SFC Stock Overview

A diversified industrial and investment company, engages in the manufacture and sale of automotive leather and building materials primarily in Australia, Asia, and Europe. More details

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

Rewards

Trading at 89.9% below our estimate of its fair value

Earnings grew by 99% over the past year

Risk Analysis

Earnings have declined by 6.2% per year over past 5 years

Large one-off items impacting financial results

Unstable dividend track record

My Notes

Capture your thoughts, links and company narrative

Schaffer Corporation Limited Competitors

PWR Holdings

ASX:PWH

AU$816.6m

Amotiv

ASX:AOV

AU$1.5b

Adrad Holdings

ASX:AHL

AU$54.9m

Advanced Braking Technology

ASX:ABV

AU$32.7m

Price History & Performance

Summary of share price highs, lows and changes for Schaffer
Historical stock prices
Current Share Price	AU$21.44
52 Week High	AU$22.65
52 Week Low	AU$18.03
Beta	0.69
1 Month Change	-2.59%
3 Month Change	-1.83%
1 Year Change	18.91%
3 Year Change	5.88%
5 Year Change	46.55%
Change since IPO	2,394.47%

There May Be Underlying Issues With The Quality Of Schaffer's (ASX:SFC) Earnings

Oct 07

Recent updates

There May Be Underlying Issues With The Quality Of Schaffer's (ASX:SFC) Earnings

Oct 07

Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Upcoming Dividend?

Feb 27

Non-Executive Independent Director David Schwartz Just Bought A Handful Of Shares In Schaffer Corporation Limited (ASX:SFC)

Feb 20

Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Dividend?

Feb 15

Did You Participate In Any Of Schaffer's (ASX:SFC) Incredible 373% Return?

Feb 01

Will the Promising Trends At Schaffer (ASX:SFC) Continue?

Jan 19

We're Not So Sure You Should Rely on Schaffer's (ASX:SFC) Statutory Earnings

Jan 03

Schaffer Corporation Limited's (ASX:SFC) Stock's On An Uptrend: Are Strong Financials Guiding The Market?

Dec 20

Schaffer (ASX:SFC) Seems To Use Debt Quite Sensibly

Dec 08

How Does Schaffer's (ASX:SFC) CEO Salary Compare to Peers?

Nov 26

Shareholder Returns

	SFC	AU Auto Components	AU Market
7D	-1.2%	-1.9%	-2.3%
1Y	18.9%	-1.4%	10.0%

Return vs Industry: SFC exceeded the Australian Auto Components industry which returned -1.4% over the past year.

Return vs Market: SFC exceeded the Australian Market which returned 10% over the past year.

Price Volatility

Is SFC's price volatile compared to industry and market?
SFC volatility
SFC Average Weekly Movement	5.4%
Auto Components Industry Average Movement	5.7%
Market Average Movement	8.1%
10% most volatile stocks in AU Market	17.0%
10% least volatile stocks in AU Market	3.0%

Stable Share Price: SFC has not had significant price volatility in the past 3 months compared to the Australian market.

Volatility Over Time: SFC's weekly volatility (5%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1955	900	John Schaffer	www.schaffer.com.au

Schaffer Corporation Limited, a diversified industrial and investment company, engages in the manufacture and sale of automotive leather and building materials primarily in Australia, Asia, and Europe. It operates through Automotive Leather, Building Materials, and Group Investments segments. The Automotive Leather segment offers interior leather products to the automotive industry.

Schaffer Corporation Limited Fundamentals Summary

How do Schaffer's earnings and revenue compare to its market cap?
SFC fundamental statistics
Market cap	AU$291.39m
Earnings (TTM)	AU$27.05m
Revenue (TTM)	AU$226.23m

10.8x

P/E Ratio

1.3x

P/S Ratio

Is SFC overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SFC income statement (TTM)
Revenue	AU$226.23m
Cost of Revenue	AU$173.84m
Gross Profit	AU$52.39m
Other Expenses	AU$25.34m
Earnings	AU$27.05m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

Feb 19, 2025

Earnings per share (EPS)	1.99
Gross Margin	23.16%
Net Profit Margin	11.96%
Debt/Equity Ratio	25.0%

How did SFC perform over the long term?

