Obermatt

Brambles

ASX:BXB · AU000000BXB1
Commercial Services & SuppliesX-Large

360

66
EV / EBIT48
Price / Owner Earnings40
Owner Earnings Yield43
Dividend Yield99
Price/Sales31
EV / Gross Profit36
Price/Book15
Return on Capital83
Cash Return on Capital67
Return on Equity84
EBIT Margin84
Gross Profitability65
Cash Conversion49
Accruals79
Owner Earnings Margin63
Sales growth45
Profit Growth90
Long-Term EPS Growth57
Owner Earnings Growth45
Reinvestment54
Price momentum35
Debt load22
Refinancing26
Debt Payback48
Liquidity67
Analyst ratings28
Opinion Changes57
Price Target Upside37
Market mood67
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Brambles generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryAustralia
IndustryCommercial Services & Supplies
SizeX-Large
TypePublic Company
ExchangeASX
Founded2006
Employees1,261
ISINAU000000BXB1
Last UpdateApr 2, 2026
Themes
Freight ServicePackaging ServicesConsumerLogisticsSupply Chain Management

Description

Brambles Limited (Brambles) operates as a global supply chain logistics company that specializes in the pooling of unit-load equipment, particularly pallets and containers. The company serves various industries by providing innovative solutions that…

Analysis

Quality compounder

Brambles Limited earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is expensive. The owner-earnings multiple stands at 26.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 10% a year, against analyst forecasts of 11%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 14/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
75
2023202420252026

All-time high

76

Mar 2026

All-time low

27

Jan 2025

Average rank

44

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
31
46
60
78
Price/Earnings
64
69
80
80
Price/Book
15
28
37
63
Dividend Yield
99
79
90
90
Value (overall)
57
57
72
76

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Brambles with its peers
IVE Group
ASX:IGL
47
CountryAustralia
IndustryMedia
SizeSmall
Full Stock Analysis →
Nagase
TYO:8012
34
CountryJapan
IndustryTrading Companies & Distributors
SizeLarge
Full Stock Analysis →
ASE Technology Holding
TAI:3711
40
CountryTaiwan
IndustrySemiconductors & Semiconductor Equipment
SizeX-Large
Full Stock Analysis →
Toppan Printing
TYO:7911
32
CountryJapan
IndustryCommercial Services & Supplies
SizeX-Large
Full Stock Analysis →
Formosa Chemicals & Fibre
TAI:1326
79
CountryTaiwan
IndustryChemicals
SizeLarge
Full Stock Analysis →
Hyundai Autoever
KSC:307950
21
CountrySouth Korea
IndustryIT Services
SizeSmall
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →