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Employees: 22,027
Size Collins Foods (CKF.AX) is an Australia Consumer Discretionary company (Restaurants) with a market value of $762M, the 217th largest of 316 Australia companies the cockpit tracks. Shares closed at A$9.28 on 6 Nov 2026.
Performance Over six months the shares gained 15.1%, against +6.5% for the median peer and +4.1% for the Australia market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 4.8% over the last twelve months (peer median +7.6%); the operating margin is 8.4% (peer median 5.3%).
Valuation It trades at 16.3× forward earnings against a peer median of 19.5× (7th cheapest of 17).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.5 points above its cost of capital (6.5% WACC).
Next results Next results expected around 8 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | A$1.59B | A$1.59B | A$1.47B | A$1.49B | A$1.35B |
| Revenue growth | — | +9% | -2% | +10% | — |
| Gross profit | A$816M | A$816M | A$750M | A$751M | A$676M |
| EBITDA | A$248M | A$249M | A$238M | A$242M | A$216M |
| Net income | A$44.2M | A$44.2M | A$8.83M | A$56.5M | A$12.7M |
| Free cash flow | A$96.6M | A$96.6M | A$116M | A$97.8M | A$80.5M |
| Capital expenditure | A$54.4M | A$54.4M | A$67.9M | A$82.7M | A$75.6M |
| Total debt | n/a | A$843M | A$891M | A$835M | A$843M |
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.
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.
| Measure | CKF.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +12.8% | +9.0% | 8th highest of 21 |
| 6-month return | +15.1% | +6.5% | 7th highest of 21 |
| Distance from 52-week high | -27.1% | -16.1% | 7th lowest of 21 |
| Revenue growth (TTM) | +4.8% | +7.6% | 7th lowest of 21 |
| Operating margin | 8.4% | 5.3% | 8th highest of 21 |
| Forward P/E | 16.3× | 19.5× | 7th cheapest of 17 |
| Growth the price implies (Req g, 7 yrs) | 1.4% | 3.1% | 7th least demanding of 17 |
| Growth delivered (Del g) | +8.4% | +14.6% | 6th lowest of 17 |
| Hurdle (Req g minus delivered) | -7.0 pp | -12.0 pp | 8th most demanding of 17 |
| ROIC minus cost of capital | +1.5 pp | +0.8 pp | 8th highest of 20 |
| EV / EBITDA | 7.5× | 11.5× | 4th cheapest of 20 |
| Net debt / EBITDA | 3.0× | 2.0× | 6th most indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Collins Foods CKF.AX | Australia | $762M | +15% | +5% | 8% | 16.3× | 1.4% | +8.4% |
| Hiday Hidaka 7611.T | Japan | $760M | +11% | +10% | 11% | 23.5× | -3.3% | +16.1% |
| Auntea Jenny (Shanghai) Industrial 2589.HK | Hong Kong | $784M | -61% | +36% | 15% | 8.5× | -7.1% | +23.7% |
| Matsuya Foods 9887.T | Japan | $733M | +7% | +18% | 4% | n/a | n/a | n/a |
| First Watch Restaurant FWRG | United States | $794M | +6% | +16% | 3% | 53.3× | n/a | n/a |
| Sapphire Foods India SAPPHIRE.NS | India | $715M | +12% | +13% | 4% | 409.8× | 46.7% | +25.1% |
| Maruchiyo Yamaokaya 3399.T | Japan | $710M | +82% | +19% | 11% | 28.4× | 3.5% | +24.7% |
| Cannae CNNE | United States | $700M | +25% | -7% | -17% | n/a | n/a | n/a |
| Bloomin' Brands BLMN | United States | $835M | +23% | -2% | 3% | 10.5× | 10.6% | +4.5% |
| Mos Food Services 8153.T | Japan | $845M | +10% | +6% | 5% | 30.3× | 2.2% | +7.4% |
| Kura Sushi 2695.T | Japan | $848M | -2% | +4% | 1% | 48.1× | 21.5% | +12.5% |
| KOMEDA 3543.T | Japan | $859M | -4% | +13% | 17% | 19.2× | -0.7% | +14.7% |
| Restaurant Brands Asia RBA.NS | India | $668M | +31% | +16% | 0% | n/a | n/a | n/a |
| Royal 8179.T | Japan | $887M | +5% | +7% | 5% | 24.6× | 5.7% | +14.4% |
| Papa John's International PZZA | United States | $650M | -37% | -6% | 5% | 19.7× | 4.8% | +2.5% |
| A&W Food Services of Canada AW.TO | Canada | $625M | 0% | +3% | 30% | 14.0× | 2.6% | -0.6% |
| Super Hi International 9658.HK | Hong Kong | $619M | -23% | +11% | 6% | 18.1× | -1.7% | +30.7% |
| MTY Food MTY.TO | Canada | $600M | -6% | -4% | 16% | 8.2× | -3.8% | +18.4% |
| Fuller, Smith & Turner P.L.C FSTA.L | United Kingdom | $576M | +29% | +6% | 12% | 15.9× | 8.0% | +40.3% |
| Biglari BH | United States | $1.01B | +5% | +8% | 5% | n/a | 22.1% | -1.8% |
| Doutor Nichires 3087.T | Japan | $1.03B | +33% | +8% | 7% | 16.3× | -4.7% | +10.6% |