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STSTGPF

Scentre Group

$STGPF·$10B·REIT - Retail·Real Estate
$2.550.0%1Y+6.7%
Mentions · last 7 days
2026-08-26: 0 posts2026-08-27: 0 posts2026-08-28: 0 posts2026-08-29: 0 posts2026-08-30: 0 posts2026-08-31: 0 posts2026-09-01: 0 posts0
Price updated 2h ago·X counts updated 4h ago
STSTGPF
$STGPFScentre Group
$2.550.00%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Scentre Group owns and operates Westfield-branded shopping centers across Australia and New Zealand, generating income from retail tenants.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Retail sits in its cycle right now — and what that implies for $STGPF.

REIT - Retail · Real Estate

Grocery-anchored and necessity retail REITs hold up on stable foot traffic; discretionary retail exposure is more vulnerable to consumer softening. Cap rate environment remains elevated — valuation pressure for assets priced in a lower-rate world.

What this means for $STGPF

Partial — consumer discretionary / retail performance tracks consumer spending trends; Operating under the ASX ticker SCG, Scentre Group holds ownership and manages th.

Industry benchmark

4-name peer basket
+18.0%YTD
+9.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
66.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
70.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 24, 2026$0.13$0.08+57.9%
Q4 2025Feb 24, 2026$0.08$0.08+3.1%
Q2 2025Aug 25, 2025$0.10$0.07+42.3%
Q4 2024Feb 25, 2025$0.06$0.06-4.7%
Next earningsWed, Feb 24·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.2B+88.4%70.9%66.8%$0.19$526.7M
Q4 FY25$1.4B+8.8%70.5%66.9%$0.19$574.7M
Q2 FY25$1.3B+5.1%72.1%68.4%$0.15$296.1M
Q4 FY24$680.3M-46.9%68.7%65.2%$0.06$342.6M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3B$2.2B – $2.3B$0.25$0.25 – $0.266
FY27$2.4B$2.3B – $2.4B$0.27$0.26 – $0.276
FY28$2.5B$2.4B – $2.5B$0.28$0.28 – $0.292
FY29$2.6B$2.6B – $2.7B$0.29$0.29 – $0.304
FY30$2.6B$2.6B – $2.7B$0.32$0.32 – $0.333

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.44%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 5.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Scentre Group (STGPF) Q2 2026 Earnings Call Transcriptseekingalpha.com·9d ago

More in REIT - Retail

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $STGPF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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