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Companies Financials BFG.AX
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BFG.AX ASX Investment Banking & Brokerage Services

Bfg.Ax

A$1,37
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AUD
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Mcap
P/E
EV / Rev
Div yield
10,05 %
Op margin
18,0 %
ROE
14,1 %
Net margin
12,0 %
Debt / equity
2,62
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

BFG.AX operates in the investment banking and brokerage services sector, generating revenue primarily through financial advisory, asset management, and brokerage services.

Business. BFG.AX operates in the investment banking and brokerage services sector, generating revenue primarily through financial advisory, asset management, and brokerage services.

Classification92 %
SectorFinancials
Business sectorBanking & Investment Services
IndustryInvestment Banking & Brokerage Services
ActivityBanking & Investment Services
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
14,1 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning BFG.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to BFG.AX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    BFG.AX operates in the investment banking and brokerage services sector, generating revenue primarily through financial advisory, asset management, and brokerage services.

    Classification92 %
    SectorFinancials
    Business sectorBanking & Investment Services
    IndustryInvestment Banking & Brokerage Services
    ActivityBanking & Investment Services
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a debt-to-equity ratio of 2.62, indicating a relatively high reliance on debt financing. Liquidity is assessed as medium, with free cash flow of 24.54 million AUD and operating cash flow of 79.37 million AUD, but net cash is negative after subtracting total debt. This suggests the company may face challenges in meeting short-term obligations without additional financing.

    Profitability metrics show a return on equity (ROE) of 14.13% and a return on assets (ROA) of 3.21%, which are key indicators of financial performance in the investment banking sector. These figures suggest the company is generating reasonable returns relative to its equity base but may be underperforming in asset utilization compared to industry benchmarks.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to market-specific risks and limits the ability to offset losses in one area with gains in another.

    Growth trajectory appears modest, with revenue of 299.18 million AUD in the latest period. Analysts have estimated a mean revenue of 295.80 million AUD, slightly below the actual figure, suggesting a potential slowdown in growth. The company's capital expenditure is minimal at -225,000 AUD, indicating a focus on cost control rather than expansion.

    Risk factors include medium liquidity risk and low dilution potential. The company's net cash position is negative after accounting for total debt, which could impact its ability to fund operations without external financing. No significant dilution sources are identified, and the probability of near-term dilution is low.

    Recent events include the publication of the latest financial results, which show a net income of 36.01 million AUD and an operating income of 53.87 million AUD. Analysts have provided a consistent price target of 2.40 AUD, with a mean EPS estimate of 0.12 AUD, slightly above the last actual EPS of 0.11 AUD.

    Key takeaways
    • The company has a high debt-to-equity ratio of 2.62, indicating a significant reliance on debt financing.
    • Return on equity is 14.13%, suggesting strong profitability relative to equity but with room for improvement in asset utilization.
    • Revenue is concentrated in a single business segment, increasing exposure to market-specific risks.
    • Analysts have provided a consistent price target of 2.40 AUD, with a mean EPS estimate of 0.12 AUD.
    • Liquidity is assessed as medium, with free cash flow of 24.54 million AUD and operating cash flow of 79.37 million AUD.
    • The company's capital expenditure is minimal, indicating a focus on cost control rather than expansion.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    A$1,37
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    A$254.8M
    Net cash
    -A$666.9M
    Current ratio
    Debt / equity
    2.6
    ROA
    3.2%
    ROE
    14.1%
    Cash conversion
    220.0%
    CapEx / revenue
    -0.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,12
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,12
    Revenueno estimateno estimate295,8M AUD
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in AUD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    12-month price targetA$2,40 · Median A$2,40
    Low A$2,40High A$2,40
    EPS surprise
    −6,6 %
    reported vs consensus · miss
    Revenue surprise
    +1,1 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowA$2,40
    MeanA$2,40
    MedianA$2,40
    HighA$2,40
    SpotA$1,37
    +75.2 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin18,0 %Below median
    Net Margin12,0 %Below median
    ROE14,1 %Best in class
    Capex / Rev-0,1 %Above P75
    D/E2,62Bottom quartile
    Cash Conv2,20Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • BFG.AX Market data — financials · 2026-05-27
    • Bell Financial Group Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    BFG.AXCanonical
    ASX · AUD

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage