Treasury Wine Estates vs Temple & Webster shares

When the market hands out a bruising, sometimes opportunity follows. Lately, both Treasury Wine Estates Ltd (ASX: TWE) and Temple & Webster Group Ltd (ASX: TPW) have seen their share prices knocked around, leaving many investors pondering which battered name represents better value. Treasury is a global wine powerhouse with decades of history, while Temple & Webster is a pure-play online retailer in Australia’s booming e-commerce sector. Let’s dive into the numbers and their stories to see which offers the more attractive bounce-back potential.

The case for Treasury Wine Estates

Treasury Wine Estates is one of Australia’s most recognisable names in wine, boasting a long heritage and a portfolio of over 70 brands such as Penfolds, Wolf Blass, and 19 Crimes. Since demerging from Foster’s Group in 2011, Treasury has built a reputation as one of the world’s largest wine companies, exporting premium wines globally. According to its most recent public profile, the business manages a broad spread of vineyards and employs thousands across production, sales, and distribution, making it a true global operator.

The fundamentals show a company with a market cap of $4.17 billion and a relatively low P/E ratio of 9.23. The dividend yield stands at a healthy 3.88%, with recent dividends franked at 70%. Notably, Treasury’s reported earnings per share (EPS) is negative at -1.334, suggesting a recent period in the red—something that aligns with challenging trade conditions, including the impact of Chinese tariffs on Australian wine exports. However, the company has a long history of paying regular dividends, and a significant 70% franking on its most recent payouts.

The case for Temple & Webster Group

Temple & Webster Group is one of Australia’s leading e-commerce retailers, specialising in furniture and homewares entirely online. Founded in 2011, it’s grown fast, curating a whopping selection of more than 200,000 products and bringing new brands and private labels under its umbrella. Its low overhead digital model has helped it crack into living rooms nationwide, especially during e-commerce booms.

In the numbers, Temple & Webster is far smaller than Treasury, with a market cap of $492.99 million. Its P/E ratio is sky-high at 121.90, signalling investors are paying up for potential future growth. Reported EPS sits at 0.064—positive, but modest. Importantly for income seekers, Temple & Webster does not currently pay a dividend, so there’s no yield or franking to sweeten the returns. With a heavy online focus, the company is positioned for the structural shift to digital retail, although its high valuation places a lot of faith in future growth.

Valuation comparison

Where these two diverge sharply is in valuation and yield:

Metric	Treasury Wine Estates	Temple & Webster Group
Market Cap	$4.17 billion	$492.99 million
P/E Ratio	9.23	121.90
Dividend Yield	3.88%	0.00%
Franking on Recent Dividend	70%	N/A
Earnings per Share	-1.334	0.064

Note: Treasury Wine Estates’ reported P/E ratio may be based on a different earnings measure (e.g. underlying or forward earnings) than the EPS figure shown, which is why they may appear inconsistent.

Temple & Webster is trading on an extremely high multiple, reflecting expectations for long-term growth. By contrast, Treasury looks much more attractively priced on earnings (at least using these P/E numbers), and offers a solid dividend—albeit with that red-inked EPS warning flag.

Recent share price performance

Comparing the period from 21 August 2026 to 18 September 2026:

• Treasury Wine Estates’ share price fell from $5.65 to $5.15, a drop of 8.8% over the period. Treasury is down 1.7% year-to-date.
• Temple & Webster’s share price slid from $4.30 to $4.23, a narrow fall of 1.6% in the same timeframe. Its year-to-date return is substantially worse, sitting at -69.1%—illustrating a huge sell-off in 2026.

Which is the better buy?

Both shares have been thumped recently, but if I’m reaching for value in a beaten down name, my pick would be Treasury Wine Estates. Its P/E ratio is dramatically lower, and there’s a fully franked yield on offer for patience—a welcome cushion in uncertain times. Temple & Webster has promise and some growth appeal, but its razor-thin profits and sky-high valuation leave a lot riding on future success. The drop in Treasury’s share price looks less severe than Temple & Webster’s 69% YTD plunge, and while Treasury’s negative EPS tempers my enthusiasm, I think its longstanding brands, global scale, and ongoing dividend give it the edge as a value rebound play. Here’s hoping the next vintage is rosier.

The post Treasury Wine Estates vs Temple & Webster: Which beaten down ASX stock is better value? appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Temple & Webster Group and Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Treasury Wine Estates. The Motley Fool Australia has recommended Temple & Webster Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

If passive income is what you’re after, then ASX dividend shares are for you. 

These are essentially shares in ASX-listed companies that pay a portion of their profits to shareholders on an annual, twice yearly, or even a monthly basis. And sometimes these are even enhanced by tax-saving partially or fully-franked credits.

The good news is that there is a huge range of options available.

The hard part is finding the ASX shares with the dividend yield that you want.

Here are four ASX shares that pay a dividend yield of 8% or more.

Atlas Arteria Group (ASX: ALX)

Atlas Arteria owns, operates, and develops five toll roads in France, Germany, and the United States. The company’s main asset is an estimated 31% stake in Autoroutes Paris-Rhin-Rhone, or APRR, which owns concessions to toll more than 2,300 kilometres of motorways in eastern France. The company also wholly owns the Dulles Greenway toll road in the US state of Virginia.

Toll road operators are a classically defensive asset and a great choice for passive income investors. The nature of their business, the fact that they operate essential infrastructure, often under long-term contracts, means they can usually generate a strong and stable income. 

Atlas Arteria consistently pays its shareholders 40 cents per unit, unfranked every year – one 20-cent payment in April, and another in October. At the time of writing, this translates to a dividend yield of around 9%.

