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Vicinity Centres (Vicinity or the Group (VCX) Fair Value & Analysis

Real Estate · AU · Market cap A$11.3B

VC Vicinity Centres (Vicinity or the Group VCX · AU
PriceA$2.60
Fair ValueA$2.29
Upside-11.9%
Quality95/100
Evidence: High Range A$1.39 – A$3.38

Fair value as of: Jun 26, 2026

From 24 valuation models · updated 4 days ago

Fair value updated Jun 26, 2026 — revised from A$2.36 to A$2.29 (−3.0%) since Jun 24, 2026. Share price +2.0% over the past month.

Price vs Fair Value (12 months)

A$2.66 A$2.28 Fair Value A$2.29 Jun 2025 Jun 2026

12‑month range A$2.28 – A$2.66 · fair‑value band A$1.39 – A$3.38 · the A$2.60 price screens above the A$2.29 fair value. As of Jun 26, 2026.

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Analysis

Vicinity Centres (Vicinity or the Group (VCX) currently trades at A$2.60, while our model-based Fair Value estimate is A$2.29 — implying the stock looks roughly 11.9% overvalued today. We read business quality at 95/100 (high quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Vicinity Centres (Vicinity or the Group generated revenue of A$1.4B at a net margin of 94.9%. Revenue grew 1.2% year over year. It earns a return on equity of 11.7%. Net debt stands at A$4.8B. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) A$1.4B
Revenue growth (YoY) +1.2%
Net margin 94.9%
Return on equity 11.7%
Free cash flow A$645M FY2025
P/E ratio 8.4
More key figures
Operating margin 62.8%
EPS (TTM) A$0.2900
Dividend yield 5.0%
EPS growth (YoY) +62.6%
Net debt A$4.8B FY2025

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

About the company

Vicinity Centres (Vicinity or the Group) is one of Australia's leading retail property groups. With a fully integrated asset management platform, and 25 billion dollars in retail assets under management across 49 shopping centres, making it the second largest listed manager of Australian retail property. The Group has a Direct Portfolio with interests in 48 shopping centres (including the DFO Brisbane business) and manages 25 assets on behalf of Strategic Partners. Vicinity Centres was incorporated in 2005 in Australia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Vicinity Centres (Vicinity or the Group reported revenue of A$1.3B in FY2025 versus A$1.1B in FY2021, a compound +4.4%/yr. Reported net income was A$1.0B in FY2025.

Revenue +4.4%/yr
FY21 A$1.1B
FY22 A$1.2B
FY23 A$1.2B
FY24 A$1.3B
FY25 A$1.3B
Net income
FY21 −A$257M
FY22 A$1.2B
FY23 A$272M
FY24 A$547M
FY25 A$1.0B

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

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Unibail-Rodamco-Westfield SE UNBLF $117.90 $115.29 -2%
Kimco Realty Corporation KIM $24.69 $14.74 -40%
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Frequently asked questions

Is Vicinity Centres (Vicinity or the Group (VCX) undervalued?
As of Jun 26, 2026, our model estimates a fair value of A$2.29 versus a price of A$2.60 — about −12% (overvalued). Model-based estimate, not financial advice.
What is the fair value of VCX?
Our 21-model fair value for Vicinity Centres (Vicinity or the Group is A$2.29 (as of Jun 26, 2026), built from audited fundamentals. The current price is A$2.60.
What is the quality score of VCX?
Vicinity Centres (Vicinity or the Group has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Vicinity Centres (Vicinity or the Group (VCX)?
Vicinity Centres (Vicinity or the Group reported trailing-twelve-month revenue of about A$1.4B (latest available figure, as of Jun 26, 2026).
What is the net profit margin of VCX?
The net profit margin of Vicinity Centres (Vicinity or the Group is about 94.9%, meaning it keeps roughly 94.9% of revenue as net income. Based on the latest reported figures.
Does Vicinity Centres (Vicinity or the Group pay a dividend?
Vicinity Centres (Vicinity or the Group currently shows a dividend yield of about 5.04% 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.