BFG · ASX

Bell Financial Group Limited (ASX:BFG)

AU$1.36

 -0.01 (-0.73%)
ASX:Live
21/02/2025 04:10:56 PM
Quality Yield HALO Yield HALO Ords GROWTH AUS All-Consensus +1
Consensus Score
/10
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BFG Overview

BFG Health Scores

Short Term

Mean Reversion

Neutral

Trend

Neutral

Event

Neutral

Halo Model

MQV

Very Strong

GARP

Very Strong

MQV Small

Neutral

Valuation

Value

Consensus

Momentum

Price

Neutral

Earnings

Very Strong

Growth

Earnings

Strong

Dividends

Weak

Quality

Capital Efficiency

Weak

Balance Sheet

Very Strong

About BFG

Website

Bell Financial Group Limited

Telephone

61.3.9256.8700

Address

Level 29 101 Collins Street Melbourne, Victoria (VIC) 3000

Description

Bell Financial Group Ltd. engages in the provision of stockbroking, investment, and financial advisory services. It operates through the following segments: Technology and Platforms; Products and Services; Retail; and Institutional. The Technology and Platforms segment includes proprietary technology and platforms including online broking. The Products and Services segment focuses on margin lending, cash, portfolio administration, and superannuation solutions products and services. The Retail segment is involved in traditional retail client broking. The Institutional segment offers traditional wholesale client broking. The company was founded by Colin Morton Bell in 1970 and is headquartered in Melbourne, Australia.

BFG Price Chart

Key Stats

Market Cap

AU$439.42M

PE

12.50

EV/EBITDA

5.1

Dividends Overview

DIV Yield

5.8%

Franking

100%

Ex Dividend Date (est.)

03-Mar-25

Market Data

52 weeks range

Low 1.21 - 1.5

Trade Value (12mth)

AU$34,054.00

1 week

-1.08%

1 month

1.11%

YTD

1.86%

1 year

0%

All time high

2.41

Key Fundamentals

EPS 3 yr Growth

-30.00%

EBITDA Margin

28.20%

Operating Cashflow

-$2m

Free Cash Flow Return

-0.20%

ROIC

3.50%

Interest Coverage

3.30

Quick Ratio

0.00

Other Data

Shares on Issue (Fully Dilluted)

321m

HALO Sector

Other Finance

Next Company Report Date

18-Feb-26

Ex Dividend Date (est.)

03-Mar-25

Next Dividend Pay Date (est.)

19-Mar-25

Reporting Currency

AUD

Short Sell (% of issue)

