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Analyst Price Targets
Reece Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | AU$16.54 |
| 52주 최고가 | AU$17.63 |
| 52주 최저가 | AU$10.14 |
| 베타 | 1.06 |
| 1개월 변동 | 4.49% |
| 3개월 변동 | 21.17% |
| 1년 변동 | 17.56% |
| 3년 변동 | -15.57% |
| 5년 변동 | -21.43% |
| IPO 이후 변동 | 5,954.17% |
최근 뉴스 및 업데이트
분석 기사 • Jul 23
Is There Now An Opportunity In Reece Limited (ASX:REH)?
Reece Limited ( ASX:REH ), might not be a large cap stock, but it saw a significant share price rise of 25% in the past...
내러티브 업데이트 • Jun 17
REH: Structural Breakout Pattern Will Support Future Upside Potential
Analysts have kept their A$18.00 price target for Reece unchanged, with modest tweaks to revenue growth, profit margin and discount rate assumptions following recent research that includes a downgrade from Goldman Sachs. What’s in the News for Reece Technical analysts highlight Reece Limited as approaching a major structural breakout level after a prolonged consolidation phase linked to softer residential construction activity, according to recent coverage titled “Reece Limited (ASX:REH): Building Products Leader Approaches Major Structural Breakout.” The stock is reported to be forming a large scale Inverse Head & Shoulders pattern, which chart watchers often view as a potential signal of a shift in longer term price behavior.
내러티브 업데이트 • Jun 02
REH: Future Margins And Earnings Multiples Will Likely Compress Further
Analysts have trimmed their price target for Reece to A$10.79 from A$10.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News No recent company specific news or key developments for Reece are provided in the available sources at this time.Recent updates
분석 기사 • Jul 23
Is There Now An Opportunity In Reece Limited (ASX:REH)?
Reece Limited ( ASX:REH ), might not be a large cap stock, but it saw a significant share price rise of 25% in the past...내러티브 업데이트 • Jun 17
REH: Structural Breakout Pattern Will Support Future Upside Potential
Analysts have kept their A$18.00 price target for Reece unchanged, with modest tweaks to revenue growth, profit margin and discount rate assumptions following recent research that includes a downgrade from Goldman Sachs. What’s in the News for Reece Technical analysts highlight Reece Limited as approaching a major structural breakout level after a prolonged consolidation phase linked to softer residential construction activity, according to recent coverage titled “Reece Limited (ASX:REH): Building Products Leader Approaches Major Structural Breakout.” The stock is reported to be forming a large scale Inverse Head & Shoulders pattern, which chart watchers often view as a potential signal of a shift in longer term price behavior.내러티브 업데이트 • Jun 02
REH: Future Margins And Earnings Multiples Will Likely Compress Further
Analysts have trimmed their price target for Reece to A$10.79 from A$10.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News No recent company specific news or key developments for Reece are provided in the available sources at this time.
