ARB (ARB) Stock Overview
Engages in the design, manufacture, distribution, and sale of motor vehicle accessories and light metal engineering works. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 1/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 5/6 |
ARB Community Fair Values
Create NarrativeSee what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
AU$25
FV
27.8% undervalued intrinsic discount2.38%
Revenue growth p.a.
186
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ARB Corporation Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$18.05 |
| 52 Week High | AU$41.34 |
| 52 Week Low | AU$16.93 |
| Beta | 0.93 |
| 1 Month Change | -8.79% |
| 3 Month Change | -27.89% |
| 1 Year Change | -40.90% |
| 3 Year Change | -37.87% |
| 5 Year Change | -57.09% |
| Change since IPO | 16,309.09% |
Recent News & Updates
Narrative Update • May 22
ARB: Fair Outlook Will Balance Cautious Margins And Limited Near Term Catalysts
Analysts have trimmed their fair value estimate for ARB from A$22.05 to A$17.40. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, as well as recent Street research pointing to limited near term catalysts for the shares.
Narrative Update • May 02
ARB: Neutral Coverage And Limited Catalysts Will Support Premium Multiple
Analysts have trimmed their fair value estimate for ARB to about A$25.82 from about A$27.32, reflecting slightly softer assumptions on growth and profitability and echoing recent Street research that points to limited near term catalysts for the shares. Analyst Commentary Coverage on ARB has recently been resumed with a Neutral stance and an A$22.30 price target, which sits below the latest fair value estimate of A$25.82.
Narrative Update • Apr 17
ARB: Higher Required Return Will Highlight Upside As Coverage Resumes
Analysts have reduced their price target on ARB to A$33.41 from A$44.00, reflecting updated assumptions for revenue growth, profit margins and future P/E, along with recent research that highlights limited near term catalysts for the shares. Analyst Commentary Recent research indicates that ARB’s updated price target of A$33.41 compares with a resumed A$22.30 target from Goldman Sachs.Narrative Update • Apr 03
ARB: Lower Risk Profile Will Support Premium Multiple Over Time
Analysts have made a small upward adjustment to ARB's implied fair value. The refreshed price target now sits just above A$27, reflecting slightly lower discount rate assumptions and stable revenue growth and margin expectations, following recent Street research that highlighted limited near term catalysts.Narrative Update • Mar 20
ARB: Fair Outlook Will Balance Reset Margins And Neutral Future Multiple
Analysts have trimmed their fair value estimate for ARB from A$30.18 to A$22.05, bringing the updated A$22.30 price target into line with more conservative assumptions on revenue growth, profit margins and future P/E, and reflecting a view that there are limited near term catalysts for the shares. Analyst Commentary Goldman Sachs has resumed coverage of ARB with a Neutral rating and an A$22.30 price target, which is closely aligned with the trimmed fair value estimate of A$22.05.Recent updates
Narrative Update • May 22
ARB: Fair Outlook Will Balance Cautious Margins And Limited Near Term Catalysts
Analysts have trimmed their fair value estimate for ARB from A$22.05 to A$17.40. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, as well as recent Street research pointing to limited near term catalysts for the shares.Narrative Update • May 02
ARB: Neutral Coverage And Limited Catalysts Will Support Premium Multiple
Analysts have trimmed their fair value estimate for ARB to about A$25.82 from about A$27.32, reflecting slightly softer assumptions on growth and profitability and echoing recent Street research that points to limited near term catalysts for the shares. Analyst Commentary Coverage on ARB has recently been resumed with a Neutral stance and an A$22.30 price target, which sits below the latest fair value estimate of A$25.82.Narrative Update • Apr 17
ARB: Higher Required Return Will Highlight Upside As Coverage Resumes
Analysts have reduced their price target on ARB to A$33.41 from A$44.00, reflecting updated assumptions for revenue growth, profit margins and future P/E, along with recent research that highlights limited near term catalysts for the shares. Analyst Commentary Recent research indicates that ARB’s updated price target of A$33.41 compares with a resumed A$22.30 target from Goldman Sachs.Narrative Update • Apr 03
