Loading...

We've got a brand new version of Simply Wall St! Try it out

Foley Family Wines

NZSE:FWL
Snowflake Description

Mediocre balance sheet with questionable track record.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
FWL
NZSE
NZ$105M
Market Cap
  1. Home
  2. NZ
  3. Food, Beverage & Tobacco
Company description

Foley Family Wines Limited, an integrated wine company, produces, markets, and sells wines in New Zealand. The last earnings update was 86 days ago. More info.


Add to Portfolio Compare Print
FWL Share Price and Events
7 Day Returns
-3%
NZSE:FWL
3.5%
Oceania Beverage
-0%
NZ Market
1 Year Returns
17.6%
NZSE:FWL
24.5%
Oceania Beverage
17.7%
NZ Market
FWL Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Foley Family Wines (FWL) -3% -9.6% -15.8% 17.6% 6.7% 6.7%
Oceania Beverage 3.5% 10.9% 1.6% 24.5% 44.8% 106.2%
NZ Market -0% -2.3% 0.5% 17.7% 35.2% 51.5%
1 Year Return vs Industry and Market
  • FWL underperformed the Beverage industry which returned 24.5% over the past year.
  • FWL matched the New Zealand Market (17.7%) over the past year.
Price Volatility
FWL
Industry
5yr Volatility vs Market

FWL Value

 Is Foley Family Wines undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Foley Family Wines to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Foley Family Wines.

NZSE:FWL Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model Dividend Discount Model
Dividend Per Share Company Filings (2019-06-30) in NZD NZ$ .030000
Payout Ratio Company Filings (2019-06-30) 5001.6%
Discount Rate (Cost of Equity) See below 7.1%
Perpetual Growth Rate 10-Year NZ Government Bond Rate 2.4%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for NZSE:FWL
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year NZ Govt Bond Rate 2.4%
Equity Risk Premium S&P Global 6%
Beverage Unlevered Beta Simply Wall St/ S&P Global 0.5
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.504 (1 + (1- 28%) (48.27%))
0.576
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
0.8
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 2.37% + (0.8 * 5.96%)
7.14%

Discounted Cash Flow Calculation for NZSE:FWL using Dividend Discount Model Model

The calculations below outline how an intrinsic value for Foley Family Wines is arrived at by discounting future dividends to their present value. This approach is used for finance firms where free cash flow is difficult to estimate (e.g. Banks/ Insurance firms).

If the firm does not pay the majority of its earnings out as a dividend this method will often arrive at a value significantly lower than the share price.

See our documentation to learn about this calculation.

NZSE:FWL Gordon Growth Model
Calculation Result
Value per share = Expected dividends per share / (Discount Rate - Perpetual growth rate)
= NZ$0.03 / (7.14% - 2.37%)
NZ$0.55
NZSE:FWL Discount to Share Price
Calculation Result
Value per share (NZD) From above. NZ$0.55
Current discount Discount to share price of NZ$1.60
= -1 x (NZ$1.60 - NZ$0.55) / NZ$0.55
-190%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

  • The current share price of Foley Family Wines is above its future cash flow value.
Often investors are willing to pay a premium for a company that has a high dividend or the potential for future growth.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Foley Family Wines's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Foley Family Wines's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NZSE:FWL PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-06-30) in NZD NZ$0.06
NZSE:FWL Share Price ** NZSE (2019-11-19) in NZD NZ$1.6
Oceania Beverage Industry PE Ratio Median Figure of 6 Publicly-Listed Beverage Companies 25.62x
New Zealand Market PE Ratio Median Figure of 87 Publicly-Listed Companies 18.55x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Foley Family Wines.

NZSE:FWL PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NZSE:FWL Share Price ÷ EPS (both in NZD)

= 1.6 ÷ 0.06

27.18x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Foley Family Wines is overvalued based on earnings compared to the Oceania Beverage industry average.
  • Foley Family Wines is overvalued based on earnings compared to the New Zealand market.
Price based on expected Growth
Does Foley Family Wines's expected growth come at a high price?
Raw Data
NZSE:FWL PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 27.18x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 0 Analysts
Not available
Oceania Beverage Industry PEG Ratio Median Figure of 5 Publicly-Listed Beverage Companies 1.77x
New Zealand Market PEG Ratio Median Figure of 60 Publicly-Listed Companies 1.42x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for Foley Family Wines, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Foley Family Wines's assets?
Raw Data
NZSE:FWL PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-06-30) in NZD NZ$1.81
NZSE:FWL Share Price * NZSE (2019-11-19) in NZD NZ$1.6
Oceania Beverage Industry PB Ratio Median Figure of 11 Publicly-Listed Beverage Companies 2.44x
New Zealand Market PB Ratio Median Figure of 118 Publicly-Listed Companies 1.52x
NZSE:FWL PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NZSE:FWL Share Price ÷ Book Value per Share (both in NZD)

= 1.6 ÷ 1.81

0.88x

* Primary Listing of Foley Family Wines.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Foley Family Wines is good value based on assets compared to the Oceania Beverage industry average.
X
Value checks
We assess Foley Family Wines's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Beverage industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Beverage industry average (and greater than 0)? (1 check)
  5. Foley Family Wines has a total score of 1/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

FWL Future Performance

 How is Foley Family Wines expected to perform in the next 1 to 3 years based on estimates from 0 analysts?

In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Foley Family Wines has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have past financial data. You can see them here.

Show me the analysis anyway

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
13.3%
Expected Beverage industry annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Foley Family Wines expected to grow at an attractive rate?
  • Unable to compare Foley Family Wines's earnings growth to the low risk savings rate as no estimate data is available.
Growth vs Market Checks
  • Unable to compare Foley Family Wines's earnings growth to the New Zealand market average as no estimate data is available.
  • Unable to compare Foley Family Wines's revenue growth to the New Zealand market average as no estimate data is available.
Annual Growth Rates Comparison
Raw Data
NZSE:FWL Future Growth Rates Data Sources
Data Point Source Value (per year)
Oceania Beverage Industry Earnings Growth Rate Market Cap Weighted Average 13.3%
Oceania Beverage Industry Revenue Growth Rate Market Cap Weighted Average 7.4%
New Zealand Market Earnings Growth Rate Market Cap Weighted Average 7.7%
New Zealand Market Revenue Growth Rate Market Cap Weighted Average 4.8%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NZSE:FWL Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
All numbers in NZD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NZSE:FWL Past Financials Data
Date (Data in NZD Millions) Revenue Cash Flow Net Income *
2019-06-30 45 6 4
2019-03-31 43 3
2018-12-31 41 8 3
2018-09-30 40 8 2
2018-06-30 38 7 2
2018-03-31 38 3
2017-12-31 39 3 4
2017-09-30 37 3 3
2017-06-30 36 4 3
2017-03-31 33 3 3
2016-12-31 30 3 3
2016-09-30 31 3 4

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Unable to determine if Foley Family Wines is high growth as no earnings estimate data is available.
  • Unable to determine if Foley Family Wines is high growth as no revenue estimate data is available.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NZSE:FWL Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below

All data from Foley Family Wines Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NZSE:FWL Past Financials Data
Date (Data in NZD Millions) EPS *
2019-06-30 0.06
2019-03-31 0.06
2018-12-31 0.06
2018-09-30 0.05
2018-06-30 0.03
2018-03-31 0.05
2017-12-31 0.07
2017-09-30 0.06
2017-06-30 0.06
2017-03-31 0.06
2016-12-31 0.06
2016-09-30 0.08

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Unable to establish if Foley Family Wines will efficiently use shareholders’ funds in the future without estimates of Return on Equity.

Next steps:

  1. Foley Family Wines's future outlook can be gauged by looking at industry trends and market size, and determining how well-positioned the company is compared to its competitors. Take a look at other high-growth Food, Beverage & Tobacco companies here
  2. Foley Family Wines's competitive advantages and company strategy can generally be found in its financial reports archived here.
  3. Use fundamentals to screen for another stock to analyse from our database of over 75,000 companies worldwide
X
Future performance checks
We assess Foley Family Wines's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Oceania market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Oceania market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Foley Family Wines has a total score of 0/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

FWL Past Performance

  How has Foley Family Wines performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Foley Family Wines's growth in the last year to its industry (Beverage).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Foley Family Wines's year on year earnings growth rate was negative over the past 5 years, however the most recent earnings are above average.
  • Foley Family Wines's 1-year earnings growth exceeds its 5-year average (94.9% vs -1.9%)
  • Foley Family Wines's earnings growth has exceeded the Oceania Beverage industry average in the past year (94.9% vs 11%).
Earnings and Revenue History
Foley Family Wines's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Foley Family Wines Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NZSE:FWL Past Revenue, Cash Flow and Net Income Data
Date (Data in NZD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-06-30 44.72 3.52 8.35
2019-03-31 43.09 3.35 7.84
2018-12-31 41.47 3.18 7.33
2018-09-30 39.85 2.49 7.27
2018-06-30 38.24 1.81 7.21
2018-03-31 38.45 2.74 7.13
2017-12-31 38.66 3.68 7.04
2017-09-30 37.15 3.37 6.66
2017-06-30 35.64 3.06 6.27
2017-03-31 32.83 3.03 6.08
2016-12-31 30.03 3.00 5.89
2016-09-30 31.13 3.98 5.91
2016-06-30 32.22 4.96 5.94
2016-03-31 34.11 3.72 5.88
2015-12-31 35.99 2.48 5.82
2015-09-30 35.04 1.86 5.82
2015-06-30 34.10 1.25 5.82
2015-03-31 32.79 2.48 5.61
2014-12-31 31.48 3.71 5.39
2014-09-30 29.91 4.03 5.16
2014-06-30 28.33 4.34 4.93
2014-03-31 26.76 3.39 4.30
2013-12-31 25.18 2.43 3.67
2013-09-30 26.72 2.08 4.07
2013-06-30 28.26 1.73 4.48
2012-12-31 27.63 -0.14 5.83

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Foley Family Wines has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Foley Family Wines used its assets less efficiently than the Oceania Beverage industry average last year based on Return on Assets.
  • Foley Family Wines's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Foley Family Wines's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Beverage industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Foley Family Wines has a total score of 2/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

FWL Health

 How is Foley Family Wines's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Foley Family Wines's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Foley Family Wines is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Foley Family Wines's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Foley Family Wines's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is covered by short term assets, assets are 1.2x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Foley Family Wines Company Filings, last reported 4 months ago.

NZSE:FWL Past Debt and Equity Data
Date (Data in NZD Millions) Total Equity Total Debt Cash & Short Term Investments
2019-06-30 119.31 50.77 3.54
2019-03-31 119.31 50.77 3.54
2018-12-31 114.56 19.40 24.55
2018-09-30 114.56 19.40 24.55
2018-06-30 94.48 19.92 2.77
2018-03-31 94.48 19.92 2.77
2017-12-31 89.88 20.44 1.62
2017-09-30 89.88 20.44 1.62
2017-06-30 91.14 20.95 0.45
2017-03-31 91.14 20.95 0.45
2016-12-31 85.04 21.47 3.88
2016-09-30 85.04 21.47 3.88
2016-06-30 86.93 21.99 2.34
2016-03-31 86.93 21.99 2.34
2015-12-31 81.22 22.49 5.42
2015-09-30 81.22 22.49 5.42
2015-06-30 80.63 23.11 4.29
2015-03-31 80.63 23.11 4.29
2014-12-31 78.64 23.48 2.41
2014-09-30 78.64 23.48 2.41
2014-06-30 78.24 23.86 4.13
2014-03-31 78.24 23.86 4.13
2013-12-31 61.58 24.33 0.75
2013-09-30 61.58 24.33 0.75
2013-06-30 60.54 24.90 2.26
2012-12-31 57.35 24.84 5.14
  • Foley Family Wines's level of debt (42.5%) compared to net worth is high (greater than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (30.5% vs 42.5% today).
  • Debt is not well covered by operating cash flow (12.6%, less than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 4.7x coverage).
X
Financial health checks
We assess Foley Family Wines's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Foley Family Wines has a total score of 3/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

FWL Dividends

 What is Foley Family Wines's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
1.88%
Current annual income from Foley Family Wines dividends.
If you bought NZ$2,000 of Foley Family Wines shares you are expected to receive NZ$38 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Foley Family Wines's pays a lower dividend yield than the bottom 25% of dividend payers in New Zealand (3.07%).
  • Foley Family Wines's dividend is below the markets top 25% of dividend payers in New Zealand (5.62%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NZSE:FWL Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
Oceania Beverage Industry Average Dividend Yield Market Cap Weighted Average of 5 Stocks 2.9%
New Zealand Market Average Dividend Yield Market Cap Weighted Average of 73 Stocks 3.7%
New Zealand Minimum Threshold Dividend Yield 10th Percentile 1.9%
New Zealand Bottom 25% Dividend Yield 25th Percentile 3.1%
New Zealand Top 25% Dividend Yield 75th Percentile 5.6%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NZSE:FWL Past Annualized Dividends Data
Date (Data in NZ$) Dividend per share (annual) Avg. Yield (%)
2019-08-27 0.030 1.698
2018-08-24 0.030 1.827
2017-08-30 0.030 2.036
2016-08-30 0.030 2.177
2015-09-01 0.020 1.372

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Foley Family Wines is not paying a notable dividend for New Zealand, therefore no need to check if the payments are stable.
  • Foley Family Wines is not paying a notable dividend for New Zealand, therefore no need to check if the payments are increasing.
Current Payout to shareholders
What portion of Foley Family Wines's earnings are paid to the shareholders as a dividend.
  • No need to calculate the sustainability of Foley Family Wines's dividends as it is not paying a notable one for New Zealand.
Future Payout to shareholders
  • Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
X
Income/ dividend checks
We assess Foley Family Wines's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1.9%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Foley Family Wines afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Foley Family Wines has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

FWL Management

 What is the CEO of Foley Family Wines's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Antony Turnbull
COMPENSATION NZ$0
TENURE AS CEO 7.2 years
CEO Bio

Mr. Antony Mark Turnbull has been the Chief Executive Officer of Foley Family Wines Limited since September 2012. Mr. Turnbull served as the Chief Executive Officer of The New Zealand Wine Company Limited since September 1, 2012. He started his career as an accountant with Ernst and Young. He served as Managing Partner of the brand consultancy Designworks for 18 years. Mr. Turnbull served as Chairman of the New Zealand Wine Fund. He has been an Executive Director of Foley Family Wines Limited since September 2012. In 2011, Mr. Turnbull had a sabbatical year and attended London Business School where he completed a Masters of Science in Leadership and Strategy with Distinction. He is a Chartered Accountant with the New Zealand Institute of Chartered Accountants.

CEO Compensation
  • Insufficient data for Antony to compare compensation growth.
  • Insufficient data for Antony to establish whether their remuneration is reasonable compared to companies of similar size in New Zealand.
Management Team

Antony Turnbull

TITLE
CEO & Executive Director
TENURE
7.2 yrs

Jane Trought

TITLE
Chief Financial Officer

Alastair Maling

TITLE
Chief Group Winemaker & Head of Viticulture
TENURE
4.5 yrs
Board of Directors Tenure

Average tenure of the Foley Family Wines board of directors in years:

7.1
Average Tenure
  • The tenure for the Foley Family Wines board of directors is about average.
Board of Directors

Bill Foley

TITLE
Chairman
COMPENSATION
NZ$100K
AGE
74
TENURE
7.1 yrs

Antony Turnbull

TITLE
CEO & Executive Director
TENURE
7.2 yrs

Paul Brock

TITLE
Deputy Chairman of the Board

Grant Graham

TITLE
Non-Executive Independent Director
TENURE
0.8 yrs

Tony Anselmi

TITLE
Non-Executive Independent Director
COMPENSATION
NZ$35K
TENURE
7.2 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month open market individual insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (NZ$) Value (NZ$)
X
Management checks
We assess Foley Family Wines's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Foley Family Wines has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

FWL News

Simply Wall St News

Do Insiders Own Lots Of Shares In Foley Family Wines Limited (NZSE:FWL)?

Check out our latest analysis for Foley Family Wines NZSE:FWL Ownership Summary, August 28th 2019 What Does The Institutional Ownership Tell Us About Foley Family Wines? … Insider Ownership Of Foley Family Wines While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. … Private Company Ownership Our data indicates that Private Companies hold 55%, of the company's shares.

Simply Wall St -

Should We Be Cautious About Foley Family Wines Limited's (NZSE:FWL) ROE Of 2.8%?

The formula for ROE is: Return on Equity = Net Profit ÷ Shareholders' Equity Or for Foley Family Wines: 2.8% = NZ$3.2m ÷ NZ$115m (Based on the trailing twelve months to December 2018.) Most readers would understand what net profit is, but it’s worth explaining the concept of shareholders’ equity. … Combining Foley Family Wines's Debt And Its 2.8% Return On Equity While Foley Family Wines does have some debt, with debt to equity of just 0.17, we wouldn't say debt is excessive. … A company that can achieve a high return on equity without debt could be considered a high quality business.

Simply Wall St -

Is Foley Family Wines (NZSE:FWL) Using Too Much Debt?

We note that Foley Family Wines Limited (NZSE:FWL) does have debt on its balance sheet. … NZSE:FWL Historical Debt, July 20th 2019 How Healthy Is Foley Family Wines's Balance Sheet? … Foley Family Wines may have net cash on the balance sheet, but it is still interesting to look at how well the business converts its earnings before interest and tax (EBIT) to free cash flow, because that will influence both its need for, and its capacity to manage debt.

Simply Wall St -

The Foley Family Wines (NZSE:FWL) Share Price Has Gained 32% And Shareholders Are Hoping For More

To wit, the Foley Family Wines Limited (NZSE:FWL) share price is 32% higher than it was a year ago, much better than the market return of around 11% (not including dividends) in the same period. … As it happens, Foley Family Wines's TSR for the last year was 36%, which exceeds the share price return mentioned earlier. … A Different Perspective It's nice to see that Foley Family Wines shareholders have received a total shareholder return of 36% over the last year.

Simply Wall St -

Why Foley Family Wines Limited’s (NZSE:FWL) Use Of Investor Capital Doesn’t Look Great

The formula for calculating the return on capital employed is: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) Or for Foley Family Wines: 0.047 = NZ$6.3m ÷ (NZ$148m - NZ$14m) (Based on the trailing twelve months to December 2018.) Therefore, Foley Family Wines has an ROCE of 4.7%. … Do Foley Family Wines's Current Liabilities Skew Its ROCE? … Foley Family Wines has a low level of current liabilities, which have a negligible impact on its already low ROCE.

Simply Wall St -

Can Foley Family Wines Limited (NZSE:FWL) Improve Its Returns?

While some investors are already well versed in financial metrics (hat tip), this article is for those who would like to learn about Return On Equity (ROE) and why it is important. … Another way to think of that is that for every NZ$1 worth of equity in the company, it was able to earn NZ$0.028. … Return on Equity = Net Profit ÷ Shareholders' Equity

Simply Wall St -

What Kind Of Shareholder Owns Most Foley Family Wines Limited (NZSE:FWL) Stock?

Every investor in Foley Family Wines Limited (NZSE:FWL) should be aware of the most powerful shareholder groups. … With a market capitalization of NZ$118m, Foley Family Wines is a small cap stock, so it might not be well known by many institutional investors. … See our latest analysis for Foley Family Wines

Simply Wall St -

Is Foley Family Wines Limited (NZSE:FWL) A Good Dividend Stock?

Foley Family Wines Limited (NZSE:FWL) has recently paid dividends to shareholders, and currently yields 1.7%. … Let's dig deeper into whether Foley Family Wines should have a place in your portfolio. … View our latest analysis for Foley Family Wines

Simply Wall St -

The Foley Family Wines (NZSE:FWL) Share Price Has Gained 24% And Shareholders Are Hoping For More

For example, the Foley Family Wines Limited (NZSE:FWL) share price is up 24% in the last three years, slightly above the market return. … One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). … Foley Family Wines was able to grow its EPS at 8.1% per year over three years, sending the share price higher.

Simply Wall St -

Should Foley Family Wines Limited’s (NZSE:FWL) Weak Investment Returns Worry You?

Specifically, we're going to calculate its Return On Capital Employed (ROCE), in the hopes of getting some insight into the business. … Return On Capital Employed (ROCE): What is it? … ROCE measures the 'return' (pre-tax profit) a company generates from capital employed in its business.

Simply Wall St -

FWL Company Info

Description

Foley Family Wines Limited, an integrated wine company, produces, markets, and sells wines in New Zealand. It offers wines under the Grove Mill, Vavasour, Clifford Bay, Dashwood, Goldwater, and Te Kairanga brands. The company also exports its products. Foley Family Wines Limited is headquartered in Blenheim, New Zealand. Foley Family Wines Limited is a subsidiary of Foley Family Wines Holdings, New Zealand Limited.

Details
Name: Foley Family Wines Limited
FWL
Exchange: NZSE
Founded:
NZ$105,177,836
65,736,148
Website: http://www.nzwineco.co.nz
Address: Foley Family Wines Limited
13 Waihopai Valley Road,
Road 6,
Blenheim,
7276,
New Zealand
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NZSE FWL Ordinary Shares New Zealand Stock Exchange NZ NZD 05. Sep 2012
Number of employees
Current staff
Staff numbers
0
Foley Family Wines employees.
Industry
Distillers and Vintners
Food, Beverage & Tobacco
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/11/21 10:35
End of day share price update: 2019/11/19 00:00
Last earnings filing: 2019/08/27
Last earnings reported: 2019/06/30
Last annual earnings reported: 2019/06/30


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.