Added to YB: 2024-10-29
Pitch date: 2024-10-27
BXB.AX [neutral]
Brambles Limited
-2.86%
current return
Author Info
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Company Info
Brambles Limited operates as a supply-chain logistics company. It operates through CHEP Americas, CHEP EMEA, and CHEP Asia-Pacific segments.
Market Cap
AUD 21.3B
Pitch Price
AUD 17.47
Price Target
N/A
Dividend
2.91%
EV/EBITDA
10.81
P/E
23.49
EV/Sales
3.42
Sector
Commercial Services and Supplies
Category
value
Show full summary:
Brambles - some thoughts
BXB.AX (quick dive): Global leader in pallet pooling. 20% ROE, high ROA. History of poor capital allocation in non-pallet businesses, but now focused on core CHEP wooden pallet business. COVID increased demand & costs. Potential for improved cash flow & pricing power. Consider renaming to CHEP to cement focus.
Read full article (18 min)