ARB: Lower Risk Profile Will Support Premium Multiple Over Time
Analysts have made a small upward adjustment to ARB's implied fair value. The refreshed price target now sits just above A$27, reflecting slightly lower discount rate assumptions and stable revenue growth and margin expectations, following recent Street research that highlighted limited near term catalysts.Narrative Update • Mar 20
ARB: Fair Outlook Will Balance Reset Margins And Neutral Future Multiple
Analysts have trimmed their fair value estimate for ARB from A$30.18 to A$22.05, bringing the updated A$22.30 price target into line with more conservative assumptions on revenue growth, profit margins and future P/E, and reflecting a view that there are limited near term catalysts for the shares. Analyst Commentary Goldman Sachs has resumed coverage of ARB with a Neutral rating and an A$22.30 price target, which is closely aligned with the trimmed fair value estimate of A$22.05.Narrative Update • Mar 05
ARB: Cleaner Long Term Framework Will Support Premium Multiple Over Time
Analysts have revised their fair value estimate for ARB to A$27.32 from A$34.22, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E, along with recent Street research that highlights limited near term catalysts and a Neutral stance on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see the revised A$27.32 fair value as leaving a gap to the A$22.30 target cited in recent research, which they view as potential upside if execution and sentiment improve over time.Narrative Update • Feb 19
ARB: Higher Required Return Will Support A More Attractive Future Entry
Analysts have trimmed their ARB price target from A$47.50 to A$44.00, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E multiple. Valuation Changes Fair Value: Trimmed from A$47.50 to A$44.00, a reduction of about 7% in the assessed share valuation.Analysis Article • Feb 16
Some ARB Corporation Limited (ASX:ARB) Shareholders Look For Exit As Shares Take 25% Pounding
The ARB Corporation Limited ( ASX:ARB ) share price has fared very poorly over the last month, falling by a substantial...Narrative Update • Feb 05
ARB: Higher Required Returns Will Support Future Upside Potential
Analysts have adjusted their price target on ARB to reflect a lower fair value estimate of $34.22 versus $37.14 previously, citing updated assumptions for revenue growth, profit margins, and future P/E, which result in a slightly higher discount rate in their models. Valuation Changes Fair Value: Reduced from A$37.14 to A$34.22, indicating a lower central estimate for ARB's share valuation in the updated model.Narrative Update • Jan 22
ARB: Higher Required Returns Will Support Future Upside Potential
Analysts have trimmed their price target on ARB to US$37.14 from US$40.50. This reflects updated assumptions for a slightly higher discount rate, more moderate revenue growth and a marginally lower profit margin, partly offset by a small increase in the assumed future P/E multiple.Analysis Article • Jan 13
Calculating The Intrinsic Value Of ARB Corporation Limited (ASX:ARB)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ARB fair value estimate is AU$38.00 ARB's AU$32.07 share price...Narrative Update • Jan 07
ARB: Fair Outlook Will Balance Slightly Firmer Margins And Modest Multiple Shift
Analysts have trimmed their price target on ARB slightly, reflecting a modest reassessment of fair value to about $30.18, along with small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from A$30.22 to about A$30.18, reflecting a very small recalibration in the model.Narrative Update • Dec 14
ARB: Fair Outlook Will Balance Modest Margin Pressure And Earnings Multiple
Analysts have nudged their fair value estimate for ARB higher to about 30.22 dollars from 29.78 dollars, citing slightly stronger expected revenue growth and a modestly higher future earnings multiple. These factors more than offset a small downgrade to long term profit margins and a higher discount rate.Analysis Article • Nov 18
What Does ARB Corporation Limited's (ASX:ARB) Share Price Indicate?
ARB Corporation Limited ( ASX:ARB ), is not the largest company out there, but it saw significant share price movement...
