The RealReal, Inc.

NasdaqGS:REAL 株式レポート

時価総額:US$1.1b

RealReal 配当と自社株買い

配当金 基準チェック /06

RealReal配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-0.2%

バイバック利回り

総株主利回り-0.2%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

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
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...

決済の安定と成長

配当データの取得

安定した配当: REALの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: REALの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

RealReal 配当利回り対市場
REAL 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (REAL)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Specialty Retail)2.4%
アナリスト予想 (REAL) (最長3年)0%

注目すべき配当: REALは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: REALは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: REALの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: REALが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

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2026/05/18 21:21
終値2026/05/18 00:00
収益2026/03/31
年間収益2025/12/31

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

The RealReal, Inc. 9 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。21

アナリスト機関
Mark AltschwagerBaird
Simeon SiegelBMO Capital Markets Equity Research
Michael McGovernBofA Global Research