GUZMAN Y GOMEZ LIMITED (GYG)
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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: 4.03
Index: ASX300 | ALL-ORDS

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

LAST PRICE CHANGE +/- CHANGE % VOLUME

$23.68

28 Jul
2026

1.730

OPEN

$22.30

7.88%

HIGH

$23.71

426,310

LOW

$21.88

TARGET
$25.579 8.0% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMC . AVG . CKF . COL . DMP . EDV . ING . LRK . MBH . MTS . RFG . SGLLV . SPG . TWE . WOA . WOW . YOW .
FNARENA'S MARKET CONSENSUS FORECASTS
GYG: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 14.3 22.0 xxx
DPS (cps) xxx 12.6 12.0 xxx
EPS Growth xxx N/A 54.5% xxx
DPS Growth xxx N/A - 5.0% xxx
PE Ratio xxx N/A 111.6 xxx
Dividend Yield xxx N/A 0.5% xxx
Div Pay Ratio(%) xxx 88.4% 54.3% xxx

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

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.51

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 2022202320242025
EPS Basic xxxxxxxxx14.3
DPS All xxxxxxxxx12.6
Sales/Revenue xxxxxxxxx436.0 M
Book Value Per Share xxxxxxxxx373.9
Net Operating Cash Flow xxxxxxxxx65.7 M
Net Profit Margin xxxxxxxxx3.32 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 2022202320242025
Return on Capital Employed xxxxxxxxx3.94 %
Return on Invested Capital xxxxxxxxx2.30 %
Return on Assets xxxxxxxxx1.89 %
Return on Equity xxxxxxxxx3.94 %
Return on Total Capital xxxxxxxxx6.51 %
Free Cash Flow ex dividends xxxxxxxxx4.4 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 2022202320242025
Short-Term Debt xxxxxxxxx24 M
Long Term Debt xxxxxxxxx308 M
Total Debt xxxxxxxxx331 M
Goodwill - Gross xxxxxxxxx10 M
Cash & Equivalents - Generic xxxxxxxxx282 M
Price To Book Value xxxxxxxxx7.57

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 2022202320242025
Capex xxxxxxxxx61.4 M
Capex % of Sales xxxxxxxxx14.07 %
Cost of Goods Sold xxxxxxxxx338 M
Selling, General & Admin. Exp & Other xxxxxxxxx55 M
Research & Development xxxxxxxxx-
Investments - Total xxxxxxxxx0 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

0.7

No. Of Recommendations

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

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Morgan Stanley

01/06/2026

1

Overweight

$26.30

11.06%

Morgan Stanley includes mid single-digit increases in FY27 for food and wages inflation, and revisits quick service operators to see which is best positioned in inflationary environment. Volume growth remains an offset, benefiting those that are still growing traffic.

Operators are already finding pricing challenging, which means they will need to find alternative ways to preserve margins. Historically these operators have been able to offset inflation through menu pricing yet pricing power has eroded.

Guzman y Gomez is the broker's pick in the sector as it is best positioned to drive volume growth as an offset to inflation at the restaurant level and deliver operating leverage from growth in the network at the corporate level.

Morgan Stanley reiterates an Overweight rating and reduces the target to $26.30 from $27.20. Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 0.00 cents and EPS of 21.00 cents.
Morgan Stanley forecasts a full year FY27 dividend of 0.00 cents and EPS of 49.00 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
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

26/05/2026

3

Neutral

$17.60

-25.68%

Jarden retains a Neutral rating for Guzman y Gomez with its target price increased to $17.60 from $17.30 following a corporate trading update.

The strategic decision to exit the United States market is seen as signaling capital discipline and a renewed focus on maximising shareholder returns.

The exit involves one-off costs between -US$30m and -US$40m, although the actual cash impact is expected to remain below -US$15m.

Strong Australian operating earnings guidance of approximately $85m drives modest upgrades to core domestic estimates, despite indications of a near-term slowing in fourth-quarter comparable sales.

Surging digital transaction volumes and targeted promotional programs continue to offset a potential moderation in drive-thru demand stemming from elevated cost-of-living pressures, the broker notes.

FORECAST
Jarden forecasts a full year FY26 dividend of 5.40 cents and EPS of 17.70 cents.
Jarden forecasts a full year FY27 dividend of 30.70 cents and EPS of 45.90 cents.
Access Extra Coverage Research History >

GYG STOCK CHART

FNArena News on GYG

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Jul 16 2026 - Rudi's View
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Jun 03 2026 - Rudi's View
5
Weekly Ratings, Targets, Forecast Changes – 29-05-26

Jun 01 2026 - Weekly Reports

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Jul 23 2026 - Rudi's View
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May 04 2026 - Australia
9
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