-1.13%
15.23%
20.29%
23.45%
19.81%
4.60%
3.27%
AI Spotlight on MOWI
Company Description
Mowi ASA, a seafood company, produces and supplies farmed salmon products worldwide.The company operates through three segments: Feed, Farming, and Sales and Marketing.It is involved in the salmon feed production, salmon farming and primary processing, and seafood secondary processing activities.
The company offers whole gutted fish, including Label Rouge and organic salmon; and white fish and other seafood products, as well as fillets, steaks, cutlets, portions, loins, kebabs, and steak combos.It also provides value added products, such as breaded, pre-fried, dusted, marinated, grilled, battered, topped, filled with sauce, delicatessen, fresh fish ready meal, and smoked fish products.The company offers its products under the Mowi, Mowi Salmon, Donegal Silver, Admiral's, Pieters, Laschinger, Kritsen, Ducktrap River, Harbour Salmon Co., Rebel Fish, Supreme Salmon, Olav's, Northern Harvest, and Mowi Nutrition brand names.
The company was formerly known as Marine Harvest ASA and changed its name to Mowi ASA in December 2018.Mowi ASA was founded in 1964 and is headquartered in Bergen, Norway.
Market Data
| Last Price | 227.4 |
| Change Percentage | -1.13% |
| Open | 228.1 |
| Previous Close | 230 |
| Market Cap ( Millions) | 117591 |
| Volume | 494532 |
| Year High | 229.9 |
| Year Low | 171.2 |
| M A 50 | 202.36 |
| M A 200 | 191.16 |
Financial Ratios
| FCF Yield | 5.30% |
| Dividend Yield | 2.90% |
| ROE | 11.77% |
| Debt / Equity | 68.42% |
| Net Debt / EBIDTA | 211.80% |
| Price To Book | 2.76 |
| Price Earnings Ratio | 23.31 |
| Price To FCF | 18.88 |
| Price To sales | 1.82 |
| EV / EBITDA | 11.28 |
News
- Jan -30 - Mowi increases ownership of Nova Sea from 49% to 95%
- Jan -16 - Mowi ASA (OSE:MOWI): Q4 2024 Trading update
- Jan -15 - Insiders Back These 3 Promising Growth Stocks
- Jan -02 - Top Dividend Stocks To Consider In January 2025
- Dec -12 - Is Marine Harvest ASA (MHGVY) Stock Outpacing Its Consumer Staples Peers This Year?
- Nov -22 - 3 Reliable Dividend Stocks Offering Up To 8% Yield
- Nov -13 - 3 Growth Companies Insiders Own With Revenue Growth Up To 24%
- Nov -07 - Mowi ASA (MHGVY) Q3 2024 Earnings Call Highlights: Record Revenues and Strategic Growth Plans ...
- Nov -06 - Record-high revenues and volumes for Mowi in the third quarter
- Oct -24 - MOWI: Ole-Eirik Lerøy to step down as Chairman
- Oct -16 - 3 Growth Companies With Insider Ownership Up To 20%
- Oct -15 - Mowi ASA (OSE:MOWI): Q3 2024 Trading update
- Oct -09 - Mowi ASA (MHGVY) Q2 2024 Earnings Call Highlights: Strong Financial Performance Amidst Industry ...
- Sep -26 - Capital Markets Day: Mowi is positioning itself for continued volume growth and further cost improvement
- Sep -17 - 3 High Growth Companies With Strong Insider Ownership
- Aug -26 - Mowi ASA (OSE: MOWI): Exercise of senior executive share options/purchase of own shares
- Aug -21 - Share purchase by Mowi ASA’s Board members
- Aug -21 - Strong operational second quarter for Mowi
- Aug -16 - Three Elite Growth Companies With Significant Insider Ownership
- Jul -18 - Three Growth Companies With At Least 14% Insider Ownership
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Consumer Products
Expected Growth : 5 %
What the company do ?
Mowi ASA's Consumer Products segment offers a range of branded and private label seafood products, including smoked salmon, fresh and frozen fish, and value-added seafood products.
Why we expect these perspectives ?
Mowi ASA's Consumer Products segment growth is driven by increasing demand for sustainable and healthy seafood, expanding distribution channels, and strategic acquisitions. Additionally, the company's focus on product innovation, such as value-added and ready-to-eat products, contributes to growth. Furthermore, Mowi's strong brand portfolio and efficient supply chain management also support the segment's growth.
Segment n°2 -> Markets
Expected Growth : 4 %
What the company do ?
