Financial Stocks: Is Now The Time To Buy CBG Capital Limited (ASX:CBC)?

CBG Capital Limited (ASX:CBC), a AU$22.06M small-cap, is a capital market firm operating in an industry, which now face the choice of either being disintermediated or proactively disrupting their own business models to thrive in the future. Financial services analysts are forecasting for the entire industry, a somewhat weaker growth of 6.14% in the upcoming year , and a whopping growth of 30.59% over the next couple of years. This rate is larger than the growth rate of the Australian stock market as a whole. Below, I will examine the sector growth prospects, and also determine whether CBG Capital is a laggard or leader relative to its financial sector peers. Check out our latest analysis for CBG Capital

What’s the catalyst for CBG Capital’s sector growth?

ASX:CBC Past Future Earnings Feb 24th 18
ASX:CBC Past Future Earnings Feb 24th 18

The threat of disintermediation in the capital markets industry is both real and imminent, taking profits away from traditional incumbent financial institutions. In the past year, the industry delivered growth in the teens, beating the Australian market growth of 6.91%. CBG Capital leads the pack with its impressive earnings growth of over 100% last year. This proven growth may make CBG Capital a more expensive stock relative to its peers.

Is CBG Capital and the sector relatively cheap?

ASX:CBC PE PEG Gauge Feb 24th 18
ASX:CBC PE PEG Gauge Feb 24th 18

The capital markets industry is trading at a PE ratio of 21.31x, relatively similar to the rest of the Australian stock market PE of 17.36x. This means the industry, on average, is fairly valued compared to the wider market – minimal expected gains and losses from mispricing here. However, the industry returned a lower 7.28% compared to the market’s 11.38%, potentially indicative of past headwinds. On the stock-level, CBG Capital is trading at a PE ratio of 23.46x, which is relatively in-line with the average capital markets stock. In terms of returns, CBG Capital generated 3.84% in the past year, which is 3.44% below the capital markets sector.

Next Steps:

CBG Capital recently delivered an industry-beating growth rate in earnings, which is a positive for shareholders, and the stock is currently trading in-line with its peers. If the stock has been on your watchlist for a while, now may be the time to buy. If you like its proven ability to generate growth, you’ll be paying a fair value for the company. However, if you’re hoping to gain from an undervalued mispricing, this is probably not the best opportunity. However, before you make a decision on the stock, I suggest you look at CBG Capital’s fundamentals in order to build a holistic investment thesis.


To help readers see pass the short term volatility of the financial market, we aim to bring you a long-term focused research analysis purely driven by fundamental data. Note that our analysis does not factor in the latest price sensitive company announcements.

The author is an independent contributor and at the time of publication had no position in the stocks mentioned.