tiprankstipranks
Trending News
More News >
Temple & Webster Group Ltd (AU:TPW)
ASX:TPW
Advertisement

Temple & Webster Group Ltd (TPW) AI Stock Analysis

Compare
41 Followers

Top Page

AU:TPW

Temple & Webster Group Ltd

(Sydney:TPW)

Select Model
Select Model
Select Model
Neutral 58 (OpenAI - 4o)
Rating:58Neutral
Price Target:
AU$24.50
▼(-3.51% Downside)
Temple & Webster Group Ltd's overall stock score is primarily influenced by its strong financial performance, characterized by consistent revenue growth and effective cash flow management. However, the high P/E ratio indicates significant overvaluation, which, combined with neutral technical indicators, suggests caution. The lack of earnings call data and corporate events means these factors did not influence the score.

Temple & Webster Group Ltd (TPW) vs. iShares MSCI Australia ETF (EWA)

Temple & Webster Group Ltd Business Overview & Revenue Model

Company DescriptionTemple & Webster Group Ltd engages in the online retail of furniture, homewares, and home improvement products in Australia. It offers sofas, living room and outdoor furniture, lighting, rugs, baby and kids, cookware, and Christmas décor products. The company operates the Temple & Webster online platform, which offers approximately 200,000 products. Temple & Webster Group Ltd was founded in 2011 and is headquartered in St Peters, Australia.
How the Company Makes MoneyTemple & Webster generates revenue primarily through direct sales of its products via its online platform. The company offers a variety of furniture and home accessories, which are sourced from both local and international suppliers. Key revenue streams include sales from its extensive product catalog, as well as income from promotional partnerships and marketing collaborations with brands. Additionally, TPW may benefit from offering exclusive products and limited-time promotions, which can drive customer traffic and increase sales volume. The company's focus on e-commerce allows it to reach a broader customer base while minimizing overhead costs associated with physical retail locations.

Temple & Webster Group Ltd Earnings Call Summary

Earnings Call Date:Aug 13, 2025
(Q2-2024)
|
% Change Since: |
Next Earnings Date:Feb 16, 2026
Earnings Call Sentiment Positive
The earnings call reflects a strong performance with record revenue growth and strategic initiatives driving customer engagement and financial strength. While there are challenges such as a decline in average order value and increased marketing costs, the overall financial and operational indicators are positive.
Q2-2024 Updates
Positive Updates
Record Half-Year Revenue Growth
Temple & Webster delivered a record half with revenue up 23% to $254 million, driven by growth in both first-time and repeat customers.
Significant Second Quarter Revenue Growth
The second quarter of the financial year saw revenue growth of 40%, attributed to a strong Black Friday and Cyber Monday sales period.
Active Customer Milestone
The company crossed the 1 million active customer mark for the first time, indicating strong customer engagement and growth.
EBITDA and Profitability Improvements
EBITDA result of $7.5 million for the first half, showing an increase year-on-year even after market investments.
Financial Strength and Strategic Position
Temple & Webster maintains a strong financial position with a cash balance of $114 million and no debt, allowing for continued investment in growth.
B2B and Home Improvement Growth
B2B division grew 23% in the first half, contributing 9% to group revenue, while the Home Improvement division achieved $14 million in revenue with an 18% growth rate.
Successful Brand Campaign Launch
The company launched a major multichannel brand campaign, resulting in increased share of branded searches and direct traffic.
Negative Updates
Decline in Average Order Value
The average order value declined as customers sought more value in a tough economic environment.
Increased Marketing Costs
Customer acquisition cost increased due to additional brand spend, impacting overall marketing efficiency.
Company Guidance
During the Temple & Webster earnings call for the first half of fiscal year 2024, several key metrics and guidance were highlighted. The company reported a record revenue increase of 23% to $254 million, with a significant 40% growth in the second quarter, primarily driven by strong sales during Black Friday and Cyber Monday. The EBITDA for the first half was $7.5 million, marking a year-on-year increase. Temple & Webster also achieved a milestone of crossing 1 million active customers. Marketing return on investment was in line with expectations, despite increased brand investment. The company continues to focus on its strategic goals, aiming for $1 billion in sales over the next 3 to 5 years while maintaining profitability. The B2B division grew by 23%, contributing 9% to group revenue, and the Home Improvement division achieved $14 million in revenue with an 18% growth rate. They plan to increase their brand investment and optimize their marketing mix using AI and data-driven strategies to further enhance customer experience and operational efficiency.

Temple & Webster Group Ltd Financial Statement Overview

Summary
Temple & Webster Group demonstrates strong growth and financial stability, with robust cash flow and conservative leverage. However, challenges in controlling costs have weakened net profitability.
Income Statement
75
Positive
Temple & Webster Group has shown a robust revenue growth rate of 25.9% from 2023 to 2024, indicating strong market demand. The gross profit margin for 2024 stands at 23.2%, which reflects solid profitability despite a decrease from previous years. However, the net profit margin has decreased to 0.4%, highlighting challenges in controlling costs or increased expenses. The EBIT margin of 0.6% suggests limited operational efficiency, but the EBITDA margin of 3.2% indicates some level of operational strength.
Balance Sheet
70
Positive
The company's balance sheet is strong, with a low debt-to-equity ratio of 0.21, suggesting conservative financial leverage. The return on equity (ROE) of 1.7% is modest but stable. An equity ratio of 51.6% indicates a healthy financial structure with a balanced mix of debt and equity funding. Overall, the balance sheet reflects financial stability and low risk.
Cash Flow
80
Positive
Temple & Webster Group's cash flow position is robust, with a significant free cash flow growth rate of 53.2% from 2023 to 2024. The operating cash flow to net income ratio is high at 16.8, indicating strong cash generation relative to earnings. The free cash flow to net income ratio of 16.5 further supports the company's solid cash flow management and ability to fund operations and growth without heavy reliance on external financing.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue600.72M600.72M497.84M395.51M426.33M326.34M
Gross Profit198.12M198.12M166.06M83.61M151.13M119.67M
EBITDA11.36M11.36M13.88M15.50M16.15M20.50M
Net Income11.30M11.30M1.79M8.30M11.97M13.95M
Balance Sheet
Total Assets277.51M277.51M206.48M190.78M170.34M148.35M
Cash, Cash Equivalents and Short-Term Investments144.35M144.35M116.35M105.14M101.01M98.45M
Total Debt23.72M23.72M22.32M25.03M5.10M7.06M
Total Liabilities129.43M129.43M99.96M83.05M67.43M64.34M
Stockholders Equity148.08M148.08M106.52M107.73M102.91M84.00M
Cash Flow
Free Cash Flow45.55M45.55M24.21M19.22M7.60M23.03M
Operating Cash Flow45.95M45.95M24.27M22.00M13.39M24.51M
Investing Cash Flow-1.21M-1.21M-2.98M-3.38M-7.91M-2.45M
Financing Cash Flow-7.54M-7.54M-15.80M-14.49M-1.97M37.36M

Temple & Webster Group Ltd Technical Analysis

Technical Analysis Sentiment
Positive
Last Price25.39
Price Trends
50DMA
23.52
Positive
100DMA
23.16
Positive
200DMA
20.07
Positive
Market Momentum
MACD
0.15
Negative
RSI
64.30
Neutral
STOCH
61.09
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:TPW, the sentiment is Positive. The current price of 25.39 is above the 20-day moving average (MA) of 23.46, above the 50-day MA of 23.52, and above the 200-day MA of 20.07, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 64.30 is Neutral, neither overbought nor oversold. The STOCH value of 61.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:TPW.

Temple & Webster Group 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
66
Neutral
AU$56.04M12.8012.71%7.78%8.39%3.21%
64
Neutral
AU$1.89B32.8021.99%2.84%5.79%-31.70%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
60
Neutral
AU$688.03M23.5516.86%2.71%1.89%-3.30%
58
Neutral
$2.81B249.898.81%20.66%543.24%
58
Neutral
€393.69M15.4711.70%5.02%3.99%-18.35%
46
Neutral
AU$321.78M-40.52%4.33%6.24%-23341.18%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:TPW
Temple & Webster Group Ltd
25.39
12.85
102.47%
AU:KGN
Kogan.com
3.22
-1.24
-27.79%
AU:NCK
Nick Scali Limited
22.35
8.31
59.19%
AU:ADH
Adairs Ltd.
2.09
-0.46
-18.10%
AU:DSK
Dusk Group Ltd.
0.93
-0.12
-11.43%
AU:BLX
Beacon Lighting Group Ltd
2.95
0.00
0.00%

Temple & Webster Group Ltd Corporate Events

State Street Global Advisors Ceases Substantial Holding in Temple & Webster
Oct 21, 2025

