REECE LIMITED (REH)
Share Price Analysis and Chart

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REH - REECE LIMITED

FNArena Sector : Furniture & Renovation
Year End: June
GICS Industry Group : Capital Goods
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$15.54

05 Dec
2022

-0.040

OPEN

$15.60

-0.26%

HIGH

$15.76

279,007

LOW

$15.33

TARGET
$14.766 -5.0% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ADH . BLX . FAN . GWA . HVN . JBH . NCK . JYC . TPW .
FNARENA'S MARKET CONSENSUS FORECASTS
REH: 1
Title FY21
Actual
FY22
Actual
FY23
Forecast
FY24
Forecast
EPS (cps) xxx 60.8 64.5 xxx
DPS (cps) xxx 22.5 25.0 xxx
EPS Growth xxx 37.4% 6.2% xxx
DPS Growth xxx 25.0% 11.1% xxx
PE Ratio xxx N/A 24.1 xxx
Dividend Yield xxx N/A 1.6% xxx
Div Pay Ratio(%) xxx 37.0% 38.7% xxx

Dividend yield today if purchased 3 years ago: 2.13%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

1.44

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 11/10 - ex-div 15c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx60.8
DPS All xxxxxxxxxxxxxxx22.5
Sales/Revenue xxxxxxxxxxxxxxx7,654.0 M
Book Value Per Share xxxxxxxxxxxxxxx514.1
Net Operating Cash Flow xxxxxxxxxxxxxxx221.8 M
Net Profit Margin xxxxxxxxxxxxxxx5.13 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx12.64 %
Return on Invested Capital xxxxxxxxxxxxxxx7.94 %
Return on Assets xxxxxxxxxxxxxxx6.17 %
Return on Equity xxxxxxxxxxxxxxx12.64 %
Return on Total Capital xxxxxxxxxxxxxxx10.85 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-88.4 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

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EXPERT VIEWS
Display All Commentary

Sentiment Indicator

-0.4

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Macquarie

28/10/2022

3

Neutral

$15.40

-0.90%

Macquarie saw a "strong" performance from Reece in Q1. Neutral rating retained while mild increases to forecasts have lifted the target price to $15.40 from $15.20.

Macquarie predicts slowing momentum will show up first in the US, later on in Australia & NZ. While market conditions are weakening, the broker maintains the overall trajectory remains unclear, and a negative outcome is not guaranteed.

The broker does agree with opinions elsewhere, the shares look fully valued.

FORECAST
Macquarie forecasts a full year FY23 dividend of 22.50 cents and EPS of 61.70 cents.
Macquarie forecasts a full year FY24 dividend of 20.50 cents and EPS of 59.60 cents.

Citi

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

REH STOCK CHART