Brickworks Limited

ASX:BKW Lagerbericht

Marktkapitalisierung: AU$5.0b

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Brickworks Management

Management Kriterienprüfungen 4/4

Brickworks CEO ist Mark Ellenor , ernannt in Apr 2024, hat eine Amtszeit von 1.42 Jahren. Die jährliche Gesamtvergütung beträgt A$1.66M , bestehend aus 61.5% Gehalt und 38.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.017% der Aktien des Unternehmens, im Wert von A$861.47K . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.1 Jahre bzw. 5.8 Jahre.

Wichtige Informationen

Mark Ellenor

Geschäftsführender

AU$1.7m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts61.49%
Amtszeit als Geschäftsführer1.4yrs
Eigentum des Geschäftsführers0.02%
Durchschnittliche Amtszeit des Managements3.1yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder5.8yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Sep 25

Oakdale West And East Projects Will Unlock Rental Value

The slight reduction in Brickworks' consensus price target to A$31.19 primarily reflects modestly lower revenue growth forecasts. What's in the News Washington H.
Analyseartikel May 15

Getting In Cheap On Brickworks Limited (ASX:BKW) Is Unlikely

When you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...
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Neues Narrativ May 01

Oakdale West And East Projects Will Unlock Rental Value

Anticipated growth in property rental income and completion of projects will boost revenue and net margins through new leasing.
Analyseartikel Apr 24

Investors Could Be Concerned With Brickworks' (ASX:BKW) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analyseartikel Mar 24

Brickworks (ASX:BKW) Is Due To Pay A Dividend Of A$0.25

Brickworks Limited ( ASX:BKW ) has announced that it will pay a dividend of A$0.25 per share on the 1st of May. This...
Analyseartikel Mar 06

Is Brickworks Limited (ASX:BKW) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brickworks fair value estimate is AU$19.27 Current share price...
Analyseartikel Jan 20

Be Wary Of Brickworks (ASX:BKW) And Its Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Analyseartikel Jan 03

Brickworks Limited's (ASX:BKW) Popularity With Investors Is Under Threat From Overpricing

When you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...
Analyseartikel Nov 21

Is Brickworks Limited (ASX:BKW) Worth AU$26.3 Based On Its Intrinsic Value?

Key Insights Brickworks' estimated fair value is AU$20.46 based on 2 Stage Free Cash Flow to Equity Brickworks is...
Analyseartikel Nov 05

Does Brickworks (ASX:BKW) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Sep 30

Brickworks (ASX:BKW) Has Announced That It Will Be Increasing Its Dividend To A$0.43

Brickworks Limited ( ASX:BKW ) has announced that it will be increasing its dividend from last year's comparable...
Analyseartikel Sep 28

Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analyseartikel Sep 12

Risks To Shareholder Returns Are Elevated At These Prices For Brickworks Limited (ASX:BKW)

When you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...
Analyseartikel Jun 08

Brickworks Limited's (ASX:BKW) Share Price Could Signal Some Risk

Brickworks Limited's ( ASX:BKW ) price-to-sales (or "P/S") ratio of 3.5x may not look like an appealing investment...
Analyseartikel May 21

Brickworks (ASX:BKW) Will Be Hoping To Turn Its Returns On Capital Around

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel May 02

Is Brickworks (ASX:BKW) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analyseartikel Feb 15

Brickworks Limited's (ASX:BKW) Business And Shares Still Trailing The Market

Brickworks Limited's ( ASX:BKW ) price-to-earnings (or "P/E") ratio of 10.5x might make it look like a buy right now...
Analyseartikel Jan 28

The Returns On Capital At Brickworks (ASX:BKW) Don't Inspire Confidence

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Jan 13

Brickworks Limited (ASX:BKW) Shares Could Be 22% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brickworks fair value estimate is AU$35.32 Brickworks is...
Analyseartikel Oct 30

Is Brickworks (ASX:BKW) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Oct 12

Brickworks (ASX:BKW) Has Announced That It Will Be Increasing Its Dividend To A$0.42

Brickworks Limited ( ASX:BKW ) has announced that it will be increasing its dividend from last year's comparable...
Analyseartikel Sep 12

Investors Could Be Concerned With Brickworks' (ASX:BKW) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Analyseartikel Jun 08

The Returns On Capital At Brickworks (ASX:BKW) Don't Inspire Confidence

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analyseartikel May 01

Brickworks (ASX:BKW) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Mar 26

Brickworks (ASX:BKW) Is Paying Out A Larger Dividend Than Last Year

Brickworks Limited ( ASX:BKW ) will increase its dividend on the 2nd of May to A$0.23, which is 4.5% higher than last...
Analyseartikel Feb 07

Here's Why We Think Brickworks (ASX:BKW) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analyseartikel Jan 20

Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analyseartikel Nov 03

Here's Why Brickworks (ASX:BKW) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analyseartikel Oct 04

Here's Why Brickworks (ASX:BKW) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Sep 09

Returns On Capital At Brickworks (ASX:BKW) Paint A Concerning Picture

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Analyseartikel Aug 28

Should You Investigate Brickworks Limited (ASX:BKW) At AU$21.23?