Temple & Webster Group Ltd has announced that State Street Global Advisors, a subsidiary of State Street Corporation, has ceased to be a substantial holder in the company as of October 17, 2025. This change in substantial holding may impact the company’s shareholder structure and could influence its market perception and investor relations, although specific implications for stakeholders were not detailed.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$25.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Substantial Holder Update
Oct 13, 2025

Temple & Webster Group Ltd has announced that a substantial holder has ceased to hold a significant interest in the company as of October 9, 2025. This change in shareholding could impact the company’s voting dynamics and influence in decision-making processes, potentially affecting its strategic direction and stakeholder relations.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$25.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Announces Change in Substantial Holdings
Oct 7, 2025

Temple & Webster Group Ltd has announced a change in substantial holdings, with State Street Corporation and its subsidiaries ceasing to be substantial holders as of October 3, 2025. This change in holdings could impact the company’s shareholder structure and potentially influence its market strategies and stakeholder interests.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$23.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

SSGA Funds Management Ceases Substantial Holding in Temple & Webster
Oct 3, 2025

Temple & Webster Group Ltd has announced that SSGA Funds Management, Inc., a subsidiary of State Street Corporation, has ceased to be a substantial holder in the company as of October 1, 2025. This change in substantial holding may impact the company’s shareholder structure and influence, potentially affecting its market positioning and stakeholder interests.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$27.65 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Appoints New Director to Strengthen Leadership
Oct 2, 2025

Temple & Webster Group Ltd has announced the appointment of Michael Malone as a director, effective from October 1, 2025. Malone holds 2,100 ordinary shares through Dew Drops Pty Ltd as a beneficiary of the Zawsze Superannuation Fund. This appointment is expected to bring additional expertise to the company’s board, potentially influencing its strategic direction and strengthening its market position.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$27.65 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Releases 2025 Annual Report
Sep 29, 2025

Temple & Webster Group Ltd has released its 2025 Annual Report in compliance with ASX Listing Rules. The report’s release, along with the Corporate Governance Statement and Appendix 4G, signifies the company’s ongoing commitment to transparency and regulatory compliance. This announcement, authorized by the board of directors, is expected to provide stakeholders with insights into the company’s performance and strategic direction.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$27.65 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Announces 2025 AGM Date and Director Nomination Deadline
Sep 23, 2025

Temple & Webster Group Ltd, a prominent player in the online furniture and homewares retail sector in Australia, has announced the date for its 2025 Annual General Meeting, set for 26 November. The company has also set 8 October as the deadline for director nominations, a move that may influence its governance and strategic direction.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$27.65 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Appoints Michael Malone as Non-Executive Director
Sep 15, 2025

Temple & Webster Group Ltd has appointed Michael Malone as a Non-Executive Director effective from 1 October 2025. Malone, known for his extensive experience in building technology businesses and public company governance, is expected to contribute significantly to Temple & Webster’s growth strategy to become Australia’s largest furniture and homewares retailer. His appointment is seen as a strategic move to enhance the company’s digital transformation and operational excellence.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$31.30 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

State Street Corporation Ceases Substantial Holding in Temple & Webster
Sep 5, 2025

Temple & Webster Group Ltd has announced that State Street Corporation and its subsidiaries have ceased to be substantial holders in the company as of September 3, 2025. This change in substantial holding may impact the voting dynamics and influence within the company, potentially affecting its strategic decisions and market positioning.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$34.32 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Announces Change in Substantial Holding Status
Aug 22, 2025

Temple & Webster Group Ltd has announced a change in its substantial holding status, indicating that a significant shareholder has ceased to hold a substantial interest in the company as of August 20, 2025. This development may impact the company’s voting securities and influence its shareholder dynamics, potentially affecting its market positioning and stakeholder relations.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$34.32 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster CEO Sells Shares, Retains Majority Stake
Aug 21, 2025

Temple & Webster Group Ltd announced a change in the director’s interest, as CEO and Co-Founder Mark Coulter sold 1.6 million shares, retaining approximately 83% of his total shareholdings. Coulter emphasized his continued commitment to the company and its long-term strategy, stating that he has no plans to sell more shares in the near future. This move is aligned with the company’s Securities Dealing Policy and reflects Coulter’s confidence in the company’s direction.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$34.32 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Director Sells Significant Shareholding
Aug 21, 2025

