Bega Cheese (ASX:BGA) - Cotización, noticias y análisis

Resumen de acción BGA

Bega Cheese Limited recibe, procesa, fabrica y distribuye productos lácteos y otros productos relacionados con la alimentación en Australia.

Acerca de la empresa

BGA fundamental analysis
Snowflake Score
Valuation	5/6
Future Growth	3/6
Past Performance	0/6
Financial Health	4/6
Dividends	0/6

Recompensas

Cotiza un 36% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 69.08%

Cotiza a buen valor en comparación con empresas similares e industria

Análisis de riesgos

Venta significativa por parte de personas con información privilegiada en los últimos 3 meses

Competidores de Bega Cheese Limited

Inghams Group

ASX:ING

AU$1.4b

United Malt Group

ASX:UMG

AU$1.5b

Cobram Estate Olives

ASX:CBO

AU$782.7m

Australian Agricultural

ASX:AAC

AU$816.7m

Historial de precios y rendimiento

Summary of all time highs, changes and price drops for Bega Cheese
Historical stock prices
Current Share Price	AU$4.42
52 Week High	AU$4.53
52 Week Low	AU$2.43
Beta	0.52
1 Month Change	9.95%
3 Month Change	16.93%
1 Year Change	14.81%
3 Year Change	-25.96%
5 Year Change	-10.71%
Change since IPO	140.22%

Noticias y actualizaciones recientes

Bega Cheese Limited (ASX:BGA) Shares Could Be 27% Below Their Intrinsic Value Estimate

Jan 22

Recent updates

Bega Cheese Limited (ASX:BGA) Shares Could Be 27% Below Their Intrinsic Value Estimate

Jan 22

Is Bega Cheese (ASX:BGA) Using Too Much Debt?

Oct 13

Bega Cheese Limited's (ASX:BGA) Intrinsic Value Is Potentially 30% Above Its Share Price

Mar 15

Analysts Are Betting On Bega Cheese Limited (ASX:BGA) With A Big Upgrade This Week

Feb 25

Why Bega Cheese's (ASX:BGA) CEO Pay Matters

Feb 15

Does Bega Cheese Limited's (ASX:BGA) Weak Fundamentals Mean That The Market Could Correct Its Share Price?

Feb 03

An Intrinsic Calculation For Bega Cheese Limited (ASX:BGA) Suggests It's 24% Undervalued

Jan 22

We Wouldn't Rely On Bega Cheese's (ASX:BGA) Statutory Earnings As A Guide

Jan 10

Three Things You Should Check Before Buying Bega Cheese Limited (ASX:BGA) For Its Dividend

Dec 29

Here's Why Bega Cheese (ASX:BGA) Has A Meaningful Debt Burden

Dec 17

Should Bega Cheese (ASX:BGA) Be Disappointed With Their 48% Profit?

Dec 06

What Kind Of Shareholders Hold The Majority In Bega Cheese Limited's (ASX:BGA) Shares?

Nov 25

Bega Cheese Limited (ASX:BGA) Will Pay A AU$0.05 Dividend In Four Days

Sep 02

Bega Cheese's (ASX:BGA) Stock Price Has Reduced32% In The Past Three Years

Aug 23

What Kind Of Shareholders Own Bega Cheese Limited (ASX:BGA)?

Aug 07

Bega Cheese Limited's (ASX:BGA) Dismal Stock Performance Reflects Weak Fundamentals

Jul 22

Who Has Been Selling Bega Cheese Limited (ASX:BGA) Shares?

Jul 06

Rentabilidad de los accionistas

	BGA	AU Food	Mercado AU
7D	6.5%	2.0%	3.1%
1Y	14.8%	4.3%	8.1%

Rentabilidad vs. Industria: BGA superó al sector Australian Food , que obtuvo un rendimiento del 2.7% el año pasado.

Rentabilidad vs. Mercado: BGA superó al mercado Australian, que obtuvo un rendimiento del 3.9% el año pasado.

Volatilidad de los precios

Is BGA's price volatile compared to industry and market?
BGA volatility
BGA Average Weekly Movement	5.6%
Food Industry Average Movement	7.8%
Market Average Movement	9.0%
10% most volatile stocks in AU Market	17.5%
10% least volatile stocks in AU Market	3.5%

Precio estable de las acciones: BGA no ha tenido una volatilidad de precios significativa en los últimos 3 meses.

Volatilidad a lo largo del tiempo: La volatilidad semanal de BGA (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

Fundada	Empleados	CEO	Página web
1899	3,900	Pete Findlay	www.begacheese.com.au

Bega Cheese Limited recibe, procesa, fabrica y distribuye productos lácteos y otros productos relacionados con la alimentación en Australia. La empresa opera en dos segmentos, Branded y Bulk. El segmento de marca fabrica productos de consumo de valor añadido para marcas propias y externas.

