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: 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

$2.57

28 Oct
2025

-0.040

OPEN

$2.61

-1.53%

HIGH

$2.62

1,037,354

LOW

$2.57

TARGET
$2.943 14.5% upside
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 FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 8.3 16.4 xxx
DPS (cps) xxx 13.5 7.3 xxx
EPS Growth xxx N/A 98.3% xxx
DPS Growth xxx - 10.0% - 45.9% xxx
PE Ratio xxx N/A 15.4 xxx
Dividend Yield xxx N/A 2.9% xxx
Div Pay Ratio(%) xxx 162.8% 44.4% xxx

Dividend yield today if purchased 3 years ago: 2.10%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.34

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 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx8.3
DPS All xxxxxxxxxxxxxxx13.5
Sales/Revenue xxxxxxxxxxxxxxx1,975.8 M
Book Value Per Share xxxxxxxxxxxxxxx251.7
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

0.0

No. Of Recommendations

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

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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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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UBS

21/10/2025

-1

No Rating

-

Management at Bapcor has issued a major downgrade for FY26, now expecting first half profit of $14-18m and full-year profit of $51-61m. These new targets miss prior consensus estimates by -58% and -30%, respectively, notes UBS.

Weakness in the Trade segment, reinvestment, pricing reviews and soft market conditions in New Zealand drove the downgrade, explain the analysts.

UBS finds the size of the downgrade surprising given FY25 cost reductions were already implemented, though management targets $20m in additional pre-tax savings in the second half.

Based on guidance, 2H profit is expected to improve by circa $40m half-on-half, supported by operational improvements, sales growth and pricing initiatives, observes the broker.

UBS flags risks from legacy issues and balance sheet pressure given gearing of 2.1x and uncertain working capital trends.

The broker has a research restriction, so no forecasts, target price or rating. 

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

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

07/09/2025

3

Hold

$4.20

63.42%

Canaccord Genuity notes Bapcor's FY25 net profit was in line with the trading update provided in late July, with the addition of $2.3m significant item the only variance.

Leverage rose to 2.13x, and the broker doesn't think of it as an immediate concern, but notes issues with effective payout ratio.

The company's 5-year target is for 5% compounded annual growth rate in revenue and over 10% for EBITDA. The broker believes execution is key, with top-line growth needed, rather than cost-outs, to succeed.

Minimal changes to forecasts. Hold. Target rises to $4.20 from $4.15.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 15.00 cents and EPS of 24.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 16.00 cents and EPS of 26.00 cents.
Access Extra Coverage Research History >

BAP STOCK CHART

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