2 top ASX 200 blue-chip shares worth a spot in your portfolio

These stocks are leaders in what they do and they're top buys.

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Key points

  • Xero Ltd, a leader in cloud accounting software, boasts strong financial growth with a 23% revenue increase and a 1% churn rate, thanks to an expanding subscriber base and strategic acquisitions like Melio.
  • Sigma Healthcare is strengthening its market presence through the integration of Chemist Warehouse, aiming for significant synergy benefits and boosting sales by expanding its franchise and international reach.
  • Xero and Sigma are positioned for future growth, with Xero trading at a high valuation reflecting its strong market outlook, and Sigma aiming for enhanced profit margins through strategic mergers and store expansion.

Time and again we've seen how leading S&P/ASX 200 Index (ASX: XJO) blue-chip shares are capable of delivering strong profits and returns for shareholders.

There's usually a reason why that business has risen to the top of the pile and those advantages are likely to allow the business to continue delivering impressive results.

Customers are likely to continue coming back to that leading business because of its offering. Let's take a look at two ASX blue-chip share leaders in the local market I believe are buys.

Xero Ltd (ASX: XRO)

Xero is a leader when it comes to cloud accounting software and the business has won millions of subscribers.

It provides numerous tools and workflows that enable business owners and accountants to save a lot of time. It also helps business owners get a good picture of their cash flow and profitability, and they can stay on top of their creditors, debts and payroll.

The ASX 200 blue-chip share has done an extremely good job at growing its subscriber base to 4.4 million, which is spread across a number of countries including New Zealand, Australia, the UK, Singapore, South Africa, Canada and the US.

The world is becoming increasingly digital, and this is supporting demand and loyalty for Xero's subscriptions. It has an incredibly low annual churn rate of just 1%, which is helping the company's calculated total lifetime value of subscribers (which rose 16% to $17.9 billion in FY25).

Xero's financials continue to grow at a very impressive double-digit rate. In FY25, operating revenue grew 23% to $2.1 billion, operating profit (EBITDA) increased 28% to $638.5 million, net profit rose 30% to $227.8 million and free cash flow surged 48% to $506.7 million.

Its recent acquisition of Melio helps diversify its revenue sources, while also giving Xero the opportunity to capture market share in the US if it's able to take advantage of the partnerships with small businesses that Melio has.

According to the forecasts on CMC Markets, the Xero share price is valued at 76x FY27's estimated earnings, at the time of writing.

Sigma Healthcare Ltd (ASX: SIG)

Sigma says it has around 900 Australian franchise network stores across three brands, being Chemist Warehouse, Amcal and Discount Drug Stores. It also has around 3,000 wholesale pharmacy customers serviced by 14 distribution centres across Australia.

The company also has an international footprint of 77 stores in four countries.

The ASX 200 blue-chip share sells a number of products from different recognised brands, but it has also grown its own and exclusive label product ranges to expand categories, provide customer choice and enhance the profit margins.

Sigma is working on integrating its businesses together following the merger with Chemist Warehouse. It's expecting to achieve synergy benefits of $100 million by year four, up from the previously-expected $60 million of benefits. This is expected to support EBIT margins.

The business continues to go from strength to strength with its trading. It's working on achieving opening new network stores in under-penetrated local and offshore markets.

In the first quarter of FY26, total Chemist Warehouse network sales were up 17.9% and like-for-like sales growth was 14.7%.

According to the forecast on CMC Markets, the Sigma Healthcare share price is valued at 42x FY27's estimated earnings, at the time of writing.

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 positions in and has recommended Xero. The Motley Fool Australia has positions in and has recommended Xero. 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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