Temple & Webster Group Ltd announced a change in the director’s interest, with Conrad Yiu disposing of 800,000 ordinary shares through an on-market crossing by ArdenPoint Ecommerce Unit Trust, where he is a 50% beneficiary. This transaction reduces his indirect holding to 1,922,873 ordinary shares. The disposal might impact the company’s stock dynamics and indicates a significant shift in the director’s investment strategy, potentially influencing stakeholder perceptions and market confidence.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$34.32 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Director Alters Shareholding
Aug 21, 2025

Temple & Webster Group Ltd has announced a change in the director’s interest, specifically regarding Mark Coulter’s holdings. Coulter exercised 1,200,000 options to acquire ordinary shares and subsequently disposed of 1,200,000 shares directly and 800,000 shares indirectly. This transaction reflects a strategic reallocation of his holdings, impacting his direct and indirect interests in the company.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$34.32 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Issues Over 1.2 Million New Securities
Aug 21, 2025

Temple & Webster Group Ltd has announced the issuance and conversion of unquoted equity securities, with a total of 1,212,088 ordinary fully paid securities being issued. This move is part of the company’s ongoing financial strategies and could impact its market position by potentially increasing its capital base and enhancing shareholder value.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$34.32 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Issues New Securities Under Employee Plan
Aug 21, 2025

Temple & Webster Group Ltd has announced the issuance of 1,200,000 fully paid ordinary securities to Pacific Custodians Pty Ltd. These securities are part of the Temple & Webster Employee Performance Rights Plan, aimed at rewarding participants following the vesting and exercise of options, which may enhance employee engagement and align interests with company performance.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$34.32 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Issues New Securities for Employee Plan
Aug 20, 2025

Temple & Webster Group Ltd announced the issuance of 284,816 fully paid ordinary securities to Pacific Custodians Pty Ltd, acting as a trustee for the company’s Employee Performance Rights Plan. This move is part of the company’s strategy to allocate shares to participants following the vesting and exercise of performance rights, potentially impacting employee engagement and retention.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$34.32 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Reports Record Revenue Growth
Aug 14, 2025

Temple & Webster Group Ltd is Australia’s largest online retailer specializing in furniture and homewares, utilizing a drop-shipping model to offer a wide range of products without holding inventory. In its latest earnings report, Temple & Webster announced a record revenue of $600.7 million for the fiscal year ending June 2025, marking a 20.7% increase from the previous year. The company also reported an EBITDA of $18.8 million, surpassing its guidance range, and a profit before tax of $14.8 million, up 133.4% from last year. The company remains debt-free with a positive free cash flow of $37.9 million. Key strategic priorities include becoming a leading brand in the furniture sector, increasing revenue from exclusive products, and leveraging data and AI to improve operations. Looking ahead, Temple & Webster aims to achieve annual sales of over $1 billion within the next 3-5 years, focusing on brand recognition, exclusive product offerings, and technological advancements.

Temple & Webster Reports Record FY25 Results with Strong Market Growth
Aug 13, 2025

Temple & Webster Group Limited reported a strong financial performance for FY25, with a 21% increase in revenue to $601 million and a significant rise in net profit after tax to $11.3 million. The company has expanded its market share in the Australian furniture and homewares sector to 2.7%, driven by a successful end-of-financial-year promotional period and increased brand awareness. The company remains well-capitalized with a cash balance of $144 million and no debt, positioning it well for future growth. The outlook for FY26 is optimistic, with continued revenue growth and favorable market conditions anticipated.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$13.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Reports Robust Financial Growth in FY25
Aug 13, 2025

Temple & Webster Group Ltd reported a significant financial performance improvement for the fiscal year ending June 2025. The company achieved a 20.7% increase in revenue, reaching $600.7 million, and a 133.4% rise in profit before tax, amounting to $14.8 million. This growth was driven by increased market share, disciplined cost management, and the absence of previous one-off costs. The EBITDA margin improved to 3.1%, reflecting a 43.2% increase from the previous year. The results indicate a strong operational performance and enhanced market positioning, although no dividends were declared for the year.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$13.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Announces FY2025 Results Briefing
Jul 25, 2025

Temple & Webster Group Ltd has announced a financial year 2025 results briefing for investors and analysts, scheduled for August 14, 2025. The briefing, led by CEO Mark Coulter and CFO Cameron Barnsley, will be available via a live webcast, with pre-registration required for participation. This announcement highlights the company’s commitment to transparency and engagement with its stakeholders, potentially impacting investor confidence and market perception.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$13.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

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: Oct 23, 2025