GUZMAN Y GOMEZ LIMITED (GYG)
Share Price Analysis and Chart

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GYG

GYG - GUZMAN Y GOMEZ LIMITED

FNArena Sector : Food, Beverages & Tobacco
Year End: June
GICS Industry Group : Consumer Services
Debt/EBITDA: 3.59
Index: ASX300 | ALL-ORDS

Guzman y Gomez operates and franchises quick-service restaurants serving Mexican-inspired food.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$27.15

07 Sep
2026

-0.910

OPEN

$27.60

-3.24%

HIGH

$27.85

338,563

LOW

$27.04

TARGET
$29.064 7.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
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FNARENA'S MARKET CONSENSUS FORECASTS
GYG: 1
Title FY25
Actual
FY26
Actual
FY27
Forecast
FY28
Forecast
EPS (cps) xxx - 26.6 54.7 xxx
DPS (cps) xxx 48.0 45.7 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx 100.0% - 4.8% xxx
PE Ratio xxx N/A 49.9 xxx
Dividend Yield xxx N/A 1.7% xxx
Div Pay Ratio(%) xxx N/A 83.6% xxx

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

1.76

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 13/03 - ex-div 7.40c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 20222023202420252026
EPS Basic xxxxxxxxxxxx-26.6
DPS All xxxxxxxxxxxx48.0
Sales/Revenue xxxxxxxxxxxx520.4 M
Book Value Per Share xxxxxxxxxxxx251.6
Net Operating Cash Flow xxxxxxxxxxxx86.9 M
Net Profit Margin xxxxxxxxxxxx7.80 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 20222023202420252026
Return on Capital Employed xxxxxxxxxxxx13.00 %
Return on Invested Capital xxxxxxxxxxxx6.02 %
Return on Assets xxxxxxxxxxxx4.61 %
Return on Equity xxxxxxxxxxxx13.00 %
Return on Total Capital xxxxxxxxxxxx12.35 %
Free Cash Flow ex dividends xxxxxxxxxxxx10.2 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 20222023202420252026
Short-Term Debt xxxxxxxxxxxx26 M
Long Term Debt xxxxxxxxxxxx416 M
Total Debt xxxxxxxxxxxx442 M
Goodwill - Gross xxxxxxxxxxxx12 M
Cash & Equivalents - Generic xxxxxxxxxxxx171 M
Price To Book Value xxxxxxxxxxxx8.36

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 20222023202420252026
Capex xxxxxxxxxxxx57.0 M
Capex % of Sales xxxxxxxxxxxx10.96 %
Cost of Goods Sold xxxxxxxxxxxx376 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxx58 M
Research & Development xxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Morgans

24/08/2026

2

Downgrade to Accumulate from Buy

$31.00

14.18%

Guzman y Gomez's FY26 underlying EBITDA rose 28.7% y/y, which was in line with expectations, while statutory NPAT was ahead of Morgans' forecast. Comparable sales rose 5.3%, driven by transaction growth rather than price.

FY27 underlying EBITDA guidance of 6.7–6.9% of network sales is at or above consensus, while comparable sales in the first seven weeks are running at high-single-digit growth.

Management plans 35 new restaurants in FY27 from a pipeline of 117 sites, around 85% of which are drive-throughs, which Morgans expects to support margins given their superior economics.

FY27–FY29 EPS forecasts are raised by 14–15% with the target lifted to $31.00 from $29.40. The stock is downgraded to Accumulate from Buy following the recent share price rally.

FORECAST
Morgans forecasts a full year FY27 dividend of 43.00 cents and EPS of 51.00 cents.
Morgans forecasts a full year FY28 dividend of 61.00 cents and EPS of 72.00 cents.

Citi

xx/xx/xxxx

3

xxxxxxx xx xxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

25/08/2026

3

Neutral

$21.80

-19.71%

Jarden maintains its Neutral recommendation for Guzman y Gomez with its target price increased to $21.80 from $17.00 following an FY26 financial result that was in line on a continuing basis, supported by surprising cash flow and a special dividend.

Same-store sales growth tracks at high single digits year-to-date, with 35 new stores planned for opening in FY27 and EBITDA margins expected to expand to between 6.7% and 6.9%.

The broker's estimates indicate that a further $100m share buyback should help the stock perform well in the near term.

The analyst highlights that while margins continue to lift despite cost pressures, the rating remains Neutral due to full valuation considerations amid rising competition and increasing incremental store costs.

GYG STOCK CHART