Brambles (BXB) Aandelenoverzicht
Brambles Limited is actief als logistiek bedrijf voor de toeleveringsketen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 6/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 4/6 |
Beloningen
Risicoanalyse
BXB Community Fair Values
Create NarrativeSee what 57 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
AU$21.9
FV
20.0% ondergewaardeerd intrinsieke korting14.24%
Revenue growth p.a.
2.8k
users have viewed this narrative5users have liked this narrative
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Brambles Limited Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | AU$17.51 |
| 52 Week Hoogtepunt | AU$26.93 |
| 52 Week Laag | AU$16.18 |
| Bèta | 0.46 |
| 1 maand verandering | -22.00% |
| 3 maanden verandering | -22.56% |
| 1 Jaar Verandering | -23.94% |
| 3 jaar verandering | 28.37% |
| 5 jaar verandering | 55.23% |
| Verandering sinds IPO | 282.04% |
Recent nieuws en updates
Narratiefupdate • Jun 03
BXB: US Repair Reset And Buyback Will Shape A More Constructive Outlook
Analysts have reduced their fair value estimate for Brambles to A$21.40 from A$24.82, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E multiples. At the same time, recent upgrades to Neutral and Buy highlight what they see as more reasonable and compelling valuation support after the stock's pullback.
Nieuw narratief • Jun 02
Supply Chain Automation And Sustainability Will Support Stable Margins And Fairly Priced Shares
Catalysts About Brambles Brambles operates a global pallet and reusable asset pooling business that supports fast moving consumer goods, retail and industrial supply chains. What are the underlying business or industry changes driving this perspective?
Nieuw narratief • May 18
Automation And Digital Supply Chain Solutions Will Drive Stronger Long Term Pallet Demand
Catalysts About Brambles Brambles operates pooled pallet and reusable asset solutions that support supply chains across the Americas, Europe and Asia Pacific. What are the underlying business or industry changes driving this perspective?Recent updates
Narratiefupdate • Jun 03
BXB: US Repair Reset And Buyback Will Shape A More Constructive Outlook
Analysts have reduced their fair value estimate for Brambles to A$21.40 from A$24.82, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E multiples. At the same time, recent upgrades to Neutral and Buy highlight what they see as more reasonable and compelling valuation support after the stock's pullback.Nieuw narratief • Jun 02
Supply Chain Automation And Sustainability Will Support Stable Margins And Fairly Priced Shares
Catalysts About Brambles Brambles operates a global pallet and reusable asset pooling business that supports fast moving consumer goods, retail and industrial supply chains. What are the underlying business or industry changes driving this perspective?Nieuw narratief • May 18
Automation And Digital Supply Chain Solutions Will Drive Stronger Long Term Pallet Demand
Catalysts About Brambles Brambles operates pooled pallet and reusable asset solutions that support supply chains across the Americas, Europe and Asia Pacific. What are the underlying business or industry changes driving this perspective?Narratiefupdate • May 10
BXB: Legal Ruling And Dividend Outlook Will Shape A Measured Future View
Analysts have trimmed their average price target on Brambles to A$24.82 from A$26.06, reflecting slightly higher discount rate assumptions and very small tweaks to revenue growth, profit margin and future P/E inputs in their models. What's in the News The Federal Court issued a judgment in the shareholder class action relating to Brambles’ Fiscal Year 2017 guidance and medium term Fiscal Year 2019 targets, with some claims dismissed and others upheld for specific periods between August 18, 2016 and February 17, 2017 (Lawsuits & Legal Issues).Narratiefupdate • Apr 05
BXB: Dividend Increase And Updated Guidance Will Support A Positive Outlook
