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Experience Co Ltd (AU:EXP)
ASX:EXP
Australian Market
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Experience Co Ltd (EXP) AI Stock Analysis

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AU:EXP

Experience Co Ltd

(Sydney:EXP)

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Neutral 58 (OpenAI - Gpt-5.6Sol)
Rating:58Neutral
Price Target:
AU$0.10
▼(-5.00% Downside)
Action:Reiterated
Date:08/28/26
The score is primarily supported by improving fundamentals—positive operating profitability, reduced leverage, and sustained positive operating and free cash flow. It is held back by weak technical momentum (below key moving averages with negative MACD and low RSI) and valuation limitations due to negative earnings despite a moderate dividend yield.
Positive Factors
Long-term Revenue Scale
Revenue has expanded substantially over five years, indicating a larger operating base and stronger market reach. This scale can support improved fixed-cost absorption and provide a foundation for future profitability if demand and margins stabilize.
Negative Factors
Persistent Net Losses
Despite positive operating earnings, the company remains slightly loss-making at the net level. Continued inability to convert operating performance into consistent bottom-line profits limits shareholder returns and leaves the recovery incomplete.
Read all positive and negative factors
Positive Factors
Negative Factors
Long-term Revenue Scale
Revenue has expanded substantially over five years, indicating a larger operating base and stronger market reach. This scale can support improved fixed-cost absorption and provide a foundation for future profitability if demand and margins stabilize.
Read all positive factors

Experience Co Ltd (EXP) vs. iShares MSCI Australia ETF (EWA)

Experience Co Ltd Business Overview & Revenue Model

Company Description
Experience Co Ltd (EXP) is an Australia-based provider of adventure tourism and leisure experiences. The company operates and sells experiences such as skydiving and other tourism activities, and also runs related booking and retail channels for c...
How the Company Makes Money
Experience Co Ltd makes money primarily by selling tourism experiences to consumers and travel intermediaries. Key revenue streams typically include (1) ticket/entry sales for owned or operated attractions or experience venues, (2) tour revenue fr...

Experience Co Ltd Financial Statement Overview

Summary
Balanced but not yet strong: revenue is materially higher than earlier years and operating profitability has turned positive (EBIT margin ~2.0%, EBITDA margin ~10.5%), with improved leverage (debt down to ~29.0M; debt-to-equity ~0.23) and positive operating cash flow (~11.9M) plus positive free cash flow (~2.9M). The score is capped by continued slight net losses (net margin ~-0.2%) and sharp gross margin compression in 2026 (~17.0% vs ~39.9% in 2025), indicating volatility in underlying economics.
Income Statement
56
Neutral
Balance Sheet
68
Positive
Cash Flow
64
Positive
BreakdownJun 2026Jun 2025Jun 2024Jun 2023Jun 2022
Income Statement
Total Revenue129.59M134.31M127.04M108.60M55.82M
Gross Profit22.01M53.57M16.84M12.96M-3.99M
EBITDA13.56M14.47M12.10M12.79M-6.90M
Net Income-260.00K-975.00K-71.00K-542.00K-13.58M
Balance Sheet
Total Assets178.88M190.49M192.03M190.80M188.69M
Cash, Cash Equivalents and Short-Term Investments5.44M11.08M8.24M8.59M18.32M
Total Debt29.02M38.04M35.58M32.34M33.65M
Total Liabilities52.39M62.84M63.09M61.83M64.77M
Stockholders Equity126.49M127.64M128.94M128.96M123.92M
Cash Flow
Free Cash Flow2.94M3.27M3.57M-3.04M-4.84M
Operating Cash Flow11.88M17.62M11.51M9.72M3.02M
Investing Cash Flow-5.65M-14.93M-10.66M-14.70M-46.95M
Financing Cash Flow-11.59M154.00K-1.19M-4.75M48.92M

Experience Co Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
AU$2.35B27.717.19%1.37%
70
Outperform
AU$258.61M158.5013.86%7.57%8.32%-96.34%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
61
Neutral
AU$1.22B129.05-11.73%20.01%-80.80%
59
Neutral
AU$2.45B17.239.09%3.46%2.55%42.88%
58
Neutral
AU$69.38M-227.50-0.38%2.55%-3.52%69.23%
45
Neutral
AU$862.58M-1.41-57.00%-26.19%89.24%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:EXP
Experience Co Ltd
0.10
-0.05
-36.67%
AU:CTD
Corporate Travel Management Limited
16.07
0.00
0.00%
AU:SGR
Star Entertainment Group Limited
0.13
0.03
23.81%
AU:FLT
Flight Centre Travel Group Limited
11.98
-0.61
-4.83%
AU:WEB
WEB Travel Group
3.81
-0.61
-13.80%
AU:HLO
Helloworld Travel Ltd
1.59
-0.20
-11.07%

Experience Co Ltd Corporate Events

Experience Co outlines FY26 results and strategy in adventure tourism portfolio update
Aug 26, 2026
Experience Co Ltd has released a results presentation for its FY26 financial year, highlighting a structured agenda that covers a business update, financial update, and strategy and trading update. While detailed figures are not disclosed in the b...
Experience Co posts modest FY26 revenue growth as it trims costs and reshapes portfolio
Aug 26, 2026
Experience Co reported FY26 revenue from continuing operations of $129.6 million, a modest increase despite adverse weather, geopolitical tensions and soft consumer sentiment, while underlying EBITDA fell to $17.6 million and net profit prior to g...
Experience Co Files Updated ASX Corporate Governance Statement
Aug 26, 2026
Experience Co Limited has confirmed its corporate governance statement for the year ended 30 June 2026, detailing adherence to ASX Corporate Governance Council principles. The statement is hosted on the company’s investor centre website and ...
Experience Co Posts Higher Revenue but Softer Earnings in FY26
Aug 26, 2026
Experience Co Limited reported a modest 2% increase in revenue from continuing operations to $129.6 million for the year ended 30 June 2026, while EBITDA from continuing operations fell 14% to $15.5 million. Profit after tax from continuing operat...
Experience Co Sets Date for FY26 Results and Investor Teleconference
Aug 18, 2026
Experience Co Limited has scheduled the release of its FY26 financial results for Thursday 27 August 2026, underscoring the company’s regular disclosure cycle and offering investors and analysts a clear timetable for upcoming performance ins...
Experience Co Issues Cautious Q4 2026 Trading Update
Aug 4, 2026
Experience Co Limited, listed on the ASX as EXP, operates in the leisure and tourism sector, providing a range of experiential activities to consumers. The company reports under Australian Accounting Standards and supplements its disclosures with ...
Experience Co Moves to Merge Skydive Operations with New Zealand’s Inflite Group
Jul 14, 2026
Experience Co Limited has entered a non-binding term sheet with New Zealand’s Inflite Group for a proposed combination of its Australian and New Zealand skydive and aviation operations with Inflite’s existing aviation-tourism business ...
Experience Co to Expand Adventure Footprint and Boost Reef Capacity
Jun 30, 2026
Experience Co Limited has expanded its Treetops Adventure business into South Australia through the $1.25 million acquisition of West Beach Adventure in Adelaide. The aerial adventure park, located within the West Beach Parks tourism precinct and ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 28, 2026