Bega Cheese Limited (BGA.AX)
Company Info
Highlights
A$1.81B
A$0.10
59.40
A$1.79B
A$349.30M
A$77.20M
A$3.58 - A$6.02
A$4.94
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of A$10,000 in Bega Cheese Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Bega Cheese Limited had a return of 3.29% year-to-date (YTD) and 61.26% in the last 12 months. Over the past 10 years, Bega Cheese Limited had an annualized return of 4.06%, while the S&P 500 had an annualized return of 11.29%, indicating that Bega Cheese Limited did not perform as well as the benchmark.
BGA.AX
3.29%
5.86%
39.70%
61.26%
8.32%
4.06%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of BGA.AX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.69% | 3.29% | |||||||||||
| 2024 | 5.93% | 13.32% | -0.71% | -0.96% | 7.73% | -4.71% | 5.18% | 14.09% | 3.95% | -2.09% | 2.52% | 9.28% | 65.82% |
| 2023 | 0.00% | -8.85% | 3.72% | 4.42% | -4.76% | -20.83% | 14.03% | -6.46% | -16.28% | 10.31% | 15.11% | 10.62% | -6.63% |
| 2022 | -10.05% | -7.84% | 3.55% | 4.99% | -3.76% | -21.40% | -8.90% | 16.48% | -13.50% | -7.22% | 9.03% | 10.86% | -29.83% |
| 2021 | 9.59% | 9.46% | 4.44% | 0.63% | -6.42% | -1.50% | -12.39% | 7.75% | -2.36% | 0.74% | 1.29% | 3.28% | 12.89% |
| 2020 | 1.39% | -7.53% | 14.39% | 5.68% | 10.33% | -16.67% | 0.00% | 18.43% | -2.90% | -1.38% | 11.24% | -6.58% | 22.79% |
| 2019 | 2.84% | -6.11% | -2.86% | 10.72% | -6.72% | 1.27% | -7.32% | -9.71% | 14.75% | -20.97% | 5.59% | 14.29% | -10.17% |
| 2018 | -2.49% | -2.70% | -0.49% | 5.02% | 1.97% | 2.21% | -1.35% | 7.11% | -12.40% | -12.34% | -0.67% | -16.86% | -30.75% |
| 2017 | 20.99% | 14.64% | 8.58% | -5.22% | -1.17% | 9.78% | 5.53% | 1.03% | -0.87% | 7.61% | 4.90% | -6.23% | 73.28% |
| 2016 | -4.59% | -17.28% | 1.81% | 4.24% | 0.65% | -8.56% | 9.54% | 3.21% | 4.57% | -25.75% | 0.41% | -14.34% | -41.81% |
| 2015 | -0.78% | -5.29% | 0.00% | 0.62% | -3.93% | -6.68% | 9.93% | -5.46% | 6.20% | 22.62% | -0.69% | 28.47% | 46.38% |
| 2014 | 6.86% | 11.59% | -1.68% | -2.09% | 3.11% | -8.29% | 0.20% | 4.62% | -0.59% | 2.98% | -0.96% | 0.39% | 15.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 91, BGA.AX is among the top 9% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Bega Cheese Limited (BGA.AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Bega Cheese Limited provided a 1.34% dividend yield over the last twelve months, with an annual payout of A$0.08 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | A$0.08 | A$0.08 | A$0.08 | A$0.11 | A$0.10 | A$0.10 | A$0.11 | A$0.11 | A$0.10 | A$0.09 | A$0.08 | A$0.08 |
Dividend yield | 1.34% | 1.39% | 2.12% | 2.84% | 1.76% | 1.92% | 2.55% | 2.23% | 1.38% | 2.24% | 1.15% | 1.65% |
Monthly Dividends
The table displays the monthly dividend distributions for Bega Cheese Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | A$0.00 | A$0.00 | A$0.00 | ||||||||||
| 2024 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.08 |
| 2023 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.03 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.08 |
| 2022 | A$0.00 | A$0.00 | A$0.06 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.06 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.11 |
| 2021 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.10 |
| 2020 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.10 |
| 2019 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.11 |
| 2018 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.11 |
| 2017 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.10 |
| 2016 | A$0.00 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.09 |
| 2015 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.08 |
| 2014 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.08 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Bega Cheese Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Bega Cheese Limited was 64.43%, occurring on Oct 2, 2023. The portfolio has not yet recovered.
The current Bega Cheese Limited drawdown is 13.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.43% | Jul 19, 2018 | 1319 | Oct 2, 2023 | — | — | — |
| -50.31% | Jan 8, 2016 | 243 | Dec 20, 2016 | 210 | Oct 20, 2017 | 453 |
| -25.24% | Mar 20, 2014 | 362 | Aug 24, 2015 | 48 | Oct 29, 2015 | 410 |
| -19.24% | Dec 7, 2017 | 85 | Apr 12, 2018 | 67 | Jul 18, 2018 | 152 |
| -19.19% | Sep 19, 2011 | 214 | Jul 25, 2012 | 52 | Oct 5, 2012 | 266 |
Volatility
Volatility Chart
The current Bega Cheese Limited volatility is 5.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Bega Cheese Limited compared to its peers in the Packaged Foods industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BGA.AX in comparison to other companies of the Packaged Foods industry. Currently, BGA.AX has a PE value of 59.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BGA.AX in comparison to other companies of the Packaged Foods industry. Currently, BGA.AX has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Bega Cheese Limited.
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Income Statement
| TTM | |
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Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |