Stock Spotlight: Computershare Ltd (ASX:CPU)
About Computershare
Computershare Limited provides issuer, employee share plans and voucher, communication and utilities, technology, and mortgage and property rental services. The company offers issuer services that include register maintenance, corporate actions, stakeholder relationship management, corporate governance, and related services; corporate trust comprises trust and agency services in connection with the administration of debt securities; mortgage services and property rental, including tenancy bond protection services; and employee share plans and voucher services comprising administration and related services for employee share and option plans, and childcare voucher administration services. It also provides communication services and utilities operations consisting of document composition and printing, intelligent mailing, inbound process automation, scanning, and electronic delivery; and technology services, such as software solutions in share registry and financial services, and operations and shared services functions, as well as the provision of transitional services. It operates in Australia, Hong Kong, Switzerland, New Zealand, rest of Asia, Canada, rest of Continental Europe, the United Kingdom, the Channel Islands, Ireland, Africa, and internationally. The company was incorporated in 1978 and is based in Abbotsford, Australia.
Key Stats
Key Stats
Source: Yahoo Finance. Data as of 05/08/25.
Price Performance
Growth Potential
- Provides some hedge against rising global interest rates.
- CPU is globally diversified with a revenue model that generates predictable recurring revenues and strong free cash flow generation.
- Two main organic growth engines in mortgage servicing and employee share plans should lead to organic EPS growth.
- Expectations of margin improvement via cost reductions program.
- Leveraged to rising interest rates on client balances, corporate action and equity market activity.
- Potential for earnings derived from non-share registry opportunities due to higher compliance and IT requirements.
- Solid free cash flow and deleveraging balance sheet.
Key Risks
- Increased competition from competitors such as recently listed Link and Equiniti which affect margins.
- Cost cuts are not delivered in accordance with market expectations.
- Sub-par performance in any of its segments, especially mortgage servicing (Business Services) as a result of higher regulatory and litigation risks; Register and Employee Share Plans as a result of subdued activity.
- Exchanges such as ASX are exploring blockchain solutions to upgrade its clearing and settlement system (CHESS). This distributed ledger technology can bring registry businesses in-house and disrupt CPU.
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Disclaimer: This article does not constitute financial advice nor a recommendation to invest in the securities listed. The information presented is intended to be of a factual nature only. Past performance is not a reliable indicator of future performance. As always, do your own research and consider seeking financial, legal and taxation advice before investing.
About Energy One Ltd Energy One Limited engages in the provision of software products, outsourced operations, and advisory services to wholesale energy, environmental, and carbon trading markets in the Australasia, and Europe. It offers egssPort Gas, a SaaS solution for gas shippers that handles natural gas and LNG operations; EnergyOffer, a bidding, offering, dispatch, and logistics solution; enFlow, a tool for automating and managing business processes, and for integrating systems; and enPrice, a scalable commodity retail pricing solution. The company also provides enTrader, an ETRM solution for energy markets; enVoy, a communications tool that provides an automated system for sending and receiving energy industry data; EOT that offers front, middle, and backoffice solutions; and eZ-Ops, an energy trading platform that focuses on automating physical gas, power logistics, and short-term portfolio. In addition, it offers NemSight, a Windows-based platform that displays information, including live prices, demand, constraints, generation, bidstacks and temperatures for the Australian electricity, gas and renewables markets; pypIT, a gas pipeline contracts management and scheduling platform; and SimEnergy, an energy trading and risk management (ETRM) solution that offers deal capture, settlements, and risk capability for traders, large customers, retailers, and generators. Further, the company provides power plant management system that manages daily market communication, intraday and day-ahead trading, and nominations for a power plant; energy advisory services; demand and weather linked risk management solutions; generation services; outsourced operations services; plat outage insurance; and managed services. Energy One Limited was incorporated in 1996 and is based in North Sydney, Australia. Key Stats
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