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

Enter the company code or Name for stock analysis:

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

$20.69

25 Jun
2026

1.690

OPEN

$18.99

8.89%

HIGH

$20.95

493,155

LOW

$18.88

TARGET
$25.536 23.4% 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 FY25
Actual
FY26
Actual
FY27
Forecast
FY28
Forecast
EPS (cps) xxx - 26.6 54.7 xxx
DPS (cps) xxx 48.0 45.7 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx 100.0% - 4.8% xxx
PE Ratio xxx N/A 45.5 xxx
Dividend Yield xxx N/A 1.8% xxx
Div Pay Ratio(%) xxx N/A 83.6% xxx

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

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

1.93

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 26.20c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 20222023202420252026
EPS Basic xxxxxxxxxxxx-26.6
DPS All xxxxxxxxxxxx48.0
Sales/Revenue xxxxxxxxxxxx520.4 M
Book Value Per Share xxxxxxxxxxxx251.6
Net Operating Cash Flow xxxxxxxxxxxx86.9 M
Net Profit Margin xxxxxxxxxxxx7.80 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 20222023202420252026
Return on Capital Employed xxxxxxxxxxxx13.00 %
Return on Invested Capital xxxxxxxxxxxx6.02 %
Return on Assets xxxxxxxxxxxx4.61 %
Return on Equity xxxxxxxxxxxx13.00 %
Return on Total Capital xxxxxxxxxxxx12.35 %
Free Cash Flow ex dividends xxxxxxxxxxxx10.2 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 20222023202420252026
Short-Term Debt xxxxxxxxxxxx26 M
Long Term Debt xxxxxxxxxxxx416 M
Total Debt xxxxxxxxxxxx442 M
Goodwill - Gross xxxxxxxxxxxx12 M
Cash & Equivalents - Generic xxxxxxxxxxxx171 M
Price To Book Value xxxxxxxxxxxx8.36

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 20222023202420252026
Capex xxxxxxxxxxxx57.0 M
Capex % of Sales xxxxxxxxxxxx10.96 %
Cost of Goods Sold xxxxxxxxxxxx376 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxx58 M
Research & Development xxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxx0 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

0.7

No. Of Recommendations

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

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

25/05/2026

1

Buy

$31.00

49.83%

Ord Minnett views Guzman y Gomez's decision to exit the US market as the correct strategic move, citing intense competition, lack of scale and weak customer recognition in Chicago.

Closure costs will be around -$21m, materially below the analyst's prior -$50m forecast.

While no additional guidance was provided for Australia, divisional earnings guidance implies to the broker second-half FY26 earnings growth of 28%. This is considered a strong outcome given consumer pressures from inflation and interest rates.

Ord Minnett EPS forecasts are raised by 3%, 51% and 29% for FY26-FY28, respectively, reflecting the removal of US losses.

Buy rating but the broker lowers its target to $31.00 from $32.00 following removal of the US business valuation from its financial model.

Bell Potter

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

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

26/05/2026

3

Neutral

$17.60

-14.93%

Jarden retains a Neutral rating for Guzman y Gomez with its target price increased to $17.60 from $17.30 following a corporate trading update.

The strategic decision to exit the United States market is seen as signaling capital discipline and a renewed focus on maximising shareholder returns.

The exit involves one-off costs between -US$30m and -US$40m, although the actual cash impact is expected to remain below -US$15m.

Strong Australian operating earnings guidance of approximately $85m drives modest upgrades to core domestic estimates, despite indications of a near-term slowing in fourth-quarter comparable sales.

Surging digital transaction volumes and targeted promotional programs continue to offset a potential moderation in drive-thru demand stemming from elevated cost-of-living pressures, the broker notes.

FORECAST
Jarden forecasts a full year FY26 dividend of 5.40 cents and EPS of 17.70 cents.
Jarden forecasts a full year FY27 dividend of 30.70 cents and EPS of 45.90 cents.

GYG STOCK CHART