The RealReal, Inc.

NasdaqGS:REAL Lagerbericht

Marktkapitalisierung: US$1.1b

RealReal Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Für RealReal wird ein Gewinn- und Umsatzwachstum von 97.8% bzw. 9.7% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 101.4% pro Jahr steigen soll.

Wichtige Informationen

97.8%

Wachstumsrate der Gewinne

101.38%

EPS-Wachstumsrate

Specialty Retail Gewinnwachstum9.7%
Wachstumsrate der Einnahmen9.7%
Zukünftige Eigenkapitalrenditen/a
Analystenabdeckung

Good

Zuletzt aktualisiert15 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha May 10

The RealReal: EBITDA Margin Inflection Point, Buy The Dip

Summary The RealReal dropped more than 15% after reporting a Q1 beat-and-raise. GMV in Q1 accelerated yet again, improving two points to 24% y/y growth and defying the tougher macroeconomy. Adjusted EBITDA also more than tripled y/y as the company cut down on corporate overhead. Though near-term multiples look rich, The RealReal is still at an earlier stage in its profit inflection, and I'm reiterating my buy rating on this stock. Read the full article on Seeking Alpha
Narrativ-Update May 02

REAL: Reopened Flagship And Steady Assumptions Will Support Future Upside

Analysts kept RealReal's price target steady at $18.19, noting only minor model adjustments to the discount rate, revenue growth, profit margin, and forward P/E assumptions rather than a major change in their overall view. What's in the News The RealReal issued earnings guidance for the first quarter of 2026, with expected total revenue in a range of $185 million to $189 million.
Narrativ-Update Apr 16

REAL: Reimagined Flagship And Margin Outlook Will Support Future Upside

Analysts have maintained their RealReal fair value target at $20.00, citing slightly revised assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for this unchanged assessment. What's in the News RealReal issued earnings guidance for Q1 2026, with expected total revenue in a range of $185 million to $189 million, based on market conditions as of February 26, 2026 (Key Developments).
Narrativ-Update Apr 02

REAL: Reopened Flagship And Steady Assumptions Will Support Future Upside

Analysts kept their price target for The RealReal steady at $18.19, pointing to largely unchanged assumptions around revenue growth, profit margin and a future P/E near 86.8, with only a slight adjustment to the discount rate. What's in the News The RealReal issued earnings guidance for Q1 2026, with expected total revenue in a range of $185 million to $189 million, based on market conditions as of February 26, 2026 (company guidance).
Narrativ-Update Mar 19

REAL: Reimagined Flagship And Richer Future P/E Will Support Measured Upside

Analysts now see higher upside for RealReal, lifting their price target proxy from about $15.13 to $18.19 as they factor in a richer future P/E of roughly 86.63x, along with slightly adjusted assumptions for growth, margins and discount rate. What's in the News Issued earnings guidance for Q1 2026, with expected total revenue in a range of US$185 million to US$189 million, based on market conditions as of February 26, 2026 (company guidance).
Narrativ-Update Mar 05

REAL: Reimagined Flagship And Improved Margins Will Support Future Upside

Analysts have kept their $20.00 price target on RealReal unchanged, citing slightly lower modeled revenue growth, a modestly improved profit margin outlook, and a reduced future P/E assumption. Together, these factors support maintaining the prior valuation level.
Analyseartikel Feb 12

The RealReal, Inc.'s (NASDAQ:REAL) Share Price Is Still Matching Investor Opinion Despite 29% Slump

The RealReal, Inc. ( NASDAQ:REAL ) shareholders won't be pleased to see that the share price has had a very rough...
Narrativ-Update Feb 04

REAL: Future Earnings Multiple Will Likely Remain High But Appear Reasonable

Analysts have raised their price target on RealReal from US$14.00 to US$15.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E that slightly adjust their valuation framework. What's in the News The RealReal issued earnings guidance for the fourth quarter of 2025, calling for total revenue of US$188 million to US$191 million (company guidance).
Narrativ-Update Jan 21

REAL: Updated Earnings Guidance And Lower Discount Rate Will Support Upside

Analysts have raised their fair value estimate for The RealReal from $18.00 to $20.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that, in their view, change the balance of risks and potential rewards in their models. What's in the News The RealReal issued earnings guidance for the fourth quarter of 2025, projecting total revenue in a range of US$188 million to US$191 million (company guidance).
Narrativ-Update Jan 07

REAL: Future Earnings Multiple Will Likely Prove Unsustainably High

Analysts have raised their price target on The RealReal to US$14.00, up from US$2.40. They cite updated assumptions that include slightly lower discount rates, modestly higher revenue growth and profit margins, and a significantly higher future P/E multiple.
Narrativ-Update Dec 15

REAL: Rising Margins And Earnings Outlook Will Likely Drive Shares Higher

Analysts have increased their price target on The RealReal from 14.90 dollars to 18.00 dollars, citing expectations for faster revenue growth, a sharp improvement in profit margins, and a more reasonable future earnings multiple. What's in the News The RealReal issued new earnings guidance for the fourth quarter of 2025, forecasting total revenue between 188 million dollars and 191 million dollars (company guidance).
Analyseartikel Dec 07

The RealReal, Inc.'s (NASDAQ:REAL) P/S Is Still On The Mark Following 27% Share Price Bounce

The RealReal, Inc. ( NASDAQ:REAL ) shares have continued their recent momentum with a 27% gain in the last month alone...
Narrativ-Update Dec 01

REAL: Future Revenue And Margins Will Support Measured Upside Amid Stable Outlook

Analysts have revised their price target for RealReal to $15.13, holding steady from the prior estimate. Modest adjustments to discount rates and valuation multipliers continue to balance expectations for steady growth and profitability.
Narrativ-Update Nov 16

REAL: Future Revenue Expansion And Profit Margins Will Drive Measured Upside Potential

Analysts have raised their price target for RealReal from $12.14 to $15.13. This reflects updated expectations for stronger revenue growth and improved profitability margins.
Narrativ-Update Nov 02

REAL: Revenue Outlook Improvement And Lower Risk Will Support Steady Market Performance

Analysts have raised their price target for RealReal from $10.83 to $12.14. They cite improved revenue growth prospects and a lower discount rate as key factors supporting their updated outlook.
Analyseartikel Oct 09

Investors Appear Satisfied With The RealReal, Inc.'s (NASDAQ:REAL) Prospects As Shares Rocket 27%

The RealReal, Inc. ( NASDAQ:REAL ) shares have continued their recent momentum with a 27% gain in the last month alone...
Narrativ-Update Sep 16

Sustainable Luxury Demand And AI Will Drive Operational Efficiency

With a higher future P/E ratio signaling increased growth optimism and a lower discount rate reflecting reduced perceived risk, RealReal’s consensus analyst price target has been revised upward from $10.00 to $10.83. What's in the News Raised full-year 2025 revenue guidance to $667 million–$674 million.
Narrativ-Update Aug 29

Sustainable Luxury Demand And AI Will Drive Operational Efficiency

The consensus analyst price target for RealReal has increased to $10.00, as a higher future P/E multiple more than offsets reduced revenue growth forecasts. What's in the News Raised full-year 2025 revenue guidance to $667–$674 million.
Analyseartikel Aug 10

Analysts Are Updating Their The RealReal, Inc. (NASDAQ:REAL) Estimates After Its Second-Quarter Results

NasdaqGS:REAL 1 Year Share Price vs Fair Value Explore RealReal's Fair Values from the Community and select yours The...
Analyseartikel Jul 23

The RealReal, Inc.'s (NASDAQ:REAL) P/S Is Still On The Mark Following 26% Share Price Bounce

The RealReal, Inc. ( NASDAQ:REAL ) shareholders would be excited to see that the share price has had a great month...
Analyseartikel May 11

The RealReal, Inc. Beat Analyst Profit Forecasts, And Analysts Have New Estimates

It's been a sad week for The RealReal, Inc. ( NASDAQ:REAL ), who've watched their investment drop 18% to US$5.05 in the...
Analyseartikel May 09

After Leaping 48% The RealReal, Inc. (NASDAQ:REAL) Shares Are Not Flying Under The Radar

Those holding The RealReal, Inc. ( NASDAQ:REAL ) shares would be relieved that the share price has rebounded 48% in the...
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Neues Narrativ Mar 25

I Expect AI Integration And Optimized Processes Will Boost Efficiency

RealReal is boosting revenue growth by optimizing sales, refining marketing strategies, and expanding retail locations to enhance consignor acquisition.
Analyseartikel Mar 21

Shareholders Should Be Pleased With The RealReal, Inc.'s (NASDAQ:REAL) Price

The RealReal, Inc.'s ( NASDAQ:REAL ) price-to-sales (or "P/S") ratio of 1.2x may not look like an appealing investment...
Analyseartikel Feb 28

