BRAMBLES LIMITED (BXB)
Share Price Analysis and Chart

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BXB - BRAMBLES LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Commercial & Professional Services
Debt/EBITDA: 1.94
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Brambles is an Australian supply-chain logistics company operating in more than 50 countries. It provides unit-load equipment, pallets, crates and containers to the global transport sector. It first listed on the Australian Securities Exchange in 1954.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$14.49

07 May
2024

0.110

OPEN

$14.45

0.76%

HIGH

$14.55

4,038,657

LOW

$14.35

TARGET
$16.275 12.3% upside
Franking for last dividend paid out: 35%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . CLX . ERD . KLS . KSC . LAU . NTD . QAN . QUB . SLH . SPZ . SST . THL . WTC . Z2U .
FNARENA'S MARKET CONSENSUS FORECASTS
BXB: 1
Title FY24
Forecast		 FY25
Forecast
EPS (cps) 89.1 xxx
DPS (cps) 48.7 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 16.3 xxx
Dividend Yield 3.3% xxx
Div Pay Ratio(%) 54.7% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 3.78%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.75

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 13/03 - ex-div 23.09c (franking 35%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx75.3
DPS All xxxxxxxxxxxxxxx39.5
Sales/Revenue xxxxxxxxxxxxxxx9,034.1 M
Book Value Per Share xxxxxxxxxxxxxxx310.3
Net Operating Cash Flow xxxxxxxxxxxxxxx2,960.1 M
Net Profit Margin xxxxxxxxxxxxxxx10.65 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx24.43 %
Return on Invested Capital xxxxxxxxxxxxxxx12.74 %
Return on Assets xxxxxxxxxxxxxxx7.33 %
Return on Equity xxxxxxxxxxxxxxx24.43 %
Return on Total Capital xxxxxxxxxxxxxxx13.99 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx6.2 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx1,010 M
Long Term Debt xxxxxxxxxxxxxxx3,323 M
Total Debt xxxxxxxxxxxxxxx4,333 M
Goodwill - Gross xxxxxxxxxxxxxxx282 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx241 M
Price To Book Value xxxxxxxxxxxxxxx4.64

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx2,504.3 M
Capex % of Sales xxxxxxxxxxxxxxx27.72 %
Cost of Goods Sold xxxxxxxxxxxxxxx7,270 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx617 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx236 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

24/04/2024

5

Sell

$14.25

-1.66%

Brambles failed to deliver the upgrade Citi believes investors were looking for with its third quater update. While guidance was maintained, the broker feels the lack of upgrade implies slowing profit growth for the company. 

The broker further explains that given tough comps ahead in FY25 and FY26, growth could become tougher for Brambles. It expects after years of outsized returns as a beneficiary of the covid pandemic, Brambles is likely due for a period of consolidation.

Group wide, the company has reported 7% revenue growth year-to-date, implying sales slowed -1% quarter-on-quarter in the most recent period.

The Sell rating and target price of $14.25 are retained.

FORECAST
Citi forecasts a full year FY24 dividend of 44.35 cents and EPS of 80.31 cents.
Citi forecasts a full year FY25 dividend of 49.68 cents and EPS of 90.06 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >

BXB STOCK CHART

FNArena News on BXB

1
Australian Broker Call *Extra* Edition – May 03, 2024

May 03 2024 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Apr 30, 2024

Apr 30 2024 - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 26-04-24

Apr 29 2024 - Weekly Reports
4
Brambles’ Divisive March Quarter

Apr 24 2024 - Australia
5
ESG Focus: Counting Psychosocial Costs On ASX

Apr 22 2024 - ESG Focus

Latest Transportation & Logistics News

1
Brambles’ Divisive March Quarter

Apr 24 2024 - Australia
2
Treasure Chest: Silk Logistics

Sep 28 2023 - Treasure Chest
3
Lindsay Australia: Transported To Growth

Sep 13 2023 - Small Caps
4
Qantas Flying High, But Sustainability In Question

May 24 2023 - Australia
5
A Better Brambles Exudes Confidence

Mar 01 2023 - Australia
6
Price Performance Drives Brambles’ Turnaround

Oct 20 2022 - Australia
7
Brambles Executes On Pricing & Costs

Aug 19 2022 - Australia
8
Trouble On The Aurizon

Aug 10 2022 - Australia
9
Brambles: No Plastic, Fantastic

Jul 04 2022 - Australia
10
Brambles: Worth Holding

May 17 2022 - Technicals