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Bapcor Limited Stock Price

ASX:BAP Community·AU$275.8m Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 49 Fair Values set on narratives written by author

BAP Share Price Performance

AU$0.41
-4.76 (-92.07%)
AU$0.59
Fair Value
AU$0.41
-4.76 (-92.07%)
30.3% undervalued intrinsic discount
AU$0.59
Fair Value
Price AU$0.41
AnalystConsensusTarget AU$0.59
AnalystLowTarget AU$0.25
AnalystHighTarget AU$1.28

BAP Community Narratives

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Fair Value AU$0.59 30.3% undervalued intrinsic discount

BAP: Ongoing Efficiency Initiatives Will Drive Margin Recovery Amid Market Headwinds

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31users have followed this narrative
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Fair Value AU$0.25 64.0% overvalued intrinsic discount

EV Adoption And Online Marketplaces Will Erode Core Revenue

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Fair Value AU$1.28 68.1% undervalued intrinsic discount

Rising Vehicle Age And Digital Transformation Will Unlock Aftermarket Potential

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1users have followed this narrative
AU$1.28
68.1% undervalued intrinsic discount
Profit Margin
4.63%
Future PE
5.74x
Price in 2029
AU$1.68

Trending Discussion

Updated Narratives

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BAP: Higher Risk Assumptions Will Depress Future Earnings And P/E Multiples

Fair Value: AU$0.25 64.0% overvalued intrinsic discount
2 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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BAP: Equity Raise And Lower P/E Expectations Will Support Future Upside

Fair Value: AU$1.28 68.1% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BAP: Future Returns Will Be Driven By Improved Earnings Quality

Fair Value: AU$0.59 30.3% undervalued intrinsic discount
31 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with moderate growth potential.

2 Risks
3 Rewards

Bapcor Limited Key Details

AU$1.9b

Revenue

AU$1.1b

Cost of Revenue

AU$858.0m

Gross Profit

AU$973.3m

Other Expenses

-AU$115.3m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 27, 2026
-0.17
44.31%
-5.96%
60.3%
View Full Analysis

About BAP

Founded
1971
Employees
5200
CEO
Christopher Wilesmith
WebsiteView website
www.bapcor.com.au

Bapcor Limited, together with its subsidiaries, supplies vehicle parts, accessories, automotive equipment, and services and solutions in Australia, New Zealand, and Thailand. It operates in four segments: Bapcor Trade, Bapcor Specialist Wholesale, Bapcor Retail, and Bapcor NZ. The company offers routine service parts, including filters, brake pads, oil, and spark plugs; and breakdown parts, such as water pumps, starter motors, and alternators to independent and chain mechanic workshops under the Brake & Transmission, Burson Auto Parts, Burson Auto Parts Thailand, Precision Automotive Equipment, Precision Equipment NZ, Truck & Trailer Parts, Brookers and Brakeforce, and Blacktown Auto Spares brands. It also provides wholesale distribution and network channel areas for braking, bearings, suspension, thermal cooling, electrical, electric controls, diesel, 4WD, and batteries products under the AAD, Baxters, Autolign, JAS Oceania and New Zealand, Bearing Wholesalers, Diesel Distributors (Australia) and (NZ), HCB Technologies, Federal Batteries, Premier Auto Trade, Roadsafe Automotive Products, Toperformance Products, WANO, Truckline, and Diesel Drive brands. In addition, the company engages in the distribution of parts and accessories through a network of company-owned, franchise, and satellite stores under the Autobarn, Autopro, Midas, ABS, and Opposite Lock brands. Further, it operates auto service centres under the ABS, Battery Town, Midas, and The Shock Shop brands. The company was formerly known as Burson Group Limited and changed its name to Bapcor Limited in July 2016. Bapcor Limited was founded in 1971 and is based in Melbourne, Australia.

Recent BAP News & Updates

Narrative Update Jun 30

BAP: Higher Risk Assumptions Will Depress Future Earnings And P/E Multiples

Analysts have reduced their price target for Bapcor to A$0.25 from A$0.42, citing updated assumptions that include a higher discount rate, a lower revenue growth outlook, and a lower future P/E multiple, partly offset by stronger projected profit margins. Analyst Commentary For Bapcor, the latest valuation work highlights that some market participants are taking a more cautious stance, particularly around execution risk, revenue growth assumptions, and the multiple investors may be willing to pay for the stock in the future.
Narrative Update Jun 15

BAP: Equity Raise And Lower P/E Expectations Will Support Future Upside

Analysts have lowered their fair value estimate for Bapcor from A$1.38 to A$1.28, reflecting updated assumptions that indicate a slightly lower future P/E multiple, along with modest adjustments to the discount rate, revenue growth, and profit margin inputs. Analyst Commentary Bapcor's lower fair value estimate sits against a broader backdrop where bullish analysts in other markets are still willing to lift price targets when they see solid execution, clearer macro conditions, or improving balance between risk and reward.

Recent updates

No updates