Obermatt

Skellerup

NZC:SKL · NZSKXE0001S8
MachinerySmall

360

89
EV / EBIT34
Price / Owner Earnings27
Owner Earnings Yield61
Dividend Yield97
Price/Sales30
EV / Gross Profit19
Price/Book31
Return on Capital94
Cash Return on Capital86
Return on Equity90
EBIT Margin98
Gross Profitability88
Cash Conversion34
Accruals49
Owner Earnings Margin90
Sales growth47
Profit Growth30
Long-Term EPS Growth67
Owner Earnings Growth54
Reinvestment88
Price momentum59
Debt load38
Refinancing35
Debt Payback51
Liquidity62
Analyst ratings70
Opinion Changes50
Price Target Upside20
Market mood87
Value Creation12/20creating 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

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

Profile

CountryNew Zealand
IndustryMachinery
SizeSmall
TypePublic Company
ExchangeNZSE
Founded1986
ISINNZSKXE0001S8
Last UpdateApr 2, 2026
Themes
Industrial AutomationInjection MoldingFarmingPackaging ServicesAnimal FeedLivestockAgriTech

Description

Skellerup Holdings Limited designs, manufactures, and distributes engineered products for various specialist industrial and agricultural applications. Business Segments The company operates through two segments, Agri and Industrial. Agri This seg…

Analysis

Quality compounder

Skellerup Holdings Limited is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is fair. You pay 21.2× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 7% yearly growth; analysts expect 13%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is sturdy. The company scores 12/20 on our value-creation score: creating some value.

What to watch: 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
45
2023202420252026

All-time high

73

Jan 2023

All-time low

20

Jan 2024

Average rank

52

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
30
20
14
7
Price/Earnings
43
35
37
23
Price/Book
31
10
10
3
Dividend Yield
97
94
100
93
Value (overall)
52
33
33
29

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 →