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
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

$21.49

05 Aug
2022

0.210

OPEN

$21.50

0.99%

HIGH

$21.62

125,536

LOW

$21.32

TARGET
$25.175 17.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABC . BLD . CSR . JHX . WGN . FBR . MGH . SFC . ACF . FBU . RWC . ITG . JLG . SRG . BRI .
FNARENA'S MARKET CONSENSUS FORECASTS
BKW: 1
Title FY20
Actual		 FY21
Actual		 FY22
Forecast		 FY23
Forecast
EPS (cps) xxx 159.0 367.4 xxx
DPS (cps) xxx 61.0 62.3 xxx
EPS Growth xxx - 22.2% 100.0% xxx
DPS Growth xxx 3.4% 2.2% xxx
PE Ratio xxx N/A 5.8 xxx
Dividend Yield xxx N/A 2.9% xxx
Div Pay Ratio(%) xxx 38.4% 17.0% xxx

Dividend yield today if purchased 3 years ago: 3.82%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.84

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: 11/04 - ex-div 22c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx159.0
DPS All xxxxxxxxxxxxxxx61.0
Sales/Revenue xxxxxxxxxxxxxxx888.0 M
Book Value Per Share xxxxxxxxxxxxxxx1,642.0
Net Operating Cash Flow xxxxxxxxxxxxxxx139.8 M
Net Profit Margin xxxxxxxxxxxxxxx27.05 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx9.84 %
Return on Invested Capital xxxxxxxxxxxxxxx7.51 %
Return on Assets xxxxxxxxxxxxxxx6.11 %
Return on Equity xxxxxxxxxxxxxxx9.84 %
Return on Total Capital xxxxxxxxxxxxxxx1.21 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-61.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.5

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

25/03/2022

1

Buy

$26.00

20.99%

Brickworks has reported first half earnings of $450m from revenue of $535m, a 40% and 7% beat to Citi forecasts respectively, with North America reporting 84% revenue increase on the previous comparable period off the back of the Illinois Brick Company acquisition.

The broker highlights that property remains a key driver for the company's outlook, with the company suggesting pre-committed developments in its pipeline will provide an additional $60m in rental income over the next three years.

The Buy rating is retained and the target price increases to $26.00 from $25.00.

FORECAST
Citi forecasts a full year FY22 dividend of 63.00 cents and EPS of 357.20 cents.
Citi forecasts a full year FY23 dividend of 63.00 cents and EPS of 222.50 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

BKW STOCK CHART

FNArena News on BKW

1
Australian Broker Call *Extra* Edition – Jul 27, 2022

Jul 27 2022 - Daily Market Reports
2
ESG Focus: Nutting Out Scope 4 Emissions

Apr 28 2022 - ESG Focus
3
FNArena Corporate Results Monitor – 30-03-2022

Mar 30 2022 - Australia
4
Weekly Ratings, Targets, Forecast Changes – 25-03-22

Mar 28 2022 - Weekly Reports
5
Weekly Ratings, Targets, Forecast Changes – 29-10-21

Nov 01 2021 - Weekly Reports

Latest Building Products & Services News

1
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Jul 05 2022 - Technicals
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Jun 15 2022 - Australia
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Apr 06 2022 - Treasure Chest
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Johns Lyng Heats Up To Global Warming Events

Mar 23 2022 - Small Caps
6
Building Materials Sector To Withstand Higher Rates

Feb 09 2022 - Australia
7
Sturdy Housing Markets Underpin James Hardie

Nov 10 2021 - Australia
8
CSR Builds To Property Segment Momentum

Nov 09 2021 - Australia
9
Buying Trigger For Johns Lyng Group

Nov 02 2021 - Technicals
10
Has Reliance Worldwide’s Upswing Peaked?

Aug 27 2021 - Australia