Analysts have nudged their Brambles price target slightly higher to A$26.06 from A$25.84, reflecting updated assumptions around discount rate, modest revenue growth adjustments, stable profit margins and a slightly higher future P/E multiple. What's in the News Brambles declared an ordinary dividend of US$0.23 per share for the six months ended 31 December 2025, with an ex date of 11 March 2026, a record date of 12 March 2026 and a payment date of 9 April 2026 (company announcement).Narratiefupdate • Mar 22
BXB: Dividend Commitment And Stable Guidance Will Support A Positive Outlook
Analysts have made a small upward adjustment to Brambles' implied value, with the price target moving from A$25.82 to A$25.84. This change reflects only minor tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E.Narratiefupdate • Mar 07
BXB: Refined Assumptions And Dividend Outlook Will Support A Steady Future
Analysts have updated their view on Brambles, increasing the price target from A$24.43 to A$25.82. This change reflects adjusted assumptions around the discount rate, profit margin, revenue growth and future P/E multiples.Narratiefupdate • Feb 19
BXB: Refined Assumptions Will Support A Steady Fairly Valued Outlook
Analysts now set their Brambles price target at about A$24.43, up from roughly A$24.14, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: A$24.14 to A$24.43, a small upward adjustment in the modelled estimate.Narratiefupdate • Feb 05
BXB: Refined Assumptions Will Support A Steady Fairly Valued Medium-Term Outlook
Analysts have trimmed their price target for Brambles to A$24.14 from A$24.78, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair value estimate reduced slightly from A$24.78 to A$24.14 per share.Analyseartikel • Jan 28
Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing
With a price-to-earnings (or "P/E") ratio of 25.2x Brambles Limited ( ASX:BXB ) may be sending bearish signals at the...Narratiefupdate • Jan 21
BXB: Slight Model Refinements Will Support A Steady Medium-Term Outlook
Analysts have nudged their price target for Brambles slightly higher to A$24.78 from A$24.67, reflecting small adjustments to assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Adjusted slightly from A$24.67 to A$24.78 per share.Analyseartikel • Jan 13
With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Narratiefupdate • Jan 07
BXB: Small Model Adjustments Will Support A Steady Medium-Term Outlook
The analyst price target for Brambles has edged from A$24.80 to A$24.67, with analysts pointing to fine tuning of discount rate, revenue growth, profit margin, and forward P/E assumptions rather than any major shift in their view. Valuation Changes Fair value was trimmed slightly from A$24.80 to A$24.67 per share, reflecting minor model adjustments rather than a change in the core view.Analyseartikel • Dec 28
Is Brambles (ASX:BXB) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narratiefupdate • Dec 24
BXB: Slightly Higher Expected Multiple Will Support A Balanced Medium-Term Outlook
Analysts have slightly raised their price target on Brambles to reflect a modest improvement in fair value to $24.80. This change is driven by marginally lower discount rates, steady revenue growth assumptions, and a slightly higher forecast future P/E multiple.Narratiefupdate • Dec 08
BXB: Slightly Lower Fair Value Will Support A Balanced Medium-Term Outlook
Analysts have nudged their price target for Brambles slightly lower, trimming it by approximately $0.65. They are factoring in a marginally higher future valuation multiple, offset by a modestly reduced fair value estimate, under largely unchanged growth and margin assumptions.Analyseartikel • Nov 25
Brambles (ASX:BXB) Shareholders Will Want The ROCE Trajectory To Continue
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Narratiefupdate • Nov 24
BXB: Recent Modest Fair Value Shift Will Support A Balanced Medium-Term Outlook
Analysts have slightly increased their price target for Brambles from $25.33 to $25.40, citing modest improvements in future valuation metrics as well as a marginally higher discount rate. Valuation Changes Fair Value: Increased marginally from A$25.33 to A$25.40.Analyseartikel • Nov 11
Are Investors Undervaluing Brambles Limited (ASX:BXB) By 28%?
