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Australia's largest alcohol retailer, operating Dan Murphy's and BWS liquor chains plus hotels and pubs, spun off from Woolworths.
Australia's largest alcohol retailer, operating Dan Murphy's and BWS liquor chains plus hotels and pubs, spun off from Woolworths.
Earns the markup on alcohol sold through its liquor stores, plus takings from its pubs and hotels, including food, drink and gaming machines. A national chain with online and click-and-collect orders, it was demerged from Woolworths in 2021.
In one line: A Total Wine & More combined with a pub operator.
Moat: narrow (scale, brand, distribution). Largest liquor retail network and hotel/gaming licences are difficult for new entrants to replicate.
Headquarters: Melbourne, Australia · Founded: 2021 · Employees: 30,000
Size Endeavour (EDV.AX) is an Australia Consumer Discretionary company (Specialty Stores) with a market value of $4.48B, the 73rd largest of 316 Australia companies the cockpit tracks. Shares closed at A$3.60 on 6 Nov 2026.
Performance Over six months the shares gained 10.4%, against +2.3% for the median peer and +4.1% for the Australia market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 1.3% over the last twelve months (peer median +2.6%); the operating margin is 3.5% (peer median 4.8%).
Valuation It trades at 21.4× forward earnings against a peer median of 12.7× (6th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +14 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.3 points below its cost of capital (6.6% WACC).
Next results Next results expected around 22 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$12.2B | A$12.2B | A$12.1B | A$12.3B | A$11.9B |
| Revenue growth | — | +1% | -2% | +4% | — |
| Gross profit | A$4.20B | A$4.20B | A$4.23B | A$4.25B | A$4.02B |
| EBITDA | A$1.07B | A$1.07B | A$1.50B | A$1.62B | A$1.55B |
| Net income | A$52.0M | A$52.0M | A$426M | A$512M | A$529M |
| Free cash flow | A$399M | A$399M | A$818M | A$793M | A$361M |
| Capital expenditure | A$494M | A$494M | A$334M | A$419M | A$408M |
| Total debt | n/a | A$5.93B | A$5.82B | A$6.07B | A$6.10B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Endeavour EDV.AX | $4.48B | +10% | +1% | 4% | 21.4× | 14.9% |
| Coles COL.AX | $21.0B | +7% | +3% | 4% | 24.4× | 5.5% |
| Woolworths WOW.AX | $35.8B | +29% | +4% | 4% | 28.8× | 8.8% |
| Metcash MTS.AX | $2.55B | +12% | 0% | 3% | 14.1× | 0.9% |
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 | EDV.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +19.2% | +7.1% | 5th highest of 21 |
| 6-month return | +10.4% | +2.3% | 7th highest of 21 |
| Distance from 52-week high | -12.6% | -19.9% | 7th highest of 21 |
| Revenue growth (TTM) | +1.3% | +2.6% | 10th lowest of 21 |
| Operating margin | 3.5% | 4.8% | 5th lowest of 21 |
| Forward P/E | 21.4× | 12.7× | 6th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 14.9% | 4.6% | 3rd most demanding of 16 |
| Growth delivered (Del g) | +1.0% | +8.3% | 3rd lowest of 16 |
| Hurdle (Req g minus delivered) | +13.8 pp | -2.4 pp | 2nd most demanding of 16 |
| ROIC minus cost of capital | -3.3 pp | +0.7 pp | 5th lowest of 21 |
| EV / EBITDA | 11.3× | 9.3× | 7th most expensive of 18 |
| Net debt / EBITDA | 5.2× | 2.8× | 5th most indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Endeavour EDV.AX | Australia | $4.48B | +10% | +1% | 4% | 21.4× | 14.9% | +1.0% |
| Signet Jewelers SIG | United States | $4.37B | +34% | +1% | 7% | 9.4× | -1.3% | +5.4% |
| Bath & Body Works BBWI | United States | $4.31B | +8% | -2% | 15% | 8.3× | -8.8% | +2.5% |
| Academy Sports and Outdoors ASO | United States | $4.14B | +24% | +4% | 10% | 9.9× | -1.2% | +1.2% |
| PriceSmart PSMT | United States | $5.02B | +3% | +12% | 5% | 27.2× | 10.5% | +10.2% |
| Asbury Automotive ABG | United States | $3.64B | +1% | -1% | 5% | 7.6× | -2.4% | +20.3% |
| Rush Enterprises RUSHA | United States | $5.54B | +6% | -3% | 5% | 15.4× | 7.9% | +9.4% |
| Frasers FRAS.L | United Kingdom | $5.64B | +44% | +8% | 7% | 9.1× | n/a | n/a |
| AutoNation AN | United States | $5.88B | -11% | -2% | 5% | 8.3× | n/a | n/a |
| MINISO 9896.HK | Hong Kong | $3.34B | -25% | +31% | 13% | 9.9× | 1.5% | +18.5% |
| Ultrapar Participacoes S.A. Sponsored ADR UGP | United States | $6.12B | -11% | +20% | 5% | 7.0× | -12.6% | +12.2% |
| Eagers Automotive APE.AX | Australia | $3.18B | -31% | +19% | 4% | 16.5× | 5.9% | +8.3% |
| Warby Parker WRBY | United States | $3.15B | -14% | +11% | 0% | 57.8× | n/a | n/a |
| Group 1 Automotive GPI | United States | $3.12B | -27% | -3% | 5% | 7.1× | -6.1% | +16.3% |
| TRIAL Holdings.Inc 141A.T | Japan | $3.12B | +2% | +69% | 2% | 43.1× | 11.0% | +53.9% |
| Kalyan Jewellers India KALYANKJIL.NS | India | $6.47B | +44% | +46% | 6% | 37.6× | n/a | n/a |
| Lithia Motors LAD | United States | $6.68B | +5% | +1% | 4% | 8.0× | n/a | n/a |
| Pepco Group BV PCO.WA | Poland | $7.18B | +58% | -42% | 15% | 16.8× | 4.6% | +4.5% |
| Advance Auto Parts AAP | United States | $2.75B | -19% | -1% | 4% | 19.2× | 5.6% | -3.2% |
| CarMax KMX | United States | $7.31B | +28% | +4% | 2% | 15.5× | 17.6% | +6.7% |
| Shanghai Yuyuan Tourist Mart 600655.SS | China | $2.70B | -6% | -21% | -3% | 77.3× | 15.9% | -4.4% |