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Redefine Properties Limited (RDF) Fair Value & Analysis

Real Estate · ZA · Market cap 41.1B ZAC

RP Redefine Properties Limited RDF · JSE
PriceR6.36
Fair ValueR7.72
Upside+21.4%
Quality95/100
Evidence: High Range R6.89 – R12.57

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 3 days ago

Fair value updated Jun 26, 2026 — revised from R10.19 to R7.72 (−24.2%) since Jun 24, 2026. Share price +6.7% over the past month.

Price vs Fair Value (12 months)

R6.89 R4.50 Fair Value R7.72 Jun 2025 Jun 2026

12‑month range R4.50 – R6.89 · fair‑value band R6.89 – R12.57 · the R6.36 price screens below the R7.72 fair value. As of Jun 26, 2026.

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Analysis

Redefine Properties Limited (RDF) currently trades at R6.36, while our model-based Fair Value estimate is R7.72 — implying the stock looks roughly 21.4% undervalued today. We read business quality at 95/100 (high quality), in the Real Estate sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Redefine Properties Limited generated revenue of 11.2B ZAR at a net margin of 55.6%. Revenue grew 3.7% year over year. It earns a return on equity of 11.4%. Net debt stands at 42.8B ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 11.2B ZAC
Revenue growth (YoY) +3.7%
Net margin 55.6%
Return on equity 11.4%
Free cash flow 3.5B ZAC FY2025
P/E ratio 6.6
More key figures
Operating margin 54.3%
EPS (TTM) R0.8900
Dividend yield 0.1%
EPS growth (YoY) +138%
Net debt 42.8B ZAC FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Redefine Properties Limited (Redefine or the group) is a Real Estate Investment Trust (REIT). It has a sectoral and geographically diversified property asset platform valued at R101.2 billion (FY25 R103.2 billion). Redefine's portfolio is predominantly anchored in South Africa through directly held and managed retail, office and industrial properties, complemented by a strong presence in retail, logistics and self-storage property assets in Poland. Redefine's purpose is to create and manage spaces that transform lives. This goal demands more than a business-as-usual approach. It requires an integrated strategy that prioritizes people and purpose, guiding our decisions to ensure sustainable value creation for all stakeholders. By focusing on what matters most and executing on our strategic priorities, we aim to make a meaningful and lasting impact. Redefine is listed on the Johannesburg Stock Exchange (JSE) with a market capitalization of R49.9 billion (FY25 R36.0 billion). By volume…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Redefine Properties Limited reported revenue of R11.0B in FY2025 versus R7.2B in FY2021, a compound +11.4%/yr. Reported net income was R4.1B in FY2025, compounding +10.9%/yr from FY2021.

Revenue +11.4%/yr
FY21 R7.2B
FY22 R8.2B
FY23 R9.9B
FY24 R10.7B
FY25 R11.0B
Net income +10.9%/yr
FY21 R2.7B
FY22 R8.7B
FY23 R1.4B
FY24 R4.0B
FY25 R4.1B

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6 more REIT - Diversified stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Graphene Manufacturing Group GMG A$31.10 A$10.84 -65%
Goodman Group GMGSF $21.70 $5.24 -76%
VICI Properties Inc VICI $26.72 $41.74 +56%
W. P. Carey Inc WPC $72.30 $55.97 -23%
Stockland STKAF $3.00 $2.58 -14%
Charter Hall Group CTOUF $15.42 $12.43 -19%

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Frequently asked questions

Is Redefine Properties Limited (RDF) undervalued?
As of Jun 26, 2026, our model estimates a fair value of R7.72 versus a price of R6.36 — about +21% (undervalued). Model-based estimate, not financial advice.
What is the fair value of RDF?
Our 21-model fair value for Redefine Properties Limited is R7.72 (as of Jun 26, 2026), built from audited fundamentals. The current price is R6.36.
What is the quality score of RDF?
Redefine Properties Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Redefine Properties Limited (RDF)?
Redefine Properties Limited reported trailing-twelve-month revenue of about 11.2B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of RDF?
The net profit margin of Redefine Properties Limited is about 55.6%, meaning it keeps roughly 55.6% of revenue as net income. Based on the latest reported figures.
Does Redefine Properties Limited pay a dividend?
Redefine Properties Limited currently shows a dividend yield of about 0.08% relative to its recent price (as of Jun 26, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.