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← CockpitCompetitor Analysis › RIC.AX Ridley Corporation LimitedOpen in the cockpit ↗

Ridley Corporation LimitedRIC.AXCompetitor analysis, valuation and peers

Australia · AUD·Consumer Staples›Agricultural Commodities/Milling
Momentum neutral 49
Mkt cap
$696M
US dollars, full cap
Free float
81%
of shares outstanding
$/day
$999,942
20-day average traded
Fwd P/E
14.6×
forward earnings
ROIC−WACC
+0.6 pp
WACC 6.8%
Hurdle
-21 pp
Req g minus delivered
Next earnings
110 days
24 Feb 2027
Close · AUDA$2.68
1D0.0%
1W0.0%
1M+6.3%
3M-9.5%
6M+0.8%
YTD+1.1%
1Y-7.3%
ATR %2.2%
52w lowhigh12.4% off high

What Ridley does

Employees: 1,000

Ridley at a glance

Size Ridley (RIC.AX) is an Australia Consumer Staples company (Agricultural Commodities/Milling) with a market value of $696M, the 228th largest of 316 Australia companies the cockpit tracks. Shares closed at A$2.68 on 6 Nov 2026.

Performance Over six months the shares gained 0.8%, against -5.3% for the median peer and +4.1% for the Australia market (cap-weighted) — 9th highest of 20 in its peer set.

Growth Revenue grew 119.9% over the last twelve months (peer median +9.9%); the operating margin is 3.7% (peer median 4.8%).

Valuation It trades at 14.6× forward earnings against a peer median of 12.4× (2nd most expensive of 8).

Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +25%, so the hurdle is -21 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.6 points above its cost of capital (6.8% WACC).

Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).

Relative performance

809010011011 May 202611 Aug 20266 Nov 2026RIC.AX 100Peer median 94
Six months, rebased to 100: Ridley against the median of its 20 peers (local-currency closes).

Ridley financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$2.86BA$2.86BA$1.30BA$1.26BA$1.26B
Revenue growth—+120%+3%0%—
Gross profitA$217MA$217MA$121MA$116MA$111M
EBITDAA$150MA$150MA$92.1MA$92.3MA$87.6M
Net incomeA$27.6MA$27.6MA$43.3MA$39.9MA$41.8M
Free cash flowA$53.7MA$53.7MA$34.0MA$74.2MA$44.8M
Capital expenditureA$68.7MA$68.7MA$36.2MA$33.1MA$34.8M
Total debtn/aA$761MA$29.2MA$98.3MA$81.2M

Quarterly statements and history in the cockpit →

Ridley 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

-25%0%+25%+50%0%+50%2109603336GOKULAGROCRESY002124300087001313600506AEP0012011232002567PICCADIL2004600354600191002696RIC.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Ridley is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%10×15×20×CRESY300087AEP001201RSI2004002746RIC.AXRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Ridley is the large dot.

Capital: growth delivered against growth the price implies

0%+25%+50%+75%0%50%2109603336GOKULAGRO0021246715300087001313600506AEP0025672004RIC.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. Ridley is the large dot.

Ridley competitors and peer comparison

How Ridley 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.

Ridley against its 20 peers (data as of 6 Nov 2026)
MeasureRIC.AXPeer medianRank in peer set
1-month return+6.3%+0.1%4th highest of 21
6-month return+0.8%-5.3%9th highest of 20
Distance from 52-week high-12.4%-31.7%7th highest of 21
Revenue growth (TTM)+119.9%+9.9%highest of 21
Operating margin3.7%4.8%10th lowest of 21
Forward P/E14.6×12.4×2nd most expensive of 8
Growth the price implies (Req g, 7 yrs)4.4%1.3%6th most demanding of 14
Growth delivered (Del g)+25.3%+5.6%2nd highest of 14
Hurdle (Req g minus delivered)-20.9 pp-8.9 pp4th least demanding of 14
ROIC minus cost of capital+0.6 pp-1.1 pp10th highest of 21
EV / EBITDA10.1×8.6×4th most expensive of 8
Net debt / EBITDA3.4×2.1×4th 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
Ridley RIC.AXAustralia$696M+1%+120%4%14.6×4.4%+25.3%
Mitsui DM Sugar 2109.TJapan$696M+6%-2%7%n/a-6.8%+10.6%
Great-Sun Foods 603336.SSChina$694M-35%-8%6%n/a28.4%+1.8%
Gokul Agro Resources GOKULAGRO.NSIndia$702M-5%+21%3%n/a2.7%+23.5%
Cresud SA Sponsored ADR CRESYUnited States$709M-18%+11%16%7.0×n/an/a
Tech-bank Food 002124.SZChina$666M-23%-20%-42%n/a0.3%-4.2%
Hangzhou Qiandaohu Xunlong Sci-tech 6715.HKHong Kong$663Mn/a+20%46%n/a-11.4%+13.5%
Winall Hi-Tech Seed 300087.SZChina$663M-39%-14%-3%20.4×41.9%+23.0%
Guangdong Yuehai Feeds 001313.SZChina$662M-24%+24%2%n/a10.5%+2.1%
Tongyi Carbon Neutral Technology (Xinjiang) 600506.SSChina$653M0%+24%2%n/a21.8%+82.4%
AEP Plantations AEP.LUnited Kingdom$757M-26%+7%21%6.7×-13.7%+11.4%
Dongrui Food 001201.SZChina$629M+23%+2%-30%10.8×n/an/a
TTET Union 1232.TWTaiwan$777M+8%+13%9%n/a-6.7%+4.3%
Tangrenshen 002567.SZChina$783M-12%-14%-9%n/a34.7%+5.5%
Rogers Sugar RSI.TOCanada$618M+2%-6%10%12.4×n/an/a
Piccadily Agro Industries PICCADIL.NSIndia$607M-8%+29%20%n/an/an/a
Showa Sangyo 2004.TJapan$820M+30%+3%3%12.9×1.3%+5.6%
Gansu Dunhuang Seed 600354.SSChina$589M+19%+9%25%n/a-4.7%+4.1%
Baotou Huazi Industry 600191.SSChina$582M-37%+56%5%n/an/an/a
Shandong Xiantan 002746.SZChina$838M+1%+12%5%14.1×n/an/a
Baiyang Investment 002696.SZChina$569M+62%+25%0%n/an/an/a

Questions

Which companies are Ridley's closest peers?
The cockpit's peer set: Mitsui DM Sugar (2109.T), Great-Sun Foods (603336.SS), Gokul Agro Resources (GOKULAGRO.NS), Cresud SA Sponsored ADR (CRESY), Tech-bank Food (002124.SZ), Hangzhou Qiandaohu Xunlong Sci-tech (6715.HK), Winall Hi-Tech Seed (300087.SZ), Guangdong Yuehai Feeds (001313.SZ).
Is Ridley expensive compared with its peers?
On forward p/e it trades at 14.6× against a peer median of 12.4×, 2nd most expensive of 8 in its peer set. For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +25%, so the hurdle is -21 pp: the price already allows for a slowdown.
How has Ridley stock performed?
Over six months to 6 Nov 2026 the shares returned +0.8% against -5.3% for the median peer; over one year -7.3%.

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.