Obermatt

Super Retail Group

ASX:SUL · AU000000SUL0
Specialty RetailLarge

360

54
EV / EBIT52
Price / Owner Earnings34
Owner Earnings Yield47
Dividend Yield84
Price/Sales56
EV / Gross Profit56
Price/Book50
Return on Capital63
Cash Return on Capital53
Return on Equity63
EBIT Margin65
Gross Profitability71
Cash Conversion81
Accruals81
Owner Earnings Margin59
Sales growth25
Profit Growth85
Long-Term EPS Growth24
Owner Earnings Growth58
Reinvestment34
Price momentum39
Debt load38
Refinancing40
Debt Payback35
Liquidity31
Analyst ratings25
Opinion Changes44
Price Target Upside34
Market mood48
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Super Retail Group clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryAustralia
IndustrySpecialty Retail
SizeLarge
TypePublic Company
ExchangeASX
Founded2004
Employees1,434
ISINAU000000SUL0
Last UpdateApr 2, 2026
Themes
NavigationRetail

Description

Super Retail Group Limited operates as a retailer that specializes in a diverse range of products across various segments. The company operates well-established retail chains including Supercheap Auto, rebel, BCF, and Macpac. Business Segments The…

Analysis

Quality compounder

Super Retail Group Limited is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is fair. You pay 18.4× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 5% yearly growth; analysts expect 2%. The price, in other words, assumes less than the experts do.

The trajectory is tepid and the balance sheet is adequate. The company scores 12/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
15
2023202420252026

All-time high

71

Mar 2024

All-time low

1

Jan 2025

Average rank

27

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
56
43
44
59
Price/Earnings
56
68
47
75
Price/Book
50
40
36
53
Dividend Yield
84
96
92
85
Value (overall)
71
67
63
73

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →