BAPCOR LIMITED (BAP)
Share Price Analysis and Chart

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BAP

BAP - BAPCOR LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 3.35
Index: ASX200 | ASX300 | ALL-ORDS

Bapcor is Australia's leading provider of aftermarket automotive parts and accessories. Its brands include Autopro, Auto Barn and Burson Auto Parts. Originally founded in 1971, it became a listed company in 2014.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.91

08 Aug
2025

0.030

OPEN

$3.89

0.77%

HIGH

$3.93

496,217

LOW

$3.85

TARGET
$3.85 -1.5% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ARB . ASG . CAR . IFM . MTO . MXI . PWH . PWR . RPM . SFC . SNL . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
BAP: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 46.6 25.0 xxx
DPS (cps) xxx 15.0 12.1 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 31.8% - 19.5% xxx
PE Ratio xxx N/A 15.6 xxx
Dividend Yield xxx N/A 3.1% xxx
Div Pay Ratio(%) xxx N/A 48.4% xxx

Dividend yield today if purchased 3 years ago: 2.21%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.85

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: 29/08 - ex-div 5.50c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx-46.6
DPS All xxxxxxxxxxxxxxx15.0
Sales/Revenue xxxxxxxxxxxxxxx2,036.9 M
Book Value Per Share xxxxxxxxxxxxxxx263.3
Net Operating Cash Flow xxxxxxxxxxxxxxx125.8 M
Net Profit Margin xxxxxxxxxxxxxxx-7.77 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx-15.69 %
Return on Invested Capital xxxxxxxxxxxxxxx-9.84 %
Return on Assets xxxxxxxxxxxxxxx-7.54 %
Return on Equity xxxxxxxxxxxxxxx-15.69 %
Return on Total Capital xxxxxxxxxxxxxxx6.73 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx22.2 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx66 M
Long Term Debt xxxxxxxxxxxxxxx628 M
Total Debt xxxxxxxxxxxxxxx694 M
Goodwill - Gross xxxxxxxxxxxxxxx552 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx72 M
Price To Book Value xxxxxxxxxxxxxxx1.95

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx57.3 M
Capex % of Sales xxxxxxxxxxxxxxx2.81 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,695 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx229 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx8 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

0.0

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

25/07/2025

3

Downgrade to Neutral from Outperform

$3.80

-2.81%

Macquarie reports FY25 adjusted profit guidance of $81–82m by management at Bapcor is -15% below consensus and the broker's own estimates, and places 2H earnings around -30% below expectations.

The analyst notes revenue declined across all segments except Trade, which grew 1.4% year-on-year, although trading conditions softened in May and June.

Retail remains challenged, assesses Macquarie, with FY25 revenue down -3.5%, as Bapcor flagged lower discretionary spending, heightened competition, and promotional strategy changes.

Specialist Wholesale fell -3.1%, impacted by consolidation activity and ERP integration, explains the broker. Cost savings hit the top end of the -$20–30m target, but offsetting strategic investments are expected.

Macquarie lowers its target price to $3.80 from $5.85 and downgrades to Neutral from Outperform.

FORECAST
Macquarie forecasts a full year FY25 dividend of 13.30 cents and EPS of 24.00 cents.
Macquarie forecasts a full year FY26 dividend of 11.80 cents and EPS of 23.60 cents.

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

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

Canaccord Genuity

29/07/2025

1

Upgrade to Buy from Hold

$4.15

6.14%

Bapcor provided a disappointing trading update with FY25 net profit forecast of $81-82m well below Canaccord Genuity's $97.7m forecast and $96.4m consensus.

The company also flagged -$45m mainly non-cash write-downs which is in addition to -$4.7m in 1H25. The broker believes the company's turnaround story will likely be heavily weighted to the back end of the five-year timeframe.

Another concerning news was resignation of three board member, but the broker believes some of it is mitigated by the change in structure, though more clarity is required. The company can become a target again but a formal offer is seen as less likely.

FY25 EPS forecast cut by -16.3% and FY26 by -21.3%. Target trimmed to $4.15 from $4.99. Rating upgraded to Buy from Hold.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 14.00 cents and EPS of 24.00 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 15.00 cents and EPS of 24.00 cents.
Access Extra Coverage Research History >

BAP STOCK CHART

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