Treasury Wine Estates Limited (TWE.AX)
Company Info
| ISIN | AU000000TWE9 |
|---|---|
| Sector | Consumer Defensive |
| Industry | Beverages - Wineries & Distilleries |
Highlights
| Market Cap | A$8.97B |
|---|---|
| EPS (TTM) | A$0.13 |
| PE Ratio | 85.00 |
| Total Revenue (TTM) | A$2.81B |
| Gross Profit (TTM) | A$1.23B |
| EBITDA (TTM) | A$765.90M |
| Year Range | A$9.69 - A$12.80 |
| Target Price | A$13.99 |
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of A$10,000 in Treasury Wine Estates 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
Treasury Wine Estates Limited had a return of 7.34% year-to-date (YTD) and 1.49% in the last 12 months. Over the past 10 years, Treasury Wine Estates Limited had an annualized return of 11.89%, outperforming the S&P 500 benchmark which had an annualized return of 10.85%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.34% | 17.79% |
| 1 month | -6.69% | 0.18% |
| 6 months | -7.07% | 7.53% |
| 1 year | 1.49% | 26.42% |
| 5 years (annualized) | -7.49% | 13.48% |
| 10 years (annualized) | 11.89% | 10.85% |
Monthly Returns
The table below presents the monthly returns of TWE.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.09% | 14.67% | 2.22% | -2.89% | -6.29% | 9.80% | -0.72% | -5.95% | 7.34% | ||||
| 2023 | 6.69% | -3.51% | -5.47% | 6.58% | -16.58% | -3.36% | 0.18% | 5.23% | 5.66% | -1.87% | -10.65% | 0.75% | -17.74% |
| 2022 | -14.38% | 9.62% | 0.95% | -2.68% | 5.59% | -4.62% | 7.93% | 8.98% | -4.70% | 3.02% | 6.56% | -1.38% | 12.72% |
| 2021 | 6.92% | 8.46% | -3.70% | -3.00% | 15.94% | 0.34% | 1.97% | 6.05% | -0.72% | -7.17% | 5.03% | 2.31% | 34.96% |
| 2020 | -19.77% | -15.35% | -7.40% | 1.20% | -4.83% | 8.49% | 3.05% | -14.35% | -2.51% | 2.57% | -6.32% | 9.43% | -40.54% |
| 2019 | 4.39% | -3.04% | 0.84% | 15.20% | -12.50% | -0.86% | 18.63% | 5.88% | 0.15% | -5.38% | 6.43% | -13.16% | 12.21% |
| 2018 | 7.27% | 2.22% | -2.82% | 13.11% | -13.06% | 4.89% | 5.92% | 5.70% | -9.39% | -13.55% | -6.42% | 4.59% | -5.64% |
| 2017 | 8.89% | 2.41% | 3.79% | -1.88% | 8.50% | 1.08% | -7.45% | 19.98% | -5.46% | 14.32% | 0.51% | 1.46% | 52.43% |
| 2016 | 9.16% | 6.51% | 0.76% | -3.32% | 10.94% | -10.73% | 4.55% | 17.63% | -1.69% | -2.72% | 0.47% | -1.02% | 31.19% |
| 2015 | 3.14% | 10.37% | -4.65% | 8.79% | -3.41% | -7.25% | 15.63% | 3.29% | 11.60% | 9.84% | 6.92% | 9.64% | 81.57% |
| 2014 | -24.48% | 7.91% | -8.79% | 7.93% | 36.48% | -3.65% | 0.60% | 1.39% | -15.88% | 9.67% | 1.94% | 0.63% | 1.83% |
| 2013 | 1.28% | 11.58% | 8.50% | 2.64% | 4.11% | -4.28% | -18.04% | -0.21% | -5.73% | 6.33% | 4.47% | -1.83% | 5.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TWE.AX is 43, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Treasury Wine Estates Limited (TWE.AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Treasury Wine Estates Limited granted a 3.21% dividend yield in the last twelve months. The annual payout for that period amounted to A$0.36 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | A$0.36 | A$0.35 | A$0.31 | A$0.28 | A$0.28 | A$0.38 | A$0.32 | A$0.26 | A$0.20 | A$0.14 | A$0.13 | A$0.13 |
Dividend yield | 3.21% | 3.21% | 2.28% | 2.26% | 2.98% | 2.34% | 2.16% | 1.63% | 1.87% | 1.66% | 2.73% | 2.70% |
Monthly Dividends
The table displays the monthly dividend distributions for Treasury Wine Estates 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | A$0.00 | A$0.00 | A$0.17 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.19 | A$0.00 | A$0.36 | |||
| 2023 | A$0.00 | A$0.00 | A$0.18 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.17 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.35 |
| 2022 | A$0.00 | A$0.00 | A$0.15 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.16 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.31 |
| 2021 | A$0.00 | A$0.00 | A$0.15 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.13 | A$0.00 | A$0.00 | A$0.00 | A$0.28 |
| 2020 | A$0.00 | A$0.00 | A$0.20 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.08 | A$0.00 | A$0.00 | A$0.00 | A$0.28 |
| 2019 | A$0.00 | A$0.00 | A$0.18 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.20 | A$0.00 | A$0.00 | A$0.00 | A$0.38 |
| 2018 | A$0.00 | A$0.00 | A$0.15 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.17 | A$0.00 | A$0.00 | A$0.00 | A$0.32 |
| 2017 | A$0.00 | A$0.00 | A$0.13 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.13 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.26 |
| 2016 | A$0.00 | A$0.00 | A$0.08 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.12 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.20 |
| 2015 | A$0.00 | A$0.00 | A$0.06 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.08 | A$0.00 | A$0.00 | A$0.00 | A$0.14 |
| 2014 | A$0.00 | A$0.06 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.07 | A$0.00 | A$0.00 | A$0.00 | A$0.13 |
| 2013 | A$0.06 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.07 | A$0.00 | A$0.00 | A$0.00 | A$0.13 |
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 Treasury Wine Estates 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 Treasury Wine Estates Limited was 57.51%, occurring on Nov 5, 2020. The portfolio has not yet recovered.
The current Treasury Wine Estates Limited drawdown is 32.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.51% | Sep 4, 2018 | 553 | Nov 5, 2020 | — | — | — |
| -45.85% | May 20, 2013 | 183 | Feb 5, 2014 | 389 | Aug 19, 2015 | 572 |
| -19.51% | May 10, 2018 | 10 | May 23, 2018 | 72 | Sep 3, 2018 | 82 |
| -17.16% | Jul 5, 2011 | 25 | Aug 8, 2011 | 35 | Sep 26, 2011 | 60 |
| -16.18% | Oct 22, 2012 | 68 | Jan 29, 2013 | 23 | Mar 1, 2013 | 91 |
Volatility
Volatility Chart
The current Treasury Wine Estates Limited volatility is 5.30%, 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 Treasury Wine Estates Limited compared to its peers in the Beverages - Wineries & Distilleries industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for TWE.AX in comparison to other companies of the Beverages - Wineries & Distilleries industry. Currently, TWE.AX has a PE value of 85.0. 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 TWE.AX in comparison to other companies of the Beverages - Wineries & Distilleries industry. Currently, TWE.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 Treasury Wine Estates 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 | — |
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| 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 | — |