Super Retail Group (SUL)
SUL $13.70
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Performance
Share price activity
- Last (Price)
- 13.70
- Change
- ▼ -0.19 (-1.37)
- Bid / Ask
- 13.68 - 13.71
- Volume
- 543,706
- Turnover
- 7,075,828
- Open
- 13.75
- Day Range
- 13.51 - 14.00
- VWAP
- 13.73
- Prev Close
- 13.89
- Last Trade
- 06/11 4:10pm
Key information
- Sector
- Consumer Cyclical
- Shares Issued
- 225,826,500
- NTA/Share
- 2.07
- Last Dividend
- 0.33
- Dividend Ex Date
- 7 SEP 2026
- Dividend Pay Date
- 29 SEP 2026
Current (AUD) · FY2026
- Revenue
- 4,199.80
- EBITDA
- 743.60
- Profit
- 205.90
- Earnings Per Share (EPS)
- 0.91
- Dividend Per Share (DPS)
- 0.96
- Yield %
- 4.74
- Market Cap
- 3,093.82
- Price to Earnings Ratio (P/E)
- 15.12
Estimates (AUD) · FY2027
- Revenue
- 4,308.90
- EBITDA
- 783.00
- Profit
- 211.80
- Earnings Per Share (EPS)
- 0.94
- Dividend Per Share (DPS)
- 0.64
Quantitative rating
Undervalued
- Economic Moat
- Narrow
- Financial Health
- Moderate
- Uncertainty
- Medium
Morningstar Quantitative Rating as of 5 NOV 2026.
Quantitative Equity Rating Methodology – view here
Fair value estimate
Five-star price 13.05 Fair value 15.04 One-star price 17.33
Morningstar Quantitative Rating as of 5 NOV 2026.
Quantitative valuation
- Fair Value
- 15.04
- Price / Fair Value
- 0.92
- Valuation
- Undervalued
- Uncertainty
- Medium
Morningstar Quantitative Rating as of 5 NOV 2026. The slider runs from the five-star price (13.05) to the one-star price (17.33).
| Ratios |
|---|
| Currency (Price/reporting): AUD/AUD |
| Exchange Rate: 1.0000 |
| Price - closing or last bid | 13.70 |
| Price - 12 month high | 17.65 |
| Price - 12 month low | 10.08 |
| Pricing date | 5 NOV 2026 |
| Volume - avg. trading volume for the last ten days | 0.89 |
| Market capitalization | 3,093.82 |
| 12 Month High price date | 3 DEC 2025 |
| 12 Month Low price date | 7 MAY 2026 |
| Volume - avg. trading volume for the last 3 months | 0.68 |
| Price - 1 Day % Change | -1.37% |
| Price - 13 week price percent change | 1.41% |
| Price - 26 week price percent change | 17.40% |
| Price - 5 Day % Change | 8.39% |
| Price - 52 week price percent change | -13.40% |
| Price - YTD price percent change | -14.54% |
| Price % Change Month To Date | 7.03% |
| EPS excluding extraordinary items - most recent fiscal year | 0.906 |
| EPS excluding extraordinary items - trailing 12 month | 0.906 |
| EPS Normalized - most recent fiscal year | 0.994 |
| Revenue/share - most recent fiscal year | 18.480 |
| Revenue/share - trailing 12 month | 18.480 |
| Book value per share - most recent fiscal year | 5.755 |
| Book value per share - most recent half-year | 5.755 |
| Book value (tangible) per share - most recent fiscal year | 2.067 |
| Book value (tangible) per share - most recent half-year | 2.067 |
| Cash per share - most recent fiscal year | 0.074 |
| Cash per share - most recent half-year | 0.074 |
| Cash Flow per share - most recent fiscal year | 2.262 |
| Cash Flow per share - trailing 12 month | 2.262 |
| Dividend per share - most recent fiscal year | — |
| Dividends per share - trailing 12 month | 0.650 |
| EBITD per share - trailing 12 month | 3.272 |
| EPS Basic excluding extraordinary items - most recent fiscal year | 0.912 |
| EPS Basic excluding extraordinary items - trailing 12 month | 0.912 |
| EPS including extraordinary items - most recent fiscal year | 0.912 |
| EPS including extraordinary items - trailing 12 month | 0.912 |
| Free Cash Flow per share - trailing 12 month | 1.719 |
| P/E excluding extraordinary items, most recent fiscal year | 15.12 |
| P/E Normalized, most recent fiscal year | 13.78 |
| Price to sales - most recent fiscal year | 0.74 |
| Price to Tangible Book - most fiscal year | 6.63 |
| Price to Free Cash Flow per Share - most recent fiscal year | 7.97 |
| Price to Cash Flow per share - trailing 12 month | 6.06 |
| Price to Book - most recent fiscal year | 2.38 |
| P/E excluding extraordinary items high, trailing 12 months | 18.35 |
| P/E excluding extraordinary items low, trailing 12 months | 12.69 |
| Net Debt, LFI | 1,163.30 |
| Net Debt, LFY | 1,305.00 |
| Dividend Yield - 5 Year Average | 5.42% |
| Dividend Yield - indicated annual dividend divided by closing price | 4.93% |
| Current Dividend Yield - Common Stock Primary Issue, LTM | 4.74% |
| Free Cash Flow - most recent fiscal year | 390.60 |
| LT debt/equity - most recent fiscal year | 83.33% |
| Payout ratio - most recent fiscal year | — |
| Total debt/total equity - most recent fiscal year | 101.70% |
| LT debt/equity - most recent half-year | 81.85% |
| Total debt/total equity - most recent half-year | 99.98% |
| Free Cash Flow - trailing 12 month | 390.60 |
| Payout ratio - trailing 12 month | — |
| Revenue - most recent fiscal year | 4,199.80 |
| Revenue - trailing 12 month | 4,199.80 |
| EBITD - most recent fiscal year | 743.60 |
| EBITD - trailing 12 month | 743.60 |
| Earnings before taxes - most recent fiscal year | 277.60 |
| Earnings before taxes - trailing 12 month | 277.60 |
| Net Income available to common - most recent fiscal year | 205.90 |
| Net Income available to common - trailing 12 months | 205.90 |
| Earnings before taxes Normalized - most recent fiscal year | 279.20 |
| Net Income Available to Common, Normalized - most recent fiscal year | 225.90 |
| Earnings per Share, Normalized, Excluding Extraordinary Items, Avg. Diluted Shares Outstanding, TTM | 0.99 |
| Net Profit Margin % - 1st historical fiscal year | 4.90% |
| Net Profit Margin % - trailing 12 month | 4.90% |
| Operating margin - 1st historical fiscal year | 8.51% |
| Operating margin - trailing 12 month | 8.51% |
| Pretax margin - trailing 12 month | 6.61% |
| Pretax margin - 1st historical fiscal year | 6.61% |
| Operating Margin - 5 year average | 9.99% |
| Pretax Margin - 5 year average | 8.56% |
| Free Operating Cash Flow/Revenue, 5 Year Average | 9.56% |
| Free Operating Cash Flow/Revenue, TTM | 9.30% |
| Net Profit Margin - 5 year average | 6.05% |
| Return on average assets - most recent fiscal year | 5.99% |
| Return on average assets - trailing 12 month | 5.99% |
| Return on average equity - most recent fiscal year | 15.87% |
| Return on average equity - trailing 12 month | 15.87% |
| Return on average assets - 5 year average | 7.41% |
| Return on average equity - 5 year average | 18.23% |
| Net Income/employee - most recent fiscal year | — |
| Revenue/employee - most recent fiscal year | — |
| Revenue growth rate, 5 year | 3.99% |
| EPS growth rate, 5 year | -7.26% |
| Growth rate% - dividend, 3 year | -5.01% |
| Revenue/share (5 yr growth) | 4.05% |
| Growth rate% - Revenue, 3 year | 3.37% |
| Growth rate% - EPS, 3 year | -7.75% |
| Book value per share growth rate, 5 year | 1.16% |
| Capital Spending growth rate, 5 year | 7.74% |
| Earnings Before Interest, Taxes, Depreciation & Amortization, 5 Year CAGR | -0.67% |
Financial forecast (AUD, millions except per share)
| Actuals | Estimates | |||||||
| 2026 | 2027 | 2028 | 2029 | |||||
| Estimate breakdown | ||||||||
Financials (AUD, millions)
| Period end: | JUN 22 | JUN 23 | JUN 24 | JUN 25 | JUN 26 |
| Fiscal year: | 2022 | 2023 | 2024 | 2025 | 2026 |
| Period length: | 12 months | 12 months | 12 months | 12 months | 12 months |
Announcements
| DATE | TIME | HEADING | PAGES |
| Price sensitive |
Opinion
Super Retail Group (ASX: SUL) $14.45
SUL +15.05%: Delivered a solid earnings beat in a reporting season that has been particularly unforgiving for consumer-facing stocks. Comparable sales during the first seven weeks of FY27 was strong, and shows trading hasn't fallen off a cliff despite the difficult consumer backdrop.
Super Retail Group Ltd (ASX: SUL) $12.38
We looked at SUL in detail last month, here, and we were neutral at the time ~$13 and its hard to get too excited, even with the stock lower, ahead of its FY26 result on Thursday.
Super Retail Group (ASX: SUL) $13.13
Over the last 3 months, the ASX consumer discretionary sector (+14.62%) has been the best-performing area of the market despite the Australian consumer backdrop remaining under meaningful pressure from several compounding headwinds. The recent positive momentum is suggesting things may be as bad as they will get:
Super Retail Group (ASX:SUL) $11.32
SUL –2.92%: Traded lower today after a softer trading update released after market yesterday. The result showed a weakening consumer as margins and headline sales both came under pressure over the recent period.
Super Retail Group Ltd (ASX:SUL) $12.52
SUL has delivered two strong results since last August ’25 but economic conditions have weighed on the stock, we liked Februarys result Here. This is a company MM likes and we held the stock in both our Active Growth & Income Portfolios through 2025, managing to take a profit on both as the sector crumbled with the RBA adopting a hawkish stance on interest rates.
Super Retail Group Ltd (ASX:SUL) $12.86
SUL delivered a sold 1H result in late February Here, pushing the stock up over 8% which importantly pointed to a clear improvement in trading momentum early in the second half, before the war! The retail sector has struggled through March as the war pushes up inflation concerns, bond yields and the prospect of three RBA rate hikes before Christmas.
Super Retail (SUL) $15.25
SUL +8.39%: shares rallied after the retailer delivered an in-line 1H result but, more importantly, pointed to a clear improvement in trading momentum early in the second half.
Super Retail Group Ltd (SUL) $15.40
SUL has struggled since the board sacked CEO Anthony Heraghty in September after admitting his disclosures about a relationship with senior executive Jane Kelly - not a billionaire behaving badly, but the impact was similar.
Super Retail (SUL) $16.52
SUL -4.29%: Shares were soft today after the board sacked CEO Anthony Heraghty after admitting his disclosures about a relationship with senior executive Jane Kelly were “not satisfactory.” CFO David Burns steps in as interim CEO.
Action
MM is bullish towards SUL around $13
MM is cautiously bullish toward SUL
MM is neutral towards SUL around $12
MM is neutral towards SUL around $13
MM prefers JBH to SUL in the consumer space
MM is cautiously bullish towards SUL around $12.50
MM is bullish SUL around $12.80
MM is neutral SUL ~$15, still preferring JBH at current levels
MM is selling SUL in the Active Growth & Income Portfolios, taking profit around $14.00
MM is long and cautiously bullish towards SUL
Business Summary
Super Retail operates in Australia and New Zealand, selling auto parts, sporting goods, and outdoor leisure equipment. The group generates revenue of over AUD 4 billion. There are generally a handful of larger players in each category in which the firm operates, with Super Retail the market leader in all three categories. The firm is growing organically, by expanding its physical store network and building its e-commerce capabilities. The last meaningful acquisitions were sporting goods retailer Rebel in fiscal 2012 and outdoor specialist Macpac in 2018.
PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Lead Portfolio Manager James Gerrish discussing the retail sector with a focus on Harvey Norman (HVN), Nick Scali (NCK), & Wesfarmers (WES)
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