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REH logo

Reece LimitedASX:REH Voorraadrapport

Marktkapitalisatie AU$7.1b
Prijs aandeel
AU$11.57
Mijn reële waarde
n.v.t.
1Y-49.5%
7D-4.8%
Portefeuillewaarde
​
Bekijk

Reece Limited

ASX:REH Voorraadrapport

Marktkapitalisatie: AU$7.1b

Reece (REH) Aandelenoverzicht

Reece Limited houdt zich bezig met de distributie van loodgieters-, waterleiding-, verwarmings-, ventilatie-, airconditioning- en koelingsproducten aan commerciële en particuliere klanten in Australië, Nieuw-Zeeland en de Verenigde Staten. Meer informatie

Beloningen

Verhandeld tegen 20.7% onder onze schatting van de reële waarde

De winst zal naar verwachting met 9.3% per jaar groeien

Risicoanalyse

Geen risico's gedetecteerd voor REH uit onze risicocontroles.

REH Community Fair Values

Create Narrative

See what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.

REH logo
Reece

Digital Transformation Will Leverage Urbanization And Sustainable Demand

Key Takeaways Accelerated digital innovation, U.S. expansion, and industry consolidation position Reece for stronger margins, efficiency gains, and outsized growth compared to consensus expectations. Focus on premium, sustainable products and experienced leadership is expected to drive higher profitability, operational excellence, and resilience against macroeconomic headwinds.
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AU$19.52
FV
40.7% ondergewaardeerd intrinsieke korting
5.26%
Revenue growth p.a.
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Reece

Inflation And Digital Shift Will Erode US And ANZ Margins

Key Takeaways Prolonged industry headwinds and digital disruption threaten Reece's market share, pricing power, and top-line revenue across its core geographies. Complex U.S. expansion, elevated debt, and persistent supply chain challenges risk prolonged margin pressure and unstable long-term profitability.
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AU$12.5
FV
7.4% ondergewaardeerd intrinsieke korting
3.24%
Revenue growth p.a.
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Reece

Network Expansion And Digital Investments Will Unlock Long-Term Demand

Key Takeaways Strategic investments in network, digital, and product innovation position Reece to capture emerging demand and benefit from premium, eco-friendly market trends. Expansion in the U.S. and focus on operational efficiency offer future growth opportunities as market conditions recover, supporting higher margins and recurring revenue.
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AU$11.82
FV
2.1% ondergewaardeerd intrinsieke korting
3.08%
Revenue growth p.a.
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6users have followed this narrative
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Draganfly

America Wants Homegrown Drones — Draganfly Is Ready to Deliver

Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.Read more

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US$9.21
18.9% overgewaardeerd intrinsieke korting
Jolt_Communications Fair Value
Revenue growth
64.98% p.a.
Profit Margin
15%
Future PE
35x
Share price in 2030
US$14.83

Reece Limited Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Reece
Historische aandelenkoersen
Huidige aandelenkoersAU$11.57
52 Week HoogtepuntAU$26.23
52 Week LaagAU$10.14
Bèta0.80
1 maand verandering2.48%
3 maanden verandering-12.41%
1 Jaar Verandering-49.48%
3 jaar verandering-23.58%
5 jaar verandering-17.59%
Verandering sinds IPO4,134.99%

Recent nieuws en updates

Estimating The Fair Value Of Reece Limited (ASX:REH)

Oct 28
Estimating The Fair Value Of Reece Limited (ASX:REH)

Reece (ASX:REH) Seems To Use Debt Quite Sensibly

Oct 08
Reece (ASX:REH) Seems To Use Debt Quite Sensibly

Recent updates

Estimating The Fair Value Of Reece Limited (ASX:REH)

Oct 28
Estimating The Fair Value Of Reece Limited (ASX:REH)

Reece (ASX:REH) Seems To Use Debt Quite Sensibly

Oct 08
Reece (ASX:REH) Seems To Use Debt Quite Sensibly

Reece (ASX:REH) Has Announced A Dividend Of A$0.1186

Sep 22
Reece (ASX:REH) Has Announced A Dividend Of A$0.1186

Some Reece Limited (ASX:REH) Shareholders Look For Exit As Shares Take 25% Pounding

Sep 06
Some Reece Limited (ASX:REH) Shareholders Look For Exit As Shares Take 25% Pounding

What Is Reece Limited's (ASX:REH) Share Price Doing?

Aug 10
What Is Reece Limited's (ASX:REH) Share Price Doing?

