Valuation: Reece Limited

Market Cap 10.06B 7.04B 6.12B 5.71B 5.25B 9.89B 671B 67.37B 26.39B 335B 26.45B 25.86B 1,104B P/E 2026 *
35.8x
P/E 2027 * 31.1x
Enterprise Value 12.13B 8.49B 7.38B 6.89B 6.32B 11.92B 809B 81.22B 31.81B 403B 31.89B 31.18B 1,331B EV / Sales 2026 *
1.31x
EV / Sales 2027 * 1.22x
Free-Float
38.74%
Yield 2026 *
1.06%
Yield 2027 * 1.25%
1 day+2.44%
1 week+2.95%
Current month+4.16%
1 month+2.63%
3 months+22.78%
6 months+16.23%
Current year+25.07%
1 week 15.89
Extreme 15.89
17.03
1 month 15.3
Extreme 15.3
17.03
Current year 12.51
Extreme 12.51
17.45
1 year 10.14
Extreme 10.14
17.45
3 years 10.14
Extreme 10.14
29.38
5 years 10.14
Extreme 10.14
29.38
10 years 7.6
Extreme 7.6
29.38
Manager TitleAgeSince
Chief Executive Officer 58 31/12/1997
Director of Finance/CFO - 16/11/2016
Director of Finance/CFO - 30/09/2023
Director TitleAgeSince
Chairman 58 31/10/2024
Chairman 85 31/12/2000
Director/Board Member 50 08/09/2016
Date Insider Type Main position Quantity % Market Cap.
31/03/26 Buy

Director

3,500 0.0006%
30/04/25 Buy

Director

2,000 0.0003%
04/03/25 Buy

Director

2,500 0.0004%
Change 5-day change 1-year change 3-year change Capi.($)
+2.44%+2.95%+28.04%-13.07% 7.04B
+6.72%+6.83%+12.57%+57.58% 48.5B
+8.71%+6.15%-0.38%-24.49% 2.92B
-0.48%-0.48%-5.86%-2.56% 1.81B
+3.54%+0.93%+123.54%+419.53% 918M
-1.38%+0.88%+19.50%+30.67% 780M
+0.45%-2.09%+32.35%+67.66% 703M
+1.19%-3.12%+17.93%-2.36% 598M
+11.60%+3.97%-15.95%-29.84% 471M
Average +3.64%+1.11%+23.53%+55.90% 7.08B
Weighted average by Cap. +5.90%+6.28%+14.90%+48.09%

Financials

2026 *2027 *
Net sales 9.29B 6.5B 5.65B 5.28B 4.84B 9.13B 620B 62.21B 24.36B 309B 24.42B 23.88B 1,019B 9.72B 6.8B 5.91B 5.52B 5.06B 9.55B 648B 65.05B 25.48B 323B 25.54B 24.97B 1,066B
Net income 287M 201M 174M 163M 149M 282M 19.13B 1.92B 752M 9.54B 754M 737M 31.46B 323M 226M 197M 184M 169M 318M 21.57B 2.17B 848M 10.76B 850M 831M 35.48B
Net Debt 2.07B 1.45B 1.26B 1.17B 1.08B 2.03B 138B 13.84B 5.42B 68.77B 5.43B 5.31B 227B 1.79B 1.25B 1.09B 1.01B 931M 1.76B 119B 11.96B 4.68B 59.42B 4.7B 4.59B 196B
Logo Reece Limited
Reece Limited is a distributor of plumbing, waterworks and heating, ventilation, air-conditioning and refrigeration products to commercial and residential customers. The Company operates through two geographical segments: Australia and New Zealand (ANZ) and the United States of America (United States). Its plumbing and bathroom products are sourced both locally and internationally. Its bathroom and kitchen products include tapware and accessories, toilets, basins, showers, vanities and furniture, baths, and spas, sinks and troughs, bathroom, and kitchen appliances. Its plumbing products include piping and fittings, hot water systems, tools, valves, roofing, toilets, tapware, and waste. Its civil products include pipe and fittings, valves, sewer and drainage, electrical pipe and fittings, fire, and water tanks. It distributes products to commercial and residential customers through approximately 900 branches in Australia, New Zealand, and the United States.
Employees
9,000
Date Price Change Volume
04/08/26 A$16.76 +2.44% 428,006
03/08/26 A$16.36 +1.68% 329,617
31/07/26 A$16.09 0.00% 717,316
30/07/26 A$16.09 -1.47% 508,731
29/07/26 A$16.33 +0.31% 343,013
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
14
Last Close Price
16.36AUD
Average target price
15.18AUD
Spread / Average Target
-7.20%

Quarterly revenue - Rate of surprise