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

$3.71

01 Sep
2025

-0.270

OPEN

$3.95

-6.78%

HIGH

$3.97

1,208,336

LOW

$3.70

TARGET
$3.95

+0.05 change from previous day

 6.5% 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 25.4 xxx
DPS (cps) xxx 13.5 13.6 xxx
EPS Growth xxx N/A 100.0% xxx
DPS Growth xxx - 10.0% 0.6% xxx
PE Ratio xxx N/A 14.2 xxx
Dividend Yield xxx N/A 3.8% xxx
Div Pay Ratio(%) xxx 162.8% 53.4% xxx

Dividend yield today if purchased 3 years ago: 2.06%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.75

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

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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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

01/09/2025

-1

No Rating

-

Bapcor’s FY25 pro forma profit of $80.4m came in just below the $81-82m guided range, with limited outlook detail aside from a second-half skew, observes Morgan Stanley.

Sales fell -1.4% year-on-year to $1,944m, with trade up 1.3% and other divisions down, while gross margin slipped by -3bps to 46.5%.

The broker notes margin gains in Trade and Specialist Wholesale Services but declines in retail and New Zealand.

Cost reductions of -0.6% were offset by operating deleverage and higher depreciation and amortisation, explain the analysts, driving earnings (EBITDA) down -4.1% and pro forma profit -8.4%.

Free cash flow of $10m was generated on 81% conversion, explains the broker, though net debt rose $26m.

A 5.5c dividend was declared.

Morgan Stanley cuts its FY26 and FY27 profit forecasts by -12% to -13%, respectively, with the October AGM expected to provide the next update.

The broker is currently under research restriction. Industry view is In-Line.

FORECAST
Morgan Stanley forecasts a full year FY26 EPS of 26.00 cents.
Morgan Stanley forecasts a full year FY27 EPS of 28.00 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$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

11.86%

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 FY26 dividend of 15.00 cents and EPS of 24.00 cents.
Access Extra Coverage Research History >

BAP STOCK CHART

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