Foley Wines
Market Cap
NZ$115.7m
Last Updated
2021/04/13 07:01 UTC
Data Sources
Company Financials
Executive Summary
Foley Wines Limited, an integrated wine company, produces, markets, and sells wines in New Zealand. More Details
Rewards
Risk Analysis
Snowflake Analysis
Solid track record and fair value.
Share Price & News
How has Foley Wines's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: FWL is not significantly more volatile than the rest of NZ stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: FWL's weekly volatility (5%) has been stable over the past year.
Market Performance
7 Day Return
1.7%
FWL
0.1%
NZ Beverage
-0.2%
NZ Market
1 Year Return
11.3%
FWL
22.6%
NZ Beverage
25.8%
NZ Market
Return vs Industry: FWL underperformed the NZ Beverage industry which returned 22.6% over the past year.
Return vs Market: FWL underperformed the NZ Market which returned 25.8% over the past year.
Shareholder returns
| FWL | Industry | Market | |
|---|---|---|---|
| 7 Day | 1.7% | 0.1% | -0.2% |
| 30 Day | 1.7% | -3.0% | 0.3% |
| 90 Day | -8.7% | 7.3% | -5.7% |
| 1 Year | 13.4%11.3% | 24.6%22.6% | 29.5%25.8% |
| 3 Year | 33.5%25.4% | 1.2%-6.7% | 46.5%28.9% |
| 5 Year | 42.1%27.1% | 57.4%35.2% | 80.9%38.6% |
Long-Term Price Volatility Vs. Market
How volatile is Foley Wines's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
With EPS Growth And More, Foley Wines (NZSE:FWL) Is Interesting3 weeks ago | Simply Wall St
Can You Imagine How Foley Wines' (NZSE:FWL) Shareholders Feel About The 32% Share Price Increase?1 month ago | Simply Wall St
Is Foley Wines (NZSE:FWL) A Risky Investment?Valuation
Is Foley Wines undervalued compared to its fair value and its price relative to the market?
17.3x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: FWL (NZ$1.78) is trading above our estimate of fair value (NZ$1.31)
Significantly Below Fair Value: FWL is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: FWL is good value based on its PE Ratio (17.3x) compared to the XO Beverage industry average (48.2x).
PE vs Market: FWL is good value based on its PE Ratio (17.3x) compared to the NZ market (22.3x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate FWL's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: FWL is good value based on its PB Ratio (0.9x) compared to the XO Beverage industry average (2.2x).
Future Growth
How is Foley Wines forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
20.5%
Forecasted Food, Beverage & Tobacco industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Foley Wines has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
Past Performance
How has Foley Wines performed over the past 5 years?
15.0%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: FWL has high quality earnings.
Growing Profit Margin: FWL's current net profit margins (13.4%) are higher than last year (9.2%).
Past Earnings Growth Analysis
Earnings Trend: FWL's earnings have grown by 15% per year over the past 5 years.
Accelerating Growth: FWL's earnings growth over the past year (47.6%) exceeds its 5-year average (15% per year).
Earnings vs Industry: FWL earnings growth over the past year (47.6%) exceeded the Beverage industry 45.2%.
Return on Equity
High ROE: FWL's Return on Equity (5.4%) is considered low.
Financial Health
How is Foley Wines's financial position?
Financial Position Analysis
Short Term Liabilities: FWL's short term assets (NZ$57.7M) exceed its short term liabilities (NZ$18.1M).
Long Term Liabilities: FWL's short term assets (NZ$57.7M) do not cover its long term liabilities (NZ$62.4M).
Debt to Equity History and Analysis
Debt Level: FWL's debt to equity ratio (38.5%) is considered satisfactory.
Reducing Debt: FWL's debt to equity ratio has increased from 27.6% to 38.5% over the past 5 years.
Debt Coverage: FWL's debt is not well covered by operating cash flow (17.4%).
Interest Coverage: FWL's interest payments on its debt are well covered by EBIT (6x coverage).
Balance Sheet
Dividend
What is Foley Wines's current dividend yield, its reliability and sustainability?
1.69%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: FWL's dividend (1.69%) isn’t notable compared to the bottom 25% of dividend payers in the NZ market (2.4%).
High Dividend: FWL's dividend (1.69%) is low compared to the top 25% of dividend payers in the NZ market (4.65%).
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, FWL has been paying a dividend for less than 10 years.
Growing Dividend: FWL's dividend payments have increased, but the company has only paid a dividend for 6 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (29.2%), FWL's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
8.5yrs
Average board tenure
CEO
Mark Turnbull
8.58yrs
Tenure
Mr. Antony Mark Turnbull, also known as Mark, has been the Chief Executive Officer and Executive Director of Foley Wines Limited (formerly known as Foley Family Wines Limited) since September 2012. Mr. Tur...
Board Members
Experienced Board: FWL's board of directors are considered experienced (8.5 years average tenure).
Ownership
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.
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Foley Wines Limited's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Foley Wines Limited
- Ticker: FWL
- Exchange: NZSE
- Founded: 1986
- Industry: Distillers and Vintners
- Sector: Food, Beverage & Tobacco
- Market Cap: NZ$115.696m
- Shares outstanding: 65.74m
- Website: https://www.foleywines.co.nz
Location
- Foley Wines Limited
- 13 Waihopai Valley Road
- Road 6
- Blenheim
- 7276
- New Zealand
Listings
Biography
Foley Wines Limited, an integrated wine company, produces, markets, and sells wines in New Zealand. It offers wines under the Martinborough Vineyard, Te Kairanga, Lighthouse Gin, Grove Mill, Vavasour, and ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/04/13 07:01 |
| End of Day Share Price | 2021/04/13 00:00 |
| Earnings | 2020/12/31 |
| Annual Earnings | 2020/06/30 |
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.