Calculating The Intrinsic Value Of FFI Holdings Limited (ASX:FFI)
Feb 19
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Australian (ASX) Food Industry Analysis
UpdatedFeb 19, 2025
DataAggregated Company Financials
Companies32
- 7D1.5%
- 3M7.0%
- 1Y8.8%
- YTD1.9%
The Food industry is up 1.5% in the last week, with Bega Cheese up 5.0%. Meanwhile, Ridley actually underperformed within the industry, shrinking 9.2% in the last week. This means that the industry has gained 8.8% over the past year. Earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the Australian Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 20 Feb 2025 | AU$9.6b | AU$15.1b | AU$124.0m | 24.1x | 77.3x | 0.6x |
| Sat, 18 Jan 2025 | AU$9.3b | AU$15.1b | AU$127.7m | 23.7x | 73.1x | 0.6x |
| Mon, 16 Dec 2024 | AU$8.8b | AU$15.1b | AU$122.7m | 23.3x | 71.5x | 0.6x |
| Wed, 13 Nov 2024 | AU$8.8b | AU$14.8b | -AU$22,959,706.94 | 21.8x | -381.2x | 0.6x |
| Fri, 11 Oct 2024 | AU$8.6b | AU$14.8b | -AU$22,813,891.12 | 20.4x | -377.5x | 0.6x |
| Sun, 08 Sep 2024 | AU$8.3b | AU$15.0b | -AU$80,406,292.84 | 17.8x | -102.8x | 0.6x |
| Tue, 06 Aug 2024 | AU$8.0b | AU$14.8b | -AU$342,792,516.66 | 15.8x | -23.3x | 0.5x |
| Thu, 04 Jul 2024 | AU$8.0b | AU$14.8b | -AU$344,455,668.21 | 15.4x | -23.3x | 0.5x |
| Sat, 01 Jun 2024 | AU$8.0b | AU$14.7b | -AU$436,942,052.29 | 15.7x | -18.4x | 0.5x |
| Mon, 29 Apr 2024 | AU$8.0b | AU$15.0b | -AU$461,044,167.04 | 15.3x | -17.3x | 0.5x |
| Wed, 27 Mar 2024 | AU$8.2b | AU$15.0b | -AU$461,034,636.79 | 16.7x | -17.9x | 0.5x |
| Fri, 23 Feb 2024 | AU$9.5b | AU$16.4b | -AU$460,503,179.26 | 17.4x | -20.6x | 0.6x |
| Sun, 21 Jan 2024 | AU$12.3b | AU$18.5b | -AU$499,275,075.00 | 20.5x | -24.5x | 0.7x |
| Tue, 19 Dec 2023 | AU$11.8b | AU$18.5b | -AU$498,451,556.00 | 21.1x | -23.6x | 0.6x |
| Thu, 16 Nov 2023 | AU$11.6b | AU$18.4b | -AU$338,836,948.00 | 24.1x | -34.2x | 0.6x |
| Sat, 14 Oct 2023 | AU$11.2b | AU$18.7b | -AU$318,444,964.00 | 22.9x | -35.1x | 0.6x |
| Mon, 11 Sep 2023 | AU$11.1b | AU$18.7b | -AU$317,349,565.00 | 23.8x | -34.8x | 0.6x |
| Wed, 09 Aug 2023 | AU$11.4b | AU$18.1b | -AU$71,778,212.00 | 32.3x | -159.2x | 0.6x |
| Fri, 07 Jul 2023 | AU$11.2b | AU$18.1b | -AU$71,879,874.00 | 32.8x | -155.7x | 0.6x |
| Sun, 04 Jun 2023 | AU$10.8b | AU$18.0b | -AU$75,960,335.00 | 28.1x | -142.5x | 0.6x |
| Tue, 02 May 2023 | AU$11.3b | AU$17.8b | AU$227.7m | 26.2x | 49.8x | 0.6x |
| Thu, 30 Mar 2023 | AU$11.4b | AU$17.8b | AU$227.7m | 26.1x | 50x | 0.6x |
| Sat, 25 Feb 2023 | AU$11.5b | AU$17.7b | AU$249.9m | 20.3x | 46.2x | 0.7x |
| Mon, 23 Jan 2023 | AU$11.8b | AU$17.2b | AU$328.4m | 13.9x | 36x | 0.7x |
| Wed, 21 Dec 2022 | AU$11.5b | AU$17.2b | AU$328.1m | 14x | 35.1x | 0.7x |
| Fri, 18 Nov 2022 | AU$11.7b | AU$17.0b | AU$377.5m | 14x | 31x | 0.7x |
| Sun, 16 Oct 2022 | AU$12.1b | AU$16.4b | AU$398.1m | 15.3x | 30.4x | 0.7x |
| Tue, 13 Sep 2022 | AU$12.8b | AU$16.4b | AU$398.2m | 15.3x | 32.2x | 0.8x |
| Thu, 11 Aug 2022 | AU$12.5b | AU$16.0b | AU$495.0m | 14.1x | 25.3x | 0.8x |
| Sat, 09 Jul 2022 | AU$12.7b | AU$16.0b | AU$495.2m | 14.2x | 25.6x | 0.8x |
| Mon, 06 Jun 2022 | AU$13.5b | AU$15.7b | AU$470.5m | 15.7x | 28.6x | 0.9x |
| Wed, 04 May 2022 | AU$13.4b | AU$15.2b | AU$438.8m | 16.6x | 30.6x | 0.9x |
| Fri, 01 Apr 2022 | AU$13.3b | AU$15.2b | AU$438.2m | 16.1x | 30.3x | 0.9x |
| Sun, 27 Feb 2022 | AU$12.9b | AU$15.2b | AU$470.0m | 14.7x | 27.5x | 0.9x |
Price to Earnings Ratio
27.5x
Current Industry PE
- Investors are optimistic on the Australian Food industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 77.3x which is higher than its 3-year average PE of -21.7x.
- The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
- The earnings for companies in the Food industry have declined 36% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Australian Consumer Staples industry?
| AU Market | -0.19% | |
| Consumer Staples | 2.03% | |
| Food | 1.47% | |
| Packaged Foods and Meats | 2.10% | |
| Agricultural Products | 0.33% | |
Industry PE
- Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 59.2x.
- Analysts are expecting annual earnings growth of 11.8%, which is lower than the prior year's growth of 32.0% per year.
- Investors are most pessimistic about the Agricultural Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 44.0x.
Forecasted Growth
- Analysts are most optimistic on the Agricultural Products industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings decline of 4.7% per year.
- In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BGA Bega Cheese | AU$6.11 | 5.0% +AU$88.4m | 52.4% | PE54.5x | |
| SHV Select Harvests | AU$4.94 | 5.1% +AU$34.1m | 20.8% | PE468x | |
| CBO Cobram Estate Olives | AU$2.03 | 4.1% +AU$33.5m | 22.3% | PE45.9x | |
| SGLLV Ricegrowers | AU$10.63 | 2.7% +AU$18.2m | 55.2% | PE10.7x | |
| ING Inghams Group | AU$3.22 | 1.3% +AU$14.9m | -8.8% | PE11.8x |
