Loading…
Employees: 2,000
Size Webbeds (WEB.AX) is an Australia Consumer Discretionary company (Other Consumer Services) with a market value of $871M, the 196th largest of 316 Australia companies the cockpit tracks. Shares closed at A$3.83 on 6 Nov 2026.
Performance Over six months the shares gained 44.5%, against -15.8% for the median peer and +4.1% for the Australia market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 20.0% over the last twelve months (peer median +3.6%); the operating margin is 25.2% (peer median 11.4%).
Valuation It trades at 15.7× forward earnings against a peer median of 15.7× (8th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +50%, so the hurdle is -46 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 7.3 points above its cost of capital (11.5% WACC).
Next results Next results expected around 25 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | A$394M | A$394M | A$328M | A$320M | A$364M |
| Revenue growth | — | +20% | +3% | -12% | — |
| Gross profit | A$162M | A$157M | A$109M | A$126M | A$104M |
| EBITDA | A$143M | A$143M | A$118M | A$142M | A$131M |
| Net income | A$35.5M | A$35.5M | A$202M | A$68.0M | A$14.5M |
| Free cash flow | A$129M | A$129M | A$76.8M | A$179M | A$175M |
| Capital expenditure | A$37.2M | A$37.2M | A$43.7M | A$41.4M | A$34.1M |
| Total debt | n/a | A$256M | A$246M | A$240M | A$240M |
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 | WEB.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +15.0% | -2.5% | 2nd highest of 21 |
| 6-month return | +44.5% | -15.8% | 2nd highest of 21 |
| Distance from 52-week high | -24.0% | -37.4% | 4th highest of 21 |
| Revenue growth (TTM) | +20.0% | +3.6% | 4th highest of 21 |
| Operating margin | 25.2% | 11.4% | 7th highest of 21 |
| Forward P/E | 15.7× | 15.7× | 8th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 4.5% | 0.8% | 4th most demanding of 16 |
| Growth delivered (Del g) | +50.3% | +23.2% | highest of 16 |
| Hurdle (Req g minus delivered) | -45.8 pp | -21.7 pp | 2nd least demanding of 16 |
| ROIC minus cost of capital | +7.3 pp | +3.3 pp | 6th highest of 19 |
| EV / EBITDA | 7.3× | 6.7× | 4th most expensive of 13 |
| Net debt / EBITDA | -1.5× | 0.1× | 3rd least indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Webbeds WEB.AX | Australia | $871M | +45% | +20% | 25% | 15.7× | 4.5% | +50.3% |
| Trainline TRN.L | United Kingdom | $887M | -5% | +1% | 27% | 7.9× | -8.0% | +46.5% |
| Dongguan Kingsun Optoelectronic 002638.SZ | China | $849M | -16% | -24% | -34% | n/a | n/a | n/a |
| Voyageurs du Monde ALVDM.PA | France | $896M | +28% | +4% | 8% | 18.1× | 1.8% | +46.3% |
| Shaanxi Tourism Culture Industry 603402.SS | China | $832M | -36% | -18% | 54% | 18.7× | -15.9% | +27.6% |
| TripAdvisor TRIP | United States | $820M | -38% | -4% | 5% | 10.1× | -6.6% | +25.6% |
| Sats SATS.OL | Norway | $937M | +10% | +5% | 18% | 15.2× | -5.9% | +10.6% |
| China Travel International Investment Hong Kong 0308.HK | Hong Kong | $809M | 0% | -7% | 11% | 23.4× | 5.4% | +15.7% |
| Mader MAD.AX | Australia | $806M | -29% | +15% | 9% | 15.7× | 5.2% | +26.9% |
| Caissa Tourism 000796.SZ | China | $805M | -36% | +42% | -10% | n/a | n/a | n/a |
| Dalian Sunasia Tourism 600593.SS | China | $793M | +19% | +5% | 32% | n/a | n/a | n/a |
| Afya AFYA | United States | $960M | -25% | +17% | 32% | 5.9× | -16.3% | +23.2% |
| Emei Shan Tourism 000888.SZ | China | $789M | -16% | -8% | 15% | 21.7× | 3.2% | +15.1% |
| UTour 002707.SZ | China | $740M | -15% | -9% | 2% | 76.6× | 9.7% | +33.8% |
| China CYTS Tours 600138.SS | China | $737M | -25% | +15% | 3% | 43.9× | 1.5% | +9.7% |
| CATARC Automotive Proving Ground 301215.SZ | China | $1.10B | -12% | +23% | 43% | n/a | n/a | n/a |
| Lijiang Yulong Tourism 002033.SZ | China | $687M | -12% | +8% | 37% | 18.3× | 0.8% | +14.8% |
| American Public Education APEI | United States | $682M | -34% | +4% | 10% | 14.5× | 0.4% | +15.1% |
| Zhang Jia Jie Tourism 000430.SZ | China | $1.15B | -22% | +20% | -81% | n/a | n/a | n/a |
| Strategic Education STRA | United States | $1.16B | -35% | +4% | 16% | 7.9× | -12.6% | +4.3% |
| eDreams ODIGEO EDR.MC | Spain | $637M | +59% | -3% | 12% | 15.5× | 2.9% | +44.2% |