REA Group (REA) Stock Overview
Engages in online property advertising business in Australia, Asia, and North America It provides property and property-related services on websites and mobile applications. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 4/6 |
| Past Performance | 3/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
Rewards
Risk Analysis
No risks detected for REA from our risk checks.
REA Community Fair Values
Create NarrativeSee what 72 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
REA Group Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$157.96 |
| 52 Week High | AU$265.98 |
| 52 Week Low | AU$146.80 |
| Beta | 0.67 |
| 1 Month Change | -10.10% |
| 3 Month Change | -9.22% |
| 1 Year Change | -34.43% |
| 3 Year Change | 21.51% |
| 5 Year Change | -5.81% |
| Change since IPO | 11,776.69% |
Recent News & Updates
Narrative Update • May 17
REA: Higher Profitability Assumptions Will Support Future Rerating Potential
Analysts have adjusted the REA Group price target slightly lower to A$206.83 from A$212.09. This reflects updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples.
Narrative Update • May 01
REA: Buyback And Dividend Will Sustain Lofty Market Premium
Analysts have increased their fair value estimate for REA Group slightly to A$151.34 from A$150.82, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News The Board of Directors authorized a share buyback plan on February 6, 2026, signaling approval for the company to repurchase its own shares (Key Developments).Recent updates
Narrative Update • May 17
REA: Higher Profitability Assumptions Will Support Future Rerating Potential
Analysts have adjusted the REA Group price target slightly lower to A$206.83 from A$212.09. This reflects updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples.Narrative Update • May 01
REA: Buyback And Dividend Will Sustain Lofty Market Premium
Analysts have increased their fair value estimate for REA Group slightly to A$151.34 from A$150.82, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News The Board of Directors authorized a share buyback plan on February 6, 2026, signaling approval for the company to repurchase its own shares (Key Developments).
Narrative Update • Apr 15
REA: Share Buyback And Dividend Policy Will Underpin Future Upside
Analysts now set their fair value estimate for REA Group at A$249, a A$4 trim from the prior A$253. This reflects slightly higher discount rate assumptions and modestly adjusted growth and margin expectations following mixed recent broker research.Narrative Update • Apr 01
REA: Broker Split And Buyback Plan Will Shape Future Market Premium
Analysts have trimmed their average price target for REA Group slightly, with fair value easing from about A$151.14 to A$150.82. This reflects updated views on revenue growth, profit margins and future P/E assumptions after recent mixed rating changes from JPMorgan and RBC Capital.Narrative Update • Mar 18
REA: Mixed Broker Views And Capital Returns Will Shape Market Premium
Analysts now see REA Group's fair value at A$151.14, down from A$164.17, reflecting updated assumptions for a slightly higher discount rate, more moderate revenue growth expectations, a firmer profit margin outlook, and a lower future P/E multiple, following mixed recent commentary from both upgrading and downgrading research houses. Analyst Commentary Recent research has presented a mixed picture for REA Group, with JPMorgan moving to a more constructive stance while other bearish analysts have trimmed expectations and taken a more cautious view on the stock.Narrative Update • Mar 04
REA: Share Buyback And Dividend Policy Will Support Future Upside
Analysts have adjusted their fair value estimate for REA Group from A$290.00 to A$253.00, reflecting updated assumptions around revenue growth, profit margins, discount rates, and future P/E multiples following mixed recent research views. Analyst Commentary Recent research on REA Group has been mixed, with an upgrade from JPMorgan and a downgrade from another major firm occurring in close succession.Narrative Update • Feb 18
REA: Mixed Broker Calls Will Set Stage For Future Rerating
Analysts have adjusted their fair value estimate for REA Group from about A$243.58 to A$212.09, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E expectations based on recent mixed broker research. Analyst Commentary Recent broker moves around REA Group highlight that views are mixed, even as the updated fair value estimate now sits at about A$212.09.Analysis Article • Feb 09
REA Group (ASX:REA) Will Pay A Dividend Of A$1.24
REA Group Limited's ( ASX:REA ) investors are due to receive a payment of A$1.24 per share on 18th of March. This will...Narrative Update • Feb 04
REA: Mixed Broker Views And CFO Transition Will Test Market Premium
Analysts have modestly reduced their fair value estimate for REA Group from A$168.40 to A$164.17, as updated assumptions on revenue growth, profit margins and future P/E are incorporated following recent mixed research views from major brokers. Analyst Commentary Recent research on REA Group has been mixed, with at least one major broker, JPMorgan, taking a more constructive stance while other bearish analysts have become more cautious.Narrative Update • Jan 20
REA: Higher Discount Rate And Leadership Change Will Pressure Premium Valuation
Analysts have reduced their fair value estimate for REA Group from A$178.60 to A$168.40, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Chief Financial Officer Janelle Hopkins plans to retire from REA Group on 11 February 2026 to move into a non executive career after more than seven years as CFO and over 25 years in executive roles (Key Developments).Narrative Update • Jan 06
REA: Outperformance Rating And New CFO Appointment Will Support Medium-Term Earnings
Analysts have reaffirmed their A$290 fair value estimate for REA Group, with only minor tweaks to growth, margins and discount rate assumptions. This view is supported by recent research that considers prior share price weakness and regulatory concerns to be overdone.Analysis Article • Dec 31
REA Group (ASX:REA) Might Become A Compounding Machine
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Narrative Update • Dec 23
