Wide-moat Brambles' revenue in the first three quarters of fiscal 2024 increased 7% on a constant-currency basis versus the previous corresponding period, or PCP. Revenue growth is being driven by price increases, with volumes down modestly as customers destock pallets they hoarded over the pandemic due to supply chain issues.
Brambles' dominant position in key geographies makes it a key logistics partner and allows it to expand its business at lower cost.
Wooden pallets could lose market share if more expensive plastic pallets become more widely adopted given advantages in durability, weight, safety, and improved tracking.
|
Metric
|
BXB
|
AMC
|
QUB
|
|---|---|---|---|
Price/Earnings (Normalized) | 22.41 | 13.47 | 38.18 |
Price/Book Value | 4.33 | 3.43 | 1.87 |
Price/Sales | 2.06 | 0.95 | 1.96 |
Price/Cash Flow | 6.65 | 9.81 | 13.45 |
|
Metric
|
BXB
|
AMC
|
QUB
|
|---|---|---|---|
Quick Ratio | 0.47 | 0.57 | 1.05 |
Current Ratio | 0.53 | 1.25 | 1.12 |
Interest Coverage | 8.10 | 3.43 | 2.27 |
|
Metric
|
BXB
|
AMC
|
QUB
|
|---|---|---|---|
Return on Assets (Normalized) | 8.31% | 5.84% | 4.09% |
Return on Equity (Normalized) | 24.94% | 24.28% | 7.70% |
Return on Invested Capital (Normalized) | 13.92% | 10.59% | 4.39% |
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Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
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