Tag: Stock pick

Sharp share price falls can sometimes distract from what is still happening inside the business.

That is how I currently see these two ASX tech shares.

Both have fallen heavily from their 52-week highs, but I think the market may be overlooking the longer-term growth still ahead.

Catapult Sports Ltd (ASX: CAT)

Catapult shares are trading around $3.12 on Friday, roughly 60% below their 52-week high of $7.72.

The company provides performance technology used by professional sporting organisations to analyse athletes, training loads, video, and other performance data.

What I like is that Catapult operates in a relatively specialised market where its products can become part of the everyday workflow of coaches, analysts, and performance staff.

That creates an opportunity to grow alongside customers rather than relying entirely on constantly finding new ones.

I also think the ASX tech share has a long runway because professional sport is becoming increasingly data-driven. Teams are spending more on analytics, performance monitoring, and technology that can help improve decision-making.

If Catapult can continue to deepen its relationships with major sporting organisations, I think the business could look considerably larger several years from now.

At $3.12, I think the market may be underestimating that potential.

SiteMinder Ltd (ASX: SDR)

SiteMinder is an ASX tech share that has fallen even further, trading around $2.60 compared with a 52-week high of $7.96.

The company provides technology that helps hotels manage how their rooms are sold across different online channels.

I like the scale of the problem SiteMinder is trying to solve.

Hotels increasingly need to manage bookings across their own websites, online travel agencies, and other distribution channels. Doing that efficiently becomes more complicated as the number of channels grows.

SiteMinder sits in the middle of that process, giving hotels technology to manage distribution, pricing, and bookings more efficiently.

I think the market may be overlooking how much room there still is for hotel technology to modernise.

A large part of the accommodation industry remains fragmented, with independent hotels and smaller operators still moving more of their operations online. That creates a sizeable addressable market for a platform that can simplify those processes.

The recent share price performance has clearly been disappointing, but I would separate that from the longer-term opportunity.

If SiteMinder can keep expanding its customer base and generate more revenue from each hotel using its platform, I think today’s share price could prove to be a very attractive entry point.

Foolish takeaway

Catapult and SiteMinder are very different businesses, but I think the market may be making the same mistake with both.

Their share prices have fallen sharply, yet each still has exposure to an industry becoming more reliant on technology.

If both ASX tech shares keep executing and their markets continue moving in their favour, I think today’s prices could prove to be great value.

The post 2 ASX tech shares I think the market is underestimating appeared first on The Motley Fool Australia.

More reading

• Down over 50%: 2 ASX shares to buy for global growth
• 3 ASX shares down 40% to 80% I’d buy on the cheap
• 2 ASX shares down over 50% that I would buy
• Brokers say SiteMinder shares can rise 90%. Is the sell-off overdone?
• 2 ASX shares tipped by brokers to return 66% and 90%

Motley Fool contributor Grace Alvino 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 Catapult Sports and SiteMinder. The Motley Fool Australia has positions in and has recommended Catapult Sports and SiteMinder. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

October is almost here, which means investors may be thinking about where to put fresh money to work next month.

For me, some of the best opportunities on the ASX are shares with strong competitive positions and plenty of room to keep growing over the long term.

If I were building a shopping list for October, these five ASX shares would be near the top.

ResMed Inc. (ASX: RMD)

ResMed is one of my favourite healthcare shares on the ASX.

The company is a global leader in devices and masks used to treat sleep apnoea, giving it exposure to a large healthcare market with recurring demand.

One thing I like is the repeat-purchase element of the business. Patients need replacement masks and other accessories over time, providing ResMed with an ongoing relationship beyond the initial device sale.

With a huge global market and a strong position in sleep and respiratory care, I think ResMed has plenty of room to keep compounding earnings over the long term.

Pro Medicus Ltd (ASX: PME)

Pro Medicus is another ASX share I would be happy to buy for the long term.

Its Visage imaging software has become an important part of the technology infrastructure used by major healthcare organisations, particularly in the United States.

What I like is the combination of a highly scalable software model and exposure to growing demand for medical imaging.

As hospitals generate more scans and look for faster, more efficient ways to manage them, I think Pro Medicus remains well placed to benefit.

The shares can command a high valuation, but the quality and growth potential of the business keep it on my buy list.

Life360 Inc (ASX: 360)

Life360 gives investors a very different type of growth opportunity.

The company operates a family location and safety platform used by millions of people around the world.

