The ASX EOFY fire sale: CSL and 4 other stocks on a big discount

It’s getting to that time of year where the big coats get taken out of the wardrobe and dusted down, and seemingly every store on the planet starts bombarding you with their not-to-be-missed end of season sales.

But shoes and suits aren’t the only things on sale right now.

There’s a handful of big-name ASX companies that have been trading down throughout the financial year and could now represent big bargains for the savvy stock shopper.

To borrow a well-known supermarket catchphrase - "down down, prices are down". 

These are the ASX 200 shares that are down over both the last 12 months and in 2025 so far, but have been given a “Strong Buy” consensus rating according to TradingView’s screener.

So are they actually a good deal right now?

To belabour our clothing analogy, are these the items you buy at bargain prices but quickly become treasured members of your wardrobe, or are they the impulse purchases you come to regret and end up buried at the back of the closet?

Let’s find out.

1. Stanmore Resources Limited (ASX: SMR)

• YTD performance: -36.17%
• 1-year performance: -43.01%

Australian coal producer Stanmore recorded a solid March quarter, with production and sales slightly above Citi analyst expectations.

But net debt was up to US$146million from US$26 million at the end of last year, off the back of weak coal prices and the weather impacting Queensland operations.

This has pushed some capital expenditure into 2026, but an anticipated recovery in coal prices and its attractive dividend yield may make it a popular pick with investors.

As Seneca's Luke Laretive told Livewire earlier this year, the last time coal and iron ore prices declined like they did in 2024, we then saw strong price appreciation over the next couple of years.

2. Champion Iron Limited (ASX: CIA)

• YTD performance: -26.93%
• 1-year performance: -39.32%

CY25 revenue and EBIDTA were in line with consensus, while net income was down 37% YoY due to declining iron ore prices.

It announced a higher-than-expected final dividend (C$0.10), is due to complete its DRPF plant this year and should produce higher premiums going forward.

CIA remains an Outperform according to Macquarie analysts and a Buy according to Citi, with a price target of $7.30. Todd Warren from Tribeca Investment Partners also included it as one of his contrarian calls for 2025.

3. CSL Limited (ASX: CSL)

• YTD performance: -12.11%
• 1-year performance: -12.87%

With half its revenue coming from the US, ASX heavyweight CSL has suffered in 2025 due to the ongoing tariff uncertainty, as well as President Trump’s Most Favoured Nation (MFN) drug pricing policy and proposed cuts to Medicare.

But strong growth for its core product, immunoglobulins (IG), and improved gross margin mean its recent de-rate was unwarranted, according to analysts.

Morgan Stanley remains an overweight rating for CSL, and Goldman Sachs maintains a Buy rating. It argues CSL is “well positioned to navigate potential changes to its operating environment” and positive news on tariffs and drug pricing could lead to a multiple re-rate.

4. NextDC Limited (ASX: NXT)

• YTD performance: -11.16%
• 1-year performance: -24.45%

Australian data centre operator NextDC has been aggressive in its expansion over the last few years. But it’s had little impact on share price growth over the last 12 months, with the stock down almost 25% after large expenditures failed to lead to much in the way of revenue growth.

But UBS analysts have assuaged wider investor concern over NXT’s elevated EV/EBITDA multiple by pointing to its large capex on land banking and site fit-outs, with contracted MW (megawatts) already covering 100% of revenue growth over the next 3 years.

Adam Dawes from Shaw and Partners included NXT in Livewire’s recent high-growth portfolio challenge as a company with strong structural and narrative tailwinds.

It remains a Buy according to UBS and Citi, with the former targeting a 12-month price of $19.80.

5. Yancoal Australia Limited (ASX: YAL)

• YTD performance: -19.29%
• 1-year performance: -19.79%

Yancoal is the second-biggest coal miner on the ASX, but has suffered over the last year or so as coal prices have slumped to four-year lows. Its after-tax profits also dropped 38% YoY in 2024 as the result of an almost half-a-billion dollar tax bill.

But with almost $2 billion to spend on acquisitions, Yancoal could be well-positioned to expand its operations not only outside of Australia, but outside of coal.