GYG Share Price Performance
AU$0
-27.00 (-100.00%)
Price AU$0
Fair ValueAU$23.64
Share Pricen/a
Narrative Update • Jun 22
Guzman y Gomez Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 38 Fair Values set on narratives written by author
GYG Community Narratives
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Fair Value
·Fair Value AU$23.64 10.4% undervalued intrinsic discount
Expanding Fast Casual Networks Will Capture Australia And US Markets
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14users have followed this narrative
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Fair Value
·Fair Value AU$31 31.6% undervalued intrinsic discount
Digital Ordering And Urbanization Will Redefine Global Fast Casual Dining
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3users have followed this narrative
AN
Fair Value
·Fair Value AU$16.16 31.1% overvalued intrinsic discount
Rising Costs And Health Trends Will Hinder Expansion Prospects
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Digital Ordering And Urbanization Will Redefine Global Fast Casual Dining
Guzman y Gomez looks set to grow faster than many expect as it opens more restaurants, leans harder into digital ordering, and pushes a premium “clean food” offer that keeps customers coming back. The big question is whether that growth can hold up as it faces rising costs, tougher competition, and a heavy reliance on Australia.Read more
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AU$31
31.6% undervalued intrinsic discount
Fair Value
Revenue
19.82% p.a.
Profit Margin
11.05%
Future PE
39.71x
Price in 2029
AU$39.39
Expanding Fast Casual Networks Will Capture Australia And US Markets
Guzman y Gomez is racing to open more restaurants and push mobile ordering, betting that busy customers will keep choosing its “cleaner” fast food over the usual options. The big swing is proving the brand can work in the United States, because missteps in expansion, costs, or competition could quickly squeeze profits.Read more
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AU$23.64
10.4% undervalued intrinsic discount
Fair Value
Revenue
16.12% p.a.
Profit Margin
9.1%
Future PE
40.35x
Price in 2029
AU$29.99
Rising Costs And Health Trends Will Hinder Expansion Prospects
Key Takeaways Shifting consumer health preferences and competitive digital disruption threaten brand relevance, pricing power, and margin stability long-term. Aggressive expansion and geographic concentration heighten operational risks and earnings vulnerability to local shocks and rising labor costs.Read more
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AU$16.16
31.1% overvalued intrinsic discount
Fair Value
Revenue
18.25% p.a.
Profit Margin
6.55%
Future PE
41.52x
Price in 2028
AU$20.45
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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GYG: Future Re Rating Will Hinge On Store Rollout Momentum
Fair Value: AU$31 31.6% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
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AN
GYG: Bullish View Will Rely On Expanded Australian Store Footprint
Fair Value: AU$23.64 10.4% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Rising Costs And Health Trends Will Hinder Expansion Prospects
Fair Value: AU$16.16 31.1% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Guzman y Gomez Limited Key Details
About GYG
- Founded
- 2005
- Employees
- 13000
- CEO
- WebsiteView website
Guzman y Gomez Limited operates and manages quick service restaurants in Australia, Singapore, Japan, and the United States. Its restaurants offer Mexican-inspired food through a chain of quick service restaurants, as well as drive thru, delivery, digital channels, strip, and drive thru formats. The company also manages a franchise network of quick service restaurants. Guzman y Gomez Limited was founded in 2005 and is headquartered in Surry Hills, Australia.
