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REA Group LimitedASX:REA Voorraadrapport

Marktkapitalisatie AU$19.7b
Prijs aandeel
AU$150.40
AU$206.83
27.3% ondergewaardeerd intrinsieke korting
1Y-39.1%
7D-8.6%
1D
Portefeuillewaarde
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REA Group Limited

ASX:REA Voorraadrapport

Marktkapitalisatie: AU$19.7b

REA Group (REA) Aandelenoverzicht

REA Group Limited is, samen met haar dochterondernemingen, actief in online advertenties voor onroerend goed in Australië, Azië en Noord-Amerika Zij biedt onroerend goed en aan onroerend goed gerelateerde diensten aan op websites en mobiele applicaties. Meer informatie

Beloningen

Risicoanalyse

Geen risico's gedetecteerd voor REA uit onze risicocontroles.

REA Community Fair Values

Create Narrative

See what 72 others think this stock is worth. Follow their fair value or set your own to get alerts.

REA Group Limited Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor REA Group
Historische aandelenkoersen
Huidige aandelenkoersAU$150.40
52 Week HoogtepuntAU$265.98
52 Week LaagAU$147.57
Bèta0.67
1 maand verandering-11.27%
3 maanden verandering-6.33%
1 Jaar Verandering-39.08%
3 jaar verandering9.36%
5 jaar verandering-8.90%
Verandering sinds IPO11,208.27%

Recent nieuws en updates

Narratiefupdate 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.
Narratiefupdate 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).

Recent updates

Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
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Nieuw narratief 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.

Rendement voor aandeelhouders

REAAU Interactive Media and ServicesAU Markt
7D-8.6%-10.3%0.5%
1Y-39.1%-37.9%2.5%

Rendement versus industrie: REA presteerde slechter dan de Australian Interactive Media and Services -sector, die het afgelopen jaar een rendement van -37.9 % opleverde.

Rendement versus markt: REA presteerde slechter dan Australian Market, dat het afgelopen jaar een rendement van 2.5 % opleverde.

Prijsvolatiliteit

Is REA's price volatile compared to industry and market?
REA volatility
REA Average Weekly Movement5.1%
Interactive Media and Services Industry Average Movement7.9%
Market Average Movement10.3%
10% most volatile stocks in AU Market17.3%
10% least volatile stocks in AU Market4.2%

Stabiele aandelenkoers: REA heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Australian markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van REA is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
19953,418Cameron McIntyrewww.rea-group.com

REA Group Limited, samen met haar dochterondernemingen, houdt zich bezig met online advertenties voor onroerend goed in Australië, Azië en Noord-Amerika Het biedt onroerend goed en aan onroerend goed gerelateerde diensten op websites en mobiele applicaties. Het bedrijf exploiteert residentiële, commerciële en gedeelde vastgoedsites, zoals realestate.com.au, realcommercial.com.au, flatmates.com.au, property.com.au, housing.com, makaan.com, proptiger.com en realtor.com. Het bedrijf is ook betrokken bij de levering van hypotheekmakelaardij en woningfinancieringsoplossingen; diensten op het gebied van vastgoedgegevens; hypotheekaanvraag- en e-lodgement-oplossingen voor de makelaardij- en kredietverleningssector; commerciële vastgoedinformatie en -technologie; betaalde reclame; digitale niet-bancaire kredietoplossingen; en woningkredieten.

REA Group Limited Samenvatting

Hoe verhouden de winst en inkomsten van REA Group zich tot de beurswaarde?
REA fundamentele statistieken
MarktkapitalisatieAU$19.73b
Inkomsten(TTM)AU$572.90m
Inkomsten(TTM)AU$1.96b
34.4x
Koers/Winstverhouding
10.1x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
REA resultatenrekening (TTM)
InkomstenAU$1.96b
Kosten van inkomstenAU$729.30m
BrutowinstAU$1.23b
Overige uitgavenAU$654.60m
InkomstenAU$572.90m

Laatst gerapporteerde inkomsten

Dec 31, 2025

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)4.37
Brutomarge62.73%
Nettowinstmarge29.28%
Schuld/Eigen Vermogen Verhouding0%

Hoe presteerde REA op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

1.8%
Huidig dividendrendement
60%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/27 20:11
Aandelenkoers aan het einde van de dag2026/05/27 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/06/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

REA Group Limited wordt gevolgd door 32 analisten. 15 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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