See historical performance and comparison

Dividends

4.2%

Current Dividend Yield

45%

Payout Ratio

SFC Stock Overview

Rewards

Risk Analysis

Schaffer Corporation Limited Competitors

ASX:PWH

AU$816.6m

ASX:AOV

AU$1.5b

ASX:AHL

AU$54.9m

ASX:ABV

AU$32.7m

Price History & Performance

Recent News & Updates

Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024

There May Be Underlying Issues With The Quality Of Schaffer's (ASX:SFC) Earnings

Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)

Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025

Non-Executive Independent Director recently bought AU$113k worth of stock

Non-Executive Independent Director recently bought AU$149k worth of stock

Recent updates

Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024

There May Be Underlying Issues With The Quality Of Schaffer's (ASX:SFC) Earnings

Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)

Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025

Non-Executive Independent Director recently bought AU$113k worth of stock

Non-Executive Independent Director recently bought AU$149k worth of stock

Schaffer's (ASX:SFC) Dividend Will Be A$0.45

New minor risk - Earnings quality

Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024

Final dividend of AU$0.45 announced

Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)

Upcoming dividend of AU$0.45 per share

First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)

First half dividend of AU$0.45 announced

New major risk - Revenue and earnings growth

Chairman & MD recently bought AU$81k worth of stock

Schaffer Corporation Limited, Annual General Meeting, Nov 15, 2023

Upcoming dividend of AU$0.45 per share at 5.1% yield

Schaffer (ASX:SFC) Is Due To Pay A Dividend Of A$0.45

Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023

Full year 2023 earnings released: EPS: AU$1.00 (vs AU$1.91 in FY 2022)

Upcoming dividend of AU$0.45 per share at 4.6% yield

First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)

Insufficient new directors

Schaffer Corporation Limited, Annual General Meeting, Nov 16, 2022

Chairman & MD recently bought AU$151k worth of stock

Upcoming dividend of AU$0.45 per share

Schaffer (ASX:SFC) Has Affirmed Its Dividend Of A$0.45

Full year 2022 earnings released: EPS: AU$1.91 (vs AU$2.85 in FY 2021)

Schaffer Corporation Limited Announces Dividend for the Six Months Ended June 30, 2022, Payable on September 23, 2022

Non-Executive Independent Director recently bought AU$203k worth of stock

Insufficient new directors

Non-Executive Independent Director recently bought AU$193k worth of stock

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

Schaffer (ASX:SFC) Has Re-Affirmed Its Dividend Of AU$0.45

Schaffer Corporation Limited Declares Ordinary Dividend for the Six Months Ended December 31, 2021, Payable on March 11, 2022

Full year 2021 earnings released: EPS AU$2.85 (vs AU$1.72 in FY 2020)

Upcoming dividend of AU$0.45 per share

Non-Executive Independent Director recently bought AU$204k worth of stock

Schaffer (ASX:SFC) Is Paying Out A Larger Dividend Than Last Year

Schaffer (ASX:SFC) Shareholders Will Want The ROCE Trajectory To Continue

Is Schaffer (ASX:SFC) A Risky Investment?

Should You Be Adding Schaffer (ASX:SFC) To Your Watchlist Today?

New 90-day high: AU$20.22

Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Upcoming Dividend?

Upcoming Dividend of AU$0.45 Per Share

Non-Executive Independent Director David Schwartz Just Bought A Handful Of Shares In Schaffer Corporation Limited (ASX:SFC)

First half 2021 earnings released: EPS AU$1.70 (vs AU$1.02 in 1H 2020)

Non-Executive Independent Director recently bought AU$93k worth of stock

Should You Buy Schaffer Corporation Limited (ASX:SFC) For Its Dividend?

New 90-day high: AU$18.95

Did You Participate In Any Of Schaffer's (ASX:SFC) Incredible 373% Return?

Will the Promising Trends At Schaffer (ASX:SFC) Continue?

We're Not So Sure You Should Rely on Schaffer's (ASX:SFC) Statutory Earnings

Schaffer Corporation Limited's (ASX:SFC) Stock's On An Uptrend: Are Strong Financials Guiding The Market?

Schaffer (ASX:SFC) Seems To Use Debt Quite Sensibly

New 90-day high: AU$17.95

How Does Schaffer's (ASX:SFC) CEO Salary Compare to Peers?

New 90-day high: AU$17.55