It has been growing rapidly for years, but I believe this can continue. Subscription growth, international expansion, and new services could all help Life360 become a much larger business.

There will probably be plenty of volatility along the way, but for investors with a long horizon, I think the growth runway remains attractive.

Xero Ltd (ASX: XRO)

Xero is another ASX technology share I would buy in October.

Its accounting software is deeply embedded in the day-to-day operations of small businesses, accountants, and bookkeepers.

But it is still only scratching at the surface of its large international opportunity.

As more small businesses move their financial processes online, I think the company can continue growing its customer base and generating more revenue from existing users with extra services.

WiseTech Global Ltd (ASX: WTC)

WiseTech is my final pick for October.

Its CargoWise platform helps freight forwarders and logistics companies manage complex global supply chains.

I like how deeply the software can become embedded in customer operations, which can make it difficult to replace and gives WiseTech a strong base for recurring growth.

The company also has a large international opportunity as logistics businesses continue investing in automation and more efficient supply chain management.

For me, that combination makes WiseTech one of the ASX technology shares I would be happy to buy for the long term.

Foolish takeaway

If I were putting new money into the ASX in October, these are the sorts of businesses I would want to own.

ResMed and Pro Medicus give me exposure to healthcare growth, while Life360, Xero, and WiseTech provide different ways to participate in the continued expansion of global technology businesses.

I would be comfortable buying all five with the intention of holding them for many years.

The post 5 best ASX shares to buy in October appeared first on The Motley Fool Australia.

More reading

• $10,000 invested in Pro Medicus and CSL shares 3 years ago is now worth…
• How I’d build a $50,000 ASX share portfolio today
• Xero shares have crashed 64%. Here’s why I’m buying
• 6 ASX 200 shares scoring renewed buy calls this week
• These 3 ASX 200 shares have lost 49%+ in 2026. Are any now bargains?

Motley Fool contributor Grace Alvino 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 Life360, ResMed, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has positions in and has recommended Life360, ResMed, WiseTech Global, and Xero. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Washington H Soul Pattinson vs Macquarie Group shares: Which dividend stock suits retirees best?

If you’re a retiree thinking about income and stability, two blue-chip ASX names might be sitting on your shortlist: Washington H Soul Pattinson and Co Ltd (ASX: SOL) and Macquarie Group Ltd (ASX: MQG). They’re both stalwarts, well-regarded for diversified holdings and consistent dividends—but which one really deserves a place in a retiree’s portfolio? Here’s how they compare on yield, franking, and all-important reliability.

The case for Washington H Soul Pattinson and Co

Washington H Soul Pattinson—often known as Soul Patts—has its roots in Australian pharmacy, but these days is best described as a diversified investment house. Over its long history (listed since 1903), Soul Patts has built a portfolio spanning listed and private companies, real assets, and emerging ventures. Some of its largest stakes, according to its most recent public description, are in TPG Telecom and New Hope Corporation. The 2025 merger with Brickworks has also made Brickworks a subsidiary under the Soul Patts umbrella.

From a fundamentals viewpoint, several things stand out. Soul Patts has a market cap of $17.29 billion and sports a price-to-earnings (P/E) ratio of 7.08, which is much lower than Macquarie’s. The dividend yield clocks in at 2.36%, but perhaps most attractive for retirees, dividends come fully franked—at a rate of 100%. That means shareholders can potentially claim the full benefit of franking credits. Soul Patts has a long streak of consistently increasing dividends, rarely missing an opportunity to reward shareholders with reliable, tax-effective income.

The case for Macquarie Group

Macquarie Group is one of Australia’s financial powerhouses, providing banking, funds management, advisory, and investment services in more than 30 countries. While technically a bank, Macquarie differs from the “big four,” with much of its money made from asset management, infrastructure, and investment banking rather than traditional retail banking.

Looking at the numbers, Macquarie is a much larger company, with a $92.97 billion market cap and a significantly higher P/E ratio of 19.12. The dividend yield is a touch higher at 2.89%. A big plus is the generous dollar amount per share—for this year, $7.00 per share in dividends. However, only 35% of those dividends are franked, which means Australian retirees won’t get the maximum tax benefit from those payments. Macquarie’s size and global reputation add a layer of strength, and its dividends tend to be relatively predictable, but they may be less tax-effective compared to Soul Patts.

Valuation comparison

Here’s how the two stack up side-by-side on key metrics:

Metric	Washington H Soul Pattinson	Macquarie Group
Market Cap	$17.29 billion	$92.97 billion
P/E Ratio	7.08	19.12
Dividend Yield	2.36%	2.89%
Earnings per share (EPS)	6.417	12.669
Dividend per share	$0.96	$7.00
Franking	100%	35%

Note: Dividend yields are relatively close, but Macquarie’s dividends are only partially franked, while Soul Patts offers fully franked dividends—often a priority for income-focused investors. It’s also notable that Soul Patts’ P/E suggests a much lower valuation relative to current earnings. If you notice the gap between EPS and P/E, keep in mind that reported P/E ratios may sometimes be based on underlying or future earnings rather than trailing or statutory EPS, which can create apparent inconsistencies.

Recent share price performance

Let’s consider recent share price action (up until 23 September):

• Washington H Soul Pattinson closed at $45.51 on 23 Sept 2026, up slightly by 0.2% from the previous day.
• Year-to-date return for SOL shares sits at 23.6%—a strong showing.
• Macquarie Group closed at $242.35 on 23 Sept 2026, barely changed from the day prior (+0.03%).
• Year-to-date return for MQG shares is 21.3%, also very healthy.

That’s robust price momentum for both, with Soul Patts very slightly ahead on total return as of the latest figures.

Which is the better buy?

For my money, if I were a retiree primarily after dividends, my pick would be Washington H Soul Pattinson. Here’s why: even though its headline yield is a tad lower than Macquarie’s, Soul Patts’ commitment to 100% franking maximises the after-tax cash flow for most Australian retirees, especially those who can use franking credits to reduce or eliminate tax. Soul Patts also carries a much lower P/E ratio, which suggests either a lower price relative to earnings or simply a market expectation of steadier but less spectacular growth. Its history of consistent—and growing—dividends gives me extra confidence for dependable income.

That’s not to say Macquarie isn’t impressive; it’s a massive institution offering higher absolute dividend dollars, a slightly higher yield, and global stability. However, the lower franking cuts into the tax advantage, which is often a make-or-break factor in retirement income streams. Both are excellent businesses, but for franked, tax-effective dividends and reliable track record, I’d lean towards Washington H Soul Pattinson in a retiree-focused portfolio.

The post Soul Patts vs Macquarie Group: Best ASX dividend stock for retirees? appeared first on The Motley Fool Australia.

More reading

• Why I think Soul Patts shares are even more attractive after the FY26 result
• Here are the top 10 ASX 200 shares today
• Everything you need to know about the Soul Patts dividend
• Which ASX shares just got downgraded by brokers?
• Buy, hold, sell: New Hope, REA, Telix Pharmaceuticals shares

Motley Fool contributor Laura Stewart 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 Macquarie Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Macquarie Group. 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.

Self-managed superannuation funds (SMSFs) are becoming increasingly popular as a way to invest retirement savings. The balances within SMSFs are growing too.

According to the ATO SMSF quarterly statistical report, the number of SMSFs grew by 7.4% to 680,301, with 52,020 establishments during the year.

According to the latest Class annual benchmark report, members aged 25 to 49 continue to make up the majority of members in newly established Class SMSFs. In FY26, they accounted for 63.2% of members in newly established funds, up from 59.5% in FY26.

Now let’s look at the balance within these SMSFs.

Large balances are getting larger

As you’d expect, compounding and contributions are helping increase the balance of these SMSFs.

According to Class, SMSFs with balances above $2 million accounted for 27% of Class SMSFs in FY25, up from 26.1% in FY24 and 23.6% in FY21. FY25 is the latest year with complete data because not all balances and contributions have been processed yet in Class’ software.

The percentage of Class SMSFs with balances above $10 million increased, as did the percentages for balances between $5 million and $10 million, $3 million and $5 million, $2 million and $3 million, and $1 million and $2 million.

What is the average SMSF balance?

There are a few different figures to consider with SMSFs.

SMSFs can have multiple members, so the average balance of an SMSF is not necessarily the average member balance.

According to Class, the average assets per SMSF as at 30 June 2026 came to $1.88 million. Average assets per SMSF member were $1.01 million.

I think it’d also be interesting to see what the average balance is for each member in a multi-member fund.

SMSFs with more members continue to show wide balance differences between members, according to Class. In four-member funds, the member with the highest balance averaged $1.94 million in FY26. That compares to $1.18 million, $380,234 and $242,642 for the members with the second, third and fourth balances, respectively.

