Core Insights - Reece Ltd has seen a significant decline in its share price, down approximately 48.1% since the start of 2025, while HUB24's share price is up 113.9% from its 52-week low [1] - Reece Ltd has diversified its offerings beyond plumbing, including services in irrigation, pools, civil construction, and HVAC systems [2] - HUB24 has established itself in the wealth management sector, providing software and platform solutions for financial advice and investment management [3] Reece Ltd - Reece Ltd is Australia's largest plumbing and bathroom supplies business, with over 100 years of operation [1] - The company has experienced steady revenue growth, although its dividend yield has typically been low, it has maintained consistent payments [2] - Currently, Reece Ltd shares have a dividend yield of around 2.18%, which is higher than its 5-year average of 1.06%, indicating potential growth in dividends [7] HUB24 - HUB24, founded in 2007, has quickly become a key player in the wealth management industry [3] - The company's core products include the HUB24 platform, Class, and myprosperity, which enhance service delivery for financial advisers and their clients [4] - HUB24 was recognized as the Overall Best Platform in the Adviser Ratings Financial Advice Landscape Report for 2024, highlighting its competitive edge in service quality [5] Valuation Metrics - For Reece Ltd, analyzing dividend yield over time can provide insights into the company's stability and profit distribution [6] - HUB24's current price-sales ratio is 26.07x, significantly above its 5-year average of 13.32x, suggesting that its shares may be overvalued [8]

Reece Ltd (REH) - Reece Limited is Australia's largest supplier of plumbing and bathroom products, serving the nation for over a century [1] - The company has diversified its offerings to include products and services for irrigation, pools, civil construction projects, and HVAC systems [2] - For FY24, Reece reported a debt/equity ratio of 47.2%, indicating more equity than debt [6] - Over the last 5 years, Reece has delivered an average dividend yield of 1.1% per year, which is significant for income-focused investors [7] - Reece's return on equity (ROE) for FY24 was 11.2%, surpassing the typical threshold of 10% for mature businesses [7] HUB24 Ltd (HUB) - HUB24 is a leading player in the wealth management software industry, providing diversified solutions across financial advice, superannuation, and investment management [3] - The main products of HUB24 include the HUB24 platform, Class software for self-managed super funds, and myprosperity for accountants and advisers [4] - HUB24's competitive advantage lies in the quality of its service, having been awarded Overall Best Platform in the Adviser Ratings Financial Advice Landscape Report for 2024 [5] - Over the last 3 years, HUB has achieved a revenue growth rate of 44.4% per year, reaching $328 million in FY24 [9] - HUB's net profit increased from $10 million to $47 million, with a reported ROE of 9.2% [9]