Brambles (BXB.AX)
Industrials · ASX · Australia
Fundamentals
Valuation and ratings
Brambles trades at A$19.33, which is 113% below the A$41.23 our discounted cash flow model puts on the business. On that measure alone it screens as undervalued, though a DCF is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 61 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 19.3 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
About Brambles
Brambles Limited operates as a supply-chain logistics company. It operates through CHEP Americas, CHEP EMEA, and CHEP Asia-Pacific segments. The company offers platforms to transport goods across their supply chains. Its products include reusable pallets and containers. The company serves consumer staples, retail, automotive, and general manufacturing industries. Brambles Limited was founded in 1875 and is based in Sydney, Australia.
BXB.AX passes 6 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Common questions
Is Brambles (BXB.AX) undervalued?
Against our discounted cash flow estimate of A$41.23, BXB.AX at A$19.33 is 113% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
What is BXB.AX's P/E ratio?
BXB.AX trades at 19.3 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.