Obermatt

Kelsian

ASX:KLS · AU0000186678
Transportation InfrastructureMedium

360

94
EV / EBIT64
Price / Owner Earnings21
Owner Earnings Yield68
Dividend Yield83
Price/Sales78
EV / Gross Profit78
Price/Book50
Return on Capital67
Cash Return on Capital70
Return on Equity42
EBIT Margin41
Gross Profitability82
Cash Conversion82
Accruals73
Owner Earnings Margin62
Sales growth50
Profit Growth19
Long-Term EPS Growth52
Owner Earnings Growth96
Reinvestment22
Price momentum85
Debt load52
Refinancing39
Debt Payback46
Liquidity35
Analyst ratings80
Opinion Changes50
Price Target Upside68
Market mood45
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Kelsian generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryAustralia
IndustryTransportation Infrastructure
SizeMedium
TypePublic Company
ExchangeASX
Founded2004
ISINAU0000186678
Last UpdateApr 2, 2026
Themes
Marine TransportationTourismBusiness TravelTransportation

Description

Kelsian Group Limited (Kelsian) engages in the transportation and tourism services company. The company primarily focuses on marine tourism, bus transportation, and international bus services. Business Segments The company operates through several…

Analysis

Quality compounder

Kelsian Group Limited is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is fair. You pay 17.5× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone.

The trajectory is solid and the balance sheet is adequate. The company scores 14/20 on our value-creation score: strong value creator.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
71
2023202420252026

All-time high

88

Feb 2026

All-time low

33

Jan 2023

Average rank

73

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
78
95
67
49
Price/Earnings
69
72
37
48
Price/Book
50
64
19
23
Dividend Yield
83
84
73
75
Value (overall)
89
81
53
51

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →