Company Analysis Treasury Wine Estates Limited
1. Summary
Advantages
- Dividends (5.75%) are higher than the sector average (4.73%).
Disadvantages
- Price (5.95 $) is higher than fair price (0.6787 $)
- The stock's return over the last year (-28.14%) is lower than the sector average (0.5065%).
- Current debt level 26.61% has increased over 5 years from 19.13%.
- The company's current efficiency (ROE=1.84%) is lower than the sector average (ROE=18.05%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Treasury Wine Estates Limited | Consumer Staples | Index | |
|---|---|---|---|
| 7 days | 0% | -0.3% | -2.1% |
| 90 days | -16.7% | 9.6% | -7.6% |
| 1 year | -28.1% | 0.5% | 8.6% |
TSRYF vs Sector: Treasury Wine Estates Limited has significantly underperformed the "Consumer Staples" sector by -28.65% over the past year.
TSRYF vs Market: Treasury Wine Estates Limited has significantly underperformed the market by -36.72% over the past year.
Stable price: TSRYF is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: TSRYF with weekly volatility of -0.5412% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (5.95 $) is higher than the fair price (0.6787 $).
Price is higher than fair: The current price (5.95 $) is 88.6% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (94.62) is higher than that of the sector as a whole (32.23).
P/E vs Market: The company's P/E (94.62) is higher than that of the market as a whole (53.36).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.36) is lower than that of the sector as a whole (4.11).
P/BV vs Market: The company's P/BV (1.36) is higher than that of the market as a whole (-8.34).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.33) is lower than that of the sector as a whole (3.39).
P/S vs Market: The company's P/S indicator (3.33) is lower than that of the market as a whole (4.77).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (22.5) is higher than that of the sector as a whole (17.03).
EV/Ebitda vs Market: The company's EV/Ebitda (22.5) is lower than that of the market as a whole (27.66).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -15.23% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-15.23%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-40.35%).
5.4. ROE
ROE vs Sector: The company's ROE (1.84%) is lower than that of the sector as a whole (18.05%).
ROE vs Market: The company's ROE (1.84%) is lower than that of the market as a whole (4.79%).
5.5. ROA
ROA vs Sector: The company's ROA (1.03%) is lower than that of the sector as a whole (6.18%).
ROA vs Market: The company's ROA (1.03%) is lower than that of the market as a whole (16.52%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (8.89%) is lower than that of the sector as a whole (13.7%).
ROIC vs Market: The company's ROIC (8.89%) is lower than that of the market as a whole (11.03%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 5.75% is higher than the average for the sector '4.73%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 5.75% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 5.75% has been growing weakly or stagnant over the past 5 years. Growth over only 2 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (263.5%) are at an uncomfortable level.
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