New Narrative • Nov 15
Niche business with a big future
A niche business with exposure to multiple market sectors may sound like a contradiction, but the 4WD aftermarket accessories industry is exactly that. While most people think of recreational off-roading, aftermarket accessories are essential across a diverse set of professional users — tradespeople, farmers, miners, land-management agencies, and utility providers all rely on well-equipped 4WD vehicles to operate effectively.Analysis Article • Sep 12
ARB (ASX:ARB) Will Pay A Dividend Of A$0.35
The board of ARB Corporation Limited ( ASX:ARB ) has announced that it will pay a dividend of A$0.35 per share on the...Narrative Update • Aug 20
New US Engineering Center And Toyota Partnership Will Boost Future Market Position
The upward revision in ARB's consensus analyst price target is primarily driven by improved revenue growth forecasts and a slightly higher future P/E multiple, resulting in a fair value increase from A$37.44 to A$40.50. Valuation Changes Summary of Valuation Changes for ARB The Consensus Analyst Price Target has risen from A$37.44 to A$40.50.Analysis Article • May 26
Slowing Rates Of Return At ARB (ASX:ARB) Leave Little Room For Excitement
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Analysis Article • Apr 28
Calculating The Fair Value Of ARB Corporation Limited (ASX:ARB)
Key Insights The projected fair value for ARB is AU$31.72 based on 2 Stage Free Cash Flow to Equity With AU$31.03 share...Analysis Article • Mar 29
Is There Now An Opportunity In ARB Corporation Limited (ASX:ARB)?
ARB Corporation Limited ( ASX:ARB ), might not be a large cap stock, but it saw significant share price movement during...Analysis Article • Feb 20
ARB (ASX:ARB) Has Announced A Dividend Of A$0.34
ARB Corporation Limited ( ASX:ARB ) has announced that it will pay a dividend of A$0.34 per share on the 17th of April...Analysis Article • Feb 19
Investors Met With Slowing Returns on Capital At ARB (ASX:ARB)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
New Narrative • Feb 09
Toyota Partnership And EV Accessories Investment Will Amplify Global Presence
Strategic OEM partnerships and international market expansion are key to driving ARB's sales and export revenue growth.Analysis Article • Feb 04
ARB Corporation Limited's (ASX:ARB) Popularity With Investors Is Under Threat From Overpricing
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...Analysis Article • Dec 14
Does This Valuation Of ARB Corporation Limited (ASX:ARB) Imply Investors Are Overpaying?
Key Insights ARB's estimated fair value is AU$31.12 based on 2 Stage Free Cash Flow to Equity ARB's AU$39.09 share...Analysis Article • Nov 28
Why ARB Corporation Limited (ASX:ARB) Could Be Worth Watching
ARB Corporation Limited ( ASX:ARB ), might not be a large cap stock, but it saw significant share price movement during...Analysis Article • Sep 25
There's Reason For Concern Over ARB Corporation Limited's (ASX:ARB) Price
With a price-to-earnings (or "P/E") ratio of 36.9x ARB Corporation Limited ( ASX:ARB ) may be sending very bearish...Analysis Article • Sep 06
ARB (ASX:ARB) Is Aiming To Keep Up Its Impressive Returns
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysis Article • Aug 21
Earnings Update: ARB Corporation Limited (ASX:ARB) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts
It's been a good week for ARB Corporation Limited ( ASX:ARB ) shareholders, because the company has just released its...Analysis Article • Aug 10
What Does ARB Corporation Limited's (ASX:ARB) Share Price Indicate?
ARB Corporation Limited ( ASX:ARB ), might not be a large cap stock, but it received a lot of attention from a...Analysis Article • May 08
Shareholders Are Optimistic That ARB (ASX:ARB) Will Multiply In Value
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Analysis Article • Apr 03
Some Confidence Is Lacking In ARB Corporation Limited's (ASX:ARB) P/E
With a price-to-earnings (or "P/E") ratio of 35.8x ARB Corporation Limited ( ASX:ARB ) may be sending very bearish...Analysis Article • Jan 19
ARB (ASX:ARB) Is Reinvesting At Lower Rates Of Return
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Analysis Article • Dec 28
Pinning Down ARB Corporation Limited's (ASX:ARB) P/E Is Difficult Right Now
ARB Corporation Limited's ( ASX:ARB ) price-to-earnings (or "P/E") ratio of 33.6x might make it look like a strong sell...Analysis Article • Oct 04
Returns On Capital At ARB (ASX:ARB) Paint A Concerning Picture
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Analysis Article • Sep 07
