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CSL LimitedASX:CSL Voorraadrapport

Marktkapitalisatie AU$69.3b
Prijs aandeel
AU$144.35
n.v.t.
1Y-42.8%
7D7.2%
Portefeuillewaarde
​
Bekijk

CSL Limited

ASX:CSL Voorraadrapport

Marktkapitalisatie: AU$69.3b

CSL (CSL) Aandelenoverzicht

CSL Limited houdt zich bezig met onderzoek, ontwikkeling, productie, marketing en distributie van biofarmaceutische producten en vaccins in Australië, de Verenigde Staten, Duitsland, het Verenigd Koninkrijk, Zwitserland, China en Hong Kong. Meer informatie

Beloningen

Verhandeld tegen 47.4% onder onze schatting van de reële waarde

De winst zal naar verwachting met 28.37% per jaar groeien

Analisten zijn het erover eens dat de aandelenkoers met 44% zal stijgen

Risicoanalyse

Dividend van 2.93% wordt niet goed gedekt door de winst

Heeft een hoog schuldenniveau

Grote eenmalige posten die de financiële resultaten beïnvloeden

Winstmarges (9.1%) zijn lager dan vorig jaar (18%)


CSL Community Fair Values

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See what 351 others think this stock is worth. Follow their fair value or set your own to get alerts.

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CSL

CSL: The Dip Is the Opportunity

CSL: The Dip Is the Opportunity Most people look at CSL's stock chart right now and see a problem. Down 35% from its highs, margins cut in half, and a company in the middle of its biggest restructuring in decades.
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AU$155
FV
6.9% ondergewaardeerd intrinsieke korting
8.71%
Revenue growth p.a.
3.6k
users have viewed this narrative
16users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
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CSL

My view on CSL Limited is positive. It’s a high-quality growth stock with strong barriers to entry through its global plasma network.

One stock I find particularly compelling is CSL Limited (ASX: CSL), primarily due to its strong competitive positioning, structural growth drivers, and valuation complexity. From a fundamental perspective, CSL operates in the global plasma therapies and specialty pharmaceuticals market, where demand is relatively inelastic and supported by long-term healthcare trends.
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AU$140.64
FV
2.6% overgewaardeerd intrinsieke korting
4.95%
Revenue growth p.a.
413
users have viewed this narrative
3users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
CSL logo
CSL

CSL Limited: Temporary Headwinds for a Long-Term Healthcare Leader

Overview Founded in 1916 and headquartered in Melbourne, Australia, CSL Limited is widely considered the leader in Australian healthcare and one of the largest global biotechnology companies specializing in plasma-derived therapies, vaccines, and treatments. CSL operates through CSL Behring, CSL Seqirus, and CSL Vifor segments, focusing on 3 different fields, including plasma-derived therapies, vaccines and iron deficiency & nephrology therapies.
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AU$254.11
FV
43.2% ondergewaardeerd intrinsieke korting
10.00%
Revenue growth p.a.
333
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
CSL logo
CSL

Seqirus Demerger And Cost Savings Will Shape A Steady Long Term Outlook

Catalysts About CSL CSL is a global biopharmaceutical group focused on plasma therapies, vaccines and specialty medicines addressing rare and serious diseases. What are the underlying business or industry changes driving this perspective?
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AU$180.87
FV
20.2% ondergewaardeerd intrinsieke korting
2.87%
Revenue growth p.a.
423
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
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CSL

CSL is forecasted to achieve a profit margin growth of 9% in the next five years

CSL Limited represents a high-quality global healthcare franchise operating across plasma-derived therapies, vaccines, and specialty pharmaceuticals. What makes CSL particularly compelling is its combination of defensive earnings characteristics and long-term structural growth exposure.
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AU$132.9
FV
8.6% overgewaardeerd intrinsieke korting
4.95%
Revenue growth p.a.
16
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
CSL logo
CSL

