Australia's Urbanisation And Surging E-Commerce Will Fuel Prime Asset Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

15.0%

7D

-2.8%

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1Y

15.0%

7D

-2.8%

You can edit this narrative until Nov 28 6:05 AM. Then, changes will post as Updates.

Author's Valuation

AU$5.825.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

Fair value Increased 0.48%

GPT: Stable Outlook Will Reflect Improved Revenue but Lower Profit Margins

Analysts have raised their price target for GPT Group from $5.79 to $5.82, citing improved revenue growth estimates and a slightly lower discount rate. This change comes despite a modest reduction in expected profit margin.

Shared on 12 Nov 25

Fair value Increased 1.87%

GPT: Improved Profit Margin Forecasts Will Support Fair Value Outlook

Analysts have raised their price target on GPT Group from $5.68 to $5.79. They cited improved profit margin forecasts and a slight uptick in revenue growth expectations as key factors behind the revision.

Shared on 26 Sep 25

Fair value Increased 1.74%

GPT Group’s consensus analyst price target and future P/E both saw only marginal increases, indicating analysts maintain a steady outlook on the company’s valuation, with fair value moving slightly higher from A$5.58 to A$5.68. Valuation Changes Summary of Valuation Changes for GPT Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$5.58 to A$5.68.

Shared on 05 Sep 25

Fair value Increased 0.27%

GPT Group’s consensus price target was marginally revised upward from A$5.57 to A$5.58, reflecting minimal change as both the discount rate and net profit margin remained essentially stable. Valuation Changes Summary of Valuation Changes for GPT Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$5.57 to A$5.58.

Shared on 01 May 25

Fair value Increased 6.69%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 0.98%

AnalystConsensusTarget has increased revenue growth from 0.7% to 1.3% and decreased future PE multiple from 18.0x to 15.9x.

AnalystConsensusTarget Fair Value

AU$5.82

5.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.45%

REITS revenue growth rate

0.11%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

6.97%

Calculation

AU$755.76m

Earnings '28

x

18.03x

PE Ratio '28

=

AU$13.63b

Market Cap '28

AU$13.63b

Market Cap '28

/

1.92b

No. shares '28

=

AU$7.11

Share Price '28

AU$7.11 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

AU$5.81

Fair Value '25