BRAMBLES LIMITED (BXB)
Share Price Analysis and Chart

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BXB - BRAMBLES LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Commercial & Professional Services
Debt/EBITDA: 1.44
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Brambles is an Australian supply-chain logistics company operating in more than 50 countries. It provides unit-load equipment, pallets, crates and containers to the global transport sector. It first listed on the Australian Securities Exchange in 1954.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$19.39

19 Dec
2024

0.150

OPEN

$19.06

0.78%

HIGH

$19.39

3,318,872

LOW

$18.90

TARGET
$19.008 -2.0% downside
Franking for last dividend paid out: 35%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . CLX . ERD . KLS . KSC . LAU . NTD . QAN . QUB . SLH . SPZ . SST . THL . WTC . Z2U .
FNARENA'S MARKET CONSENSUS FORECASTS
BXB: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) 94.3 xxx
DPS (cps) 59.2 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 20.2 xxx
Dividend Yield 3.1% xxx
Div Pay Ratio(%) 62.7% 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: 5.16%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.86

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 28.90c (franking 35%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx85.5
DPS All xxxxxxxxxxxxxxx52.0
Sales/Revenue xxxxxxxxxxxxxxx9,988.6 M
Book Value Per Share xxxxxxxxxxxxxxx347.0
Net Operating Cash Flow xxxxxxxxxxxxxxx2,753.6 M
Net Profit Margin xxxxxxxxxxxxxxx11.92 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx26.03 %
Return on Invested Capital xxxxxxxxxxxxxxx14.71 %
Return on Assets xxxxxxxxxxxxxxx8.57 %
Return on Equity xxxxxxxxxxxxxxx26.03 %
Return on Total Capital xxxxxxxxxxxxxxx17.55 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx400.4 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 xxxxxxxxxxxxxxx234 M
Long Term Debt xxxxxxxxxxxxxxx3,720 M
Total Debt xxxxxxxxxxxxxxx3,954 M
Goodwill - Gross xxxxxxxxxxxxxxx278 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx169 M
Price To Book Value xxxxxxxxxxxxxxx4.19

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx1,753.6 M
Capex % of Sales xxxxxxxxxxxxxxx17.56 %
Cost of Goods Sold xxxxxxxxxxxxxxx7,969 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx490 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx227 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

0.7

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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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

25/10/2024

1

Overweight

$20.00

3.15%

Although Brambles reported 1Q25 trading update which broadly met management's expectations, Morgan Stanley highlights the update is tracking below FY25 guidance.

Weaker volumes are being offset from higher prices which are boosting the top line. The broker points to macro-economic headwinds pushing manufacturing and retail inventory levels down, including reduced US produce volumes and a return to Australian seasonal patterns.

Morgan Stanley states net new business volumes will increase in 2H25.

The Overweight rating and $20 target are maintained. Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 52.90 cents and EPS of 95.22 cents.
Morgan Stanley forecasts a full year FY26 EPS of 105.80 cents.

Ord Minnett

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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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

5

xxxx

$xx.xx

xx.xx%

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Jarden

31/10/2024

2

Overweight

$17.90

-7.68%

Brambles has reported Sep Q revenue growth of 3%, requiring a decent acceleration in revenue growth for the balance of FY25 to meet its 4-6% guidance, Jarden notes.

Pricing remains strong and has continued to be the primary driver of revenue growth across Brambles' key operating regions, the broker highlights.

It increasingly appears to the broker as though the FY25 outlook will have a second half skew. Jarden still sees overall profitability for Brambles being supported by the normalisation of IPEP charges in conjunction with cost-to-serve benefits and network efficiency initiatives.

Overweight and $17.90 target retained.

FORECAST
Jarden forecasts a full year FY25 dividend of 84.04 cents and EPS of 93.11 cents.
Jarden forecasts a full year FY26 dividend of 91.29 cents and EPS of 101.27 cents.
Access Extra Coverage Research History >

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