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

$25.03

03 Oct
2023

-0.300

OPEN

$25.09

-1.18%

HIGH

$25.22

385,288

LOW

$24.73

TARGET
$27.208 8.7% 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 258.9 113.7 xxx
DPS (cps) xxx 65.0 63.5 xxx
EPS Growth xxx - 54.0% - 56.1% xxx
DPS Growth xxx 3.2% - 2.3% xxx
PE Ratio xxx N/A 21.8 xxx
Dividend Yield xxx N/A 2.6% xxx
Div Pay Ratio(%) xxx 25.1% 55.8% xxx

Dividend yield today if purchased 3 years ago: 3.40%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.63

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: 06/04 - ex-div 23c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 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

0.7

No. Of Recommendations

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

Morgans

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

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

29/09/2023

1

Buy

$28.10

12.27%

The FY23 EBIT result from Brickworks was marginally below UBS estimates because of a weaker-than-expected contribution from investments.

Building products are expected to face headwinds from the second half of FY24 as the company tries to raise price in the face of elevated input costs and despite softer volumes.

UBS expects property will fare better as strong rental increases help to offset rising cap rates. Buy rating retained. Target is reduced to $28.10 from $29.00.

FORECAST
UBS forecasts a full year FY24 dividend of 69.00 cents and EPS of 96.00 cents.
UBS forecasts a full year FY25 EPS of 114.00 cents.

Ord Minnett

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

BKW STOCK CHART

FNArena News on BKW

1
Brickworks Underestimated & Cheap, Brokers Say

1:11 PM - Australia
2
Australian Broker Call *Extra* Edition – Oct 04, 2023

12:16 PM - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 29-09-23

Oct 02 2023 - Weekly Reports
4
FNArena Corporate Results Monitor – 29-09-2023

Sep 29 2023 - Australia
5
Rudi’s View: Looking For Answers

Sep 27 2023 - Rudi's View

Latest Building Products & Services News

1
Brickworks Underestimated & Cheap, Brokers Say

1:11 PM - Australia
2
Analysts In Love With James Hardie, Yet Again

Aug 23 2023 - Australia
3
Johns Lyng And The Weather Factor

Jun 26 2023 - Small Caps
4
Treasure Chest: Boral To Prove Sceptics Wrong?

Apr 04 2023 - Treasure Chest
5
Added Bite from Reliance Worldwide’s New Products

Mar 30 2023 - Australia
6
Boral Shares Surge, Brokers Remain Cautious

Feb 09 2023 - Australia
7
Eye On (Small Cap) Building & Materials Stocks

Feb 01 2023 - Small Caps
8
Cost Blow-Out Rattles Fletcher Building

Dec 21 2022 - Australia
9
Divided Opinions on Reliance Worldwide

Dec 21 2022 - Australia
10
Maas Moves In On Melbourne Market

Dec 12 2022 - Small Caps