REA Group Ltd (AU:REA)
ASX:REA
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REA Stock Chart & Stats
AU$174.65
-AU$1.31(-0.54%)
At close: 4:00 PM EST
AU$174.65
-AU$1.31(-0.54%)
Day’s Range― - ―
52-Week RangeAU$147.57 - AU$265.98
Previous CloseN/A
Volume47.05K
Average Volume (3M)249.67K
Market Cap
AU$21.66B
Enterprise ValueAU$21.15B
Total Cash (Recent Filing)AU$478.40M
Total Debt (Recent Filing)AU$176.00M
Price to Earnings (P/E)18.0
Beta0.93
Next Earnings
Aug 06, 2026EPS Estimate
2.26Next Dividend Ex-DateN/A
Dividend Yield1.33%
Share Statistics
EPS (TTM)4.34
Shares Outstanding131,644,600
10 Day Avg. Volume245,328
30 Day Avg. Volume249,671
Financial Highlights & Ratios
PEG Ratio0.38
Price to Book (P/B)16.61
Price to Sales (P/S)16.47
P/FCF Ratio59.09
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$205.60Price Target Upside17.72% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering10
EPS Forecast (FY)4.84
Revenue Forecast (FY)AU$1.80B
Bulls Say, Bears Say
Bulls Say
High Profitability & MarginsREA’s very high gross and operating margins reflect a scalable digital marketplace with low incremental costs per user. Sustained EBIT/EBITDA margins and strong net margin support durable cash generation, enabling reinvestment in products and continued shareholder returns even through cyclical softness.
Conservative Balance Sheet & Capital ReturnsExtremely low leverage and a high ROE provide financial flexibility to fund growth, absorb cyclical headwinds, or pursue selective M&A. A sizeable cash position plus an active buyback/dividend program shows capacity to sustain shareholder returns while maintaining investment in product and ops over the medium term.
Large Audience & Product MomentumGrowing audience and deeper engagement increase ad inventory value and strengthen recurring revenue from agents. Rapid AI adoption and rising penetration of premium products (Premiere+, Luxe) improve monetisation potential and competitive differentiation, supporting structural revenue growth trends.
Bears Say
Listing Volume WeaknessA persistent decline in new buy listings reduces marketplace inventory and advertiser demand, directly pressuring listings revenue and yields. Regional two‑speed weakness (smaller capitals) increases geo‑mix risk, making revenue and yield outcomes more sensitive to where activity concentrates over the medium term.
India Business LossesSustained losses in India represent an ongoing cash drain and execution challenge. Competitive pricing, packaging pressure and rising tech/license costs make path to profitability uncertain; continued investment without clear breakeven increases medium‑term cash burn and distracts management focus.
Rising Operating Costs And Weaker FCF GrowthWage inflation, higher tech/license costs and elevated marketing have tightened operational leverage, with Australian jaws closing. The 15.7% decline in free cash flow growth signals reduced cash conversion; if persistent, this constrains reinvestment, margin recovery and long‑term shareholder return capacity.
REA Group Ltd News
REA FAQ
What was REA Group Ltd’s price range in the past 12 months?
REA Group Ltd lowest share price was AU$147.57 and its highest was AU$265.98 in the past 12 months.
What is REA Group Ltd’s market cap?
REA Group Ltd’s market cap is AU$21.66B.
When is REA Group Ltd’s upcoming earnings report date?
REA Group Ltd’s upcoming earnings report date is Aug 06, 2026 which is in 77 days.
How were REA Group Ltd’s earnings last quarter?
Currently, no data Available
Is REA Group Ltd overvalued?
According to Wall Street analysts REA Group Ltd’s price is currently Undervalued.
Does REA Group Ltd pay dividends?
REA Group Ltd pays a Semiannually dividend of AU$1.38 which represents an annual dividend yield of 1.33%. See more information on REA Group Ltd dividends here
What is REA Group Ltd’s EPS estimate?
REA Group Ltd’s EPS estimate is 2.26.
How many shares outstanding does REA Group Ltd have?
REA Group Ltd has 131,644,600 shares outstanding.
What happened to REA Group Ltd’s price movement after its last earnings report?
Currently, no data Available
Which hedge fund is a major shareholder of REA Group Ltd?
Currently, no hedge funds are holding shares in AU:REA
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
REA Group Ltd Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
AU$205.60 (17.72% Upside)
AU$205.60 (17.72% Upside)
Blogger Sentiment
Bullish
AU:REA Sentiment 100%
Sector Average ―
Sector Average ―
Insider Transactions
Bought Shares
Worth AU$159.0K over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-15.47%
12-Months-Change
Fundamentals
Return on Equity
28.87%
Trailing 12-Months
Asset Growth
18.46%
Trailing 12-Months
Company Description
REA Group Ltd
REA Group Limited engages in online property advertising business in Australia, India, and internationally. It provides property and property-related services on websites and mobile applications. The company operates residential, commercial, and share property sites, such as realestate.com.au, realcommercial.com.au, smartline.com.au, makaan.com, housing.com, PropTiger.com, realtor.com, Flatmates.com.au, property.com.au, simpology.com.au, campaignagent.com.au, proptrack.com.au, myfun.com, housing.com, propertygurugroup.com, realtor.com, spacely.com.au, rumah123.com, iproperty.com.sg, 99.co, and 1form.com.au. It also provides mortgage brokerage and home financing solutions under the Mortgage Choice brand. The company was formerly known as realestate.com.au Ltd. and changed its name to REA Group Limited in December 2008. REA Group Limited was incorporated in 1995 and is headquartered in Richmond, Australia. REA Group Limited operates as a subsidiary of news corporation.
REA Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented solid financial results (revenue +5%, EBITDA +6%, NPAT +9%), strong audience and engagement gains, clear momentum in AI adoption and product innovation, and proactive capital returns (dividend +13% and $200m buyback). Offsetting these positives were persistent listing volume weakness (notably in smaller capitals), geo mix uncertainty that could affect yield, increased operating costs from wage inflation and tech/licensing, and continued losses in India. On balance the company showed operational strength, disciplined capital management and confidence in AI-driven product levers, while acknowledging near-term regional listing challenges and cost pressures.View all AU:REA earnings summariesREA Stock 12 Month Forecast
Average Price Target
AU$205.60
▲(17.72% Upside)
Technical Analysis
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Options Prices
Currently, No data available
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