Metrics Master Income Trust (ASX: MXT)

The Metrics Master Income Trust is a listed investment trust (LIT). Rather than investing into one stock, the trust has a portfolio of corporate loans and private credit investments, which is an increasingly popular asset class for income-focused investors. 

The trust said it targets a return of the Reserve Bank cash rate plus 3.25% per annum through the economic cycle. This is net of around 7.60% per annum fees. 

What’s more, its distributions are paid monthly, and there is also a distribution reinvestment plan (DRP) to allow its investors to reinvest their monthly income distributions if they want.

The trust most recently paid a 1.46-cent dividend to shareholders earlier this month, unfranked. The latest dividend means that the fund has paid 12 dividends to investors over the past 12 months, totalling 15.8 cents per share. At the time of writing, this gives the trust a dividend yield of approximately 9%.

IPH Ltd (ASX: IPH)

IPH is an intellectual property (IP) services provider that owns a group of patented and trademarked firms. It’s a great option for passive income investors because IP protection is a legal necessity. This means the company can generate consistent revenue, all without requiring any physical capital.

The company has a long history of paying two partially-franked dividends per year to its shareholders since 2016. And these have increased every year since 2017.

IPH’s most recent dividend of 19.5 cents was paid to shareholders today (22nd of September), with 30% franking. That totals a 39-cent total dividend for FY26. This translates to an 11.5% dividend yield at the time of writing.

WAM Capital Ltd (ASX: WAM)

WAM is another LIC, but one that focuses on giving its shareholders exposure to an actively managed diversified portfolio of undervalued ASX-listed growth companies, specifically small-to-medium-sized businesses.

The LIC aims to give its investors a stream of fully-franked dividends, while also providing capital growth and preserving capital.

This company has paid out a 7.75-cent dividend twice a year, dating back to 2020. The next 7.75-cent payment, with 60% franking, will be paid to investors next month. Giving the ASX dividend shares around a 12.6% yield at the time of writing.

But you’ll need to get in quick. As part of WAM’s FY26 results announcement, the company reported a 10.5% decline in its investment portfolio. As a result, WAM announced it will be cutting its dividend to 8 cents per share in total in FY27 to “preserve capital”.

The post 4 ASX shares that pay a dividend yield of 8% (or more) appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended IPH Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Most economic indicators aren’t too well known by the vast majority of Australians. Even those who invest in ASX blue chip shares. The reality is that GDP, the unemployment rate, the rate of productivity growth, or the price of iron ore just don’t infiltrate the daily lives of most Australians. We most certainly cannot say the same for the price of oil, though.

Most of us get a daily reminder of the oil price when we fill up our cars, trucks, bikes and utes. Or simply by passing by a service station. However, oil flows through to far more than just petrol and diesel prices. It is the single greatest input cost in transporting goods from farm or factory to warehouse, and then to our local supermarket. Given that oil also affects electricity and gas prices, it can be classed as a fundamental driver of cost-of-living pressures across the economy. The current state of the global oil market, with oil above US$100 a barrel, is also the primary driver of the higher inflation we have seen across the global economy in 2026 to date.

That includes here in Australia, where we have seen the consequences through higher interest rates.

How does US$100 oil affect ASX shares?

So we know that high oil prices are bad news for the Australian public. They are also bad news for most ASX shares. As we’ve already touched on, oil and its derivatives are major inputs for many forms of economic production. Companies that use petroleum products for manufacturing or transportation either have to bear higher energy prices. Or pass them on to consumers. It’s a verifiable no-win situation.

This dynamic hits some companies harder than others, though. Some of the biggest losers from higher oil price sincude Qantas Airways Ltd (ASX: QAN), Woolworths Group Ltd (ASX: WOW) and even Transurban Group (ASX: TCL). After all, higher oil may mean fewer people driving.

There are few companies, outside oil stocks themselves, of course, that aren’t hurt by higher oil prices. But there are some that will be impacted less than most. Let’s talk about two potential candidates.

ASX blue chip shares that will ride out high oil

First up, we have one of the ASX’s most popular investments, Commonwealth Bank of Australia (ASX: CBA). As a big four bank, CBA is fortunate not to rely on oil as a major input cost. CBA has no goods to manufacture, and no products to physically move around the country. Relying on digital services for almost all of its revenue is certainly a boon in this era of high oil prices. As such, I would expect that CBA, along with its peers in the banking space, will be one of the best stocks to ride out this era of elevated energy costs.

Of course, CBA is not completely immune. It still has energy bills to pay, and it arguably suffers indirectly from a cost-of-living squeeze. When there’s less money sloshing around the economy, fewer people will be taking out loans. Even that isn’t completely negative for this bank, though. High interest rates do encourage Australians to leave more money in their CBA savings accounts.

A telco?

Next, let’s talk Telstra Group Ltd (ASX: TLS).

Telstra is another blue chip ASX share that isn’t at the front of the firing line when it comes to high energy prices. Like CBA, Telstra’s business model mostly rests on providing digital services, not manufacturing or transporting physical goods. Its mobile infrastructure is already in place, and only requires periodic maintenance. Its fixed-line business is largely underpinned by the NBN, with Telstra only retailing the final product in most cases.

This all adds up to an oil-resistant earnings base. Like CBA, Telstra isn’t completely insulated from oil, though. It still has technicians that need to drive around to maintain Telstra’s network infrastructure, for example. But if you’re looking for a stock that will hold up in the face of US$100 oil better than most, I think this is a great option.

The post 2 ASX blue chip shares that won’t be hit by $100 oil appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Transurban Group. The Motley Fool Australia has positions in and has recommended Telstra Group and Transurban Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.