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← CockpitCompetitor Analysis › BMN.AX Bannerman Energy LtdOpen in the cockpit ↗

Bannerman Energy LtdBMN.AXCompetitor analysis, valuation and peers

Australia · AUD·Materials›Other Metals/Minerals
Momentum neutral 43
Mkt cap
$578M
US dollars, full cap
Free float
92%
of shares outstanding
$/day
$2.52M
20-day average traded
P/B
2.69×
price to book
ROE
-3.6%
delivered
Implied ROE
28.8%
what the price asks
Next earnings
124 days
10 Mar 2027
Close · AUDA$3.49
1D-1.4%
1W+3.6%
1M+3.0%
3M-1.1%
6M-14.9%
YTD+4.8%
1Y+15.2%
ATR %6.3%
52w lowhigh33.5% off high

What Bannerman Energy does

No business profile yet.

Bannerman Energy at a glance

Size Bannerman Energy (BMN.AX) is an Australia Materials company (Other Metals/Minerals) with a market value of $578M, the 242nd largest of 316 Australia companies the cockpit tracks. Shares closed at A$3.49 on 6 Nov 2026.

Performance Over six months the shares fell 14.9%, against -29.6% for the median peer and +4.1% for the Australia market (cap-weighted) — 5th highest of 20 in its peer set.

Valuation It trades at 2.69× book value against a peer median of 1.99× (7th most expensive of 20).

Price implies The share price implies a return on equity of about 28.8%; Bannerman Energy delivers -3.6%, so the price asks more than the business earns today.

Next results Next results expected around 10 Mar 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026BMN.AX 87Peer median 70
Six months, rebased to 100: Bannerman Energy against the median of its 20 peers (local-currency closes).

Bannerman Energy financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$0A$0A$0A$0A$0
Revenue growth—————
Gross profit-A$242,000-A$242,000-A$123,000-A$53,000-A$37,000
EBITDA-A$9.13M-A$9.13M-A$7.14M-A$5.69M-A$4.50M
Net income-A$8.25M-A$8.25M-A$4.10M-A$9.52M-A$4.64M
Free cash flow-A$47.4M-A$47.4M-A$25.8M-A$2.67M-A$2.35M
Capital expenditureA$65.0MA$65.0MA$43.5MA$15.6MA$6.95M
Total debtn/aA$1.88MA$68,000A$63,000A$16,000

Quarterly statements and history in the cockpit →

Bannerman Energy competitor charts

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.

Performance: 6-month against 1-month return

-50%0%+50%-40%-20%0%5726600714MNO300936002225SBCLARU301026S20IMFA5009603045CXOMARISGMLBMN.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Bannerman Energy is the large dot.

Fundamentals: return on equity against price-to-book

-50%-25%0%25%00×50×100×5726600714MNO300936002225ISOSBCLARULMCU301026S20IMFA5009600231603045CXOMARISGMLBMN.AXReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Bannerman Energy is the large dot.

Capital: ROE delivered against the ROE the price implies

-50%-25%0%25%50%-50%0%50%5726600714MNO300936002225ISOARU301026S20IMFA5009600231603045CXOSGMLBMN.AXROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Bannerman Energy is the large dot.

Bannerman Energy competitors and peer comparison

How Bannerman Energy compares with its peers

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.

Bannerman Energy against its 20 peers (data as of 6 Nov 2026)
MeasureBMN.AXPeer medianRank in peer set
1-month return+3.0%-14.6%highest of 20
6-month return-14.9%-29.6%5th highest of 20
Return on equity-3.6%0.7%9th lowest of 20
Price / book2.69×1.99×7th most expensive of 20
ROE the price implies28.8%22.8%9th most demanding of 20
ROE delivered-3.6%0.6%8th lowest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Bannerman Energy BMN.AXAustralia$578M-15%n/a-4%2.69×28.8%-3.6%
OSAKA Titanium Technologies 5726.TJapan$584M-18%-8%7%1.70×14.8%7.3%
Qinghai Jinrui Mineral Development 600714.SSChina$593M-38%-6%3%5.01×48.9%3.1%
Meridian Mining MNO.TOCanada$598M-8%n/a-38%5.78×44.1%-38.1%
Changzhou Zhongying Science & Technology 300936.SZChina$556M-32%+15%1%3.69×33.2%0.6%
Puyang Refractories 002225.SZChina$550M-28%+2%1%0.91×8.0%0.9%
IsoEnergy ISO.TOCanada$549M-30%n/a-3%1.42×10.7%-2.7%
Shivalik Bimetal Controls SBCL.NSIndia$609M+61%+19%22%11.94×158.4%n/a
Arafura Rare Earths ARU.AXAustralia$610M-56%n/a-8%0.92×13.0%-8.3%
Lumina Metals LMCU.TOCanada$544M-33%n/a-50%2.22×37.7%n/a
Hootech 301026.SZChina$541M-27%+121%14%2.07×24.0%14.5%
Straits Trading S20.SISingapore$541M-14%+30%-17%0.55×4.6%-16.6%
Abenojar Tungsten ABT.LUnited Kingdom$619Mn/an/an/an/an/an/a
Indian Metals & Ferro Alloys IMFA.NSIndia$633M-25%+32%21%1.99×29.5%20.8%
Gloria Material Technology 5009.TWOTaiwan$527M-15%+3%8%0.95×3.5%7.9%
Lingyuan Iron & Steel 600231.SSChina$642M-31%-3%-60%1.61×13.8%-59.6%
Fuda New Material 603045.SSChina$645M-31%+63%33%3.21×38.8%33.5%
Core Lithium CXO.AXAustralia$516M-35%n/a-9%1.98×22.8%-8.5%
Marimaca Copper MARI.TOCanada$652M-18%n/a-16%2.46×14.1%-16.4%
Guangdong Mingzhu 600382.SSChina$512M-36%-6%1%1.15×7.3%1.3%
Sigma Lithium SGMLUnited States$655M-73%-14%-32%7.94×47.3%-31.8%

Questions

Which companies are Bannerman Energy's closest peers?
The cockpit's peer set: OSAKA Titanium Technologies (5726.T), Qinghai Jinrui Mineral Development (600714.SS), Meridian Mining (MNO.TO), Changzhou Zhongying Science & Technology (300936.SZ), Puyang Refractories (002225.SZ), IsoEnergy (ISO.TO), Shivalik Bimetal Controls (SBCL.NS), Arafura Rare Earths (ARU.AX).
Is Bannerman Energy expensive compared with its peers?
On price / book it trades at 2.69× against a peer median of 1.99×, 7th most expensive of 20 in its peer set. The share price implies a return on equity of about 28.8%; Bannerman Energy delivers -3.6%, so the price asks more than the business earns today.
How has Bannerman Energy stock performed?
Over six months to 6 Nov 2026 the shares returned -14.9% against -29.6% for the median peer; over one year +15.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.