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Network Expansion And Digital Investments Will Unlock Long-Term Demand

Published
09 Feb 25
Updated
26 Aug 25
AnalystConsensusTarget's Fair Value
AU$11.82
11.8% undervalued intrinsic discount
04 Sep
AU$10.42
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1Y
-60.8%
7D
-6.6%

Author's Valuation

AU$11.8

11.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 Aug 25
Fair value Decreased 23%

Despite an upgrade in consensus revenue growth forecasts, a notable decline in expected net profit margins has led analysts to lower Reece’s fair value estimate from A$15.30 to A$12.98. What's in the News Reece declared a final dividend of 11.86 cents per share fully franked, bringing total dividends for Fiscal Year 2025 to 18.36 cents per share, down from 25.75 cents per share in the previous fiscal year.

Shared on01 May 25
Fair value Decreased 14%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 12%

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 1.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 9.79%

AnalystConsensusTarget has increased revenue growth from 3.2% to 5.1% and decreased future PE multiple from 33.8x to 29.3x.