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Employees: 5,200
Size Bapcor (BAP.AX) is an Australia Industrials company (Wholesale Distributors) with a market value of $399M, the 285th largest of 316 Australia companies the cockpit tracks. Shares closed at A$0.85 on 6 Nov 2026.
Performance Over six months the shares gained 66.0%, against -6.3% for the median peer and +4.1% for the Australia market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue fell 2.6% over the last twelve months (peer median +4.5%); the operating margin is 1.9% (peer median 3.3%).
Valuation It trades at 27.6× forward earnings against a peer median of 9.7× (2nd most expensive of 9).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.4 points below its cost of capital (7.2% WACC).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$1.92B | A$1.92B | A$1.98B | A$2.04B | A$2.02B |
| Revenue growth | — | -3% | -3% | +1% | — |
| Gross profit | A$288M | A$288M | A$337M | A$331M | A$400M |
| EBITDA | A$138M | A$138M | A$172M | A$197M | A$270M |
| Net income | -A$432M | -A$432M | A$19.1M | -A$165M | A$106M |
| Free cash flow | A$137M | A$137M | A$98.5M | A$76.5M | A$180M |
| Capital expenditure | A$29.3M | A$29.3M | A$60.8M | A$57.3M | A$41.3M |
| Total debt | n/a | A$432M | A$642M | A$694M | A$642M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BAP.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.6% | -5.7% | highest of 21 |
| 6-month return | +66.0% | -6.3% | highest of 21 |
| Distance from 52-week high | -58.9% | -18.9% | lowest of 21 |
| Revenue growth (TTM) | -2.6% | +4.5% | 3rd lowest of 21 |
| Operating margin | 1.9% | 3.3% | 5th lowest of 21 |
| Forward P/E | 27.6× | 9.7× | 2nd most expensive of 9 |
| Growth the price implies (Req g, 7 yrs) | 7.2% | 0.0% | 5th most demanding of 15 |
| Growth delivered (Del g) | +1.8% | +7.2% | 5th lowest of 15 |
| Hurdle (Req g minus delivered) | +5.5 pp | -8.5 pp | 4th most demanding of 15 |
| ROIC minus cost of capital | -4.4 pp | -1.3 pp | 4th lowest of 21 |
| EV / EBITDA | 6.8× | 7.2× | 5th cheapest of 13 |
| Net debt / EBITDA | 2.6× | 3.4× | 7th least indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Bapcor BAP.AX | Australia | $399M | +66% | -3% | 2% | 27.6× | 7.2% | +1.8% |
| Solum 248070.KS | South Korea | $398M | -42% | +16% | 4% | 10.7× | n/a | n/a |
| Shanghai Tianyong Engineering 603895.SS | China | $393M | -15% | +28% | 3% | n/a | n/a | n/a |
| Meko MEKO.ST | Sweden | $406M | -5% | -1% | 2% | 9.7× | 2.2% | +9.4% |
| Nanjing Business & Tourism 600250.SS | China | $388M | -24% | 0% | 9% | n/a | 12.7% | -4.9% |
| Kpp 9274.T | Japan | $411M | +13% | -1% | 2% | n/a | -0.7% | +8.6% |
| Fujian Haiqin Energy 600753.SS | China | $412M | -7% | +193% | 5% | n/a | n/a | n/a |
| Sanyo Trading 3176.T | Japan | $381M | +33% | +7% | 5% | 9.7× | -5.2% | +11.8% |
| UNISOL 7128.T | Japan | $420M | +31% | -1% | 2% | n/a | -2.9% | +24.5% |
| Shenzhen Huakong Seg 000068.SZ | China | $432M | -13% | -52% | -3% | n/a | 11.9% | +30.6% |
| Groupe Samse SAMS.PA | France | $439M | -5% | -2% | 2% | 8.5× | 5.9% | +5.0% |
| Brdr A & O Johansen A/S AOJ-B.CO | Denmark | $439M | +17% | +12% | 5% | 11.8× | 0.7% | +8.4% |
| Xinjiang International Industry 000159.SZ | China | $342M | -27% | +37% | 4% | n/a | n/a | n/a |
| Aurora 2373.TW | Taiwan | $342M | -11% | -3% | 7% | n/a | -4.4% | -3.8% |
| Symphony 1223.HK | Hong Kong | $467M | -12% | +9% | 1% | n/a | n/a | n/a |
| Bourrelier ALBOU.PA | France | $468M | +36% | +3% | 3% | n/a | 11.5% | +1.1% |
| Yashima Denki 3153.T | Japan | $339M | -15% | +13% | 10% | n/a | -10.6% | +4.7% |
| Siix 7613.T | Japan | $471M | +23% | 0% | 3% | 8.8× | -8.8% | +9.8% |
| Tidewater Midstream & Infrastructure TWM.TO | Canada | $337M | +43% | +16% | 6% | 5.5× | -3.8% | +6.1% |
| BlueLinx BXC | United States | $477M | +16% | +4% | 1% | 47.7× | 13.3% | -0.9% |
| Sato Sho-ji 8065.T | Japan | $331M | -10% | +5% | 3% | n/a | n/a | n/a |