REH Share Price Performance
AU$0
-24.30 (-100.00%)
Price AU$0
Fair ValueAU$19.52
Share Pricen/a
At AU$10.95, Is Reece Limited (ASX:REH) Worth Looking At Closely?
Nov 13
Reece Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 22 Fair Values set on narratives written by author
REH Community Narratives
AN
Fair Value AU$19.52 36.8% undervalued intrinsic discount
Digital Transformation Will Leverage Urbanization And Sustainable Demand
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
Fair Value AU$12.5 1.4% undervalued intrinsic discount
Inflation And Digital Shift Will Erode US And ANZ Margins
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value AU$11.82 4.4% overvalued intrinsic discount
Network Expansion And Digital Investments Will Unlock Long-Term Demand
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
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.Read more
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AU$11.82
4.4% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
3.08% p.a.
Profit Margin
3.96%
Future PE
24.72x
Price in 2028
AU$14.89
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.Read more
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
AU$19.52
36.8% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
5.26% p.a.
Profit Margin
5.3%
Future PE
28.55x
Price in 2028
AU$24.48
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.Read more
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AU$12.5
1.4% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
3.24% p.a.
Profit Margin
4.25%
Future PE
24.1x
Price in 2028
AU$15.66
Trending Discussion
Recently Updated Narratives
AN
Network Expansion And Digital Investments Will Unlock Long-Term Demand
Fair Value: AU$11.82 4.4% overvalued intrinsic discount
6 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Inflation And Digital Shift Will Erode US And ANZ Margins
Fair Value: AU$12.5 1.4% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Digital Transformation Will Leverage Urbanization And Sustainable Demand
Fair Value: AU$19.52 36.8% undervalued intrinsic discount
4 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Reece Limited Key Details
About REH
- Founded
- 1919
- Employees
- 9001
- CEO
- WebsiteView website
Reece Limited engages in the distribution of plumbing, waterworks, heating, ventilation, air-conditioning, and refrigeration products to commercial and residential customers in Australia, New Zealand, and the United States. The company also offers irrigation and pools, and fire products. Its products include tapware and accessories; vanities and mirrors; showers; toilets; basins; baths and spas; pipe and fittings; sinks and troughs; hot water systems; bathroom and kitchen appliances; heating and cooling; irrigation and pools; pumps and water filtration systems; tools; and valves. The company serves customers in the trade, retail, commercial, and infrastructure markets. The company was formerly known as Reece Australia Limited and changed its name to Reece Limited in November 2015. Reece Limited was founded in 1919 and is based in Cremorne, Australia.
