FSF.NZ

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Fonterra Shareholders Fund · Financial Services · New Zealand · $504M · Avg Vol: $404K/d

Premium Grower: Strong business with the market behind it, but you are paying up for it.

70
StockRank
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Quality
58
Value
42
Momentum
64
P/E (TTM)
—
peers 12.1x
ROE
0.0%
peers 17.2%
D/E
—
peers 0.6x
Dividend %
33.7%
trailing yield
AI CONVICTION THESIS

Insufficient evidence for a screen-pass. Fonterra Shareholders Fund: fails the quant gate on value (Q58/V44/M68; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.

ABOUT FONTERRA SHAREHOLDERS FUND

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Fonterra Shareholders Fund is a unit trust. The fund is based in Auckland, New Zealand.

FINANCIAL SUMMARY (NZD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue-21.0M27.0M59.0M67.0M57.5%410.7M62.4M60.2M-5.2%
EPS (NZD)0.000.000.000.00—————
Shares107.4M107.4M107.4M107.4M-0.0%107.4M———
Debt7.4B————————
Equity324.0M379.0M424.0M014.4%————
Op CF21.0M27.0M113.0M67.0M47.2%62.6M———
Inv CF-517.0M—00—————
Fin CF-21.0M-27.0M-113.0M-67.0M—————
Loading 1Y...
PRICE (1Y)+19.0%
3.924.134.344.544.7514 Aug7 Sep25 Sep
SMA 50SMA 200

Close
$4.75
RSI (14)
76.0
52W High
$4.76
From 52W High
-0.2%

SCORE BREAKDOWN

Quality
58
ROIC (ROA)
36.0%*97.2
ROE
0.0%10.7
GP/Assets
54.9%96.8
Op. Margin
100.0%98.2
FCF/Assets
—N/A
Piotroski
353.1
Int. Cover
—N/A
D/E Ratio
—N/A
Current Ratio
—N/A
Value
42
P/E (TTM)
—N/A
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
1.0x59.4
P/S
2.2x72.1
Div Yield
33.7%99.8
Momentum
64
52W High %
100%98.0
RS 6M
29%91.5
SMA 50/200
1.10x74.4
EPS Rev 4W
-2.9%9.4
EPS Rev 12W
-3.6%16.9
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$504M
P/E (Forward)
12.8x
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of FSF.NZ are excluded.

TickerCompanyMkt CapStockRankSignal
FSF.NZFonterra Shareholders Fund(you)$504M70Buy
HGH.NZHeartland Group Holdings Limited$675M66Buy
TWR.AXTower Limited$385M75Buy
NZX.NZNZX Limited$281M62Hold
HMY.AXHarmoney Corp Limited$55M49Hold

Peer medians: ROE 17.2% · P/E 12.1x · Gross margin 28.3%

Company Deep Dive

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Fonterra Shareholders Fund (FSF.NZ): Stock Score Summary

Fonterra Shareholders Fund (FSF.NZ) has a MoatMap StockRank of 70/100 based on Quality (58/100), Value (42/100), and Momentum (64/100) factor scores. The current signal is BUY. Insufficient evidence for a screen-pass. Fonterra Shareholders Fund: fails the quant gate on value (Q58/V44/M68; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

Fonterra Shareholders Fund is a unit trust. The fund is based in Auckland, New Zealand.

Key Financial Metrics

Price$4.75
Market Cap$504M
P/E (Forward)12.75
Price/Book0.99
Return on Equity0.0%
Gross Margin100.0%
Operating Margin100.0%
Revenue Growth8.4%
Dividend Yield33.7%

Fonterra Shareholders Fund operates in the Asset Management industry, part of the Financial Services sector (New Zealand).

Frequently Asked Questions

What is Fonterra Shareholders Fund’s (FSF.NZ) StockRank?
MoatMap’s StockRank for Fonterra Shareholders Fund (FSF.NZ) is 70/100, with a Buy signal. It is a composite of Quality (58), Value (42), and Momentum (64) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Fonterra Shareholders Fund have an economic moat?
Fonterra Shareholders Fund (FSF.NZ) has a Quality factor score of 58/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Fonterra Shareholders Fund a buy, hold, or sell?
MoatMap’s current signal for Fonterra Shareholders Fund (FSF.NZ) is Buy, based on a StockRank of 70/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Fonterra Shareholders Fund in?
Fonterra Shareholders Fund (FSF.NZ) operates in the Financial Services sector, specifically the Asset Management industry (New Zealand).