Asaleo Care Limited, together with its subsidiaries, manufactures, markets, distributes, and sells hygiene, personal care, and consumer tissue products in Australia, New Zealand, Fiji, and the Pacific Islands.
Proven track record and slightly overvalued.
Share Price & News
How has Asaleo Care's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: AHY has not had significant price volatility in the past 3 months.
7 Day Return
AU Personal Products
1 Year Return
AU Personal Products
Return vs Industry: AHY exceeded the Australian Personal Products industry which returned -23% over the past year.
Return vs Market: AHY exceeded the Australian Market which returned -17.6% over the past year.
Price Volatility Vs. Market
How volatile is Asaleo Care's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 weeks ago | Simply Wall StDo Institutions Own Shares In Asaleo Care Limited (ASX:AHY)?
1 month ago | Simply Wall StIs It Smart To Buy Asaleo Care Limited (ASX:AHY) Before It Goes Ex-Dividend?
1 month ago | Simply Wall StAre Asaleo Care Limited’s (ASX:AHY) Returns Worth Your While?
Is Asaleo Care undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: AHY (A$1.02) is trading below our estimate of fair value (A$1.06)
Significantly Below Fair Value: AHY is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: AHY is good value based on its PE Ratio (19.5x) compared to the Personal Products industry average (19.9x).
PE vs Market: AHY is poor value based on its PE Ratio (19.5x) compared to the Australian market (13.4x).
Price to Earnings Growth Ratio
PEG Ratio: AHY is poor value based on its PEG Ratio (1.7x)
Price to Book Ratio
PB vs Industry: AHY is overvalued based on its PB Ratio (3x) compared to the AU Personal Products industry average (1.8x).
How is Asaleo Care forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: AHY's forecast earnings growth (11.4% per year) is above the savings rate (1.1%).
Earnings vs Market: AHY's earnings (11.4% per year) are forecast to grow faster than the Australian market (9.7% per year).
High Growth Earnings: AHY's earnings are forecast to grow, but not significantly.
Revenue vs Market: AHY's revenue (2% per year) is forecast to grow slower than the Australian market (4% per year).
High Growth Revenue: AHY's revenue (2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: AHY's Return on Equity is forecast to be low in 3 years time (18.5%).
How has Asaleo Care performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: AHY has high quality earnings.
Growing Profit Margin: AHY's current net profit margins (6.8%) are higher than last year (0.2%).
Past Earnings Growth Analysis
Earnings Trend: AHY's earnings have declined by -18.6% per year over the past 5 years.
Accelerating Growth: AHY's earnings growth over the past year (3410.6%) exceeds its 5-year average (-18.6% per year).
Earnings vs Industry: AHY earnings growth over the past year (3410.6%) exceeded the Personal Products industry -32%.
Return on Equity
High ROE: AHY's Return on Equity (15.6%) is considered low.
How is Asaleo Care's financial position?
Financial Position Analysis
Short Term Liabilities: AHY's short term assets (A$171.3M) exceed its short term liabilities (A$90.5M).
Long Term Liabilities: AHY's short term assets (A$171.3M) do not cover its long term liabilities (A$208.3M).
Debt to Equity History and Analysis
Debt Level: AHY's debt to equity ratio (94%) is considered high.
Reducing Debt: AHY's debt to equity ratio has increased from 69.5% to 94% over the past 5 years.
Debt Coverage: AHY's operating cash flow is negative, therefore debt is not well covered.
Interest Coverage: AHY's interest payments on its debt are well covered by EBIT (5x coverage).
Inventory Level: AHY has a high level of physical assets or inventory.
Debt Coverage by Assets: AHY's debt is not covered by short term assets (assets are 1x debt).
What is Asaleo Care's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: AHY's dividend (1.96%) isn’t notable compared to the bottom 25% of dividend payers in the Australian market (3.15%).
High Dividend: AHY's dividend (1.96%) is low compared to the top 25% of dividend payers in the Australian market (8%).
Stability and Growth of Payments
Stable Dividend: AHY has been paying a dividend for less than 10 years and during this time payments have been volatile.
