Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BCF.JO
Strong BuyFull HouseREMOVEBowler Metcalf Limited · Consumer Cyclical · South Africa · $61M · Avg Vol: $10K/d
Small-cap consumer packaging firm with limited visibility into thematic tailwinds. The macro backdrop for South African consumer cyclicals is currently challenged.
COMPANY DESCRIPTION
Bowler Metcalf Limited manufactures and sells rigid plastic packaging in South Africa. The company operates through the Plastic Packaging and Property Investment segments. It also invests in properties for letting to the manufacturing industry.
FINANCIAL SUMMARY (ZAR)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 673.1M | 717.0M | 860.9M | 945.9M | 12.0% | 991.5M |
| EPS (ZAc) | 127.31 | 116.25 | 99.00 | 156.05 | 177.74 | 8.7% | 193.51 |
| Shares | — | 70.3M | 68.8M | 68.8M | 68.4M | -2.8% | 68.5M |
| Debt | — | 4.5M | 3.0M | 0 | 10.3M | 31.6% | 7.0M |
| Equity | — | 704.4M | 728.2M | 801.9M | 875.8M | 7.5% | — |
| Op CF | — | -67.6M | 85.4M | 100.2M | 117.7M | 17.4% | 264.1M |
| Inv CF | — | 17.8M | -39.5M | -79.2M | -99.9M | — | — |
| Fin CF | — | -17.5M | -18.9M | -3.2M | -7.1M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of BCF.JO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BCF.JO | Bowler Metcalf Limited(you) | $61M | 99 | Strong Buy |
| TPC.JO | Transpaco Limited | $71M | 100 | Strong Buy |
| NPK.JO | Nampak Limited | $235M | 89 | Strong Buy |
| MPT.JO | Mpact Limited | $153M | 78 | Buy |
| MTA.JO | Metair Investments Limited | $60M | 83 | Strong Buy |
| CMH.JO | Combined Motor Holdings Limited | $161M | 99 | Strong Buy |
| KAL.JO | KAL Group Limited | $216M | 98 | Strong Buy |
| SUR.JO | Spur Corporation Ltd | $222M | 95 | Strong Buy |
| LEW.JO | Lewis Group Limited | $271M | 97 | Strong Buy |
| CSB.JO | Cashbuild Limited | $147M | 83 | Strong Buy |
Peer medians: ROE 17.2% · P/E 8.0x · Gross margin 39.7%