This company listing is no longer active
This company may still be operating, however this listing is no longer active. Find out why through their latest events.
Barloworld (BAW) Aperçu de l'action
Barloworld Limited est une entreprise de transformation industrielle, de distribution et de services en Afrique australe, au Royaume-Uni, en Australie, en Russie et en Mongolie. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 4/6 |
| Performances passées | 2/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
BAW Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Barloworld Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | R118.30 |
| Plus haut sur 52 semaines | R125.00 |
| Plus bas sur 52 semaines | R95.02 |
| Bêta | -0.012 |
| Variation sur 1 mois | 0% |
| Variation sur 3 mois | -0.80% |
| Variation sur 1 an | 8.82% |
| Variation sur 3 ans | 31.72% |
| Variation sur 5 ans | 27.04% |
| Évolution depuis l'introduction en bourse | 136.60% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jan 12
BAW: Takeover Progress And Earnings Outlook Will Shape Steady Future Prospects
Analysts have kept their fair value estimate for Barloworld steady at R113.50 per share, with only minor tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E informing the latest price target update. What's in the News Masego Le Katlego (Pty) Ltd and Gulf Falcon Holding Limited completed the acquisition of an additional 76.69% stake in Barloworld for ZAR 17.6b, bringing their holding to 97.6% of the offer shares.Mise à jour du récit • Dec 20
BAW: Earnings Outlook And Finance Leadership Transition Will Shape Fairly Balanced Prospects
Analysts have modestly revised their price target on Barloworld to ZAR 113.50, reflecting slightly improved discount rate assumptions and stable long term expectations for revenue growth, profitability, and valuation multiples. What's in the News Issued earnings guidance for the twelve months ending September 30, 2025, with expected basic EPS of 767.3 to 787.0 cents and basic HEPS of 794.5 to 814.5 cents (company guidance) Announced the planned retirement of Group Finance Director Ms. Nopasika Vuyelwa Lila on 31 November 2025 and the appointment of Ms. Relebohile Mosaletseng Sehoole as incoming Group Finance Director from 1 December 2025 (company announcement) Removed as a constituent of the S and P Global BMI Index, which may affect passive investor ownership and trading liquidity (index update) Valuation Changes Consensus analyst price target remained unchanged at ZAR 113.50, indicating no revision to the estimated fair value of the shares.Mise à jour du récit • Dec 06
BAW: Earnings Outlook And Leadership Changes Will Shape Fairly Balanced Prospects
Analysts have raised their price target for Barloworld from approximately R108.67 to R113.50, citing stronger expected revenue growth, improved profit margins and a lower anticipated future price to earnings multiple as key drivers of the upgrade. What's in the News Issued earnings guidance for the twelve months ending September 30, 2025, with expected Basic EPS of 767.3 to 787.0 cents and Basic HEPS of 794.5 to 814.5 cents (company guidance) Announced the retirement of Group Finance Director Nopasika Vuyelwa Lila effective November 31, 2025, following a tenure that began in 2019 (company announcement) Appointed Relebohile Mosaletseng Sehoole as incoming Group Finance Director from December 1, 2025, drawing on her decade of experience within Barloworld and prior senior finance roles (company announcement) Removed from the S&P Global BMI Index, which may affect passive fund ownership and index-linked demand for the share (index announcement) Valuation Changes Fair Value Estimate increased moderately from ZAR 108.67 to ZAR 113.50 per share, reflecting higher expected earnings and cash flows Discount Rate edged up slightly from 21.02% to 21.29%, indicating a marginally higher required return for equity investors Revenue Growth was raised significantly from 2.78% to 6.95% per year, signalling stronger top line expectations over the forecast period Net Profit Margin improved from 5.71% to 7.02%, pointing to better projected operating efficiency and profitability Future P/E was reduced from 13.42x to 11.82x, suggesting the higher valuation is supported by stronger earnings rather than multiple expansionRecent updates
