CSL LIMITED (CSL)
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CSL - CSL LIMITED

FNArena Sector : Pharmaceuticals & Biotech/Lifesciences
Year End: June
GICS Industry Group : Pharmaceuticals, Biotechnology & Life Sciences
Debt/EBITDA: 2.58
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

CSL is a global biotechnology company that researches, develops, manufactures and markets products for the treatment of human diseases. With a market cap of over $138bn it is one of Australia's top three largest index weights. The former Commonwealth Serum Laboratory listed in June 1994 and has generated an average annual return of 28% since (up until mid-2020). CSL is the world's largest collector of plasma and the second largest producer of vaccines.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$278.11

23 Dec
2024

1.540

OPEN

$278.10

0.56%

HIGH

$278.65

338,993

LOW

$276.24

TARGET
$334.125 20.1% upside
OTHER COMPANIES IN THE SAME SECTOR
1AD . ACR . ACW . ADO . AFP . AGH . AGN . ARX . AVH . BIO . BOT . CUV . DXB . EOF . GSS . HXL . IDT . IMM . IMU . IVX . LGP . MAP . MDC . MSB . MVP . MYX . NEU . NUZ . NXS . OCC . OPT . OSL . PAR . PER . PNV . PYC . RAC . RCE . SPL . TLX . TRP . VIT . ZNO .
FNARENA'S MARKET CONSENSUS FORECASTS
CSL: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) 1023.8 xxx
DPS (cps) 458.3 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 27.2 xxx
Dividend Yield 1.6% xxx
Div Pay Ratio(%) 44.8% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 1.44%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.52

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: 11/09 - ex-div 199.23c (franking 10%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx834.7
DPS All xxxxxxxxxxxxxxx397.4
Sales/Revenue xxxxxxxxxxxxxxx22,417.6 M
Book Value Per Share xxxxxxxxxxxxxxx5,379.9
Net Operating Cash Flow xxxxxxxxxxxxxxx4,218.0 M
Net Profit Margin xxxxxxxxxxxxxxx17.99 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx16.22 %
Return on Invested Capital xxxxxxxxxxxxxxx9.68 %
Return on Assets xxxxxxxxxxxxxxx7.24 %
Return on Equity xxxxxxxxxxxxxxx16.22 %
Return on Total Capital xxxxxxxxxxxxxxx12.22 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx1,103.3 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 xxxxxxxxxxxxxxx1,413 M
Long Term Debt xxxxxxxxxxxxxxx16,829 M
Total Debt xxxxxxxxxxxxxxx18,242 M
Goodwill - Gross xxxxxxxxxxxxxxx12,097 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2,481 M
Price To Book Value xxxxxxxxxxxxxxx5.49

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx1,919.8 M
Capex % of Sales xxxxxxxxxxxxxxx8.56 %
Cost of Goods Sold xxxxxxxxxxxxxxx11,505 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx5,263 M
Research & Development xxxxxxxxxxxxxxx2,182 M
Investments - Total xxxxxxxxxxxxxxx244 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

0.9

No. Of Recommendations

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

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

22/11/2024

1

Buy

$345.00

24.05%

Citi highlights a buying opportunity in CSL shares following concerns the Trump administration may implement policies negatively impacting the company's vaccine business (around 15% of group EBIT) and the broader pharmaceutical sector.

The broker expects CSL will be largely spared from potential pharma pricing legislation for two reasons. Firstly, the company's gross margins are lower than the pharmaceutical industry average due to the high costs of plasma collection and fractionation.

Secondly, many of CSL's products are life-saving or lack substitutes, explain the analysts.

Citi maintains a Buy rating with an unchanged target price of $345.

FORECAST
Citi forecasts a full year FY25 dividend of 470.36 cents and EPS of 1012.70 cents.
Citi forecasts a full year FY26 dividend of 541.44 cents and EPS of 1148.21 cents.

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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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

Jarden

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Wilsons

13/09/2024

3

Market Weight

$291.78

4.92%

Wilsons notes Garadacimab is up for approval at the end of September, so the analyst revisits the earnings model and outlook for CSL's hereditary angioedema franchise.

The broker assesses Garadacimab's safety, efficacy and dosing has advantages over Takhzyro which has the potential to generate market share gains for CSL.

Some US$600m in sales are forecast for Garadacimab in the fifth year which are included in Wilsons discounted cashflow model.

No change to Market Weight rating and $291.78 target price.

FORECAST
Wilsons forecasts a full year FY25 dividend of 434.06 cents and EPS of 994.25 cents.
Wilsons forecasts a full year FY26 dividend of 487.75 cents and EPS of 1114.94 cents.
Access Extra Coverage Research History >

CSL STOCK CHART

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