Brambles Limited (BXBLY) Stock Evaluation

Brambles Limited is an Australian multinational logistics company, recognized globally for its expertise in supply chain solutions. The company specializes in the pooling and management of unit-load equipment, including pallets, crates, and containers, primarily through its CHEP brand. Operating in over 60 countries, Brambles leverages its circular business model to promote sustainability by sharing, repairing, and reusing assets, minimizing environmental impact while enhancing supply chain efficiency. Founded in 1875 and headquartered in Sydney, Australia, Brambles continues to advance global supply networks through innovation, resilience, and regenerative growth.

Decision

We have decided not to invest into Brambles, despite consistent growth, profit generation and strong ESG performance, due to a steep overvaluation.