REA: Outperformance Rating And CFO Transition Will Support Stronger Medium-Term Earnings
Analysts have trimmed their fair value estimate for REA Group to A$290 from A$300, reflecting a slightly higher discount rate and modestly lower long term revenue growth expectations. They nonetheless highlight resilient margins and reiterate a positive medium term earnings outlook supported by recent Outperform initiations and above consensus EPS forecasts.Narrative Update • Dec 09
REA: Recent Pullback Will Set Stage For EPS Outperformance-Driven Rebound
Analysts have nudged their price target for REA Group slightly higher to A$270.00, citing expectations for steadier long term growth, earnings forecasts that are modestly above consensus, and a belief that recent share price underperformance and regulatory concerns are overdone. Analyst Commentary Bullish analysts highlight that the recent pullback in REA Group shares has created a more attractive entry point relative to their growth outlook and earnings power.Analysis Article • Dec 02
REA Group Limited's (ASX:REA) Share Price Could Signal Some Risk
REA Group Limited's ( ASX:REA ) price-to-earnings (or "P/E") ratio of 37.8x might make it look like a strong sell right...Narrative Update • Nov 25
REA: Recent Share Underperformance Will Set Stage For Recovery Momentum
The analyst price target for REA Group has decreased from approximately $251.95 to $243.58, as analysts cite tempered revenue growth expectations even as profit margins continue to show improvement. Analyst Commentary Recent street research highlights both optimistic and cautious views regarding REA Group's prospects, particularly as price targets and earnings expectations are scrutinized following recent market moves.Narrative Update • Nov 07
REA: Continued Upbeat Outlook Will Drive Long-Term Expansion Momentum
Analysts have lowered their fair value estimate for REA Group by approximately $4 to $251.95. This change reflects slightly higher discount rates and more moderate revenue growth assumptions, despite continued positive sentiment toward the company's outlook.Analysis Article • Oct 18
Is REA Group Limited (ASX:REA) Worth AU$216 Based On Its Intrinsic Value?
Key Insights REA Group's estimated fair value is AU$172 based on 2 Stage Free Cash Flow to Equity REA Group's AU$216...Analysis Article • Sep 09
Capital Investment Trends At REA Group (ASX:REA) Look Strong
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Narrative Update • Sep 04
Digital Transformation And Urban Demand Will Fuel Global Expansion
With both the discount rate and future P/E staying virtually flat, there has been no material change in REA Group’s consensus analyst price target, which remains at A$256.31. What's in the News REA Group announced a fully franked interim dividend of AUD 1.38 per share for the six months ended June 30, 2025.Analysis Article • Aug 26
We Ran A Stock Scan For Earnings Growth And REA Group (ASX:REA) Passed With Ease
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysis Article • Aug 06
At AU$255, Is It Time To Put REA Group Limited (ASX:REA) On Your Watch List?
ASX:REA 1 Year Share Price vs Fair Value Explore REA Group's Fair Values from the Community and select yours REA Group...Analysis Article • Jul 20
REA Group Limited's (ASX:REA) Shareholders Might Be Looking For Exit
REA Group Limited's ( ASX:REA ) price-to-earnings (or "P/E") ratio of 51.4x might make it look like a strong sell right...
New Narrative • Dec 01
Expanding Markets And Strong Demand Propel Company Toward Dynamic Revenue Growth
Growth in residential and commercial yield, audience engagement, and premium products is boosting net margins and revenue potential.Shareholder Returns
| REA | AU Interactive Media and Services | AU Market | |
|---|---|---|---|
| 7D | 6.2% | 6.4% | 0.8% |
| 1Y | -34.4% | -33.3% | 2.3% |
Return vs Industry: REA underperformed the Australian Interactive Media and Services industry which returned -33.3% over the past year.
Return vs Market: REA underperformed the Australian Market which returned 2.3% over the past year.
Price Volatility
| REA volatility | |
|---|---|
| REA Average Weekly Movement | 5.2% |
| Interactive Media and Services Industry Average Movement | 8.4% |
| Market Average Movement | 10.2% |
| 10% most volatile stocks in AU Market | 17.5% |
| 10% least volatile stocks in AU Market | 4.1% |
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 (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1995 | 3,418 | Cameron McIntyre | www.rea-group.com |
REA Group Limited, together with its subsidiaries, engages in online property advertising business in Australia, Asia, and North America 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. It is also involved in the provision of mortgage brokerage and home financing solutions; property data services; mortgage application and e-lodgement solutions for the broking and lending industries; commercial real estate information and technology; vendor paid advertising; digital non-bank lending solutions; and home loans.
REA Group Limited Fundamentals Summary
| REA fundamental statistics | |
|---|---|
| Market cap | AU$20.76b |
| Earnings (TTM) | AU$572.90m |
| Revenue (TTM) | AU$1.96b |
36.2x
P/E Ratio10.6x
P/S RatioIs REA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| REA income statement (TTM) | |
|---|---|
| Revenue | AU$1.96b |
| Cost of Revenue | AU$729.30m |
| Gross Profit | AU$1.23b |
| Other Expenses | AU$654.60m |
| Earnings | AU$572.90m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 4.37 |
| Gross Margin | 62.73% |
| Net Profit Margin | 29.28% |
| Debt/Equity Ratio | 0% |
How did REA perform over the long term?
See historical performance and comparisonDividends
1.7%
Current Dividend Yield60%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/04 08:38 |
| End of Day Share Price | 2026/06/04 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/06/30 |
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 |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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.
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 Github.
Analyst Sources
REA Group Limited is covered by 31 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 |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Michael Ardrey | Bell Potter |