Class suggested the differences may reflect the different life stages within four-member SMSFs. The two lower-balance members were much younger on average, at 47.1 years and 47.2 years, while the two higher-balance members were 63.6 and 60.3 years on average.

Given how long retirees may need their assets to last and the potential future costs of healthcare and aged care, it makes sense that SMSF members want to build very sizeable balances.

The post Here’s the average Australian superannuation balance in SMSFs appeared first on The Motley Fool Australia.

More reading

• 3 ASX shares given buy ratings this week offering 20% to 40% upside
• $10,000 invested in Pro Medicus and CSL shares 3 years ago is now worth…
• Here’s the average Australian superannuation balance at 50 and 70
• 10 top ASX ETFs to watch in 2027
• Commonwealth Bank vs Westpac: Which ASX bank stock is the better buy for resilient passive income?

Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. 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 Myer. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are in the market for some new additions to your ASX share portfolio, then read on!

That’s because the team at Morgans has put buy ratings on three shares this week. Here’s what it is recommending:

Cogstate Ltd (ASX: CGS)

This healthcare technology company has been given a buy rating and $4.07 price target this week by Morgans. Based on its current share price of $3.37, this implies potential upside of approximately 20%.

Commenting on its recommendation, Morgans said:

CGS is a high-quality, science-led provider of digital cognitive assessment and endpoint data quality services to the clinical trials industry. Following a record FY26, CGS enters FY27 with record contracted future revenue of US$118.5m (+32% pcp), a diversifying pipeline, and a two-year technology program designed to expand margins as volumes grow without a corresponding increase in headcount. It is debt-free with US$34.7m in cash, generates high incremental margins on a largely fixed cost base, and returns capital through dividends while retaining capacity to reinvest. 

The share price has re-rated strongly as the market has recognised the improving quality and predictability of earnings. The key question is whether CGS can sustain continued contract growth while converting scale into improved margins, an outcome we see as achievable. We initiate coverage with a BUY rating and A$4.07 target price.

Nufarm Ltd (ASX: NUF)

Another ASX share that has been given the thumbs up from Morgans is agricultural chemicals company Nufarm. 

The broker has put a buy rating and $4.24 price target on its shares. This suggests that upside of around 40% is possible from current levels.

Morgans believes that Nufarm shares are materially undervalued compared to peers. It explains:

If it wasn’t for two unplanned manufacturing disruptions, in our view, NUF would have beaten consensus expectations given Seed Technologies earnings have once again been upgraded due to higher Omega-3 prices. Importantly, NUF is still guiding towards strong earnings growth in FY26 and is on track to materially deleverage, with further improvement targeted in FY27. Given NUF’s operating and financial leverage and high tax rate in FY26, a minor EBITDA revision results in a large downgrade to EPS. 

With further operational improvements targeted, another A$50m cost out program and more Omega-3 oil to sell at high prices, we have left our FY27/28 EBITDA forecasts unchanged, while EPS in these years increases given lower D&A post plant closures. While a revision before an Investor Day next week is unfortunate, the turnaround plans at NUF remain on track and the stock is materially undervalued compared to peers. We reiterate our BUY rating with a new price target of A$4.24.

Ramelius Resources Ltd (ASX: RMS)

Finally, this gold miner has been given a buy rating and $5.02 price target from Morgans this week.

Based on its current share price of $3.87, this implies potential upside of approximately 30% over the next 12 months.

Morgans was pleased with its four-year growth outlook, highlighting that it is on a pathway to becoming a 600,000 ounces per annum producer by FY 2030. It said:

RMS has released its FY27 guidance and four-year outlook, outlining a clear pathway to ~600kozpa by FY30, driven by the expansion of the Mt Magnet processing hub and a growing contribution from higher-grade underground ore sources. The outlook reinforces our view that RMS is developing one of the highest quality growth profiles in the Australian gold sector. 

FY27 guidance of 205-225koz at an AISC of A$2,150-2,350/oz was broadly in line with expectations, while the medium-term outlook delivered meaningful production upgrades from FY29 onward as higher-grade material from Dalgaranga, Cue and Galaxy displaced lower-grade feed in the mine plan. We maintain our BUY rating and raise our price target to A$5.02ps.

The post 3 ASX shares given buy ratings this week offering 20% to 40% upside appeared first on The Motley Fool Australia.

More reading

• 2 ASX shares UBS says could increase 13% to 37%
• 5 ASX 200 shares upgraded by experts this week
• What is Bell Potter’s updated view on Nufarm shares after crashing 6%
• 5 things to watch on the ASX 200 on Thursday
• Why is this ASX share crashing 8% on Wednesday?

