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CSR Ltd CSR

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Stock XASX Rating as of
A$8.87 −0.02 (0.23%)
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As of Delayed Price Closed
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Company Report

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CSR: Corporate Action – Vote in Favor of Acquisition by Saint-Gobain

Esther Holloway

We recommend shareholders of no-moat CSR vote in favor of the proposed acquisition by Compagnie de Saint-Gobain, a French building product conglomerate, provided it is consistent with your investment goals. CSR directors unanimously recommend the deal. The consideration of AUD 9.00 per share comprises AUD 8.88 in cash and AUD 0.12 in fully franked dividends. The acquisition price is within the independent expert’s valuation range of AUD 8.25-AUD 9.26 per share, who concluded the scheme is fair and reasonable.

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Price vs Fair Value

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CSR is trading at a 1% discount.
Price
A$8.89
Fair Value
A$2.00
Uncertainty
Medium
1-Star Price
A$82.18
5-Star Price
A$8.40
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Industry consolidation in plasterboard and brick capacity leads to a less competitive operating environment for CSR.

Bears

The structural decline in brick use is hastened by labor shortages, reducing demand relative to non-brick building product alternatives which CSR has a limited exposure to.

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Trading Information

Previous Close Price
A$8.89
Day Range
A$8.87–8.89
52-Week Range
A$4.83–8.93
Bid/Ask
A$8.87 / A$8.88
Market Cap
A$4.23 Bil
Volume/Avg
880,145 / 4.1 Mil

Key Statistics

Price/Earnings (Normalized)
32.32
Price/Sales
1.59
Dividend Yield (Trailing)
3.95%
Dividend Yield (Forward)
3.95%
Total Yield
3.94%

Company Profile

CSR is an Australian building materials company. It produces plasterboard, bricks, roof tiles, insulation, fiber cement, aerated autoclaved concrete, and a variety of complementary building products. CSR started producing building materials in 1942 and manufactures recognizable brands like Gyprock plasterboard, PGH bricks, Bradford insulation, Monier roof tiles, and Hebel aerated concrete panels. It also holds a 25% effective interest in the Tomago aluminum smelter in a joint venture. Property development of surplus and excess land is also a key valuation driver.
Sector
Industrials
Industry
Building Products & Equipment
Stock Style Box
Mid Core
Total Number of Employees
2,785
Website
https://www.csr.com.au

Competitors

Valuation

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Metric
CSR
BLD
FBU
Price/Earnings (Normalized)
 32.3231.0517.45
Price/Book Value
 3.622.940.85
Price/Sales
 1.591.740.35
Price/Cash Flow
 20.7410.436.42
Price/Earnings
CSR
BLD
FBU

Financial Strength

Metric
CSR
BLD
FBU
Quick Ratio
 0.752.030.64
Current Ratio
 1.642.491.69
Interest Coverage
 19.105.970.39
Quick Ratio
CSR
BLD
FBU

Profitability

Metric
CSR
BLD
FBU
Return on Assets (Normalized)
 6.33%5.74%0.40%
Return on Equity (Normalized)
 12.00%10.99%1.02%
Return on Invested Capital (Normalized)
 11.01%8.04%0.46%
Return on Assets
CSR
BLD
FBU
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Economic Moat
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