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Comms Group (CCG) Fair Value & Analysis

Technology · AU · Market cap A$48.2M

CG Comms Group CCG · AU
PriceA$0.0840
Fair ValueA$0.0546
Upside-35.0%
Quality43/100
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Mixed Growth
Thin margins · 1.1% net margin
Low debt · generates free cash flow
3.33% dividend yield
Mixed vs. peers (6/13)
Narrow moat 31/100
Evidence: High Range A$0.0458 – A$0.0722 Share as image

Fair value as of: Jul 16, 2026

From 16 valuation models · updated 25 days ago

Fair value updated Jul 16, 2026, revised from A$0.0708 to A$0.0546 (−22.9%) since Jun 26, 2026.

Below-average quality, and screening another 35% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (A$0.0722). The favourable scenario is already priced in.
  • Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (5 years)

A$0.1088 A$0.0423 Fair Value A$0.0546 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range A$0.0423 – A$0.1088 · fair‑value band A$0.0458 – A$0.0722 · the A$0.0840 price screens above the A$0.0546 fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Comms Group (CCG) currently trades at A$0.0840, while our model-based Fair Value estimate is A$0.0546, implying the stock looks roughly 35.0% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Comms Group generated revenue of A$67.3M at a net margin of 1.1%. Revenue grew 39.3% year over year. It earns a return on equity of 2.1%. Net debt stands at A$8.3M. Fundamentals as of Jul 16, 2026

Our scenario range runs from A$0.0458 (bear case) to A$0.0722 (bull case); at A$0.0840, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 103% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -25% fair-value upside, at -35%, CCG screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF A$0.0800 A$0.1200 A$0.1800 80
Rev-Margin DCF A$0.0400 A$0.0500 A$0.0600 74
ROIC Compounder A$0.0100 A$0.0100 A$0.0100 72
All 16 models by family
DCF Models
FCF DCF A$0.0800 A$0.1100 A$0.2000 38
Owner Earnings A$0.0500 A$0.0800 A$0.1400 31
5Y Revenue Exit A$0.0400 A$0.0400 A$0.0500 39
5Y EBITDA Exit A$0.0700 A$0.1100 A$0.1800 41
10Y Revenue Exit A$0.0500 A$0.0700 A$0.0800 36
10Y EBITDA Exit A$0.0700 A$0.1200 A$0.2200 37
Earnings-Based
EPV A$0.0100 A$0.0100 A$0.0100 59
Dividend Discount
Gordon GGM A$0.0200 A$0.0300 A$0.0400 70
DDM Multi-Stage A$0.0200 A$0.0300 A$0.0300 61
Multiples
EV/EBIT A$0.0100 A$0.0100 A$0.0200 53
EV/EBITDA A$0.0600 A$0.0800 A$0.1000 54
EV/Revenue A$0.0100 A$0.0100 A$0.0100 43
Asset-Based
NCAV (Graham) A$0.0300 A$0.0400 A$0.0700 50
Growth DCF
Growth DCF A$0.0800 A$0.1200 A$0.1800 80
Rev-Margin DCF A$0.0400 A$0.0500 A$0.0600 74
Economic Profit
ROIC Compounder A$0.0100 A$0.0100 A$0.0100 72

Widest divergence: DCF Models (A$0.0800) versus Earnings-Based (A$0.0100). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) A$67.3M
Revenue growth (YoY) +39.3%
Net margin 1.1%
Return on equity 2.1%
Free cash flow A$3.3M FY2025
Operating margin 5.3%
More key figures
Dividend yield 4.1%
EPS growth (YoY) -77.5%
Net debt A$8.3M FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 44 · Market factors (momentum, volatility) 78

Profitability 33
Margins and returns on capital today
Quality Growth 38
Are margins and returns improving?
Cashflow 54
Earnings quality: real cash, not paper profit
Fin. Strength 39
Balance sheet, leverage, solvency risk
Investment 83
Disciplined investing over empire-building
Low Volatility 65
Calm price path (market factor)
Momentum 83
Price trend over the last 3–12 months (market factor)
52W Momentum 84
Distance to the 52-week high (market factor)
Net Issuance 29
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Comms Group Limited provides telecommunications and information technology (IT) services to businesses in Australia, Singapore, and internationally. The company operates through Global, SME, ICT, and TasmaNet segments.

