Brambles (BXB) Stock Overview
Operates as a supply-chain logistics company. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 2/6 |
| Past Performance | 6/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
BXB Community Fair Values
Create NarrativeSee what 57 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
AU$21.9
FV
23.3% undervalued intrinsic discount14.24%
Revenue growth p.a.
2.8k
users have viewed this narrative5users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
Brambles Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$16.80 |
| 52 Week High | AU$26.93 |
| 52 Week Low | AU$16.25 |
| Beta | 0.51 |
| 1 Month Change | -26.73% |
| 3 Month Change | -32.80% |
| 1 Year Change | -28.27% |
| 3 Year Change | 24.81% |
| 5 Year Change | 52.45% |
| Change since IPO | 266.55% |
Recent News & Updates
New Narrative • May 18
Automation And Digital Supply Chain Solutions Will Drive Stronger Long Term Pallet Demand
Catalysts About Brambles Brambles operates pooled pallet and reusable asset solutions that support supply chains across the Americas, Europe and Asia Pacific. What are the underlying business or industry changes driving this perspective?
Narrative Update • May 10
BXB: Legal Ruling And Dividend Outlook Will Shape A Measured Future View
Analysts have trimmed their average price target on Brambles to A$24.82 from A$26.06, reflecting slightly higher discount rate assumptions and very small tweaks to revenue growth, profit margin and future P/E inputs in their models. What's in the News The Federal Court issued a judgment in the shareholder class action relating to Brambles’ Fiscal Year 2017 guidance and medium term Fiscal Year 2019 targets, with some claims dismissed and others upheld for specific periods between August 18, 2016 and February 17, 2017 (Lawsuits & Legal Issues).Narrative Update • Apr 05
BXB: Dividend Increase And Updated Guidance Will Support A Positive Outlook
Analysts have nudged their Brambles price target slightly higher to A$26.06 from A$25.84, reflecting updated assumptions around discount rate, modest revenue growth adjustments, stable profit margins and a slightly higher future P/E multiple. What's in the News Brambles declared an ordinary dividend of US$0.23 per share for the six months ended 31 December 2025, with an ex date of 11 March 2026, a record date of 12 March 2026 and a payment date of 9 April 2026 (company announcement).Recent updates
New Narrative • May 18
Automation And Digital Supply Chain Solutions Will Drive Stronger Long Term Pallet Demand
Catalysts About Brambles Brambles operates pooled pallet and reusable asset solutions that support supply chains across the Americas, Europe and Asia Pacific. What are the underlying business or industry changes driving this perspective?Narrative Update • May 10
BXB: Legal Ruling And Dividend Outlook Will Shape A Measured Future View
Analysts have trimmed their average price target on Brambles to A$24.82 from A$26.06, reflecting slightly higher discount rate assumptions and very small tweaks to revenue growth, profit margin and future P/E inputs in their models. What's in the News The Federal Court issued a judgment in the shareholder class action relating to Brambles’ Fiscal Year 2017 guidance and medium term Fiscal Year 2019 targets, with some claims dismissed and others upheld for specific periods between August 18, 2016 and February 17, 2017 (Lawsuits & Legal Issues).Narrative Update • Apr 05
BXB: Dividend Increase And Updated Guidance Will Support A Positive Outlook
Analysts have nudged their Brambles price target slightly higher to A$26.06 from A$25.84, reflecting updated assumptions around discount rate, modest revenue growth adjustments, stable profit margins and a slightly higher future P/E multiple. What's in the News Brambles declared an ordinary dividend of US$0.23 per share for the six months ended 31 December 2025, with an ex date of 11 March 2026, a record date of 12 March 2026 and a payment date of 9 April 2026 (company announcement).Narrative Update • Mar 22
