REA Stock Overview

Engages in online property advertising business in Australia, India, the United States, Malaysia, Singapore, Thailand, Vietnam, and internationally. More details

REA fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	4/6
Past Performance	1/6
Financial Health	6/6
Dividends	0/6

Rewards

Earnings are forecast to grow 18.27% per year

Risk Analysis

Large one-off items impacting financial results

Significant insider selling over the past 3 months

My Notes

Capture your thoughts, links and company narrative

Community Narratives

Create a narrative

Narratives bring a range of perspectives from our community.

Analyst Price Target

Consensus Narrative from 15 Analysts

NextGen Listings And REA India's Expansion Will Drive Future Prospects

Key Takeaways Growth in residential and commercial yield, audience engagement, and premium products is boosting net margins and revenue potential. Strategic investments and expansion into adjacent markets like REA India drive long-term earnings growth.

View narrative

AU$229.37

4.3% overvalued

7.51%

Revenue growth p.a.

9 days ago

REA Group Limited Competitors

CAR Group

ASX:CAR

AU$14.3b

Domain Holdings Australia

ASX:DHG

AU$1.7b

hipages Group Holdings

ASX:HPG

AU$170.2m

TSE:4689

JP¥3.0t

Price History & Performance

Summary of share price highs, lows and changes for REA Group
Historical stock prices
Current Share Price	AU$239.34
52 Week High	AU$257.45
52 Week Low	AU$172.49
Beta	1.03
1 Month Change	-1.39%
3 Month Change	9.83%
1 Year Change	31.76%
3 Year Change	55.26%
5 Year Change	108.30%
Change since IPO	17,895.49%

Some Confidence Is Lacking In REA Group Limited's (ASX:REA) P/S

Nov 15

Recent updates

Shareholder Returns

	REA	AU Interactive Media and Services	AU Market
7D	1.4%	1.7%	1.3%
1Y	31.8%	17.5%	9.5%

Return vs Industry: REA exceeded the Australian Interactive Media and Services industry which returned 17.5% over the past year.

Return vs Market: REA exceeded the Australian Market which returned 9.5% over the past year.

Price Volatility

Is REA's price volatile compared to industry and market?
REA volatility
REA Average Weekly Movement	3.0%
Interactive Media and Services Industry Average Movement	6.6%
Market Average Movement	8.0%
10% most volatile stocks in AU Market	16.7%
10% least volatile stocks in AU Market	3.0%

Stable Share Price: REA has not had significant price volatility in the past 3 months compared to the Australian market.

Volatility Over Time: REA's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1995	3,406	Owen Wilson	www.rea-group.com

REA Group Limited, together with its subsidiaries, engages in online property advertising business in Australia, India, the United States, Malaysia, Singapore, Thailand, Vietnam, and internationally. It provides property and property-related services on websites and mobile applications. The company operates residential, commercial, and share property sites, such as realestate.com.au, realcommercial.com.au, flatmates.com.au, property.com.au, housing.com, makaan.com, proptiger.com, and realtor.com.

REA Group Limited Fundamentals Summary

How do REA Group's earnings and revenue compare to its market cap?
REA fundamental statistics
Market cap	AU$31.58b
Earnings (TTM)	AU$302.80m
Revenue (TTM)	AU$1.68b

104.3x

P/E Ratio

18.8x

P/S Ratio

Is REA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
REA income statement (TTM)
Revenue	AU$1.68b
Cost of Revenue	AU$598.60m
Gross Profit	AU$1.08b
Other Expenses	AU$775.60m
Earnings	AU$302.80m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	2.29
Gross Margin	64.31%
Net Profit Margin	18.06%
Debt/Equity Ratio	12.8%

How did REA perform over the long term?

See historical performance and comparison

Dividends

0.9%

Current Dividend Yield

82%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/10 07:40
End of Day Share Price	2025/01/10 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

REA Group Limited is covered by 34 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Russell Wright	APP Securities Pty Ltd.
Russell Wright	Barclay Pearce Capital Pty Limited
Eric Choi	Barrenjoey Markets Pty Limited

REA Stock Overview

Rewards

Risk Analysis

NextGen Listings And REA India's Expansion Will Drive Future Prospects

REA Group Limited Competitors

ASX:CAR

AU$14.3b

ASX:DHG

AU$1.7b

ASX:HPG

AU$170.2m

TSE:4689

JP¥3.0t

Price History & Performance

Recent News & Updates

Baring Private Equity Asia Fund VIII managed by EQT Private Capital Asia completed the acquisition of PropertyGuru Group Limited (NYSE:PGRU) from TPG Asia VI SF Pte. Ltd., TPG Capital, L.P., KKR & Co. Inc. (NYSE:KKR), REA Group Limited (ASX:REA) and others.