Full company description

Comms Group Limited provides telecommunications and information technology (IT) services to businesses in Australia, Singapore, and internationally. The company operates through Global, SME, ICT, and TasmaNet segments. It offers IT managed, cloud hosting, cloud computing, or infrastructure as a service, telecommunications solutions incorporating connectivity, internet access, wide area network, and cloud unified communications. The company also provides broadband solutions comprising NBN, fibre ethernet, MPLS, and point-to-point services; Microsoft Teams calling; Teams value added services, including call recording, contact centre, and analytics; inbound 13/1300/1800 services; 5G mobile and broadband; multicarrier diversity; and SD-WAN and secure firewall solutions. In addition, it offers modern workplace solutions; ICT hardware; Fortinet security services; Azure private cloud; Cloud IaaS virtual server cluster; desktop and backup as a service; managed telephony and data services; Cisco Webex calling; SMS messaging; cloud PBX; SIP trunking and call termination services; communications platform as a service; NOC and support; and DID telephone numbers. The company offers its services under the Next Telecom, commsgroup, and onPlatinum brands. The company was formerly known as CommsChoice Group Limited and changed its name to Comms Group Limited in November 2020. Comms Group Limited was incorporated in 2017 and is based in Sydney, Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Comms Group reported revenue of A$56.6M in FY2025 versus A$25.1M in FY2021, a compound +22.5%/yr. Reported net income was −A$648K in FY2025.

Growth Quality 76/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
A$56.6M
Latest YoY
+2.1%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.3%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+24.2%
Avg. growth/yr (10Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+18.9%
Revenue +22.5%/yr
FY21 A$25.1M
FY22 A$41.0M
FY23 A$51.9M
FY24 A$55.5M
FY25 A$56.6M
Net income
FY21 A$568K
FY22 −A$677K
FY23 −A$578K
FY24 −A$103K
FY25 −A$648K

CCG screens 35% overvalued. Compare with International Business Machines Corporation →

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Cite: Fair Value Calculator (2026). "Comms Group Fair Value". https://www.fairvalue-calculator.com/stock/CCG

Peer Group

Information Technology Services · 475 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 43 · Bottom 25%
Fair Value upside −41% · Below median
Return on equity (TTM) 2% · Below median
Return on assets 2% · Below median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 5% · Below median
Revenue growth 39% · Top 25%
Dividend yield (TTM) 3.3% · Above median

Valuation Multiples vs Information Technology Services median · lower = cheaper

P/B 0.93× · Cheaper than median
P/S (TTM) 0.51× · Cheaper than median
P/FCF 10.2× · Pricier than 75% of peers
EV/EBITDA 7.0× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 21
FUTURE 100 · sector 31
PAST 9 · sector 37
HEALTH 100 · sector 97
DIVIDEND 67 · sector 37

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
International Business Machines Corporation IBM $235.92 $143.90 -39%
Accenture plc ACNN 2,460 MXN 250.95 MXN -90%
Infosys Limited INFY ₹1,156 ₹1,457 +26%
HCL Technologies Limited HCLTECH ₹1,204 ₹1,230 +2%
Wipro Limited WIPRO ₹178.43 ₹226.81 +27%
Tech Mahindra Limited TECHM ₹1,455 ₹1,086 -25%
Samsung SDS Co 018260 199,300 KRW 196,390 KRW -1%
Persistent Systems Limited PERSISTENT ₹5,059 ₹2,364 -53%
Hyundai Autoever Corporation 307950 393,000 KRW 133,088 KRW -66%
Coforge Limited COFORGE ₹1,541 ₹702.84 -54%

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Frequently asked questions

Is Comms Group (CCG) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of A$0.0546 versus a price of A$0.0840, about −35% (overvalued).
What is the fair value of CCG?
Our model-based fair value for Comms Group is A$0.0546 (as of Jul 16, 2026), built from audited fundamentals. The current price is A$0.0840.
What is the quality score of CCG?
Comms Group has a Quality Score of 43/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Comms Group (CCG)?
Comms Group reported trailing-twelve-month revenue of about A$67.3M (latest available figure, as of Jul 16, 2026).
What is the net profit margin of CCG?
The net profit margin of Comms Group is about 1.1%, meaning it keeps roughly 1.1% of revenue as net income. Based on the latest reported figures.
Does Comms Group pay a dividend?
Comms Group currently shows a dividend yield of about 4.05% relative to its recent price (as of Jul 16, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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