Annolyse
BriefingsCompaniesScreenerInsightsPrinciplesCompareChatWatchlist

Explore

  • Briefings
  • Companies
  • Screener
  • Insights
  • Compare

Resources

  • Search
  • Methodology

© 2026 Annolyse.

←Back to companies

ARG · NZX

Argosy Property (ARG)

Property / Property investment•Covered: FY21 - FY26•6 published briefings

Argosy Property is an NZX-listed property / property investment company with FY21 - FY26 of published result briefings.

Latest briefing

FY26 · Released 20 May 2026

Pre-lease FCF turned to -NZ$2.9m as capex outran operating cash

Operating cash flow rose 14.2% but a 22.5% capex lift pushed pre-lease free cash flow to a five-year low.

Market data

As at close
Close price
NZD 1.06
Market cap
$926.4m
Dividend yield
6.3%

as at close, 16 June 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

FY26, released 20 May 2026

← Swipe to view more
ARG latest metrics
MetricValueChange
Revenue$120.8m↑ +106.9%
NPAT$127.7m↑ +287.0%
Operating cash flow$67.4m↑ +109.8%
Net debt$852.1m↑ +12.4%
ROE %9.1%↑ +6.4pp
DPS1.7c— Flat
Payout ratio vs NPAT %44.9%↓ -126.0pp
Annual payout ratio vs EPS %44.9%↓ -126.1pp
PBT$140.4m↑ +260.9%
FCF pre-lease-$2.9m↓ -134.6%

Source: latest published briefing (FY26, released 20 May 2026). Change compares against the prior equivalent period: FY25, released 20 November 2024.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 16 June 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$926.4m

i

End-of-day close multiplied by current shares on issue.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

7.25x

i

Recent market cap compared with trailing earnings.

EPS

0.15

i

Recent filing-derived earnings per share.

PEG

5.18x

i

P/E compared with recent earnings growth.

EV/EBITDA

Not available

i

Not available for this company right now.

P/FCF

Not available

i

Not meaningful when free cash flow is negative or unavailable.

P/B

0.66x

i

Market value compared with latest reported equity.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

6.3%

i

Trailing dividends compared with the latest close.

Total return

Not available

i

Available once dividend and adjustment data are verified.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

↗
Loading chart...

Price vs earnings

Indexed lines compare direction from the first positive comparable filing point. The axis is an index, not dollars or cents.

↗
Loading chart...

Chat

Ask about ARG

Ask follow-up questions about Argosy Property's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about ARG

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Sign in to chat

Sign in to ask company questions.

What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

Checking account...

Longitudinal view

Performance over time

The latest period is shown first.

