` BXB (Brambles Ltd) vs S&P/ASX 300 Comparison - Alpha Spread

BXB
vs
S&P/ASX 300

Over the past 12 months, BXB has significantly outperformed S&P/ASX 300, delivering a return of 52% compared to the S&P/ASX 300's 7% growth.

Stocks Performance
BXB vs S&P/ASX 300

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Performance Gap
BXB vs S&P/ASX 300

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BXB
S&P/ASX 300
Difference

Performance By Year
BXB vs S&P/ASX 300

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BXB
S&P/ASX 300
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Competitors Performance
Brambles Ltd vs Peers

S&P/ASX 300
BXB
CTAS
CPRT
RBA
SPIE
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Brambles Ltd
Glance View

Economic Moat
None
Market Cap
30.5B AUD
Industry
Commercial Services & Supplies

Brambles Ltd., an often underappreciated giant within the global logistics and supply chain arena, has cemented its place with an innovative twist on an age-old service — pooling and managing reusable pallets and containers. Rooted deeply in the world of supply chain dynamics, Brambles operates predominantly through its CHEP brand, which has become synonymous with pallet pooling. This business model involves renting out millions of standard-sized pallets to manufacturers and retailers, helping them transport goods more efficiently. Clients, ranging from small businesses to multinational corporations, leverage CHEP's extensive network, thus avoiding the colossal costs tied to buying, maintaining, and repairing pallets themselves. The real genius of Brambles' business lies in its model of circularity, which not only ensures a steady stream of revenue but also promotes sustainability — a pressing concern in today’s business landscape. Companies pay Brambles for the privilege of using its pallets repeatedly, essentially a lease arrangement, rather than owning them outright. This service model allows Brambles to capitalize on scale, as the pallets are continuously cycled through the supply chain, maximizing their utility and lifespan. By optimizing pallet usage and reducing waste, Brambles crafts a clear value proposition that aligns with modern corporate social responsibility ideals, turning its logistics solutions not merely into a service, but into a sustainable, profitable venture that underscores the company’s resilience and forward-thinking ethos.

BXB Intrinsic Value
20.54 AUD
Overvaluation 7%
Intrinsic Value
Price
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