Mowi ASA's markets refer to the global sales channels and regions where the company operates, including Europe, Americas, and Asia, selling its seafood products to retailers, wholesalers, and foodservice providers.
Why we expect these perspectives ?
Mowi ASA's 4% growth is driven by increasing global demand for sustainable and healthy seafood, supported by rising consumer awareness of omega-3 benefits and growing popularity of plant-based diets. Additionally, the company's strategic expansion into new markets, cost-saving initiatives, and investments in aquaculture technology have contributed to its growth momentum.
Segment n°3 -> Farming
Expected Growth : 7 %
What the company do ?
Mowi ASA's farming segment involves breeding and cultivating salmon, trout, and other fish species in aquaculture facilities for human consumption.
Why we expect these perspectives ?
Mowi ASA's 7% growth in farming is driven by increasing global demand for salmon, improved operational efficiency, and strategic acquisitions. Additionally, the company's focus on sustainable and responsible aquaculture practices, as well as its strong market position, contribute to its growth momentum.
Segment n°4 -> Feed
Expected Growth : 5 %
What the company do ?
Mowi ASA's feed segment provides sustainable and nutritious feed for farmed fish, ensuring healthy growth and minimizing environmental impact.
Why we expect these perspectives ?
Mowi ASA's 5% growth is driven by increasing global demand for sustainable seafood, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on innovation, cost savings initiatives, and operational efficiencies contribute to its growth momentum.
Mowi Asa Products
| Product Range | What is it ? |
|---|---|
| Atlantic Salmon | Fresh and frozen Atlantic salmon fillets, portions, and whole fish, sold to retailers, wholesalers, and processors. |
| Value-Added Products | Prepared and processed seafood products, such as smoked salmon, gravlax, and marinated salmon. |
| Fish Feed | Nutritionally balanced feed for farmed fish, sold to fish farmers and aquaculture companies. |
| Recirculating Aquaculture Systems (RAS) | Land-based fish farming systems that recycle water and minimize waste, sold to fish farmers and aquaculture companies. |
| Fish Oil and Fishmeal | Nutritious fish oil and fishmeal products, sold to animal feed manufacturers and nutritional supplement companies. |
Mowi ASA's Porter Forces
Threat Of Substitutes
Mowi ASA operates in the aquaculture industry, which has a moderate threat of substitutes. While there are alternative sources of protein such as poultry and beef, salmon and other seafood products have a unique nutritional profile and taste that is difficult to replicate.
Bargaining Power Of Customers
Mowi ASA's customers are primarily wholesalers, retailers, and foodservice companies. While these customers have some bargaining power, Mowi's strong brand recognition and high-quality products give the company a competitive advantage.
Bargaining Power Of Suppliers
Mowi ASA relies on a network of suppliers for feed, equipment, and other inputs. While suppliers have some bargaining power, Mowi's scale and vertical integration mitigate this risk.
Threat Of New Entrants
The aquaculture industry has significant barriers to entry, including high capital costs, regulatory hurdles, and the need for specialized expertise. This limits the threat of new entrants.
Intensity Of Rivalry
The aquaculture industry is highly competitive, with several large players competing for market share. Mowi ASA must continually innovate and improve its operations to maintain its market position.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 41.67% |
| Debt Cost | 8.39% |
| Equity Weight | 58.33% |
| Equity Cost | 8.39% |
| WACC | 8.39% |
| Leverage | 71.44% |
Mowi ASA : Quality Control
Mowi ASA passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| UIE.CO | UIE PLC invests in the agro-industrial sector, and industrial and technology businesses. The company primarily cultivates oil palm and coconuts, and processes palm oil. It operates in Malaysia, Indonesia, the … |
| BAKKA.OL | P/F Bakkafrost, together with its subsidiaries, produces and sells salmon products under the Bakkafrost and Havsbrún brands in North America, Western Europe, Eastern Europe, Asia, and internationally. It operates through … |
| SALM.OL | SalMar ASA, an aquaculture company, produces and sells farmed salmon in Asia, the United States, Canada, Norway, rest of Europe, and internationally. It is involved in the broodfish, lumpfish, and … |
| CALM | Cal-Maine Foods, Inc., together with its subsidiaries, produces, grades, packages, markets, and distributes shell eggs. The company offers specialty shell eggs, such as nutritionally enhanced, cage free, organic, and brown … |
| BB.PA | Société BIC SA manufactures and sells stationery, lighter, shaver, and other products worldwide. It offers ball and coloring felt pens, markers, sticky notes, leads, whiteboards, and correction tapes, as well … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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UIE
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Cal-Maine Foods
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BIC
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Mowi
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SalMar
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6
