Loading…
← CockpitCompetitor Analysis › AAC.AX Australian Agricultural Company LimitedOpen in the cockpit ↗

Australian Agricultural Company LimitedAAC.AXCompetitor analysis, valuation and peers

Australia · AUD·Consumer Staples›Food: Meat/Fish/Dairy
Momentum neutral 56
Mkt cap
$553M
US dollars, full cap
Free float
23%
of shares outstanding
$/day
$34,609
20-day average traded
Fwd P/E
94.6×
forward earnings
ROIC−WACC
-12.0 pp
WACC 5.9%
Hurdle
n/a
no reverse DCF
Next earnings
12 days
18 Nov 2026
Close · AUDA$1.32
1D-1.1%
1W-0.4%
1M+1.1%
3M-2.6%
6M+1.9%
YTD-8.3%
1Y-6.4%
ATR %1.8%
52w lowhigh11.7% off high

What Australian Agricultural does

Employees: 510

Australian Agricultural at a glance

Size Australian Agricultural (AAC.AX) is an Australia Consumer Staples company (Food: Meat/Fish/Dairy) with a market value of $553M, the 248th largest of 316 Australia companies the cockpit tracks. Shares closed at A$1.32 on 6 Nov 2026.

Performance Over six months the shares gained 1.9%, against -3.2% for the median peer and +4.1% for the Australia market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue grew 8.8% over the last twelve months (peer median +7.1%); the operating margin is -47.0% (peer median 3.0%).

Valuation It trades at 94.6× forward earnings against a peer median of 26.8× (most expensive of 16).

Capital Return on invested capital runs 12.0 points below its cost of capital (5.9% WACC).

Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).

Relative performance

909510010511 May 202611 Aug 20266 Nov 2026AAC.AX 102Peer median 96
Six months, rebased to 100: Australian Agricultural against the median of its 20 peers (local-currency closes).

Australian Agricultural financials

Reported figures in AUD; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueA$422MA$422MA$388MA$336MA$313M
Revenue growth—+9%+15%+7%—
Gross profit-A$125M-A$125M-A$142M-A$125M-A$136M
EBITDA-A$167M-A$167M-A$173M-A$162M-A$169M
Net incomeA$107MA$107M-A$1.05M-A$94.6MA$4.61M
Free cash flow-A$15.2M-A$15.2MA$6.49M-A$22.5M-A$2.45M
Capital expenditureA$24.7MA$24.7MA$20.6MA$31.8MA$18.5M
Total debtn/aA$517MA$497MA$478MA$430M

Quarterly statements and history in the cockpit →

Australian Agricultural competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%-10%0%+10%002321HLF8043MASDODLAMAMA005180600419002570002702PARAGMILK0029822281HERITGFOOD300898SAVE600359HFG1301AAC.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Australian Agricultural is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×50×100×HLF8043MASDODLAMAMA005180600419002570PARAGMILK0029822281SAVEHFGAAC.AXRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Australian Agricultural is the large dot.

Australian Agricultural competitors and peer comparison

How Australian Agricultural compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Australian Agricultural against its 20 peers (data as of 6 Nov 2026)
MeasureAAC.AXPeer medianRank in peer set
1-month return+1.1%-1.4%8th highest of 21
6-month return+1.9%-3.2%9th highest of 21
Distance from 52-week high-11.7%-23.2%6th highest of 21
Revenue growth (TTM)+8.8%+7.1%10th highest of 21
Operating margin-47.0%3.0%lowest of 21
Forward P/E94.6×26.8×most expensive of 16
ROIC minus cost of capital-12.0 pp-1.1 pp2nd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Australian Agricultural AAC.AXAustralia$553M+2%+9%-47%94.6×n/an/a
Henan Huaying Agricultural Development 002321.SZChina$569M-16%+24%1%n/an/an/a
High Liner Foods HLF.TOCanada$536M+91%+14%5%8.7×3.5%+5.3%
Starzen 8043.TJapan$574M+36%+4%2%9.4×n/an/a
Masoval AS MAS.OLNorway$508M+16%-1%4%45.6×28.2%+22.3%
Dodla Dairy DODLA.NSIndia$625M-14%+17%4%28.6×33.7%+16.2%
Mama's Creations MAMAUnited States$632M+2%+54%5%46.4×17.6%+33.3%
Binggrae 005180.KSSouth Korea$472M+9%+4%9%6.3×n/an/a
Xinjiang Terun Dairy 600419.SSChina$465M+2%+5%5%26.8×-4.3%+9.4%
Beingmate 002570.SZChina$680M-16%-4%3%28.3×11.8%+0.8%
HaiXin Foods 002702.SZChina$444M-10%+11%-1%n/a22.8%-1.0%
Parag Milk Foods PARAGMILK.NSIndia$435M+42%+13%5%27.6×n/an/a
Hunan Xiangjia Animal Husbandry 002982.SZChina$425M-4%+8%2%69.8×n/an/a
Prima Meat Packers,Ltd 2281.TJapan$724M-9%+5%2%12.8×-1.2%+1.9%
Heritage Foods HERITGFOOD.NSIndia$366M+2%+14%3%27.1×n/an/a
Panda Dairy 300898.SZChina$356M-20%+15%10%18.8×17.4%+3.4%
Savencia SAVE.PAFrance$871M-11%-2%3%5.4×-3.8%+6.2%
Xinjiang Talimu Agriculture Development 600359.SSChina$348M-20%-20%-5%n/an/an/a
Hilton Food HFG.LUnited Kingdom$889M+39%+7%1%14.1×18.5%+8.7%
Hunan New Wellful 600975.SSChina$902M-14%-14%-33%n/an/an/a
Kyokuyo 1301.TJapan$331M-3%+11%3%n/an/an/a

Questions

Which companies are Australian Agricultural's closest peers?
The cockpit's peer set: Henan Huaying Agricultural Development (002321.SZ), High Liner Foods (HLF.TO), Starzen (8043.T), Masoval AS (MAS.OL), Dodla Dairy (DODLA.NS), Mama's Creations (MAMA), Binggrae (005180.KS), Xinjiang Terun Dairy (600419.SS).
Is Australian Agricultural expensive compared with its peers?
On forward p/e it trades at 94.6× against a peer median of 26.8×, most expensive of 16 in its peer set.
How has Australian Agricultural stock performed?
Over six months to 6 Nov 2026 the shares returned +1.9% against -3.2% for the median peer; over one year -6.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.