REA Group Geçmiş Kazanç Performansı
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REA Group yıllık ortalama 18.1% oranında kazançlarını artırırken, Interactive Media and Services sektöründe kazançlar growing at 18.1% annual. Gelirler growing yılda ortalama 13.7% oranında artmaktadır. REA Group'in özkaynak karlılığı 27% ve net marjı 29.3%'dir.
Anahtar bilgiler
18.06%
Kazanç büyüme oranı
18.05%
EPS büyüme oranı
| Interactive Media and Services Sektör Büyümesi | 27.63% |
| Gelir büyüme oranı | 13.68% |
| Özkaynak getirisi | 26.97% |
| Net Marj | 29.28% |
| Son Kazanç Güncellemesi | 31 Dec 2025 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
REA Group nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Dec 25 | 1,957 | 573 | 270 | 0 |
| 30 Sep 25 | 1,927 | 625 | 273 | 0 |
| 30 Jun 25 | 1,897 | 678 | 276 | 0 |
| 31 Mar 25 | 1,860 | 647 | 275 | 0 |
| 31 Dec 24 | 1,823 | 617 | 274 | 0 |
| 30 Sep 24 | 1,750 | 460 | 254 | 0 |
| 30 Jun 24 | 1,677 | 303 | 234 | 0 |
| 31 Mar 24 | 1,587 | 292 | 228 | 0 |
| 31 Dec 23 | 1,497 | 282 | 223 | 0 |
| 30 Sep 23 | 1,445 | 319 | 229 | 0 |
| 30 Jun 23 | 1,392 | 356 | 236 | 0 |
| 31 Mar 23 | 1,408 | 361 | 236 | 0 |
| 31 Dec 22 | 1,424 | 365 | 237 | 0 |
| 30 Sep 22 | 1,421 | 375 | 224 | 0 |
| 30 Jun 22 | 1,419 | 385 | 212 | 0 |
| 31 Mar 22 | 1,343 | 378 | 199 | 0 |
| 31 Dec 21 | 1,267 | 371 | 186 | 0 |
| 30 Sep 21 | 1,136 | 347 | 170 | 0 |
| 30 Jun 21 | 1,005 | 323 | 154 | 0 |
| 31 Mar 21 | 941 | 230 | 143 | 0 |
| 31 Dec 20 | 877 | 138 | 132 | 0 |
| 30 Sep 20 | 880 | 125 | 143 | 0 |
| 30 Jun 20 | 882 | 112 | 154 | 0 |
| 31 Mar 20 | 897 | 181 | 161 | 0 |
| 31 Dec 19 | 911 | 250 | 168 | 0 |
| 30 Sep 19 | 926 | 178 | 171 | 0 |
| 30 Jun 19 | 941 | 105 | 174 | 0 |
| 31 Mar 19 | 939 | 114 | 171 | 0 |
| 31 Dec 18 | 936 | 123 | 169 | 0 |
| 30 Sep 18 | 902 | 188 | 165 | 0 |
| 30 Jun 18 | 867 | 253 | 161 | 0 |
| 31 Dec 17 | 766 | 51 | 156 | 0 |
| 30 Sep 17 | 719 | 49 | 152 | 0 |
| 30 Jun 17 | 671 | 48 | 147 | 0 |
| 31 Dec 16 | 627 | 268 | 140 | 0 |
| 30 Sep 16 | 603 | 261 | 134 | 0 |
| 30 Jun 16 | 579 | 254 | 129 | 0 |
| 31 Dec 15 | 551 | 199 | 117 | 0 |
| 30 Sep 15 | 537 | 200 | 120 | 0 |
| 30 Jun 15 | 523 | 200 | 124 | 0 |
Kaliteli Kazançlar: REA yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: REA 'nin mevcut net kar marjları (29.3%) geçen yılın (33.8%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: REA şirketinin kazancı son 5 yılda yılda 18.1% oranında arttı.
Büyüme Hızlandırma: REA 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.
Kazançlar vs. Sektör: REA geçtiğimiz yıl negatif kazanç büyümesine ( -7.1% ) sahipti ve bu da onu Interactive Media and Services sektör ortalamasıyla ( 0.9% ) karşılaştırmayı zorlaştırıyordu.
Özkaynak Getirisi
Yüksek ROE: REA 'nin Özsermaye Getirisi ( 27% ) yüksek olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/24 21:08 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/06/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
REA Group Limited 32 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Michael Ardrey | Bell Potter |