REA Community Fair Values
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Analyst Price Targets
Top Community Narratives
AU$148
FV
19.0% 고평가 내재 할인율11.04%
Revenue growth p.a.
77
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REA Group Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | AU$176.07 |
| 52주 최고가 | AU$265.62 |
| 52주 최저가 | AU$131.07 |
| 베타 | 0.67 |
| 1개월 변동 | 10.24% |
| 3개월 변동 | 15.82% |
| 1년 변동 | -33.09% |
| 3년 변동 | 9.10% |
| 5년 변동 | 16.10% |
| IPO 이후 변동 | 13,138.35% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • Aug 08
REA: Higher Margins And AI Expansion Will Offset Tax Listing Headwinds
The analyst price target for REA Group has moved from A$189.12 to A$193.03. Analysts point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple as key drivers of the revision.내러티브 업데이트 • Jul 06
REA: Tax Reforms Pressure Listings While Future P/E Rebound Drives Rerating Potential
Analysts have trimmed their A$ price target for REA Group by about A$17.70, reflecting slightly softer assumptions for revenue growth and future P/E while leaving key profitability and discount rate inputs largely unchanged. Analyst Commentary Recent Street research on Rare Earths Americas provides some context for how analysts are thinking about companies exposed to critical minerals.
새로운 내러티브 • Jun 25
Is REA Group a Good Value Opportunity?
Price AU$131.58 · Mkt cap AU$17.25b · as of 25 Jun 2026 · FY ends 30 Jun · AUD · prepared through the Franchise Blueprint (v3) Franchise Score 20 / 22 Rating A Verdict BUY-ZONE Accumulate below ~AU$118. An A-grade network monopoly down 44% in a year on a not-yet-legislated tax change — durability is intact; the entry is fair-to-cheap on the asset's own cost of capital, comfortable on the forward frame.
내러티브 업데이트 • Jun 22
REA: Tax Reforms And Higher Risk Expectations Will Test Market Premium
Analysts have reset their 12 month price target for REA Group to A$129.00 from A$151.34. This reflects updated assumptions for a higher discount rate, slightly softer revenue growth, a marginally higher profit margin, and a lower future P/E multiple.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...
새로운 내러티브 • 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.주주 수익률
| REA | AU Interactive Media and Services | AU 시장 | |
|---|---|---|---|
| 7D | -0.5% | 0.8% | -1.0% |
| 1Y | -33.1% | -34.4% | -0.1% |
수익률 대 산업: REA은 지난 1년 동안 -34.4%의 수익을 기록한 Australian Interactive Media and Services 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: REA은 지난 1년 동안 -0.1%를 기록한 Australian 시장보다 저조한 성과를 냈습니다.
주가 변동성
| REA volatility | |
|---|---|
| REA Average Weekly Movement | 4.6% |
| Interactive Media and Services Industry Average Movement | 6.8% |
| Market Average Movement | 9.7% |
| 10% most volatile stocks in AU Market | 16.8% |
| 10% least volatile stocks in AU Market | 3.9% |
안정적인 주가: REA는 지난 3개월 동안 Australian 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: REA의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1995 | 1,921 | Cameron McIntyre | www.rea-group.com |
REA Group Limited는 자회사들과 함께 호주, 아시아, 북미에서 디지털 광고 사업을 영위하고 있습니다. 이 회사는 웹사이트와 모바일 애플리케이션을 통해 부동산 및 부동산 관련 서비스를 제공합니다. 이 회사는 realestate.com.au, realcommercial.com.au, Flatmates.com.au, property.com.au, housing.com, realtor.com 등과 같은 주거용, 상업용 및 룸셰어 부동산 사이트를 운영하고 있습니다.
REA Group Limited 기초 지표 요약
| REA 기초 통계 | |
|---|---|
| 시가총액 | AU$23.36b |
| 순이익 (TTM) | AU$673.00m |
| 매출 (TTM) | AU$1.98b |
34.2x
주가수익비율(P/E)11.6x
주가매출비율(P/S)REA는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| REA 손익계산서 (TTM) | |
|---|---|
| 매출 | AU$1.98b |
| 매출원가 | AU$677.80m |
| 총이익 | AU$1.30b |
| 기타 비용 | AU$626.10m |
| 순이익 | AU$673.00m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 5.15 |
| 총이익률 | 65.71% |
| 순이익률 | 34.04% |
| 부채/자본 비율 | 0% |
REA의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| REA Group 배당 일정 | |
|---|---|
| 배당락일 | Aug 27 2026 |
| 배당 지급일 | Sep 11 2026 |
| 배당락일까지 남은 일수 | 5 days |
| 배당 지급일까지 남은 일수 | 20 days |
REA는 안정적으로 배당을 지급합니까?
REA 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/21 13:18 |
| 종가 | 2026/08/21 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2026/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
REA Group Limited는 29명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Eric Choi | Barrenjoey Markets Pty Limited |
| Michael Ardrey | Bell Potter |
| Sriharsh Singh | BofA Global Research |