Brickworks Limited

ASX:BKW Stok Raporu

Piyasa değeri: AU$5.0b

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Brickworks Yönetim

Yönetim kriter kontrolleri 4/4

Brickworks CEO'su Mark Ellenor, Apr2024 tarihinde atandı, in görev süresi 1.42 yıldır. in toplam yıllık tazminatı A$ 1.66M olup, şirket hissesi ve opsiyonları dahil olmak üzere 61.5% maaş ve 38.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.017% ine doğrudan sahiptir ve bu hisseler A$ 861.47K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.1 yıl ve 5.8 yıldır.

Anahtar bilgiler

Mark Ellenor

İcra Kurulu Başkanı

AU$1.7m

Toplam tazminat

CEO maaş yüzdesi61.49%
CEO görev süresi1.4yrs
CEO sahipliği0.02%
Yönetim ortalama görev süresi3.1yrs
Yönetim Kurulu ortalama görev süresi5.8yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Sep 25

Oakdale West And East Projects Will Unlock Rental Value

The slight reduction in Brickworks' consensus price target to A$31.19 primarily reflects modestly lower revenue growth forecasts. What's in the News Washington H.
Analiz Makalesi May 15

Getting In Cheap On Brickworks Limited (ASX:BKW) Is Unlikely

When you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...
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Yeni Anlatı May 01

Oakdale West And East Projects Will Unlock Rental Value

Anticipated growth in property rental income and completion of projects will boost revenue and net margins through new leasing.
Analiz Makalesi Apr 24

Investors Could Be Concerned With Brickworks' (ASX:BKW) Returns On 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...
Analiz Makalesi Mar 24

Brickworks (ASX:BKW) Is Due To Pay A Dividend Of A$0.25

Brickworks Limited ( ASX:BKW ) has announced that it will pay a dividend of A$0.25 per share on the 1st of May. This...
Analiz Makalesi Mar 06

Is Brickworks Limited (ASX:BKW) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brickworks fair value estimate is AU$19.27 Current share price...
Analiz Makalesi Jan 20

Be Wary Of Brickworks (ASX:BKW) And Its Returns On Capital

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...
Analiz Makalesi Jan 03

Brickworks Limited's (ASX:BKW) Popularity With Investors Is Under Threat From Overpricing

When you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...
Analiz Makalesi Nov 21

Is Brickworks Limited (ASX:BKW) Worth AU$26.3 Based On Its Intrinsic Value?

Key Insights Brickworks' estimated fair value is AU$20.46 based on 2 Stage Free Cash Flow to Equity Brickworks is...
Analiz Makalesi Nov 05

Does Brickworks (ASX:BKW) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi Sep 30

Brickworks (ASX:BKW) Has Announced That It Will Be Increasing Its Dividend To A$0.43

Brickworks Limited ( ASX:BKW ) has announced that it will be increasing its dividend from last year's comparable...
Analiz Makalesi Sep 28

Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analiz Makalesi Sep 12

Risks To Shareholder Returns Are Elevated At These Prices For Brickworks Limited (ASX:BKW)

When you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...
Analiz Makalesi Jun 08

Brickworks Limited's (ASX:BKW) Share Price Could Signal Some Risk

Brickworks Limited's ( ASX:BKW ) price-to-sales (or "P/S") ratio of 3.5x may not look like an appealing investment...
Analiz Makalesi May 21

Brickworks (ASX:BKW) Will Be Hoping To Turn Its Returns On Capital Around

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analiz Makalesi May 02

Is Brickworks (ASX:BKW) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analiz Makalesi Feb 15

Brickworks Limited's (ASX:BKW) Business And Shares Still Trailing The Market

Brickworks Limited's ( ASX:BKW ) price-to-earnings (or "P/E") ratio of 10.5x might make it look like a buy right now...
Analiz Makalesi Jan 28

The Returns On Capital At Brickworks (ASX:BKW) Don't Inspire Confidence

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analiz Makalesi Jan 13

Brickworks Limited (ASX:BKW) Shares Could Be 22% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brickworks fair value estimate is AU$35.32 Brickworks is...
Analiz Makalesi Oct 30

Is Brickworks (ASX:BKW) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Oct 12

Brickworks (ASX:BKW) Has Announced That It Will Be Increasing Its Dividend To A$0.42

Brickworks Limited ( ASX:BKW ) has announced that it will be increasing its dividend from last year's comparable...
Analiz Makalesi Sep 12

Investors Could Be Concerned With Brickworks' (ASX:BKW) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Analiz Makalesi Jun 08

The Returns On Capital At Brickworks (ASX:BKW) Don't Inspire Confidence

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...
Analiz Makalesi May 01

Brickworks (ASX:BKW) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Mar 26

Brickworks (ASX:BKW) Is Paying Out A Larger Dividend Than Last Year

Brickworks Limited ( ASX:BKW ) will increase its dividend on the 2nd of May to A$0.23, which is 4.5% higher than last...
Analiz Makalesi Feb 07

Here's Why We Think Brickworks (ASX:BKW) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analiz Makalesi Jan 20

Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On 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...
Analiz Makalesi Nov 03

Here's Why Brickworks (ASX:BKW) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analiz Makalesi Oct 04

Here's Why Brickworks (ASX:BKW) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi Sep 09

Returns On Capital At Brickworks (ASX:BKW) Paint A Concerning Picture

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Analiz Makalesi Aug 28

Should You Investigate Brickworks Limited (ASX:BKW) At AU$21.23?