내러티브 업데이트 • May 05
REH: FY26 EBIT Guidance And Dividend Track Will Support Rerating Potential
Analysts have trimmed their price target for Reece to A$15.03 from A$15.61, reflecting slightly more cautious assumptions around discount rates, revenue growth, margins and future P/E multiples, in line with recent Street research downgrades. Analyst Commentary Street research around the latest price target trim highlights a mix of optimism on Reece’s long term opportunity and caution on how much investors should be paying for that story today.내러티브 업데이트 • Apr 21
REH: FY26 EBIT Guidance And Dividend Will Support Future Upside Potential
Analysts have kept Reece's fair value estimate steady at A$18.00, citing small adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions following recent mixed research views from major brokers. Analyst Commentary Recent Street research on Reece has been mixed, with one major global bank moving to a more cautious stance while another large broker took a more constructive view earlier in the year.내러티브 업데이트 • Apr 06
REH: Upgraded Views And FY26 Guidance Will Support Future Upside Potential
Analysts have adjusted their view on Reece, with the consensus fair value estimate moving from A$16.60 to A$18.00. This points to expectations of slightly stronger revenue growth, a modestly lower profit margin, a higher discount rate and a lower future P/E.내러티브 업데이트 • Mar 23
REH: FY26 EBIT Guidance And Dividend Outlook Will Support Rerating Potential
Analysts have lifted the price target for Reece to A$15.61 from A$15.43, reflecting updated views on revenue growth, margins and P/E assumptions following recent research updates from major brokers. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent upgrade as a sign that updated revenue and margin assumptions can support the revised A$15.61 price target without relying on aggressive P/E multiples.내러티브 업데이트 • Mar 09
REH: Future Earnings Delivery And Capital Returns Will Shape Balanced Outlook
Analysts have raised their price target on Reece from A$11.82 to about A$15.43, citing updated assumptions around revenue growth, profit margins, fair value, and future P/E multiples reflected in recent Street research. Analyst Commentary Recent Street research on Reece reflects a mix of optimism and caution, with analysts updating their assumptions on revenue growth, profitability, and the multiples they are willing to pay for the stock.내러티브 업데이트 • Feb 23
REH: Higher P/E And Buyback Activity Will Support Balanced Future Returns
Analysts have lifted their price target on Reece from A$16.00 to A$16.60, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E after recent research coverage changes. Analyst Commentary Recent research updates on Reece point to a more constructive tone from bullish analysts, who are focusing on how the company might justify a higher valuation through execution and earnings quality rather than short term trading moves.분석 기사 • Feb 14
What Is Reece Limited's (ASX:REH) Share Price Doing?
Reece Limited ( ASX:REH ), might not be a large cap stock, but it saw a significant share price rise of 37% in the past...내러티브 업데이트 • Feb 08
REH: Higher P/E And Buyback Plan Will Support Bullish Case
Analysts have raised their price target for Reece from A$15.59 to A$16.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following recent research activity. Analyst Commentary Recent research activity on Reece reflects a mix of fresh coverage and more positive stances, with analysts updating their assumptions around fair value, discount rates, revenue growth, profit margins and future P/E multiples.분석 기사 • Jan 31
Estimating The Intrinsic Value Of Reece Limited (ASX:REH)
Key Insights Reece's estimated fair value is AU$15.01 based on 2 Stage Free Cash Flow to Equity Reece's AU$14.80 share...내러티브 업데이트 • Jan 25
REH: Higher P/E Expectations Will Support Bullish Case Following Neutral Initiation
Analysts have lifted their price target on Reece to A$15.59 from A$14.04, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple in line with recent Street research, including Jefferies' neutral initiation. Analyst Commentary Recent research has focused on how Reece's current share price lines up with analysts' revised assumptions for revenue, margins, and valuation multiples.분석 기사 • Jan 17
Reece (ASX:REH) Has Some Way To Go To Become A Multi-Bagger
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...내러티브 업데이트 • Jan 10
REH: Buyback And Index Change Will Shape Margins And Earnings Outlook
Analysts have inched up their price target for Reece to A$14.04 from A$14.04, reflecting small adjustments to fair value, discount rate assumptions, revenue growth expectations and profit margin forecasts, along with a slightly lower future P/E multiple. What's in the News Reece Limited (ASX:REH) authorized a share repurchase program on November 27, 2025, with capacity to buy back up to A$35 million of shares, funded from existing cash and debt facilities, with the program running until December 11, 2026 (company announcement).내러티브 업데이트 • Dec 26
REH Will Face Weaker Margins Despite Expanded Share Buyback Program
Analysts have trimmed their price target on Reece from 12.50 dollars to 10.00 dollars, reflecting slightly higher perceived risk, a modestly stronger revenue growth outlook, and expectations for lower profit margins and valuation multiples. What's in the News Reece increased its equity buyback authorization by AUD 50 million on December 22, 2025, lifting the total program size to AUD 85 million (company announcement).분석 기사 • Dec 20
Investor Optimism Abounds Reece Limited (ASX:REH) But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 24.7x Reece Limited ( ASX:REH ) may be sending bearish signals at the...내러티브 업데이트 • Dec 12
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.분석 기사 • Nov 13
At AU$10.95, Is Reece Limited (ASX:REH) Worth Looking At Closely?
