Brickworks Limited

ASX:BKW Rapport sur les actions

Capitalisation boursière : AU$5.0b

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Brickworks Gestion

Gestion contrôle des critères 4/4

Le PDG Brickworks est Mark Ellenor, nommé en Apr2024, a un mandat de 1.42 ans. La rémunération annuelle totale est A$ 1.66M, composée du salaire de 61.5% et des bonus 38.5%, y compris les actions et options de la société. détient directement 0.017% des actions de la société, d'une valeur de A$ 861.47K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.1 ans et 5.8 ans.

Informations clés

Mark Ellenor

Directeur général

AU$1.7m

Rémunération totale

Pourcentage du salaire du PDG61.49%
Durée du mandat du directeur général1.4yrs
Propriété du PDG0.02%
Durée moyenne d'occupation des postes de direction3.1yrs
Durée moyenne du mandat des membres du conseil d'administration5.8yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit 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.
Article d’analyse 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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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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 de la rémunération des PDG

Comment la rémunération de Mark Ellenor a-t-elle évolué par rapport aux bénéfices de Brickworks?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Mark ($USD 1.10M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché Australian ($USD 2.13M ).

Rémunération et revenus: La rémunération de Mark a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Mark Ellenor

1.4yrs
Titularisation
AU$1,662,987
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
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 Counsel10.4yrspas de donnéespas de données
Mark Callagher
General Manager of Corporate Developmentno datapas de donnéespas de données
David Millington
General Manager of Austral Masonry10.6yrsAU$183.89kpas de données
Emily Antonio
General Manager of Operationsno datapas de donnéespas de données
3.1yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe de direction de BKW est considérée comme expérimentée (ancienneté moyenne 3.1 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
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
Durée moyenne de l'emploi
63yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de BKW sont considérés comme expérimentés (ancienneté moyenne 5.8 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2025/09/25 19:08
Cours de l'action en fin de journée2025/09/15 00:00
Les revenus2025/01/31
Revenus annuels2024/07/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Brickworks Limited est couverte par 4 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Suraj NebhaniCitigroup Inc
Lee PowerDeutsche Bank
Peter SteynMacquarie Research