Obermatt

AVI

JNB:AVI · ZAE000049433
Food ProductsLarge

360

100
EV / EBIT81
Price / Owner Earnings69
Owner Earnings Yield82
Dividend Yield89
Price/Sales27
EV / Gross Profit31
Price/Book4
Return on Capital100
Cash Return on Capital100
Return on Equity100
EBIT Margin95
Gross Profitability97
Cash Conversion29
Accruals56
Owner Earnings Margin96
Sales growth34
Profit Growth85
Long-Term EPS Growth63
Owner Earnings Growth85
Reinvestment20
Price momentum61
Debt load36
Refinancing49
Debt Payback62
Liquidity55
Analyst ratings71
Opinion Changes50
Price Target Upside73
Market mood77
Value Creation16/20strong value creator
  • 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

AVI generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountrySouth Africa
IndustryFood Products
SizeLarge
TypePublic Company
ExchangeJSE
Founded1944
Employees988
Websiteavi.co.za
ISINZAE000049433
Last UpdateApr 2, 2026
Themes
CoffeeLifestyleFast-Moving Consumer GoodsFood and Beverage

Description

AVI Limited engages in the consumer goods sector. The company operates primarily within the food and beverage industry, offering a variety of products that cater to consumer needs. It has established a reputation for quality in its offerings, which i…

Analysis

Quality compounder

AVI 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 attractive. You pay 12.6× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly 0% yearly growth; analysts expect 9%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is sturdy. The company scores 16/20 on our value-creation score: strong value creator. Analysts lean positive.

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

79

Nov 2024

All-time low

17

Jan 2023

Average rank

53

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
27
35
44
45
Price/Earnings
60
47
57
62
Price/Book
4
22
18
19
Dividend Yield
89
93
87
98
Value (overall)
38
45
41
58

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

Similar Stocks

The companies this stock is ranked against.

Compare AVI with its peers
Mulia Industrindo
JKT:MLIA
8
CountryIndonesia
IndustryBuilding Products
SizeSmall
Full Stock Analysis →
Sekar Bumi
JKT:SKBM
80
CountryIndonesia
IndustryFood Products
SizeSmall
Full Stock Analysis →
NSL Foods
SET:NSL
65
CountryThailand
IndustryFood Products
SizeSmall
Full Stock Analysis →
Malee Group
SET:MALEE
39
CountryThailand
IndustryFood Products
SizeSmall
Full Stock Analysis →
Fine Organic Industries
NSI:FINEORG
54
CountryIndia
IndustryChemicals
SizeMedium
Full Stock Analysis →
Sunsweet
SET:SUN
39
CountryThailand
IndustryFood Products
SizeSmall
Full Stock Analysis →

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 →