Mise à jour du récit • Jan 12
BAW: Takeover Progress And Earnings Outlook Will Shape Steady Future Prospects
Analysts have kept their fair value estimate for Barloworld steady at R113.50 per share, with only minor tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E informing the latest price target update. What's in the News Masego Le Katlego (Pty) Ltd and Gulf Falcon Holding Limited completed the acquisition of an additional 76.69% stake in Barloworld for ZAR 17.6b, bringing their holding to 97.6% of the offer shares.Mise à jour du récit • Dec 20
BAW: Earnings Outlook And Finance Leadership Transition Will Shape Fairly Balanced Prospects
Analysts have modestly revised their price target on Barloworld to ZAR 113.50, reflecting slightly improved discount rate assumptions and stable long term expectations for revenue growth, profitability, and valuation multiples. What's in the News Issued earnings guidance for the twelve months ending September 30, 2025, with expected basic EPS of 767.3 to 787.0 cents and basic HEPS of 794.5 to 814.5 cents (company guidance) Announced the planned retirement of Group Finance Director Ms. Nopasika Vuyelwa Lila on 31 November 2025 and the appointment of Ms. Relebohile Mosaletseng Sehoole as incoming Group Finance Director from 1 December 2025 (company announcement) Removed as a constituent of the S and P Global BMI Index, which may affect passive investor ownership and trading liquidity (index update) Valuation Changes Consensus analyst price target remained unchanged at ZAR 113.50, indicating no revision to the estimated fair value of the shares.Mise à jour du récit • Dec 06
BAW: Earnings Outlook And Leadership Changes Will Shape Fairly Balanced Prospects
Analysts have raised their price target for Barloworld from approximately R108.67 to R113.50, citing stronger expected revenue growth, improved profit margins and a lower anticipated future price to earnings multiple as key drivers of the upgrade. What's in the News Issued earnings guidance for the twelve months ending September 30, 2025, with expected Basic EPS of 767.3 to 787.0 cents and Basic HEPS of 794.5 to 814.5 cents (company guidance) Announced the retirement of Group Finance Director Nopasika Vuyelwa Lila effective November 31, 2025, following a tenure that began in 2019 (company announcement) Appointed Relebohile Mosaletseng Sehoole as incoming Group Finance Director from December 1, 2025, drawing on her decade of experience within Barloworld and prior senior finance roles (company announcement) Removed from the S&P Global BMI Index, which may affect passive fund ownership and index-linked demand for the share (index announcement) Valuation Changes Fair Value Estimate increased moderately from ZAR 108.67 to ZAR 113.50 per share, reflecting higher expected earnings and cash flows Discount Rate edged up slightly from 21.02% to 21.29%, indicating a marginally higher required return for equity investors Revenue Growth was raised significantly from 2.78% to 6.95% per year, signalling stronger top line expectations over the forecast period Net Profit Margin improved from 5.71% to 7.02%, pointing to better projected operating efficiency and profitability Future P/E was reduced from 13.42x to 11.82x, suggesting the higher valuation is supported by stronger earnings rather than multiple expansionMise à jour du récit • Aug 08
Expanding Infrastructure And Green Investments Will Drive Opportunity
The upward revision in Barloworld’s consensus price target to ZAR111.50 primarily reflects a higher future P/E multiple, signaling increased optimism on earnings prospects, while the discount rate remained largely unchanged. What's in the News Barloworld received an extended deadline from the U.S. Department of Commerce to submit a final report on voluntary disclosure of apparent export control violations, with the investigation ongoing.
