BRICKWORKS LIMITED (BKW)
Share Price Analysis and Chart

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BKW - BRICKWORKS LIMITED

FNArena Sector : Building Products & Services
Year End: July
GICS Industry Group : Materials
Debt/EBITDA: 11.45
Index: ASX200 | ASX300 | ALL-ORDS

Brickworks is an Australian manufacturer and supplier of building materials, including bricks, pavers, concrete blocks and terracotta products. The company was formed in 1934 and listed on the ASX in 1962. Still has a controversial cross-ownership with Washington H Soul Pattinson.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$26.32

02 Jul
2024

-0.020

OPEN

$26.19

-0.08%

HIGH

$26.37

140,140

LOW

$26.02

TARGET
$30.80 17.0% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABC . ACF . BLD . BRI . CSR . FBR . FBU . JHX . JLG . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
BKW: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx 258.9 20.3 xxx
DPS (cps) xxx 65.0 62.4 xxx
EPS Growth xxx - 54.0% - 92.2% xxx
DPS Growth xxx 3.2% - 4.0% xxx
PE Ratio xxx N/A 131.5 xxx
Dividend Yield xxx N/A 2.3% xxx
Div Pay Ratio(%) xxx 25.1% 307.9% xxx

Dividend yield today if purchased 3 years ago: 2.62%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.44

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: 09/04 - ex-div 24c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx258.9
DPS All xxxxxxxxxxxxxxx65.0
Sales/Revenue xxxxxxxxxxxxxxx1,178.5 M
Book Value Per Share xxxxxxxxxxxxxxx2,347.0
Net Operating Cash Flow xxxxxxxxxxxxxxx97.1 M
Net Profit Margin xxxxxxxxxxxxxxx34.39 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx11.88 %
Return on Invested Capital xxxxxxxxxxxxxxx8.83 %
Return on Assets xxxxxxxxxxxxxxx6.92 %
Return on Equity xxxxxxxxxxxxxxx11.88 %
Return on Total Capital xxxxxxxxxxxxxxx0.87 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-114.0 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 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx47 M
Long Term Debt xxxxxxxxxxxxxxx1,273 M
Total Debt xxxxxxxxxxxxxxx1,320 M
Goodwill - Gross xxxxxxxxxxxxxxx307 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx70 M
Price To Book Value xxxxxxxxxxxxxxx1.10

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx115.8 M
Capex % of Sales xxxxxxxxxxxxxxx9.82 %
Cost of Goods Sold xxxxxxxxxxxxxxx833 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx305 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx4,413 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

3

xxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

22/03/2024

1

Buy

$35.00

32.98%

Brickworks has reported a first half loss of -$37m, a beat to Citi's expectations with higher than expected earnings in building products and investments, coupled with lower tax, able to offset weaker earnings in property.

The company is anticipating significant rental income growth in its property business is ahead, and considers Australia to be on the cusp of a building boom. 

The Buy rating and target price of $35.00 are retained.

FORECAST
Citi forecasts a full year FY24 dividend of 44.00 cents and EPS of 23.50 cents.
Citi forecasts a full year FY25 dividend of 46.00 cents and EPS of 207.90 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

(xx/xx/xxxx)

xx.xx%

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Access Stockbroker Research History >

BKW STOCK CHART

FNArena News on BKW

1
Rudi’s View: Copper, Lithium, Retailers & TechnologyOne

Jun 27 2024 - Rudi's View
2
In Brief: Goodman Shares Too Hot For Property Investors

Jun 21 2024 - Weekly Reports
3
Weekly Ratings, Targets, Forecast Changes – 07-06-24

Jun 11 2024 - Weekly Reports
4
Rudi’s View: More Positives Than Negatives

May 15 2024 - Rudi's View
5
Rudi’s View: A Market Narrative Delayed

Apr 24 2024 - Rudi's View

Latest Building Products & Services News

1
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
2
Boral Beats, Outlook Cautious

Feb 12 2024 - Australia
3
Brickworks Underestimated & Cheap, Brokers Say

Oct 04 2023 - Australia
4
Analysts In Love With James Hardie, Yet Again

Aug 23 2023 - Australia
5
Johns Lyng And The Weather Factor

Jun 26 2023 - Small Caps
6
Treasure Chest: Boral To Prove Sceptics Wrong?

Apr 04 2023 - Treasure Chest
7
Added Bite from Reliance Worldwide’s New Products

Mar 30 2023 - Australia
8
Boral Shares Surge, Brokers Remain Cautious

Feb 09 2023 - Australia
9
Eye On (Small Cap) Building & Materials Stocks

Feb 01 2023 - Small Caps
10
Cost Blow-Out Rattles Fletcher Building

Dec 21 2022 - Australia