CSL LIMITED (CSL)
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CSL - CSL LIMITED

FNArena Sector : Pharmaceuticals & Biotech/Lifesciences
Year End: June
GICS Industry Group : Pharmaceuticals, Biotechnology & Life Sciences
Debt/EBITDA: 2.58
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

CSL is a global biotechnology company that researches, develops, manufactures and markets products for the treatment of human diseases. With a market cap of over $138bn it is one of Australia's top three largest index weights. The former Commonwealth Serum Laboratory listed in June 1994 and has generated an average annual return of 28% since (up until mid-2020). CSL is the world's largest collector of plasma and the second largest producer of vaccines.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$274.30

20 Nov
2024

2.940

OPEN

$272.00

1.08%

HIGH

$274.30

658,262

LOW

$270.02

TARGET
$335.125 22.2% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
CSL: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) 1024.5 xxx
DPS (cps) 456.8 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 26.7 xxx
Dividend Yield 1.7% xxx
Div Pay Ratio(%) 44.6% 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: 1.28%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.48

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: 09/09 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx834.7
DPS All xxxxxxxxxxxxxxx397.4
Sales/Revenue xxxxxxxxxxxxxxx22,417.6 M
Book Value Per Share xxxxxxxxxxxxxxx5,379.9
Net Operating Cash Flow xxxxxxxxxxxxxxx4,218.0 M
Net Profit Margin xxxxxxxxxxxxxxx17.99 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx16.22 %
Return on Invested Capital xxxxxxxxxxxxxxx9.68 %
Return on Assets xxxxxxxxxxxxxxx7.24 %
Return on Equity xxxxxxxxxxxxxxx16.22 %
Return on Total Capital xxxxxxxxxxxxxxx12.22 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx1,103.3 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx1,413 M
Long Term Debt xxxxxxxxxxxxxxx16,829 M
Total Debt xxxxxxxxxxxxxxx18,242 M
Goodwill - Gross xxxxxxxxxxxxxxx12,097 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2,481 M
Price To Book Value xxxxxxxxxxxxxxx5.49

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx1,919.8 M
Capex % of Sales xxxxxxxxxxxxxxx8.56 %
Cost of Goods Sold xxxxxxxxxxxxxxx11,505 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx5,263 M
Research & Development xxxxxxxxxxxxxxx2,182 M
Investments - Total xxxxxxxxxxxxxxx244 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

0.9

No. Of Recommendations

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

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

23/10/2024

1

Add

$330.75

20.58%

Morgans highlights, as is normally the case, CSL's R&D had no commercially relevant updates.

The broker noted garadacimab's potential US approval has been kicked back by at least six months. Morgans stresses this is one of only a "handful of setbacks". 

CSL has launched 21 programs as part of a broad clinical pipeline cutting across major therapeutic areas and platform technologies. Plasma programs to advance yield remain important.

The broker points to further approvals from EU for hemophilia B gene therapy and other approvals for garadacimab, an mRNA covid vaccine, and cell-based influenza vaccine for over 50-year-olds.

Morgans states Behring continues to be the major earnings driver with cost management and unrealised demand across all divisions.

No changes are made to earnings forecasts. Add rated with a $330.75 target price.

FORECAST
Morgans forecasts a full year FY25 dividend of 455.30 cents and EPS of 1031.21 cents.
Morgans forecasts a full year FY26 dividend of 492.99 cents and EPS of 1209.11 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Wilsons

13/09/2024

3

Market Weight

$291.78

6.37%

Wilsons notes Garadacimab is up for approval at the end of September, so the analyst revisits the earnings model and outlook for CSL's hereditary angioedema franchise.

The broker assesses Garadacimab's safety, efficacy and dosing has advantages over Takhzyro which has the potential to generate market share gains for CSL.

Some US$600m in sales are forecast for Garadacimab in the fifth year which are included in Wilsons discounted cashflow model.

No change to Market Weight rating and $291.78 target price.

FORECAST
Wilsons forecasts a full year FY25 dividend of 432.69 cents and EPS of 991.11 cents.
Wilsons forecasts a full year FY26 dividend of 486.20 cents and EPS of 1111.41 cents.
Access Extra Coverage Research History >

CSL STOCK CHART

FNArena News on CSL

1
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Nov 21 2024 - Rudi's View
2
Rudi’s View: Knock. Knock. Volatility Is Back!

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3
Rudi’s View: A Rally With No Earnings Support

Nov 14 2024 - Rudi's View
4
Rudi’s View: Preparing For The Trump Years

Nov 13 2024 - Rudi's View
5
Rudi’s View: Trump Returns, What Now?

Nov 07 2024 - Rudi's View

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