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REA Group LimitedASX:REA Aktierapport

Marknadsvärde AU$22.4b
Aktiekurs
AU$170.33
AU$212.09
19.7% undervärderad intrinsisk rabatt
1Y-31.3%
7D-0.3%
Portföljens värde
Utsikt

REA Group Limited

ASX:REA Aktierapport

Börsvärde: AU$22.4b

REA Group (REA) Aktievy

REA Group Limited, tillsammans med sina dotterbolag, bedriver fastighetsannonsering online i Australien, Asien och Nordamerika. REA Group Limited tillhandahåller fastigheter och fastighetsrelaterade tjänster på webbplatser och mobilapplikationer. Mer information

REA fundamental analys
Snöflinga Score
Värdering1/6
Framtida tillväxt4/6
Tidigare resultat3/6
Finansiell hälsa6/6
Utdelningar4/6

REA Community Fair Values

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Community Contributor
US$7.43FV 50.1% undervärderad intrinsisk rabatt
36.8%Revenue growth p.a.
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12d ago

REA Group Limited Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för REA Group
Historiska aktiekurser
Aktuell aktiekursAU$170.33
52 veckors högstaAU$265.98
52 veckors lägstaAU$147.57
Beta0.67
1 månads förändring6.28%
3 månaders förändring-10.23%
1 års förändring-31.28%
3 års förändring23.08%
5 års förändring9.15%
Förändring sedan börsintroduktionen12,706.77%

Senaste nyheter och uppdateringar

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.

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.

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.

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.

Recent updates

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.

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.

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.

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.

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.

REA Group (ASX:REA) Will Pay A Dividend Of A$1.24

Feb 09
REA Group (ASX:REA) Will Pay A Dividend Of A$1.24

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.

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).

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.

REA Group (ASX:REA) Might Become A Compounding Machine

Dec 31
REA Group (ASX:REA) Might Become A Compounding Machine

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.

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.

REA Group Limited's (ASX:REA) Share Price Could Signal Some Risk

Dec 02
REA Group Limited's (ASX:REA) Share Price Could Signal Some Risk

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.

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.

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

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.

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
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.

Aktieägarnas avkastning

REAAU Interactive Media and ServicesAU Marknad
7D-0.3%-1.5%-0.5%
1Y-31.3%-30.0%5.8%

Avkastning vs industri: REA presterade sämre än Australian Interactive Media and Services branschen som gav -30 % under det senaste året.

Avkastning vs Marknaden: REA presterade sämre än Australian marknaden som gav 5.8 % under det senaste året.

Prisvolatilitet

Is REA's price volatile compared to industry and market?
REA volatility
REA Average Weekly Movement6.1%
Interactive Media and Services Industry Average Movement8.7%
Market Average Movement10.7%
10% most volatile stocks in AU Market17.7%
10% least volatile stocks in AU Market4.5%

Stabil aktiekurs: REA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för Australian.

Volatilitet över tid: REA s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19953,418Cameron McIntyrewww.rea-group.com

REA Group Limited, tillsammans med sina dotterbolag, bedriver fastighetsannonsering online i Australien, Asien och Nordamerika Bolaget tillhandahåller fastigheter och fastighetsrelaterade tjänster på webbplatser och i mobilapplikationer. Företaget driver webbplatser för bostäder, kommersiella fastigheter och andelsfastigheter, till exempel realestate.com.au, realcommercial.com.au, flatmates.com.au, property.com.au, housing.com, makaan.com, proptiger.com och realtor.com. Företaget tillhandahåller också lösningar för hypoteksförmedling och bostadsfinansiering, fastighetsdatatjänster, lösningar för ansökan om hypotekslån och e-lån för mäklar- och lånebranschen, information och teknik för kommersiella fastigheter, annonsering som betalas av leverantörer, digitala lösningar för utlåning utanför banksektorn samt bostadslån.

REA Group Limited Sammanfattning av grunderna

Hur förhåller sig REA Group:s resultat och omsättning till dess börsvärde?
REA grundläggande statistik
BörsvärdeAU$22.40b
Vinst(TTM)AU$572.90m
Intäkter(TTM)AU$1.96b
39.1x
P/E-förhållande
11.4x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
REA resultaträkning (TTM)
IntäkterAU$1.96b
Kostnad för intäkterAU$729.30m
BruttovinstAU$1.23b
Övriga kostnaderAU$654.60m
IntäkterAU$572.90m

Senast redovisade vinst

Dec 31, 2025

Nästa vinstdatum

May 07, 2026

Vinst per aktie (EPS)4.36
Bruttomarginal62.73%
Nettovinstmarginal29.28%
Skuld/egenkapitalförhållande0%

Hur har REA utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

1.6%
Aktuell utdelningsavkastning
60%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 07:45
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/06/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

REA Group Limited bevakas av 31 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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