The RealReal, Inc.'s (NASDAQ:REAL) Intrinsic Value Is Potentially 46% Above Its Share Price

Key Insights The projected fair value for RealReal is US$9.50 based on 2 Stage Free Cash Flow to Equity Current share...
Seeking Alpha Feb 22

The RealReal: Strong Customer Adds, But The Stock Has Run Too Hot (Rating Downgrade)

Summary I'm downgrading The RealReal to a neutral rating after a sharp rebound rally over the past few months; wait for the stock to fall to ~$4.50-$5.00 before buying back in. The stock's ~15% fall post-Q4 earnings reflects the fact that expectations have run high for The RealReal following its transition to a pure consignment model. Risks include tough macro conditions for luxury goods, especially in China, and significant competition from other consignment platforms and fashion houses. Already trading at ~34x the company's adjusted EBITDA guidance for FY25, the stock is ripe for a further correction. Read the full article on Seeking Alpha
Seeking Alpha Jan 22

TheRealReal: Downgrading To Sell After Recent Rally

Summary Shares of TheRealReal have surged 422% since my initial Hold recommendation. The stock has moved higher due to strong business performance and a valuation re-rating higher. The company's balance sheet remains a significant challenge and interest expense has risen significantly over the past few quarters. I view the stock as overvalued at current levels and rate the stock a Sell. Read the full article on Seeking Alpha
Analyseartikel Nov 17

Even With A 31% Surge, Cautious Investors Are Not Rewarding The RealReal, Inc.'s (NASDAQ:REAL) Performance Completely

The RealReal, Inc. ( NASDAQ:REAL ) shares have continued their recent momentum with a 31% gain in the last month alone...
Seeking Alpha Nov 06

The RealReal: With Active Buyers And GMV Accelerating, I'm All In

Summary The RealReal's shift to a consignment model has driven revenue growth, improved gross margins, and increased active buyers, leading to strong Q3 performance. GMV growth re-accelerated to 6% y/y in Q3, while the company also gained trailing 3-moonth active buyers. REAL is pushing its luxury sales managers to procure products with higher GMV and margins, which should help the company retain richer margins into FY25. Despite macroeconomic risks and a sizable net debt, the company’s turnaround strategy and post-earnings momentum make it a compelling buy. Read the full article on Seeking Alpha
Analyseartikel Sep 28

The RealReal, Inc. (NASDAQ:REAL) Soars 25% But It's A Story Of Risk Vs Reward

The RealReal, Inc. ( NASDAQ:REAL ) shareholders would be excited to see that the share price has had a great month...

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:REAL - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202894339N/AN/A2
12/31/20278621276719
12/31/20267813032439
3/31/2026723-651449N/A
12/31/2025693-42537N/A
9/30/2025663-71-1815N/A
6/30/2025637-35-305N/A
3/31/2025617-41-262N/A
12/31/2024600-134127N/A
9/30/2024580-87-159N/A
6/30/2024565-92-36-11N/A
3/31/2024551-117-66-34N/A
12/31/2023549-168-103-61N/A
9/30/2023566-185-114-68N/A
6/30/2023575-210-112-65N/A
3/31/2023599-222-117-73N/A
12/31/2022603-196-128-92N/A
9/30/2022589-210-150-114N/A
6/30/2022565-220-180-142N/A
3/31/2022516-238-191-144N/A
12/31/2021468-236-190-142N/A
9/30/2021409-235-204-162N/A
6/30/2021368-221-174-136N/A
3/31/2021321-193-155-127N/A
12/31/2020300-176-161-134N/A
9/30/2020305-148-126-92N/A
6/30/2020309-130-130-95N/A
3/31/2020324-114-123-87N/A
12/31/2019316-102N/A-54N/A
9/30/2019293-104N/A-66N/A
6/30/2019263-104N/A-65N/A
3/31/2019238-96N/A-55N/A
12/31/2018214-85N/A-47N/A
12/31/2017138-55N/A-39N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: REAL wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.5%).

Ertrag vs. Markt: REAL wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: REAL wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: REALDie Einnahmen des Unternehmens (9.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: REALDie Einnahmen des Unternehmens (9.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von REAL in 3 Jahren voraussichtlich hoch sein wird


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/18 08:24
Aktienkurs zum Tagesende2026/05/15 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

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

The RealReal, Inc. wird von 21 Analysten beobachtet. 9 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
Mark AltschwagerBaird
Simeon SiegelBMO Capital Markets Equity Research
Michael McGovernBofA Global Research