An Intrinsic Calculation For Reece Limited (ASX:REH) Suggests It's 25% Undervalued

Jul 27
An Intrinsic Calculation For Reece Limited (ASX:REH) Suggests It's 25% Undervalued

Reece Limited's (ASX:REH) Popularity With Investors Is Under Threat From Overpricing

Jun 17
Reece Limited's (ASX:REH) Popularity With Investors Is Under Threat From Overpricing

The Returns At Reece (ASX:REH) Aren't Growing

May 12
The Returns At Reece (ASX:REH) Aren't Growing

Is Reece Limited (ASX:REH) Potentially Undervalued?

Apr 28
Is Reece Limited (ASX:REH) Potentially Undervalued?

Reece Limited (ASX:REH) Shares Could Be 41% Below Their Intrinsic Value Estimate

Apr 12
Reece Limited (ASX:REH) Shares Could Be 41% Below Their Intrinsic Value Estimate

Reece Limited's (ASX:REH) 27% Share Price Plunge Could Signal Some Risk

Mar 05
Reece Limited's (ASX:REH) 27% Share Price Plunge Could Signal Some Risk
User avatar

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.

Do Reece's (ASX:REH) Earnings Warrant Your Attention?

Jan 31
Do Reece's (ASX:REH) Earnings Warrant Your Attention?

Subdued Growth No Barrier To Reece Limited's (ASX:REH) Price

Jan 19
Subdued Growth No Barrier To Reece Limited's (ASX:REH) Price

What Does Reece Limited's (ASX:REH) Share Price Indicate?

Jan 07
What Does Reece Limited's (ASX:REH) Share Price Indicate?

These 4 Measures Indicate That Reece (ASX:REH) Is Using Debt Reasonably Well

Dec 18
These 4 Measures Indicate That Reece (ASX:REH) Is Using Debt Reasonably Well

Returns At Reece (ASX:REH) Appear To Be Weighed Down

Nov 22
Returns At Reece (ASX:REH) Appear To Be Weighed Down

Is Reece Limited (ASX:REH) Expensive For A Reason? A Look At Its Intrinsic Value

Nov 11
Is Reece Limited (ASX:REH) Expensive For A Reason? A Look At Its Intrinsic Value

Some Confidence Is Lacking In Reece Limited's (ASX:REH) P/E

Oct 19
Some Confidence Is Lacking In Reece Limited's (ASX:REH) P/E

Here's Why We Think Reece (ASX:REH) Is Well Worth Watching

Sep 25
Here's Why We Think Reece (ASX:REH) Is Well Worth Watching

Is Reece (ASX:REH) A Risky Investment?

Sep 01
Is Reece (ASX:REH) A Risky Investment?

Reece (ASX:REH) Is Experiencing Growth In Returns On Capital

Aug 15
Reece (ASX:REH) Is Experiencing Growth In Returns On Capital

Why Reece Limited (ASX:REH) Could Be Worth Watching

Jul 17
Why Reece Limited (ASX:REH) Could Be Worth Watching

Earnings Not Telling The Story For Reece Limited (ASX:REH)

Jul 04
Earnings Not Telling The Story For Reece Limited (ASX:REH)

Reece Limited's (ASX:REH) Intrinsic Value Is Potentially 26% Below Its Share Price

Jun 19
Reece Limited's (ASX:REH) Intrinsic Value Is Potentially 26% Below Its Share Price

Reece (ASX:REH) Is Doing The Right Things To Multiply Its Share Price

May 08
Reece (ASX:REH) Is Doing The Right Things To Multiply Its Share Price

Is Reece (ASX:REH) A Risky Investment?

Apr 11
Is Reece (ASX:REH) A Risky Investment?

Is Now An Opportune Moment To Examine Reece Limited (ASX:REH)?

Mar 27
Is Now An Opportune Moment To Examine Reece Limited (ASX:REH)?

There's Reason For Concern Over Reece Limited's (ASX:REH) Massive 27% Price Jump

Feb 27
There's Reason For Concern Over Reece Limited's (ASX:REH) Massive 27% Price Jump

Are Reece Limited (ASX:REH) Investors Paying Above The Intrinsic Value?

Feb 17
Are Reece Limited (ASX:REH) Investors Paying Above The Intrinsic Value?

Reece Limited's (ASX:REH) Price Is Out Of Tune With Earnings

Dec 28
Reece Limited's (ASX:REH) Price Is Out Of Tune With Earnings

There Are Reasons To Feel Uneasy About Reece's (ASX:REH) Returns On Capital

Dec 12
There Are Reasons To Feel Uneasy About Reece's (ASX:REH) Returns On Capital

Reece (ASX:REH) Seems To Use Debt Quite Sensibly

Nov 18
Reece (ASX:REH) Seems To Use Debt Quite Sensibly

A Look At The Fair Value Of Reece Limited (ASX:REH)

Oct 18
A Look At The Fair Value Of Reece Limited (ASX:REH)

Investors Could Be Concerned With Reece's (ASX:REH) Returns On Capital

Sep 10
Investors Could Be Concerned With Reece's (ASX:REH) Returns On Capital

Do Reece's (ASX:REH) Earnings Warrant Your Attention?

