This company listing is no longer active
This company may still be operating, however this listing is no longer active.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) 주식 개요
Barloworld Limited는 남아프리카, 영국, 호주, 러시아, 몽골에서 산업 가공, 유통 및 서비스 회사로 운영되고 있습니다. 자세히 보기
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 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | R118.30 |
| 52주 최고가 | R125.00 |
| 52주 최저가 | R95.02 |
| 베타 | -0.012 |
| 1개월 변동 | 0% |
| 3개월 변동 | -0.80% |
| 1년 변동 | 8.82% |
| 3년 변동 | 31.72% |
| 5년 변동 | 27.04% |
| IPO 이후 변동 | 136.60% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 expansion내러티브 업데이트 • 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.
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| BAW | ZA Trade Distributors | ZA 시장 | |
|---|---|---|---|
| 7D | 0% | -0.07% | -2.7% |
| 1Y | 8.8% | 2.9% | 9.7% |
수익률 대 산업: BAW은 지난 1년 동안 2.9%의 수익을 기록한 ZA Trade Distributors 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: BAW은 지난 1년 동안 9.7%를 기록한 ZA 시장보다 저조한 성과를 냈습니다.
주가 변동성
| BAW volatility | |
|---|---|
| BAW Average Weekly Movement | n/a |
| Trade Distributors Industry Average Movement | 7.6% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in ZA Market | 10.3% |
| 10% least volatile stocks in ZA Market | 2.7% |
안정적인 주가: BAW의 주가는 지난 3개월 동안 ZA 시장보다 변동성이 컸습니다.
시간에 따른 변동성: Insufficient data to determine BAW의 변동성 변화를 판단할 수 없습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1902 | 6,194 | Dominic Sewela | www.barloworld.com |
Barloworld Limited는 남아프리카, 영국, 호주, 러시아 및 몽골에서 산업 가공, 유통 및 서비스 회사로 운영되고 있습니다. 이 회사는 장비 남부 아프리카, 곡물, 장비 몽골, 장비 러시아 및 기타 부문을 통해 운영됩니다. 이 회사는 다양한 채굴, 건설 및 전력 솔루션을 가능하게 하는 토공 장비, 산업 서비스 및 전력 시스템으로 구성된 산업 장비 및 서비스를 제공합니다.
Barloworld Limited 기초 지표 요약
| BAW 기초 통계 | |
|---|---|
| 시가총액 | R22.12b |
| 순이익 (TTM) | R1.45b |
| 매출 (TTM) | R37.71b |
15.3x
주가수익비율(P/E)0.6x
주가매출비율(P/S)BAW는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BAW 손익계산서 (TTM) | |
|---|---|
| 매출 | R37.71b |
| 매출원가 | R33.08b |
| 총이익 | R4.63b |
| 기타 비용 | R3.18b |
| 순이익 | R1.45b |
최근 보고된 실적
Sep 30, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 7.73 |
| 총이익률 | 12.27% |
| 순이익률 | 3.83% |
| 부채/자본 비율 | 84.5% |
BAW의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/01/28 19:40 |
| 종가 | 2025/11/28 00:00 |
| 수익 | 2025/09/30 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Barloworld Limited는 7명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Peter Mark Hodgson | Avior Capital Markets |
| Kenneth Hearn | Barclays |
| Paul Henri Steegers | BofA Global Research |