GUZMAN Y GOMEZ LIMITED (GYG)
Share Price Analysis and Chart

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GYG

GYG - GUZMAN Y GOMEZ LIMITED

FNArena Sector : Food, Beverages & Tobacco
Year End: June
GICS Industry Group : Consumer Services
Debt/EBITDA: 4.03
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$18.08

21 May
2026

2.080

OPEN

$17.02

13.00%

HIGH

$18.13

480,355

LOW

$16.80

TARGET
$24.593 36.0% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMC . AVG . CKF . COL . DMP . EDV . ING . LRK . MBH . MTS . RFG . SGLLV . SPG . TWE . WOA . WOW . YOW .
FNARENA'S MARKET CONSENSUS FORECASTS
GYG: 1
Title FY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps) xxx 14.3 20.2 xxx
DPS (cps) xxx 12.6 12.6 xxx
EPS Growth xxx N/A 41.4% xxx
DPS Growth xxx N/A - 0.1% xxx
PE Ratio xxx N/A 98.2 xxx
Dividend Yield xxx N/A 0.6% xxx
Div Pay Ratio(%) xxx 88.4% 62.4% xxx

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

0.64

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 15/09 - ex-div 12.60c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 2022202320242025
EPS Basic xxxxxxxxx14.3
DPS All xxxxxxxxx12.6
Sales/Revenue xxxxxxxxx436.0 M
Book Value Per Share xxxxxxxxx373.9
Net Operating Cash Flow xxxxxxxxx65.7 M
Net Profit Margin xxxxxxxxx3.32 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 2022202320242025
Return on Capital Employed xxxxxxxxx3.94 %
Return on Invested Capital xxxxxxxxx2.30 %
Return on Assets xxxxxxxxx1.89 %
Return on Equity xxxxxxxxx3.94 %
Return on Total Capital xxxxxxxxx6.51 %
Free Cash Flow ex dividends xxxxxxxxx4.4 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 2022202320242025
Short-Term Debt xxxxxxxxx24 M
Long Term Debt xxxxxxxxx308 M
Total Debt xxxxxxxxx331 M
Goodwill - Gross xxxxxxxxx10 M
Cash & Equivalents - Generic xxxxxxxxx282 M
Price To Book Value xxxxxxxxx7.57

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 2022202320242025
Capex xxxxxxxxx61.4 M
Capex % of Sales xxxxxxxxx14.07 %
Cost of Goods Sold xxxxxxxxx338 M
Selling, General & Admin. Exp & Other xxxxxxxxx55 M
Research & Development xxxxxxxxx-
Investments - Total xxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.6

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

3

xxxxxxxxxx xx xxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

09/04/2026

1

Buy

$26.70

47.68%

Morgans joins other brokers in acknowledging the robust 3Q26 trading update from Guzman y Gomez, with an acceleration in Australian comp sales growth for the period, which reinforces the view management is executing well against a challenging macro backdrop.

Australian comp sales rose 6.6% y/y from 4.8% y/y in 2Q26 and beat the analyst's 2H26 forecast of 4.6% growth and consensus at 5.1%. The result is notable for the strength given last year's comp of 11.1% growth for 3Q25.

Notably, the 2-year stack is accelerating to 17.7% growth from 15%, which offers confidence the business momentum is improving.

Earnings forecasts are upgraded slightly, with Morgans retaining an earnings (EBITDA) margin of 6.2% at the upper end of management's guidance range for FY26, which was reiterated.

Buy rating maintained. Target price lifts to $26.70 from $24.

FORECAST
Morgans forecasts a full year FY26 dividend of 19.00 cents and EPS of 20.00 cents.
Morgans forecasts a full year FY27 dividend of 34.00 cents and EPS of 36.00 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

09/04/2026

3

Neutral

$17.30

-4.31%

Jarden maintains a Neutral rating on Guzman y Gomez with a $17.30 price target following a strong 3Q FY26 trading update.

The report highlights Australian like-for-like sales rose 6.6%, accelerating to approximately 9% in the final weeks of the quarter, driven by volume growth from the UberEats partnership and value promotions.

While Australian EBITDA margins remain within guidance, the broker retains a Neutral stance due to expected macro and cost headwinds, including rising competition and consumer pressure.

The target price was increased from $17.10 to reflect the stronger top-line performance, although store roll-out targets and offshore challenges in the US remain points of caution.

FORECAST
Jarden forecasts a full year FY26 dividend of 5.00 cents and EPS of 17.70 cents.
Jarden forecasts a full year FY27 dividend of 24.00 cents and EPS of 36.20 cents.

GYG STOCK CHART