M | +25% | -16% | 3% | n/a | n/a | n/a |
| Tekken 1815.T | Japan | $381M | -2% | -5% | 3% | n/a | n/a | n/a |
| Fujian Tendering 301136.SZ | China | $409M | -39% | -5% | -4% | n/a | n/a | n/a |
| Kawada Technologies 3443.T | Japan | $411M | -17% | -11% | 8% | 7.2× | -10.4% | -0.1% |
| Trevi Finanziaria Industriale TFIN.MI | Italy | $378M | +68% | -6% | 10% | 53.9× | -2.8% | +6.0% |
| Qilu Expressway 1576.HK | Hong Kong | $412M | -10% | -53% | 29% | n/a | 5.5% | +6.3% |