Redfin Corporation

NasdaqGS:RDFN 株式レポート

時価総額:US$1.4b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Redfin 過去の業績

過去 基準チェック /06

Redfinの収益は年間平均-22.1%の割合で減少していますが、 Real Estate業界の収益は年間 減少しています。収益は年間8.3% 0.2%割合で 減少しています。

主要情報

-22.15%

収益成長率

-18.32%

EPS成長率

Real Estate 業界の成長27.71%
収益成長率-0.16%
株主資本利益率n/a
ネット・マージン-18.43%
前回の決算情報31 Mar 2025

最近の業績更新

Recent updates

Seeking Alpha May 27

Redfin Remains Dead Money

Summary Redfin's persistent negative correlation between revenue growth and net income remains deeply concerning; higher sales consistently lead to larger losses. The company's capital structure has deteriorated, with liabilities ballooning 292% over five years and cash reserves insufficient to cover current liabilities. Despite a steep share price decline, the stock is still not cheap, trading at 1.18x sales, which is unjustified given ongoing losses and weak fundamentals. Until Redfin demonstrates a path to sustainable profitability, I believe the stock remains dead money and should be avoided, regardless of acquisition speculation. Read the full article on Seeking Alpha
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新しいナラティブ Mar 25

Sales Force Expansion And Zillow Partnership Will Open Future Markets

Redfin's expansion and partnerships boost agent numbers, enhance revenue, and strengthen its market position through increased advertising and profitability.
分析記事 Feb 05

Investors Holding Back On Redfin Corporation (NASDAQ:RDFN)

Redfin Corporation's ( NASDAQ:RDFN ) price-to-sales (or "P/S") ratio of 1x might make it look like a buy right now...
Seeking Alpha Jan 23

Redfin: Struggles Likely To Continue

Summary Redfin's stock underperformed in 2024, in part due to the company continuing to lose market share. Redfin's financials are weak, with rising expenses, increased debt, and continued net losses, making profitability unlikely in the near term. Management's plans to increase marketing spend in 2025, I believe this strategy is speculative and risky given the current housing market conditions. Read the full article on Seeking Alpha
Seeking Alpha Nov 27

Redfin: Unique Selling Points Are Diminishing And Market Share Is Eroding

Summary Redfin's unique selling points have vanished, including eliminating buyer rebates and converting agents back to a commission model, causing a decline in market share and revenue. Redfin's Q3 results showed much weaker brokerage results than rival Compass, and the company continues to shed market share. Redfin's growth in rentals and mortgage products lags behind competitors like Zillow, with significantly lower revenue and growth rates in these segments. Also concerning is the fact that Redfin is seeing declining web traffic, while Zillow has returned to growth. Read the full article on Seeking Alpha
分析記事 Nov 09

Analysts Have Made A Financial Statement On Redfin Corporation's (NASDAQ:RDFN) Third-Quarter Report

Redfin Corporation ( NASDAQ:RDFN ) shareholders are probably feeling a little disappointed, since its shares fell 6.4...
Seeking Alpha Nov 09

Redfin Corporation Is (Still) Troubled

Summary Redfin remains a troubled investment, with a 26.3% stock decline since my last review and no profits in its 10-year history. Despite revenue and gross profit increases, net income worsened by 20%, and the capital structure deteriorated with increased share count and reduced cash. The market's optimistic valuation of $1.12 per $1 of sales is excessive, especially given Redfin's lack of earnings and high growth expectations. Better investment alternatives, like low-risk Treasury Notes with 4.3% returns, make Redfin an unattractive choice until it turns a profit. Read the full article on Seeking Alpha
分析記事 Oct 18

Redfin Corporation (NASDAQ:RDFN) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Redfin Corporation ( NASDAQ:RDFN ) shares have retraced a considerable 26% in the last month, reversing a fair amount...
Seeking Alpha Sep 24

Redfin: Rising On Rate Cuts

Summary Redfin is well-positioned to benefit from a rebound in home sales, even if this process takes longer than expected. Redfin Next is also likely to support growth going forward, the ultimate impact of this on the economics of Redfin's business remains to be seen though. Redfin's business is losing some differentiation though, which could result in competition concerns later on. While Redfin's share price has been up significantly in recent months, the company's valuation still appears reasonable given near-term tailwinds. Read the full article on Seeking Alpha
分析記事 Sep 01

Redfin Corporation (NASDAQ:RDFN) Surges 26% Yet Its Low P/S Is No Reason For Excitement

Redfin Corporation ( NASDAQ:RDFN ) shares have continued their recent momentum with a 26% gain in the last month alone...
Seeking Alpha Aug 07

Redfin: Trapped In Bad Conditions

Summary Shares of Redfin continued to decline after posting disappointing Q2 results. The company expects its real estate division to see revenue shrink in the single digits in Q3. New rules for the U.S. real estate industry will take effect in August, which are likely to reduce overall commissions as well as buy-side work for Redfin. Read the full article on Seeking Alpha
分析記事 Jul 16

Even With A 35% Surge, Cautious Investors Are Not Rewarding Redfin Corporation's (NASDAQ:RDFN) Performance Completely

Despite an already strong run, Redfin Corporation ( NASDAQ:RDFN ) shares have been powering on, with a gain of 35% in...
Seeking Alpha May 13

Redfin: It's Not Game Over Yet, But The Outlook Is Cloudy (Rating Upgrade)

Summary Redfin's stock is down nearly 30% this year, while rival Compass has gained 10%. Redfin's new initiative, Redfin Next, is a cost-saving measure in a struggling real estate industry, but is unlikely to put the company back into a leadership position in real estate. Redfin's Q1 results showed a return to revenue growth and an improvement in market share, but it still lags behind Compass. Read the full article on Seeking Alpha
分析記事 Mar 26

Does Redfin (NASDAQ:RDFN) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Mar 03

Redfin: No End In Sight To Market Share Losses

Summary Redfin's shares have declined by nearly 30% this year already, even as the broader stock market has rallied. Redfin's market share has dipped to less than 1%, while Compass is gaining market share at more than 5x its scale. Redfin has limited liquidity with only about $200 million of cash remaining on its books. Read the full article on Seeking Alpha
分析記事 Feb 29

US$7.27: That's What Analysts Think Redfin Corporation (NASDAQ:RDFN) Is Worth After Its Latest Results

It's been a good week for Redfin Corporation ( NASDAQ:RDFN ) shareholders, because the company has just released its...
Seeking Alpha Feb 23

Redfin: In Need Of A Housing Correction

Summary Redfin's revenue has been severely impacted by a lack of home sales, but the company is improving its profitability. Given RDFN's current market capitalization, the stock could perform well longer-term, particularly if Redfin's expansion into more attractive segments continues to progress. The weak housing market and Redfin's balance sheet make the next few years crucial, though. A soft landing or a deep recession with widespread job losses could both be devastating. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

Redfin Corporation: Not Out Of The Woods Yet

Summary The stock of Redfin Corporation has experienced an 80% rise since its lows in October as mortgage rates have fallen significantly from their recent highs. Redfin has streamlined its expense base and improved margins. That said, the company still has losses ahead of it and some significant debt on its balance sheet. Which way will the shares head in 2024? An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 Oct 10

Does Redfin (NASDAQ:RDFN) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Aug 09

Redfin Corporation (NASDAQ:RDFN) Shares Could Be 49% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Redfin is US$20.96 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 May 25

Is Redfin (NASDAQ:RDFN) Weighed On By Its Debt Load?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 28

Calculating The Fair Value Of Redfin Corporation (NASDAQ:RDFN)

Key Insights Redfin's estimated fair value is US$8.41 based on 2 Stage Free Cash Flow to Equity With US$7.17 share...

収支内訳

Redfin の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:RDFN 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 251,039-191354157
31 Dec 241,043-166350164
30 Sep 241,017-152337173
30 Jun 241,008-137330177
31 Mar 24988-137330182
31 Dec 23977-127357183
30 Sep 23981-132369182
30 Jun 231,017-159381181
31 Mar 231,091-206409181
31 Dec 221,100-251396179
30 Sep 221,521-253401180
30 Jun 221,755-227413180
31 Mar 221,877-182405175
31 Dec 211,059-98338143
30 Sep 211,524-76300136
30 Jun 211,221-23230115
31 Mar 21963-114792
31 Dec 20886-2314184
30 Sep 20875-4314380
30 Jun 20877-6913776
31 Mar 20861-7414974
31 Dec 19780-8115470
30 Sep 19671-8515264
30 Jun 19572-8914960
31 Mar 19517-7313457
31 Dec 18487-4211054
30 Sep 18459-3210551
30 Jun 18428-659849
31 Mar 18390-1759146
31 Dec 17370-1918543
30 Sep 17341-2758140
30 Jun 17313-2457938
31 Mar 17285-1257436
31 Dec 16267-786935
31 Dec 15187-1325128
31 Dec 14125-1263918

質の高い収益: RDFNは現在利益が出ていません。

利益率の向上: RDFNは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: RDFNは利益が出ておらず、過去 5 年間で損失は年間22.1%の割合で増加しています。

成長の加速: RDFNの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: RDFNは利益が出ていないため、過去 1 年間の収益成長をReal Estate業界 ( -0.6% ) と比較することは困難です。


株主資本利益率

高いROE: RDFNの負債は資産を上回っているため、自己資本利益率を計算することは困難です。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2025/07/02 22:59
終値2025/06/30 00:00
収益2025/03/31
年間収益2024/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Redfin Corporation 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Justin AgesBerenberg
Ygal ArounianCitigroup Inc
Bradley BerningCraig-Hallum Capital Group LLC