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R.E.A. Holdings (RE) Fair Value & Analysis

Consumer Defensive · GB · Market cap 49.5M GBX

RE R.E.A. Holdings RE · LSE
Price£1.06
Fair Value£4.07
Upside+284.0%
Quality80/100
Evidence: Medium Range £2.71 – £5.92

Fair value as of: Jun 24, 2026

From 25 valuation models · updated 5 days ago

Fair value updated Jun 24, 2026 — revised from £3.96 to £4.07 (+2.8%) since Jun 23, 2026. Share price −5.4% over the past month.

Price vs Fair Value (12 months)

£1.37 £0.8177 Fair Value £4.07 Jun 2025 Jun 2026

12‑month range £0.8177 – £1.37 · fair‑value band £2.71 – £5.92 · the £1.06 price screens below the £4.07 fair value. As of Jun 24, 2026.

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Analysis

R.E.A. Holdings (RE) currently trades at £1.06, while our model-based Fair Value estimate is £4.07 — implying the stock looks roughly 284.0% undervalued today. We read business quality at 80/100 (high quality), in the Consumer Defensive 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: medium) — always confirm before acting.

Over the trailing twelve months, R.E.A. Holdings generated revenue of £195M at a net margin of 4.4%. Revenue declined 4.2% year over year. It earns a return on equity of 4.8%. Net debt stands at £128M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 195M GBX
Revenue growth (YoY) -4.2%
Net margin 4.4%
Return on equity 4.8%
Free cash flow 6.9M GBX FY2025
Operating margin 20.6%
More key figures
EPS (TTM) £-0.0100
EPS growth (YoY) -68.7%
Net debt 128M GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

R.E.A. Holdings plc engages in the cultivation of oil palms in the province of East Kalimantan in Indonesia. It operates in two segments, Cultivation of Oil Palms; and Stone Operation and Sand Interests. The company also produces and sells crude palm and kernel oil. In addition, it is involved in the coal and sand mining business; stone quarrying and sand mining operations; and generation of renewable energy from its methane capture plants. The company was founded in 1906 and is based in London, the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

R.E.A. Holdings reported revenue of £199M in FY2025 versus £192M in FY2021, a compound +0.9%/yr. Reported net income was £8.7M in FY2025, compounding +4.3%/yr from FY2021.

Revenue +0.9%/yr
FY21 £192M
FY22 £209M
FY23 £177M
FY24 £188M
FY25 £199M
Net income +4.3%/yr
FY21 £7.3M
FY22 £27.8M
FY23 −£10.2M
FY24 £26.4M
FY25 £8.7M

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Frequently asked questions

Is R.E.A. Holdings (RE) undervalued?
As of Jun 24, 2026, our model estimates a fair value of £4.07 versus a price of £1.06 — about +284% (undervalued). Model-based estimate, not financial advice.
What is the fair value of RE?
Our 21-model fair value for R.E.A. Holdings is £4.07 (as of Jun 24, 2026), built from audited fundamentals. The current price is £1.06.
What is the quality score of RE?
R.E.A. Holdings has a Quality Score of 80/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of R.E.A. Holdings (RE)?
R.E.A. Holdings reported trailing-twelve-month revenue of about £195M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of RE?
The net profit margin of R.E.A. Holdings is about 4.4%, meaning it keeps roughly 4.4% of revenue as net income. Based on the latest reported figures.

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.