Rightmove (RTMVY)
OTHER OTC:RTMVY
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Rightmove
(OTC:RTMVY)
Select Model
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Rating:76Outperform
Price Target:
$13.00
▼(-5.73% Downside)
Action:ReiteratedDate:03/04/26
The score is driven by strong financial performance (durable profitability and cash generation with low leverage) and a constructive earnings outlook supported by continued shareholder returns. These positives are meaningfully offset by weak technicals (price below key moving averages and negative MACD) and guidance indicating near-term margin/profit growth moderation due to higher investment and market headwinds.
Positive Factors
Market-leading portal share
Sustained market share and dominant audience engagement create durable network effects: agents prefer the platform, buyers find more listings, and high direct/organic traffic reduces marketing spend. This entrenched position supports pricing power, customer retention, and long-term competitive moats.
Negative Factors
Investment-driven margin moderation
Management's planned step-up in hiring and capitalised investment is deliberate but will temper near-term profit growth and margin expansion versus historical peaks. Sustained higher operating cost base could compress free cash flow conversion until productivity gains materialize.
Read all positive and negative factors
Positive Factors
Negative Factors
Market-leading portal share
Sustained market share and dominant audience engagement create durable network effects: agents prefer the platform, buyers find more listings, and high direct/organic traffic reduces marketing spend. This entrenched position supports pricing power, customer retention, and long-term competitive moats.
Read all positive factors
Rightmove (RTMVY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$4.32B
Dividend Yield1.76%
Average Volume (3M)2.50K
Price to Earnings (P/E)18.7
Beta (1Y)0.40
Revenue Growth11.63%
EPS Growth8.12%
CountryUS
Employees900
SectorCommunication Services
Sector Strength97
IndustryInternet Content & Information
Share Statistics
EPS (TTM)0.37
Shares Outstanding378,788,100
10 Day Avg. Volume0
30 Day Avg. Volume2,505
Financial Highlights & Ratios
PEG Ratio2.34
Price to Book (P/B)48.35
Price to Sales (P/S)9.34
P/FCF Ratio17.08
Enterprise Value/Market Cap0.74
Enterprise Value/Revenue7.52
Enterprise Value/Gross Profit7.52
Enterprise Value/Ebitda11.03
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Rightmove Business Overview & Revenue Model
Company Description
Rightmove plc, together with its subsidiaries, operates property portals in the United Kingdom and internationally. It operates through Agency, New Homes, and Other segments. The Agency segment provides property resale and letting advertising serv...
How the Company Makes Money
Rightmove generates revenue primarily through subscription fees charged to estate agents and property developers for listing properties on its platform. The company offers various subscription packages that provide different levels of visibility a...
Rightmove Earnings Call Summary
Earnings Call Date:Feb 27, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Jul 24, 2026
Earnings Call Sentiment Positive
The call presented a strong set of operational and financial highlights (9% revenue and profit growth, double-digit EPS growth, robust returns to shareholders, significant product and AI progress, and strong audience engagement). These positives are tempered by near-term headwinds: a weaker H2 2025 driven by budget-related market hesitancy, ongoing New Homes supply weakness, higher operating costs from stepped-up investment and hiring, and a conservative profit growth outlook for 2026 (3%–5%). Strategic growth areas performed strongly (c.25% growth) and management signalled confidence in AI and data-driven product opportunities. Overall, the balance of demonstrated growth, cash returns, and strong platform/AI/product execution outweighs the near-term challenges and planned investment-driven profit moderation.Positive Updates
Group Revenue and Profit Growth
Revenue grew 9% year-on-year in 2025; underlying operating profit also grew 9%; underlying EPS increased 11%.
Negative Updates
Second-Half Market Weakness
H2 2025 weaker year-on-year driven by autumn budget uncertainty and market hesitancy; guidance expects H1 2026 growth to be lower than full-year due to high comparators and New Homes drag.
Read all updates
Q4-2025 Updates
Positive
Negative
Group Revenue and Profit Growth
Revenue grew 9% year-on-year in 2025; underlying operating profit also grew 9%; underlying EPS increased 11%.
Read all positive updates
Company Guidance
Rightmove reconfirmed November guidance for 2026: group revenue growth of 8–10% (H1 expected to be below full‑year), Core membership growth of ~1% and blended ARPA growth of £110–£120 (Estate Agency toward the lower end, New Homes higher), Strategic Growth Areas revenue up ~20–30%, and underlying operating profit growth of 3–5% with an underlying margin no lower than 67% (longer‑term profit growth to track revenue). CapEx is guided to c.£16m (<4% of revenue) with increased labour capitalisation and a post‑capitalisation incremental investment of ~£12m in 2026; the company expects to hire over 100 people. Rightmove remains highly cash generative (cash conversion 107% of operating profit) and will continue returning surplus cash: a £90m buyback to 31 July, while last year it returned £220m to shareholders (£141m buybacks, £79m dividends, +21% y/y), announced a final dividend of 6.59p (total 10.64p), reduced share count by 2% (c.40% of issued shares repurchased) and plans to reduce cash balances from ~£43m at Dec to ~£20m by H1.Rightmove Financial Statement Overview
Summary
Income Statement
91
Very Positive
Balance Sheet
72
Positive
Cash Flow
89
Very Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 425.13M | 389.88M | 364.32M | 332.62M | 304.89M |
| Gross Profit | 425.13M | 389.88M | 364.32M | 332.62M | 304.89M |
| EBITDA | 289.71M | 264.55M | 259.63M | 243.06M | 230.56M |
| Net Income | 212.31M | 192.71M | 199.15M | 195.68M | 183.09M |
Balance Sheet | |||||
| Total Assets | 127.96M | 118.50M | 104.87M | 101.76M | 107.58M |
| Cash, Cash Equivalents and Short-Term Investments | 42.83M | 41.14M | 38.77M | 40.14M | 47.99M |
| Total Debt | 7.17M | 6.16M | 7.40M | 9.57M | 11.01M |
| Total Liabilities | 45.80M | 37.64M | 35.52M | 33.60M | 37.05M |
| Stockholders Equity | 82.15M | 80.86M | 69.36M | 68.16M | 70.53M |
Cash Flow | |||||
| Free Cash Flow | 232.62M | 202.19M | 203.37M | 195.24M | 194.30M |
| Operating Cash Flow | 233.50M | 211.27M | 206.71M | 198.09M | 195.02M |
| Investing Cash Flow | -9.96M | -17.23M | -1.65M | -2.59M | -5.70M |
| Financing Cash Flow | -222.12M | -191.92M | -206.51M | -203.40M | -243.02M |
Rightmove Technical Analysis
Negative
13.79
Price Trends
12.02
Negative
13.06
Negative
16.46
Negative
Market Momentum
-0.24
Negative
42.94
Neutral
85.41
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RTMVY, the sentiment is Negative. The current price of 13.79 is above the 20-day moving average (MA) of 11.62, above the 50-day MA of 12.02, and below the 200-day MA of 16.46, indicating a bearish trend. The MACD of -0.24 indicates Negative momentum. The RSI at 42.94 is Neutral, neither overbought nor oversold. The STOCH value of 85.41 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RTMVY.
Rightmove Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | $4.32B | 18.71 | 264.68% | 1.76% | 11.63% | 8.12% | |
74 Outperform | $553.42M | 9.83 | 54.21% | ― | 57.83% | 293.63% | |
66 Neutral | $9.79B | 717.69 | 0.47% | ― | 15.17% | 75.90% | |
66 Neutral | $3.35B | 23.44 | 39.29% | ― | 4.21% | ― | |
62 Neutral | $10.00B | 717.59 | 0.47% | ― | 15.17% | 75.90% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
56 Neutral | $29.55B | 208.29 | 2.48% | ― | -87.55% | 336.73% |
* Communication Services Sector Average
RTMVY
Rightmove
11.31
-5.86
-34.13%
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.