Resumen de fundamentos de Bega Cheese Limited

¿Cómo se comparan los beneficios e ingresos de Bega Cheese con su capitalización de mercado?
Estadísticas fundamentales de BGA
Capitalización bursátil	AU$1.35b
Beneficios(TTM)	-AU$210.70m
Ingresos (TTM)	AU$3.43b

0.4x

Ratio precio-ventas (PS)

-6.4x

Ratio precio-beneficio (PE)

¿Está BGA sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de BGA
Ingresos	AU$3.43b
Coste de los ingresos	AU$2.78b
Beneficio bruto	AU$648.90m
Otros gastos	AU$859.60m
Beneficios	-AU$210.70m

Últimos beneficios comunicados

Dec 24, 2023

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)	-0.69
Margen bruto	18.92%
Margen de beneficio neto	-6.14%
Ratio deuda/patrimonio	31.3%

¿Cómo se ha desempeñado BGA a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.6%

Rentabilidad actual por dividendo

-10%

Ratio de pagos

Resumen de acción BGA

Recompensas

Análisis de riesgos

Competidores de Bega Cheese Limited

ASX:ING

AU$1.4b

ASX:UMG

AU$1.5b

ASX:CBO

AU$782.7m

ASX:AAC

AU$816.7m

Historial de precios y rendimiento

Noticias y actualizaciones recientes

Non-Executive Director recently sold AU$209k worth of stock

First half dividend of AU$0.04 announced

First half 2024 earnings: EPS and revenues exceed analyst expectations

Price target increased by 7.4% to AU$3.67

Bega Cheese Limited (ASX:BGA) Shares Could Be 27% Below Their Intrinsic Value Estimate

Bega Cheese Limited (ASX:BGA) completed the acquisition of Businesses and certain assets of Betta Milk and Meander Valley Dairy from TasFoods Limited (ASX:TFL) and The Van Diemen's Land Company.

Recent updates

Non-Executive Director recently sold AU$209k worth of stock

First half dividend of AU$0.04 announced

First half 2024 earnings: EPS and revenues exceed analyst expectations

Price target increased by 7.4% to AU$3.67

Bega Cheese Limited (ASX:BGA) Shares Could Be 27% Below Their Intrinsic Value Estimate

Bega Cheese Limited (ASX:BGA) completed the acquisition of Businesses and certain assets of Betta Milk and Meander Valley Dairy from TasFoods Limited (ASX:TFL) and The Van Diemen's Land Company.

Is Bega Cheese (ASX:BGA) Using Too Much Debt?

Insufficient new directors

Bega Cheese Limited, Annual General Meeting, Oct 24, 2023

Bega Cheese Limited (ASX:BGA) entered into an agreement to acquire Businesses and certain assets of Betta Milk and Meander Valley Dairy from TasFoods Limited (ASX:TFL) for AUD 11 million.

Bega Cheese Limited Declares Final Fully Franked Dividend, Payable on 21 September 2023

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Consensus EPS estimates fall from profit to AU$0.63 loss

Charter Hall Group (ASX:CHC) agreed to acquire 1 Vegemite Way, Port Melbourne site of Bega Group from Bega Cheese Limited (ASX:BGA) for approximately AUD 120 million.

Charter Hall Group (ASX:CHC) agreed to acquire 1 Vegemite Way, Port Melbourne site of Bega Group from Bega Cheese Limited (ASX:BGA) for approximately AUD 120 million.

Price target decreased by 7.3% to AU$3.44

Now 20% undervalued

Now 21% undervalued

Bega Cheese Limited's (ASX:BGA) Intrinsic Value Is Potentially 30% Above Its Share Price

Now 23% undervalued after recent price drop

Consensus EPS estimates fall by 39%, revenue upgraded

First half 2023 earnings released: EPS: AU$0.024 (vs AU$0.093 in 1H 2022)

Bega Group Announces CEO Changes

Bega Cheese Limited Announces CEO Changes

Bega Cheese Limited Names Gunther Burghardt as Chief Financial Officer

Bega Cheese Limited, Annual General Meeting, Oct 26, 2022

Bega Cheese Limited Declares Fully Franked Ordinary Distribution for the Six Months Ended June 30, 2022, Payable on September 23, 2022

Does Bega Cheese (ASX:BGA) Have A Healthy Balance Sheet?

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Insider recently bought AU$15m worth of stock

Price target decreased to AU$4.91

Bega Cheese Appoints Pete Findlay as Chief Operating Officer

Now 22% undervalued after recent price drop

Insider recently bought AU$15m worth of stock

Consensus forecasts updated

Insider recently bought AU$35m worth of stock

Consensus EPS estimates fall by 18%

Bega Cheese's (ASX:BGA) Upcoming Dividend Will Be Larger Than Last Year's

First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Bega Cheese Limited Announces Fully Franked Dividend for Six Months Ended December 26, 2021, Payable on March 24, 2022

Is Bega Cheese (ASX:BGA) Using Too Much Debt?

Now 21% undervalued after recent price drop

With EPS Growth And More, Bega Cheese (ASX:BGA) Is Interesting

Consensus forecasts updated

Now 20% undervalued after recent price drop

Insider recently bought AU$108m worth of stock

Estimating The Fair Value Of Bega Cheese Limited (ASX:BGA)

Non-Executive Director recently bought AU$55k worth of stock

Full year 2021 earnings released: EPS AU$0.27 (vs AU$0.099 in FY 2020)

Consensus forecasts updated

Is Bega Cheese (ASX:BGA) A Risky Investment?

Is Bega Cheese Limited (ASX:BGA) Trading At A 27% Discount?

Is Bega Cheese Limited (ASX:BGA) A Smart Pick For Income Investors?

Do Institutions Own Bega Cheese Limited (ASX:BGA) Shares?

Analysts update estimates

Price target raised to AU$6.32

Analysts lower EPS estimates to AU$0.013

Analysts Are Betting On Bega Cheese Limited (ASX:BGA) With A Big Upgrade This Week

First half 2021 earnings released: EPS AU$0.096 (vs AU$0.04 in 1H 2020)