Tag: Stock pick

The oil and gas sector has certainly been volatile with the conflict in the Middle East.

In this environment, it can be useful to defer to the experts, with Macquarie recently releasing two new research reports: one on an oil and gas junior and one on a major company.

Let’s see who they like.

Strike Energy Ltd (ASX: STX)

Strike shares have returned exactly 0% over the past 12 months, but the Macquarie analysts believe that’s about to change.

Key to this is an agreement Strike recently made with Gina Rinehart’s Hancock Energy to process the gas from its West Erregulla project through Hancock’s Belisama facility.

The deal also included a $30 million loan from Hancock, which Strike will use to support its share of pre-development activities.

The West Erregulla joint venture is targeting a final investment decision in FY28, with first gas expected in CY29.

Macquarie said the deal was “a key turning point”, materially improving the development pathway for the project.

The broker said:

In our view, this was particularly important given Walyering’s limited life (we forecast production to end Dec-28 quarter for now) – with West Erregulla targeted online mid-CY29. The market seems to be under-appreciating the significance of this for now & it may take some time for institutional interest to return to STX.

Macquarie said that with the Hancock money and debt funding from Macquarie Bank, the company was adequately funded.

The broker has a price target of 15 cents on Strike shares compared to 11 cents currently.

Santos Ltd (ASX: STO)

Santos shares have performed well over the past year, up 24.4%, but the team at Macquarie thinks they have further to run.

The broker’s analysts said in their research note on the company that the third quarter will be a “watershed” period as Santos moves into the harvest phase after a long period of investment.

They added that the strong commodity pricing environment was providing a favourable earnings backdrop, with the disruption in the Middle East continuing.

Macquarie is forecasting earnings per share to be 40% higher for the calendar year, driven by higher realised prices and increased LNG shipments; however, they noted that their estimate was 31% above consensus.

Macquarie has an outperform rating on Santos shares and a price target of $9.35 compared to $8.58 currently.

Conversely, Macquarie has a neutral rating on Woodside Energy Group Ltd (ASX: WDS) and a price target of $32.40 compared to $31.77.

Santos is valued at $27.8 billion.

The post 2 ASX energy companies Macquarie says will outperform appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Tuesday
• Santos vs Viva Energy: Which ASX energy stock gets my vote today?
• 5 things to watch on the ASX 200 on Monday
• 5 things to watch on the ASX 200 on Friday
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Codan Ltd (ASX: CDA) share price is on watch today, after the company posted a sharp boost in first-half profit and revenues, with the Communications segment delivering record results.

What did Codan report?

• Communications H1 FY27 revenue expected between $400 million and $410 million (up from $221.8 million in pcp)
• Group NPAT for H1 FY27 expected to be at least $160 million (vs. $71.2 million in pcp)
• EBIT margin for Communications segment estimated at 40% (up from 26% in pcp)
• Metal Detection (Minelab) tracking slightly above H2 FY26 revenue levels
• Strong demand from conflict regions, projected to represent 50% of Communications segment revenue

What else do investors need to know?

Demand for Codan’s Communications solutions has surged, particularly in conflict regions where its technology is trusted for reliability. The spike in this segment has led to significant operating leverage, pushing margins higher and contributing to a substantial jump in profit.

On the metal detection side, Minelab saw solid demand thanks to new product launches and robust gold prices, with revenue pacing ahead of recent periods. Across the company, Codan continues monitoring supply chain risks as incoming orders remain strong.

What’s next for Codan?

Looking ahead, Codan is targeting Communications segment revenue growth of 30–40% for full-year FY27, though management notes limited visibility for conflict region demand beyond the short term. The company will keep focusing on supply chain resilience and scaling up production as required.

While strong order momentum may persist, Codan remains cautious about forecasting second-half results, especially for its Communications business, due to the unpredictable nature of orders from conflict areas.

Codan share price snapshot

Over the past 12 months, Codan shares have risen 76%, outperforming the S&P/ASX 200 Index (ASX: XJO).

