REH PEER ANALYSIS

Reece Ltd — metric-by-metric comparison with peers and the industry median

REHReece Ltd

🇦🇺 Australia · AU · Industrials · Industrial Distribution

Value it Duel

Overall Profile & Returns

· Industrial Distribution

Position Within Industry

0 = weak quartile, 100 = strong quartile

REHIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	REH	MSM	POOL	CNM	FTT	ADDT-B	Ind. Median
P/E	36.53	29.37	19.31	20.04	19.04●	42.75	32.38
P/B	2.80●	4.77	6.92	4.41	4.47	10.98	4.62
EV/EBITDA	15.29	17.87	14.73	11.96●	12.58	29.03	15.29
P/S	1.11●	1.73	1.46	1.18	1.21	4.04	1.25

Financial Health
Metric	REH	MSM	POOL	CNM	FTT	ADDT-B	Ind. Median
Current Ratio	2.34●	1.55	1.87	2.31	1.61	1.49	2.29
Debt/Equity	91.6%	39.2%●	140.4%	119.8%	88.1%	85.5%	78.1%
NetDebt/EBITDA	3.61	1.19●	2.40	2.43	1.90	1.69	1.39

Profitability
Metric	REH	MSM	POOL	CNM	FTT	ADDT-B	Ind. Median
Net Margin	3.0%	5.9%	7.6%	5.9%	6.3%	9.5%●	5.6%
ROE	7.2%	16.5%	34.2%●	23.7%	24.3%	28.6%	17.4%
ROA	3.9%	9.3%	10.5%	7.1%	8.2%	10.8%●	7.1%
EBITDA Margin	9.5%	10.4%	11.9%	12.3%	11.3%	14.8%●	10.4%

Growth + Dividend
Metric	REH	MSM	POOL	CNM	FTT	ADDT-B	Ind. Median
Rev. Growth	2.8%	4.4%●	1.8%	0.5%	-1.0%	4.2%	5.7%
NI Growth	-25.5%	16.2%	-0.7%	7.9%	37.2%●	13.5%	10.4%
Div. Yield	1.1%	2.8%●	2.3%	—	1.3%	1.1%	1.1%
Payout	42.3%	83.8%	79.9%	—	23.6%	0.0%	32.8%

Valuation
Metric	REH	IFT	QUB	ALQ	AIA	ALX	Ind. Median
P/E	36.53	19.02●	57.54	37.26	29.55	40.82	32.38
P/B	2.80	1.36	2.91	6.99	1.15●	1.28	4.62
EV/EBITDA	15.29	15.12●	18.86	16.84	18.34	138.11	15.29
P/S	1.11●	3.55	2.09	3.58	12.15	46.38	1.25

Financial Health
Metric	REH	IFT	QUB	ALQ	AIA	ALX	Ind. Median
Current Ratio	2.34●	1.30	1.50	1.47	0.93	2.17	2.29
Debt/Equity	91.6%	103.2%	137.6%	92.5%	25.1%●	30.1%	78.1%
NetDebt/EBITDA	3.61	6.37	5.96	1.80●	2.92	22.89	1.39

Profitability
Metric	REH	IFT	QUB	ALQ	AIA	ALX	Ind. Median
Net Margin	3.0%	18.7%	5.0%	9.6%	41.1%	162.2%●	5.6%
ROE	7.2%	7.7%	7.0%	21.4%●	4.0%	4.4%	17.4%
ROA	3.9%	3.1%	3.3%	7.9%●	2.9%	3.3%	7.1%
EBITDA Margin	9.5%	40.6%	16.2%	23.8%	78.8%●	40.3%	10.4%

Growth + Dividend
Metric	REH	IFT	QUB	ALQ	AIA	ALX	Ind. Median
Rev. Growth	2.8%	-11.3%	17.4%●	10.7%	9.9%	14.2%	5.7%
NI Growth	-25.5%	—	-0.2%	24.4%	453.9%●	-13.8%	10.4%
Div. Yield	1.1%	1.7%	2.2%	1.9%	1.9%	7.8%●	1.1%
Payout	42.3%	35.3%	79.4%	60.7%	30.0%	223.7%	32.8%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.