Elders Limited (EDESY) AI Stock Analysis

• Market Cap: $1.11B
• Dividend Yield: 5.78%
• Average Volume (3M): 0.00
• Price to Earnings (P/E): 29.5
• Beta (1Y): 0.66
• Revenue Growth: -0.17%
• EPS Growth: -5.25%
• Country: US
• Employees: 2,884
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Agricultural Farm Products
• EPS (TTM): 0.28
• Shares Outstanding: 42,895,750
• 10 Day Avg. Volume: 0
• 30 Day Avg. Volume: 0
• PEG Ratio: -6.14
• Price to Book (P/B): 1.02
• Price to Sales (P/S): 0.35
• P/FCF Ratio: 13.02
• Enterprise Value/Market Cap: 1.71
• Enterprise Value/Revenue: 0.59
• Enterprise Value/Gross Profit: 2.89
• Enterprise Value/Ebitda: 10.62
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 68 Neutral
• Price Target: $28.00 ▲(14.05% Upside)
• Action: Reiterated Date: 12/11/25
• Date: Action: Reiterated 12/11/25

Elders Limited's strong cash flow management and positive earnings call sentiment are significant strengths. However, challenges in revenue growth, profitability, and valuation concerns weigh on the overall score. The technical indicators suggest a neutral market position, while the attractive dividend yield provides some support.

Positive Factors

Cash generation

Elders has demonstrated strong free cash flow growth and a healthy operating-cash-flow-to-net-income conversion. Durable cash generation improves funding for capital projects, acquisitions and dividend support, lowering reliance on external debt and sustaining flexibility over the next 2–6 months.

Strategic acquisition

The Delta Agribusiness acquisition brings AgTech capability and geographic diversification with an expected $12m EBIT synergy over three years. That strategic M&A enhances longer-term revenue mix and technical capability, supporting sustainable earnings improvement and operational scale.

Service network and recurring demand

Elders' national branch network and integrated agronomy, retail and agency services generate recurring customer relationships. Advisory-led input sales and livestock agency commissions create durable revenue streams resilient to local variability, supporting stable cash flows and customer retention.

Negative Factors

Revenue trend

A recent negative revenue growth rate indicates structural top-line pressure. Sustained revenue declines reduce operating leverage, constrain reinvestment capacity and could limit the company's ability to fund transformational projects or absorb future seasonal headwinds over the coming months.

Margin pressure in crop inputs

A 9% decline in crop protection gross profit reflects pricing, product mix or seasonal impacts. Persistent margin compression in a core product category undermines overall profitability and free cash flow sustainability, making margin recovery a critical medium-term structural challenge.

Goodwill impairments and operational setbacks

Goodwill impairments tied to agent losses and integration challenges signal execution risk and possible overpayment or underperformance of past investments. Combined with higher lost-time injuries, these issues can erode returns on equity and increase operating costs over several quarters.

Elders Limited Business Overview & Revenue Model

Company Description

Elders Limited provides agricultural products and services to rural and regional customers primarily in Australia. The company operates through Branch Network, Wholesale Products, and Feed and Processing Services segments. It offers rural farm inputs, such as fertilizers, seeds, agricultural chemicals, animal health products, and general rural merchandise, as well as professional production and cropping advisory services; and provides retail services through corporate owned stores and through the Tucker Pet and Produce brand to independently owned member stores. The company also provides on-farm sales to third parties, regular physical, and online public livestock auctions, as well as directly sells through its owned and third-party feedlots and livestock exporters; agency services for the sale of greasy wool; and brokering services for wool growers. In addition, it offers farms, stations, and lifestyle estates marketing; residential real estate agency and property management; and water and home loan broking services. Further, the company provides a range of banking and insurance products and services; and operates AuctionsPlus, an online livestock auction platform. Additionally, it operates a beef cattle feedlot; and imports, processes, and distributes Australian meat in China. The company was founded in 1839 and is headquartered in Adelaide, Australia.