Motley Fool contributor James Mickleboro 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 Cogstate. The Motley Fool Australia has positions in and has recommended Cogstate. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Pro Medicus Ltd (ASX: PME) and CSL Ltd (ASX: CSL) shares are among the most heavily traded S&P/ASX 200 Index (ASX: XJO) healthcare shares.

But they’ve delivered some very disparate returns over the past three years.

One of the ASX healthcare juggernauts has smashed the 22.4% returns delivered by the ASX 200 since 22 September 2023, while the other materially trails that performance.

So, if you’d bought $10,000 worth of Pro Medicus and CSL shares three years ago, how much would you have now?

I’m glad you asked!

Tipping $10,000 into CSL shares

On 22 September, shares in the ASX 200 biotech giant closed the day trading for $252.15 each.

Meaning for $10,000 you could have bought 39 CSL shares, with enough change left over to take your partner out to dinner. For the next 10 or so months, you would have watched those shares march higher.

But by August 2024, the ASX 200 healthcare share came under sustained selling pressure.

On Thursday, CSL shares were swapping hands for $179.09 apiece. Meaning those 39 shares you bought three years ago for $10,000 would be worth $6,985 today.

Now, we shouldn’t entirely discount the CSL dividends.

If you owned the stock for the past three years you would have received (or shortly will) the past six unfranked dividend payments, totalling $12.55 a share. CSL stock traded ex-dividend on 9 September. If you owned shares at market close on 8 September, you can expect to receive the final FY 2026 dividend of $2.244 a share on 2 October.

So, if we add that $12.55 of passive income back into the recent share price, then the accumulated value of the CSL shares you bought three years ago is now worth $191.64. And the 39 shares you invested $10,000 into are worth $7,474.

Which brings us to…

Buying Pro Medicus shares in September 2023

Three years ago, shares in the ASX 200 health imaging company closed the day trading for $71.67 apiece.

Meaning your $10,000 investment would have netted you 139 shares, with enough change for popcorn and a movie.

On Thursday, Pro Medicus shares were changing hands for $159.52 each. So those 139 shares are worth $22,173 today.

And, as with CSL shares, you’d also have received (or shortly will) the last six fully franked Pro Medicus dividend payments, totalling $1.64 a share. Pro Medicus stock traded ex-dividend on 7 September. If you owned shares on 4 September, you can expect that record high 37 cent per share final dividend to land in your bank account on 29 September.

Now, if we add that passive income back into the recent share price, then the accumulated value of the 139 Pro Medicus shares you bought three years ago for $10,000 is now worth $22,401.

Which sees Pro Medicus clearly top CSL shares as the better investment over the past three years.

The post $10,000 invested in Pro Medicus and CSL shares 3 years ago is now worth… appeared first on The Motley Fool Australia.

More reading

• How I’d build a $50,000 ASX share portfolio today
• Fund managers are loading up on CSL shares. Here’s why
• 6 ASX 200 shares scoring renewed buy calls this week
• Buy, hold, sell: BHP, CSL, and Westpac shares
• Here are the most popular ASX share superannuation investments in SMSFs

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

What a difference 20 years can make to your superannuation.

At 50, many Australians are still building their retirement savings, with years of employer contributions and potential investment returns ahead of them. By 70, the focus may have shifted towards making those savings last while enjoying life after work.

But just how different are the average super balances at these two ages? Let’s see what the latest numbers are saying:

The average super balance at 50

According to Australian Prudential Regulation Authority (APRA) data, Australians aged 50 to 54 have an average superannuation balance of $198,000.

This provides a reasonable guide for someone turning 50.

While $198,000 may seem a long way from the amount needed for a comfortable retirement, someone turning 50 still has 17 years before reaching Age Pension age.

That leaves plenty of time for contributions and potential investment growth to improve their position.

It is also worth remembering that many Australians reach their peak earning years during their 50s, which can create opportunities to make extra contributions if household finances allow.

What about at age 70?

Unsurprisingly, the average superannuation balance is higher for Australians aged 70 to 74, reaching $312,000 according to the latest APRA data.

That is $114,000 more than the average for the 50 to 54 age bracket.

It is also worth remembering that many Australians in their 70s have already retired and started drawing down their savings.

This means their balances may reflect years of retirement withdrawals alongside investment returns, rather than simply decades of uninterrupted growth.