View Original Announcement

The post Codan trading update: Record H1 FY27 profit and revenue appeared first on The Motley Fool Australia.

More reading

• Codan vs Megaport: Which ASX Tech Stock Has More Upside?
• 2 ASX 200 shares just upgraded to buy ratings
• 5 things to watch on the ASX 200 on Monday
• This ASX 200 share hit an all-time high yesterday. Is the sky the limit?
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Codan vs Megaport shares: two ASX techs full of surprises

Everyday investors are always on the lookout for Aussie tech names with serious growth potential, and right now, Codan Ltd (ASX: CDA) and Megaport Ltd (ASX: MP1) are two of the most talked-about options. Both operate at the leading edge of technology but take quite different approaches, serving a wide range of customers and end markets. Here’s a breakdown of Codan vs Megaport shares and what I make of their prospects.

The case for Codan

Codan Ltd is an Australian technology powerhouse that designs and manufactures electronic solutions for government, defence, mining, and consumer markets worldwide. With businesses spanning communication systems, metal detection, and mining tech (including Codan Communications, Minelab, Minetec, and Defence Electronics), Codan’s reach is truly global. It manages its own product design and has manufacturing facilities not just in Adelaide but also in Malaysia — as well as sales or support offices across North America, Europe, and the Middle East. According to its company profile, most of its revenue actually comes from North America.

A few standout fundamentals:

• Codan’s market cap is a hefty $9.53 billion, which puts it in the ASX tech heavyweight ranks.
• Its shares are up a thumping 85.5% year-to-date, showing the kind of momentum most investors dream about.
• The company’s dividend history shows a steady (and fully franked) stream of payouts, with a current yield of 0.93% and 100% franking on recent payments — appealing for those wanting some income.
• Codan’s P/E is 54.48, and it reported earnings per share of 0.959. While high, this sort of multiple appears more common among well-loved tech names with rapid growth expectations.

The case for Megaport

Megaport is a star of Australia’s next-gen tech scene, providing a network-as-a-service (NaaS) and cloud connectivity platform. Its software allows customers around the globe to instantly connect across more than 1,100 data centres in over 30 countries, linking directly to the likes of Amazon Web Services, Microsoft Azure, and Google Cloud Platform. In late 2025, Megaport announced a significant expansion into AI compute infrastructure via its acquisition of Latitude.sh, bringing on-demand GPU cloud services under its belt. Its business covers the Americas, Asia-Pacific, EMEA, and now a growing Compute division that pushes into the frontier of AI infrastructure.

Megaport’s key stats in this snapshot:

• A market cap of $4.67 billion makes it a tech mid-cap by ASX standards.
• Year-to-date, Megaport shares have surged 66.9% — a stellar run, even if not quite as meteoric as Codan this year.
• Megaport does not currently pay dividends and its dividend yield is 0.00%, suggesting it’s ploughing all cash into growth.
• Its P/E ratio is an eye-watering 370.00, and its reported EPS is -0.218. (Note: Megaport’s reported P/E ratio may be based on a different earnings measure, such as underlying or forward EPS, than the figure shown here, which is why these numbers might look inconsistent.)

Valuation comparison

The numbers underline just how differently the market views these two tech players:

Metric	Codan	Megaport
Market Cap	$9.53 billion	$4.67 billion
P/E Ratio	54.48	370.00
Dividend Yield	0.93% (100% franked)	0.00%
Earnings Per Share	0.959	-0.218
YTD Return	85.5%	66.9%

Codan’s P/E ratio is high, but compared to Megaport’s eyewatering 370, it appears much more grounded. It’s also delivering consistent profits and dividends, unlike Megaport, which is still reporting negative earnings per share. The huge difference in dividend yield — with Codan offering fully franked dividends and Megaport offering none — might sway investors who prefer some cash returns.

