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: 3.47
Index: 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

$0.39

19 May
2026

0.020

OPEN

$0.38

5.41%

HIGH

$0.40

15,590,152

LOW

$0.36

TARGET
$0.41 5.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AHL . AMA . AOV . APE . ARB . ASG . CAR . CMA . MTO . MXI . PWH . PWR . RPM . SFC . SNL . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
BAP: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 6.0 1.7 xxx
DPS (cps) xxx 9.8 0.3 xxx
EPS Growth xxx N/A - 72.1% xxx
DPS Growth xxx - 10.0% - 97.4% xxx
PE Ratio xxx N/A 22.1 xxx
Dividend Yield xxx N/A 0.7% xxx
Div Pay Ratio(%) xxx 162.7% 14.9% xxx

Dividend yield today if purchased 3 years ago: 1.56%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 26.44

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: 04/09 - ex-div 5.50c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx6.0
DPS All xxxxxxxxxxxxxxx9.8
Sales/Revenue xxxxxxxxxxxxxxx1,975.8 M
Book Value Per Share xxxxxxxxxxxxxxx182.3
Net Operating Cash Flow xxxxxxxxxxxxxxx133.6 M
Net Profit Margin xxxxxxxxxxxxxxx1.42 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx3.22 %
Return on Invested Capital xxxxxxxxxxxxxxx1.90 %
Return on Assets xxxxxxxxxxxxxxx1.45 %
Return on Equity xxxxxxxxxxxxxxx3.22 %
Return on Total Capital xxxxxxxxxxxxxxx5.84 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx52.7 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx55 M
Long Term Debt xxxxxxxxxxxxxxx587 M
Total Debt xxxxxxxxxxxxxxx642 M
Goodwill - Gross xxxxxxxxxxxxxxx554 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx59 M
Price To Book Value xxxxxxxxxxxxxxx1.99

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx60.8 M
Capex % of Sales xxxxxxxxxxxxxxx3.08 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,633 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx252 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

-0.5

No. Of Recommendations

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

Morgans

xx/xx/xxxx

4

xxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

15/05/2026

3

Neutral

$0.44

12.82%

Bapcor announced a downgrade, cutting FY26 earnings (EBITDA) guidance by around -5% at the midpoint due to challenging trading conditions arising from higher interest rates and the Middle East war, Macquarie articulates.

Positively, the analyst highlights like-for-like sales grew between February and April including trade up 0.7%, networks up 3.8%, retail up 1.6% and NZ up 0.7%.

The trend deteriorated over the course of April with weaker conditions now expected to remain over FY26 as lower consumer and business confidence weigh on consumer sentiment. Higher costs and the depreciation of the NZ dollar are also headwinds.

Management improved the debt position, with pro forma net debt around $168m from circa $195m at the end of December.

EPS forecasts are cut by -39% for FY26 and -38% for FY27. Target price moves down to 44c from 61c. No change to Neutral rating.

FORECAST
Macquarie forecasts a full year FY26 dividend of 0.00 cents and EPS of 2.10 cents.
Macquarie forecasts a full year FY27 dividend of 0.00 cents and EPS of 3.00 cents.

Citi

xx/xx/xxxx

5

xxxxxxxxx xx xxxx xxxx 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

19/05/2026

3

Hold

$0.45

15.38%

Canaccord Genuity retains a Hold rating for Bapcor alongside a reduced target price of $0.45, down from $0.87, following the latest profit warning.

FY26 earnings before interest, tax, depreciation and amortisation guidance has been lowered to between $144m and $150m due to gross margin pressure and rising costs of doing business.

While management points to improving sales as evidence of an operational turnaround, the inability to pass supplier price increases onto customers suggests a longer recovery timeline, the broker suggests.

A recent capital raise keeps the business within debt covenants for June 2026, yet commentary concludes underlying earnings must stabilise to alleviate ongoing balance sheet concerns.

Earnings per share estimates have been reduced by -62.8% for FY26 and -59.2% for FY27, prompting a -40% discount to the valuation model to account for heightened uncertainty.
Access Extra Coverage Research History >

BAP STOCK CHART

FNArena News on BAP

1
Australian Broker Call *Extra* Edition – May 19, 2026

May 19 2026 - Daily Market Reports
2
Weekly Ratings, Targets, Forecast Changes – 15-05-26

May 18 2026 - Weekly Reports
3
Next Week At A Glance – 18-22 May 2026

May 15 2026 - Weekly Reports
4
Weekly Ratings, Targets, Forecast Changes – 24-04-26

Apr 27 2026 - Weekly Reports
5
Rudi’s View: Make Today’s Crisis Your Opportunity

Mar 25 2026 - Rudi's View

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