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Employees: 425
Size Select Harvests (SHV.AX) is an Australia Consumer Staples company (Agricultural Commodities/Milling) with a market value of $390M, the 290th largest of 316 Australia companies the cockpit tracks. Shares closed at A$4.01 on 6 Nov 2026.
Performance Over six months the shares gained 13.3%, against -8.0% for the median peer and +4.1% for the Australia market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue fell 5.7% over the last twelve months (peer median +1.8%); the operating margin is -6.4% (peer median 4.3%).
Valuation It trades at 9.6× forward earnings against a peer median of 13.0× (5th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about 27% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is +11 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 7.5 points below its cost of capital (5.9% WACC).
Next results Next results expected around 20 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | A$353M | A$398M | A$294M | A$205M | A$235M |
| Revenue growth | — | +35% | +43% | -13% | — |
| Gross profit | -A$2.80M | A$9.62M | A$5.21M | -A$27.0M | -A$2.34M |
| EBITDA | n/a | -A$5.84M | -A$7.80M | -A$31.3M | -A$10.5M |
| Net income | A$29.8M | A$31.8M | A$898,000 | -A$115M | A$4.76M |
| Free cash flow | A$10.9M | A$95.8M | -A$12.5M | -A$35.9M | -A$8.99M |
| Capital expenditure | A$40.7M | A$41.4M | A$27.9M | A$27.7M | A$40.0M |
| Total debt | n/a | A$296M | A$401M | A$421M | A$378M |
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 | SHV.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.9% | -4.5% | 9th highest of 21 |
| 6-month return | +13.3% | -8.0% | 6th highest of 21 |
| Distance from 52-week high | -23.0% | -29.7% | 8th highest of 21 |
| Revenue growth (TTM) | -5.7% | +1.8% | 5th lowest of 21 |
| Operating margin | -6.4% | 4.3% | 2nd lowest of 20 |
| Forward P/E | 9.6× | 13.0× | 5th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | 27.3% | 7.5% | 3rd most demanding of 13 |
| Growth delivered (Del g) | +16.3% | +3.6% | highest of 13 |
| Hurdle (Req g minus delivered) | +10.9 pp | +5.2 pp | 4th most demanding of 13 |
| ROIC minus cost of capital | -7.5 pp | -3.3 pp | 6th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Select Harvests SHV.AX | Australia | $390M | +13% | -6% | -6% | 9.6× | 27.3% | +16.3% |
| Nippon Beet Sugar Manufacturing 2108.T | Japan | $391M | +24% | 0% | 1% | n/a | 40.4% | +4.6% |
| Xinjiang Sayram Modern Agriculture 600540.SS | China | $399M | -18% | -4% | n/a | n/a | n/a | n/a |
| MGP Ingredients CASK | United States | $380M | +3,438% | -16% | 11% | 10.3× | 2.4% | +6.3% |
| Raisio RAIKV.HE | Finland | $379M | -17% | 0% | 11% | 15.4× | -4.1% | -0.8% |
| Okamura Foods 2938.T | Japan | $377M | -3% | +21% | 9% | 22.9× | n/a | n/a |
| Zuming Bean Products 003030.SZ | China | $405M | -2% | +12% | -2% | 67.7× | n/a | n/a |
| Chubu Shiryo 2053.T | Japan | $375M | +17% | +6% | 3% | n/a | -10.0% | +3.2% |
| Shanghai Xuerong Bio-Technology 300511.SZ | China | $408M | -46% | +29% | 4% | n/a | 0.6% | -1.9% |
| Kaveri Seed KSCL.NS | India | $373M | -32% | -3% | 18% | 13.6× | n/a | n/a |
| Vital Farms VITL | United States | $409M | +6% | +5% | -3% | n/a | n/a | n/a |
| Dalmia Bharat Sugar & Industries DALMIASUG.NS | India | $409M | +23% | -5% | 7% | 9.6× | 15.7% | +7.7% |
| Shree Renuka Sugars RENUKA.NS | India | $410M | -36% | -10% | 4% | n/a | n/a | n/a |
| Xinjiang Tianshan Animal Husbandry Bio-engineering 300313.SZ | China | $411M | +32% | +187% | -4% | n/a | n/a | n/a |
| Hokuto 1379.T | Japan | $411M | +13% | +4% | 8% | 12.4× | -7.8% | +3.1% |
| Shandong Minhe Animal Husbandry Co,.Ltd 002234.SZ | China | $362M | -20% | +5% | -4% | 16.4× | 30.3% | +5.2% |
| Bannari Amman Sugars BANARISUG.NS | India | $423M | -13% | -8% | 6% | n/a | 26.7% | +4.9% |
| Daodaoquan Grain & Oil 002852.SZ | China | $359M | -20% | +5% | 1% | 8.8× | 13.2% | +3.3% |
| Shenzhen Kingsino Technology 002548.SZ | China | $428M | -35% | -2% | -12% | 8.2× | 12.6% | +3.2% |
| Indofood Agri Resources 5JS.SI | Singapore | $355M | -24% | +8% | 18% | 5.8× | -18.0% | +4.0% |
| Village Farms International VFF | United States | $352M | +12% | -24% | 16% | 14.3× | n/a | n/a |