Obermatt

Australian Agricultural

ASX:AAC · AU000000AAC9
Food ProductsSmall

360

33
EV / EBIT5
Price / Owner Earnings62
Owner Earnings Yield69
Dividend Yield1
Price/Sales14
Price/Book100
Return on Capital4
Cash Return on Capital44
Return on Equity27
EBIT Margin3
Gross Profitability1
Cash Conversion6
Accruals25
Owner Earnings Margin99
Sales growth94
Profit Growth12
Owner Earnings Growth98
Reinvestment94
Price momentum55
Debt load69
Refinancing52
Debt Payback34
Liquidity1
Analyst ratings100
Opinion Changes50
Price Target Upside69
Market mood62
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Australian Agricultural clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryAustralia
IndustryFood Products
SizeSmall
TypePublic Company
ExchangeASX
Founded1989
Employees237
ISINAU000000AAC9
Last UpdateApr 2, 2026
Index & Theme
LivestockAgriculture

Description

Australian Agricultural Company Limited produces and sells cattle and beef in Australia. The company supplies premium beef products, with an integrated supply chain that spans various stages of production, from on-farm operations to processing and…

Analysis

Weak and unloved

Australian Agricultural Company Limited scores below average on quality and is priced accordingly, a low-conviction position in either direction.

On valuation, the picture is attractive. The owner-earnings multiple stands at 8.0×; owner earnings: the cash an owner could take out each year.

Growth is moderate; the safety picture is adequate. The company scores 10/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
41
2023202420252026

All-time high

52

Mar 2026

All-time low

3

Jan 2023

Average rank

31

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
14
7
3
5
Price/Earnings
1
15
93
1
Price/Book
100
97
93
89
Dividend Yield
1
1
1
1
Value (overall)
9
23
38
19

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →