Overview
McMillan Shakespeare Limited, based in Australia, operates primarily in the financial services industry, focusing on salary packaging, vehicle leasing, and fleet management services. Established in 1988, it has grown to become a leading provider in outsourced administration services related to remuneration and asset management, particularly serving government and corporate sectors. A cornerstone of its business is managing novated leases and salary packaging for employee benefit programs, which help employees to optimize their income and taxation arrangements. The company also extends its expertise into the retail finance sector through broker services for vehicle financing and insurance. Over the years, McMillan Shakespeare Limited has demonstrated solid growth through strategic acquisitions and expansion into international markets, underpinning its reputation and operational footprint in the competitive financial services landscape.
Basic Stats
The share price of McMillan Shakespeare Limited as of 5 September 2025 is $19.40 / share. This is a decrease of -0.97% from the prior week. The market cap (or net worth) of McMillan Shakespeare Limited as of 5 September 2025 is $1,351.07 MM.
The Factor Analysis chart (below right) shows a view of McMillan Shakespeare Limited from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 1,351.07 MM |
| EV | 1,952.68 MM |
| Shares Out. | 69.64 MM |
| Earnings Date | |
| EPS (TTM) | 1.37 |
| Dividend Yield | 7.63 % |
| Ex-Dividend Date | 2025-09-11 |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | 0.85 MM |
| Short Float | 1.45 % |
| Days to Cover | 2.49 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | 0.29 |
| Beta | 0.36 |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | 14.17 |
| Price/Book | 11.98 |
| Price/TBV | 112.16 |
| Book/Market | 0.08 |
| EBIT/EV | 0.07 |
| EBIT(3yr avg)/EV | 0.06 |
| ROA | 0.07 |
| ROE | 0.74 |
| ROIC | 0.11 |
| CROIC | -0.03 |
| OCROIC | -0.07 |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | 49.84 /100 |
| Profitability | 40.91 /100 |
| Quality Score | 16.71 /100 |
| Value Score | 72.73 /100 |
| Momentum Score | 71.65 /100 |
| Stability (Low Vol) Score | 74.67 /100 |
| Analyst Sentiment | 45.17 /100 |
| Fund Sentiment | 64.03 /100 |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | 76.82 /100 |
| QVM Score | |
| Piotroski F-SCORE | 4.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for McMillan Shakespeare Limited is $20.73. The forecasts range from a low of $19.89 to a high of $22.58. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for McMillan Shakespeare Limited. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-03-29 | CREDIT SUISSE - AUSTRALIA | Outperform | Outperform | Maintains |
| 2023-03-13 | MACQUARIE RESEARCH | Outperform | Neutral | Downgrade |
| 2023-02-27 | MACQUARIE RESEARCH | Neutral | Outperform | Upgrade |
| 2023-02-24 | ORD MINNETT | Hold | Hold | Maintains |
| 2022-08-30 | ORD MINNETT | Hold | Hold | Maintains |
| 2022-07-04 | MACQUARIE RESEARCH | Neutral | Neutral | Maintains |
| 2023-05-28 | MACQUARIE RESEARCH | Outperform | Neutral | Downgrade |
| 2023-05-02 | ORD MINNETT | Hold | Hold | Maintains |
| 2023-03-28 | CREDIT SUISSE - AUSTRALIA | Outperform | Outperform | Maintains |
| 2023-02-26 | MACQUARIE RESEARCH | Neutral | Outperform | Upgrade |
| 2022-08-29 | ORD MINNETT | Hold | Hold | Maintains |
| 2022-07-03 | MACQUARIE RESEARCH | Neutral | Neutral | Maintains |
| 2023-06-08 | CREDIT SUISSE - AUSTRALIA | Outperform | Outperform | Maintains |
| 2023-08-23 | MACQUARIE RESEARCH | Neutral | Outperform | Upgrade |
| 2023-08-23 | ORD MINNETT | Hold | Hold | Maintains |
| 2023-12-21 | MACQUARIE RESEARCH | Outperform | Outperform | Maintains |
| 2023-08-24 | ORD MINNETT | Hold | Hold | Maintains |
| 2023-08-24 | MACQUARIE RESEARCH | Neutral | Outperform | Upgrade |
| 2023-06-09 | CREDIT SUISSE - AUSTRALIA | Outperform | Outperform | Maintains |
| 2023-05-29 | MACQUARIE RESEARCH | Outperform | Neutral | Downgrade |
| 2023-05-03 | ORD MINNETT | Hold | Hold | Maintains |
| 2024-07-03 | BELL POTTER SECURITIES | Buy | Buy | Maintains |
| 2024-07-01 | MACQUARIE RESEARCH | Outperform | Outperform | Maintains |
| 2024-02-20 | ORD MINNETT | Hold | Hold | Maintains |
| 2023-12-20 | MACQUARIE RESEARCH | Outperform | Outperform | Maintains |
| 2025-03-18 | MACQUARIE RESEARCH | Outperform | Outperform | Maintains |
| 2025-03-03 | BELL POTTER SECURITIES | Buy | Hold | Downgrade |
| 2025-02-26 | CANACCORD GENUITY | Hold | Hold | Maintains |
| 2024-12-12 | CANACCORD GENUITY | Buy | Hold | Downgrade |
| 2024-11-20 | MACQUARIE RESEARCH | Outperform | Outperform | Maintains |
| 2024-10-02 | BELL POTTER SECURITIES | Buy | Buy | Maintains |
| 2024-02-20 | CANACCORD GENUITY | Buy | Buy | Maintains |
| 2025-07-02 | BELL POTTER SECURITIES | Hold | Hold | Maintains |
| 2025-05-25 | CANACCORD GENUITY | Hold | Hold | Maintains |
