Challenger Limited

Challenger Limited

11.64
AUD
+0.04
(+0.34%)
0.57EPS
13.59P/E
6.84BMarket Cap
Feb 11Next Earn

Total Valuation

AUD

As of June 30, 2026, Challenger Limited carries a market capitalization of 6.84B, placing it among publicly traded companies globally. Its enterprise value stands at -18.99B, reflecting the total theoretical takeover cost after accounting for cash holdings and debt obligations.

Market Cap6.84B
Enterprise Value-18.99B

Important Dates

Challenger Limited's next confirmed earnings release is scheduled for February 11, 2027.

Earnings Date2/11/2027

Share Statistics

As of June 30, 2026, Challenger Limited has 683.80M shares outstanding.

Shares Outstanding683.80M

Valuation Ratios

As of June 30, 2026, Challenger Limited trades at a trailing price-to-earnings ratio of 13.59. The price-to-sales ratio is 3.88, and the price-to-book ratio stands at 1.68.

PE Ratio13.59
PS Ratio3.88
PB Ratio1.68
P/TBV Ratio1.89

Financial Position

These figures are as of June 30, 2026.

Debt / Equity208.18

Financial Efficiency

AUD

Over the twelve months ended June 30, 2026, Challenger Limited posted a return on equity (ROE) of 12.75, showing how much profit the company earns on every dollar of shareholder capital. Return on assets (ROA) stands at 1.41, measuring how efficiently the asset base is converted into earnings. Return on capital employed (ROCE) is 4.10, useful for judging operating efficiency across full business cycles. The company generates approximately 3.07M in revenue per employee across its workforce of 577.00, a quick read on workforce productivity versus industry peers.

Return on Equity (ROE)12.75
Return on Assets (ROA)1.41
Return on Capital Employed (ROCE)4.10
Revenue Per Employee3.07M
Employee Count577.00

Taxes

AUD

Over the twelve months ended June 30, 2026, Challenger Limited recorded 205.10M in income tax expense. That works out to an effective tax rate of 30.42, which can sit above or below the statutory corporate tax rate depending on foreign earnings mix, tax credits, and one-off items. Taxes are levied on pretax income of 674.20M, leaving 505.60M in net income after tax - the gap is what shifts in the tax rate do to reported earnings and EPS.

Income Tax205.10M
Effective Tax Rate30.42

Stock Price Statistics

AUD

As of the close on October 22, 2026, Challenger Limited's stock has gained approximately 30.64% over the past 52 weeks. The 50-day moving average sits at 10.07, while the 200-day moving average is 9.35.

52-Week Price Change30.64%
50-Day Moving Average10.07
200-Day Moving Average9.35

Income Statement

AUD

Over the twelve months ended June 30, 2026, Challenger Limited generated 1.77B in revenue and converted that into 505.60M in net income, yielding earnings per share of 0.57.

Revenue1.77B
Pretax Income674.20M
Net Income505.60M
Earnings Per Share (EPS)0.57

Balance Sheet

AUD

As of June 30, 2026, Challenger Limited holds 34.29B in cash and equivalents against 8.46B in total debt, resulting in a net debt position of 7.78B.

Cash & Cash Equivalents34.29B
Total Debt8.46B
Net Debt7.78B
Equity (Book Value)4.06B
Book Value Per Share5.94

Cash Flow

AUD

These figures cover the twelve months ended June 30, 2026.

Capital Expenditures-500,000.00

Margins

These figures cover the twelve months ended June 30, 2026.

Pretax Margin38.11
Profit Margin28.58

Dividends & Yields

AUD

Over the twelve months ended June 30, 2026, Challenger Limited paid dividends of 0.31 per share. The dividend payout ratio of 44.85 indicates the proportion of earnings distributed to shareholders, a key gauge of how sustainable the dividend is and how much room remains for future dividend growth. Total shareholder yield reaches 1.30, combining dividends paid with share buybacks and debt reduction for a fuller picture of capital returned to Challenger Limited shareholders.

Dividend Per Share0.31
Payout Ratio44.85
Shareholder Yield1.30

Stock Splits

Challenger Limited's most recent stock split took place on December 10, 2004 with a 5:1 split ratio.

Last Split Date12/10/2004
Split Ratio5:1