While Brickworks Limited ( ASX:BKW ) might not be the most widely known stock at the moment, it received a lot of...
Analyseartikel Jul 29

A Look At The Intrinsic Value Of Brickworks Limited (ASX:BKW)

In this article we are going to estimate the intrinsic value of Brickworks Limited ( ASX:BKW ) by taking the expected...
Analyseartikel Jun 29

If EPS Growth Is Important To You, Brickworks (ASX:BKW) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyseartikel Jun 02

These 4 Measures Indicate That Brickworks (ASX:BKW) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyseartikel May 19

Returns On Capital Signal Tricky Times Ahead For Brickworks (ASX:BKW)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Analyseartikel Mar 27

Brickworks (ASX:BKW) Is Increasing Its Dividend To AU$0.22

Brickworks Limited's ( ASX:BKW ) dividend will be increasing to AU$0.22 on 3rd of May. Despite this raise, the dividend...
Analyseartikel Mar 27

With EPS Growth And More, Brickworks (ASX:BKW) Is Interesting

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Feb 11

Is Brickworks Limited (ASX:BKW) Worth AU$22.1 Based On Its Intrinsic Value?

In this article we are going to estimate the intrinsic value of Brickworks Limited ( ASX:BKW ) by taking the forecast...
Analyseartikel Jan 14

Brickworks (ASX:BKW) Will Be Hoping To Turn Its Returns On Capital Around

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyseartikel Dec 29

Here's Why Brickworks (ASX:BKW) Has A Meaningful Debt Burden

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analyseartikel Nov 16

Increases to Brickworks Limited's (ASX:BKW) CEO Compensation Might Cool off for now

Performance at Brickworks Limited ( ASX:BKW ) has been reasonably good and CEO Lindsay Partridge has done a decent job...
Analyseartikel Sep 24

Does Brickworks (ASX:BKW) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Aug 24

Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Mark Ellenor im Vergleich zu den Einnahmen von Brickworks verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jan 31 2025n/an/a

-AU$44m

Oct 31 2024n/an/a

-AU$81m

Jul 31 2024AU$2mAU$1m

-AU$117m

Jan 31 2024n/an/a

-AU$8m

Oct 31 2023n/an/a

AU$199m

Jul 31 2023AU$2mAU$1m

AU$405m

Jan 31 2023n/an/a

AU$655m

Oct 31 2022n/an/a

AU$763m

Jul 31 2022n/an/a

AU$870m

Jan 31 2022n/an/a

AU$747m

Oct 31 2021n/an/a

AU$495m

Jul 31 2021n/an/a

AU$243m

Apr 30 2021n/an/a

AU$282m

Jan 31 2021n/an/a

AU$322m

Oct 31 2020n/an/a

AU$318m

Jul 31 2020n/an/a

AU$315m

Apr 30 2020n/an/a

AU$214m

Jan 31 2020n/an/a

AU$114m

Oct 31 2019n/an/a

AU$155m

Jul 31 2019AU$382kAU$261k

AU$197m

Vergütung im Vergleich zum Markt: MarkDie Gesamtvergütung ($USD1.10M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Australian ($USD2.17M).

Entschädigung vs. Einkommen: MarkDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Mark Ellenor

1.4yrs
Amtszeit
AU$1,662,987
Vergütung

Mr. Mark A. Ellenor, B.Bus, serves as Chief Executive Officer at Brickworks Limited since April 2, 2024. He served as Chief Operating officer at Brickworks Limited since August 01, 2023 until April 2024. H...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Mark Ellenor
Chief Executive Officer1.4yrsAU$1.66m0.017%
A$ 861.5k
Grant Douglas
Chief Financial Officer3.1yrsAU$1.05m0.0014%
A$ 72.5k
David Fitzharris
Executive General Manager of Building Products Australia1.7yrsAU$1.06m0.073%
A$ 3.7m
Susan Leppinus
Company Secretary & General Counsel10.4yrskeine Datenkeine Daten
Mark Callagher
General Manager of Corporate Developmentno datakeine Datenkeine Daten
David Millington
General Manager of Austral Masonry10.6yrsAU$183.89kkeine Daten
Emily Antonio
General Manager of Operationsno datakeine Datenkeine Daten
3.1yrs
Durchschnittliche Betriebszugehörigkeit

Erfahrenes Management: BKWDas Führungsteam des Unternehmens gilt als erfahren (3.1 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Robert Millner
Non Executive Chairman28.7yrsAU$293.96k2.43%
A$ 122.4m
Deborah Page
Lead Independent Director11.2yrsAU$187.24k0.011%
A$ 574.3k
Malcolm Bundey
Independent Deputy Chairman5.9yrsAU$205.94k0.0026%
A$ 131.0k
Todd Barlow
Independent Non-Executive Director1.3yrsAU$20.50k0.0013%
A$ 66.0k
Robyn Stubbs
Independent Non-Executive Director5.7yrsAU$167.34k0.00066%
A$ 33.2k
Joel Fitzgibbon
Independent Non-Executive Director2.7yrsAU$167.34k0.00098%
A$ 49.4k
5.8yrs
Durchschnittliche Betriebszugehörigkeit
63yo
Durchschnittliches Alter

Erfahrener Vorstand: BKWDie Vorstandsmitglieder gelten als erfahren (5.8 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2025/09/25 05:33
Aktienkurs zum Tagesende2025/09/15 00:00
Gewinne2025/01/31
Jährliche Einnahmen2024/07/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Brickworks Limited wird von 4 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Suraj NebhaniCitigroup Inc
Lee PowerDeutsche Bank
Peter SteynMacquarie Research