Brickworks Limited

Informe acción ASX:BKW

Capitalización de mercado: AU$5.0b

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Brickworks Dirección

Dirección controles de criterios 4/4

El CEO de Brickworks es Mark Ellenor , nombrado en Apr 2024, tiene una permanencia de 1.42 años. compensación anual total es A$1.66M, compuesta por 61.5% salario y 38.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.017% de las acciones de la empresa, por valor de A$861.47K. La antigüedad media del equipo directivo y de la junta directiva es de 3.1 años y 5.8 años, respectivamente.

Información clave

Mark Ellenor

Chief Executive Officer (CEO)

AU$1.7m

Compensación total

Porcentaje del salario del CEO61.49%
Permanencia del CEO1.4yrs
Participación del CEO0.02%
Permanencia media de la dirección3.1yrs
Promedio de permanencia en la Junta Directiva5.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa 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.
Artículo de análisis 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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Nueva narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mark Ellenor en comparación con los beneficios de Brickworks?
FechaCompensación totalSalarioIngresos de la empresa
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

Compensación vs. Mercado: La compensación total de Mark($USD1.10M) está por debajo de la media de empresas de tamaño similar en el mercado Australian ($USD2.11M).

Compensación vs. Ingresos: La compensación de Mark ha sido consistente con los resultados de la empresa en el último año.


CEO

Mark Ellenor

1.4yrs
Permanencia
AU$1,662,987
Compensación

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...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
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 Counsel10.4yrssin datossin datos
Mark Callagher
General Manager of Corporate Developmentno datasin datossin datos
David Millington
General Manager of Austral Masonry10.6yrsAU$183.89ksin datos
Emily Antonio
General Manager of Operationsno datasin datossin datos
3.1yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de BKW se considera experimentado (3.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
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
Permanencia media
63yo
Promedio de edad

Junta con experiencia: La junta directiva de BKW se considera experimentada (5.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/09/25 21:24
Precio de las acciones al final del día2025/09/15 00:00
Beneficios2025/01/31
Ingresos anuales2024/07/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Brickworks Limited está cubierta por 4 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Suraj NebhaniCitigroup Inc
Lee PowerDeutsche Bank
Peter SteynMacquarie Research