SCG Share Price Performance
AU$3.64
-0.04 (-1.09%)
8.7% undervalued intrinsic discount
AU$3.99
Fair Value
Price AU$3.64
AnalystConsensusTarget AU$3.99
Ben_Dur AU$3.03
Fair ValueAU$3.99
Share Pricen/a
Narrative Update • Apr 26
Scentre Group Stock Price
- 2 Narratives written by author
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- 27 Fair Values set on narratives written by author
SCG Community Narratives
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Fair Value
·Fair Value AU$3.99 8.7% undervalued intrinsic discount
Capital Intensive Projects Will Suffer As E-Commerce Erodes Foot Traffic
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Fair Value
·Fair Value AU$3.03 20.1% overvalued intrinsic discount
E-commerce Share of Retail is a Threat
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E-commerce Share of Retail is a Threat
If Australia follows the US e‑commerce trajectory, increased online spending will pressure large physical retailers — Scentre Group’s biggest tenants — reducing footfall, rents and development upside for Westfield malls. That structural shift is the primary long‑term risk to SCG’s income and dividend.Read more
Capital Intensive Projects Will Suffer As E-Commerce Erodes Foot Traffic
Key Takeaways Overestimation of physical retail resilience and elevated redevelopment spending expose the company to risks from shifting consumer habits and economic downturns. Heavy reliance on discretionary retail tenants and ambitious development plans could undermine earnings stability amid rising online competition and ESG-related costs.Read more
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AU$3.99
8.7% undervalued intrinsic discount
Fair Value
Revenue
-4.84% p.a.
Profit Margin
59.44%
Future PE
19.28x
Price in 2029
AU$5.04
Trending Discussion
Recently Updated Narratives
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E-commerce Share of Retail is a Threat
Fair Value: AU$3.03 20.1% overvalued intrinsic discount
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AN
SCG: Distribution Outlook And Margin Assumptions Will Shape Future Income Visibility
Fair Value: AU$3.99 8.7% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
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Snowflake Analysis
Scentre Group Key Details
About SCG
- Founded
- 2014
- Employees
- 2799
- CEO
- WebsiteView website
Scentre Group owns 42 Westfield destinations across Australia and New Zealand encompassing approximately 12,000 outlets. Our Purpose is creating extraordinary places and experiences that connect, enrich and are essential to our communities. Our Ambition is to create the places more people choose to come, more often and for longer. Scentre Group was incorporated in June 30th, 2014 in Australia.
Recent SCG News & Updates
Narrative Update • Apr 10