Jun 27
Do Reece's (ASX:REH) Earnings Warrant Your Attention?

Reece (ASX:REH) Seems To Use Debt Quite Sensibly

Apr 14
Reece (ASX:REH) Seems To Use Debt Quite Sensibly

Is Now The Time To Put Reece (ASX:REH) On Your Watchlist?

Mar 27
Is Now The Time To Put Reece (ASX:REH) On Your Watchlist?

Here's Why We Think Reece (ASX:REH) Might Deserve Your Attention Today

Dec 24
Here's Why We Think Reece (ASX:REH) Might Deserve Your Attention Today

We Think Reece (ASX:REH) Can Stay On Top Of Its Debt

Oct 30
We Think Reece (ASX:REH) Can Stay On Top Of Its Debt

Reece (ASX:REH) Will Pay A Larger Dividend Than Last Year At A$0.15

Sep 30
Reece (ASX:REH) Will Pay A Larger Dividend Than Last Year At A$0.15

Here's Why We Think Reece (ASX:REH) Might Deserve Your Attention Today

Sep 17
Here's Why We Think Reece (ASX:REH) Might Deserve Your Attention Today

Reece (ASX:REH) Is Paying Out A Larger Dividend Than Last Year

Sep 01
Reece (ASX:REH) Is Paying Out A Larger Dividend Than Last Year

Rendement voor aandeelhouders

REHAU Trade DistributorsAU Markt
7D-4.8%-1.6%-1.5%
1Y-49.5%-12.4%9.4%

Rendement versus industrie: REH presteerde slechter dan de Australian Trade Distributors -sector, die het afgelopen jaar een rendement van -12.4 % opleverde.

Rendement versus markt: REH presteerde slechter dan Australian Market, dat het afgelopen jaar een rendement van 9.4 % opleverde.

Prijsvolatiliteit

Is REH's price volatile compared to industry and market?
REH volatility
REH Average Weekly Movement7.7%
Trade Distributors Industry Average Movement6.0%
Market Average Movement9.6%
10% most volatile stocks in AU Market20.2%
10% least volatile stocks in AU Market3.5%

Stabiele aandelenkoers: REH heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Australian markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van REH is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
19199,001Peter Wilsonwww.reece.com.au

Reece Limited houdt zich bezig met de distributie van sanitair, waterleiding, verwarming, ventilatie, airconditioning en koelproducten aan commerciële en particuliere klanten in Australië, Nieuw-Zeeland en de Verenigde Staten. Het bedrijf biedt ook irrigatie en zwembaden, en brand producten. De producten omvatten tapgerei en accessoires; wastafels en spiegels; douches; toiletten; wastafels; baden en spa's; buizen en fittingen; gootstenen en troggen; warmwatersystemen; badkamer- en keukenapparatuur; verwarming en koeling; irrigatie en zwembaden; pompen en waterfiltersystemen; gereedschap; en kleppen.

Reece Limited Samenvatting

Hoe verhouden de winst en inkomsten van Reece zich tot de beurswaarde?
REH fundamentele statistieken
MarktkapitalisatieAU$7.15b
Inkomsten(TTM)AU$316.94m
Inkomsten(TTM)AU$8.98b
22.6x
Koers/Winstverhouding
0.8x
P/S-verhouding

Is REH overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
REH resultatenrekening (TTM)
InkomstenAU$8.98b
Kosten van inkomstenAU$6.42b
BrutowinstAU$2.56b
Overige uitgavenAU$2.24b
InkomstenAU$316.94m

Laatst gerapporteerde inkomsten

Jun 30, 2025

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)0.51
Brutomarge28.49%
Nettowinstmarge3.53%
Schuld/Eigen Vermogen Verhouding21.4%

Hoe presteerde REH op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

1.6%
Huidig dividendrendement
37%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2025/11/03 21:03
Aandelenkoers aan het einde van de dag2025/11/03 00:00
Inkomsten2025/06/30
Jaarlijkse inkomsten2025/06/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren, zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen voor het gebruik van onze rapporten en tutorials op Youtube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Reece Limited wordt gevolgd door 20 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Brook Campbell-CrawfordBarrenjoey Markets Pty Limited
Benjamin BrayshawBarrenjoey Markets Pty Limited
Nicholas McGarrigleBarrenjoey Markets Pty Limited