0.00

BFG Announcements

Latest Announcements

Date Announcements

20 February 25

SWF: Update in relation to competing acquisition proposals

×

SWF: Update in relation to competing acquisition proposals

20 February 25

SWF: Bell Scheme Booklet registered by ASIC

×

SWF: Bell Scheme Booklet registered by ASIC

18 February 25

BFG 2024 Annual Report and Appendix 4E

×

BFG 2024 Annual Report and Appendix 4E

18 February 25

BFG 2024 Corporate Governance Statement and Appendix 4G

×

BFG 2024 Corporate Governance Statement and Appendix 4G

18 February 25

Dividend/Distribution - BFG

×

Dividend/Distribution - BFG

18 February 25

BFG 2024 Full Year Results Presentation

×

BFG 2024 Full Year Results Presentation

03 February 25

SWF: Determination of Bell Share Consideration Amount

×

SWF: Determination of Bell Share Consideration Amount

03 February 25

Selfwealth acquisition - update on scrip consideration

×

Selfwealth acquisition - update on scrip consideration

22 January 25

BFG grows online broking after agreement with Macquarie

×

BFG grows online broking after agreement with Macquarie

16 January 25

BFG unaudited full year profit after tax $30.7m, up 26%

×

BFG unaudited full year profit after tax $30.7m, up 26%

13 December 24

Change of Director's Interest Notice

×

Change of Director's Interest Notice

10 December 24

Notification regarding unquoted securities - BFG

×

Notification regarding unquoted securities - BFG

27 November 24

SWF: Letter to Shareholders re Bell Financial Group offer

×

SWF: Letter to Shareholders re Bell Financial Group offer

25 November 24

SWF: Revised Bell Proposal and Scheme Implementation Deed

×

SWF: Revised Bell Proposal and Scheme Implementation Deed

25 November 24

BFG and Selfwealth enter into Scheme Implementation Deed

×

BFG and Selfwealth enter into Scheme Implementation Deed

13 November 24

SWF: Non-binding indicative proposal from Bell Financial Grp

×

SWF: Non-binding indicative proposal from Bell Financial Grp

13 November 24

Proposal to acquire SelfWealth

×

Proposal to acquire SelfWealth

15 August 24

Dividend/Distribution - BFG

×

Dividend/Distribution - BFG

15 August 24

BFG Half-Year Results Announcement

×

BFG Half-Year Results Announcement

15 August 24

BFG Half-Year Media Release

×

BFG Half-Year Media Release

10 July 24

BFG expects 1H profit before tax of approx. $23.8m, up 47%

×

BFG expects 1H profit before tax of approx. $23.8m, up 47%

29 May 24

Bell Potter Emerging Leaders Conference 2024 - presentation

×

Bell Potter Emerging Leaders Conference 2024 - presentation

19 April 24

2024 AGM - Co-CEOs Presentation

×

2024 AGM - Co-CEOs Presentation

19 April 24

2024 AGM Results

×

2024 AGM Results

19 April 24

Q1 2024 Trading Update

×

Q1 2024 Trading Update

BFG Fundamentals

Per Share Records

Historical data

Forecast data

AUD 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Per Share, Growth & Valuations
EPS (Basic) $ Lock Lock Lock Lock 0.08 0.08 0.10 Lock Lock Lock
EPS (Fully Diluted) $ Lock Lock Lock Lock 0.08 0.08 0.10 Lock Lock Lock
     Growth % Lock Lock Lock Lock -41.6 -5.1 26.3 Lock Lock Lock
     PE X Lock Lock Lock Lock N/A 14.3 12.5 Lock Lock Lock
     EV/EBITDA X Lock Lock Lock Lock N/A 11.0 5.1 Lock Lock Lock
CFPS $ Lock Lock Lock Lock 0.13 0.12 0.14 Lock Lock Lock
FCFPS $ Lock Lock Lock Lock -0.07 -0.24 -0.09 Lock Lock Lock
     Growth % Lock Lock Lock Lock -29.5 -7.5 19.1 Lock Lock Lock
     Yield % Lock Lock Lock Lock -7.1 -17.7 -6.6 Lock Lock Lock
DPS $ Lock Lock Lock Lock 0.07 0.07 0.08 Lock Lock Lock
     Growth % Lock Lock Lock Lock -36.4 0.0 14.3 Lock Lock Lock
     Yield % Lock Lock Lock Lock N/A 4.9 5.8 Lock Lock Lock
     Payout Ratio % Lock Lock Lock Lock 87 92 83 Lock Lock Lock
BPS $ Lock Lock Lock Lock 0.73 0.73 0.75 Lock Lock Lock
BPS (Tangible) $ Lock Lock Lock Lock 0.28 0.28 0.30 Lock Lock Lock
     Growth % Lock Lock Lock Lock -4.6 -0.0 6.2 Lock Lock Lock
Shares Outstanding
Diluted m Lock Lock Lock Lock 319 319 319 Lock Lock Lock
Basic m Lock Lock Lock Lock 319 319 319 Lock Lock Lock

