REA Group (REA) Aperçu de l'action
REA Group Limited, avec ses filiales, exerce une activité de publicité immobilière en ligne en Australie, en Asie et en Amérique du Nord. Il fournit des services immobiliers et des services liés à l'immobilier sur des sites web et des applications mobiles. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 4/6 |
| Performances passées | 3/6 |
| Santé financière | 6/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
REA ont passé avec succès nos contrôles de risques.
REA Community Fair Values
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Analyst Price Targets
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Read full narrativeREA Group Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | AU$175.07 |
| Plus haut sur 52 semaines | AU$265.98 |
| Plus bas sur 52 semaines | AU$147.57 |
| Bêta | 0.67 |
| Variation sur 1 mois | 13.38% |
| Variation sur 3 mois | -8.63% |
| Variation sur 1 an | -28.09% |
| Variation sur 3 ans | 25.06% |
| Variation sur 5 ans | 9.12% |
| Évolution depuis l'introduction en bourse | 13,063.16% |
Nouvelles et mises à jour récentes
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).
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.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.Recent updates
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).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.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.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.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.
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.REA Group (ASX:REA) Will Pay A Dividend Of A$1.24
Feb 09
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.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).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.REA Group (ASX:REA) Might Become A Compounding Machine
Dec 31REA: 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.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.REA Group Limited's (ASX:REA) Share Price Could Signal Some Risk
Dec 02REA: 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.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.Is REA Group Limited (ASX:REA) Worth AU$216 Based On Its Intrinsic Value?
Oct 18Capital Investment Trends At REA Group (ASX:REA) Look Strong
Sep 09Digital 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.We Ran A Stock Scan For Earnings Growth And REA Group (ASX:REA) Passed With Ease
Aug 26At AU$255, Is It Time To Put REA Group Limited (ASX:REA) On Your Watch List?
Aug 06REA Group Limited's (ASX:REA) Shareholders Might Be Looking For Exit
Jul 20Capital Investment Trends At REA Group (ASX:REA) Look Strong
May 14
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.Rendement pour les actionnaires
| REA | AU Interactive Media and Services | AU Marché | |
|---|---|---|---|
| 7D | 3.3% | -1.5% | -0.5% |
| 1Y | -28.1% | -30.0% | 5.8% |
Rendement vs Industrie: REA a dépassé le secteur Australian Interactive Media and Services qui a rapporté -30 % au cours de l'année écoulée.
Rendement vs marché: REA a sous-performé le marché Australian qui a rapporté 5.8 % au cours de l'année écoulée.
Volatilité des prix
| REA volatility | |
|---|---|
| REA Average Weekly Movement | 5.9% |
| Interactive Media and Services Industry Average Movement | 8.8% |
| Market Average Movement | 10.7% |
| 10% most volatile stocks in AU Market | 17.6% |
| 10% least volatile stocks in AU Market | 4.5% |
Cours de l'action stable: REA n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Australian.
Volatilité au fil du temps: La volatilité hebdomadaire de REA ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1995 | 3,418 | Cameron McIntyre | www.rea-group.com |
REA Group Limited, avec ses filiales, exerce une activité de publicité immobilière en ligne en Australie, en Asie et en Amérique du Nord. Il fournit des services immobiliers et des services liés à l'immobilier sur des sites web et des applications mobiles. La société exploite des sites immobiliers résidentiels, commerciaux et de partage, tels que realestate.com.au, realcommercial.com.au, flatmates.com.au, property.com.au, housing.com, makaan.com, proptiger.com et realtor.com.
REA Group Limited Résumé des fondamentaux
| REA statistiques fondamentales | |
|---|---|
| Capitalisation boursière | AU$22.40b |
| Bénéfices(TTM) | AU$572.90m |
| Recettes(TTM) | AU$1.96b |
Le site REA est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| REA compte de résultat (TTM) | |
|---|---|
| Recettes | AU$1.96b |
| Coût des recettes | AU$729.30m |
| Marge brute | AU$1.23b |
| Autres dépenses | AU$654.60m |
| Les revenus | AU$572.90m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
May 07, 2026
| Résultat par action (EPS) | 4.36 |
| Marge brute | 62.73% |
| Marge bénéficiaire nette | 29.28% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de REA?
Voir les performances historiques et les comparaisonsDividendes
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/04 09:29 |
| Cours de l'action en fin de journée | 2026/05/04 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
REA Group Limited est couverte par 31 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Michael Ardrey | Bell Potter |