Macquarie forecasts 28% upside for this ASX All Ords stock

Let's see why the broker is feeling bullish about this name.

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If you are on the lookout for big returns for your investment portfolio, then it could be worth considering the ASX All Ords stock in this article.

That's because the team at Macquarie Group Ltd (ASX: MQG) believes that it could be destined to deliver market-beating returns for investors over the next 12 months.

Let's see which ASX stock the broker is currently tipping as a buy to clients.

Which ASX All Ords stock?

The stock in question is Fleetpartners Group Ltd (ASX: FPR).

FleetPartners is a leading provider of vehicle leasing, fleet management, heavy commercial vehicles, salary packaging, and novated leasing.

Macquarie notes that the ASX All Ords stock recently released its third quarter update. It was pleased with the company's performance, highlighting that it was a strong period for tender wins. It said:

3Q25 business update: AUMOF (+5%), despite a 17% decline in NBW. FPR noted the period was one of the group's "most successful tender periods, with a high number of mandate wins, despite disruption." Accelerate program completed with $6m+ annualised cost savings.

And while there are some concerns over arrears, Macquarie appears confident that this will be largely resolved by the time its results are released. It adds:

Arrears remain elevated as a result of "temporary administrative impacts associated with cutover to the Accelerate platform". FPR expects the level of arrears to largely be resolved by FY25 results. The underlying portfolio quality "remains strong."

Big potential returns

According to the note, Macquarie believes the ASX All Ords stock is cheap at current levels and sees potential for it to rise strongly between now and this time next year.

In response to the third quarter update, the broker has retained its outperform rating with a trimmed price target of $3.68.

Based on its current share price of $2.88, this implies potential upside of 28% for investors over the next 12 months. No dividends are expected over the forecast period.

Commenting on its outperform rating, the broker said:

Outperform. FPR is trading at an undemanding multiple (<10x PE). Operating conditions support earnings and are largely offsetting ongoing normalisation of EOL. The buyback is supporting EPS performance.

Valuation: TP -2.3% to $3.68 (previously $3.77), reflecting business roll forward, earnings changes and updated share count. Catalysts: AUMOF growth boosting underlying earnings performance, as margin have largely stabilised.

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 Macquarie Group. The Motley Fool Australia has positions in and 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.

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