Reece Limited ( ASX:REH ), is not the largest company out there, but it saw significant share price movement during...분석 기사 • Oct 28
Estimating The Fair Value Of Reece Limited (ASX:REH)
Key Insights The projected fair value for Reece is AU$14.66 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Oct 08
Reece (ASX:REH) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Sep 22
Reece (ASX:REH) Has Announced A Dividend Of A$0.1186
Reece Limited ( ASX:REH ) has announced that it will pay a dividend of A$0.1186 per share on the 22nd of October. The...분석 기사 • Sep 06
Some Reece Limited (ASX:REH) Shareholders Look For Exit As Shares Take 25% Pounding
Unfortunately for some shareholders, the Reece Limited ( ASX:REH ) share price has dived 25% in the last thirty days...내러티브 업데이트 • Aug 26
Acquiring Shadowboxer And Opening New Branches Will Improve Customer Experience
Despite an upgrade in consensus revenue growth forecasts, a notable decline in expected net profit margins has led analysts to lower Reece’s fair value estimate from A$15.30 to A$12.98. What's in the News Reece declared a final dividend of 11.86 cents per share fully franked, bringing total dividends for Fiscal Year 2025 to 18.36 cents per share, down from 25.75 cents per share in the previous fiscal year.
새로운 내러티브 • Feb 09
Expanding Networks And Digital Investments Will Boost Operational Excellence Amid Market Challenges
Expansion and network enhancement in the U.S. and ANZ, including new distribution centers, are expected to drive sales and streamline operations.주주 수익률
| REH | AU Trade Distributors | AU 시장 | |
|---|---|---|---|
| 7D | -4.1% | -0.07% | -1.0% |
| 1Y | 17.6% | -2.1% | -0.1% |
수익률 대 산업: REH은 지난 1년 동안 -2.1%의 수익을 기록한 Australian Trade Distributors 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: REH은 지난 1년 동안 -0.1%를 기록한 Australian 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| REH volatility | |
|---|---|
| REH Average Weekly Movement | 4.3% |
| Trade Distributors Industry Average Movement | 6.1% |
| Market Average Movement | 9.7% |
| 10% most volatile stocks in AU Market | 16.8% |
| 10% least volatile stocks in AU Market | 3.9% |
안정적인 주가: REH는 지난 3개월 동안 Australian 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: REH의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1919 | 9,000 | Peter Wilson | www.reece.com.au |
Reece Limited는 호주, 뉴질랜드, 미국의 상업 및 주거용 고객에게 배관, 상수도, 난방, 환기, 공조 및 냉장 제품을 유통하는 회사입니다. 이 회사는 또한 관개 및 수영장, 소방 제품도 제공합니다. 이 회사의 제품에는 수도꼭지 및 액세서리, 세면대 및 거울, 샤워기, 화장실, 세면대, 욕조 및 스파, 파이프 및 부속품, 싱크대 및 통, 온수 시스템, 욕실 및 주방 가전, 난방 및 냉방, 관개 및 수영장, 펌프 및 정수 시스템, 공구 및 밸브 등이 포함됩니다.
Reece Limited 기초 지표 요약
| REH 기초 통계 | |
|---|---|
| 시가총액 | AU$10.17b |
| 순이익 (TTM) | AU$280.28m |
| 매출 (TTM) | AU$9.22b |
36.3x
주가수익비율(P/E)1.1x
주가매출비율(P/S)REH는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| REH 손익계산서 (TTM) | |
|---|---|
| 매출 | AU$9.22b |
| 매출원가 | AU$6.60b |
| 총이익 | AU$2.62b |
| 기타 비용 | AU$2.34b |
| 순이익 | AU$280.28m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
Aug 23, 2026
| 주당순이익(EPS) | 0.46 |
| 총이익률 | 28.39% |
| 순이익률 | 3.04% |
| 부채/자본 비율 | 32.6% |
REH의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.1%
현재 배당 수익률39%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/21 21:29 |
| 종가 | 2026/08/21 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Reece Limited는 20명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |