Broker UBS has released a bunch of new research reports this week, profiling companies across a wide spectrum of sectors.

I’ve selected three reports on companies which the broker believes will perform particularly well over the next 12 months.

Let’s see who they like.

DigiCo Infrastructure REIT (ASX: DGT)

This company is a data centre builder and operator, which has experienced a year of substantial share price swings.

The shares have traded as high as $3.07 and as low as $1.59 over the past 12 months, and are currently changing hands for $2.05.

UBS said recent highlights included DigiCo executing a 15 year contract for 71 megawatts of capacity at its SYD1 data centre with a global technology firm.

That data centre is now fully contracted, UBS said.

The broker said DigiCo’s expansion plans are fully funded, with no need to raise capital from equity.

UBS said it was also pleasing to see no change to the company’s forecast for underlying earnings this year.

UBS has a price target of $3.60 on DigiCo shares. If achieved, this would be a 76.5% upside.

Champion Iron Ltd (ASX: CIA)

UBS reduced its price target on Champion Iron shares after a weaker than expected September quarter preliminary result, but it still remains well above the current share price.

The broker said that the company’s volume recovery was good, however the net realised price for their iron ore was disappointing.

They said that the capture of premium pricing was tracking softer than expected, “driven by a combination of marketing execution, which the company controls to an extent, and elevated freight, which it largely does not, together compressing the net price realised”.

UBS added:

While management had guided premiums to build materially into Q3 to Q4 FY27, the weaker Q2 realisation has prompted us to adopt more conservative short to medium term freight assumptions, which flow through net realisation to drive our FY28/29 earnings cuts.

The broker has a price target of $3.60 on Champion Iron shares compared to $2.35 currently.

This would be a 44.7% increase if achieved.

Netwealth Group Ltd (ASX: NWL)

UBS said custodial net flows were soft for Netwealth, “reflecting ongoing budget related impacts on adviser activity combined with headwinds from higher interest rates”.

The broker said Netwealth offered compelling value at the current share price and was trading at a 43% discount to its five-year average.

UBS has a price target of $22 on Netwealth shares compared to $15.31 currently.

If achieved this would be a return of 43.6%.

The post 3 ASX shares UBS has tipped to increase 44% to 76% appeared first on The Motley Fool Australia.

More reading

• WiseTech Global vs Netwealth: Which ASX tech stock could double from here?
• This high-quality ASX 200 share could rise 60%
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• Champion Iron posts $403.9 million Q2 FY2027 revenue in preliminary results
• DigiCo Infrastructure REIT locks in major SYD1 contract and reaffirms guidance

Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The CSL Ltd (ASX: CSL) share price has been on a rollercoaster over the past year, trading as high as $221.76 and as low as $90.

The price has recovered well from those lows, and the shares are now changing hands for $193.89.

The question now is, how much are they worth into the future?

Broker says CSL shares are a good buy

Morgan Stanley has made a call on that value, which I’ll reveal shortly.

First let’s have a look at what’s driving their valuation.

The broker has called out two recent developments – agreements struck with Varm-X and Alentis for the development and commercialisation of VMX-C001 and lixudebart.

The most recent agreement, with Alentis, aims to develop lixudebart into a potential first-in-class treatment for people with rare kidney and liver disease.

CSL said in early October that the compound was currently being evaluated in a Phase 2 trial, “in patients with ANCA-associated vasculitis and rapidly progressive glomerulonephritis (AAV-RPGN), a rare and potentially life threatening auto-immune disease that can cause irreversible kidney damage and end-stage renal disease”.

CSL Executive Vice President Dr Bill Mezzanotte said the agreement, “reflects CSL’s commitment to building a leading global nephrology franchise, and our strategic intent to create high-value external partnerships”.

Morgan Stanley said it was factoring in an FY32 launch for lixudebart.

The other agreement is focussed on developing a treatment to restore blood coagulation in patients taking a Factor Xa inhibitor.

Morgan Stanley said they had factored both compounds into their financial assumptions going forward.

They said:

For VMX-C001, we include ~US$765mn of revenue by FY36, with a valuation contribution of ~A$8/ share. For lixudebart, we capture ~US$500mn of revenue by FY36, with a valuation contribution of ~A$3/share. Together, this provides EPS upgrades of ~2% in FY32 rising to ~7% in FY36.

CSL back on track

Morgan Stanley said, looking across FY26 and FY27, there had been improvement at the company.

They added:

More generally, we see the FY26 result and FY27 guidance as highlighting incremental improvement within CSL Behring, the key driver of group earnings growth over the medium to longer term (see here). Our forecasts imply solid underlying NPAT growth, supplemented by an ongoing buyback program (EPS growth of ~8% p.a. over FY28-30). CSL trades on 20.6x our 12-month forward underlying EPS forecast, with further multiple expansion contingent on commercial delivery and R&D pipeline expansion.

Morgan Stanley has a price target of $200 on CSL shares, up from $182, compared to $193.89 currently.