Is the average balance enough?

The Association of Superannuation Funds of Australia (ASFA) estimates that a single homeowner needs around $630,000 at retirement to support a comfortable lifestyle, assuming some Age Pension support over time.

For a couple, the estimated combined amount is $730,000.

These benchmarks suggest that someone with an average balance may need to think carefully about their retirement expectations, particularly if they are single or have significant housing costs.

However, the Age Pension, other investments, home ownership, and individual spending habits can all influence how far a super balance stretches.

Final word

Australians approaching 50 have an opportunity to assess their progress while there is still time to make changes.

For someone around 70, the more immediate consideration may be how to manage withdrawals and investment risk while keeping enough money available for later retirement.

The average figures offer a helpful comparison, but retirement readiness ultimately depends on how much income your savings can provide and how long that income needs to last.

The post Here’s the average Australian superannuation balance at 50 and 70 appeared first on The Motley Fool Australia.

More reading

• 10 top ASX ETFs to watch in 2027
• Commonwealth Bank vs Westpac: Which ASX bank stock is the better buy for resilient passive income?
• Will Goodman shares reach $30 in 2027?
• Here’s the dividend forecast out to 2028 for NAB shares
• 2 ASX shares highly recommended to buy: Experts

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. 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 no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

With 2027 now just a few months away, investors may be starting to think about where to put their money to work next year.

And with so many exchange traded funds (ETFs) available on the ASX, there are plenty of opportunities to consider.

Here are 10 ASX ETFs that could be worth keeping on your watchlist for 2027.

iShares S&P 500 ETF (ASX: IVV)

The iShares S&P 500 ETF could be a strong option for investors wanting exposure to the US share market.

It tracks 500 of America’s largest listed companies, including global leaders across technology, healthcare, financial services, and consumer goods.

This could make it a good foundation for a long-term investment portfolio.

Vanguard Australian Shares Index ETF (ASX: VAS)

For investors wanting local exposure, the Vanguard Australian Shares Index ETF could be worth considering.

It tracks the S&P/ASX 300 Index (ASX: XKO), giving investors access to a large collection of Australian stocks.

The fund also provides exposure to the dividends and potential franking credits that make Australian shares popular with income investors.

Vanguard FTSE All-World ex-US Shares Index ETF (ASX: VEU)

The Vanguard FTSE All-World ex-US Shares Index ETF offers exposure to companies outside the United States.

This includes developed and emerging markets across Europe, Asia, and other regions.

It could be particularly attractive for investors who already have significant US exposure and want to diversify internationally.

Betashares Nasdaq 100 ETF (ASX: NDQ)

Another ASX ETF to watch is the Betashares Nasdaq 100 ETF.

This fund invests in 100 of the largest non-financial companies listed on the Nasdaq exchange.

It offers exposure to businesses involved in artificial intelligence, cloud computing, software, digital advertising, and other major technology industries.

Betashares Asia Technology Tigers ETF (ASX: ASIA)

The Betashares Asia Technology Tigers ETF could be an exciting option for 2027.

It provides exposure to leading Asian technology companies across semiconductors, ecommerce, gaming, hardware, and digital platforms.

Asia’s important position in the global technology industry and its enormous consumer markets could support growth over the long term.

Betashares Global Cybersecurity ETF (ASX: HACK)

Cybersecurity could remain a major investment theme in 2027.

The Betashares Global Cybersecurity ETF invests in companies helping businesses protect their networks, cloud systems, devices, and data.

As artificial intelligence and other technologies become more widely adopted, demand for cybersecurity services is likely to continue increasing.

Global X AI Infrastructure ETF (ASX: AINF)

Another technology-focused option is the Global X AI Infrastructure ETF.

This fund provides exposure to companies building the infrastructure needed to support artificial intelligence.

That includes semiconductors, data centre equipment, networking technology, electricity infrastructure, and cooling systems.

The enormous investment going into AI infrastructure could bode well for its holdings.

VanEck MSCI International Quality ETF (ASX: QUAL)

The VanEck MSCI International Quality ETF takes a different approach.

It invests in international companies with strong profitability, healthy balance sheets, and relatively stable earnings.

This could make it attractive for investors wanting exposure to financially strong businesses rather than broad market exposure.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

The VanEck Morningstar Wide Moat ETF could also be worth watching.

It focuses on US companies believed to have sustainable competitive advantages and attractive valuations.

This approach could appeal to investors looking for quality businesses with the potential to compound earnings over many years.

