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Why The OFX (ASX:OFX) Share Price Is Jumping

The OFX Group Ltd (ASX:OFX) share price is up more than 7% after announcing its FY19 result. 

The OFX Group Ltd (ASX: OFX) share price is up more than 7% after announcing its FY19 result.

OFX is a global provider of online international payment services for consumers and businesses. It has been operating since 1998 when it was launched in a garage in Sydney as an information-only website.

OFX’s Results

The foreign exchange business said that it achieved foreign exchange turnover of $23.7 billion, which was 11.9% higher compared to FY18. The number of transactions rose 8.8%, the average transaction value increased by 2.8% to $22,600 and transactions per active client increased by 12.6% to 6.7. It had 156,500 active clients at the end of the period.

Fee and trading income was up 8.2% to $128.7 million with corporate growth of 10% in all regions. Net operating income increased by 8% to $118.7 million.

OFX said that underlying EBITDA (click here to learn what EBITDA means) excluding ‘corporate action costs’ went up by 8.1% to $32.2 million. Underlying EBT also went up 6% to $26.4 million.

However, statutory net profit after tax (NPAT) fell by 5.8% to $18.7 million with corporate action costs of $4.3 million.

OFX said that because of softer markets in the second half, particularly in the final quarter, the company pulled back on marketing leading to a slowing of revenue growth and the company did not see growth of customers.

OFX Dividend

The OFX Board declared a final dividend of 3.28 cents per share, which was an increase of almost 10% compared to the final dividend a year ago.

OFX Management Comments

OFX CEO Skander Malcolm said: “We saw revenue growth in all our regions with Australia and New Zealand up 5%, North America and Asia up 20% and 19% respectively, and Europe up 12%.”

OFX Outlook

OFX is going to try to further diversify its revenue by accelerating growth in its Corporate business and investing in customer experience.

I’m not sure how to evaluate the opportunity for OFX, or what the right price is, so it is probably best for me to leave for others to invest in it. I find it much easier to understand the reliable businesses in the free report below.

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