Business Description
Fonterra Shareholders Fund
ISIN : NZFSFE0001S5
Total Employee Number:
19,608Description
Fonterra Shareholders Fund functions as a managed investment scheme that issues units to investors through which investors gain economic rights to Fonterra shares. The main purpose of the FSF is to allow public investors who are not milk-supplying farmers to invest indirectly in Fonterra's economic performance.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | N/A |
N/A
|
N/A
| |||
Equity-to-Asset | 1 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 5/9 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year FCF Growth Rate | 47.4 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | -4.55 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | -3.77 |
Momentum Rank
1/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 61.15 | |||||
9-Day RSI | 57.41 | |||||
14-Day RSI | 55.24 | |||||
3-1 Month Momentum % | -17.85 | |||||
6-1 Month Momentum % | -15.73 | |||||
12-1 Month Momentum % | 2.37 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 10.4 | |||||
3-Year Dividend Growth Rate | 45.8 | |||||
Forward Dividend Yield % | 11.1 | |||||
5-Year Yield-on-Cost % | 10.56 | |||||
Shareholder Yield % | 10.33 |
Profitability Rank
1/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
FCF Margin % | 92.54 | |||||
OCF Margin % | 92.54 | |||||
Years of Profitability over Past 10-Year | 3 | |||||
Moat Score | 6 | |||||
Tariff Resilience Score | 6 |
GF Value Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | N/A |
N/A
|
N/A
| |||
Forward PE Ratio | 11.21 | |||||
PE Ratio without NRI | N/A |
N/A
|
N/A
| |||
PS Ratio | 11.55 | |||||
PB Ratio | 0.88 | |||||
Price-to-Tangible-Book | 0.88 | |||||
Price-to-Free-Cash-Flow | 12.49 | |||||
Price-to-Operating-Cash-Flow | 12.49 | |||||
EV-to-Revenue | 11.56 | |||||
EV-to-FCF | 12.58 | |||||
Price-to-GF-Value | 0.93 | |||||
Price-to-Projected-FCF | 2.19 | |||||
FCF Yield % | 8.01 | |||||
Forward Rate of Return (Yacktman) % | 3.51 |
Fonterra Shareholders Fund Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Fonterra Shareholders Fund Stock Events
| Event | Date | Price (NZ$) | ||
|---|---|---|---|---|
| NZD 2.000000 Cash Dividend | 2026-04-08 | 8.40 (-0.24%) | ||
| NZD 0.400000 Cash Dividend | 2026-03-27 | 8.41 (-0.53%) | ||
| NZD 0.350000 Cash Dividend | 2025-10-01 | 8.35 (+4.77%) | ||
| NZD 0.220000 Cash Dividend | 2025-03-26 | 5.90 (-0.67%) | ||
| NZD 0.400000 Cash Dividend | 2024-10-01 | 4.97 (-0.20%) | ||
| 1.025:1 Stock Split | 2013-04-10 | 7.32 (+1.35%) |
Show
Entries
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Articles on Fonterra Shareholders Fund
No articles.
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