How the Company Makes Money

Elders Limited generates revenue primarily through its various segments, including livestock and rural services, agronomy, and real estate. The company earns money by facilitating the sale of livestock, providing agricultural products and services to farmers, and offering real estate services for rural properties. Key revenue streams include commissions from livestock sales, sales of agricultural inputs such as fertilizers and chemicals, and fees from real estate transactions. Additionally, Elders benefits from partnerships with suppliers and other stakeholders in the agricultural sector, which enhance its service offerings and market reach.

Elders Limited Financial Statement Overview

Summary

Elders Limited faces challenges in revenue growth and profitability, as reflected in the income statement metrics. However, the balance sheet shows a stable financial position with moderate leverage. The cash flow statement indicates strong cash generation and management, which is a positive sign for future financial flexibility.

Income Statement

Elders Limited has shown a declining revenue trend over the past few years, with a negative revenue growth rate in the most recent period. The gross profit margin has been relatively stable, but the net profit margin has decreased, indicating pressure on profitability. The EBIT and EBITDA margins have also shown a downward trend, reflecting operational challenges.

Balance Sheet

The company maintains a moderate debt-to-equity ratio, suggesting a balanced approach to leveraging. However, the return on equity has decreased over time, indicating reduced efficiency in generating profits from shareholders' equity. The equity ratio remains stable, providing a solid foundation for financial stability.

Cash Flow

Elders Limited has demonstrated strong free cash flow growth, indicating improved cash generation capabilities. The operating cash flow to net income ratio is healthy, suggesting efficient cash conversion from earnings. The free cash flow to net income ratio is robust, highlighting strong cash flow management.

Breakdown	Sep 2025	Sep 2024	Sep 2023	Sep 2022	Sep 2021
Income Statement
Total Revenue	3.19B	3.12B	3.32B	3.43B	2.54B
Gross Profit	654.17M	610.76M	604.84M	628.37M	508.29M
EBITDA	177.91M	170.81M	216.13M	290.83M	205.02M
Net Income	50.29M	45.08M	100.84M	162.87M	149.78M
Balance Sheet
Total Assets	2.54B	2.33B	2.07B	2.02B	1.80B
Cash, Cash Equivalents and Short-Term Investments	46.73M	40.21M	21.48M	17.84M	48.06M
Total Debt	594.13M	730.72M	484.79M	302.75M	264.94M
Total Liabilities	1.45B	1.48B	1.21B	1.16B	1.02B
Stockholders Equity	1.08B	840.72M	862.48M	854.86M	775.42M
Cash Flow
Free Cash Flow	84.67M	35.59M	121.48M	184.94M	133.93M
Operating Cash Flow	117.89M	82.95M	169.24M	210.11M	142.16M
Investing Cash Flow	-77.94M	-150.94M	-132.15M	-45.14M	-35.49M
Financing Cash Flow	-33.43M	86.72M	-33.45M	-98.75M	-109.34M

Elders Limited Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 24.55
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For EDESY, the sentiment is Positive. The current price of 24.55 is below the 20-day moving average (MA) of 25.39, below the 50-day MA of 24.63, and above the 200-day MA of 23.05, indicating a bullish trend. The MACD of 0.28 indicates Negative momentum. The RSI at 56.46 is Neutral, neither overbought nor oversold. The STOCH value of 83.31 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EDESY.

Elders Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
FDP	70 Outperform	$2.03B	22.79	4.53%	3.34%	1.11%	414.23%
EDESY	68 Neutral	$1.11B	29.52	4.97%	5.78%	-0.17%	-5.25%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
ALCO	62 Neutral	$316.07M	-2.23	-83.19%	0.55%	-5.52%	-2194.72%
DOLE	59 Neutral	$1.53B	30.26	7.32%	2.23%	7.09%	-83.75%
AGRO	52 Neutral	$1.26B	38.03	1.69%	4.40%	-7.37%	-84.53%
LND	49 Neutral	$413.03M	-594.37	-1.12%	3.39%	-3.22%	-108.24%