The company is currently valued at $92.2 billion.

The post Morgan Stanley just upgraded their CSL share price target appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Ansell vs Ampol shares: Which outperforming ASX 200 stock can keep rallying?

When two ASX 200 heavyweights like Ansell Ltd (ASX: ANN) and Ampol Ltd (ASX: ALD) put in big runs, it’s natural for investors to weigh up which performer could shine brightest from here. Both companies have delivered strong gains in 2026 to date, stand head and shoulders in their respective sectors, and offer solid fundamentals—yet they’re very different beasts. Here’s my take on how these two stocks stack up right now.

The case for Ansell

Ansell is a global provider of protective gloves and bodywear, primarily serving healthcare and industrial sectors. With extensive patents and a broad suite of established brands, it sells products in over 100 countries. Most of Ansell’s revenue, as highlighted in its company profile, comes from its healthcare division, while its industrial segment rounds out the rest. Its footprint is truly international, with a strong focus on North America.

A couple of key fundamentals stand out:

• Market cap: $6.41 billion
• P/E ratio: 21.73
• Year to date return: 31.7% (rounded)
• Ansell pays a dividend, though at 2.12% yield and with no franking, it’s on the modest side by ASX standards. The current dividend per share is $1.16. EPS sits at 1.451.

Interestingly, Ansell’s dividend history shows a long-term commitment to distributions, but none have been franked in recent years. Its share price has enjoyed a robust surge so far this year, reflecting upbeat sentiment.

The case for Ampol

Ampol is Australia’s largest petroleum refiner and distributor, running around 2,000 branded service stations nationwide. Previously known as Caltex, it’s now standalone after Chevron’s exit. Ampol’s business covers the refining, distribution, and retailing of fuel and lubricants. It also operates in New Zealand and owns a stake in a leading Philippines fuel company.

Notable highlights from its latest fundamentals:

• Market cap: $10.37 billion (considerably bigger than Ansell)
• P/E ratio: 7.05
• Year to date return: 43.4% (rounded)
• Ampol pays a substantially higher dividend—with a yield of 5.65% (fully franked, which matters to many local investors). The reported dividend per share is $3.70, while EPS is a solid 6.148.

Ampol’s fully franked dividends and sector-leading yield make it a drawcard for income investors, while its massive YTD return shows it’s not just a yield play—momentum is strong.

Valuation comparison

There are several stark differences to weigh up. Here’s a head-to-head of the main numbers:

Metric	Ansell	Ampol
Market Cap	$6.41 billion	$10.37 billion
P/E Ratio	21.73	7.05
Dividend Yield	2.12% (not franked)	5.65% (100% franked)
Dividend per share	$1.16	$3.70
Earnings per share (EPS)	1.451	6.148

It’s worth noting the sector context here. Ansell, in healthcare/industrial supplies, tends to have higher valuation multiples than the capital-intensive energy sector Ampol occupies. Still, the P/E gap is gaping.

Ampol’s fully franked, high-yield dividends may appeal strongly to investors relying on tax-effective income. In contrast, Ansell’s dividends are not franked, which may be less attractive for some.

Recent share price momentum

Comparing recent share price performance up to 14 October 2026:

• As of 14 Oct 2026, Ansell closed at $45.56. Its share price climbed from $42.16 (17 Sep 2026) to $45.56 (14 Oct 2026) — a gain of roughly 8.1% across this period, contributing to a strong year-to-date return of 31.7%.
• As of 14 Oct 2026, Ampol closed at $43.51. It rose from $43.13 (17 Sep 2026) to $43.51 (14 Oct 2026), a far more modest uptick of around 0.9% over the same stretch, but its year-to-date return is an impressive 43.4% — easily outpacing Ansell for 2026 overall.

Which is the better buy?

If I’m picking which outperforming ASX 200 stock looks set to keep on rallying, I’d lean toward Ampol. The numbers really pop: a P/E far below Ansell’s, robust EPS, and a hefty, fully franked yield of 5.65%. Its share price has already leapt 43.4% this year—and it’s kicking out reliable, tax-effective income at the same time.

Ansell’s strong global business and defensive healthcare exposure are commendable and its shares have performed well, but it trades at a much higher multiple, offers a lower yield, and its dividends aren’t franked. For investors seeking growth plus income, Ampol’s combination of momentum, value, and yield stands out even more.

Of course, sector differences matter—resource-based earnings can be volatile—but right now, based on fundamentals and price action in the data supplied, my pick would be Ampol.

The post Ansell vs Ampol: Which outperforming ASX 200 stock can keep climbing in 2026? appeared first on The Motley Fool Australia.

More reading

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• Own ASX mining shares? Official forecasts show commodity prices peaking in FY27
• 2 top ASX blue-chip shares to buy according to experts
• Buy, hold, sell: Xero, Ansell, Wesfarmers shares

Motley Fool contributor Laura Stewart has positions in Ansell. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Ansell. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.