Ratings Fonterra Shareholders Fund

Equities

FSF

NZFSFE0001S5

End-of-day quote New Zealand S.E. Other stock markets 06:00:00 2024-04-18 pm EDT			5-day change	1st Jan Change
3.63 ^NZD	+1.11%		-0.55%	+4.01%

07:40am	New Zealand Shares Slide as Market Shifts Away from Expectations of Imminent Rate Cuts	MT
12:38am	Fonterra Apponts Permanent COO	MT

Strengths

Its low valuation, with P/E ratio at 5.94 and 8.13 for the ongoing fiscal year and 2025 respectively, makes the stock pretty attractive with regard to earnings multiples.
The company shows low valuation levels, with an enterprise value at 0.15 times its sales.
The company's share price in relation to its net book value makes it look relatively cheap.
This company will be of major interest to investors in search of a high dividend stock.
Over the last twelve months, the sales forecast has been frequently revised upwards.
Growth remains a strong point in this company. In their sales forecast, analysts sound optimistic with regard to sales prospects.
For the last twelve months, analysts have been gradually revising upwards their EPS forecast for the upcoming fiscal year.
The average price target of analysts who are interested in the stock has been strongly revised upwards over the last four months.
Analysts' price targets are all relatively close, reflecting good visibility on the company's valuation.
The group usually releases upbeat results with huge surprise rates.

Weaknesses

As estimated by analysts, this group is among those businesses with the lowest growth prospects.
The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
As a percentage of sales and without taking into account depreciation and amortization, the company has relatively low margins.
The company sustains low margins.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Investment Management & Fund Operators

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
FONTERRA SHAREHOLDERS FUND	+4.01%	228M		C+
BLACKROCK, INC.	-7.62%	111B		A-
UBS GROUP AG	-1.53%	90.88B		C+
APOLLO GLOBAL MANAGEMENT, INC.	+15.14%	60.96B		C
BROOKFIELD CORPORATION	+0.88%	58.51B	-	B+
AMERIPRISE FINANCIAL, INC.	+9.79%	41.34B		A-
BANK OF NEW YORK MELLON CORPORATION (THE)	+8.15%	41.32B		C+
3I GROUP PLC	+17.10%	34.21B		A-
T. ROWE PRICE GROUP INC.	+0.97%	24.31B		B
STATE STREET CORPORATION	-5.28%	22.02B		A-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes