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Barloworld (BAW) Panoramica del titolo
Barloworld Limited opera come società di lavorazione, distribuzione e servizi industriali in Africa meridionale, Regno Unito, Australia, Russia e Mongolia. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
BAW Community Fair Values
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Analyst Price Targets
Concorrenti di Barloworld Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | R118.30 |
| Massimo di 52 settimane | R125.00 |
| Minimo di 52 settimane | R95.02 |
| Beta | -0.012 |
| Variazione di 1 mese | 0% |
| Variazione a 3 mesi | -0.80% |
| Variazione di 1 anno | 8.82% |
| Variazione a 3 anni | 31.72% |
| Variazione a 5 anni | 27.04% |
| Variazione dall'IPO | 136.60% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 expansionAggiornamento narrativa • 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.
Nuova narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Rendimenti per gli azionisti
| BAW | ZA Trade Distributors | ZA Mercato | |
|---|---|---|---|
| 7D | 0% | -1.8% | -0.6% |
| 1Y | 8.8% | -1.2% | 9.7% |
Ritorno vs Industria: BAW ha superato il ZA Trade Distributors che ha restituito -1.2 % nell'ultimo anno.
Rendimento vs Mercato: BAW ha avuto una performance inferiore al mercato ZA che ha registrato un rendimento 9.7 % nell'ultimo anno.
Volatilità dei prezzi
| BAW volatility | |
|---|---|
| BAW Average Weekly Movement | n/a |
| Trade Distributors Industry Average Movement | 6.7% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in ZA Market | 9.7% |
| 10% least volatile stocks in ZA Market | 2.6% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di BAW è stato volatile rispetto al mercato ZA.
Volatilità nel tempo: Dati insufficienti per determinare la variazione della volatilità di BAW nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1902 | 6,194 | Dominic Sewela | www.barloworld.com |
Barloworld Limited opera come società di lavorazione, distribuzione e servizi industriali in Africa meridionale, Regno Unito, Australia, Russia e Mongolia. La società opera attraverso i segmenti Equipment Southern Africa, Ingrain, Equipment Mongolia, Equipment Russia e Other. L'azienda offre attrezzature e servizi industriali che comprendono macchine per il movimento terra, servizi industriali e sistemi di alimentazione che consentono varie soluzioni per l'estrazione, l'edilizia e l'energia.
Barloworld Limited Riepilogo dei fondamenti
| BAW statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | R22.12b |
| Utili (TTM) | R1.45b |
| Ricavi(TTM) | R37.71b |
15.3x
Rapporto P/E0.6x
Rapporto P/SBAW è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| BAW Conto economico (TTM) | |
|---|---|
| Ricavi | R37.71b |
| Costo del fatturato | R33.08b |
| Profitto lordo | R4.63b |
| Altre spese | R3.18b |
| Utili | R1.45b |
Ultimi utili riportati
Sep 30, 2025
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 7.73 |
| Margine lordo | 12.27% |
| Margine di profitto netto | 3.83% |
| Rapporto debito/patrimonio netto | 84.5% |
Come si è comportato BAW nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/01/28 12:54 |
| Prezzo dell'azione a fine giornata | 2025/11/28 00:00 |
| Utili | 2025/09/30 |
| Utili annuali | 2025/09/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Barloworld Limited è coperta da 7 analisti. 1 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Mark Hodgson | Avior Capital Markets |
| Kenneth Hearn | Barclays |
| Paul Henri Steegers | BofA Global Research |