A Look At Endeavour Group (ASX:EDV) Valuation After Q3 Update And New Cost Savings Plan

Simply Wall St.05-04 16:26

Endeavour Group (ASX:EDV) has released its Q3 FY26 update, reporting modest sales growth in both retail and hotels. The company also announced a new three-year A$100 million cost reduction program and...

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The company also announced a new three-year A$100 million cost reduction program and...</p>\n\n<a href=\"https://simplywall.st/stocks/au/consumer-retailing/asx-edv/endeavour-group-shares/news/a-look-at-endeavour-group-asxedv-valuation-after-q3-update-a\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Endeavour Group (ASX:EDV) Valuation After Q3 Update And New Cost Savings Plan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Endeavour Group (ASX:EDV) Valuation After Q3 Update And New Cost Savings Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-04 16:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/consumer-retailing/asx-edv/endeavour-group-shares/news/a-look-at-endeavour-group-asxedv-valuation-after-q3-update-a><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Endeavour Group (ASX:EDV) has released its Q3 FY26 update, reporting modest sales growth in both retail and hotels. The company also announced a new three-year A$100 million cost reduction program and...</p>\n\n<a href=\"https://simplywall.st/stocks/au/consumer-retailing/asx-edv/endeavour-group-shares/news/a-look-at-endeavour-group-asxedv-valuation-after-q3-update-a\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"EDV","symbol_name":"美国延期国债ETF-Vanguard","start_time":0,"source_url":"https://simplywall.st/stocks/au/consumer-retailing/asx-edv/endeavour-group-shares/news/a-look-at-endeavour-group-asxedv-valuation-after-q3-update-a","article_id":"2632932208","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/5023000-choice2-main-header/1585186769297"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/consumer-retailing/asx-edv/endeavour-group-shares/news/a-look-at-endeavour-group-asxedv-valuation-after-q3-update-a","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2632932208","pubTimestamp":1777883182,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Endeavour Group (ASX:EDV) has released its Q3 FY26 update, reporting modest sales growth in both retail and hotels. The company also announced a new three-year A$100 million cost reduction program and an increase in inventory levels to address geopolitical supply risks.\nSee our latest analysis for Endeavour Group.\nDespite the Q3 sales growth update and the A$100 million cost program, Endeavour Group's recent performance has been mixed, with a 1-day share price return of 2.09% and a 30-day...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"EDV":"美国延期国债ETF-Vanguard","EDV.AU":"Endeavour Group Ltd","BK7040":"食品零售"},"translate_title":"第三季度更新和新成本节约计划后Endeavour Group(ASX：EDV)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EDV.AU":1.5,"EDV":1.5},"content_text":"Endeavour Group (ASX:EDV) has released its Q3 FY26 update, reporting modest sales growth in both retail and hotels. The company also announced a new three-year A$100 million cost reduction program and an increase in inventory levels to address geopolitical supply risks. See our latest analysis for Endeavour Group. Despite the Q3 sales growth update and the A$100 million cost program, Endeavour Group's recent performance has been mixed, with a 1-day share price return of 2.09% and a 30-day share price return of 6.88%, set against a 1-year total shareholder return decline of 15.45% and a 3-year total shareholder return decline of 40.46%. This suggests that short term momentum has improved while longer term returns remain under pressure at the current share price of A$3.42. If this mix of cost savings and sales trends has you thinking about where else capital could work harder, it may be worth scanning 4 top founder-led companies With Endeavour Group trading at A$3.42, showing mixed recent returns and an estimated intrinsic discount of 43%, the key question is whether this represents a genuine value opportunity or whether the market already reflects its future growth. AdvertisementMost Popular Narrative: 11.6% Undervalued With Endeavour Group trading at A$3.42 against a most followed fair value estimate of A$3.87, the current gap reflects a modest valuation discount that hinges on earnings, margins and required return assumptions baked into the model.  Analysts have trimmed their fair value estimate for Endeavour Group to A$3.87 from A$4.10, reflecting slightly lower profit margin assumptions, even as they factor in modestly higher revenue growth and a small uplift in the future P/E multiple following recent upgrade-driven research.  Read the complete narrative. Want to see what is driving that fair value cut without a bigger reset to the outlook? The narrative leans heavily on moderate revenue growth, firmer long term margins and a higher future earnings multiple that still sits below sector levels. Result: Fair Value of A$3.87 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still the risk that subdued consumer spending or heavier discounting squeezes margins, and that any tighter gaming or liquor regulation affects higher margin hotel earnings. Find out about the key risks to this Endeavour Group narrative. Next Steps Given the mix of cautious and optimistic signals in the story so far, it makes sense to review the data yourself and decide where you stand, and then weigh up the 3 key rewards and 1 important warning sign Looking for more investment ideas? If Endeavour Group has sharpened your focus, do not stop here. Broaden your watchlist now or you risk overlooking other opportunities that may better fit your goals.  Hunt for quality at a discount by reviewing the 9 high quality undervalued stocks that pair solid fundamentals with attractive pricing. Strengthen your income stream by scanning the 6 dividend fortresses built around higher yielding, more established payouts. Prioritise resilience by checking the 6 resilient stocks with low risk scores designed to spotlight companies with lower risk profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Endeavour Group might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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