Recent share price performance

Comparing both companies’ share price movements as of 25 September 2026:

• Codan Ltd closed at $52.25, down 0.97% for the day, after a remarkable year powered by an 85.5% year-to-date return.
• Megaport Ltd closed at $19.62, flat for the day, and has delivered a 66.9% year-to-date return.

Both companies have been on strong upward trends, but Codan enjoyed more pronounced positive momentum recently.

Which is the better buy?

So, which one has more upside? For my money, I think Codan gets the edge right now. Both companies have delivered cracking returns in 2026, but Codan’s profits, global reach, and verified track record of paying (and growing) fully franked dividends make it stand out. While Megaport is exciting and at the forefront of cloud and AI, the P/E multiple is extremely stretched, especially considering it’s still loss-making on a reported basis.

That’s not to say Megaport isn’t a great business — it is, and its expansion into AI compute could pay off over time. But if I’m choosing today between Codan and Megaport, I’d lean toward Codan as the tech stock with more upside, given the sharp run in earnings, dividends, and a valuation that’s elevated but not as extreme as Megaport’s.

The post Codan vs Megaport: Which ASX Tech Stock Has More Upside? appeared first on The Motley Fool Australia.

More reading

• Megaport lifts FY27 outlook after landing $1B in new AI infrastructure deals
• Codan trading update: Record H1 FY27 profit and revenue
• 2 ASX 200 shares just upgraded to buy ratings
• 5 things to watch on the ASX 200 on Monday
• This ASX 200 share hit an all-time high yesterday. Is the sky the limit?

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Megaport. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Expert analysts are always looking for ASX share opportunities that could deliver a market-beating performance.

We’re going to look at two stocks that experts currently project could double in the year ahead.

Even if the stocks delivered only a third of that projected return, 33% growth would be a very strong result for investors. Let’s look at two of the most exciting prospects on the ASX right now.

Siteminder Ltd (ASX: SDR)

This ASX share is the company behind Siteminder, which claims to be the world’s leading hotel commerce platform, as well as Little Hotelier, an all-in-one hotel management software offering that “makes the lives of small accommodation providers easier”.

It’s an important part of the global hotel ecosystem, generating more than A$85 billion in revenue for hotel customers each year from 140 million reservations.

According to CMC Invest, the business has received 10 ratings in the last three months. Nine of those ratings were a buy, and one was a sell. The average price target across those 10 ratings is $5.45, implying a possible 109% rise over the next year from where it is at the time of writing.

FY26 was a strong period for the ASX share. It reported that annual recurring revenue (ARR) increased by 14.9% to $313.7 million, despite softer global travel conditions. Revenue grew by 18.6% to $266.1 million.

The company noted that net property additions were 5,900, bringing the total properties on its software to 56,000. Pleasingly, average revenue per user (ARPU) grew 5.9% to $429, with increasing smart platform adoption and deeper product penetration across the customer base.

Profitability measures are also improving strongly. The adjusted group gross profit margin increased 84 basis points to 67.2% thanks to operating leverage, AI-driven efficiencies and smart platform contributions.

Adjusted operating profit (EBITDA) soared 96.5% to $28.1 million and adjusted free cash flow rose 123% to $10.5 million.

Overall, things are going very well for the ASX share.

Zip Co Ltd (ASX: ZIP)

Zip is a buy now, pay later (BNPL) company with operations in Australia and the US.

According to CMC Invest, six analyst ratings have been issued on the business in the last three months, and all were buys. The average price target across those six ratings is $4.23, implying a potential 113% rise over the next year from where it is at the time of writing.

Despite the headwinds of higher inflation, the company continues to grow strongly in the US.

In FY26, total transaction volume (TTV) grew 27.2% to $16.7 billion, total income rose 24.6% to $1.35 billion, cash gross profit rose 26.2% to $642.4 million, and cash operating profit (EBTDA) soared 57.9% to $268.9 million. Statutory net profit rose 45.7% to $116.4 million.

