Stock Analysis

Can Revenue Gains Offset Profit Pressures in Anywhere Real Estate’s (HOUS) Turnaround Story?

  • Anywhere Real Estate Inc. reported third quarter 2025 results, posting revenue of US$1.63 billion, up from US$1.54 billion a year earlier, but swung from a net profit to a net loss, with a basic loss per share of US$0.12 compared to earnings per share of US$0.06 in the same quarter last year.
  • Despite revenue growth, the company’s shift from profitability to loss in the quarter draws attention to underlying operational or market challenges that may impact future performance.
  • We’ll explore how Anywhere Real Estate’s revenue growth alongside a quarterly net loss influences the company's investment outlook.

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Anywhere Real Estate Investment Narrative Recap

To invest in Anywhere Real Estate, you need to believe the company can expand margins and recover earnings through technology innovation, luxury segment strength, and platform integration, even when quarterly results reveal challenges. The latest swing to a Q3 net loss doesn’t materially impact the most immediate catalyst: the pending Compass acquisition, which is driving short-term sentiment, while the biggest current risk remains earnings pressure from commission rate trends and cost inflation.

Among recent company updates, the Compass acquisition agreement announced in September stands out. With the valuation set at US$1.7 billion, the deal places a spotlight on how current financial performance, including the Q3 net loss, could influence the trajectory of the merger and investor returns.

But despite the Compass deal offering a clear path forward, investors should also keep an eye on persistent risks tied to commission pressures and...

Read the full narrative on Anywhere Real Estate (it's free!)

Anywhere Real Estate's narrative projects $7.2 billion in revenue and $103.8 million in earnings by 2028. This requires 7.4% yearly revenue growth and a $211.8 million increase in earnings from the current level of -$108.0 million.

Uncover how Anywhere Real Estate's forecasts yield a $8.83 fair value, a 25% downside to its current price.

Exploring Other Perspectives

HOUS Earnings & Revenue Growth as at Nov 2025
HOUS Earnings & Revenue Growth as at Nov 2025

Simply Wall St Community members have published 3 fair value estimates for Anywhere Real Estate, ranging from US$4.50 to US$16.21 per share. While investor views are wide ranging, continued commission compression and costs could prove critical for the company’s performance, consider reviewing these differing perspectives before making your own assessment.

Explore 3 other fair value estimates on Anywhere Real Estate - why the stock might be worth as much as 37% more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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