REA Group Limited

ASX:REA Stock Report

Market Cap: AU$19.5b

REA Group Management

Management criteria checks 1/4

REA Group's CEO is Cameron McIntyre, appointed in Nov 2025, has a tenure of less than a year. directly owns 0.001% of the company’s shares, worth A$148.53K. The average tenure of the management team and the board of directors is 1.3 years and 9.3 years respectively.

Key information

Cameron McIntyre

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureless than a year
CEO ownership0.0008%
Management average tenure1.3yrs
Board average tenure9.3yrs

Recent management updates

Recent updates

Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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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New Narrative 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
Tenure

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...


Leadership Team

NamePositionTenureCompensationOwnership
Cameron McIntyre
CEO & Directorless than a yearno data0.00076%
A$ 148.5k
Andrew Cramer
Chief Financial Officerless than a yearno datano data
Steve Maidment
Chief Technology Officer2.6yrsno datano data
Alice Bennett
Executive Manager of Investor Relationsno datano datano data
Tamara Kayser
Chief Legal Officer & Company Secretary5.5yrsno datano data
Kul Singh
Chief Commercial and Marketing Officerless than a yearno datano data
Elisa Nerone
Chief People & Sustainability Officer1.8yrsno datano data
Natalie Cerny
Head of Corporate Affairs & Communicationsno datano datano data
Graham Curtin
Deputy Chief Financial Officerno datano datano data
Erin Thorne
Chief Of Staff & Deputy Company Secretaryno datano datano data
Anthony Waldron
Chief Executive Officer of Financial Services & Mortgage Choiceno datano datano data
Vikas Wadhawan
Chief Operating Officer of REA Cyber City1.3yrsno datano data
1.3yrs
Average Tenure

Experienced Management: REA's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Cameron McIntyre
CEO & Directorless than a yearno data0.00076%
A$ 148.5k
Richard Freudenstein
Non-Executive Director19.5yrsAU$237.00k0.0011%
A$ 218.9k
Jennifer Lambert
Independent Non Executive Director5.4yrsAU$288.00k0.0011%
A$ 222.8k
Hamish McLennan
Non-Executive Chairman of the Board14.3yrsAU$620.00k0.00083%
A$ 162.2k
Tracey Fellows
Non-Executive Director11.8yrsAU$234.00k0.0026%
A$ 504.2k
Kelly Bayer Rosmarin
Independent Non-Executive Director4.3yrsAU$237.00k0.00055%
A$ 107.5k
Michael Miller
Non-Executive Director10.5yrsno data0.00049%
A$ 95.8k
Nick Dowling
Independent Non-Executive Director8yrsAU$254.00k0.00079%
A$ 154.4k
9.3yrs
Average Tenure
56.5yo
Average Age

Experienced Board: REA's board of directors are considered experienced (9.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/30 12:38
End of Day Share Price 2026/05/29 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

REA Group Limited is covered by 32 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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