BXB: Dividend Commitment And Stable Guidance Will Support A Positive Outlook
Analysts have made a small upward adjustment to Brambles' implied value, with the price target moving from A$25.82 to A$25.84. This change reflects only minor tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E.Narrative Update • Mar 07
BXB: Refined Assumptions And Dividend Outlook Will Support A Steady Future
Analysts have updated their view on Brambles, increasing the price target from A$24.43 to A$25.82. This change reflects adjusted assumptions around the discount rate, profit margin, revenue growth and future P/E multiples.Narrative Update • Feb 19
BXB: Refined Assumptions Will Support A Steady Fairly Valued Outlook
Analysts now set their Brambles price target at about A$24.43, up from roughly A$24.14, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: A$24.14 to A$24.43, a small upward adjustment in the modelled estimate.Narrative Update • Feb 05
BXB: Refined Assumptions Will Support A Steady Fairly Valued Medium-Term Outlook
Analysts have trimmed their price target for Brambles to A$24.14 from A$24.78, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair value estimate reduced slightly from A$24.78 to A$24.14 per share.Analysis Article • Jan 28
Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing
With a price-to-earnings (or "P/E") ratio of 25.2x Brambles Limited ( ASX:BXB ) may be sending bearish signals at the...Narrative Update • Jan 21
BXB: Slight Model Refinements Will Support A Steady Medium-Term Outlook
Analysts have nudged their price target for Brambles slightly higher to A$24.78 from A$24.67, reflecting small adjustments to assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Adjusted slightly from A$24.67 to A$24.78 per share.Analysis Article • Jan 13
With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Narrative Update • Jan 07
BXB: Small Model Adjustments Will Support A Steady Medium-Term Outlook
The analyst price target for Brambles has edged from A$24.80 to A$24.67, with analysts pointing to fine tuning of discount rate, revenue growth, profit margin, and forward P/E assumptions rather than any major shift in their view. Valuation Changes Fair value was trimmed slightly from A$24.80 to A$24.67 per share, reflecting minor model adjustments rather than a change in the core view.Analysis Article • Dec 28
Is Brambles (ASX:BXB) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narrative Update • Dec 24
BXB: Slightly Higher Expected Multiple Will Support A Balanced Medium-Term Outlook
Analysts have slightly raised their price target on Brambles to reflect a modest improvement in fair value to $24.80. This change is driven by marginally lower discount rates, steady revenue growth assumptions, and a slightly higher forecast future P/E multiple.Narrative Update • Dec 08
BXB: Slightly Lower Fair Value Will Support A Balanced Medium-Term Outlook
Analysts have nudged their price target for Brambles slightly lower, trimming it by approximately $0.65. They are factoring in a marginally higher future valuation multiple, offset by a modestly reduced fair value estimate, under largely unchanged growth and margin assumptions.Analysis Article • Nov 25
Brambles (ASX:BXB) Shareholders Will Want The ROCE Trajectory To Continue
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Narrative Update • Nov 24
BXB: Recent Modest Fair Value Shift Will Support A Balanced Medium-Term Outlook
Analysts have slightly increased their price target for Brambles from $25.33 to $25.40, citing modest improvements in future valuation metrics as well as a marginally higher discount rate. Valuation Changes Fair Value: Increased marginally from A$25.33 to A$25.40.Analysis Article • Nov 11
Are Investors Undervaluing Brambles Limited (ASX:BXB) By 28%?
