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Barloworld (BAW) Stock Overview
Operates as an industrial processing, distribution, and services company in Southern Africa, the United Kingdom, Australia, Russia, and Mongolia. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
BAW Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Barloworld Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | R118.30 |
| 52 Week High | R125.00 |
| 52 Week Low | R95.02 |
| Beta | -0.012 |
| 1 Month Change | 0% |
| 3 Month Change | -0.80% |
| 1 Year Change | 8.82% |
| 3 Year Change | 31.72% |
| 5 Year Change | 27.04% |
| Change since IPO | 136.60% |
Recent News & Updates
Narrative Update • Jan 12
BAW: Takeover Progress And Earnings Outlook Will Shape Steady Future Prospects
Analysts have kept their fair value estimate for Barloworld steady at R113.50 per share, with only minor tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E informing the latest price target update. What's in the News Masego Le Katlego (Pty) Ltd and Gulf Falcon Holding Limited completed the acquisition of an additional 76.69% stake in Barloworld for ZAR 17.6b, bringing their holding to 97.6% of the offer shares.Narrative Update • Dec 20
BAW: Earnings Outlook And Finance Leadership Transition Will Shape Fairly Balanced Prospects
Analysts have modestly revised their price target on Barloworld to ZAR 113.50, reflecting slightly improved discount rate assumptions and stable long term expectations for revenue growth, profitability, and valuation multiples. What's in the News Issued earnings guidance for the twelve months ending September 30, 2025, with expected basic EPS of 767.3 to 787.0 cents and basic HEPS of 794.5 to 814.5 cents (company guidance) Announced the planned retirement of Group Finance Director Ms. Nopasika Vuyelwa Lila on 31 November 2025 and the appointment of Ms. Relebohile Mosaletseng Sehoole as incoming Group Finance Director from 1 December 2025 (company announcement) Removed as a constituent of the S and P Global BMI Index, which may affect passive investor ownership and trading liquidity (index update) Valuation Changes Consensus analyst price target remained unchanged at ZAR 113.50, indicating no revision to the estimated fair value of the shares.Narrative Update • Dec 06
BAW: Earnings Outlook And Leadership Changes Will Shape Fairly Balanced Prospects
Analysts have raised their price target for Barloworld from approximately R108.67 to R113.50, citing stronger expected revenue growth, improved profit margins and a lower anticipated future price to earnings multiple as key drivers of the upgrade. What's in the News Issued earnings guidance for the twelve months ending September 30, 2025, with expected Basic EPS of 767.3 to 787.0 cents and Basic HEPS of 794.5 to 814.5 cents (company guidance) Announced the retirement of Group Finance Director Nopasika Vuyelwa Lila effective November 31, 2025, following a tenure that began in 2019 (company announcement) Appointed Relebohile Mosaletseng Sehoole as incoming Group Finance Director from December 1, 2025, drawing on her decade of experience within Barloworld and prior senior finance roles (company announcement) Removed from the S&P Global BMI Index, which may affect passive fund ownership and index-linked demand for the share (index announcement) Valuation Changes Fair Value Estimate increased moderately from ZAR 108.67 to ZAR 113.50 per share, reflecting higher expected earnings and cash flows Discount Rate edged up slightly from 21.02% to 21.29%, indicating a marginally higher required return for equity investors Revenue Growth was raised significantly from 2.78% to 6.95% per year, signalling stronger top line expectations over the forecast period Net Profit Margin improved from 5.71% to 7.02%, pointing to better projected operating efficiency and profitability Future P/E was reduced from 13.42x to 11.82x, suggesting the higher valuation is supported by stronger earnings rather than multiple expansionRecent updates
Narrative Update • Jan 12
BAW: Takeover Progress And Earnings Outlook Will Shape Steady Future Prospects
Analysts have kept their fair value estimate for Barloworld steady at R113.50 per share, with only minor tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E informing the latest price target update. What's in the News Masego Le Katlego (Pty) Ltd and Gulf Falcon Holding Limited completed the acquisition of an additional 76.69% stake in Barloworld for ZAR 17.6b, bringing their holding to 97.6% of the offer shares.Narrative Update • Dec 20
BAW: Earnings Outlook And Finance Leadership Transition Will Shape Fairly Balanced Prospects
Analysts have modestly revised their price target on Barloworld to ZAR 113.50, reflecting slightly improved discount rate assumptions and stable long term expectations for revenue growth, profitability, and valuation multiples. What's in the News Issued earnings guidance for the twelve months ending September 30, 2025, with expected basic EPS of 767.3 to 787.0 cents and basic HEPS of 794.5 to 814.5 cents (company guidance) Announced the planned retirement of Group Finance Director Ms. Nopasika Vuyelwa Lila on 31 November 2025 and the appointment of Ms. Relebohile Mosaletseng Sehoole as incoming Group Finance Director from 1 December 2025 (company announcement) Removed as a constituent of the S and P Global BMI Index, which may affect passive investor ownership and trading liquidity (index update) Valuation Changes Consensus analyst price target remained unchanged at ZAR 113.50, indicating no revision to the estimated fair value of the shares.Narrative Update • Dec 06
BAW: Earnings Outlook And Leadership Changes Will Shape Fairly Balanced Prospects
Analysts have raised their price target for Barloworld from approximately R108.67 to R113.50, citing stronger expected revenue growth, improved profit margins and a lower anticipated future price to earnings multiple as key drivers of the upgrade. What's in the News Issued earnings guidance for the twelve months ending September 30, 2025, with expected Basic EPS of 767.3 to 787.0 cents and Basic HEPS of 794.5 to 814.5 cents (company guidance) Announced the retirement of Group Finance Director Nopasika Vuyelwa Lila effective November 31, 2025, following a tenure that began in 2019 (company announcement) Appointed Relebohile Mosaletseng Sehoole as incoming Group Finance Director from December 1, 2025, drawing on her decade of experience within Barloworld and prior senior finance roles (company announcement) Removed from the S&P Global BMI Index, which may affect passive fund ownership and index-linked demand for the share (index announcement) Valuation Changes Fair Value Estimate increased moderately from ZAR 108.67 to ZAR 113.50 per share, reflecting higher expected earnings and cash flows Discount Rate edged up slightly from 21.02% to 21.29%, indicating a marginally higher required return for equity investors Revenue Growth was raised significantly from 2.78% to 6.95% per year, signalling stronger top line expectations over the forecast period Net Profit Margin improved from 5.71% to 7.02%, pointing to better projected operating efficiency and profitability Future P/E was reduced from 13.42x to 11.82x, suggesting the higher valuation is supported by stronger earnings rather than multiple expansionNarrative Update • Aug 08
Expanding Infrastructure And Green Investments Will Drive Opportunity
The upward revision in Barloworld’s consensus price target to ZAR111.50 primarily reflects a higher future P/E multiple, signaling increased optimism on earnings prospects, while the discount rate remained largely unchanged. What's in the News Barloworld received an extended deadline from the U.S. Department of Commerce to submit a final report on voluntary disclosure of apparent export control violations, with the investigation ongoing.