In the US, active customers grew 9.3% to 4.65 million, US revenue grew 44.3% to US$613.1 million and US TTV climbed 42.5% to $8.6 billion.

In FY27, the company expects US TTV growth of more than 30% in US dollar terms, while group cash operating profit (EBTDA) is expected to grow by 26% year-over-year to $340 million.

Overall, the ASX share continues to grow strongly.

The post 2 ASX shares tipped to grow 100% or more in the next 12 months appeared first on The Motley Fool Australia.

More reading

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• Tyro Payments vs Zip: Which ASX Payments Stock Wins?

Motley Fool contributor Tristan Harrison has positions in SiteMinder. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended SiteMinder. The Motley Fool Australia has positions in and has recommended SiteMinder. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are looking for exposure to the booming gold price, then it could be worth considering the ASX 200 gold stock in this article.

That’s because despite rising 250% over the past 12 months, the team at Bell Potter believes there’s still very strong returns to come.

Which ASX 200 gold stock?

The gold stock that Bell Potter is recommending to clients is Minerals 260 Ltd (ASX: MI6).

It is a Perth-based exploration and development company behind the Bullabulling Gold Project (BGP).

Bullabulling has a mineral resource estimate of 6.2Moz at 1.0g/t Au and a recently completed pre-feasibility study outlines a compelling development case for production of 150,000 ounces per annum at an all-in-sustaining-cost of A$2,520 per ounce over a 19 year mine life. 

Bell Potter notes that the ASX 200 gold stock received an additional investment from Franco-Nevada (NYSE: FNV) this month. The broker believes “this represents a strong endorsement by one of the world’s most credible, capable and successful gold investment companies.”

In addition, Bell Potter highlights that the deal significantly de-risks the development of the BGP. It explains:

Following the deal, pro-forma cash will be ~$633m against an estimated $855m pre-production capital requirement per the PFS. A funding gap of ~$250-$300m is expected to be covered by project finance debt. Non-binding term sheets exceeding this requirement have already been received, credibly de-risking the development funding requirement ahead of the Final Investment Decision (FID) planned for 1QCY27. 

This removes near-term financing overhang that can weigh on developer share prices pre-FID. It also puts MI6 in a strong position to negotiate competitive, hedge-free terms for its debt. MI6 has a demonstrated strategy of using its strong funding position to de-risk its development schedule and budget via early commitment to water infrastructure, grade control drilling, camp construction and personnel buildout.

Should you invest?

According to the note, Bell Potter has retained its buy rating on the ASX 200 gold stock with a slightly improved price target of $1.45 (from $1.40). 

Based on its current share price of 84 cents, this implies potential upside of almost 73% for investors over the next 12 months.

Commenting on its buy recommendation, the broker said:

MI6 offers gold exposure via the 6.2Moz BGP, valuation uplift through discovery success, project advancement and de-risking as the BGP progresses towards production. MI6 is now largely funded to develop the BGP and on track to complete a DFS and make a FID in early CY27, plus secure long-lead items and commence early site works.

The post Up 250% in 12 months, Bell Potter says this ASX 200 gold stock can rise another 73% appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Tuesday
• 3 ASX shares tipped to return 38% to 60%
• If I’d put $3k in this ASX 200 gold stock 12 months ago, I’d have $12,500 now
• Here are the top 10 ASX 200 shares today
• Here are the top 10 ASX 200 shares today

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Franco-Nevada. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are looking for new additions to your portfolio, then it could be worth listening to what analysts are saying about the popular ASX 200 shares named below, courtesy of The Bull. 

Here’s what they are recommending this week:

BHP Group Ltd (ASX: BHP)

Fairmont Equities thinks that this mining giant could be an ASX 200 share to buy.

It believes commodities markets are still only in the early stages of a bull run, which bodes well for BHP and its share price. It explains:

I believe commodities markets are in the early stages of a bull run, leaving BHP’s share price in a prime position to move higher. Copper now generates most of BHP’s earnings after it produced almost 2 million tonnes in full year 2026. The company should also benefit from constrained global supplies of copper.

