REH Share Price Performance
AU$0
-16.57 (-100.00%)
Price AU$0
Fair ValueAU$15.03
Share Pricen/a
Narrative Update • Jun 17
Reece Limited Stock Price
- 3 Narratives written by author
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- 24 Fair Values set on narratives written by author
REH Community Narratives
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Fair Value
·Fair Value AU$15.03 4.5% overvalued intrinsic discount
Network Expansion And Digital Investments Will Unlock Long-Term Demand
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AN
Fair Value
·Fair Value AU$18 12.8% undervalued intrinsic discount
Digital Transformation Will Leverage Urbanization And Sustainable Demand
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5users have followed this narrative
AN
Fair Value
·Fair Value AU$10.79 45.5% overvalued intrinsic discount
Inflation And Digital Shift Will Erode US And ANZ Margins
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Digital Transformation Will Leverage Urbanization And Sustainable Demand
Reece is leaning hard into digital tools, new locations in the US, and buying smaller rivals to win share and lift profitability as demand for greener plumbing products grows. The catch is tougher competition and higher spending could squeeze results, especially if building activity stays weak or key tech projects slip.Read more
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AU$18
12.8% undervalued intrinsic discount
Fair Value
Revenue
7.5% p.a.
Profit Margin
4.13%
Future PE
25.79x
Price in 2029
AU$22.96
Inflation And Digital Shift Will Erode US And ANZ Margins
Reece sells plumbing and cooling supplies to builders and tradies, but higher living costs and slower building work could keep customers cautious for longer than many expect. At the same time, suppliers are pushing more sales online, which could squeeze Reece’s ability to hold prices and protect profits—especially as it expands in the US.Read more
AN
AU$10.79
45.5% overvalued intrinsic discount
Fair Value
Revenue
3.43% p.a.
Profit Margin
3.42%
Future PE
20.97x
Price in 2029
AU$13.8
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
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AU$15.03
4.5% overvalued intrinsic discount
Fair Value
Revenue
5.19% p.a.
Profit Margin
3.93%
Future PE
24.21x
Price in 2029
AU$19.22
Trending Discussion
Recently Updated Narratives
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REH: Structural Breakout Pattern Will Support Future Upside Potential
Fair Value: AU$18 12.8% undervalued intrinsic discount
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AN
REH: Future Margins And Earnings Multiples Will Likely Compress Further
Fair Value: AU$10.79 45.5% overvalued intrinsic discount
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AN
REH: FY26 EBIT Guidance And Dividend Track Will Support Rerating Potential
Fair Value: AU$15.03 4.5% overvalued intrinsic discount
6 fair values setusers have set this as their fair value
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Snowflake Analysis
Reece Limited Key Details
About REH
- Founded
- 1919
- Employees
- 9000
- 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.
Recent REH News & Updates
Narrative Update • Jun 02
