Peet Limited (PPC.AX)

Peet Limited (PPC.AX) — VMCI valuation read

PPC.AX screens at VMCI 61/100, a 11-point gap above the Real Estate sector median (50). For a mid-cap Peet Limited share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

PPC.AX has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: PPC.AX trades at 24.0x earnings, 33% above the Real Estate median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Real Estate group. Quality: ROIC of 12.0% sits 2.0pp above the Real Estate median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 3.5x is the binding constraint on the bear case, which sets the rate-cycle exposure for Peet Limited.

PPC.AX rose 3.2% over the trailing 7 days, with a -23.0% read on a 30-day basis.