REA Group Limited

ASX:REA 주식 리포트

시가총액: AU$19.9b

REA Group 경영진

경영진 기준 점검 1/4

REA Group CEO는 Cameron McIntyre, Nov2025 에 임명되었습니다 의 임기는 1년 미만입니다. 는 A$151.54K 가치에 해당하는 회사 주식의 0.001% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 1.1 년과 9.3 년입니다.

핵심 정보

Cameron McIntyre

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율0.0008%
경영진 평균 재임 기간1.1yrs
이사회 평균 재임 기간9.3yrs

최근 경영진 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...
User avatar
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.

CEO

Cameron McIntyre (54 yo)

less than a year
재임 기간

Mr. Cameron Lloyd McIntyre, CPA, is Chief Executive Officer and Director of REA Group Limited since November 3, 2025. Mr. McIntyre was Independent Non-Executive Director of Brambles Ltd of Brambles Finance...


리더십 팀

이름직위재임 기간보수지분
Cameron McIntyre
CEO & Directorless than a year데이터 없음0.00076%
A$ 151.5k
Andrew Cramer
Chief Financial Officerless than a year데이터 없음데이터 없음
Steve Maidment
Chief Technology Officer2.6yrs데이터 없음데이터 없음
Alice Bennett
Executive Manager of Investor Relationsno data데이터 없음데이터 없음
Tamara Kayser
Chief Legal Officer & Company Secretary5.5yrs데이터 없음데이터 없음
Kul Singh
Chief Commercial and Marketing Officerless than a year데이터 없음데이터 없음
Elisa Nerone
Chief People & Sustainability Officer1.8yrs데이터 없음데이터 없음
Natalie Cerny
Head of Corporate Affairs & Communicationsno data데이터 없음데이터 없음
Erin Thorne
Chief Of Staff & Deputy Company Secretaryno data데이터 없음데이터 없음
Anthony Waldron
Chief Executive Officer of Financial Services & Mortgage Choiceno data데이터 없음데이터 없음
Vikas Wadhawan
Chief Operating Officer of REA Cyber City1.3yrs데이터 없음데이터 없음
Jane Cohen
Chief Strategy Officerless than a year데이터 없음데이터 없음
1.1yrs
평균 재임 기간

경험이 풍부한 관리: REA의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Cameron McIntyre
CEO & Directorless than a year데이터 없음0.00076%
A$ 151.5k
Richard Freudenstein
Non-Executive Director19.5yrsAU$237.00k0.0011%
A$ 223.3k
Jennifer Lambert
Independent Non Executive Director5.4yrsAU$288.00k0.0011%
A$ 227.3k
Hamish McLennan
Non-Executive Chairman of the Board14.3yrsAU$620.00k0.00083%
A$ 165.5k
Tracey Fellows
Non-Executive Director11.8yrsAU$234.00k0.0026%
A$ 514.4k
Kelly Bayer Rosmarin
Independent Non-Executive Director4.3yrsAU$237.00k0.00055%
A$ 109.7k
Michael Miller
Non-Executive Director10.5yrs데이터 없음0.00049%
A$ 97.7k
Nick Dowling
Independent Non-Executive Director8yrsAU$254.00k0.00079%
A$ 157.5k
9.3yrs
평균 재임 기간
56.5yo
평균 나이

경험이 풍부한 이사회: REA의 이사회경험이 있음으로 간주됩니다(평균 재임 9.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/23 04:00
종가2026/05/22 00:00
수익2025/12/31
연간 수익2025/06/30

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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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.

분석가기관
Eric ChoiBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited
Michael ArdreyBell Potter