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Australian Mexican-inspired fast-casual restaurant chain, expanding domestically and into the United States, Japan and Singapore.
Australian Mexican-inspired fast-casual restaurant chain, expanding domestically and into the United States, Japan and Singapore.
Company-owned restaurants book the full sales and all the costs, while franchised restaurants bring royalties and fees, so the mix of owned and franchised changes how sales convert into profit. It listed on the ASX in 2024, and new store openings are the main growth lever.
In one line: Australia's Chipotle.
Moat: narrow (brand). Strong Australian brand and drive-thru format support growth, but fast-casual dining is highly competitive.
Headquarters: Sydney, Australia · Founded: 2006 · Employees: 16,000
Size Guzman y Gomez (GYG.AX) is an Australia Consumer Discretionary company (Restaurants) with a market value of $1.82B, the 125th largest of 316 Australia companies the cockpit tracks. Shares closed at A$26.12 on 6 Nov 2026.
Performance Over six months the shares gained 54.7%, against +22.4% for the median peer and +4.1% for the Australia market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 19.4% over the last twelve months (peer median +4.1%); the operating margin is 16.6% (peer median 5.7%).
Valuation It trades at 51.0× forward earnings against a peer median of 21.0× (4th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 33% a year for seven years (Req g). Recent delivered growth is +34%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.1 points below its cost of capital (11.8% WACC).
Next results Next results expected around 19 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$520M | A$520M | A$427M | A$342M | A$259M |
| Revenue growth | — | +22% | +25% | +32% | — |
| Gross profit | A$144M | A$144M | A$107M | A$69.8M | A$189M |
| EBITDA | A$123M | A$123M | A$94.3M | A$38.8M | A$37.0M |
| Net income | -A$26.7M | -A$26.7M | A$14.5M | -A$13.7M | -A$2.27M |
| Free cash flow | A$30.5M | A$30.5M | A$6.05M | A$9.37M | -A$8.58M |
| Capital expenditure | A$57.0M | A$57.0M | A$61.4M | A$33.6M | A$42.7M |
| Total debt | n/a | A$442M | A$331M | A$239M | A$185M |
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 |
|---|---|---|---|---|---|---|
| Guzman y Gomez GYG.AX | $1.82B | +55% | +19% | 17% | 51.0× | 32.7% |
| Chipotle Mexican Grill CMG | $43.6B | +6% | +8% | 15% | 27.1× | 15.1% |
| Domino's Pizza Enterprises DMP.AX | $1.48B | +48% | -11% | 5% | 16.9× | 17.9% |
| Collins Foods CKF.AX | $762M | +15% | +5% | 8% | 16.3× | 1.4% |
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 | GYG.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.6% | +8.6% | 4th lowest of 21 |
| 6-month return | +54.7% | +22.4% | 5th highest of 21 |
| Distance from 52-week high | -13.2% | -8.3% | 9th lowest of 21 |
| Revenue growth (TTM) | +19.4% | +4.1% | 2nd highest of 21 |
| Operating margin | 16.6% | 5.7% | 2nd highest of 21 |
| Forward P/E | 51.0× | 21.0× | 4th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 32.7% | 7.7% | 2nd most demanding of 20 |
| Growth delivered (Del g) | +34.2% | +15.6% | 2nd highest of 20 |
| Hurdle (Req g minus delivered) | -1.5 pp | -2.6 pp | 9th most demanding of 20 |
| ROIC minus cost of capital | -0.1 pp | +0.5 pp | 10th lowest of 21 |
| EV / EBITDA | 23.5× | 10.7× | most expensive of 18 |
| Net debt / EBITDA | 2.2× | 3.1× | 8th least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guzman y Gomez GYG.AX | Australia | $1.82B | +55% | +19% | 17% | 51.0× | 32.7% | +34.2% |
| Yoshinoya 9861.T | Japan | $1.84B | +42% | +10% | 4% | 45.5× | 11.2% | +5.8% |
| SSP SSPG.L | United Kingdom | $1.87B | +17% | +5% | 7% | 13.9× | 2.6% | +20.5% |
| Devyani International DEVYANI.NS | India | $1.68B | +8% | +14% | 4% | 323.9× | 52.1% | +37.6% |
| Travel Food Services TRAVELFOOD.NS | India | $1.63B | -6% | -2% | 30% | 31.7× | 13.0% | +15.6% |
| Wendy's WEN | United States | $1.55B | +12% | -1% | 13% | 17.9× | 2.4% | +4.7% |
| Colowide 7616.T | Japan | $1.51B | +21% | +16% | 4% | n/a | 13.6% | +12.3% |
| Monogatari 3097.T | Japan | $1.50B | +43% | +22% | 8% | 25.4× | 2.0% | +18.8% |
| Domino's Pizza Enterprises DMP.AX | Australia | $1.48B | +48% | -11% | 5% | 16.9× | 17.9% | -1.4% |
| Arcos Dorados ARCO | United States | $1.45B | -23% | +11% | 6% | 9.1× | -3.5% | +18.7% |
| Cracker Barrel Old Country Store CBRL | United States | $1.45B | +106% | -5% | 0% | 30.3× | 14.0% | +3.3% |
| Sweetgreen SG | United States | $1.43B | +72% | -1% | -18% | n/a | n/a | n/a |
| create restaurants 3387.T | Japan | $2.34B | +14% | +3% | 5% | 65.7× | 17.8% | +17.3% |
| J D Wetherspoon JDW.L | United Kingdom | $1.33B | +69% | +5% | 5% | 19.6× | 7.7% | +23.7% |
| Guangzhou Restaurant 603043.SS | China | $1.31B | 0% | +9% | 11% | 17.3× | -3.5% | +10.4% |
| Saizeriya 7581.T | Japan | $2.52B | +60% | +17% | 5% | 26.9× | 4.6% | +19.0% |
| Mitchells & Butlers MAB.L | United Kingdom | $2.56B | +25% | +3% | 12% | 10.2× | 4.7% | +12.9% |
| TORIDOLL 3397.T | Japan | $2.68B | +19% | +3% | 7% | 57.7× | 5.9% | +15.6% |
| Domino's Pizza DOM.L | United Kingdom | $1.19B | +24% | +6% | 15% | 13.1× | 9.5% | +6.3% |
| BJ's Restaurants BJRI | United States | $1.18B | +30% | +4% | 3% | 22.5× | 26.8% | +12.4% |
| Xiaocaiyuan International 0999.HK | Hong Kong | $1.17B | +16% | +3% | 15% | 13.1× | -9.6% | +15.8% |