Why these ASX shares could be top SMSF options in 2025

Analysts are bullish on these high-quality shares. Let's find out why.

| More on:
Two people having a meeting using a laptop and tablet to discuss Seven West Media's balance sheet

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

If you own one of Australia's estimated 600,000+ self-managed super funds (SMSFs), then you may be on the lookout for some new portfolio additions to take your fund to the next level in 2025.

To help you on your way, let's look at a couple of ASX shares that analysts think could be great options for the year ahead. They are as follows:

CSL Ltd (ASX: CSL)

Analysts at Bell Potter have put a buy rating and $345.00 price target on this biotechnology company's shares. Based on its current share price of $276.57, this implies potential upside of approximately 25%.

It is bullish due to its belief that CSL's shares are trading at an attractive level for investors. Especially given the prospect of its earnings growth accelerating in the coming years. The broker explains:

CSL presents an attractive buying opportunity as we anticipate the start of a margin recovery phase for CSL, driving above-market earnings growth over the next few years. CSL trades at a 12-month forward PE of ~28x, representing a discount to its 10-year average of ~31x. Furthermore, the company will continue to deleverage the balance sheet over the next few years. Given the company's proven quality and growth prospects, we believe significant upside remains.

Woolworths Group Ltd (ASX: WOW)

Goldman Sachs thinks that Woolworths could be an ASX share to buy now. And given its defensive qualities, attractive valuation, and positive long term growth outlook, it could be a good addition to an SMSF.

The broker has a buy rating and $36.20 price target on Woolworths' shares. This implies potential upside of approximately 20% for investors.

Goldman notes notes that Woolworths boasts significant structural advantages. This includes its vast store network, a strong online presence, and advanced data and analytics capabilities. And importantly, it feels that the ASX share is trading below fair value. The broker said:

Our Buy thesis is based on 1) robust supermarkets growth of ~4% in FY23-26E driven by strong population growth and a rational, oligopoly environment; 2) omni-channel leader further extending share gains due to its early mover advantage in digitalization and omni-channel execution. By 2030E, we expect WOW to be the dominant leader in online with ~50% share in a space that is expected to go from 5% to 10% of the total grocery market; 3) loyalty/retail media further margin opportunities: Woolworth's strong digital and omni-channel advantage is further reinforced through a virtuous cycle of loyalty and retail media (Cartology). WOW is also trading below fair value.

Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and Goldman Sachs Group. 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.

More on Broker Notes

Cheerful businessman with a mining hat on the table sitting back with his arms behind his head while looking at his laptop's screen.
Broker Notes

Macquarie tips 50% upside for this ASX 200 miner, and it's not BHP!

Unheralded miner poised to surge?

Read more »

A woman sits on sofa pondering a question.
Broker Notes

Guess which ASX All Ords media stock Macquarie expects to rise 17% over the next 12 months?

The broker is expecting big things from this media company.

Read more »

A couple stares at the tv in shock, one holding the remote up ready to press.
Broker Notes

These ASX 200 shares could rise 20% to 35%

Let's see why these shares are being tipped to rise strongly from where they trade.

Read more »

A woman presenting company news to investors looks back at the camera and smiles.
Broker Notes

Up 110% in 12 months: Why this ASX 200 stock can keep flying

Let's see what Bell Potter is saying about this high-flyer.

Read more »

Contented looking man leans back in his chair at his desk and smiles.
Broker Notes

Top brokers name 3 ASX shares to buy today

Here's what brokers are recommending as buys this week.

Read more »

A man in a dark blue suit walks through an airport past floor-to-ceiling windows with a Qantas plane flying in the distance
Travel Shares

Up 16% this year, does Macquarie rate Corporate Travel Management shares a buy, hold or sell?

Does the travel stock have further to fly?

Read more »

group of friends checking facebook on their smartphones
Broker Notes

Macquarie tips 22% return for this ASX telco stock

This telco could be undervalued at current levels according to the broker.

Read more »

A male sharemarket analyst sits at his desk looking intently at his laptop with two other monitors next to him showing stock price movements
Broker Notes

Leading brokers name 3 ASX shares to buy today

Here's why brokers believe that now could be the time to snap up these shares.

Read more »