CSL LIMITED (CSL)
Share Price Analysis and Chart

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CSL - CSL LIMITED

FNArena Sector : Pharmaceuticals & Biotech/Lifesciences
Year End: June
GICS Industry Group : Pharmaceuticals, Biotechnology & Life Sciences
Debt/EBITDA: 3.28
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

CSL is a global biotechnology company that researches, develops, manufactures and markets products for the treatment of human diseases. With a market cap of over $138bn it is one of Australia's top three largest index weights. The former Commonwealth Serum Laboratory listed in June 1994 and has generated an average annual return of 28% since (up until mid-2020). CSL is the world's largest collector of plasma and the second largest producer of vaccines.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$263.12

05 Dec
2023

-1.050

OPEN

$265.25

-0.40%

HIGH

$266.37

688,995

LOW

$263.10

TARGET
$329.70 25.3% upside
Franking for last dividend paid out: 10%
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FNARENA'S MARKET CONSENSUS FORECASTS
CSL: 1
Title FY24
Forecast		 FY25
Forecast
EPS (cps) 941.4 xxx
DPS (cps) 410.9 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 28.4 xxx
Dividend Yield 1.5% xxx
Div Pay Ratio(%) 43.7% 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: 1.22%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.34

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 199.23c (franking 10%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx691.9
DPS All xxxxxxxxxxxxxxx362.9
Sales/Revenue xxxxxxxxxxxxxxx19,585.3 M
Book Value Per Share xxxxxxxxxxxxxxx4,916.4
Net Operating Cash Flow xxxxxxxxxxxxxxx3,866.8 M
Net Profit Margin xxxxxxxxxxxxxxx17.03 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx14.86 %
Return on Invested Capital xxxxxxxxxxxxxxx9.64 %
Return on Assets xxxxxxxxxxxxxxx6.98 %
Return on Equity xxxxxxxxxxxxxxx14.86 %
Return on Total Capital xxxxxxxxxxxxxxx10.85 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx428.2 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 xxxxxxxxxxxxxxx1,585 M
Long Term Debt xxxxxxxxxxxxxxx16,784 M
Total Debt xxxxxxxxxxxxxxx18,369 M
Goodwill - Gross xxxxxxxxxxxxxxx12,137 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2,326 M
Price To Book Value xxxxxxxxxxxxxxx5.64

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx2,515.4 M
Capex % of Sales xxxxxxxxxxxxxxx12.84 %
Cost of Goods Sold xxxxxxxxxxxxxxx10,120 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx5,105 M
Research & Development xxxxxxxxxxxxxxx1,836 M
Investments - Total xxxxxxxxxxxxxxx260 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

0.9

No. Of Recommendations

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

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

18/10/2023

2

Accumulate

$330.00

25.42%

CSL has reiterated full year guidance, implying 13-17% constant currency growth on the previous year. As Ord Minnett highlights, guidance does incorporate gross margin recovery in Behring. 

The broker considers CSL's shares to be undervalued, expecting Behring's gross margins can recover to prepandemic levels by 2027. Further, it expects cost per litre efficiencies to improve from the roll out of a new donation system, reducing average donation time -30%. 

The Accumulate rating and target price of $330.00 are retained. 

FORECAST
Ord Minnett forecasts a full year FY24 dividend of 629.49 cents and EPS of 1428.62 cents.
Ord Minnett forecasts a full year FY25 dividend of 753.40 cents and EPS of 1714.16 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

CSL STOCK CHART

FNArena News on CSL

1
November In Review: Equities Up As Bond Yields Slide

11:18 AM - Australia
2
Australian Broker Call *Extra* Edition – Dec 06, 2023

10:32 AM - Daily Market Reports
3
Rudi’s View: Bear&Bull Market To Continue (?) In 2024

9:59 AM - Rudi's View
4
Rudi’s View: All-Weather Portfolio In 2023

Nov 29 2023 - Rudi's View
5
In Case You Missed It – BC Extra Upgrades & Downgrades – 24-11-23

Nov 24 2023 - Weekly Reports

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