Table of Contents

Preface vii

Introduction xvii

Part I: The Companies

1300SMILES Limited 2

Accent Group Limited 4

Adelaide Brighton Limited 6

AGL Energy Limited 8

ALS Limited 10

Altium Limited 12

Alumina Limited 14

AMA Group Limited 16

Ansell Limited 18

APN Property Group Limited 20

ARB Corporation Limited 22

ASX Limited 24

AUB Group Limited 26

Australia and New Zealand Banking Group Limited 28

Australian Ethical Investment Limited 30

Australian Pharmaceutical Industries Limited 32

Bapcor Limited 34

Beach Energy Limited 36

Beacon Lighting Group Limited 38

Bell Financial Group Limited 40

BHP Group Limited 42

Blackmores Limited 44

BlueScope Steel Limited 46

Brambles Limited 48

Breville Group Limited 50

Brickworks Limited 52

Caltex Australia Limited 54

Cedar Woods Properties Limited 56

CIMIC Group Limited 58

The Citadel Group Limited 60

Clover Corporation Limited 62

Cochlear Limited 64

Codan Limited 66

Collins Foods Limited 68

Commonwealth Bank of Australia 70

Corporate Travel Management Limited 72

Credit Corp Group Limited 74

CSR Limited 76

Data#3 Limited 78

DWS Limited 80

Fiducian Group Limited 82

Flight Centre Travel Group Limited 84

Fortescue Metals Group Limited 86

GR Engineering Services Limited 88

GUD Holdings Limited 90

GWA Group Limited 92

Hansen Technologies Limited 94

Harvey Norman Holdings Limited 96

Infomedia Limited 98

Insurance Australia Group Limited 100

Integrated Research Limited 102

IPH Limited 104

IRESS Limited 106

JB Hi-Fi Limited 108

Jumbo Interactive Limited 110

Lifestyle Communities Limited 112

Macquarie Group Limited 114

Magellan Financial Group Limited 116

McMillan Shakespeare Limited 118

McPherson’s Limited 120

Medibank Private Limited 122

Mineral Resources Limited 124

MNF Group Limited 126

Monadelphous Group Limited 128

Money3 Corporation Limited 130

Mortgage Choice Limited 132

National Australia Bank Limited 134

NIB Holdings Limited 136

Nick Scali Limited 138

Northern Star Resources Limited 140

Objective Corporation Limited 142

OFX Group Limited 144

Orica Limited 146

Orora Limited 148

Pacific Energy Limited 150

Pacific Smiles Group Limited 152

Pendal Group Limited 154

Perpetual Limited 156

Platinum Asset Management Limited 158

Pro Medicus Limited 160

REA Group Limited 162

Regis Resources Limited 164

Rio Tinto Limited 166

Ruralco Holdings Limited 168

Sandfire Resources NL 170

Schaffer Corporation Limited 172

SeaLink Travel Group Limited 174

Servcorp Limited 176

Service Stream Limited 178

SG Fleet Group Limited 180

Smartgroup Corporation Limited 182

Sonic Healthcare Limited 184

Southern Cross Media Group Limited 186

Super Retail Group Limited 188

Supply Network Limited 190

Technology One Limited 192

TPG Telecom Limited 194

Treasury Wine Estates Limited 196

Virtus Health Limited 198

Vita Group Limited 200

Webjet Limited 202

Wellcom Group Limited 204

Wesfarmers Limited 206

Westpac Banking Corporation 208

Woolworths Group Limited 210

Part II: The Tables

A Market capitalisation 215

B Revenues 216

C Year-on-year revenues growth 217

D EBIT margin 218

E Year-on-year EBIT margin growth 219

F After-tax profit 220

G Year-on-year earnings per share growth 221

H Return on equity 222

I Year-on-year return on equity growth 223

J Debt-to-equity ratio 224

K Current ratio 225

L Price/earnings ratio 226

M Price-to-NTA-per-share ratio 227

N Dividend yield 228

O Year-on-year dividend growth 229

P Five-year share price return 230

Q Non-interest income to total income 231

R Cost-to-income ratio 231

S Return on assets 231

About the Author

MARTIN ROTH is an internationally successful financial journalist. Based in Melbourne, he is one of Australia's leading authors of investment books.