REA GROUP LIMITED (REA)
Share Price Analysis and Chart

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REA

REA - REA GROUP LIMITED

FNArena Sector : Real Estate
Year End: June
GICS Industry Group : Media
Debt/EBITDA: 0.35
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS | ALL-TECH

REA Group is a global online real estate advertising company. The company was founded in 1995 and listed on the ASX with the help of News Ltd in 1999. The latter is still the largest shareholder with a circa 60% equity stake. REA Group is the domestic number one and runs similar assets in the US and countries in Asia.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$244.97

09 May
2025

-5.110

OPEN

$241.00

-2.04%

HIGH

$249.24

188,541

LOW

$239.50

TARGET
$269.143

-0.29 change from previous day

 9.9% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
APZ . DGH . DHG . HMC . PXA . RMY . UBN .
FNARENA'S MARKET CONSENSUS FORECASTS
REA: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 229.3 434.9 xxx
DPS (cps) xxx 189.0 237.2 xxx
EPS Growth xxx - 15.0% 89.7% xxx
DPS Growth xxx 19.6% 25.5% xxx
PE Ratio xxx N/A 55.2 xxx
Dividend Yield xxx N/A 1.0% xxx
Div Pay Ratio(%) xxx 82.4% 54.5% xxx

Dividend yield today if purchased 3 years ago: 1.78%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.79

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 29/08 - ex-div 102.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx229.3
DPS All xxxxxxxxxxxxxxx189.0
Sales/Revenue xxxxxxxxxxxxxxx1,677.0 M
Book Value Per Share xxxxxxxxxxxxxxx1,165.4
Net Operating Cash Flow xxxxxxxxxxxxxxx589.4 M
Net Profit Margin xxxxxxxxxxxxxxx18.06 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx20.15 %
Return on Invested Capital xxxxxxxxxxxxxxx16.50 %
Return on Assets xxxxxxxxxxxxxxx11.37 %
Return on Equity xxxxxxxxxxxxxxx20.15 %
Return on Total Capital xxxxxxxxxxxxxxx36.41 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx360.6 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx9 M
Long Term Debt xxxxxxxxxxxxxxx272 M
Total Debt xxxxxxxxxxxxxxx281 M
Goodwill - Gross xxxxxxxxxxxxxxx922 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx204 M
Price To Book Value xxxxxxxxxxxxxxx16.87

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx125.0 M
Capex % of Sales xxxxxxxxxxxxxxx7.45 %
Cost of Goods Sold xxxxxxxxxxxxxxx879 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx110 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx474 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.6

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

12/05/2025

1

Buy

$290.00

18.38%

UBS retains a Buy rating on REA Group and lowers the target price to $290 from $294, following further analysis of last Friday's 3Q results.

The broker's first impressions on the day of release follow.

Following a first read through of today's market update, UBS analysts find REA Group's 3Q25 result rather mixed, with revenue slightly ahead of forecasts, but higher-than-expected operating costs providing negative offset.

April listing volumes fell -11% year-on-year, including -16% declines in both Sydney and Melbourne, though FY25 guidance for 1–2% listing growth and 13–15% yield improvement remains unchanged.

UBS sees potential upside to consensus from pricing increases and revenue deferral, but also flags downside risk from elevated opex.

Forecast EPS for 2025 remains at 425c, while estimates for 2026 and 2027 are 511c and 588c respectively; all are slightly below consensus.

FORECAST
UBS forecasts a full year FY25 dividend of 235.00 cents and EPS of 428.00 cents.
UBS forecasts a full year FY26 dividend of 283.00 cents and EPS of 515.00 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

xx/xx/xxxx

4

xxxxxxxxxxx

$xx.xx

xx.xx%

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Goldman Sachs

10/02/2025

1

Buy

$273.00

11.44%

Goldman Sachs spotted a strong first-half result for REA Group, with "good" growth across multiple segments.

Management’s listing outlook is more positive than the broker’s prior forecasts for the second half and medium-term, supported by a robust third-quarter pipeline and the view the structural decline in listings has passed.

While the pending retirement of CEO Owen Wilson introduces uncertainty, Goldman expects the business to continue delivering strong growth.

The Buy rating remains unchanged, with the target rising by 2% to $273.

FORECAST
Goldman Sachs forecasts a full year FY25 dividend of 231.00 cents and EPS of 421.00 cents.
Goldman Sachs forecasts a full year FY26 dividend of 271.00 cents and EPS of 492.00 cents.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
FNArena Corporate Results Monitor – 09-05-2025

May 09 2025 - Australia
2
April In Review: ASX Becomes Tariff Safe Haven

May 06 2025 - Australia
3
Next Week At A Glance – 5-9 May 2025

May 02 2025 - Weekly Reports
4
Rudi’s View: Mag7 Dominance & Profit Warnings

May 01 2025 - Rudi's View
5
Rudi’s View: Awaiting The Real World Ramifications

Apr 30 2025 - Rudi's View

Latest Real Estate News

1
Affordable Opportunity In Aspen Group

Mar 25 2025 - Small Caps
2
REA Group: A Tale Of Two Cities

Aug 19 2024 - Australia
3
Weak Listings Not Insurmountable For REA Group

Feb 14 2023 - Australia
4
REA Group Heading Higher

Aug 16 2022 - Technicals
5
ESG Focus: Will Your Property Be Uninsurable By 2030?

May 05 2022 - ESG Focus
6
Can REA Group Stay The FY22 Course?

Feb 07 2022 - Australia
7
Is Valuation The Issue Now For REA Group?

Nov 08 2021 - Australia
8
REA: Wait For Lower Entry Point

Aug 17 2021 - Technicals
9
REA Group: Upside Break?

May 04 2021 - Technicals
10
REA Group Instils Confidence, Valuation Not So

Feb 08 2021 - Australia