These ASX 200 shares could rise 15% to 30%

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

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Key points

  • Analysts at Macquarie are optimistic about a data centre operator, citing a bullish demand outlook and potential EBITDA growth exceeding 20% annually.
  • Bell Potter identifies significant growth opportunities in a life insurance and investment company, supported by IT upgrades and market expansion.
  • Both ASX 200 shares are positioned for potential market-beating returns due to strategic industry positioning and anticipated growth trajectories highlighted by analysts.

The Australian share market has historically delivered a return of around 10% per annum.

But investors don't have to settle for that! Not when there are shares out there that have the potential to deliver market-beating returns.

For example, listed below are two ASX 200 shares that analysts have named as buys and are tipping to rise 15% to 30% over the next 12 months.

Here's what they are recommending to clients:

DigiCo Infrastructure REIT (ASX: DGT)

The team at Macquarie thinks that this data centre operator could be an ASX 200 share to buy.

It believes the outlook for data centres is very positive due to growing demand from hyperscalers, government, and enterprise customers. Combined with its developments, this is expected to underpin an EBITDA compound annual growth rate of 20%+ through to FY 2030. It said:

Base case for +20% EBITDA CAGR over FY25A-FY30E; risk/reward skewed to the upside. Our base case excludes contributions from development assets where relevant approvals and/or power have not yet been secured (eg, LAX1 & LAX2, BNE3). Our bull case includes all proposed developments, resulting in a FY25A-FY30E EBITDA CAGR of +36%. Conversely, our bear case assumes no development resulting in a FY25A-30E EBITDA CAGR of +14%.

Macquarie has an outperform rating and $3.90 price target on its shares. Based on its current share price, this implies potential upside of almost 30%.

Generation Development Group Ltd (ASX: GDG)

This life insurance and life investment products and services company could be an ASX 200 share to buy according to Bell Potter.

The broker believes that the market isn't fully appreciating its significant growth opportunity. It said:

GDG is a leading player in the investment bonds sector, having completed IT upgrades and developed innovative, break-out products in a conventionally dormant market. Sales inflows have grown at a 5-year CAGR of +17% driven by additional features and improved brand architecture. Outsized share wins have contributed a further +6% pa over the same timeframe. Following consolidation, GDG offers managed account solutions, which is a market that is expected to grow by +$40bn pa to $474bn by FY30E.

Bell Potter recently initiated coverage on the ASX 200 share with a buy rating and $8.20 price target. Based on its current share price, this suggests that upside of 15% is possible for investors between now and this time next year.

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 Australia has recommended Generation Development 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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