Key Insights The projected fair value for Brambles is AU$33.08 based on 2 Stage Free Cash Flow to Equity Current share...Narratiefupdate • Nov 05
BXB: Share Price Rally Will Limit Upside Despite Buyback Program
Analysts have marginally raised their price target for Brambles from A$25.07 to A$25.33. They cite continued strong performance and note that the recent share price rally has reduced the stock’s potential return.Analyseartikel • Oct 29
Brambles Limited's (ASX:BXB) Shares May Have Run Too Fast Too Soon
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 22x, you may consider...Analyseartikel • Oct 05
With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Narratiefupdate • Sep 26
Digital Tracking And Circular Supply Chains Will Improve Efficiency
Analysts have lifted Brambles’ price target slightly to A$25.07, citing the share price’s strong rally amid limited fundamental change and scarcity of quality offshore-exposed peers, but now see limited further upside, prompting a Neutral rating. Analyst Commentary The share price rally was considered "quite remarkable" despite results that did not meaningfully change forecasts.Analyseartikel • Sep 22
Is Brambles (ASX:BXB) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narratiefupdate • Sep 09
Digital Tracking And Circular Supply Chains Will Improve Efficiency
Analysts have trimmed Brambles' price target to A$24.80 amid concerns that the recent share price rally has outpaced fundamentals, with limited improvement in the financial outlook and valuation now exceeding intrinsic value. Analyst Commentary Share price rally seen as excessive relative to underlying fundamentals and forecasts.Analyseartikel • Sep 08
Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196
Brambles Limited ( ASX:BXB ) will increase its dividend from last year's comparable payment on the 8th of October to...Analyseartikel • Aug 24
Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196
The board of Brambles Limited ( ASX:BXB ) has announced that it will be paying its dividend of $0.3196 on the 8th of...Narratiefupdate • Aug 22
Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency
Brambles' price target has been upgraded primarily due to its scarcity value as a high-quality offshore-exposed operator and a reassessment of valuation, though analysts are now more cautious given the elevated share price and limited further upside, resulting in the consensus price target rising from A$22.06 to A$24.85. Analyst Commentary Strong share price rally despite results not significantly exceeding forecasts.Analyseartikel • Aug 09
Under The Bonnet, Brambles' (ASX:BXB) Returns Look Impressive
ASX:BXB 1 Year Share Price vs Fair Value Explore Brambles's Fair Values from the Community and select yours If you're...Analyseartikel • Jul 24
Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing
With a price-to-earnings (or "P/E") ratio of 25.4x Brambles Limited ( ASX:BXB ) may be sending bearish signals at the...Analyseartikel • Jul 09
A Look At The Fair Value Of Brambles Limited (ASX:BXB)
Key Insights Brambles' estimated fair value is AU$24.15 based on 2 Stage Free Cash Flow to Equity With AU$23.14 share...Analyseartikel • Jun 24
Should You Be Adding Brambles (ASX:BXB) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Nieuw narratief • May 19
Brambles' Revenue Set to Climb 14% with Profit Margins Following
Market Leadership: Brambles is a dominant global player in its niche, with scale advantages that are hard to replicate.
Nieuw narratief • Feb 22
Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency
Asset efficiency and strategic capital allocation drive better cash flow, net margins, and potential future earnings growth.Rendement voor aandeelhouders
| BXB | AU Commercial Services | AU Markt | |
|---|---|---|---|
| 7D | 5.9% | 2.0% | -1.1% |
| 1Y | -23.9% | -17.5% | 0.1% |
Rendement versus industrie: BXB presteerde slechter dan de Australian Commercial Services -sector, die het afgelopen jaar een rendement van -17.5 % opleverde.
Rendement versus markt: BXB presteerde slechter dan Australian Market, dat het afgelopen jaar een rendement van 0.1 % opleverde.
Prijsvolatiliteit
| BXB volatility | |
|---|---|
| BXB Average Weekly Movement | 6.6% |
| Commercial Services Industry Average Movement | 8.8% |
| Market Average Movement | 10.2% |
| 10% most volatile stocks in AU Market | 17.2% |
| 10% least volatile stocks in AU Market | 4.1% |
Stabiele aandelenkoers: BXB heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Australian markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van BXB is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1875 | 12,058 | Graham Chipchase | www.brambles.com |
Brambles Limited is actief als logistiek bedrijf voor de toeleveringsketen. Het is actief via de segmenten CHEP Americas, CHEP EMEA en CHEP Asia-Pacific. Het bedrijf biedt platforms om goederen te transporteren in hun toeleveringsketens.
Brambles Limited Samenvatting
| BXB fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | AU$23.57b |
| Inkomsten(TTM) | AU$1.31b |
| Inkomsten(TTM) | AU$9.95b |
17.9x
Koers/Winstverhouding2.4x
P/S-verhoudingIs BXB overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| BXB resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$7.01b |
| Kosten van inkomsten | US$4.55b |
| Brutowinst | US$2.47b |
| Overige uitgaven | US$1.54b |
| Inkomsten | US$925.90m |
Laatst gerapporteerde inkomsten
Dec 31, 2025
Volgende inkomensdatum
Aug 20, 2026
| Winst per aandeel (EPS) | 0.69 |
| Brutomarge | 35.17% |
| Nettowinstmarge | 13.21% |
| Schuld/Eigen Vermogen Verhouding | 57.8% |
Hoe presteerde BXB op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.7%
Huidig dividendrendement65%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/09 20:00 |
| Aandelenkoers aan het einde van de dag | 2026/06/09 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Brambles Limited wordt gevolgd door 24 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Shaurya Visen | BofA Global Research |