Reece

Digital Transformation Will Leverage Urbanization And Sustainable Demand

AnalystHighTarget

Not Invested

Community Contributor

Published

29 Jun 25

Updated

12 Dec 25

n/a

AnalystHighTarget's Fair Value

n/a

-47.2%

1.2%

-47.2%

1.2%

You can edit this narrative until Dec 13 1:03 PM. Then, changes will post as Updates.

Author's Valuation

AU$14.0410.5% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

Shared on 12 Dec 25

Fair value Decreased 28%

REH: Share Buyback Will Support Margins And Future Earnings Power

Analysts have lowered their price target on Reece from approximately $19.52 to $14.04. This reflects a more cautious view on margins and valuation multiples, even as revenue growth expectations improve.

AnalystHighTarget Fair Value

AU$14.04

10.5% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

4.58%

Trade Distributors revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.02%

Calculation

AU$452.56m

Earnings '28

25.21x

PE Ratio '28

AU$11.41b

Market Cap '28

AU$11.41b

Market Cap '28

645.99m

No. shares '28

AU$17.66

Share Price '28

AU$17.66 Share Price '28

Discounted to 2025 @ 8.02% p.a.

AU$14.01

Fair Value '25