CEO & Executive Director recently sold AU$2.5m worth of stock

CEO & Executive Director recently sold AU$3.6m worth of stock

Some Confidence Is Lacking In REA Group Limited's (ASX:REA) P/S

REA Group Limited to Report Q1, 2025 Results on Nov 08, 2024

Recent updates

Baring Private Equity Asia Fund VIII managed by EQT Private Capital Asia completed the acquisition of PropertyGuru Group Limited (NYSE:PGRU) from TPG Asia VI SF Pte. Ltd., TPG Capital, L.P., KKR & Co. Inc. (NYSE:KKR), REA Group Limited (ASX:REA) and others.

CEO & Executive Director recently sold AU$2.5m worth of stock

CEO & Executive Director recently sold AU$3.6m worth of stock

Some Confidence Is Lacking In REA Group Limited's (ASX:REA) P/S

REA Group Limited to Report Q1, 2025 Results on Nov 08, 2024

REA Group Limited (ASX:REA) agreed to acquire 19.90% stake in Athena Home Loans Pty Ltd for AUD 62 million.

REA Group Limited (ASX:REA) proposed to acquire Rightmove plc (LSE:RMV).

REA Group Limited (ASX:REA) proposed to acquire Rightmove plc (LSE:RMV).

Investors Can Find Comfort In REA Group's (ASX:REA) Earnings Quality

EQT Private Capital Asia agreed to acquire PropertyGuru Group Limited (NYSE:PGRU) from TPG Capital, L.P., KKR & Co. Inc. (NYSE:KKR), REA Group Limited (ASX:REA) and others for $1 billion.

Final dividend of AU$1.02 announced

Pinning Down REA Group Limited's (ASX:REA) P/S Is Difficult Right Now

Full year 2024 earnings released: EPS: AU$2.29 (vs AU$2.70 in FY 2023)

REA Group Limited, Annual General Meeting, Oct 09, 2024

REA Group Limited to Report Fiscal Year 2024 Results on Aug 09, 2024

Non-Executive Director recently sold AU$764k worth of stock

We Think REA Group (ASX:REA) Can Manage Its Debt With Ease

Non-Executive Director recently sold AU$764k worth of stock

REA Group Limited (ASX:REA) completed the acquisition of the remaining 63% stake in Realtair Pty Limited.

REA Group's (ASX:REA) Returns On Capital Not Reflecting Well On The Business

What REA Group Limited's (ASX:REA) P/S Is Not Telling You

REA Group Limited to Report Q3, 2024 Results on May 09, 2024

REA Group (ASX:REA) Could Easily Take On More Debt

Upcoming dividend of AU$0.87 per share

Some May Be Optimistic About REA Group's (ASX:REA) Earnings

Consensus EPS estimates fall by 12%

First half dividend of AU$0.87 announced

First half 2024 earnings: EPS misses analyst expectations

REA Group Limited to Report First Half, 2024 Results on Feb 08, 2024

REA Group (ASX:REA) Is Aiming To Keep Up Its Impressive Returns

REA Group Limited to Report Q1, 2024 Results on Nov 10, 2023

Price target increased by 7.4% to AU$158

Upcoming dividend of AU$0.83 per share at 1.0% yield

Price target increased by 10% to AU$150

REA Group Limited Announces Final Dividend, Payable on September 21, 2023

REA Group Limited, Annual General Meeting, Nov 16, 2023

Full year 2023 earnings: EPS misses analyst expectations

REA Group Limited to Report Fiscal Year 2023 Results on Aug 11, 2023

REA Group Limited (ASX:REA) acquired remaining 73% stake in CampaignAgent Pty Ltd.

Upcoming dividend of AU$0.75 per share at 1.4% yield

First half 2023 earnings: EPS in line with analyst expectations despite revenue beat

REA Group Limited Determines to Pay Final Dividend Payable on 21 March 2023

REA Group Limited to Report First Half, 2023 Results on Feb 10, 2023

Less than half of directors are independent

REA Group Limited to Report Q1, 2023 Results on Nov 09, 2022

Upcoming dividend of AU$0.89 per share

REA Group Limited Announces Final Dividend in Respect of the Financial Year 2022, Payable on September 15, 2022

REA Group Limited to Report Fiscal Year 2022 Results on Aug 09, 2022

Investor sentiment improved over the past week

Price target decreased to AU$147

Less than half of directors are independent

REA Group Limited to Report Q3, 2022 Results on May 06, 2022

Upcoming dividend of AU$0.75 per share

Independent Non Executive Director recently bought AU$55k worth of stock

First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

REA Group Limited Declares Interim Dividend, Payable on March 22, 2022

Upcoming dividend of AU$0.72 per share

Full year 2021 earnings released: EPS AU$2.45 (vs AU$0.85 in FY 2020)

PropertyGuru International (Malaysia) Sdn. Bhd. completed the acquisition of iProperty.com.my/Brickz.my/thinkofliving.com/Prakard.com from REA Group Limited (ASX:REA).