Financial Records

Historical data

Forecast data

AUD 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Income Statement
Sales $m Lock Lock Lock Lock 241 249 279 Lock Lock Lock
     Growth % Lock Lock Lock Lock -17.6 3.0 12.2 Lock Lock Lock
Selling & General Expenses $m Lock Lock Lock Lock 30 27 28 Lock Lock Lock
Gross Income $m Lock Lock Lock Lock 231 238 268 Lock Lock Lock
     Growth % Lock Lock Lock Lock -18.0 3.0 12.9 Lock Lock Lock
     Margin % Lock Lock Lock Lock 95.6 95.6 96.1 Lock Lock Lock
Cost of Goods Sold to Sales % Lock Lock Lock Lock 4 4 4 Lock Lock Lock
EBITDA $m Lock Lock Lock Lock 55 65 79 Lock Lock Lock
     Growth % Lock Lock Lock Lock -29.1 16.9 22.0 Lock Lock Lock
     Margin % Lock Lock Lock Lock 22.9 26.0 28.2 Lock Lock Lock
Depreciation & Amortisation $m Lock Lock Lock Lock 11 11 11 Lock Lock Lock
EBIT $m Lock Lock Lock Lock 45 54 68 Lock Lock Lock
     Growth % Lock Lock Lock Lock -32.7 20.2 26.8 Lock Lock Lock
     Margin % Lock Lock Lock Lock 18.5 21.5 24.3 Lock Lock Lock
Pretax Income $m Lock Lock Lock Lock 37 35 44 Lock Lock Lock
Income Taxes $m Lock Lock Lock Lock 11 11 13 Lock Lock Lock
Net Income $m Lock Lock Lock Lock 26 24 31 Lock Lock Lock
     Growth % Lock Lock Lock Lock -41.8 -5.3 26.4 Lock Lock Lock
     Margin % Lock Lock Lock Lock 10.6 9.8 11.0 Lock Lock Lock
Cash Flow Statement
Net Operating Cash Flow $m Lock Lock Lock Lock 7 -51 -2 Lock Lock Lock
Capital Expenditures $m Lock Lock Lock Lock 0 1 0 Lock Lock Lock
Net Investing Cash Flow $m Lock Lock Lock Lock -6 -4 2 Lock Lock Lock
Net Financing Cash Flow $m Lock Lock Lock Lock -65 -17 -40 Lock Lock Lock
Free Cash Flow $m Lock Lock Lock Lock 7 -52 -2 Lock Lock Lock
     Growth % Lock Lock Lock Lock -92.1 -884.5 95.2 Lock Lock Lock
     Margin % Lock Lock Lock Lock 0.0 -0.2 -0.0 Lock Lock Lock
Franking Balance $m Lock Lock Lock Lock 39 39 43 Lock Lock Lock
Balance Sheet
Cash & Short-Term Investments $m Lock Lock Lock Lock 117 136 145 Lock Lock Lock
Total Assets $m Lock Lock Lock Lock 1,254 1,149 1,054 Lock Lock Lock
Long Term Debt $m Lock Lock Lock Lock 557 615 644 Lock Lock Lock
Net Debt $m Lock Lock Lock Lock 441 479 499 Lock Lock Lock
Total Liabilities $m Lock Lock Lock Lock 1,019 913 813 Lock Lock Lock
Equity $m Lock Lock Lock Lock 235 235 241 Lock Lock Lock
Invested Capital Lock Lock Lock Lock 793 850 885 Lock Lock Lock
     Growth % Lock Lock Lock Lock -4.3 7.3 4.1 Lock Lock Lock
Return Ratios
Return on Assets % Lock Lock Lock Lock 2.0 2.1 2.9 Lock Lock Lock
Return on Equity % Lock Lock Lock Lock 10.9 10.3 12.8 Lock Lock Lock
Return on Total Capital % Lock Lock Lock Lock 5.5 6.5 7.8 Lock Lock Lock
Return on Invested Capital % Lock Lock Lock Lock 3.2 3.0 3.5 Lock Lock Lock
Cash Flow Return on Invested Capital % Lock Lock Lock Lock 0.9 -6.2 -0.2 Lock Lock Lock

Ratios Records

Historical data

Forecast data

AUD 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Leverage
Interest Cover X Lock Lock Lock Lock 7.3 3.5 3.3 Lock Lock Lock
Debt to EBITDA X Lock Lock Lock Lock 8.0 7.4 6.3 Lock Lock Lock
Net Debt to Equity % Lock Lock Lock Lock 187.2 203.3 207.2 Lock Lock Lock
Liquidity
Current Ratio X Lock Lock Lock Lock 0.0 0.0 0.0 Lock Lock Lock
Quick Ratio X Lock Lock Lock Lock 0.0 0.0 0.0 Lock Lock Lock
Cash & ST Inv/Current Assets % Lock Lock Lock Lock N/A N/A N/A Lock Lock Lock
CFO/Current Liabilities % Lock Lock Lock Lock N/A N/A N/A Lock Lock Lock
Balance Sheet Efficiency
Receivables Turnover X Lock Lock Lock Lock 1.0 1.2 2.1 Lock Lock Lock
Inventory Turnover X Lock Lock Lock Lock 0.0 0.0 0.0 Lock Lock Lock
Working Capital Turnover X Lock Lock Lock Lock 0.0 0.0 0.0 Lock Lock Lock
Payables Turnover X Lock Lock Lock Lock 0.0 0.0 0.0 Lock Lock Lock
Asset Turnover X Lock Lock Lock Lock 0.2 0.2 0.3 Lock Lock Lock
Du Pont
Asset Turnover X Lock Lock Lock Lock 0.2 0.2 0.3 Lock Lock Lock
x Pretax Margin % Lock Lock Lock Lock 15.3 14.2 15.8 Lock Lock Lock
= Pretax Return on Assets % Lock Lock Lock Lock 3.0 3.1 4.2 Lock Lock Lock
x Tax Rate Complement (1-Tax Rate) % Lock Lock Lock Lock 30.6 31.2 30.1 Lock Lock Lock
Return on Assets % Lock Lock Lock Lock 2.0 2.1 2.9 Lock Lock Lock
x Equity Multiplier (Assets/Equity) % Lock Lock Lock Lock 5.3 4.9 4.4 Lock Lock Lock
Return on Equity % Lock Lock Lock Lock 10.9 10.3 12.8 Lock Lock Lock
x Earnings Retention (1-Payout) % Lock Lock Lock Lock 12.9 8.3 17.0 Lock Lock Lock
= Reinvestment Rate (%) % Lock Lock Lock Lock 1.4 0.9 2.2 Lock Lock Lock
Operating Cycle
Days of Inventory on Hand Days Lock Lock Lock Lock 0.0 0.0 0.0 Lock Lock Lock
+ Days of Sales Outstanding Days Lock Lock Lock Lock 375.1 316.0 172.8 Lock Lock Lock
Operating Cycle Days Lock Lock Lock Lock 375.1 316.0 172.8 Lock Lock Lock
- Days of Payables Outstanding Days Lock Lock Lock Lock 0.0 0.0 0.0 Lock Lock Lock
Net Operating Cycle Days Lock Lock Lock Lock 375.1 316.0 172.8 Lock Lock Lock

Dividends

Key Stats

Ex Dividend Date (est.)

03-Mar-25

DIV Yield

5.8%

Franking Level

100%

DPSg

14.30%

Quality Yield

Lock

Falling Divs over next 2

Lock

Expected Dividend Cashflow

Dividend Clarity,
Enhanced
Strategy

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Values and Recommendations

Key Stats

Consensus Score

Lock

Recommendation

Lock

EPS 1 month Change

Lock

Quality Yield

Lock

Falling Divs over next 2

Lock

Halo Consensus Score

Lock Chart

PEG Ratio

Lock Chart

Consensus EPS Revisions

Lock Chart

Short selling

Key Stats

Percent of Issue

0.00%

Value ($M)

0

Prior Change

N/A

7 Day Change

N/A

1 Month Change

N/A

3 Month Change

N/A

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BFG Shortsell

Frequently Asked Questions

The current share price of Bell Financial Group Limited (BFG:ASX) is AU$1.36.
The 52-week high share price for Bell Financial Group Limited (BFG:ASX) is AU$1.50.
The 52-week low share price for Bell Financial Group Limited (BFG:ASX)? is AU$1.21.
The current TTM dividend payout for Bell Financial Group Limited (BFG:ASX) is 5.80.
The last dividend payment of Bell Financial Group Limited (BFG:ASX) is AU$0.04.
Bell Financial Group Limited (BFG:ASX) has a franking level of 100.0%.
Bell Financial Group Limited (BFG:ASX) is classified in the Other Finance.
The current P/E ratio for Bell Financial Group Limited (BFG:ASX) is 12.50.
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HALO Technologies Pty Ltd ABN 54 623 830 866 is a Corporate Authorised Representative No 1261916 of Macrovue Pty Ltd ABN 98 600 022 679 AFSL 484264. Macrovue Pty Ltd is a wholly owned subsidiary of HALO Technologies Pty Ltd.