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: 4.03
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$18.74

03 Mar
2026

-0.400

OPEN

$19.30

-2.09%

HIGH

$19.37

178,377

LOW

$18.66

TARGET
$23.37 24.7% 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 19.9 xxx
DPS (cps) xxx 12.6 12.1 xxx
EPS Growth xxx N/A 39.6% xxx
DPS Growth xxx N/A - 3.8% xxx
PE Ratio xxx N/A 95.5 xxx
Dividend Yield xxx N/A 0.6% xxx
Div Pay Ratio(%) xxx 88.4% 60.9% xxx

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

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.66

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: 15/09 - ex-div 12.60c (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

0.6

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

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

23/02/2026

5

Sell

$16.55

-11.69%

Citi lowers its target for Guzman y Gomez to $16.55 from $21.35 following interim results. It's felt a disconnect has arisen between operating performance and market expectations.

While the company is the best-executing listed quick service restaurant (QSR) under the broker's coverage, the valuation remains demanding.

Comparative sales growth in Australia of 4.4% trailed consensus, though momentum improved to 4.8% in Q2, highlights the analyst, and may lift further with the Uber launch this coming weekend.

US comps of 2.9% (consensus 7.4%) disappointed amid weather impacts, the broker notes, with material average unit volume (AUV) improvement required to validate the concept. 

The Sell rating is maintained.

FORECAST
Citi forecasts a full year FY26 dividend of 15.70 cents and EPS of 22.80 cents.
Citi forecasts a full year FY27 dividend of 23.60 cents and EPS of 36.40 cents.

UBS

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$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

03/03/2026

2

Overweight

$19.30

2.99%

Guzman y Gomez's 1H26 result was mixed with earnings (EBITDA) up 26% y/y but softer same store sales growth trends, including negative US comps in Q2, and weaker company-owned store profitability, Jarden notes.

Australian margin guidance was tightened to 6.0–6.2% for FY26.

Forecast changes see FY26–FY28 EBIT forecasts lifted 2–6% and NPAT upgraded on lower D&A and interest, although US losses are cut by -5–12% over the next three years on higher expected costs.

Store rollout remains on track for 32 openings in FY26, with Jarden assuming 30 net additions, but competition for drive-through sites and increasing QSR entrants are flagged as rising risks.

Neutral retained, with the target price reduced to $19.30 from $25.40.

FORECAST
Jarden forecasts a full year FY26 dividend of 5.00 cents and EPS of 17.40 cents.
Jarden forecasts a full year FY27 dividend of 24.00 cents and EPS of 36.00 cents.
Access Extra Coverage Research History >

GYG STOCK CHART

FNArena News on GYG

1
Australian Broker Call *Extra* Edition – Mar 03, 2026

Mar 03 2026 - Daily Market Reports
2
Weekly Ratings, Targets, Forecast Changes – 27-02-26

Mar 02 2026 - Weekly Reports
3
FNArena Corporate Results Monitor – 20-02-2026

Feb 20 2026 - Australia
4
Rudi’s View: More Surprises, Led By CBA & BHP

Feb 19 2026 - Rudi's View
5
In Brief: EOS, Austral Resources & GLP-1 Winners

Feb 13 2026 - Weekly Reports

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