BAPCOR LIMITED (BAP)
Share Price Analysis and Chart

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BAP

BAP - BAPCOR LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 3.47
Index: ASX200 | ASX300 | ALL-ORDS

Bapcor is Australia's leading provider of aftermarket automotive parts and accessories. Its brands include Autopro, Auto Barn and Burson Auto Parts. Originally founded in 1971, it became a listed company in 2014.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.78

11 Dec
2025

-0.040

OPEN

$1.84

-2.20%

HIGH

$1.85

3,864,069

LOW

$1.78

TARGET
$2.145 20.5% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ARB . ASG . CAR . CMA . MTO . MXI . PWH . PWR . RPM . SFC . SNL . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
BAP: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 8.3 12.4 xxx
DPS (cps) xxx 13.5 5.5 xxx
EPS Growth xxx N/A 49.3% xxx
DPS Growth xxx - 10.0% - 59.0% xxx
PE Ratio xxx N/A 14.2 xxx
Dividend Yield xxx N/A 3.1% xxx
Div Pay Ratio(%) xxx 162.8% 44.7% xxx

Dividend yield today if purchased 3 years ago: 2.02%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 7.67

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 29/08 - ex-div 5.50c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx8.3
DPS All xxxxxxxxxxxxxxx13.5
Sales/Revenue xxxxxxxxxxxxxxx1,975.8 M
Book Value Per Share xxxxxxxxxxxxxxx251.7
Net Operating Cash Flow xxxxxxxxxxxxxxx133.6 M
Net Profit Margin xxxxxxxxxxxxxxx1.42 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx3.22 %
Return on Invested Capital xxxxxxxxxxxxxxx1.90 %
Return on Assets xxxxxxxxxxxxxxx1.45 %
Return on Equity xxxxxxxxxxxxxxx3.22 %
Return on Total Capital xxxxxxxxxxxxxxx5.84 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx52.7 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx55 M
Long Term Debt xxxxxxxxxxxxxxx587 M
Total Debt xxxxxxxxxxxxxxx642 M
Goodwill - Gross xxxxxxxxxxxxxxx554 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx59 M
Price To Book Value xxxxxxxxxxxxxxx1.99

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx60.8 M
Capex % of Sales xxxxxxxxxxxxxxx3.08 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,633 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx252 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx8 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.0

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

10/12/2025

3

Neutral

$2.05

15.17%

Bapcor downgraded FY26 net profit after tax guidance by around -17% at the midpoint vs the AGM update on Oct 20. This follows disappointing trading in Oct and Nov , mainly in the trade segment with falls in tools and equipment, Macquarie observes.

The trade division continues to be challenged with management's operational review continuing as it invests to win back market share.

The broker also points to discussions with lenders since Oct 20 as Bapcor looks to raise its leverage covenant for FY26.

Macquarie lowers EPS estimates by -24% for FY26 and -17% for FY27 post the guidance downgrade. Target price is also lowered by -29% to $2.05. No change to Neutral rating.

FORECAST
Macquarie forecasts a full year FY26 dividend of 6.50 cents and EPS of 12.90 cents.
Macquarie forecasts a full year FY27 dividend of 12.30 cents and EPS of 17.50 cents.

Citi

xx/xx/xxxx

3

xxxxxxx, xxxx xxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Login above or Get a Free Trial
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

09/12/2025

3

Hold

$2.00

12.36%

Bapcor has lowered FY26 guidance on the back of lower 1H26 guidance, with underlying net profit after tax now expected to be $5m-$8m against Canaccord Genuity's previous estimate of $17.4m and consensus at $19.4m.

The ongoing operational review by management has continued to throw up further unforeseen problems resulting in write-downs and/or lower earnings.

Commentary suggests this trend could continue with the ongoing reviews into 2H26.

The broker lowers EPS forecasts by -28.8% for FY26 and -16.3% for FY27 with a downgrade of the target price to $2 from $2.45.

No change to Hold rating.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 10.00 cents and EPS of 17.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 14.00 cents and EPS of 23.00 cents.
Access Extra Coverage Research History >

BAP STOCK CHART

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