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REA Group LimitedASX:REA Stock Report

Market Cap AU$29.8b
Share Price
AU$225.51
My Fair Value
AU$256.31
12.0% undervalued intrinsic discount
1Y-0.7%
7D2.3%
Portfolio Value
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REA Group Limited

ASX:REA Stock Report

Market Cap: AU$29.8b

REA Group (REA) Stock Overview

Engages in online property advertising business in Australia, Asia, and North America It provides property and property-related services on websites and mobile applications. More details

REA fundamental analysis
Snowflake Score
Valuation1/6
Future Growth2/6
Past Performance6/6
Financial Health6/6
Dividends0/6

Rewards

Earnings are forecast to grow 9.28% per year

Earnings grew by 123.9% over the past year

Risk Analysis

Significant insider selling over the past 3 months


REA Community Fair Values

Create Narrative

See what 55 others think this stock is worth. Follow their fair value or set your own to get alerts.

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REA Group

Digital Transformation And Urban Demand Will Fuel Global Expansion

Key Takeaways Accelerated digital transformation and innovative premium offerings are driving user engagement, increased product adoption, and expanding margins. Diversification into financial services and international markets is boosting recurring revenue streams and reducing reliance on cyclical local market conditions.
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AU$256.31
FV
12.0% undervalued intrinsic discount
7.15%
Revenue growth p.a.
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35users have followed this narrative
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REA Group

Urbanization And AI Will Reimagine Digital Property Experiences

Key Takeaways Expansion into premium products and financial services, alongside AI integration, is set to drive strong revenue growth and higher profit margins. Dominant market position enables REA to become a comprehensive property platform, unlocking new revenue streams and boosting long-term customer value.
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AU$300
FV
24.8% undervalued intrinsic discount
10.01%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
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REA Group

Aging Australian Market And Tighter Data Laws Will Erode Margins

Key Takeaways Long-term demographics and market saturation threaten REA Group's growth as housing transactions and user engagement decline. Regulatory, competitive, and cost pressures risk shrinking margins, undermining AI investments, and limiting future earnings potential.
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AU$178.6
FV
26.3% overvalued intrinsic discount
2.47%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
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REA Group Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for REA Group
Historical stock prices
Current Share PriceAU$225.51
52 Week HighAU$276.64
52 Week LowAU$202.09
Beta0.83
1 Month Change-2.98%
3 Month Change-3.35%
1 Year Change-0.66%
3 Year Change89.55%
5 Year Change81.37%
Change since IPO16,855.64%

Recent News & Updates

Is REA Group Limited (ASX:REA) Worth AU$216 Based On Its Intrinsic Value?

Oct 18
Is REA Group Limited (ASX:REA) Worth AU$216 Based On Its Intrinsic Value?

Capital Investment Trends At REA Group (ASX:REA) Look Strong

Sep 09
Capital Investment Trends At REA Group (ASX:REA) Look Strong

We Ran A Stock Scan For Earnings Growth And REA Group (ASX:REA) Passed With Ease

Aug 26
We Ran A Stock Scan For Earnings Growth And REA Group (ASX:REA) Passed With Ease

Recent updates

Is REA Group Limited (ASX:REA) Worth AU$216 Based On Its Intrinsic Value?

Oct 18
Is REA Group Limited (ASX:REA) Worth AU$216 Based On Its Intrinsic Value?

Capital Investment Trends At REA Group (ASX:REA) Look Strong

Sep 09
Capital Investment Trends At REA Group (ASX:REA) Look Strong

We Ran A Stock Scan For Earnings Growth And REA Group (ASX:REA) Passed With Ease

Aug 26
We Ran A Stock Scan For Earnings Growth And REA Group (ASX:REA) Passed With Ease

At AU$255, Is It Time To Put REA Group Limited (ASX:REA) On Your Watch List?

Aug 06
At AU$255, Is It Time To Put REA Group Limited (ASX:REA) On Your Watch List?

REA Group Limited's (ASX:REA) Shareholders Might Be Looking For Exit

Jul 20
REA Group Limited's (ASX:REA) Shareholders Might Be Looking For Exit

Capital Investment Trends At REA Group (ASX:REA) Look Strong

May 14
Capital Investment Trends At REA Group (ASX:REA) Look Strong

Does REA Group (ASX:REA) Deserve A Spot On Your Watchlist?

Apr 30
Does REA Group (ASX:REA) Deserve A Spot On Your Watchlist?

REA Group Limited's (ASX:REA) Business Is Trailing The Market But Its Shares Aren't

Apr 17
REA Group Limited's (ASX:REA) Business Is Trailing The Market But Its Shares Aren't

Is REA Group Limited (ASX:REA) Potentially Undervalued?

Apr 03
Is REA Group Limited (ASX:REA) Potentially Undervalued?

Many Would Be Envious Of REA Group's (ASX:REA) Excellent Returns On Capital

Feb 07
Many Would Be Envious Of REA Group's (ASX:REA) Excellent Returns On Capital
User avatar

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.

Some Confidence Is Lacking In REA Group Limited's (ASX:REA) P/S

Nov 15
Some Confidence Is Lacking In REA Group Limited's (ASX:REA) P/S

Shareholder Returns

REAAU Interactive Media and ServicesAU Market
7D2.3%1.6%1.9%
1Y-0.7%0.8%10.8%

Return vs Industry: REA underperformed the Australian Interactive Media and Services industry which returned 0.8% over the past year.

Return vs Market: REA underperformed the Australian Market which returned 10.8% over the past year.

Price Volatility

Is REA's price volatile compared to industry and market?
REA volatility
REA Average Weekly Movement3.7%
Interactive Media and Services Industry Average Movement9.5%
Market Average Movement9.5%
10% most volatile stocks in AU Market20.6%
10% least volatile stocks in AU Market3.5%

Stable Share Price: REA has not had significant price volatility in the past 3 months compared to the Australian market.

Volatility Over Time: REA's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19953,418Owen Wilsonwww.rea-group.com

REA Group Limited, together with its subsidiaries, engages in online property advertising business in Australia, Asia, and North America It provides property and property-related services on websites and mobile applications. The company operates residential, commercial, and share property sites, such as realestate.com.au, realcommercial.com.au, flatmates.com.au, property.com.au, housing.com, makaan.com, proptiger.com, and realtor.com. It is also involved in the provision of mortgage brokerage and home financing solutions; property data services; mortgage application and e-lodgement solutions for the broking and lending industries; commercial real estate information and technology; vendor paid advertising; digital non-bank lending solutions; and home loans.

REA Group Limited Fundamentals Summary

How do REA Group's earnings and revenue compare to its market cap?
REA fundamental statistics
Market capAU$29.77b
Earnings (TTM)AU$677.90m
Revenue (TTM)AU$1.90b
43.9x
P/E Ratio
15.7x
P/S Ratio

Is REA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
REA income statement (TTM)
RevenueAU$1.90b
Cost of RevenueAU$717.00m
Gross ProfitAU$1.18b
Other ExpensesAU$501.60m
EarningsAU$677.90m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)5.14
Gross Margin62.19%
Net Profit Margin35.74%
Debt/Equity Ratio0%

How did REA perform over the long term?

See historical performance and comparison

Dividends

1.2%
Current Dividend Yield
48%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/22 18:40
End of Day Share Price 2025/10/22 00:00
Earnings2025/06/30
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 28 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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