← Swipe to view more
ARG metric history
MetricFY2612 MONTHS20 May 2026FY2512 MONTHS20 November 2024FY2412 MONTHS29 November 2023FY2312 MONTHS22 November 2022FY2212 MONTHS23 November 2021FY2112 MONTHS19 May 2021Trend
Revenue$120.8m$58.4m$58.4m$69.9m$53.1m$107.7m
Chart
Revenue growth %3.3%-49.9%-3.3%-33.5%-50.7%Outside range lowOutside range low revenue growth. -50.7%; 5-period range -49.9% to 6.9%. Revenue growth: -50.7%, below normal range; 5-period mean -15.3%, range -49.9%-6.9%.6.9%Outside range highOutside range high revenue growth. 6.9%; 5-period range -50.7% to 3.3%. Revenue growth: 6.9%, above normal range; 5-period mean -26.8%, range -50.7%-3.3%.
Chart
  • FY22 Revenue growth %: Outside range low revenue growth. -50.7%; 5-period range -49.9% to 6.9%. Revenue growth: -50.7%, below normal range; 5-period mean -15.3%, range -49.9%-6.9%.
Operating profit—$52.8m—$49.8m$47.2m—
Chart
Operating profit margin %—90.5%—71.2%88.9%—
Chart
PBT$140.4m$38.9m-$16.8m$17.1m$130.9m$248.4m
Chart
PBT growth %1.7%——-92.9%-47.3%100.5%
Chart
NPAT$127.7m$33m-$19.8m$10.7m$127m$241.7m
Chart
NPAT growth %1.4%——-95.5%-47.5%102.9%
Chart
Operating cash flow$67.4m$32.1m$35.9m$37.6m$40.4m$88.4m
Chart
OCF / Operating profit %—60.8%—75.4%85.7%—
Chart
FCF pre-lease-$2.9m$8.4m$16.6m$7.5m$9.7m$19.6m
Chart
DPS1.7c1.7c1.7c1.7c1.6c1.6c
Chart
Payout ratio vs NPAT %44.9%170.9%Outside range highOutside range high payout ratio versus npat. 171%; 3-period range 22.2% to 44.9%. Payout ratio versus NPAT: 171.0%, above normal range; 3-period mean 36.8%, range 22.2%-44.9%.——43.4%22.2%Outside range lowOutside range low payout ratio versus npat. 22.2%; 3-period range 43.4% to 171%. Payout ratio versus NPAT: 22.2%, below normal range; 3-period mean 86.4%, range 43.4%-171.0%.
Chart
  • FY21 Payout ratio vs NPAT %: Outside range low payout ratio versus npat. 22.2%; 3-period range 43.4% to 171%. Payout ratio versus NPAT: 22.2%, below normal range; 3-period mean 86.4%, range 43.4%-171.0%.
  • FY25 Payout ratio vs NPAT %: Outside range high payout ratio versus npat. 171%; 3-period range 22.2% to 44.9%. Payout ratio versus NPAT: 171.0%, above normal range; 3-period mean 36.8%, range 22.2%-44.9%.
Annual payout ratio vs EPS %44.9%171.0%——43.4%22.2%
Chart
ROE %9.1%2.7%-1.5%Outside range lowOutside range low roe. -1.5%; 4-period range 0.7% to 18.9%. ROE: -1.5%, below normal range; 4-period mean 9.5%, range 0.7%-18.9%.0.7%9.2%18.9%Unprecedented highUnprecedented high roe. 18.9%; 4-period range -1.5% to 9.2%. ROE: 18.9%, unprecedented high; 4-period mean 4.4%, range -1.5%-9.2%.
Chart
  • FY24 ROE %: Outside range low roe. -1.5%; 4-period range 0.7% to 18.9%. ROE: -1.5%, below normal range; 4-period mean 9.5%, range 0.7%-18.9%.
Net debt$852.1m$758m$770.9m$731.4m$670.8m$752.8m
Chart
Net debt / Operating profit—14.36x—14.69x14.21x—
Chart
Debtor days995Outside range lowOutside range low debtor days. 5d; 5-period range 6d to 18d. Debtor days: 5.3 days, below normal range; 5-period mean 11.6 days, range 6.1 days-18.3 days.1618Unprecedented highUnprecedented high debtor days. 18d; 5-period range 5d to 16d. Debtor days: 18.3 days, unprecedented high; 5-period mean 9.0 days, range 5.3 days-15.6 days.6
Chart
  • FY22 Debtor days: Unprecedented high debtor days. 18d; 5-period range 5d to 16d. Debtor days: 18.3 days, unprecedented high; 5-period mean 9.0 days, range 5.3 days-15.6 days.
  • FY24 Debtor days: Outside range low debtor days. 5d; 5-period range 6d to 18d. Debtor days: 5.3 days, below normal range; 5-period mean 11.6 days, range 6.1 days-18.3 days.
Total assets$2.3b$2.1b$2.2b$2.3b$2.2b$2.2b
Chart

Reference: annolyse.ai/companies/arg

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

↗
Loading chart...

Revenue growth

Like-period revenue growth where comparable.

↗
Loading chart...
  • FY21 ARG: Outside range high revenue growth. 6.9%; 5-period range -50.7% to 3.3%. Revenue growth: 6.9%, above normal range; 5-period mean -26.8%, range -50.7%-3.3%.
  • FY22 ARG: Outside range low revenue growth. -50.7%; 5-period range -49.9% to 6.9%. Revenue growth: -50.7%, below normal range; 5-period mean -15.3%, range -49.9%-6.9%.

EBITDA-equivalent

Company-specific earnings measure where disclosed.

↗
Loading chart...

EBITDA margin

EBITDA-equivalent margin where revenue and earnings are source-backed.

↗
Loading chart...

NPAT

Statutory profit after tax.

↗
Loading chart...

Operating cash flow

Cash generated from operations.

↗
Loading chart...

Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

OCF / EBITDA

Cash conversion against earnings.

↗
Loading chart...

FCF pre-lease

Operating cash flow less capex before leases.

↗
Loading chart...

ROE

Return on equity.

↗
Loading chart...
  • FY21 ARG: Unprecedented high roe. 18.9%; 4-period range -1.5% to 9.2%. ROE: 18.9%, unprecedented high; 4-period mean 4.4%, range -1.5%-9.2%.
  • FY24 ARG: Outside range low roe. -1.5%; 4-period range 0.7% to 18.9%. ROE: -1.5%, below normal range; 4-period mean 9.5%, range 0.7%-18.9%.

Net debt

Borrowings less cash; negative values indicate net cash.

↗
Loading chart...

Net debt / EBITDA

Leverage ratio, suppressed where earnings are not meaningful.

↗
Loading chart...

DPS

Dividend per share declared for the period.

↗
Loading chart...

Payout ratio

Dividend payout against statutory NPAT.

↗
Loading chart...
  • FY21 ARG: Outside range low payout ratio versus npat. 22.2%; 3-period range 43.4% to 171%. Payout ratio versus NPAT: 22.2%, below normal range; 3-period mean 86.4%, range 43.4%-171.0%.
  • FY25 ARG: Outside range high payout ratio versus npat. 171%; 3-period range 22.2% to 44.9%. Payout ratio versus NPAT: 171.0%, above normal range; 3-period mean 36.8%, range 22.2%-44.9%.

Debtor days

Receivables days where the working-capital inputs are source-backed.

