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Size Elders (ELD.AX) is an Australia Consumer Staples company (Agricultural Commodities/Milling) with a market value of $955M, the 181st largest of 316 Australia companies the cockpit tracks. Shares closed at A$6.40 on 6 Nov 2026.
Performance Over six months the shares fell 11.7%, against -14.2% for the median peer and +4.1% for the Australia market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 11.1% over the last twelve months (peer median +2.2%); the operating margin is 4.0% (peer median 3.5%).
Valuation It trades at 12.3× forward earnings against a peer median of 13.8× (5th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.2 points below its cost of capital (6.8% WACC).
Next results Next results expected around 16 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | A$3.56B | A$3.20B | A$3.13B | A$3.32B | A$3.45B |
| Revenue growth | — | +2% | -6% | -4% | — |
| Gross profit | A$744M | A$670M | A$623M | A$605M | A$640M |
| EBITDA | A$232M | A$213M | A$187M | A$214M | A$267M |
| Net income | A$56.1M | A$50.3M | A$45.1M | A$101M | A$163M |
| Free cash flow | A$137M | A$102M | A$54.7M | A$139M | A$97.3M |
| Capital expenditure | A$33.2M | A$33.2M | A$47.4M | A$47.8M | A$25.2M |
| Total debt | n/a | A$594M | A$731M | A$485M | A$303M |
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 | ELD.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.9% | -2.0% | 6th highest of 21 |
| 6-month return | -11.7% | -14.2% | 8th highest of 21 |
| Distance from 52-week high | -17.6% | -28.6% | 5th highest of 21 |
| Revenue growth (TTM) | +11.1% | +2.2% | 8th highest of 21 |
| Operating margin | 4.0% | 3.5% | 9th highest of 21 |
| Forward P/E | 12.3× | 13.8× | 5th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | 5.6% | 0.1% | 4th most demanding of 11 |
| Growth delivered (Del g) | +8.9% | +6.8% | 4th highest of 11 |
| Hurdle (Req g minus delivered) | -3.2 pp | -5.5 pp | 4th most demanding of 11 |
| ROIC minus cost of capital | -2.2 pp | -2.6 pp | 11th highest of 21 |
| EV / EBITDA | 9.8× | 7.0× | 3rd most expensive of 7 |
| Net debt / EBITDA | 3.9× | -0.6× | 3rd most indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Elders ELD.AX | Australia | $955M | -12% | +11% | 4% | 12.3× | 5.6% | +8.9% |
| Gansu Yasheng Industrial (Group) 600108.SS | China | $961M | -24% | -1% | 2% | n/a | n/a | n/a |
| Hainan Shennong Seed Industry Technology 300189.SZ | China | $946M | -11% | +17% | 4% | n/a | n/a | n/a |
| Charoen Pokphand Enterprise (Taiwan) 1215.TW | Taiwan | $927M | -26% | +4% | 10% | 13.4× | -1.2% | +5.1% |
| KRBL KRBL.NS | India | $990M | +8% | 0% | 16% | 12.1× | 4.2% | +8.8% |
| Juewei Food 603517.SS | China | $1.01B | -13% | -8% | 3% | 31.3× | n/a | n/a |
| Cobram Estate Olives CBO.AX | Australia | $896M | -29% | +11% | -5% | 23.9× | n/a | n/a |
| Mission Produce AVO | United States | $1.02B | -11% | -6% | 4% | 16.4× | n/a | n/a |
| Avanti Feeds AVANTIFEED.NS | India | $1.02B | -51% | +11% | 9% | 22.3× | 17.1% | +8.0% |
| Luoniushan 000735.SZ | China | $876M | -23% | +48% | -2% | n/a | n/a | n/a |
| Xinjiang Guannong 600251.SS | China | $1.09B | -27% | -32% | -4% | 9.4× | n/a | n/a |
| Shandong Xiantan 002746.SZ | China | $838M | +1% | +12% | 5% | 14.1× | n/a | n/a |
| Fujian Aonong Biological Technology Group Incorporation 603363.SS | China | $1.09B | -21% | +12% | -8% | n/a | n/a | n/a |
| Showa Sangyo 2004.T | Japan | $820M | +30% | +3% | 3% | 12.9× | 1.3% | +5.6% |
| Dekon Food And Agriculture 2419.HK | Hong Kong | $1.16B | -16% | -10% | -6% | n/a | -5.0% | +22.4% |
| Tangrenshen 002567.SZ | China | $783M | -12% | -14% | -9% | n/a | 34.7% | +5.5% |
| TTET Union 1232.TW | Taiwan | $777M | +8% | +13% | 9% | n/a | -6.7% | +4.3% |
| Shandong Denghai Seeds 002041.SZ | China | $1.19B | -12% | -1% | 3% | 58.9× | 23.5% | +4.2% |
| Leshan Giantstar Farming & Husbandry 603477.SS | China | $1.19B | -19% | -2% | -15% | n/a | n/a | n/a |
| M.P. Evans MPE.L | United Kingdom | $1.20B | -5% | +1% | 39% | 9.7× | -9.7% | +15.6% |
| AEP Plantations AEP.L | United Kingdom | $757M | -26% | +7% | 21% | 6.7× | -13.7% | +11.4% |