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$22.50B
Enterprise ValueAU$22.20B
Total Cash (Recent Filing)AU$478.40M
Total Debt (Recent Filing)AU$176.00M
Price to Earnings (P/E)18.0
Beta0.91
Next Earnings
May 08, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield1.33%
Share Statistics
EPS (TTM)2.58
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$207.09Price Target Upside18.57% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering11
EPS Forecast (FY)4.81
Revenue Forecast (FY)AU$1.80B
Bulls Say, Bears Say
Bulls Say
High Profitability MarginsREA's extremely high gross margin and strong EBIT/EBITDA margins reflect a low-cost, digital marketplace model that sustainably converts traffic into high-margin revenue. Durable margins support reinvestment in product, shareholder returns, and resilience through moderate listing cycles over months.
Strong Balance Sheet & ROEVery low leverage and a high ROE provide financial flexibility to fund product development, buybacks and dividends while absorbing cyclical revenue shocks. A strong equity base reduces refinancing risk and supports multi‑quarter strategic initiatives like AI rollout and international investments.
Platform Scale & Product PenetrationLarge, growing audience and deeper seller/buyer engagement strengthen network effects, raising advertiser willingness to pay and enabling higher-yield premium products. This scale underpins durable monetisation of new features (Premiere+, AI tools) across quarters and supports cross‑sell into adjacent services.
Bears Say
Listing Volume WeaknessSustained declines or regional two‑speed markets reduce core inventory that drives agent spend and listing upgrades. Lower new listings can depress yield and revenue growth for several quarters, making revenue visibility and guidance sensitive to housing activity and geo mix shifts.
Ongoing India LossesPersistent and guided losses in India indicate challenging monetisation and competitive pricing in a large market. Continued investment to chase scale will require funding and management attention, weighing on consolidated profitability and diverting resources from higher‑return initiatives over months.
Declining Free Cash Flow GrowthA meaningful fall in free cash flow growth reduces organic funding for capex, product investment and capital returns if it persists. Coupled with higher operating costs and closed jaws in Australia, this trend could constrain strategic flexibility and margin resilience across the next few quarters.
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$22.50B.
When is REA Group Ltd’s upcoming earnings report date?
REA Group Ltd’s upcoming earnings report date is May 08, 2026 which is in 11 days.
How were REA Group Ltd’s earnings last quarter?
REA Group Ltd released its earnings results on Feb 05, 2026. The company reported AU$2.578 earnings per share for the quarter, missing the consensus estimate of AU$2.64 by -AU$0.062.
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 for its next earnings report is not yet available.
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?
REA Group Ltd reported an EPS of AU$2.578 in its last earnings report, missing expectations of AU$2.64. Following the earnings report the stock price went down -7.835%.
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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
AU$207.09 (18.57% Upside)
AU$207.09 (18.57% Upside)
Blogger Sentiment
Bullish
AU:REA Sentiment 100%
Sector Average ―
Sector Average ―
Insider Transactions
Bought Shares
Worth AU$596.1K over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
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 Company Deck
REA Earnings Call
Q2 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$207.09
▲(18.57% Upside)
Technical Analysis
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Options Prices
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