Sigma's revenue grew by 16% to AUD 10.9 billion in fiscal 2026, on a pro-forma basis. The core Chemist Warehouse network in Australia benefited from strong demand for weight loss drugs. Underlying EBIT increased by 21%, but shares fell 8% as the growth was still less than the market expected.
Sigma’s superior scale in pharmacy distribution is hard to replicate, and as a result, we think its relative cost advantages should persist.
The significant merger with Chemist Warehouse poses both execution and integration risk over the long term in achieving expected cost synergies.
|
Metric
|
SIG
|
EBO
|
CAH
|
|---|---|---|---|
Price/Earnings (Normalized) | 40.04 | 17.24 | 20.43 |
Price/Book Value | 5.99 | 1.16 | — |
Price/Sales | 2.76 | 0.24 | 0.21 |
Price/Cash Flow | 52.04 | 9.12 | 15.52 |
|
Metric
|
SIG
|
EBO
|
CAH
|
|---|---|---|---|
Quick Ratio | 1.04 | 0.64 | 0.43 |
Current Ratio | 1.67 | 1.16 | 0.88 |
Interest Coverage | 17.85 | 3.35 | 7.25 |
|
Metric
|
SIG
|
EBO
|
CAH
|
|---|---|---|---|
Return on Assets (Normalized) | 8.47% | 3.32% | 4.62% |
Return on Equity (Normalized) | 15.09% | 9.15% | — |
Return on Invested Capital (Normalized) | 11.18% | 7.46% | 46.33% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
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United States