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
| Snöflinga Score | |
|---|---|
| Värdering | 0/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 4/6 |
Belöningar
Riskanalys
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REA Community Fair Values
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Analyst Price Targets
Top Community Narratives
AU$148
FV
8.7% övervärderad intrinsisk rabatt11.04%
Revenue growth p.a.
56
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REA Group Limited Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | AU$160.86 |
| 52 veckors högsta | AU$265.98 |
| 52 veckors lägsta | AU$131.07 |
| Beta | 0.65 |
| 1 månads förändring | 10.57% |
| 3 månaders förändring | -7.90% |
| 1 års förändring | -32.99% |
| 3 års förändring | 10.44% |
| 5 års förändring | -1.04% |
| Förändring sedan börsintroduktionen | 11,994.74% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Jul 06
REA: Tax Reforms Pressure Listings While Future P/E Rebound Drives Rerating Potential
Analysts have trimmed their A$ price target for REA Group by about A$17.70, reflecting slightly softer assumptions for revenue growth and future P/E while leaving key profitability and discount rate inputs largely unchanged. Analyst Commentary Recent Street research on Rare Earths Americas provides some context for how analysts are thinking about companies exposed to critical minerals.
Ny berättelse • Jun 25
Is REA Group a Good Value Opportunity?
Price AU$131.58 · Mkt cap AU$17.25b · as of 25 Jun 2026 · FY ends 30 Jun · AUD · prepared through the Franchise Blueprint (v3) Franchise Score 20 / 22 Rating A Verdict BUY-ZONE Accumulate below ~AU$118. An A-grade network monopoly down 44% in a year on a not-yet-legislated tax change — durability is intact; the entry is fair-to-cheap on the asset's own cost of capital, comfortable on the forward frame.
Uppdatering av berättelse • Jun 22
REA: Tax Reforms And Higher Risk Expectations Will Test Market Premium
Analysts have reset their 12 month price target for REA Group to A$129.00 from A$151.34. This reflects updated assumptions for a higher discount rate, slightly softer revenue growth, a marginally higher profit margin, and a lower future P/E multiple.Recent updates
Uppdatering av berättelse • Jul 06
REA: Tax Reforms Pressure Listings While Future P/E Rebound Drives Rerating Potential
Analysts have trimmed their A$ price target for REA Group by about A$17.70, reflecting slightly softer assumptions for revenue growth and future P/E while leaving key profitability and discount rate inputs largely unchanged. Analyst Commentary Recent Street research on Rare Earths Americas provides some context for how analysts are thinking about companies exposed to critical minerals.Ny berättelse • Jun 25
Is REA Group a Good Value Opportunity?
Price AU$131.58 · Mkt cap AU$17.25b · as of 25 Jun 2026 · FY ends 30 Jun · AUD · prepared through the Franchise Blueprint (v3) Franchise Score 20 / 22 Rating A Verdict BUY-ZONE Accumulate below ~AU$118. An A-grade network monopoly down 44% in a year on a not-yet-legislated tax change — durability is intact; the entry is fair-to-cheap on the asset's own cost of capital, comfortable on the forward frame.Uppdatering av berättelse • Jun 22
REA: Tax Reforms And Higher Risk Expectations Will Test Market Premium
Analysts have reset their 12 month price target for REA Group to A$129.00 from A$151.34. This reflects updated assumptions for a higher discount rate, slightly softer revenue growth, a marginally higher profit margin, and a lower future P/E multiple.Uppdatering av berättelse • Jun 04
REA: Future P/E Support And Margins Will Drive Rerating Potential
Analysts have kept their A$206.83 fair value estimate for REA Group steady, with only small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions to reflect updated research views. Analyst Commentary Bullish Takeaways Bullish analysts see REA Group's fair value as supported by its role in connecting property seekers with listings, which they view as an asset that can justify a premium P/E assumption if execution remains disciplined.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.Aktieägarnas avkastning
| REA | AU Interactive Media and Services | AU Marknad | |
|---|---|---|---|
| 7D | 7.9% | 4.6% | 0.8% |
| 1Y | -33.0% | -33.2% | 1.5% |
Avkastning vs industri: REA matchade Australian Interactive Media and Services branschen som gav -33.2 % under det senaste året.
Avkastning vs Marknaden: REA presterade sämre än Australian marknaden som gav 1.5 % under det senaste året.
Prisvolatilitet
| REA volatility | |
|---|---|
| REA Average Weekly Movement | 4.6% |
| Interactive Media and Services Industry Average Movement | 8.2% |
| Market Average Movement | 9.5% |
| 10% most volatile stocks in AU Market | 16.7% |
| 10% least volatile stocks in AU Market | 3.8% |
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 ( 5% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1995 | 3,418 | Cameron McIntyre | www.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
| REA grundläggande statistik | |
|---|---|
| Börsvärde | AU$21.10b |
| Vinst(TTM) | AU$572.90m |
| Intäkter(TTM) | AU$1.96b |
36.8x
P/E-förhållande10.8x
P/S-förhållandeÄr REA övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| REA resultaträkning (TTM) | |
|---|---|
| Intäkter | AU$1.96b |
| Kostnad för intäkter | AU$729.30m |
| Bruttovinst | AU$1.23b |
| Övriga kostnader | AU$654.60m |
| Intäkter | AU$572.90m |
Senast redovisade vinst
Dec 31, 2025
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 4.37 |
| Bruttomarginal | 62.73% |
| Nettovinstmarginal | 29.28% |
| Skuld/egenkapitalförhållande | 0% |
Hur har REA utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
1.7%
Aktuell utdelningsavkastning60%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/17 20:12 |
| Aktiekurs vid dagens slut | 2026/07/17 00:00 |
| Intäkter | 2025/12/31 |
| Årlig intjäning | 2025/06/30 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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 används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar 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.
| Analytiker | Institution |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Michael Ardrey | Bell Potter |