Beacon Lighting Group Limited

ASX:BLX Stock Report

Market Cap: AU$766.0m

Beacon Lighting Group Valuation

Is BLX undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of BLX when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
AU$3.34
Fair Value
0.3% overvalued intrinsic discount
7
Number of Analysts

Below Fair Value: BLX (A$3.35) is trading above our estimate of fair value (A$3.34)

Significantly Below Fair Value: BLX is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for BLX?

Key metric: As BLX is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for BLX. This is calculated by dividing BLX's market cap by their current earnings.
What is BLX's PE Ratio?
PE Ratio25.8x
EarningsAU$29.65m
Market CapAU$766.00m

Price to Earnings Ratio vs Peers

How does BLX's PE Ratio compare to its peers?

The above table shows the PE ratio for BLX vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average19.9x
ADH Adairs
14.4x15.97%AU$473.7m
UNI Universal Store Holdings
23.6x18.48%AU$586.9m
AX1 Accent Group
17.8x12.94%AU$1.1b
NCK Nick Scali
24x12.42%AU$1.6b
BLX Beacon Lighting Group
25.8x11.52%AU$766.0m

Price-To-Earnings vs Peers: BLX is expensive based on its Price-To-Earnings Ratio (25.8x) compared to the peer average (19.9x).

Price to Earnings Ratio vs Industry

How does BLX's PE Ratio compare vs other companies in the AU Specialty Retail Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
BLX 25.8xIndustry Avg. 20.5xNo. of Companies5PE01224364860+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BLX is expensive based on its Price-To-Earnings Ratio (25.8x) compared to the Australian Specialty Retail industry average (20.5x).

Price to Earnings Ratio vs Fair Ratio

What is BLX's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

BLX PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio25.8x
Fair PE Ratio17.9x

Price-To-Earnings vs Fair Ratio: BLX is expensive based on its Price-To-Earnings Ratio (25.8x) compared to the estimated Fair Price-To-Earnings Ratio (17.9x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst BLX forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentAU$3.35
AU$3.43
+2.35%
11.35%AU$3.96AU$2.60n/a7
May ’26AU$3.30
AU$3.43
+3.90%
11.35%AU$3.96AU$2.60n/a7
Apr ’26AU$3.35
AU$3.43
+2.35%
11.35%AU$3.96AU$2.60n/a7
Mar ’26AU$3.45
AU$3.43
-0.62%
11.35%AU$3.96AU$2.60n/a7
Feb ’26AU$3.18
AU$3.08
-3.20%
12.16%AU$3.40AU$2.30n/a6
Jan ’26AU$3.05
AU$3.08
+0.93%
12.16%AU$3.40AU$2.30n/a6
Dec ’25AU$2.95
AU$3.04
+2.94%
11.50%AU$3.35AU$2.30n/a6
Nov ’25AU$2.96
AU$2.99
+1.13%
11.00%AU$3.35AU$2.30n/a6
Oct ’25AU$3.01
AU$2.86
-4.92%
11.30%AU$3.15AU$2.30n/a5
Sep ’25AU$2.70
AU$2.77
+2.65%
12.91%AU$3.15AU$2.30n/a6
Aug ’25AU$2.37
AU$2.77
+16.81%
11.65%AU$3.22AU$2.32n/a6
Jul ’25AU$2.50
AU$2.81
+12.40%
12.47%AU$3.22AU$2.32n/a6
Jun ’25AU$2.50
AU$2.81
+12.40%
12.47%AU$3.22AU$2.32n/a6
May ’25AU$2.85
AU$2.78
-2.34%
12.74%AU$3.22AU$2.32AU$3.306
Apr ’25AU$2.96
AU$2.78
-5.97%
12.74%AU$3.22AU$2.32AU$3.356
Mar ’25AU$2.85
AU$2.75
-3.51%
12.78%AU$3.22AU$2.32AU$3.456
Feb ’25AU$2.35
AU$2.33
-0.77%
8.90%AU$2.65AU$2.10AU$3.185
Jan ’25AU$2.32
AU$2.33
+0.52%
8.90%AU$2.65AU$2.10AU$3.055
Dec ’24AU$2.00
AU$2.12
+5.92%
5.10%AU$2.21AU$1.90AU$2.956
Nov ’24AU$1.80
AU$2.13
+18.48%
5.47%AU$2.26AU$1.90AU$2.966
Oct ’24AU$1.85
AU$2.13
+14.96%
5.47%AU$2.26AU$1.90AU$3.016
Sep ’24AU$1.82
AU$2.13
+16.85%
5.47%AU$2.26AU$1.90AU$2.706
Aug ’24AU$1.88
AU$2.09
+10.99%
12.03%AU$2.49AU$1.73AU$2.376
Jul ’24AU$1.64
AU$2.14
+30.28%
9.34%AU$2.49AU$1.90AU$2.506
Jun ’24AU$1.59
AU$2.24
+40.67%
11.18%AU$2.60AU$1.90AU$2.506
May ’24AU$1.82
AU$2.30
+26.94%
9.49%AU$2.60AU$2.03AU$2.855
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
AU$3.43
Fair Value
2.3% undervalued intrinsic discount
7
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/25 22:26
End of Day Share Price 2025/05/23 00:00
Earnings2024/12/29
Annual Earnings2024/06/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Beacon Lighting Group Limited is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Aryan NoroziBarrenjoey Markets Pty Limited
Sam TeegerCitigroup Inc
Keegan BooysenJarden Limited