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Waypoint REIT (WPR) Fair Value & Analysis

Real Estate · AU · Market cap A$1.6B

WR Waypoint REIT WPR · AU
PriceA$2.51
Fair ValueA$2.50
Upside-0.4%
Quality69/100
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Weak Growth
Highly profitable · 122.2% net margin
Low debt · generates free cash flow
6.83% dividend yield
Ranks above peers (11/14)
Wide moat 65/100
Evidence: High Range A$1.52 – A$3.48 Share as image

Fair value as of: Jul 18, 2026

From 13 valuation models · updated 22 days ago

Share price +3.3% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (A$1.52 to A$3.48) leaves room in how you read the outcome.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

A$2.61 A$1.65 Fair Value A$2.50 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range A$1.65 – A$2.61 · fair‑value band A$1.52 – A$3.48 · the A$2.51 price screens above the A$2.50 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Waypoint REIT (WPR) currently trades at A$2.51, while our model-based Fair Value estimate is A$2.50, implying the stock looks roughly 0.4% fairly valued today. The Quality Score stands at 69/100 (solid 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).

Trailing-twelve-month revenue stands at A$164M. Revenue grew 50.8% year over year. It earns a return on equity of 10.7%. Net debt stands at A$918M. Fundamentals as of Jul 18, 2026

Our scenario range runs from A$1.52 (bear case) to A$3.48 (bull case); at A$2.51, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 6% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -50% fair-value upside, at 0%, WPR screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF A$0.0500 A$0.4200 A$1.03 80
Residual Income A$2.43 A$2.67 A$3.47 76
P/S Multiple A$1.22 A$1.63 A$2.04 58
All 13 models by family
DCF Models
FCF DCF A$0.0200 A$0.3900 A$1.10 38
5Y Revenue Exit A$0.3300 A$1.06 39
5Y EBITDA Exit A$0.6400 A$1.68 A$3.09 41
10Y Revenue Exit A$0.2800 A$0.7300 36
10Y EBITDA Exit A$0.3600 A$1.09 A$1.91 37
Multiples
P/S Multiple A$1.22 A$1.63 A$2.04 58
P/B Multiple A$3.91 A$5.21 A$6.51 55
EV/EBIT A$2.32 A$3.56 A$4.80 53
EV/EBITDA A$1.52 A$2.50 A$3.48 54
EV/Revenue A$0.3500 A$0.8700 43
Asset-Based
NCAV (Graham) A$1.45 A$1.94 A$2.90 50
Growth DCF
Growth DCF A$0.0500 A$0.4200 A$1.03 80
Economic Profit
Residual Income A$2.43 A$2.67 A$3.47 76

Widest divergence: Economic Profit (A$2.67) versus DCF Models (A$0.3900). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) A$164M
Revenue growth (YoY) +50.8%
Net margin 122%
Return on equity 10.7%
Free cash flow A$111M FY2025
P/E ratio 8.2
More key figures
Operating margin 138%
EPS (TTM) A$0.3000
Dividend yield 6.8%
EPS growth (YoY) +69.0%
Net debt A$918M FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 69/100

Of which business quality 65 · Market factors (momentum, volatility) 60

Profitability 41
Margins and returns on capital today
Quality Growth 47
Are margins and returns improving?
Cashflow 76
Earnings quality: real cash, not paper profit
Fin. Strength 50
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 88
Calm price path (market factor)
Momentum 45
Price trend over the last 3–12 months (market factor)
52W Momentum 55
Distance to the 52-week high (market factor)
Net Issuance 97
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Waypoint REIT is Australia's largest listed REIT owning solely fuel and convenience (F&C) retail properties. It has a high-quality portfolio of 395 assets across Australia as at 31 December 2025. Waypoint REIT's objective is to maximize the long-term returns from the portfolio for the benefit of all securityholders.

Full company description

Waypoint REIT is Australia's largest listed REIT owning solely fuel and convenience (F&C) retail properties. It has a high-quality portfolio of 395 assets across Australia as at 31 December 2025. Waypoint REIT's objective is to maximize the long-term returns from the portfolio for the benefit of all securityholders. Waypoint REIT was incorporated in June 14th 2016 in Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Waypoint REIT reported revenue of A$164M in FY2025 versus A$178M in FY2021, a compound −2.1%/yr. Reported net income was A$200M in FY2025, compounding +18.0%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
A$164M
Latest YoY
−0.8%
Avg. growth/yr (3Y)
−1.0%
Avg. growth/yr (5Y)
−2.1%
Avg. growth/yr (9Y)
+11.5%
Revenue −2.1%/yr
FY21 A$178M
FY22 A$169M
FY23 A$164M
FY24 A$165M
FY25 A$164M
Net income +18.0%/yr
FY21 A$103M
FY22 A$134M
FY23 −A$79.1M
FY24 A$132M
FY25 A$200M

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Cite: Fair Value Calculator (2026). "Waypoint REIT Fair Value". https://www.fairvalue-calculator.com/stock/WPR

Peer Group

REIT - Specialty · 34 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 70 · Top 25%
Fair Value upside −0% · Above median
Return on equity (TTM) 11% · Above median
Return on assets 3% · Below median
Net margin (TTM) 122% · Top 25%
Operating margin (TTM) 138% · Top 25%
Revenue growth 51% · Top 25%
Dividend yield (TTM) 6.8% · Top 25%
Debt / equity 0.49× · Higher than median

Valuation Multiples vs REIT - Specialty median · lower = cheaper

P/E (TTM) 8.2× · Cheaper than 75% of peers
P/B 0.60× · Cheaper than 75% of peers
P/S (TTM) 6.90× · Pricier than median
P/FCF 10.2× · Cheaper than median
EV/EBITDA 8.2× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 33 · sector 1
FUTURE 100 · sector 25
PAST 43 · sector 28
HEALTH 75 · sector 76
DIVIDEND 100 · sector 99

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more REIT - Specialty stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Equinix, Inc EQIX $1,009 $232.70 -77%
American Tower Corporation AMT $164.65 $92.31 -44%
Digital Realty Trust, Inc DLR $199.08 $63.31 -68%
Iron Mountain Incorporated IRM $128.31 $40.43 -68%
Crown Castle Inc CCI $74.90 $37.67 -50%
SBA Communications Corporation SBAC $173.57 $143.83 -17%
Weyerhaeuser Company WY $23.94 $8.62 -64%
Lamar Advertising Company LAMR $159.46 $102.70 -36%
Gaming and Leisure Properties, Inc GLPI $45.17 $36.60 -19%
Rayonier Inc RYN $21.58 $9.96 -54%

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Frequently asked questions

Is Waypoint REIT (WPR) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of A$2.50 versus a price of A$2.51, about −0% (fairly valued).
What is the fair value of WPR?
Our model-based fair value for Waypoint REIT is A$2.50 (as of Jul 18, 2026), built from audited fundamentals. The current price is A$2.51.
What is the quality score of WPR?
Waypoint REIT has a Quality Score of 69/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Waypoint REIT (WPR)?
Waypoint REIT reported trailing-twelve-month revenue of about A$164M (latest available figure, as of Jul 18, 2026).
What is the net profit margin of WPR?
The net profit margin of Waypoint REIT is about 122.2%, meaning it keeps roughly 122.2% of revenue as net income. Based on the latest reported figures.
Does Waypoint REIT pay a dividend?
Waypoint REIT currently shows a dividend yield of about 7.00% relative to its recent price (as of Jul 18, 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.

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