New Narrative • Feb 17
Debt Reduction And Efficiency Focus Will Stabilize Future Earnings
Reducing interest-bearing obligations and optimizing equipment segments are key to improving net margins and stabilizing earnings.Analysis Article • Dec 12
What Barloworld Limited's (JSE:BAW) 30% Share Price Gain Is Not Telling You
Barloworld Limited ( JSE:BAW ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...Analysis Article • Nov 28
Barloworld (JSE:BAW) Is Increasing Its Dividend To ZAR3.10
Barloworld Limited ( JSE:BAW ) will increase its dividend from last year's comparable payment on the 6th of January to...Analysis Article • Jul 22
Barloworld (JSE:BAW) Takes On Some Risk With Its Use Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Jun 03
Barloworld's (JSE:BAW) Soft Earnings Don't Show The Whole Picture
Soft earnings didn't appear to concern Barloworld Limited's ( JSE:BAW ) shareholders over the last week. Our analysis...Analysis Article • Apr 26
Barloworld Limited's (JSE:BAW) Shares Climb 44% But Its Business Is Yet to Catch Up
Barloworld Limited ( JSE:BAW ) shareholders would be excited to see that the share price has had a great month, posting...Analysis Article • Mar 12
Barloworld Limited's (JSE:BAW) Earnings Are Not Doing Enough For Some Investors
When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 9x, you may consider...Analysis Article • Feb 10
Increases to Barloworld Limited's (JSE:BAW) CEO Compensation Might Cool off for now
Key Insights Barloworld to hold its Annual General Meeting on 16th of February Salary of R11.2m is part of CEO Dominic...Analysis Article • Nov 23
Earnings Update: Barloworld Limited (JSE:BAW) Just Reported Its Full-Year Results And Analysts Are Updating Their Forecasts
Shareholders might have noticed that Barloworld Limited ( JSE:BAW ) filed its annual result this time last week. The...Shareholder Returns
| BAW | ZA Trade Distributors | ZA Market | |
|---|---|---|---|
| 7D | 0% | 0.3% | -1.8% |
| 1Y | 8.8% | 4.0% | 15.7% |
Return vs Industry: BAW exceeded the ZA Trade Distributors industry which returned 5.9% over the past year.
Return vs Market: BAW underperformed the ZA Market which returned 42% over the past year.
Price Volatility
| BAW volatility | |
|---|---|
| BAW Average Weekly Movement | n/a |
| Trade Distributors Industry Average Movement | 4.0% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in ZA Market | 10.3% |
| 10% least volatile stocks in ZA Market | 2.9% |
Stable Share Price: BAW's share price has been volatile over the past 3 months compared to the ZA market.
Volatility Over Time: Insufficient data to determine BAW's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1902 | 6,194 | Dominic Sewela | www.barloworld.com |
Barloworld Limited operates as an industrial processing, distribution, and services company in Southern Africa, the United Kingdom, Australia, Russia, and Mongolia. It operates through the Equipment Southern Africa, Ingrain, Equipment Mongolia, Equipment Russia, and Other segments. The company offers industrial equipment and services comprising earthmoving equipment, industrial services, and power systems for the operation and maintenance of various mining, construction, and power solutions.
Barloworld Limited Fundamentals Summary
| BAW fundamental statistics | |
|---|---|
| Market cap | R22.12b |
| Earnings (TTM) | R1.45b |
| Revenue (TTM) | R37.71b |
15.3x
P/E Ratio0.6x
P/S RatioIs BAW overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BAW income statement (TTM) | |
|---|---|
| Revenue | R37.71b |
| Cost of Revenue | R33.08b |
| Gross Profit | R4.63b |
| Other Expenses | R3.18b |
| Earnings | R1.45b |
Last Reported Earnings
Sep 30, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 7.73 |
| Gross Margin | 12.27% |
| Net Profit Margin | 3.83% |
| Debt/Equity Ratio | 84.5% |
How did BAW perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/01/28 10:27 |
| End of Day Share Price | 2025/11/28 00:00 |
| Earnings | 2025/09/30 |
| Annual Earnings | 2025/09/30 |
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 |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
Barloworld Limited is covered by 7 analysts. 1 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 Mark Hodgson | Avior Capital Markets |
| Kenneth Hearn | Barclays |
| Paul Henri Steegers | BofA Global Research |