Growing Dividend: AHY has only been paying a dividend for 5 years, and since then payments have fallen.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (38.2%), AHY's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: AHY's dividends in 3 years are forecast to be covered by earnings (67.2% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mr. Sid Takla has been Chief Executive Officer, Managing Director and Director at Asaleo Care Ltd since October 23, 2018. Mr. Takla was the Chief Operating Officer of Asaleo Care Limited since August 28, 2 ...
CEO Compensation Analysis
Compensation vs Market: Sid's total compensation ($USD519.37K) is below average for companies of similar size in the Australian market ($USD793.70K).
Compensation vs Earnings: Sid's compensation has increased by more than 20% in the past year.
|CEO, MD & Director||1.92yrs||AU$850.00k||0.11% A$639.1k|
|Chief Financial Officer||1yr||AU$366.89k||no data|
|General Counsel & Company Secretary||5.67yrs||no data||no data|
|Manager of Corporate Communications||no data||no data||no data|
|Executive General Manager of People & Corporate Services||8.08yrs||no data||no data|
Experienced Management: AHY's management team is considered experienced (3.8 years average tenure).
|CEO, MD & Director||1.92yrs||AU$850.00k||0.11% A$639.1k|
|Independent Non-Executive Chairman||no data||AU$300.00k||0.027% A$152.8k|
|Independent Non-Executive Director||5.92yrs||AU$130.00k||0.0086% A$48.5k|
|Independent Non-Executive Director||6.08yrs||AU$110.00k||no data|
|Independent Non-Executive Director||5.92yrs||AU$130.00k||0.0092% A$52.3k|
|Non-Executive Director||0.67yr||no data||no data|
Experienced Board: AHY's board of directors are considered experienced (5.9 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Asaleo Care Limited's company bio, employee growth, exchange listings and data sources
- Name: Asaleo Care Limited
- Ticker: AHY
- Exchange: ASX
- Founded: 1932
- Industry: Personal Products
- Sector: Household
- Market Cap: AU$567.563m
- Shares outstanding: 543.12m
- Website: https://www.asaleocare.com
Number of Employees
- Asaleo Care Limited
- 30-32 Westall Road
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|AHY||ASX (Australian Securities Exchange)||Yes||Ordinary Shares||AU||AUD||Jun 2014|
|AHY||CHIA (Chi-X Australia)||Yes||Ordinary Shares||AU||AUD||Jun 2014|
|AL4||DB (Deutsche Boerse AG)||Yes||Ordinary Shares||DE||EUR||Jun 2014|
|ASLE.F||OTCPK (Pink Sheets LLC)||Yes||Ordinary Shares||US||USD||Jun 2014|
Asaleo Care Limited, together with its subsidiaries, manufactures, markets, distributes, and sells hygiene, personal care, and consumer tissue products in Australia, New Zealand, Fiji, and the Pacific Islands. It operates through Retail and Business to Business segments. The company manufactures and markets consumer brands, including Sorbent toilet and facial tissue, Handee paper towel, Deeko disposable tableware, Purex toilet tissue, and Treasures nappies; personal hygiene products under the Libra feminine hygiene brand and the TENA incontinence brand. It also provides Tork hygiene solutions to the commercial, public, health care, food service, and industrial segments; and supplies dispensers, paper towels, toilet tissues, soaps, napkins, and industrial and kitchen wipers under the Tork brand. In addition, the company offers tampons, pads, and liners; distributes a range of consumer tissues; and produces toilet rolls, kitchen towels, serviettes, and facial tissues under the Orchid and Viti brands. It sells its products through retail stores, as well as through a distributor network to business end users, including schools, restaurants, shopping centers, airports, industrial companies, aged care facilities, and hospitals. The company was formerly known as PEPSCA Limited and changed its name to Asaleo Care Limited in May 2014. Asaleo Care Limited was founded in 1932 and is based in Springvale, Australia.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/04/02 10:51|
|End of Day Share Price||2020/04/02 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.