BORAL LIMITED (BLD)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

BLD - BORAL LIMITED

FNArena Sector : Building Products & Services
Year End: June
GICS Industry Group : Materials
Index: ASX200 | ASX300 | ALL-ORDS

Boral is a multinational company manufacturing and supplying building and construction materials. It has significant operations in the US, Asia and Australia. Its current listing stems from 2000 when the company sold its tyre business and spun off its energy assets as Origin Energy.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.78

17 Jan
2022

0.000

OPEN

$5.79

0.000

HIGH

$5.85

1,636,720

LOW

$5.72

TARGET
$6.575 13.8% upside
Franking for last dividend paid out: 50%
OTHER COMPANIES IN THE SAME SECTOR
ABC . BKW . CSR . JHX . WGN . FBR . MGH . SFC . ACF . FBU . RWC . ITG . JLG . SRG . BRI .
FNARENA'S MARKET CONSENSUS FORECASTS
BLD: 1
Title FY20
Actual		 FY21
Actual		 FY22
Forecast		 FY23
Forecast
EPS (cps) xxx 16.0 16.2 xxx
DPS (cps) xxx 0.0 11.7 xxx
EPS Growth xxx N/A 1.8% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 35.6 xxx
Dividend Yield xxx N/A 2.0% xxx
Div Pay Ratio(%) xxx 0.0% 72.0% xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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: 13/03 - ex-div 9.5c (franking 50%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx16.0
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx2,924.1 M
Book Value Per Share xxxxxxxxxxxxxxx380.6
Net Operating Cash Flow xxxxxxxxxxxxxxx653.7 M
Net Profit Margin xxxxxxxxxxxxxxx0.65 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx0.43 %
Return on Invested Capital xxxxxxxxxxxxxxx0.27 %
Return on Assets xxxxxxxxxxxxxxx0.23 %
Return on Equity xxxxxxxxxxxxxxx0.43 %
Return on Total Capital xxxxxxxxxxxxxxx1.91 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx396.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

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

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

-0.1

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

30/08/2021

4

Lighten

$6.00

3.81%

For Ord Minnett's initial response, see last week's Report.

Upon a third review of FY21 results, the broker reduces its target to $6 from $6.70. This comes after taking into account the underlying earnings revisions in the continuing business, as well as updated capital expenditure guidance. The Lighten rating is unchanged.

The lack of dividend was a disappointment, with Ord Minnett forecasting 4 cents, while the consensus estimate was for 6 cents. 

Boral reported FY21 earnings of $445m in-line with Ord Minnett's forecast ($439m) and consensus ($441m). Earnings guidance of $430-450m was provided with the release of the target statement in June.

This stock is not covered in-house by Ord Minnett. Instead, the broker whitelabels research by JP Morgan.

FORECAST
Ord Minnett forecasts a full year FY22 dividend of 6.00 cents and EPS of 9.00 cents.
Ord Minnett forecasts a full year FY23 dividend of 9.00 cents and EPS of 15.00 cents.

Credit Suisse

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >

BLD STOCK CHART

FNArena News on BLD

1
The Wrap: Artificial Intelligence, Construction Industry, Rising Bond Yield Winners & Small Cap Ideas

Oct 01 2021 - Weekly Reports
2
Rudi’s View: Appreciating The Mighty All-Weathers

Sep 16 2021 - Rudi's View
3
Rudi’s View: Investment Themes For The Year Ahead

Sep 09 2021 - Rudi's View
4
Rudi’s View: It’s The End Of The Trend

Sep 02 2021 - Rudi's View
5
Weekly Ratings, Targets, Forecast Changes – 27-08-21

Aug 30 2021 - Weekly Reports

Latest Building Products & Services News

1
Sturdy Housing Markets Underpin James Hardie

Nov 10 2021 - Australia
2
CSR Builds To Property Segment Momentum

Nov 09 2021 - Australia
3
Buying Trigger For Johns Lyng Group

Nov 02 2021 - Technicals
4
Has Reliance Worldwide’s Upswing Peaked?

Aug 27 2021 - Australia
5
Johns Lyng Grows In Catastrophe And Strata

Jul 08 2021 - Small Caps
6
Treasure Chest: Boral Sale Adds Complexity

Jun 22 2021 - Treasure Chest
7
Activity Levels Shore Up Fletcher Building

May 28 2021 - Australia
8
James Hardie Heralds New Marketing Drive

May 27 2021 - Australia
9
Robust Property Profile Underpins CSR

May 17 2021 - Australia
10
Reliance Worldwide Flush With Confidence

Apr 28 2021 - Australia