Iron ore is also a significant contributor to full year earnings. The company posted an attributable profit of $US9.8 billion in full year 2026, up 9 per cent on the prior corresponding period. We view any share price dips as a buying opportunity.

CSL Ltd (ASX: CSL)

Over at Red Leaf Securities, its analysts believe CSL shares are a buy this week.

It notes that CSL’s outlook is improving and sees scope for its shares to move higher. Red Leaf said:

CSL’s recovery is gaining momentum after forecasting underlying profit growth guidance of about 5 per cent in fiscal year 2027. Guidance exceeded market expectations. Immunoglobulin sales improved in the second half of fiscal year 2026 amid the company announcing a further share buy-back of $1.1 billion. The outlook for this global health care company is improving after prolonged underperformance. 

CSL shares have risen from $92.24 on June 3 to trade at $179.19 on September 24. Successfully meeting or exceeding its targets leaves room for a potentially higher share price considering the stock was trading above $300 in calendar year 2024.

Woodside Energy Group Ltd (ASX: WDS)

The team at Red Leaf Securities is also positive on energy giant Woodside and has named it as an ASX 200 share to buy.

Red Leaf likes Woodside due to its exposure to elevated energy prices. It explains:

Woodside offers exposure to recent elevated global energy prices amid supply disruptions and continuing Middle East tensions. Stronger realised prices should support near term cash flow and dividends. A major risk is an easing of geopolitical tensions and a corresponding fall in crude oil prices. 

However, the company delivered a solid interim result. Operating revenue of $7.446 billion in the first half of 2026 was up 13 per cent on the prior corresponding period. Underlying net profit after tax of $1.334 billion was up 7 per cent. The Scarborough energy project is almost completed.

The post Experts name 3 popular ASX 200 shares to buy this week appeared first on The Motley Fool Australia.

More reading

• Expert names Woodside and BHP shares as top buys today
• Should I buy BHP shares in October?
• Here are the top 10 ASX 200 shares today
• 3 cheap ASX shares I would buy now
• Buy, hold, sell: Xero, South32, Woodside shares

Motley Fool contributor James Mickleboro has positions in CSL and Woodside Energy Group Ltd. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended BHP Group and CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

I’m always on the lookout to buy pieces of Australia’s top shares. Premier Investments Ltd (ASX: PMV) is one of the stocks heavily on my radar.

Following divestment of numerous apparel brands to Myer Holdings Ltd (ASX: MYR), there are now three businesses within the Premier Investments business – Peter Alexander, Smiggle and a stake in Breville Group Ltd (ASX: BRG).

The recent FY26 results highlighted both the problems and opportunities the business is currently facing.

Resilient earnings generation

It reported operating profit (EBIT) from its retail division of $175.9 million, while group profit before tax (PBT) came to $211.1 million.

Smiggle sales were down 12.9% to $230.2 million, amid a 13% reduction in store numbers to 268 since the start of FY25.

Smiggle is trying to reclaim the six to 12-year-old customer market through a refreshed product, better marketing and visual merchandising to drive sustainable and profit growth.

Peter Alexander is certainly the highlight of the business – it grew sales by 3.2% to $565.3 million.

The launch of a ‘Peter’s Dreamers’ – a loyalty program – in October 2025 continues to exceed management’s expectations with the program attracting over 1.4 million customers in the first 10 months.

Peter’s Dreamers customers contributed more than 60% of brand sales during FY26, at an average transaction value of more than 40% above non-members. Management suggested there are further opportunities to provide increased data and insights to enhance the customer experience.

New store opportunities

I think its expansion potential is key to why it’s one of Australia’s top shares.

Pleasingly, during FY26, the company opened four new stores and expanded or relocated five others, with further investment in fit-outs. At least five new store openings and one relocation/expansion are confirmed for the first half of FY27.

