RealReal 향후 성장
Future 기준 점검 3/6
RealReal은 연간 수입과 매출이 각각 98.1%와 9.7% 증가할 것으로 예상되고 EPS는 연간 101.4%만큼 증가할 것으로 예상됩니다.
핵심 정보
98.1%
이익 성장률
101.38%
EPS 성장률
| Specialty Retail 이익 성장 | 9.7% |
| 매출 성장률 | 9.7% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 15 May 2026 |
최근 향후 성장 업데이트
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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 943 | 39 | N/A | N/A | 2 |
| 12/31/2027 | 862 | 12 | 76 | 71 | 9 |
| 12/31/2026 | 781 | 32 | 32 | 43 | 9 |
| 3/31/2026 | 723 | -65 | 14 | 49 | N/A |
| 12/31/2025 | 693 | -42 | 5 | 37 | N/A |
| 9/30/2025 | 663 | -71 | -18 | 15 | N/A |
| 6/30/2025 | 637 | -35 | -30 | 5 | N/A |
| 3/31/2025 | 617 | -41 | -26 | 2 | N/A |
| 12/31/2024 | 600 | -134 | 1 | 27 | N/A |
| 9/30/2024 | 580 | -87 | -15 | 9 | N/A |
| 6/30/2024 | 565 | -92 | -36 | -11 | N/A |
| 3/31/2024 | 551 | -117 | -66 | -34 | N/A |
| 12/31/2023 | 549 | -168 | -103 | -61 | N/A |
| 9/30/2023 | 566 | -185 | -114 | -68 | N/A |
| 6/30/2023 | 575 | -210 | -112 | -65 | N/A |
| 3/31/2023 | 599 | -222 | -117 | -73 | N/A |
| 12/31/2022 | 603 | -196 | -128 | -92 | N/A |
| 9/30/2022 | 589 | -210 | -150 | -114 | N/A |
| 6/30/2022 | 565 | -220 | -180 | -142 | N/A |
| 3/31/2022 | 516 | -238 | -191 | -144 | N/A |
| 12/31/2021 | 468 | -236 | -190 | -142 | N/A |
| 9/30/2021 | 409 | -235 | -204 | -162 | N/A |
| 6/30/2021 | 368 | -221 | -174 | -136 | N/A |
| 3/31/2021 | 321 | -193 | -155 | -127 | N/A |
| 12/31/2020 | 300 | -176 | -161 | -134 | N/A |
| 9/30/2020 | 305 | -148 | -126 | -92 | N/A |
| 6/30/2020 | 309 | -130 | -130 | -95 | N/A |
| 3/31/2020 | 324 | -114 | -123 | -87 | N/A |
| 12/31/2019 | 316 | -102 | N/A | -54 | N/A |
| 9/30/2019 | 293 | -104 | N/A | -66 | N/A |
| 6/30/2019 | 263 | -104 | N/A | -65 | N/A |
| 3/31/2019 | 238 | -96 | N/A | -55 | N/A |
| 12/31/2018 | 214 | -85 | N/A | -47 | N/A |
| 12/31/2017 | 138 | -55 | N/A | -39 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: REAL 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: REAL (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: REAL 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: REAL 의 수익(연간 9.7%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: REAL 의 수익(연간 9.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: REAL의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/17 02:38 |
| 종가 | 2026/05/15 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
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
The RealReal, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mark Altschwager | Baird |
| Simeon Siegel | BMO Capital Markets Equity Research |
| Michael McGovern | BofA Global Research |