REA Group 향후 성장
Future 기준 점검 4/6
REA Group (는) 각각 연간 13% 및 6.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 31.3% 로 예상됩니다.
핵심 정보
13.0%
이익 성장률
12.09%
EPS 성장률
| Interactive Media and Services 이익 성장 | 20.7% |
| 매출 성장률 | 6.6% |
| 향후 자기자본이익률 | 31.33% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 20 May 2026 |
최근 향후 성장 업데이트
Recent updates
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...분석 기사 • Aug 06
At AU$255, Is It Time To Put REA Group Limited (ASX:REA) On Your Watch List?
ASX:REA 1 Year Share Price vs Fair Value Explore REA Group's Fair Values from the Community and select yours REA Group...분석 기사 • Jul 20
REA Group Limited's (ASX:REA) Shareholders Might Be Looking For Exit
REA Group Limited's ( ASX:REA ) price-to-earnings (or "P/E") ratio of 51.4x might make it look like a strong sell right...
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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 6/30/2028 | 2,187 | 843 | 836 | 1,005 | 14 |
| 6/30/2027 | 1,979 | 737 | 736 | 904 | 15 |
| 6/30/2026 | 1,797 | 642 | 634 | 790 | 15 |
| 12/31/2025 | 1,957 | 573 | 586 | 723 | N/A |
| 9/30/2025 | 1,927 | 625 | 562 | 699 | N/A |
| 6/30/2025 | 1,897 | 678 | 537 | 675 | N/A |
| 3/31/2025 | 1,860 | 647 | 523 | 659 | N/A |
| 12/31/2024 | 1,823 | 617 | 509 | 643 | N/A |
| 9/30/2024 | 1,750 | 460 | 487 | 616 | N/A |
| 6/30/2024 | 1,677 | 303 | 464 | 589 | N/A |
| 3/31/2024 | 1,587 | 292 | 442 | 564 | N/A |
| 12/31/2023 | 1,497 | 282 | 420 | 539 | N/A |
| 9/30/2023 | 1,445 | 319 | 388 | 506 | N/A |
| 6/30/2023 | 1,392 | 356 | 355 | 473 | N/A |
| 3/31/2023 | 1,408 | 361 | 363 | 476 | N/A |
| 12/31/2022 | 1,424 | 365 | 371 | 480 | N/A |
| 9/30/2022 | 1,421 | 375 | 382 | 484 | N/A |
| 6/30/2022 | 1,419 | 385 | 393 | 488 | N/A |
| 3/31/2022 | 1,343 | 378 | 361 | 449 | N/A |
| 12/31/2021 | 1,267 | 371 | 329 | 410 | N/A |
| 9/30/2021 | 1,136 | 347 | 292 | 366 | N/A |
| 6/30/2021 | 1,005 | 323 | 255 | 321 | N/A |
| 3/31/2021 | 941 | 230 | 283 | 351 | N/A |
| 12/31/2020 | 877 | 138 | 311 | 382 | N/A |
| 9/30/2020 | 880 | 125 | 329 | 400 | N/A |
| 6/30/2020 | 882 | 112 | 346 | 419 | N/A |
| 3/31/2020 | 897 | 181 | 313 | 385 | N/A |
| 12/31/2019 | 911 | 250 | 279 | 350 | N/A |
| 9/30/2019 | 926 | 178 | N/A | 357 | N/A |
| 6/30/2019 | 941 | 105 | N/A | 364 | N/A |
| 3/31/2019 | 939 | 114 | N/A | 360 | N/A |
| 12/31/2018 | 936 | 123 | N/A | 355 | N/A |
| 9/30/2018 | 902 | 188 | N/A | 341 | N/A |
| 6/30/2018 | 867 | 253 | N/A | 326 | N/A |
| 12/31/2017 | 766 | 51 | N/A | 309 | N/A |
| 9/30/2017 | 719 | 49 | N/A | 303 | N/A |
| 6/30/2017 | 671 | 48 | N/A | 297 | N/A |
| 12/31/2016 | 627 | 268 | N/A | 239 | N/A |
| 9/30/2016 | 603 | 261 | N/A | 230 | N/A |
| 6/30/2016 | 579 | 254 | N/A | 221 | N/A |
| 12/31/2015 | 551 | 199 | N/A | 220 | N/A |
| 9/30/2015 | 537 | 200 | N/A | 206 | N/A |
| 6/30/2015 | 523 | 200 | N/A | 191 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: REA 의 연간 예상 수익 증가율(13%)이 saving rate(3.6%)보다 높습니다.
수익 vs 시장: REA 의 연간 수익(13%)이 Australian 시장(11.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: REA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: REA 의 수익(연간 6.6%)이 Australian 시장(연간 6.1%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: REA 의 수익(연간 6.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: REA의 자본 수익률은 3년 후 31.3%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 09:26 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/06/30 |
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 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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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 32명의 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 |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Michael Ardrey | Bell Potter |