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Baumart Holdings (BMH) Fair Value & Analysis

Basic Materials · AU · Market cap A$2.1M

BH Baumart Holdings BMH · AU
PriceA$0.0100
Fair ValueA$0.0127
Upside+27.0%
Quality41/100
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Weak Growth
Thin margins · 0.0% net margin
negative free cash flow
Trails peers (2/9)
Narrow moat 14/100
Evidence: Low Range A$0.0126 – A$0.0127 Share as image

Fair value as of: Jul 11, 2026

From 1 valuation models · updated 30 days ago

Fair value updated Jul 11, 2026, revised from A$0.0060 to A$0.0127 (+111.5%) since Jun 26, 2026. Share price −23.1% over the past month.

Below-average quality, screening 27% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (A$0.0126). The market is more pessimistic than our downside scenario.
  • The models converge in a tight band (A$0.0126 to A$0.0127), unusually little disagreement for a valuation.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
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Price vs Fair Value (5 years)

A$0.2000 A$0.0060 Fair Value A$0.0127 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range A$0.0060 – A$0.2000 · fair‑value band A$0.0126 – A$0.0127 · the A$0.0100 price screens below the A$0.0127 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

Baumart Holdings (BMH) currently trades at A$0.0100, while our model-based Fair Value estimate is A$0.0127, implying the stock looks roughly 27.0% undervalued today. The Quality Score stands at 41/100 (below-average quality), in the Basic Materials 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.

Trailing-twelve-month revenue stands at A$89.8K. Fundamentals as of Jul 11, 2026

Our scenario range runs from A$0.0126 (bear case) to A$0.0127 (bull case); at A$0.0100, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 9% below its 52-week high and 67% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -59% fair-value upside, at 27%, BMH screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
EV/EBITDA A$0.0100 A$0.0100 A$0.0100 54
All 1 models by family
Multiples
EV/EBITDA A$0.0100 A$0.0100 A$0.0100 54

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Key figures & financial health

Revenue (TTM) A$89.8K
Revenue growth (YoY) +320%
Return on equity -59,996%
Free cash flow −A$379K FY2025
Operating margin -7.5%
EPS (TTM) A$-0.0100
More key figures
EPS growth (YoY) +1.3%
Net debt A$652K FY2025

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 41/100

Of which business quality 40 · Market factors (momentum, volatility) 62

Profitability 1
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 33
Earnings quality: real cash, not paper profit
Fin. Strength 34
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 97
Price trend over the last 3–12 months (market factor)
52W Momentum 17
Distance to the 52-week high (market factor)
Net Issuance 74
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Baumart Holdings Limited, together with its subsidiaries, procures and supplies building products and materials for the residential and commercial property construction markets in Australia. The company operates through Building Materials Supply and Source & Procurement Supply segments.

Full company description

Baumart Holdings Limited, together with its subsidiaries, procures and supplies building products and materials for the residential and commercial property construction markets in Australia. The company operates through Building Materials Supply and Source & Procurement Supply segments. It also offers sourcing, procurement, and supply chain services; and other managed services. In addition, the company supplies and distributes industrial products, including the Washpod machine. The company was incorporated in 2014 and is based in Carlisle, Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Baumart Holdings reported revenue of A$35.2K in FY2025 versus A$562K in FY2021, a compound −50.0%/yr. Reported net income was −A$123K in FY2025.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
A$35.2K
Latest YoY
−92.8%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−61.7%
Avg. growth/yr (10Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−21.7%
Revenue −50.0%/yr
FY21 A$562K
FY22 A$214K
FY23 A$1.5M
FY24 A$487K
FY25 A$35.2K
Net income
FY21 A$3.3M
FY22 A$351K
FY23 A$324K
FY24 −A$4.7M
FY25 −A$123K

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Cite: Fair Value Calculator (2026). "Baumart Holdings Fair Value". https://www.fairvalue-calculator.com/stock/BMH

Peer Group

Building Materials · 253 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 41 · Bottom 25%
Fair Value upside +0% · Above median
Return on assets 1% · Below median
Net margin (TTM) 0% · Below median
Operating margin (TTM) -8% · Bottom 25%
Revenue growth 320% · Top 25%

Valuation Multiples vs Building Materials median · lower = cheaper

P/B 2.83× · Pricier than 75% of peers
P/S (TTM) 16.66× · Pricier than 75% of peers
EV/EBITDA 18.6× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 33 · sector 27
FUTURE 100 · sector 2
PAST 0 · sector 15
HEALTH 0 · sector 92
DIVIDEND 0 · sector 42

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Building Materials stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
CRH plc CRH $102.92 $70.57 -31%
UltraTech Cement Limited ULTRACEMCO ₹11,711 ₹4,719 -60%
China Jushi Co 600176 ¥54.52 ¥13.95 -74%
Grasim Industries Limited GRASIM ₹3,073 ₹1,245 -59%
CEMEX, S.A. CEMEXCPO 21.71 MXN 15.42 MXN -29%
Anhui Conch Cement Company 600585 ¥16.99 ¥26.14 +54%
Ambuja Cements Limited AMBUJACEM ₹435.25 ₹227.96 -48%
Shree Cement Limited SHREECEM ₹26,930 ₹8,215 -69%
TCC Group 1101B 43.70 TWD 10.48 TWD -76%
Taiwan Glass Ind. Corp 1802 53.30 TWD 13.98 TWD -74%

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Frequently asked questions

Is Baumart Holdings (BMH) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of A$0.0127 versus a price of A$0.0100, about +27% (undervalued).
What is the fair value of BMH?
Our model-based fair value for Baumart Holdings is A$0.0127 (as of Jul 11, 2026), built from audited fundamentals. The current price is A$0.0100.
What is the quality score of BMH?
Baumart Holdings has a Quality Score of 41/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Baumart Holdings (BMH)?
Baumart Holdings reported trailing-twelve-month revenue of about A$89.8K (latest available figure, as of Jul 11, 2026).
What is the net profit margin of BMH?
The net profit margin of Baumart Holdings is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

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.

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