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Capital Intensive Projects Will Suffer As E-Commerce Erodes Foot Traffic

Published
09 Feb 25
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
AU$4.18
2.4% undervalued intrinsic discount
27 Aug
AU$4.08
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1Y
18.6%
7D
2.8%

Author's Valuation

AU$4.2

2.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 8.13%

Despite a slightly weaker outlook for revenue growth, Scentre Group’s valuation multiple has expanded, leading analysts to raise their consensus price target from A$3.86 to A$4.16. What's in the News Scentre Group announced an ordinary dividend of AUD 0.08815 per share for the six months ended June 30, 2025.

Shared on01 May 25
Fair value Increased 2.24%

Shared on23 Apr 25
Fair value Increased 0.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget has decreased discount rate from 8.7% to 7.8%.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 1.99%

AnalystConsensusTarget has decreased revenue growth from -5.8% to -4.1%, decreased profit margin from 79.4% to 53.8% and increased future PE multiple from 14.8x to 20.2x.