Additionally, the company identified 15 more opportunities for both new and larger-format stores in existing markets to better showcase its broader product offering.

While the UK expansion didn’t work out as intended, Peter Alexander continues to explore international wholesale opportunities with ‘global best-in-class’ wholesale partners.

This article isn’t about Breville, but I’m also confident about the long-term prospects of that business with how it’s expanding overseas in markets like China and South Korea. This could be an important driver for the Breville share price as well as potentially increasing the Breville dividend in the coming years.

Premier Investments share price valuation

According to the projection on Commsec, the Premier Investments share price is valued at just 12x FY27’s estimated earnings. It could pay a FY27 grossed-up dividend yield of 9.5%, including franking credits, at the time of writing.

Given how Peter Alexander could continue to grow in the coming years, I think the company’s valuation is very cheap right now, especially given the rewarding dividend yield.

I think it’s one of Australia’s top shares to buy right now.  

The post A rare buying opportunity in 1 of Australia’s top shares? appeared first on The Motley Fool Australia.

More reading

• 3 ASX shares tipped to return 38% to 60%
• 2 strong Australian stocks to buy now with $9,000
• Top brokers name 3 ASX shares to buy next week
• Premier Investments vs Myer: Which ASX Retail Stock is Best?
• This ASX 200 share offers 30% upside and a 7% yield

Motley Fool contributor Tristan Harrison has positions in Breville Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Myer and Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Technology One vs Life360 shares

Plenty of Aussie investors are looking at technology shares for long-term growth, and right now, two names keep popping up: TechnologyOne Ltd (ASX: TNE) and Life360 Inc (ASX: 360). But which one has the best upside from here? Whether you’re after profits, dividends, or a stake in the next big thing, let’s see how these companies stack up.

The case for TechnologyOne

TechnologyOne is a heavyweight in Australia’s tech scene, creating enterprise software that helps its more than 1,000 clients — mainly government agencies, councils, and big organisations — run smoother operations. This Brisbane-based business has grown its footprint into six countries, focusing on integrated, user-friendly IT solutions.

Looking at the fundamentals, TechnologyOne is clearly a mature, profitable business:

• Market cap is a hefty $9.59 billion, making it one of the largest software companies on the ASX.
• P/E ratio stands at 68.51, reflecting strong investor confidence but also a premium to many other listed companies.
• Their dividend yield is at 0.96%, not huge, but decent for a technology outfit, especially with 75% franking on recent payouts. The trailing dividend per share sits at $0.28.

According to its most recent public description, TechnologyOne claims more than 1,000 customers across seven industry segments, which adds to its stability and resilience.

The case for Life360

Life360 is a US-based developer best known for its family safety app, letting users share locations, communicate, and get real-time alerts and driver reports. The app includes features like roadside assistance, driver monitoring, theft ID, and medical help — and with its recent entry into ad-tech, it’s chasing new revenue streams as well. Life360 boasts more than 104 million monthly active users.

Life360’s raw fundamentals tell the story of a growth-focused business:

• Market cap is $4.72 billion, about half the size of Technology One but still large for an ASX tech company.
• P/E ratio of 23.70, much lower than TechnologyOne’s, and EPS of $0.573. (Note: While EPS is higher here, P/E ratios can reflect different underlying measures or one-off factors, so keep this context in mind.)
• No dividend at all — classic for a company reinvesting in expansion, especially with a global user base and ad-tech ambitions.

Life360’s offering is consumer-facing and more global, with new growth engines like advertising now in play.

Valuation comparison

Here’s a quick look at the key numbers:

	TechnologyOne	Life360
Market Cap	$9.59b	$4.72b
P/E Ratio	68.51	23.70
Dividend Yield	0.96% (franked 75%)	0.00%
Earnings Per Share (EPS)	$0.428	$0.573
Year to Date Return	5.0%	-42.4%

Note: Life360’s reported P/E and EPS both suggest it’s profitable on a per-share basis, while TechnologyOne’s much higher P/E suggests the market prices in strong future growth or stability. Also, Life360 pays no dividend, while TechnologyOne offers a small franked yield, which may be attractive if that regular cashflow matters for you.

