Bega Cheese 将来の成長

Future 基準チェック /36

Bega Cheese利益と収益がそれぞれ年間22.5%と3.7%増加すると予測されています。EPS は年間増加すると予想されています。自己資本利益率は 3 年後に7.7% 22.5%なると予測されています。

主要情報

22.5%

収益成長率

22.5%

EPS成長率

Food 収益成長	16.2%
収益成長率	3.7%
将来の株主資本利益率	7.7%
アナリストカバレッジ	Good
最終更新日	19 Dec 2024

今後の成長に関する最新情報

Recent updates

Revenues Not Telling The Story For Bega Cheese Limited (ASX:BGA) After Shares Rise 26%

Sep 27

Is Bega Cheese Limited (ASX:BGA) Trading At A 43% Discount?

Jun 03

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

業績と収益の成長予測

ASX:BGA - アナリストの将来予測と過去の財務データ ( )AUD Millions
日付	収益	収益	フリー・キャッシュフロー	営業活動によるキャッシュ	平均アナリスト数
6/30/2027	3,894	84	67	166	8
6/30/2026	3,763	71	60	154	9
6/30/2025	3,640	54	23	123	9
6/30/2024	3,522	31	67	134	N/A
3/31/2024	3,475	-90	-2	75	N/A
12/24/2023	3,429	-211	-71	16	N/A
9/24/2023	3,402	-220	-65	12	N/A
6/30/2023	3,376	-230	-60	8	N/A
3/31/2023	3,277	-113	-2	64	N/A
12/25/2022	3,178	4	55	119	N/A
9/25/2022	3,094	14	71	139	N/A
6/30/2022	3,010	24	86	158	N/A
3/31/2022	2,941	54	84	146	N/A
12/26/2021	2,873	84	82	133	N/A
9/26/2021	2,473	81	80	122	N/A
6/30/2021	2,073	78	79	111	N/A
3/31/2021	1,767	56	75	109	N/A
12/27/2020	1,460	34	71	107	N/A
9/27/2020	1,476	28	76	122	N/A
6/30/2020	1,493	21	81	138	N/A
3/31/2020	1,503	15	139	202	N/A
12/29/2019	1,512	8	198	267	N/A
9/29/2019	1,466	6	118	183	N/A
6/30/2019	1,420	4	38	100	N/A
3/31/2019	1,354	9	-44	13	N/A
12/30/2018	1,288	13	-126	-75	N/A
9/30/2018	1,270	21	-57	-8	N/A
6/30/2018	1,252	29	12	59	N/A
3/31/2018	1,236	86	N/A	63	N/A
12/31/2017	1,219	144	N/A	67	N/A
9/30/2017	1,223	141	N/A	68	N/A
6/30/2017	1,227	139	N/A	70	N/A
3/31/2017	1,241	84	N/A	66	N/A
12/25/2016	1,256	30	N/A	62	N/A
9/25/2016	1,226	29	N/A	60	N/A
6/30/2016	1,196	29	N/A	59	N/A
3/31/2016	1,159	25	N/A	49	N/A
12/27/2015	1,122	21	N/A	39	N/A
9/27/2015	1,117	17	N/A	11	N/A
6/30/2015	1,113	12	N/A	-17	N/A
3/31/2015	1,112	33	N/A	-17	N/A
12/28/2014	1,111	53	N/A	-16	N/A
9/28/2014	1,090	60	N/A	12	N/A
6/30/2014	1,069	66	N/A	40	N/A
3/31/2014	1,047	47	N/A	53	N/A
12/29/2013	1,025	28	N/A	65	N/A

アナリストによる今後の成長予測

収入対貯蓄率: BGAの予測収益成長率 (年間22.5% ) は貯蓄率 ( 2.6% ) を上回っています。

収益対市場: BGAの収益 ( 22.5% ) はAustralian市場 ( 12.5% ) よりも速いペースで成長すると予測されています。

高成長収益: BGAの収益は今後 3 年間で大幅に増加すると予想されています。

収益対市場: BGAの収益 ( 3.7% ) Australian市場 ( 5.8% ) よりも低い成長が予測されています。

高い収益成長: BGAの収益 ( 3.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BGAの自己資本利益率は、3年後には低くなると予測されています ( 7.7 %)。

成長企業の発掘

企業分析と財務データの現状

データ	最終更新日（UTC時間）
企業分析	2024/12/21 04:55
終値	2024/12/20 00:00
収益	2024/06/30
年間収益	2024/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージ	データ	タイムフレーム	米国ソース例
会社財務	10年	損益計算書キャッシュ・フロー計算書貸借対照表	SECフォーム10-K SECフォーム10-Q
アナリストのコンセンサス予想	+プラス3年	予想財務アナリストの目標株価	アナリストリサーチレポート Blue Matrix
市場価格	30年	株価配当、分割、措置	ICEマーケットデータ SECフォームS-1
所有権	10年	トップ株主インサイダー取引	SECフォーム4 SECフォーム13D
マネジメント	10年	リーダーシップ・チーム取締役会	SECフォーム10-K SECフォームDEF 14A
主な進展	10年	会社からのお知らせ	SECフォーム8-K

* 米国証券を例とし、非米国証券については同等の規制書式と情報源を使用^。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートの作成に使用した分析モデルの詳細は、Githubページでご覧いただけます。また、レポートの使用方法に関するガイドや、Youtubeでのチュートリアルもご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Bega Cheese Limited 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、。アナリストの投稿は一日中更新されます。18

アナリスト	機関
Russell Wright	Barclay Pearce Capital Pty Limited
Josh Kannourakis	Barrenjoey Markets Pty Limited
Jonathan Snape	Bell Potter

Bega Cheese 将来の成長

Future 基準チェック /36

主要情報

今後の成長に関する最新情報

Price target increased by 10% to AU$4.54

Price target increased by 7.4% to AU$3.67

Consensus EPS estimates fall from profit to AU$0.63 loss

Price target decreased by 7.3% to AU$3.44

Consensus EPS estimates fall by 39%, revenue upgraded

Price target decreased to AU$4.91

Recent updates

Revenues Not Telling The Story For Bega Cheese Limited (ASX:BGA) After Shares Rise 26%

Bega Cheese Limited, Annual General Meeting, Oct 30, 2024

Non-Executive Director recently sold AU$179k worth of stock

Investor sentiment improves as stock rises 20%

Final dividend of AU$0.04 announced

New minor risk - Earnings quality

Price target increased by 10% to AU$4.54

Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

Now 20% undervalued

Is Bega Cheese Limited (ASX:BGA) Trading At A 43% Discount?

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)