CSL is undervalued in High Tax Scenario

CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.
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AU$263.33
FV
45.2% ondergewaardeerd intrinsieke korting
6.00%
Revenue growth p.a.
6.9k
users have viewed this narrative
3users have liked this narrative
0users have commented on this narrative
63users have followed this narrative
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CSL

Margin Recovery And Operating Model Simplification Will Support A Stronger Long Term Outlook

Catalysts About CSL CSL is a global biopharmaceutical group focused on plasma derived therapies, vaccines and specialty medicines for rare and serious diseases. What are the underlying business or industry changes driving this perspective?
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AU$289.37
FV
50.1% ondergewaardeerd intrinsieke korting
5.76%
Revenue growth p.a.
384
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
CSL logo
CSL

CSL will thrive with an 18% profit surge ahead

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AU$239.81
FV
39.8% ondergewaardeerd intrinsieke korting
6.48%
Revenue growth p.a.
91
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
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Unicycive Therapeutics

Looking to be second time lucky with a game-changing new product

Key Takeaways Unicycive has successfully completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC has been designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability over alternative treatments for hyperphosphatemia chronic kidney disease patients on dialysis.Read more

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5.1k
users have viewed this narrative
16users have liked this narrative
0users have commented on this narrative
99users have followed this narrative
US$21.53
69.1% ondergewaardeerd intrinsieke korting
Fair Value
Profit Margin
20%
Future PE
27x
Price in 2030
US$34.67

CSL Limited Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor CSL
Historische aandelenkoersen
Huidige aandelenkoersAU$144.35
52 Week HoogtepuntAU$275.79
52 Week LaagAU$133.35
Bèta0.21
1 maand verandering-0.45%
3 maanden verandering-15.82%
1 Jaar Verandering-42.81%
3 jaar verandering-49.44%
5 jaar verandering-45.11%
Verandering sinds IPO17,943.93%

Recent nieuws en updates

CSL: The Dip Is the Opportunity

CSL: The Dip Is the Opportunity Most people look at CSL's stock chart right now and see a problem. Down 35% from its highs, margins cut in half, and a company in the middle of its biggest restructuring in decades.

My view on CSL Limited is positive. It’s a high-quality growth stock with strong barriers to entry through its global plasma network.

One stock I find particularly compelling is CSL Limited (ASX: CSL), primarily due to its strong competitive positioning, structural growth drivers, and valuation complexity. From a fundamental perspective, CSL operates in the global plasma therapies and specialty pharmaceuticals market, where demand is relatively inelastic and supported by long-term healthcare trends.

Recent updates

CSL: The Dip Is the Opportunity

CSL: The Dip Is the Opportunity Most people look at CSL's stock chart right now and see a problem. Down 35% from its highs, margins cut in half, and a company in the middle of its biggest restructuring in decades.

My view on CSL Limited is positive. It’s a high-quality growth stock with strong barriers to entry through its global plasma network.

One stock I find particularly compelling is CSL Limited (ASX: CSL), primarily due to its strong competitive positioning, structural growth drivers, and valuation complexity. From a fundamental perspective, CSL operates in the global plasma therapies and specialty pharmaceuticals market, where demand is relatively inelastic and supported by long-term healthcare trends.

CSL's (ASX:CSL) Soft Earnings Are Actually Better Than They Appear

Feb 17
CSL's (ASX:CSL) Soft Earnings Are Actually Better Than They Appear

Seqirus Demerger And Cost Savings Will Shape A Steady Long Term Outlook

Catalysts About CSL CSL is a global biopharmaceutical group focused on plasma therapies, vaccines and specialty medicines addressing rare and serious diseases. What are the underlying business or industry changes driving this perspective?

CSL Limited's (ASX:CSL) Share Price Not Quite Adding Up

Sep 25
CSL Limited's (ASX:CSL) Share Price Not Quite Adding Up

Is CSL Limited (ASX:CSL) Trading At A 43% Discount?

Aug 07
Is CSL Limited (ASX:CSL) Trading At A 43% Discount?

Here's Why CSL (ASX:CSL) Can Manage Its Debt Responsibly

Jun 14
Here's Why CSL (ASX:CSL) Can Manage Its Debt Responsibly

Weekly Picks: 🧠 Alphabet’s AI edge, CSL’s pricing power, and a chip underdog

Apr 16
Weekly Picks: 🧠 Alphabet’s AI edge, CSL’s pricing power, and a chip underdog

CSL is undervalued in High Tax Scenario

CSL Behring: This is CSL's largest segment and the global leader (#1) in plasma therapies within an estimated US$30 billion industry.11 It focuses on researching, developing, manufacturing, and distri
User avatar

Advancements In iNOMi Technology And HEMGENIX Will Strengthen Market Position

Advancements in plasma collection and operational efficiencies are set to reduce costs and improve CSL Behring's margins, potentially boosting overall earnings.

Rendement voor aandeelhouders

CSLAU BiotechsAU Markt
7D7.2%2.1%-1.2%
1Y-42.8%-43.4%6.3%

Rendement versus industrie: CSL kwam overeen met de Australian Biotechs industrie, die het afgelopen jaar een rendement opleverde van -43.4 %.

Rendement versus markt: CSL presteerde slechter dan Australian Market, dat het afgelopen jaar een rendement van 6.3 % opleverde.

Prijsvolatiliteit

Is CSL's price volatile compared to industry and market?
CSL volatility
CSL Average Weekly Movement4.1%
Biotechs Industry Average Movement10.4%
Market Average Movement10.1%
10% most volatile stocks in AU Market17.4%
10% least volatile stocks in AU Market4.2%

Stabiele aandelenkoers: CSL heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Australian markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van CSL is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
191629,904Gordon Naylorwww.csl.com

CSL Limited houdt zich bezig met onderzoek, ontwikkeling, productie, marketing en distributie van biofarmaceutische producten en vaccins in Australië, de Verenigde Staten, Duitsland, het Verenigd Koninkrijk, Zwitserland, China en Hong Kong. Het bedrijf is actief via de segmenten CSL Behring, CSL Seqirus en CSL Vifor. Het CSL Behring segment produceert, verkoopt en distribueert plasmaproducten, gentherapieën en recombinanten.

CSL Limited Samenvatting

Hoe verhouden de winst en inkomsten van CSL zich tot de beurswaarde?
CSL fundamentele statistieken
MarktkapitalisatieAU$69.34b
Inkomsten(TTM)AU$2.02b
Inkomsten(TTM)AU$22.28b
34.3x
Koers/Winstverhouding
3.1x
P/S-verhouding

Is CSL overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
CSL resultatenrekening (TTM)
InkomstenUS$15.41b
Kosten van inkomstenUS$7.42b
BrutowinstUS$7.99b
Overige uitgavenUS$6.60b
InkomstenUS$1.40b

Laatst gerapporteerde inkomsten

Dec 31, 2025

Volgende inkomensdatum

Aug 18, 2026

Winst per aandeel (EPS)2.91
Brutomarge51.87%
Nettowinstmarge9.06%
Schuld/Eigen Vermogen Verhouding46.7%

Hoe presteerde CSL op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

2.9%
Huidig dividendrendement
101%
Uitbetalingsratio

Betaalt CSL een betrouwbaar dividend?

Zie CSL dividendgeschiedenis en benchmarks
Wanneer moet je CSL kopen om een aanstaand dividend te ontvangen?
CSL dividenddata
Ex Dividend DatumMar 10 2026
Betaaldatum dividendApr 09 2026
Dagen tot Ex-dividend17 days
Dagen tot dividendbetaaldatum13 days

Betaalt CSL een betrouwbaar dividend?

Zie CSL dividendgeschiedenis en benchmarks

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/03/26 17:21
Aandelenkoers aan het einde van de dag2026/03/26 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/06/30

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.

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 over 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

CSL Limited wordt gevolgd door 26 analisten. 16 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
Saul HadassinBarrenjoey Markets Pty Limited
Thomas WakimBell Potter
Lyanne HarrisonBofA Global Research