Bell Financial Group
Market Cap
AU$610.4m
Last Updated
2021/01/23 07:07 UTC
Data Sources
Company Financials
Executive Summary
Bell Financial Group Limited provides stock broking, investment, and financial advisory services to private, institutional, and corporate clients. More Details
Rewards
Risk Analysis
Snowflake Analysis
Excellent balance sheet with acceptable track record.
Similar Companies
Share Price & News
How has Bell Financial Group's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: BFG is less volatile than 75% of Australian stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: BFG's weekly volatility (4%) has been stable over the past year.
Market Performance
7 Day Return
3.8%
BFG
1.0%
AU Capital Markets
1.3%
AU Market
1 Year Return
37.1%
BFG
-7.5%
AU Capital Markets
-0.6%
AU Market
Return vs Industry: BFG exceeded the Australian Capital Markets industry which returned -7.5% over the past year.
Return vs Market: BFG exceeded the Australian Market which returned -0.6% over the past year.
Shareholder returns
| BFG | Industry | Market | |
|---|---|---|---|
| 7 Day | 3.8% | 1.0% | 1.3% |
| 30 Day | 7.9% | -0.007% | 3.5% |
| 90 Day | 48.8% | 2.1% | 11.9% |
| 1 Year | 47.4%37.1% | -4.4%-7.5% | 2.8%-0.6% |
| 3 Year | 224.4%146.2% | 30.3%14.7% | 27.0%11.4% |
| 5 Year | 458.0%258.9% | 69.2%36.9% | 68.7%34.7% |
Long-Term Price Volatility Vs. Market
How volatile is Bell Financial Group's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Have Insiders Been Buying Bell Financial Group Limited (ASX:BFG) Shares?1 month ago | Simply Wall St
Do Insiders Own Lots Of Shares In Bell Financial Group Limited (ASX:BFG)?1 month ago | Simply Wall St
If You Like EPS Growth Then Check Out Bell Financial Group (ASX:BFG) Before It's Too LateValuation
Is Bell Financial Group undervalued compared to its fair value and its price relative to the market?
18.67x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: BFG (A$1.92) is trading above our estimate of fair value (A$1.48)
Significantly Below Fair Value: BFG is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: BFG is good value based on its PE Ratio (18.7x) compared to the AU Capital Markets industry average (26.3x).
PE vs Market: BFG is good value based on its PE Ratio (18.7x) compared to the Australian market (23.1x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate BFG's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: BFG is overvalued based on its PB Ratio (2.9x) compared to the AU Capital Markets industry average (1.4x).
Next Steps
Future Growth
How is Bell Financial Group forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
13.4%
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Bell Financial Group has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
Next Steps
- Examine Bell Financial Group's financial health to determine how well-positioned it is against times of financial stress by looking at its level of debt over time and how much cash it has left.
- Bell Financial Group competitive advantages and company strategy can generally be found in its financial reports archived here.
- Explore growth companies in the Diversified Financials industry.
Past Performance
How has Bell Financial Group performed over the past 5 years?
20.5%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BFG has high quality earnings.
Growing Profit Margin: BFG's current net profit margins (12.9%) are lower than last year (13%).
Past Earnings Growth Analysis
Earnings Trend: BFG's earnings have grown significantly by 20.5% per year over the past 5 years.
Accelerating Growth: BFG's earnings growth over the past year (7.7%) is below its 5-year average (20.5% per year).
Earnings vs Industry: BFG earnings growth over the past year (7.7%) exceeded the Capital Markets industry -14.9%.
Return on Equity
High ROE: BFG's Return on Equity (15.4%) is considered low.
Next Steps
Financial Health
How is Bell Financial Group's financial position?
Financial Position Analysis
Short Term Liabilities: BFG's short term assets (A$962.7M) exceed its short term liabilities (A$860.6M).
Long Term Liabilities: BFG's short term assets (A$962.7M) exceed its long term liabilities (A$62.2M).
Debt to Equity History and Analysis
Debt Level: BFG's debt to equity ratio (0.2%) is considered satisfactory.
Reducing Debt: BFG's debt to equity ratio has reduced from 19.6% to 0.2% over the past 5 years.
Debt Coverage: BFG's debt is well covered by operating cash flow (17827.5%).
Interest Coverage: Insufficient data to determine if BFG's interest payments on its debt are well covered by EBIT.
Balance Sheet
Next Steps
Dividend
What is Bell Financial Group current dividend yield, its reliability and sustainability?
4.43%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: BFG's dividend (4.43%) is higher than the bottom 25% of dividend payers in the Australian market (2.06%).
High Dividend: BFG's dividend (4.43%) is low compared to the top 25% of dividend payers in the Australian market (4.99%).
Stability and Growth of Payments
Stable Dividend: BFG's dividend payments have been volatile in the past 10 years.
Growing Dividend: BFG's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: At its current payout ratio (82.7%), BFG's payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
11.3yrs
Average board tenure
CEO
Alastair Provan
32yrs
Tenure
AU$894,275
Compensation
Mr. Alastair Provan has been Executive Chairman of Bell Financial Group Ltd. since August 15, 2019. He has been the Managing Director of Bell Financial Group Limited since 1989 and served as its Acting Cha...
CEO Compensation Analysis
Compensation vs Market: Alastair's total compensation ($USD690.08K) is about average for companies of similar size in the Australian market ($USD705.68K).
Compensation vs Earnings: Alastair's compensation has been consistent with company performance over the past year.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman & MD | 32yrs | AU$894.28k | 1.57% A$ 9.6m | |
| Independent Non-Executive Director | 13.5yrs | AU$100.00k | 0.015% A$ 90.5k | |
| Independent Non-Executive Director | 13.33yrs | AU$100.00k | 0.068% A$ 414.7k | |
| Non-Executive Director | 0.92yr | no data | 0.016% A$ 96.0k | |
| Independent Non-Executive Director | 11.25yrs | AU$100.00k | 0.38% A$ 2.3m |
11.3yrs
Average Tenure
57yo
Average Age
Experienced Board: BFG's board of directors are seasoned and experienced ( 11.3 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Bell Financial Group Limited's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Bell Financial Group Limited
- Ticker: BFG
- Exchange: ASX
- Founded: 1970
- Industry: Investment Banking and Brokerage
- Sector: Diversified Financials
- Market Cap: AU$610.364m
- Shares outstanding: 317.90m
- Website: https://www.bellfg.com.au
Number of Employees
Location
- Bell Financial Group Limited
- 101 Collins Street
- Level 29
- Melbourne
- Victoria
- 3000
- Australia
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| BFG | ASX (Australian Securities Exchange) | Yes | Ordinary Shares | AU | AUD | Dec 2007 |
| BFG | CHIA (Chi-X Australia) | Yes | Ordinary Shares | AU | AUD | Dec 2007 |
Biography
Bell Financial Group Limited provides stock broking, investment, and financial advisory services to private, institutional, and corporate clients. It operates through Retail and Wholesale segments. The com...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/01/23 07:07 |
| End of Day Share Price | 2021/01/22 00:00 |
| Earnings | 2020/06/30 |
| Annual Earnings | 2019/12/31 |
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 here.