Loading...
REA logo

REA Group LimitedASX:REA Aktienübersicht

Marktkapitalisierung AU$18.9b
Aktienkurs
AU$145.48
AU$206.83
29.7% unterbewertet intrinsischer Abschlag
1Y-38.5%
7D-2.6%
1D
Wert des Portfolios
Siehe

REA Group Limited

ASX:REA Lagerbericht

Marktkapitalisierung: AU$18.9b

REA Group (REA) Aktienübersicht

Die REA Group Limited ist zusammen mit ihren Tochtergesellschaften im Bereich der Online-Immobilienwerbung in Australien, Asien und Nordamerika tätig. Sie bietet Immobilien und immobilienbezogene Dienstleistungen auf Websites und mobilen Anwendungen an. Mehr Details

REA grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung0/6
Künftiges Wachstum4/6
Vergangene Leistung3/6
Finanzielle Gesundheit6/6
Dividenden4/6

Belohnungen

Risikoanalyse

Bei unseren Risikoprüfungen wurden keine Risiken für REA festgestellt.

REA Community Fair Values

Create Narrative

See what 72 others think this stock is worth. Follow their fair value or set your own to get alerts.

REA Group Limited Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für REA Group
Historische Aktienkurse
Aktueller AktienkursAU$145.48
52-Wochen-HochAU$265.98
52-Wochen-TiefAU$140.02
Beta0.64
1 Monat Veränderung-11.62%
3 Monate Veränderung-8.32%
1 Jahr Veränderung-38.45%
3 Jahre Veränderung6.59%
5 Jahre Veränderung-13.64%
Veränderung seit IPO10,838.35%

Aktuelle Nachrichten und Updates

Narrativ-Update Jun 04

REA: Future P/E Support And Margins Will Drive Rerating Potential

Analysts have kept their A$206.83 fair value estimate for REA Group steady, with only small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions to reflect updated research views. Analyst Commentary Bullish Takeaways Bullish analysts see REA Group's fair value as supported by its role in connecting property seekers with listings, which they view as an asset that can justify a premium P/E assumption if execution remains disciplined.
Narrativ-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.
Narrativ-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

Narrativ-Update Jun 04

REA: Future P/E Support And Margins Will Drive Rerating Potential

Analysts have kept their A$206.83 fair value estimate for REA Group steady, with only small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions to reflect updated research views. Analyst Commentary Bullish Takeaways Bullish analysts see REA Group's fair value as supported by its role in connecting property seekers with listings, which they view as an asset that can justify a premium P/E assumption if execution remains disciplined.
Narrativ-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.
Narrativ-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).
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Analyseartikel 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...
Narrativ-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.
Narrativ-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).
Narrativ-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.
Analyseartikel 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...
Narrativ-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.
Narrativ-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.
Analyseartikel 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...
Narrativ-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.
Narrativ-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.
Analyseartikel 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...
Analyseartikel 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...
Narrativ-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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
User avatar
Neues Narrativ 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.

Aktionärsrenditen

REAAU Interactive Media and ServicesAU Markt
7D-2.6%-3.3%3.4%
1Y-38.5%-36.4%3.6%

Rendite im Vergleich zur Industrie: REA unter dem Niveau der Branche Australian Interactive Media and Services , die im vergangenen Jahr eine Rendite von -36.4% erzielte.

Rendite vs. Markt: REA hinter dem Markt Australian zurück, der im vergangenen Jahr eine Rendite von 3.6 erzielte.

Preisvolatilität

Is REA's price volatile compared to industry and market?
REA volatility
REA Average Weekly Movement5.1%
Interactive Media and Services Industry Average Movement7.7%
Market Average Movement10.2%
10% most volatile stocks in AU Market17.3%
10% least volatile stocks in AU Market4.1%

Stabiler Aktienkurs: REA hatte in den letzten 3 Monaten im Vergleich zum Australian -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: READie wöchentliche Volatilität (5%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
19953,418Cameron McIntyrewww.rea-group.com

Die REA Group Limited ist zusammen mit ihren Tochtergesellschaften im Online-Immobilienanzeigengeschäft in Australien, Asien und Nordamerika tätig. Sie bietet Immobilien und immobilienbezogene Dienstleistungen auf Websites und mobilen Anwendungen an. Das Unternehmen betreibt Websites für Wohn-, Gewerbe- und Gemeinschaftseigentum, wie realestate.com.au, realcommercial.com.au, flatmates.com.au, property.com.au, housing.com, makaan.com, proptiger.com und realtor.com.

REA Group Limited's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von REA Group im Vergleich zum Marktanteil des Unternehmens?
REA grundlegende Statistiken
MarktanteilAU$18.87b
Gewinn(TTM)AU$572.90m
Umsatz(TTM)AU$1.96b
33.3x
Kurs-Gewinn-Verhältnis
9.8x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
REA Gewinn- und Verlustrechnung (TTM)
EinnahmenAU$1.96b
Kosten der EinnahmenAU$729.30m
BruttogewinnAU$1.23b
Sonstige AusgabenAU$654.60m
GewinnAU$572.90m

Zuletzt gemeldete Gewinne

Dec 31, 2025

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)4.37
Bruttomarge62.73%
Nettogewinnspanne29.28%
Schulden/Eigenkapital-Verhältnis0%

Wie hat sich REA auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

1.9%
Aktuelle Dividendenrendite
60%
Ausschüttungsquote

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/17 13:28
Aktienkurs zum Tagesende2026/06/17 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/06/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

REA Group Limited wird von 31 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Aryan NoroziBarrenjoey Markets Pty Limited
Eric ChoiBarrenjoey Markets Pty Limited
Michael ArdreyBell Potter