↗
Loading chart...
  • FY22 ARG: Unprecedented high debtor days. 18d; 5-period range 5d to 16d. Debtor days: 18.3 days, unprecedented high; 5-period mean 9.0 days, range 5.3 days-15.6 days.
  • FY24 ARG: Outside range low debtor days. 5d; 5-period range 6d to 18d. Debtor days: 5.3 days, below normal range; 5-period mean 11.6 days, range 6.1 days-18.3 days.

Operating working-capital movement

Per-period working-capital absorption or release, from the same published history. Positive values are working-capital build; negative values are release.

↗
Loading chart...
  • FY23 ARG: Outside range high operating working-capital movement. $1.8m; 5-period range $-2.1m to $1m. Operating working-capital movement: NZ$1.8m, above normal range; 2/5 prior periods had builds averaging NZ$1.0m, and 2 had releases averaging NZ$-1.2m.
  • FY24 ARG: Unprecedented low operating working-capital movement. $-2.1m; 5-period range $-0.3m to $1.8m. Operating working-capital movement: NZ$-2.1m, unprecedented low; 3/5 prior periods had builds averaging NZ$1.2m, and 1 had releases averaging NZ$-0.3m.

The setup & the reality

FY25 → FY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

FY26 · Released 20 May 2026

Pre-lease FCF turned to -NZ$2.9m as capex outran operating cash

Operating cash flow rose 14.2% but a 22.5% capex lift pushed pre-lease free cash flow to a five-year low.

Read latest briefing→

Historical setup

What FY25 said to watch

From HY25 interim NPAT $33.0m as revaluation turns positive; NTA edges to $1.46

The FY25 full-year dividend guidance of 6.65 cents per share is reaffirmed, consistent with FY24. No quantitative earnings or NTA target was provided, and no forward-work backlog disclosure is supplied, so investors have no like-for-like FY25 anchor to compare HY25 against. Capex of $23.7m in the half — 40.7% of revenue — reflects continued development activity on the existing portfolio, but the supplied excerpts do not quantify the FY25 capex envelope or the second-half build profile.

Because the prior comparable period is the wrong shape, this briefing cannot assess whether HY25 is tracking ahead of, on, or behind an implicit FY25 internal plan beyond the dividend reaffirmation itself.

Open questions

Open questions from FY25

  • What is the underlying recurring rental income growth on a like-for-like portfolio basis, stripped of acquisitions, disposals, and revaluations?
  • Why is the AFFO payout running above 100% and what is the path back to full cover from operating cash flow over the medium term?
  • How much further can gearing rise toward the 40% cap before development pacing or distribution policy must be reconsidered, given net debt is already near $758m?
  • What is the FY25 capex envelope and how is the development pipeline being funded across the second half?
  • What is the current portfolio WALT, occupancy, and weighted average cap rate, and how do they compare with FY24?

This briefing cannot assess underlying rental performance, occupancy, WALT, valuation cap-rate movement, or development pacing because the supplied excerpts do not include those operating metrics.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

FY26 · Released 20 May 2026

Pre-lease FCF turned to -NZ$2.9m as capex outran operating cash

Operating cash flow rose 14.2% but a 22.5% capex lift pushed pre-lease free cash flow to a five-year low.

Read briefing→

FY25 · Released 20 November 2024

HY25 interim NPAT $33.0m as revaluation turns positive; NTA edges to $1.46

Period-shape mismatch against FY24 distorts growth rates; gearing rose to 37.2% with AFFO payout at 105%.

Read briefing→

FY24 · Released 29 November 2023

Property revaluations push NPAT to -$19.8m while operating profit grew 6.4%

Operating profit and pre-lease FCF both improved, but fair-value losses dragged statutory equity down 11.5% to $1,287.8m.

Read briefing→

FY23 · Released 22 November 2022

HY23 interim result framed against FY22 full year distorts every comparison

The period-shape mismatch makes the headline declines non-comparable, while FY23 dividend guidance of 6.65 cents per share is reiterated.

Read briefing→

FY22 · Released 23 November 2021

Argosy HY22 NPAT fell 47.5% as revaluation tailwind normalised

Interim profit halved against an unusually strong prior comparable, but rental cash flow, gearing and NTA all moved in the right direction.

Read briefing→

FY21 · Released 19 May 2021

NPAT more than doubled to $241.7m on portfolio revaluations

Rental revenue rose 6.9% and operating cash flow climbed 47.9%, but the profit jump reflects valuation gains rather than rental growth.

Read briefing→

Related insights

Compare this company

The latest ARG metrics also appear in these cross-company views.

Insight

Dividend coverage and payout pressure

Company-disclosed payout ratio is 97.0% on an AFFO basis, with NPAT payout at 44.9%.

Open insight→

Insight

Earnings quality and statutory distortions

PBT and NPAT growth diverged by 0.3pp.

Open insight→

Insight

Revenue growth context

Revenue growth was 3.3% for this reporting period.

Open insight→

Insight

ROE and capital efficiency

ROE was 9.1%, -0.5pp versus the prior comparable period.

Open insight→

Get notified when ARG publishes

Get the next Argosy Property result briefing and five-year history updates by email.