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Bunnings, Kmart And Officeworks Digital Upgrades Will Spur Retail Revival

Published
09 Feb 25
Updated
16 Sep 25
AnalystConsensusTarget's Fair Value
AU$82.51
12.1% overvalued intrinsic discount
16 Sep
AU$92.47
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1Y
31.8%
7D
-0.05%

Author's Valuation

AU$82.5

12.1% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Sep 25
Fair value Increased 2.17%

The upward revision in Wesfarmers’ price target is primarily supported by modest improvements in both consensus revenue growth forecasts and future P/E multiples, resulting in a fair value increase to A$82.51. What's in the News Wesfarmers announced a proposed capital management initiative totalling $1.50 per share, expected to include a $1.10 per share capital component and a $0.40 per share fully-franked special dividend, pending ATO approval.

Shared on29 Aug 25
Fair value Increased 11%

The upward revision in Wesfarmers' consensus price target reflects improved revenue growth forecasts and a higher future P/E multiple, with fair value increasing from A$72.97 to A$80.14. Valuation Changes Summary of Valuation Changes for Wesfarmers The Consensus Analyst Price Target has risen from A$72.97 to A$80.14.

Shared on02 Aug 25
Fair value Increased 5.20%

The rise in Wesfarmers’ consensus price target reflects increased future earnings expectations, as evidenced by a higher projected P/E ratio, despite a rising discount rate; the fair value has been revised upward from A$69.36 to A$72.97. Valuation Changes Summary of Valuation Changes for Wesfarmers The Consensus Analyst Price Target has risen from A$69.36 to A$72.97.

Shared on23 Apr 25

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 made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 3.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.