While Brickworks Limited ( ASX:BKW ) might not be the most widely known stock at the moment, it received a lot of...
Analiz Makalesi Jul 29

A Look At The Intrinsic Value Of Brickworks Limited (ASX:BKW)

In this article we are going to estimate the intrinsic value of Brickworks Limited ( ASX:BKW ) by taking the expected...
Analiz Makalesi Jun 29

If EPS Growth Is Important To You, Brickworks (ASX:BKW) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analiz Makalesi Jun 02

These 4 Measures Indicate That Brickworks (ASX:BKW) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analiz Makalesi May 19

Returns On Capital Signal Tricky Times Ahead For Brickworks (ASX:BKW)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Analiz Makalesi Mar 27

Brickworks (ASX:BKW) Is Increasing Its Dividend To AU$0.22

Brickworks Limited's ( ASX:BKW ) dividend will be increasing to AU$0.22 on 3rd of May. Despite this raise, the dividend...
Analiz Makalesi Mar 27

With EPS Growth And More, Brickworks (ASX:BKW) Is Interesting

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analiz Makalesi Feb 11

Is Brickworks Limited (ASX:BKW) Worth AU$22.1 Based On Its Intrinsic Value?

In this article we are going to estimate the intrinsic value of Brickworks Limited ( ASX:BKW ) by taking the forecast...
Analiz Makalesi Jan 14

Brickworks (ASX:BKW) Will Be Hoping To Turn Its Returns On Capital Around

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analiz Makalesi Dec 29

Here's Why Brickworks (ASX:BKW) Has A Meaningful Debt Burden

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analiz Makalesi Nov 16

Increases to Brickworks Limited's (ASX:BKW) CEO Compensation Might Cool off for now

Performance at Brickworks Limited ( ASX:BKW ) has been reasonably good and CEO Lindsay Partridge has done a decent job...
Analiz Makalesi Sep 24

Does Brickworks (ASX:BKW) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Aug 24

Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...

CEO Tazminat Analizi

Mark Ellenor'un ücretlendirmesi Brickworks'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jan 31 2025n/an/a

-AU$44m

Oct 31 2024n/an/a

-AU$81m

Jul 31 2024AU$2mAU$1m

-AU$117m

Jan 31 2024n/an/a

-AU$8m

Oct 31 2023n/an/a

AU$199m

Jul 31 2023AU$2mAU$1m

AU$405m

Jan 31 2023n/an/a

AU$655m

Oct 31 2022n/an/a

AU$763m

Jul 31 2022n/an/a

AU$870m

Jan 31 2022n/an/a

AU$747m

Oct 31 2021n/an/a

AU$495m

Jul 31 2021n/an/a

AU$243m

Apr 30 2021n/an/a

AU$282m

Jan 31 2021n/an/a

AU$322m

Oct 31 2020n/an/a

AU$318m

Jul 31 2020n/an/a

AU$315m

Apr 30 2020n/an/a

AU$214m

Jan 31 2020n/an/a

AU$114m

Oct 31 2019n/an/a

AU$155m

Jul 31 2019AU$382kAU$261k

AU$197m

Tazminat ve Piyasa: Mark 'nin toplam tazminatı ($USD 1.10M ), Australian pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 2.10M ).

Tazminat ve Kazançlar: Mark 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Mark Ellenor

1.4yrs
Görev süresi
AU$1,662,987
Tazminat

Mr. Mark A. Ellenor, B.Bus, serves as Chief Executive Officer at Brickworks Limited since April 2, 2024. He served as Chief Operating officer at Brickworks Limited since August 01, 2023 until April 2024. H...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Mark Ellenor
Chief Executive Officer1.4yrsAU$1.66m0.017%
A$ 861.5k
Grant Douglas
Chief Financial Officer3.1yrsAU$1.05m0.0014%
A$ 72.5k
David Fitzharris
Executive General Manager of Building Products Australia1.7yrsAU$1.06m0.073%
A$ 3.7m
Susan Leppinus
Company Secretary & General Counsel10.4yrsVeri yokVeri yok
Mark Callagher
General Manager of Corporate Developmentno dataVeri yokVeri yok
David Millington
General Manager of Austral Masonry10.6yrsAU$183.89kVeri yok
Emily Antonio
General Manager of Operationsno dataVeri yokVeri yok
3.1yrs
Ortalama Görev Süresi

Deneyimli Yönetim: BKW 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.1 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Robert Millner
Non Executive Chairman28.7yrsAU$293.96k2.43%
A$ 122.4m
Deborah Page
Lead Independent Director11.2yrsAU$187.24k0.011%
A$ 574.3k
Malcolm Bundey
Independent Deputy Chairman5.9yrsAU$205.94k0.0026%
A$ 131.0k
Todd Barlow
Independent Non-Executive Director1.3yrsAU$20.50k0.0013%
A$ 66.0k
Robyn Stubbs
Independent Non-Executive Director5.7yrsAU$167.34k0.00066%
A$ 33.2k
Joel Fitzgibbon
Independent Non-Executive Director2.7yrsAU$167.34k0.00098%
A$ 49.4k
5.8yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BKW 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2025/09/25 17:33
Gün Sonu Hisse Fiyatı2025/09/15 00:00
Kazançlar2025/01/31
Yıllık Kazançlar2024/07/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Brickworks Limited 4 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Suraj NebhaniCitigroup Inc
Lee PowerDeutsche Bank
Peter SteynMacquarie Research