BRAMBLES LIMITED (BXB)
Share Price Analysis and Chart

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BXB - BRAMBLES LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Commercial & Professional Services
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

$11.60

16 May
2022

1.170

OPEN

$11.50

11.22%

HIGH

$11.82

11,887,775

LOW

$11.26

TARGET
$11.994

+0.21 change from previous day

3.4% upside
Franking for last dividend paid out: 30%
OTHER COMPANIES IN THE SAME SECTOR
AIZ . AQZ . AZJ . a2b . KSC . MCS . QAN . QUB . VAH . NTD . LAU . WTC . Z2U . AVD . ERD . SST . CLX . SLH .
FNARENA'S MARKET CONSENSUS FORECASTS
BXB: 1
Title FY22
Forecast
FY23
Forecast
EPS (cps) 57.3 xxx
DPS (cps) 29.7 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 18.5 xxx
Dividend Yield 2.8% xxx
Div Pay Ratio(%) 51.8% 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: 2.33%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

2.76

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: 09/03 - ex-div 15.06c (franking 30%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx48.0
DPS All xxxxxxxxxxxxxxx41.6
Sales/Revenue xxxxxxxxxxxxxxx6,984.2 M
Book Value Per Share xxxxxxxxxxxxxxx248.5
Net Operating Cash Flow xxxxxxxxxxxxxxx2,090.5 M
Net Profit Margin xxxxxxxxxxxxxxx10.27 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx18.91 %
Return on Invested Capital xxxxxxxxxxxxxxx10.20 %
Return on Assets xxxxxxxxxxxxxxx6.63 %
Return on Equity xxxxxxxxxxxxxxx18.91 %
Return on Total Capital xxxxxxxxxxxxxxx12.78 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx297.7 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

0.4

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

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Ord Minnett

17/05/2022

1

Buy

$12.70

9.48%

Brambles has confirmed media reports of an unsolicited approach from CVC Capital Partners. Ord Minnett is not surprised there is interest, given a relatively undemanding valuation and a business with strong market share.

The broker believes the bid prospect highlights the latent value that could be realised in the business, should the problems with CHEP Americas, such as loss rates, be resolved.

Moreover, corporate activity is likely to provide support for the share price until efficiencies from the transformation program are realised and an outcome on the Costco plastic pallets trial is announced.

The broker retains a Buy rating and raises the target to $12.70 from $11.95.

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 27.25 cents and EPS of 53.15 cents.
Ord Minnett forecasts a full year FY23 dividend of 28.62 cents and EPS of 55.87 cents.

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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BXB STOCK CHART