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Size Tuas (TUA.AX) is an Australia Communication Services company (Wireless Telecommunications) with a market value of $555M, the 247th largest of 316 Australia companies the cockpit tracks. Shares closed at A$1.46 on 6 Nov 2026.
Performance Over six months the shares fell 74.7%, against -8.7% for the median peer and +4.1% for the Australia market (cap-weighted) — lowest of 8 in its peer set.
Growth Revenue grew 20.6% over the last twelve months (peer median +12.5%); the operating margin is 11.9% (peer median 8.9%).
Valuation It trades at 23.9× forward earnings against a peer median of 21.2× (3rd most expensive of 6).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +44%, so the hurdle is -45 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 7.0 points below its cost of capital (11.7% WACC).
Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$214M | A$214M | A$177M | A$132M | A$94.3M |
| Revenue growth | — | +21% | +34% | +41% | — |
| Gross profit | A$49.7M | A$49.7M | A$37.4M | A$17.7M | A$2.29M |
| EBITDA | A$95.7M | A$95.7M | A$80.2M | A$56.3M | A$34.1M |
| Net income | A$29.3M | A$29.7M | A$8.09M | -A$4.95M | -A$16.8M |
| Free cash flow | A$58.3M | A$60.1M | A$31.7M | A$16.0M | -A$3.75M |
| Capital expenditure | A$43.5M | A$44.8M | A$64.5M | A$54.3M | A$48.8M |
| Total debt | n/a | A$538,996 | A$1.24M | A$1.71M | A$2.23M |
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 | TUA.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.8% | -1.7% | 3rd lowest of 9 |
| 6-month return | -74.7% | -8.7% | lowest of 8 |
| Distance from 52-week high | -81.3% | -26.7% | lowest of 9 |
| Revenue growth (TTM) | +20.6% | +12.5% | 3rd highest of 9 |
| Operating margin | 11.9% | 8.9% | 4th highest of 9 |
| Forward P/E | 23.9× | 21.2× | 3rd most expensive of 6 |
| Growth the price implies (Req g, 7 yrs) | -0.1% | -5.5% | 3rd most demanding of 7 |
| Growth delivered (Del g) | +44.5% | +3.4% | 2nd highest of 7 |
| Hurdle (Req g minus delivered) | -44.5 pp | -8.8 pp | least demanding of 7 |
| ROIC minus cost of capital | -7.0 pp | -1.7 pp | 4th lowest of 9 |
| EV / EBITDA | 2.6× | 6.5× | 3rd cheapest of 7 |
| Net debt / EBITDA | -5.8× | 0.1× | least indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tuas TUA.AX | Australia | $555M | -75% | +21% | 12% | 23.9× | -0.1% | +44.5% |
| Gogo GOGO | United States | $526M | -12% | +30% | 12% | 35.3× | n/a | n/a |
| SmarTone Telecommunications 0315.HK | Hong Kong | $663M | -9% | +6% | 11% | 9.2× | -17.5% | -0.3% |
| Hutchison Telecommunications Hong Kong 0215.HK | Hong Kong | $679M | -9% | +23% | 0% | 55.2× | -7.2% | +3.7% |
| Wuxi Online Offline Communication Information Technology 300959.SZ | China | $808M | -29% | -50% | -12% | n/a | 21.5% | -12.1% |
| Vision, Inc. ( Japan) 9416.T | Japan | $310M | -9% | +6% | 17% | 9.7× | -15.5% | +18.6% |
| Anterix ATEX | United States | $1.46B | +33% | +19% | -579% | n/a | 45.3% | +47.8% |
| Okinawa Cellular Telephone 9436.T | Japan | $1.90B | -3% | +5% | 24% | 21.2× | -3.7% | +3.1% |
| Digi Spain Telecom, S.A. Unipersonal DIGIS.MC | Spain | $2.16B | n/a | +19% | 6% | n/a | n/a | n/a |