Betashares Global Cash Flow Kings ETF (ASX: CFLO)

Finally, the Betashares Global Cash Flow Kings ETF could be an ASX ETF to consider for 2027. It offers exposure to companies generating strong free cash flow.

These businesses have greater flexibility to invest in growth, pay dividends, reduce debt, or repurchase shares.

That financial strength could be valuable as investors navigate whatever market conditions next year brings.

The post 10 top ASX ETFs to watch in 2027 appeared first on The Motley Fool Australia.

More reading

• How many VAS ETF shares do I need to buy for $10,000 per year of passive income?
• Own VAS, VHY, VGS, or other Vanguard ETFs? Here’s your next dividend
• Want to invest in AI? Here are the best ASX ETFs for 2027
• 3 reasons I’d invest $10,000 into the NDQ ETF
• 5 ASX ETFs for Aussie investors to buy and hold for 20 years

Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF, Betashares Capital – Asia Technology Tigers Etf, and VanEck Morningstar Wide Moat ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Global Cybersecurity ETF, BetaShares Nasdaq 100 ETF, Vanguard International Equity Index Funds – Vanguard Ftse All-World ex-US ETF, and iShares S&P 500 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended VanEck Morningstar Wide Moat ETF and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Commonwealth Bank of Australia vs Westpac shares: Which bank stock is the better buy?

Australia’s major banks are among the most closely watched shares on the ASX. Whether you’re keen on steady dividends, reliable market leaders, or just want your investments to track with the backbone of the Aussie economy, there’s a good chance you’re weighing up Commonwealth Bank of Australia (ASX: CBA) vs Westpac Banking Corp (ASX: WBC) shares. Both are “big four” heavyweights, but subtle differences could matter if you want the better value, yield, or momentum in your portfolio. Let’s break it down.

The case for Commonwealth Bank of Australia

Commonwealth Bank of Australia, or CBA, is the country’s largest bank and one of Australia’s most iconic brands. It offers a wide range of financial services spanning retail, business, and institutional banking, as well as funds management, super, insurance and broking. Operating across Australia, New Zealand, Asia, the UK, and the US, CBA’s reach is truly global.

A few key numbers jump out. CBA boasts a massive market cap of $254.92 billion and a P/E ratio of 23.48, handsomely ahead of its peers on size. The dividend yield sits at 3.30%, fully franked, which is a big draw for income-focused investors. Its earnings per share are $6.517, and shareholders received a dividend of $5.05 per share in the last year. Notably, the franking is again 100%, ticking the box for those targeting tax-effective income. The bank has an unbroken track record of paying fully franked dividends stretching back decades.

The case for Westpac

Westpac Banking Corp, trading as Westpac, is Australia’s oldest bank and a mainstay of the sector. It’s home to major brands like St.George, Bank of Melbourne, BankSA and BT, serving millions of customers via a wide array of retail, business and institutional banking, and wealth management channels. According to its current company profile, Westpac operates across six divisions, demonstrating its broad exposure across banking and financial services.

Westpac’s fundamentals are competitive for value seekers. The market cap is $119.40 billion, quite a bit smaller than CBA’s, but still firmly in blue chip territory. Critically, Westpac’s P/E ratio is a more modest 17.22 — suggesting the market prices its future earnings more cautiously. Where it currently shines is dividend yield: at 4.41%, fully franked, Westpac tops CBA on payout percentage. The per-share dividend over the past year was $1.54, with 100% franking. Earnings per share currently stand at $2.029.

Valuation comparison

Here’s how the core numbers stack up:

Metric	Commonwealth Bank	Westpac
Market Cap	$254.92bn	$119.40bn
P/E Ratio	23.48	17.22
Dividend Yield	3.30%	4.41%
Earnings per Share (EPS)	$6.517	$2.029
Dividend per Share	$5.05	$1.54
Franking	100%	100%
Year-to-Date Return	-1.6%	-7.5%

Both have 100% franked dividends.

CBA is substantially larger, but Westpac currently offers a noticeably higher dividend yield and a significantly lower P/E ratio — which might appeal to value investors. Westpac’s lower earnings per share comes with a much lower price point too, reflecting its smaller market cap.

Recent share price performance

Comparing data up until 21 September 2026:

• Commonwealth Bank closed at $152.99 as of 21 Sep 2026, up 0.37% on the day. Year to date, CBA shares have returned -1.6%.
• Westpac closed at $34.93 on 21 Sep 2026, rising 0.52% that session. However, Westpac’s year-to-date return stands at -7.5%.