ARB (ASX:ARB) Is Paying Out Less In Dividends Than Last Year
ARB Corporation Limited's ( ASX:ARB ) dividend is being reduced from last year's payment covering the same period to...Analysis Article • Aug 24
ARB's (ASX:ARB) Dividend Is Being Reduced To A$0.30
ARB Corporation Limited ( ASX:ARB ) is reducing its dividend from last year's comparable payment to A$0.30 on the 20th...Analysis Article • Jun 16
Shareholders Are Optimistic That ARB (ASX:ARB) Will Multiply In Value
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...Analysis Article • Apr 04
ARB's (ASX:ARB) Dividend Will Be Reduced To A$0.32
ARB Corporation Limited ( ASX:ARB ) is reducing its dividend from last year's comparable payment to A$0.32 on the 21st...Analysis Article • Feb 10
Here's Why We Think ARB (ASX:ARB) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analysis Article • Jan 26
Investors Shouldn't Overlook The Favourable Returns On Capital At ARB (ASX:ARB)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysis Article • Nov 08
Should You Be Adding ARB (ASX:ARB) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analysis Article • Oct 19
ARB (ASX:ARB) Knows How To Allocate 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...Analysis Article • Oct 04
ARB Corporation Limited's (ASX:ARB) Intrinsic Value Is Potentially 18% Below Its Share Price
Does the October share price for ARB Corporation Limited ( ASX:ARB ) reflect what it's really worth? Today, we will...Analysis Article • Sep 03
ARB's (ASX:ARB) Dividend Is Being Reduced To A$0.32
ARB Corporation Limited ( ASX:ARB ) is reducing its dividend from last year's comparable payment to A$0.32 on the 21st...Analysis Article • Aug 09
If EPS Growth Is Important To You, ARB (ASX:ARB) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Shareholder Returns
| ARB | AU Auto Components | AU Market | |
|---|---|---|---|
| 7D | 1.0% | -0.8% | 0.08% |
| 1Y | -40.9% | -21.3% | 3.1% |
Return vs Industry: ARB underperformed the Australian Auto Components industry which returned -21.3% over the past year.
Return vs Market: ARB underperformed the Australian Market which returned 3.1% over the past year.
Price Volatility
| ARB volatility | |
|---|---|
| ARB Average Weekly Movement | 7.2% |
| Auto Components Industry Average Movement | 5.8% |
| Market Average Movement | 10.4% |
| 10% most volatile stocks in AU Market | 17.6% |
| 10% least volatile stocks in AU Market | 4.4% |
Stable Share Price: ARB has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: ARB's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1975 | n/a | Lachlan A. McCann | www.arb.com.au |
ARB Corporation Limited engages in the design, manufacture, distribution, and sale of motor vehicle accessories and light metal engineering works. The company provides earth campers; bull bars; side rails and steps; rear protection, towing, and wheel carriers; canopies; MITS alloy; UTE lids and tub accessories; roof racks, cross bars, and carriers; old man EMU 4X4 suspensions; linx products; driving lights; air compressors and tyre accessories; air lockers; winches; recovery equipment; recovery points; and under vehicle protection products. It also offers fuel tanks and storage products; drawers and cargo solutions; slide kitchen products; portable fridge freezers; tents, swags, and awnings; camping and touring accessories; UHF radios, GPS, and reverse cameras; safari snorkels; dual battery and solar systems; general accessories; and interior protection and merchandise products.
ARB Corporation Limited Fundamentals Summary
| ARB fundamental statistics | |
|---|---|
| Market cap | AU$1.51b |
| Earnings (TTM) | AU$88.75m |
| Revenue (TTM) | AU$729.59m |
17.0x
P/E Ratio2.1x
P/S RatioIs ARB overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ARB income statement (TTM) | |
|---|---|
| Revenue | AU$729.59m |
| Cost of Revenue | AU$330.62m |
| Gross Profit | AU$398.97m |
| Other Expenses | AU$310.22m |
| Earnings | AU$88.75m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.06 |
| Gross Margin | 54.68% |
| Net Profit Margin | 12.16% |
| Debt/Equity Ratio | 0% |
How did ARB perform over the long term?
See historical performance and comparisonDividends
3.8%
Current Dividend Yield65%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/23 08:52 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ARB Corporation Limited is covered by 23 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Peter Marks | Barrenjoey Markets Pty Limited |
| Daniel Morgan | Barrenjoey Markets Pty Limited |
| Thomas Kierath | Barrenjoey Markets Pty Limited |