These ASX 200 shares could be no-brainer buys

Brokers see upside of 18% to 34% for these top stocks.

| More on:

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

Every so often, investors overcomplicate things. They look for perfect timing, hidden gems, or clever angles, whereas some of the best opportunities come from owning outstanding businesses that have already proven themselves.

Within the ASX 200, there are shares with long track records, clear demand drivers, and business models built to endure.

Here are two ASX 200 shares that stand out as no-brainer buys for long-term investors.

A young man talks tech on his phone while looking at a laptop with a financial graph superimposed across the image.

Image source: Getty Images

Goodman Group (ASX: GMG)

Goodman Group could be a no-brainer buy at current prices, especially given how it has quietly become one of the most strategically important property businesses on the ASX.

Its focus on industrial, logistics, and data centre assets places it directly behind long-term structural trends such as ecommerce, supply chain optimisation, and digital infrastructure growth. These are not short-term themes. They are reshaping how goods and data move around the world.

What makes Goodman particularly compelling is its ability to combine property ownership with development and funds management. This allows it to recycle capital, grow earnings, and expand globally without relying solely on rising property values. For investors, that creates a powerful mix of stability and growth potential.

Morgan Stanley is a big fan of the company and sees a lot of value in its shares. Its analysts currently have an overweight rating and $41.50 price target on them. Based on its current share price of $30.94, this implies potential upside of 34% for investors over the next 12 months.

Macquarie Group Ltd (ASX: MQG)

Another ASX 200 share that could be a no-brainer buy for Aussie investors is Macquarie Group.

Unlike traditional banks, Macquarie operates across asset management, infrastructure investment, commodities, and financial services. This diversification allows it to perform across different market environments and pivot as opportunities change.

A key strength is Macquarie's disciplined approach to risk and capital allocation. The group has shown a willingness to exit businesses when returns no longer stack up and redeploy capital into higher-quality opportunities. Over time, that mindset has helped it navigate volatility and continue growing shareholder value.

For investors seeking exposure to global markets and infrastructure through a well-managed ASX share, Macquarie stands out.

The team at Ord Minnett is feeling bullish about this ASX 200 share. Late last year, the broker upgraded Macquarie's shares to a buy rating with a $255.00 price target. Based on its current share price of $215.19, this suggests that upside of 18.5% is possible for investors between now and this time next year.

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

More on Blue Chip Shares

Couple on their laptop in their home kitchen.
Blue Chip Shares

Telstra vs NAB: Which ASX blue chip is the better buy?

I'm tipping Telstra over NAB for a better balance of income, franking, and recent share price momentum right now.

Read more »

Time to sell written on a clock.
Broker Notes

Sell alert! Why this expert is calling time on Woolworths and CBA shares

A leading expert believes investors would do well to exit their Woolworths and CBA share holdings. But why?

Read more »

Person holding a blue chip.
Blue Chip Shares

2 ASX blue-chip shares offering big dividend yields

These stocks could provide investors with pleasing passive income.

Read more »

Sad man sitting at desk and grabbing his head as he looks at a laptop.
Blue Chip Shares

Top 3 ASX shares I'd buy after the most recent sell-off

Three ideas while the market is nervous.

Read more »

Elder woman typing on her laptop.
Blue Chip Shares

2 ASX blue-chip shares offering big dividend yields

These stocks are providing investors with pleasing dividends…

Read more »

A young woman holds her hand to her ear and leans sideways as if to listen to something that's surprising her as her eyes and her mouth are wide open.
Blue Chip Shares

Buy, hold, sell: BHP, CSL, CBA shares

Brokers have given their latest verdicts on these ASX shares.

Read more »

Man using his device in an airport.
Blue Chip Shares

Top 3 ASX shares to buy with $3,000 in September

Income, leverage and defence in one parcel.

Read more »

A U.S. Naval Ship (DDG) enters Sydney harbour.
Blue Chip Shares

Austal shares are surging. Is a bidding war brewing?

Two suitors, one American shipyard.

Read more »