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← CockpitCompetitor Analysis › GWA.AX GWA Group LimitedOpen in the cockpit ↗

GWA Group LimitedGWA.AXCompetitor analysis, valuation and peers

Australia · AUD·Consumer Discretionary›Home Furnishings
Momentum neutral 48
Mkt cap
$374M
US dollars, full cap
Free float
76%
of shares outstanding
$/day
$546,455
20-day average traded
Fwd P/E
11.2×
forward earnings
ROIC−WACC
+3.3 pp
WACC 9.0%
Hurdle
+0 pp
Req g minus delivered
Next earnings
101 days
15 Feb 2027
Close · AUDA$2.12
1D+1.9%
1W+3.4%
1M+6.5%
3M-12.0%
6M+2.4%
YTD-16.5%
1Y-12.8%
ATR %2.4%
52w lowhigh22.6% off high

What GWA does

No business profile yet.

GWA at a glance

Size GWA (GWA.AX) is an Australia Consumer Discretionary company (Home Furnishings) with a market value of $374M, the 297th largest of 316 Australia companies the cockpit tracks. Shares closed at A$2.12 on 6 Nov 2026.

Performance Over six months the shares gained 2.4%, against -22.2% for the median peer and +4.1% for the Australia market (cap-weighted) — 5th highest of 20 in its peer set.

Growth Revenue grew 0.9% over the last twelve months (peer median +0.1%); the operating margin is 18.4% (peer median 4.9%).

Valuation It trades at 11.2× forward earnings against a peer median of 24.8× (3rd cheapest of 13).

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 +1%, so the hurdle is +0 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 above its cost of capital (9.0% WACC).

Next results Next results expected around 15 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026GWA.AX 103Peer median 78
Six months, rebased to 100: GWA against the median of its 20 peers (local-currency closes).

GWA financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$422MA$422MA$418MA$413MA$412M
Revenue growth—+1%+1%0%—
Gross profitA$172MA$172MA$170MA$162MA$158M
EBITDAA$93.4MA$93.4MA$91.5MA$88.6MA$88.0M
Net incomeA$48.0MA$48.0MA$43.4MA$38.6MA$43.2M
Free cash flowA$38.2MA$38.2MA$67.9MA$71.8MA$70.9M
Capital expenditureA$4.35MA$4.35MA$2.84MA$2.98MA$2.22M
Total debtn/aA$202MA$170MA$183MA$213M

Quarterly statements and history in the cockpit →

GWA 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

-50%0%+50%-20%0%603801002790601112603818KOA6033070023977989DFSNILKAMAL002798603326SVED-B11083149GWA.AX6-month return →1-month return →
Up and to the right = strong over both horizons. GWA is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%+60%0×100×200×002790601112603818KOA603307300616DFS603326SVED-B3149GWA.AXRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. GWA is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%603818KOA6033077989301552DFSNILKAMAL002798603326SVED-BGWA.AXGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. GWA is the large dot.

GWA competitors and peer comparison

How GWA 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.

GWA against its 20 peers (data as of 6 Nov 2026)
MeasureGWA.AXPeer medianRank in peer set
1-month return+6.5%-9.1%3rd highest of 21
6-month return+2.4%-22.2%5th highest of 20
Distance from 52-week high-22.6%-39.1%4th highest of 21
Revenue growth (TTM)+0.9%+0.1%11th highest of 21
Operating margin18.4%4.9%2nd highest of 21
Forward P/E11.2×24.8×3rd cheapest of 13
Growth the price implies (Req g, 7 yrs)1.3%7.0%4th least demanding of 11
Growth delivered (Del g)+0.8%+4.3%5th lowest of 11
Hurdle (Req g minus delivered)+0.4 pp-2.9 pp5th most demanding of 11
ROIC minus cost of capital+3.3 pp-3.6 pp4th highest of 20
EV / EBITDA7.4×8.1×4th cheapest of 8
Net debt / EBITDA1.7×0.9×5th most indebted of 10

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
GWA GWA.AXAustralia$374M+2%+1%18%11.2×1.3%+0.8%
Zbom Home Collection 603801.SSChina$363M-35%-20%-4%n/an/an/a
Xiamen R & T Plumbing Technology 002790.SZChina$359M-23%-23%-4%156.0×n/an/a
Zhejiang Zhenshi New Materials 601112.SSChina$393M-27%+62%11%29.0×n/an/a
QuMei Home Furnishings 603818.SSChina$354M-7%-6%-2%34.4×11.3%-4.4%
XMAX XMAXUnited States$346Mn/a+64%-21%n/an/an/a
Koala KOA.AXAustralia$343M+78%+20%5%20.7×10.9%+22.0%
Yangzhou Jinquan Travelling Goods 603307.SSChina$342M-20%+4%13%28.7×-2.5%+7.3%
Hunan Mendale Hometextile 002397.SZChina$340M-36%+6%5%n/an/an/a
Tachikawa 7989.TJapan$335M-1%+4%11%n/a-2.1%+1.3%
Hebei Keli Automobile Equipment 301552.SZChina$418M-29%-5%21%n/a9.0%+31.2%
Guangzhou Shangpin Home Collection 300616.SZChina$419M-30%-21%-20%238.5×n/an/a
DFS Furniture DFS.LUnited Kingdom$420M+12%+3%7%9.0×-2.5%-0.1%
Goldenhome Living 603180.SSChina$329M-22%-12%-8%n/an/an/a
Duni DUNI.STSweden$324M-22%-2%6%20.5×n/an/a
Nilkamal NILKAMAL.NSIndia$319M+55%+8%5%20.9×17.3%+12.5%
DO & SHUIHUA 002798.SZChina$443M-35%-18%-20%n/a15.8%-16.3%
Nanjing OLO Home Furnishing 603326.SSChina$310M-26%-7%12%9.8×1.6%-1.7%
Svedbergs SVED-B.STSweden$297M-10%+5%14%14.3×4.9%+28.2%
Triumph New Energy 1108.HKHong Kong$473M-51%-36%-76%n/an/an/a
G-Tech Optoelectronics 3149.TWTaiwan$484M+22%+8%-21%77.6×n/an/a

Questions

Which companies are GWA's closest peers?
The cockpit's peer set: Zbom Home Collection (603801.SS), Xiamen R & T Plumbing Technology (002790.SZ), Zhejiang Zhenshi New Materials (601112.SS), QuMei Home Furnishings (603818.SS), XMAX (XMAX), Koala (KOA.AX), Yangzhou Jinquan Travelling Goods (603307.SS), Hunan Mendale Hometextile (002397.SZ).
Is GWA expensive compared with its peers?
On forward p/e it trades at 11.2× against a peer median of 24.8×, 3rd cheapest of 13 in its peer set. For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +0 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.
How has GWA stock performed?
Over six months to 6 Nov 2026 the shares returned +2.4% against -22.2% for the median peer; over one year -12.8%.

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.