Australian (ASX) Packaged Foods and Meats Industry Analysis

Industry Valuation and Performance

Has the Australian Packaged Foods and Meats Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 21 May 2026	AU$6.4b	AU$10.1b	AU$179.5m	12.8x	35.7x	0.6x
Sat, 18 Apr 2026	AU$6.5b	AU$10.1b	AU$170.2m	13.1x	38.4x	0.6x
Mon, 16 Mar 2026	AU$6.1b	AU$10.1b	AU$158.5m	13.8x	38.7x	0.6x
Wed, 11 Feb 2026	AU$6.8b	AU$10.1b	AU$258.1m	10.1x	26.4x	0.7x
Fri, 09 Jan 2026	AU$7.3b	AU$10.1b	AU$258.1m	14.4x	28.3x	0.7x
Sun, 07 Dec 2025	AU$6.8b	AU$10.1b	AU$253.5m	14.7x	26.8x	0.7x
Tue, 04 Nov 2025	AU$6.8b	AU$10.0b	AU$194.8m	13.1x	35x	0.7x
Thu, 02 Oct 2025	AU$6.9b	AU$10.0b	AU$194.8m	12.4x	35.4x	0.7x
Sat, 30 Aug 2025	AU$6.8b	AU$10.1b	AU$139.4m	11.9x	48.8x	0.7x
Mon, 28 Jul 2025	AU$6.2b	AU$10.2b	AU$116.1m	24.5x	53.3x	0.6x
Wed, 25 Jun 2025	AU$6.2b	AU$10.2b	AU$112.0m	23.6x	55.2x	0.6x
Fri, 23 May 2025	AU$6.1b	AU$10.2b	AU$139.7m	23.2x	43.7x	0.6x
Sun, 20 Apr 2025	AU$5.9b	AU$10.0b	AU$165.2m	23.8x	35.4x	0.6x
Tue, 18 Mar 2025	AU$5.9b	AU$10.0b	AU$165.2m	25.1x	35.6x	0.6x
Thu, 13 Feb 2025	AU$6.1b	AU$9.9b	AU$79.5m	24.2x	76.7x	0.6x
Sat, 11 Jan 2025	AU$6.1b	AU$9.9b	AU$75.5m	25.5x	80.6x	0.6x
Mon, 09 Dec 2024	AU$5.8b	AU$9.9b	AU$74.4m	23.8x	77.6x	0.6x
Wed, 06 Nov 2024	AU$5.5b	AU$9.9b	-AU$66,211,974.54	23.9x	-83.8x	0.6x
Fri, 04 Oct 2024	AU$5.5b	AU$9.9b	-AU$67,008,891.81	25.4x	-81.8x	0.6x
Sun, 01 Sep 2024	AU$5.4b	AU$10.1b	-AU$123,814,904.28	24.6x	-43.4x	0.5x
Tue, 30 Jul 2024	AU$5.4b	AU$9.8b	-AU$380,709,531.36	13.6x	-14.1x	0.5x
Thu, 27 Jun 2024	AU$5.2b	AU$9.8b	-AU$378,757,494.03	13.7x	-13.7x	0.5x
Sat, 25 May 2024	AU$5.3b	AU$9.8b	-AU$378,858,472.32	14.1x	-14x	0.5x
Mon, 22 Apr 2024	AU$5.2b	AU$9.7b	-AU$437,211,694.25	14.5x	-11.9x	0.5x
Wed, 20 Mar 2024	AU$5.2b	AU$9.7b	-AU$436,962,743.09	14.5x	-12x	0.5x
Fri, 16 Feb 2024	AU$5.4b	AU$9.5b	-AU$500,170,940.46	27.2x	-10.8x	0.6x
Sun, 14 Jan 2024	AU$7.8b	AU$11.9b	-AU$514,604,409.00	25.1x	-15.2x	0.7x
Tue, 12 Dec 2023	AU$7.6b	AU$11.8b	-AU$536,358,822.00	25.2x	-14.1x	0.6x
Thu, 09 Nov 2023	AU$7.4b	AU$11.8b	-AU$379,802,608.00	30.9x	-19.4x	0.6x
Sat, 07 Oct 2023	AU$7.1b	AU$11.8b	-AU$379,983,420.00	28.9x	-18.6x	0.6x
Mon, 04 Sep 2023	AU$7.3b	AU$11.8b	-AU$378,923,473.00	25.1x	-19.4x	0.6x
Wed, 02 Aug 2023	AU$7.2b	AU$11.4b	-AU$145,757,397.00	20.3x	-49.4x	0.6x
Fri, 30 Jun 2023	AU$6.8b	AU$11.4b	-AU$145,686,063.00	20.3x	-46.6x	0.6x
Sun, 28 May 2023	AU$7.2b	AU$11.2b	-AU$109,357,003.00	20.3x	-65.6x	0.6x

Current Industry PE

Investors are optimistic on the Australian Packaged Foods and Meats industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 35.7x which is higher than its 3-year average PE of 8.0x.

The industry is trading close to its 3-year average PS ratio of 0.61x.

Past Earnings Growth

Total earnings for the Packaged Foods and Meats industry have gone up over the last three years and the industry is now profitable.
Revenues have declined 3.6% per year.
This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.

Industry Comparison

How does Australian Packaged Foods and Meats compare with similar industries?


AU Market	-1.73%
Consumer Staples	1.60%
Food	-5.58%
Packaged Foods and Meats	0.98%
Agricultural Products	-14.57%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

	Company	Last Price	7D	1Y	Valuation
	ING Inghams Group	AU$1.98	3.1% +AU$22.3m	-47.9%	PE13x
	AAC Australian Agricultural	AU$1.31	0.8% +AU$6.0m	-9.7%	PE13.7x

Company

Last Price

Valuation

ING Inghams Group

AU$1.98

3.1%
+AU$22.3m

-47.9%

PE13x

AAC Australian Agricultural

AU$1.31

0.8%
+AU$6.0m

-9.7%

PE13.7x

New major risk - Shareholder dilution

The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 81% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). High level of non-cash earnings (22% accrual ratio). Shareholders have been substantially diluted in the past year (81% increase in shares outstanding). Minor Risk Market cap is less than US$100m (AU$34.4m market cap, or US$24.8m).

Australian (ASX) Packaged Foods and Meats Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

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