Recent share price performance

Comparing recent share price data until 25 Sep 2026:

• TechnologyOne: Closed at $29.29, down 1.2% on the day. Its year-to-date return is a positive 5.0%.
• Life360: Closed at $19.32, up a tiny 0.05% on the day. But its year-to-date return is down sharply, at -42.4%.

So, while both have had daily ups and downs lately, TechnologyOne’s shares have held up much better so far in 2026, while Life360 has suffered a significant drawdown.

Which is the better buy?

This is where it gets interesting. If I’m weighing pure upside potential, Life360 stands out. Its P/E ratio is well below TechnologyOne’s, even though its EPS is higher. It just reported a profit, has a massive (user base, and is chasing new ad-driven revenue — all classic ingredients for a beaten-down growth stock to rebound hard if things click. But there are clear risks: year to date, Life360 shares are down over 40%, a real blow for any investor who bought in a few months back.

TechnologyOne, meanwhile, is the definition of dependable: strong client base, reliable profits, and a long history of resilience. Investors do pay a steep premium for that consistency, with a P/E near 70 and a dividend yield below 1%. If you want steady, relatively lower-risk exposure in the Aussie tech sector, I can see the appeal — though I doubt you’ll get explosive upside from here, unless earnings go through the roof.

So here’s my take: For pure upside, my pick would be Life360. It’s coming off a rough patch, is priced much more modestly, and any positive surprise — user growth, new monetisation, or acquisition news — could see a sharp recovery. I’d call it a higher-risk, higher-reward option. If you want to sleep soundly and collect those franked dividends, TechnologyOne might be the safer, steadier bet, but if I had to choose on upside, Life360 gets my nod.

The post TechnologyOne vs Life360: Which ASX tech share has more upside? appeared first on The Motley Fool Australia.

More reading

• A rare buying opportunity in 1 of Australia’s top shares?
• 5 best ASX shares to buy in October
• Here are the top 10 ASX 200 shares today
• Xero vs Life360: Which ASX tech share has more upside?
• Is Life360 one of the best ASX growth shares to buy?

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Deciding which ASX shares are buys and which ones are sells can be difficult. 

To help you figure things out, let’s look at three ASX shares that experts are tipping as sells this week, courtesy of The Bull. 

Here’s what they are saying:

Commonwealth Bank of Australia (ASX: CBA)

The team at Red Leaf Securities thinks that Australia’s largest bank is an ASX share to sell now.

While it acknowledges the quality of CBA, it has concerns over its premium valuation at a time when credit growth could slow and borrower stress could increase. It explains:

CBA is Australia’s highest quality major bank, but, in my view, quality doesn’t always represent value. Its premium valuation leaves limited room for disappointment as rising interest rates potentially slow credit growth and increase borrower stress. Investors could use the opportunity to take profits and consider better-value alternatives elsewhere in the banking sector.

Corporate Travel Management Ltd (ASX: CTD)

Red Leaf Securities is also bearish on this corporate travel specialist and thinks it could be an ASX share to sell.

It has concerns over historical customer remediation and feels the near term risk-reward equation is unattractive. Red Leaf said:

CTD reported improved underlying earnings in fiscal year 2026. However, in my view, questions remain around historical customer remediation, governance, financial controls and funding requirements. In a company update on April 22, 2026, a review had found that UK customers were charged in excess of their contractual entitlement. On September 1, 2026, the company noted about 78 per cent of customer refunds had been agreed or were nearing finalisation. In my view, the near term risk-reward equation remains unattractive.

Xero Ltd (ASX: XRO)

Fairmont Equities has named Xero as an ASX share to sell this week.

