BRAMBLES LIMITED (BXB)
Share Price Analysis and Chart

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BXB

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

$19.93

20 Feb
2025

0.310

OPEN

$20.01

1.58%

HIGH

$20.60

4,903,489

LOW

$19.55

TARGET
$20.308

+0.11 change from previous day

 1.9% upside
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) 60.9 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 21.0 xxx
Dividend Yield 3.1% xxx
Div Pay Ratio(%) 64.6% 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: 5.28%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.70

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 © 2025 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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

05/02/2025

1

Buy

$22.50

12.90%

UBS raises the target for Brambles to $22.50 from $19.10 following a review of its investment thesis while maintaining a Buy rating.

The broker sees Brambles generating a value-creating return on invested capital (ROIC) on non-pooling capex, unlike industries where productivity investment is needed just to keep pace with competition.

The analyst also views automation and digital initiatives as relatively low-risk, 'test and learn' investments for a global network business with diverse markets and plants.

For upcoming 1H results, UBS forecast a rise in sales revenue of 3.8% and earnings (EBIT) of 7.8% in constant currency.

FORECAST
UBS forecasts a full year FY25 EPS of 96.00 cents.
UBS forecasts a full year FY26 EPS of 108.00 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$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

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Goldman Sachs

31/10/2024

5

Sell

$16.30

-18.21%

Goldman Sachs maintains a Sell rating on Brambles and raises the target price by 3% to $16.30, reflecting updated FY25 earnings estimates post updated 1Q25 results.

The broker highlights ongoing elevated capex requirements and the risk of losing Costco’s legacy business if the latter transitions to plastic pallets.

The broker's valuation appears pressured by cash flow challenges and the likelihood of future capital investments.

FORECAST
Goldman Sachs forecasts a full year FY25 EPS of 94.66 cents.
Goldman Sachs forecasts a full year FY26 EPS of 105.34 cents.
Access Extra Coverage Research History >

BXB STOCK CHART

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