Brickworks Limited

ASX:BKW Voorraadrapport

Marktkapitalisatie: AU$5.0b

This company listing is no longer active

This company may still be operating, however this listing is no longer active.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.

Brickworks Beheer

Beheer criteriumcontroles 4/4

De CEO Brickworks is Mark Ellenor, benoemd in Apr2024, heeft een ambtstermijn van 1.42 jaar. De totale jaarlijkse vergoeding van { bedraagt A$ 1.66M, bestaande uit 61.5% salaris en 38.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.017% van de aandelen van het bedrijf, ter waarde A$ 861.47K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.1 jaar en 5.8 jaar.

Belangrijke informatie

Mark Ellenor

Algemeen directeur

AU$1.7m

Totale compensatie

Percentage CEO-salaris61.49%
Dienstverband CEO1.4yrs
Eigendom CEO0.02%
Management gemiddelde ambtstermijn3.1yrs
Gemiddelde ambtstermijn bestuur5.8yrs

Recente managementupdates

Recent updates

Narratiefupdate 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.
Analyse-artikel 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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Nieuw narratief 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.
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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 CEO-vergoeding

Hoe is Mark Ellenor's beloning veranderd ten opzichte van Brickworks's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 1.10M ) Mark } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de Australian markt ($USD 2.13M ).

Compensatie versus inkomsten: De vergoeding van Mark is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Mark Ellenor

1.4yrs
Tenure
AU$1,662,987
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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 Counsel10.4yrsgeen gegevensgeen gegevens
Mark Callagher
General Manager of Corporate Developmentno datageen gegevensgeen gegevens
David Millington
General Manager of Austral Masonry10.6yrsAU$183.89kgeen gegevens
Emily Antonio
General Manager of Operationsno datageen gegevensgeen gegevens
3.1yrs
Gemiddelde duur

Ervaren management: Het managementteam van BKW wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.1 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
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
Gemiddelde duur
63yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van BKW wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2025/09/25 20:03
Aandelenkoers aan het einde van de dag2025/09/15 00:00
Inkomsten2025/01/31
Jaarlijkse inkomsten2024/07/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u 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

Brickworks Limited wordt gevolgd door 4 analisten. 4 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.

AnalistInstelling
Suraj NebhaniCitigroup Inc
Lee PowerDeutsche Bank
Peter SteynMacquarie Research