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Bapcor Limited (BAP) Fair Value & Analysis

Consumer Cyclical · AU · Market cap A$283M

BL Bapcor Limited BAP · AU
PriceA$0.4100
Fair ValueA$2.63
Upside+541.5%
Quality95/100
Evidence: Low Range A$1.23 – A$3.71

Fair value as of: Jun 24, 2026

From 26 valuation models · updated 5 days ago

Fair value updated Jun 24, 2026 — revised from A$1.83 to A$2.63 (+43.7%) since Jun 23, 2026. Share price +5.0% over the past month.

Price vs Fair Value (12 months)

A$5.03 A$0.3514 Fair Value A$2.63 Jun 2025 Jun 2026

12‑month range A$0.3514 – A$5.03 · fair‑value band A$1.23 – A$3.71 · the A$0.4100 price screens below the A$2.63 fair value. As of Jun 24, 2026.

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Analysis

Bapcor Limited (BAP) currently trades at A$0.4100, while our model-based Fair Value estimate is A$2.63 — implying the stock looks roughly 541.5% undervalued today. We read business quality at 95/100 (high quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low) — always confirm before acting.

Over the trailing twelve months, Bapcor Limited generated revenue of A$1.9B at a net margin of -6.0%. Revenue declined 3.9% year over year. It earns a return on equity of -14.1%. Net debt stands at A$584M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) A$1.9B
Revenue growth (YoY) -3.9%
Net margin -6.0%
Return on equity -14.1%
Free cash flow A$98.5M FY2025
Operating margin 1.6%
More key figures
EPS (TTM) A$-0.2500
Dividend yield 13.1%
EPS growth (YoY) -13.1%
Net debt A$584M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Bapcor Limited, together with its subsidiaries, supplies vehicle parts, accessories, automotive equipment, and services and solutions in Australia, New Zealand, and Thailand. It operates in four segments: Bapcor Trade, Bapcor Specialist Wholesale, Bapcor Retail, and Bapcor NZ. The company offers routine service parts, including filters, brake pads, oil, and spark plugs; and breakdown parts, such as water pumps, starter motors, and alternators to independent and chain mechanic workshops under the Brake & Transmission, Burson Auto Parts, Burson Auto Parts Thailand, Precision Automotive Equipment, Precision Equipment NZ, Truck & Trailer Parts, Brookers and Brakeforce, and Blacktown Auto Spares brands. It also provides wholesale distribution and network channel areas for braking, bearings, suspension, thermal cooling, electrical, electric controls, diesel, 4WD, and batteries products under the AAD, Baxters, Autolign, JAS Oceania and New Zealand, Bearing Wholesalers, Diesel Distributors …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bapcor Limited reported revenue of A$2.0B in FY2025 versus A$1.8B in FY2021, a compound +2.9%/yr. Reported net income was A$28.1M in FY2025, compounding −30.2%/yr from FY2021.

Revenue +2.9%/yr
FY21 A$1.8B
FY22 A$1.8B
FY23 A$2.0B
FY24 A$2.0B
FY25 A$2.0B
Net income −30.2%/yr
FY21 A$119M
FY22 A$126M
FY23 A$106M
FY24 −A$158M
FY25 A$28.1M

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6 more Specialty Retail stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

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Williams-Sonoma, Inc WSM $204.98 $115.47 -44%
Ulta Beauty, Inc U1LT34 R$120.20 R$94.67 -21%
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Frequently asked questions

Is Bapcor Limited (BAP) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$2.63 versus a price of A$0.4100 — about +541% (undervalued). Model-based estimate, not financial advice.
What is the fair value of BAP?
Our 21-model fair value for Bapcor Limited is A$2.63 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$0.4100.
What is the quality score of BAP?
Bapcor Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Bapcor Limited (BAP)?
Bapcor Limited reported trailing-twelve-month revenue of about A$1.9B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of BAP?
The net profit margin of Bapcor Limited is about -6.0%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does Bapcor Limited pay a dividend?
Bapcor Limited currently shows a dividend yield of about 13.10% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.