The RealReal, Inc.

NasdaqGS:REAL Stock Report

Market Cap: US$1.2b

RealReal Dividends and Buybacks

Dividend criteria checks 0/6

RealReal does not have a record of paying a dividend.

Key information

n/a

Dividend yield

-0.2%

Buyback Yield

Total Shareholder Yield-0.2%
Future Dividend Yield0%
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

No updates

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
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Narrative Update 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).
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
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New Narrative 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.
Analysis Article 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...
Analysis Article 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 Alpha
Seeking 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 Alpha
Analysis Article 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 Alpha
Analysis Article 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...

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if REAL's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if REAL's dividend payments have been increasing.


Dividend Yield vs Market

RealReal Dividend Yield vs Market
How does REAL dividend yield compare to the market?
SegmentDividend Yield
Company (REAL)n/a
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.2%
Industry Average (Specialty Retail)2.3%
Analyst forecast (REAL) (up to 3 years)0%

Notable Dividend: Unable to evaluate REAL's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate REAL's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate REAL's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as REAL has not reported any payouts.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 16:51
End of Day Share Price 2026/05/08 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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

The RealReal, Inc. is covered by 21 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mark AltschwagerBaird
Simeon SiegelBMO Capital Markets Equity Research
Michael McGovernBofA Global Research