Temple & Webster Group

Australian Online Home Markets And AI Will Create Opportunity

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Feb 25

Updated

11 Dec 25

Views

62

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-3.1%

7D

-7.6%

Loading

1Y

-3.1%

7D

-7.6%

You can edit this narrative until Dec 12 4:05 PM. Then, changes will post as Updates.

Author's Valuation

AU$21.1939.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Decreased 1.04%

TPW: Private Label Moat Will Support Future E-Commerce Market Share Gains

Analysts made a modest downward revision to their price target for Temple & Webster Group to A$27.65, reflecting a slightly higher discount rate and marginally softer long term growth assumptions, while still highlighting the company's expanding e commerce penetration and differentiated private label offering as key drivers of value. Analyst Commentary Bullish analysts emphasize that the reiterated Buy rating and A$27.65 price target signal continued confidence in Temple and Webster Group’s ability to execute on its growth strategy, even with slightly more conservative long term assumptions.

Shared on 27 Nov 25

Fair value Decreased 22%

TPW: Private Label Approach Will Build Competitive E-Commerce Moat

The analyst price target for Temple & Webster Group has been revised downward from $27.39 to $21.41. Analysts have moderated their outlook due to revised growth and margin assumptions, while still highlighting the company's differentiated private label strategy as a key strength.

Shared on 15 Aug 25

Fair value Increased 30%

Analysts have slightly raised their price target for Temple & Webster Group to A$23.76, reflecting moderate optimism despite trimmed earnings expectations and lingering concerns about investors paying up for uncertain long-term growth. Analyst Commentary Despite a solid trading update, earnings expectations were reduced to align with the mid-point of FY26 guidance.

Shared on 01 May 25

Fair value Increased 22%

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

Fair value Decreased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 1.56%

AnalystConsensusTarget Fair Value

AU$21.19

39.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

14.97%

Specialty Stores revenue growth rate

0.29%

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

7.99%

Calculation

AU$42.29m

Earnings '28

x

74.49x

PE Ratio '28

=

AU$3.15b

Market Cap '28

AU$3.15b

Market Cap '28

/

118.71m

No. shares '28

=

AU$26.54

Share Price '28

AU$26.54 Share Price '28

Discounted to 2025 @ 8.01% p.a.

=

AU$21.06

Fair Value '25