BAPCOR LIMITED (BAP)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

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

$4.91

24 Mar
2025

-0.080

OPEN

$4.97

-1.60%

HIGH

$5.00

246,899

LOW

$4.91

TARGET
$5.568 13.4% 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 FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 46.6 28.0 xxx
DPS (cps) xxx 15.0 16.3 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 31.8% 8.9% xxx
PE Ratio xxx N/A 17.5 xxx
Dividend Yield xxx N/A 3.3% xxx
Div Pay Ratio(%) xxx N/A 58.3% xxx

Dividend yield today if purchased 3 years ago: 2.37%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.01

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

0.5

No. Of Recommendations

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

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

27/02/2025

3

Hold

$5.30

7.94%

Ord Minnett notes strong gains from Bapcor's trade operations were offset by ongoing weakness in retail and wholesale, with a -7.2% decline in EBITDA  in the first half. Results were slightly below forecasts.

Going forward, sales for the period to February 14 increased 0.5% with trade up 3.7% and the company asserts it is on track to deliver its cost savings of -$20-30m over the full year.

Cost savings will be important to offset underlying cost inflation which remains above the rate of sales growth, the broker notes. Target is steady at $5.30 and a Hold rating is maintained.

FORECAST
Ord Minnett forecasts a full year FY25 dividend of 16.50 cents and EPS of 28.90 cents.
Ord Minnett forecasts a full year FY26 dividend of 18.50 cents and EPS of 31.00 cents.

Macquarie

xx/xx/xxxx

1

xxxxxx xxxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

xx/xx/xxxx

3

xxxxxxx

$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 >
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

Goldman Sachs

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Canaccord Genuity

05/03/2025

3

Hold

$4.99

1.63%

Bapcor's 1H25 underlying net profit slightly beat Canaccord's forecast but the bigger story was around operating cash conversion of 108%.

The broker is not too enthused as it was heavily driven by accounts payable but is cautiously optimistic about the turnaround story.

The broker expects management to continue to improve operational efficiency and lifted FY25 EPS slightly to reflect this confidence.

Canaccord Genuity also expects capex in IT to rise to facilitate the improvement which will have an impact on cashflow and D&A expense over the next few years.

Target price rises to $4.99 from $4.80, and rating retained at Hold.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 17.00 cents and EPS of 29.00 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 18.00 cents and EPS of 30.00 cents.
Access Extra Coverage Research History >

BAP STOCK CHART

FNArena News on BAP

1
Weekly Ratings, Targets, Forecast Changes – 07-03-25

Mar 10 2025 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Mar 05, 2025

Mar 05 2025 - Daily Market Reports
3
Rudi’s View: February’s Reality Check

Mar 05 2025 - Rudi's View
4
Weekly Ratings, Targets, Forecast Changes – 28-02-25

Mar 03 2025 - Weekly Reports
5
FNArena Corporate Results Monitor – 27-02-2025

Feb 27 2025 - Australia

Latest Automobiles & Components News

1
Eagers: Peer Outperformance & Margin Upside

Mar 14 2025 - Small Caps
2
Infomedia Confident Turnaround Is Happening

Nov 13 2024 - Small Caps
3
Structural Demand Favours ARB, Amotiv & Bapcor

Oct 31 2024 - Australia
4
ARB Corp Investing For US Growth

Oct 21 2024 - Australia
5
Amotiv’s Potential Going Unnoticed

Oct 02 2024 - Small Caps
6
ARB Corp’s Making America Great(er)

Sep 11 2024 - Small Caps
7
Is Supply Network A Forever Stock?

Sep 05 2024 - Small Caps
8
PWR Holdings Revs Up For FY26 Growth

Aug 21 2024 - Small Caps
9
Resilient CAR Group Motors On

Aug 16 2024 - Australia
10
Premium ARB Corp Keeps Delivering The Goods

May 16 2024 - Small Caps