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Seven West Media (ASX:SWM), the media company, was viewed by Collins St as deeply undervalued before its acquisition by Southern Cross. In September 2025, Collins St reported Seven's revenue fell 4% to $1.59 billion, with underlying profit of $57 million, while highlighting its low valuation. In June 2025, Collins St described Seven as one of Australia's most misunderstood and unloved media companies, trading at just four times earnings. Forager said 2024 was a year from hell for Seven, as advertising markets weakened. Seven West Media operates in the Communication Services sector within the Media industry, and Thesis Tracker has captured 6 comments from 2 fund managers, Collins St and Forager. Headquartered in Perth, Seven West Media operates the Seven Network, 7plus streaming, The West Australian and other publications, reaching more than 19 million Australians monthly, and merged with Southern Cross Media.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Collins St Asset Management and Forager Funds have invested in Seven West Media Ltd (ASX:SWM).
Collins St highlights a very low valuation of around four times earnings, strong audience reach and growth in its 7plus digital platform.
Forager and Collins St note falling revenue, a weak advertising market and traditional media's shrinking share of marketing spend.
Seven West Media (ASX: SWM) is one of Australia’s leading media companies, reaching more than 19 million people each month across broadcast television, publishing, and digital platforms. The company provides media content and audience reach through its national television, print, and online operations.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.