Reece's US Segment Props Up Australia
Reece operates two distinctly different business segments: Australia and New Zealand, or ANZ, and United States, or US.
Reece operates two distinctly different business segments: Australia and New Zealand, or ANZ, and United States, or US.
Demand for new houses and aging housing stock in Reece’s key geographies supports demand for plumbing products
Reece’s US acquisition strategy has eroded group ROIC. For further acquisitions, a variety of factors may destroy shareholder value, such as unfavorable deal terms, integration issues, and relative underperformance.
Metric
|
REH
|
FBU
|
FERG
|
---|---|---|---|
Price/Earnings (Normalized) | 42.63 | 15.03 | 20.12 |
Price/Book Value | 4.56 | 0.74 | 6.99 |
Price/Sales | 1.94 | 0.32 | 1.34 |
Price/Cash Flow | 23.56 | 6.25 | 18.61 |
Metric
|
REH
|
FBU
|
FERG
|
---|---|---|---|
Quick Ratio | 1.14 | 0.59 | 0.80 |
Current Ratio | 2.17 | 1.53 | 1.80 |
Interest Coverage | 6.53 | −0.18 | 14.77 |
Metric
|
REH
|
FBU
|
FERG
|
---|---|---|---|
Return on Assets (Normalized) | 6.02% | −0.88% | 12.15% |
Return on Equity (Normalized) | 11.16% | −2.29% | 36.52% |
Return on Invested Capital (Normalized) | 8.59% | −1.25% | 19.61% |
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|---|
W.W. Grainger Inc
GWW
| Jbljsrcmc | Gvhqfrj | $50.4 Bil | |||
Fastenal Co
FAST
| Kpbdyncwl | Lmx | $40.2 Bil | |||
Ferguson Enterprises Inc
FERG
| Bthdmlm | Kzzxdh | $39.1 Bil | |||
Watsco Inc Shs -B- Conv.at any time
WSO.B
| — | Mpml | $19.5 Bil | |||
Watsco Inc Class A
WSO
| Kyxxmhpfpg | Gnxnfq | $19.5 Bil | |||
Pool Corp
POOL
| — | Pwd | $13.9 Bil | |||
Applied Industrial Technologies Inc
AIT
| — | Drfyyq | $8.5 Bil | |||
Core & Main Inc Class A
CNM
| — | Llfpqkk | $8.3 Bil | |||
WESCO International Inc
WCC
| Fzycxsdp | Ylqyqlp | $8.1 Bil | |||
MSC Industrial Direct Co Inc Class A
MSM
| Bgldndsq | Yyjdv | $4.7 Bil |