It suspects that increasing bond yields and interest rates could be a headwind for technology stocks in the near term. Fairmont explains:

Xero is an accounting software provider. In my view, potentially increasing bond yields and interest rates will continue to be a headwind for technology stocks, such as XRO. Fiscal year 2026 operating revenue increased 31 per cent on the prior corresponding period. However, net profit after tax fell 27 per cent. The gross margin declined from 89 per cent to 83.9 per cent. From a charting perspective, selling pressure follows share price rallies, so the downtrend may not yet be over at this point.

The post 3 ASX shares to sell now according to experts appeared first on The Motley Fool Australia.

More reading

• 6 ASX shares set to soar 39% to 135%
• Should I buy CBA shares in October?
• How much could the Xero share price rise in the next year?
• Buy, hold, sell: Xero, South32, Woodside shares
• Buy, hold, sell: CBA, BHP, CSL shares

Motley Fool contributor James Mickleboro has positions in Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Corporate Travel Management and Xero. The Motley Fool Australia has positions in and has recommended Corporate Travel Management and Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The iShares S&P 500 ETF (ASX: IVV) is one of the most popular and effective investments because it offers low-cost exposure to the S&P 500. It also provides investors with passive income.

The exchange-traded fund (ETF) is highly diversified because it tracks the S&P 500, an index of 500 of the largest companies listed in the US.

Investors can utilise different share markets to build a passive income stream. The IVV ETF is certainly an option to consider. Let’s see what it would take to generate $1,000 of annual passive income from the ASX ETF.

Passive income from the IVV ETF

ETFs act as conduits for investors. They pass through the dividend income they receive to the investor.

The ETF portfolios have a significant influence on how much dividend income is generated.

If the portfolio is invested in high-yielding stocks, then the ETF itself will likely have a high dividend yield. But, the reverse is also true – if the holdings have a low dividend yield then the ASX ETF will also have low dividend yield.

At the end of August 2026, the IVV ETF reportedly had a dividend yield of 1.04%. That’s certainly not a high yield, but it’s better than nothing.

With a yield that low, an investor would need a sizeable investment to unlock $1,000 of dividend income.

To generate $1,000 of passive income at a dividend yield of 1.04%, we’re talking about requiring a $96,000 investment.

I think it’s clear you wouldn’t buy the IVV ETF with the thought of generating dividends. The dividend income is a bonus when it comes to owning units of this fund.

Why it can still be a great investment

Just because it doesn’t have a high dividend yield doesn’t mean it’s not a great investment.

The IVV ETF may be the most effective way to get exposure to a portfolio of high-quality US shares. But, we should think of these stocks as global businesses, not just US businesses – they give exposure to the global economy.

The iShares S&P 500 ETF’s top holdings include Nvidia, Apple, Microsoft, Alphabet, Amazon.com, Broadcom, Meta Platfoms, Micron Technology and Tesla.

If we’re going to invest in global blue-chips, the above names are the sorts of stocks I’d want to own.

In my view, it’s unsurprising that the strongest and biggest businesses manage to compound their earnings at a good pace. The IVV ETF has returned an average of 12.96% over the last five years.

I think the fund gives excellent investment exposure, for an extremely low cost of just 0.04%.

So, I wouldn’t buy the IVV ETF for passive income, but it’s an excellent investment for low-cost wealth-building.

The post How much must I invest in IVV ETF shares to earn a $1,000 passive income in 2027? appeared first on The Motley Fool Australia.

More reading

• Own US ETFs like IVV or NDQ? Here’s why your dividends are so low
• Invested in ASX IVV or other iShares ETFs? Here’s your next dividend
• 10 top ASX ETFs to watch in 2027
• Want to invest in AI? Here are the best ASX ETFs for 2027
• 5 ASX ETFs for Aussie investors to buy and hold for 20 years

Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, Broadcom, Meta Platforms, Micron Technology, Microsoft, Nvidia, Tesla, and iShares S&P 500 ETF. The Motley Fool Australia has recommended Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.