Added to YB: 2024-12-18
Pitch date: 2024-12-17
DDR.AX [neutral]
Dicker Data Limited
+26.2%
current return
Author Info
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Company Info
Dicker Data Limited engages in the wholesale distribution of computer hardware, software, cloud, access control, surveillance, and technologies in Australia and New Zealand.
Market Cap
AUD 1.5B
Pitch Price
AUD 8.00
Price Target
10.06 (-0%)
Dividend
5.28%
EV/EBITDA
12.59
P/E
19.20
EV/Sales
0.83
Sector
Electronic Equipment, Instruments and Components
Category
dividend
Dicker Data: Quality Growth at a Reasonable Price?
DDR.AX (pass): Leading ANZ ICT distributor, 18% undervalued. Strong growth, dominant market position, diversifying into security. Risks: macroeconomic, tech disruption, supply chain. Mgmt owns significant stake. 10yr 18% profit CAGR. Not increasing position due to better opportunities elsewhere.
Read full article (18 min)