BFG.AX

Strong BuyFull HouseAI screen pass

Bell Financial Group Limited · Financial Services · Australia · $328M

AUD 1.43 +0.7% · close 5 Oct · scored 3 Oct

Full House: Strong business, sensible price, market agrees. The rare full house.

95
StockRank
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Quality
70
Value
63
Momentum
66

Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →

P/E (TTM)
9.5x
peers 16.3x
ROE
19.6%
peers 8.4%
D/E
0.2x
peers 0.1x
Dividend %
8.1%
trailing yield
AI screening note

Passes the 50-leg test for Q/V/M and benefits from significantly rising EPS consensus. High-moat financial service providers are currently resilient.

ABOUT BELL FINANCIAL GROUP LIMITED

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Bell Financial Group Limited is a prominent Australian financial services company offering a comprehensive suite of retail and institutional broking, corporate finance, and wealth management services. The group benefits from a strong brand reputation, extensive client relationships, and deep expertise within the Australian financial markets. Its competitive moat is built on a high-touch service model and a loyal client base, particularly among high-net-worth individuals and institutional investors.

FINANCIAL SUMMARY (AUD)

Year20212022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue—219.4M220.5M245.5M268.9M7.0%322.4M285.2M280.6M2.2%
EPS (AUD)0.140.080.080.100.11-5.0%0.150.150.1620.8%
Shares—320.7M320.7M320.7M320.7M0.0%320.7M———
Debt—557.5M615.2M644.2M666.9M6.2%————
Equity—235.4M235.4M240.9M254.8M2.7%————
Op CF—7.1M-51.1M-2.1M79.4M124.1%100.6M———
Inv CF—-6.0M-3.9M2.2M-2.3M—————
Fin CF—-64.6M-17.5M-39.6M-20.2M—————
Loading 1Y...
PRICE (1Y) · AUD-5.3%
1.401.431.451.481.5124 Aug15 Sep5 Oct
SMA 50SMA 200

Price checkExperimental
SwingsCalm

Calmer than 73% of stocks we rank over the past year (29% a year).

How this is worked out

What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.

What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.

Calm is not safe: a calm stock can still slide steadily.

Rules fixed before any data was fetched. Describes the chart, not a recommendation.

Close
AUD 1.43
RSI (14)
43.2
52-Week Range-8.1% from high
Low AUD 1.07High AUD 1.56

SCORE BREAKDOWN

Quality
70
ROIC (ROA)
3.8%*68.1
ROE
19.6%83.0
GP/Assets
27.7%89.8
Op. Margin
20.2%36.7
FCF/Assets
n/mN/A
Piotroski
693.8
Int. Cover
—N/A
D/E Ratio
0.22x61.8
Current Ratio
1.13x34.4
Value
63
P/E (TTM)
9.5x68.0
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
1.8x29.0
P/S
1.4x82.5
Div Yield
8.1%82.0
Momentum
66
52W High %
92%64.7
RS 6M
17%86.3
SMA 50/200
1.09x72.2
EPS Rev 4W
-3.2%13.0
EPS Rev 12W
+16.2%97.0
EPS Improve
+10%35.1
Q Growth
132%88.0

FUNDAMENTALS

Market Cap
$328M
P/E (Forward)
8.6x
Gross Margin
91.4%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BFG.AX are excluded.

TickerCompanyMkt CapStockRankSignal
BFG.AXBell Financial Group Limited(you)$328M95Strong Buy
COG.AXCOG Financial Services Limited$267M73Buy
PPS.AXPraemium Limited$193M57Hold
OFX.AXOFX Group Limited$106M58Hold
SOL.AXWashington H. Soul Pattinson and Company Limited$13.1B81Strong Buy
CPU.AXComputershare Limited$14.7B74Buy
ALI.AXArgo Global Listed Infrastructure Limited$330M91Strong Buy
RG1.AXRegal Partners Global Investments Limited$432M95Strong Buy
MQGPD.AXMacquarie Group Limited$23.5B72Buy
HUB.AXHUB24 Limited$3.9B33Sell

Peer medians: ROE 8.4% · P/E 16.3x · Gross margin 93.8%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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Bell Financial Group Limited (BFG.AX): Stock Score Summary

Bell Financial Group Limited (BFG.AX) has a MoatMap StockRank of 95/100 based on Quality (70/100), Value (63/100), and Momentum (66/100) factor scores. The current signal is STRONG BUY. Passes the 50-leg test for Q/V/M and benefits from significantly rising EPS consensus. High-moat financial service providers are currently resilient.

Bell Financial Group Limited is a prominent Australian financial services company offering a comprehensive suite of retail and institutional broking, corporate finance, and wealth management services. The group benefits from a strong brand reputation, extensive client relationships, and deep expertise within the Australian financial markets. Its competitive moat is built on a high-touch service model and a loyal client base, particularly among high-net-worth individuals and institutional investors.

Key Financial Metrics

PriceAUD 1.43
Market Cap$328M
P/E (TTM)9.47
P/E (Forward)8.61
Price/Book1.78
Return on Equity19.6%
Debt/Equity0.22x
Gross Margin91.4%
Operating Margin20.2%
Revenue Growth40.2%
Dividend Yield8.1%

Bell Financial Group Limited operates in the Capital Markets industry, part of the Financial Services sector (Australia).

Frequently Asked Questions

What is Bell Financial Group Limited’s (BFG.AX) StockRank?
MoatMap’s StockRank for Bell Financial Group Limited (BFG.AX) is 95/100, with a Strong Buy signal. It is a composite of Quality (70), Value (63), and Momentum (66) factor ranks across MoatMap’s universe of 24,000+ stocks.
Does Bell Financial Group Limited have an economic moat?
Bell Financial Group Limited (BFG.AX) has a Quality factor score of 70/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Bell Financial Group Limited a buy, hold, or sell?
MoatMap’s current signal for Bell Financial Group Limited (BFG.AX) is Strong Buy, based on a StockRank of 95/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Bell Financial Group Limited in?
Bell Financial Group Limited (BFG.AX) operates in the Financial Services sector, specifically the Capital Markets industry (Australia).