Key Insights The projected fair value for Brambles is AU$33.08 based on 2 Stage Free Cash Flow to Equity Current share...Narrative Update • Nov 05
BXB: Share Price Rally Will Limit Upside Despite Buyback Program
Analysts have marginally raised their price target for Brambles from A$25.07 to A$25.33. They cite continued strong performance and note that the recent share price rally has reduced the stock’s potential return.Analysis Article • Oct 29
Brambles Limited's (ASX:BXB) Shares May Have Run Too Fast Too Soon
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 22x, you may consider...Analysis Article • Oct 05
With EPS Growth And More, Brambles (ASX:BXB) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Narrative Update • Sep 26
Digital Tracking And Circular Supply Chains Will Improve Efficiency
Analysts have lifted Brambles’ price target slightly to A$25.07, citing the share price’s strong rally amid limited fundamental change and scarcity of quality offshore-exposed peers, but now see limited further upside, prompting a Neutral rating. Analyst Commentary The share price rally was considered "quite remarkable" despite results that did not meaningfully change forecasts.Analysis Article • Sep 22
Is Brambles (ASX:BXB) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narrative Update • Sep 09
Digital Tracking And Circular Supply Chains Will Improve Efficiency
Analysts have trimmed Brambles' price target to A$24.80 amid concerns that the recent share price rally has outpaced fundamentals, with limited improvement in the financial outlook and valuation now exceeding intrinsic value. Analyst Commentary Share price rally seen as excessive relative to underlying fundamentals and forecasts.Analysis Article • Sep 08
Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196
Brambles Limited ( ASX:BXB ) will increase its dividend from last year's comparable payment on the 8th of October to...Analysis Article • Aug 24
Brambles (ASX:BXB) Will Pay A Larger Dividend Than Last Year At $0.3196
The board of Brambles Limited ( ASX:BXB ) has announced that it will be paying its dividend of $0.3196 on the 8th of...Narrative Update • Aug 22
Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency
Brambles' price target has been upgraded primarily due to its scarcity value as a high-quality offshore-exposed operator and a reassessment of valuation, though analysts are now more cautious given the elevated share price and limited further upside, resulting in the consensus price target rising from A$22.06 to A$24.85. Analyst Commentary Strong share price rally despite results not significantly exceeding forecasts.Analysis Article • Aug 09
Under The Bonnet, Brambles' (ASX:BXB) Returns Look Impressive
ASX:BXB 1 Year Share Price vs Fair Value Explore Brambles's Fair Values from the Community and select yours If you're...Analysis Article • Jul 24
Brambles Limited's (ASX:BXB) Popularity With Investors Is Under Threat From Overpricing
With a price-to-earnings (or "P/E") ratio of 25.4x Brambles Limited ( ASX:BXB ) may be sending bearish signals at the...Analysis Article • Jul 09
A Look At The Fair Value Of Brambles Limited (ASX:BXB)
Key Insights Brambles' estimated fair value is AU$24.15 based on 2 Stage Free Cash Flow to Equity With AU$23.14 share...Analysis Article • Jun 24
Should You Be Adding Brambles (ASX:BXB) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
New Narrative • May 19
Brambles' Revenue Set to Climb 14% with Profit Margins Following
Market Leadership: Brambles is a dominant global player in its niche, with scale advantages that are hard to replicate.
New Narrative • Feb 22
Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency
Asset efficiency and strategic capital allocation drive better cash flow, net margins, and potential future earnings growth.Shareholder Returns
| BXB | AU Commercial Services | AU Market | |
|---|---|---|---|
| 7D | -2.6% | -0.7% | 1.0% |
| 1Y | -28.3% | -19.2% | 3.1% |
Return vs Industry: BXB underperformed the Australian Commercial Services industry which returned -19.2% over the past year.
Return vs Market: BXB underperformed the Australian Market which returned 3.1% over the past year.
Price Volatility
| BXB volatility | |
|---|---|
| BXB Average Weekly Movement | 6.5% |
| Commercial Services Industry Average Movement | 9.1% |
| Market Average Movement | 10.3% |
| 10% most volatile stocks in AU Market | 17.4% |
| 10% least volatile stocks in AU Market | 4.2% |
Stable Share Price: BXB has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: BXB's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1875 | 12,058 | Graham Chipchase | www.brambles.com |
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.
Brambles Limited Fundamentals Summary
| BXB fundamental statistics | |
|---|---|
| Market cap | AU$22.61b |
| Earnings (TTM) | AU$1.29b |
| Revenue (TTM) | AU$9.77b |
17.5x
P/E Ratio2.3x
P/S RatioIs BXB overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BXB income statement (TTM) | |
|---|---|
| Revenue | US$7.01b |
| Cost of Revenue | US$4.55b |
| Gross Profit | US$2.47b |
| Other Expenses | US$1.54b |
| Earnings | US$925.90m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
Aug 20, 2026
| Earnings per share (EPS) | 0.69 |
| Gross Margin | 35.17% |
| Net Profit Margin | 13.21% |
| Debt/Equity Ratio | 57.8% |
How did BXB perform over the long term?
See historical performance and comparisonDividends
3.8%
Current Dividend Yield65%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/01 01:52 |
| End of Day Share Price | 2026/06/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/06/30 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| 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
Brambles Limited is covered by 26 analysts. 13 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 |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Shaurya Visen | BofA Global Research |