Both banks have enjoyed some positive days in September, but CBA has held up far better in 2026 so far. Westpac’s share price has underperformed, lagging by nearly 6 percentage points year-to-date.

Which is the better buy?

Both Commonwealth Bank of Australia and Westpac offer investors defensive income, blue chip security, and fully franked dividends. But if I’m picking between the two right now, I’d lean toward CBA.

Here’s why: While Westpac’s yield is higher and its P/E ratio lower (a value tick), CBA has delivered a markedly better share price performance in 2026 — despite its higher valuation. CBA’s dominant position, strong earnings per share, and consistent dividend growth over decades (with a much higher dollar payout per share) signal long-term resilience. In contrast, Westpac’s lagging share price and much smaller EPS leave me cautious.

If I wanted maximum dividend yield right this minute, Westpac would tempt me, but CBA’s quality, stability, and track record give me more confidence for the years ahead. On balance, my pick would be Commonwealth Bank of Australia.

The post Commonwealth Bank vs Westpac: Which ASX bank stock is the better buy for resilient passive income? appeared first on The Motley Fool Australia.

More reading

• How I’d build a $50,000 ASX share portfolio today
• CBA vs Telstra: Which ASX blue-chip is better for passive income?
• CBA shares hit their lowest level since February. Could $140 be next?
• Buy, hold, sell: BHP, CSL, and Westpac shares
• Here are the most popular ASX share superannuation investments in SMSFs

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. 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 no position in any of the stocks mentioned. 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.

Goodman Group (ASX: GMG) shares have had a much tougher run recently.

The property giant is trading around $26.35 on Friday, well below the levels investors were willing to pay earlier in the year.

For investors considering the stock today, the obvious question is whether this weakness has created an opportunity.

Could Goodman shares climb back above $30 in 2027? I think they can.

What would it take to reach $30?

A move from $26.35 to $30 would represent a gain of around 14%.

That does not look particularly demanding to me if Goodman can deliver the earnings growth the market is expecting.

Earnings per share (EPS) came in at 129.9 cents in FY26. Consensus forecasts point to EPS increasing to 142 cents in FY27 and then 151 cents in FY28.

That would represent earnings growth of around 9% in FY27, followed by another increase of approximately 6% in FY28.

For me, that earnings trajectory provides a reasonable foundation for the share price to recover.

What would Goodman be worth at $30?

At today’s price of around $26.35, Goodman is trading on a PE ratio of approximately 18.6 times forecast FY27 earnings.

Using the FY28 consensus forecast, that multiple falls to around 17.5 times.

If Goodman shares reached $30, the stock would trade on approximately 21 times FY27 forecast earnings or just under 20 times FY28 earnings.

I do not think either valuation looks unreasonable if the company’s data centre expansion is a success.

Of course, there are still uncertainties.

Goodman’s valuation can be sensitive to investor expectations around interest rates and property markets, while earnings forecasts could change if the AI boom doesn’t result in increased demand for data centres. A weaker earnings outlook could make $30 harder to justify.

But at the current share price, I think investors are being offered a more attractive starting point than they were near the 52-week high.

Would I buy Goodman shares?

I would. If earnings per share reaches 142 cents in FY27 and 151 cents in FY28, Goodman should continue growing into its valuation over the next couple of years.

That gives investors two potential drivers of returns: higher earnings and some recovery in the multiple investors are prepared to pay for those earnings.

I think that combination makes the shares attractive at current levels.

Foolish takeaway

For me, $30 looks like a realistic target for Goodman shares in 2027.

It would require a gain of around 14% from today’s price, but the forecast earnings growth suggests the business could do some of the heavy lifting rather than relying entirely on a higher valuation.

Overall, I would be comfortable buying Goodman shares around $26.35 and giving the company time to work its way back above $30.

The post Will Goodman shares reach $30 in 2027? appeared first on The Motley Fool Australia.

More reading

• How to build a $50,000 passive income from ASX shares
• What does Anthropic’s $32b Queensland data centre mean for ASX AI shares?
• Goodman Group vs Nextdc: Which stock is the better buy today?
• 3 ASX 200 shares I’d buy and hold for a decade
• How much passive income could I make by investing $500 a month in ASX shares?

Motley Fool contributor Grace Alvino 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 Goodman Group. The Motley Fool Australia has recommended Goodman Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.