Nouveau récit • Feb 17
Debt Reduction And Efficiency Focus Will Stabilize Future Earnings
Reducing interest-bearing obligations and optimizing equipment segments are key to improving net margins and stabilizing earnings.Article d’analyse • Dec 12
What Barloworld Limited's (JSE:BAW) 30% Share Price Gain Is Not Telling You
Barloworld Limited ( JSE:BAW ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...Article d’analyse • Nov 28
Barloworld (JSE:BAW) Is Increasing Its Dividend To ZAR3.10
Barloworld Limited ( JSE:BAW ) will increase its dividend from last year's comparable payment on the 6th of January to...Article d’analyse • Jul 22
Barloworld (JSE:BAW) Takes On Some Risk With Its Use Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Jun 03
Barloworld's (JSE:BAW) Soft Earnings Don't Show The Whole Picture
Soft earnings didn't appear to concern Barloworld Limited's ( JSE:BAW ) shareholders over the last week. Our analysis...Article d’analyse • Apr 26
Barloworld Limited's (JSE:BAW) Shares Climb 44% But Its Business Is Yet to Catch Up
Barloworld Limited ( JSE:BAW ) shareholders would be excited to see that the share price has had a great month, posting...Article d’analyse • Mar 12
Barloworld Limited's (JSE:BAW) Earnings Are Not Doing Enough For Some Investors
When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 9x, you may consider...Article d’analyse • Feb 10
Increases to Barloworld Limited's (JSE:BAW) CEO Compensation Might Cool off for now
Key Insights Barloworld to hold its Annual General Meeting on 16th of February Salary of R11.2m is part of CEO Dominic...Article d’analyse • Nov 23
Earnings Update: Barloworld Limited (JSE:BAW) Just Reported Its Full-Year Results And Analysts Are Updating Their Forecasts
Shareholders might have noticed that Barloworld Limited ( JSE:BAW ) filed its annual result this time last week. The...Rendement pour les actionnaires
| BAW | ZA Trade Distributors | ZA Marché | |
|---|---|---|---|
| 7D | 0% | -0.9% | 2.9% |
| 1Y | 8.8% | 1.4% | 12.9% |
Rendement vs Industrie: BAW a dépassé le secteur ZA Trade Distributors qui a rapporté 1.4 % au cours de l'année écoulée.
Rendement vs marché: BAW a sous-performé le marché ZA qui a rapporté 12.9 % au cours de l'année écoulée.
Volatilité des prix
| BAW volatility | |
|---|---|
| BAW Average Weekly Movement | n/a |
| Trade Distributors Industry Average Movement | 7.4% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in ZA Market | 9.8% |
| 10% least volatile stocks in ZA Market | 2.7% |
Cours de l'action stable: Le cours de l'action de BAW a été volatil au cours des 3 derniers mois par rapport au marché ZA.
Volatilité au fil du temps: Données insuffisantes pour déterminer l'évolution de la volatilité de BAW au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1902 | 6,194 | Dominic Sewela | www.barloworld.com |
Barloworld Limited est une entreprise de transformation industrielle, de distribution et de services en Afrique australe, au Royaume-Uni, en Australie, en Russie et en Mongolie. La société opère par le biais des segments Equipment Southern Africa, Ingrain, Equipment Mongolia, Equipment Russia et Other. La société propose des équipements industriels et des services comprenant des équipements de terrassement, des services industriels et des systèmes d'alimentation qui permettent de mettre en œuvre diverses solutions dans les domaines de l'exploitation minière, de la construction et de l'alimentation électrique.
Barloworld Limited Résumé des fondamentaux
| BAW statistiques fondamentales | |
|---|---|
| Capitalisation boursière | R22.12b |
| Bénéfices(TTM) | R1.45b |
| Recettes(TTM) | R37.71b |
15.3x
Ratio P/E0.6x
Ratio P/SLe site BAW est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| BAW compte de résultat (TTM) | |
|---|---|
| Recettes | R37.71b |
| Coût des recettes | R33.08b |
| Marge brute | R4.63b |
| Autres dépenses | R3.18b |
| Les revenus | R1.45b |
Derniers bénéfices déclarés
Sep 30, 2025
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 7.73 |
| Marge brute | 12.27% |
| Marge bénéficiaire nette | 3.83% |
| Ratio dettes/capitaux propres | 84.5% |
Quelles ont été les performances à long terme de BAW?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/01/28 08:04 |
| Cours de l'action en fin de journée | 2025/11/28 00:00 |
| Les revenus | 2025/09/30 |
| Revenus annuels | 2025/09/30 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 sur la façon d’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
Barloworld Limited est couverte par 7 analystes. 1 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.
| Analyste | Institution |
|---|---|
| Peter Mark Hodgson | Avior Capital Markets |
| Kenneth Hearn | Barclays |
| Paul Henri Steegers | BofA Global Research |