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: 0.08
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

$251.03

29 Aug
2025

-1.810

OPEN

$252.01

-0.72%

HIGH

$253.66

157,056

LOW

$249.03

TARGET
$275.036 9.6% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
APZ . DGH . HMC . PXA . RMY . UBN .
FNARENA'S MARKET CONSENSUS FORECASTS
REA: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 513.4 509.2 xxx
DPS (cps) xxx 248.0 296.9 xxx
EPS Growth xxx 100.0% - 0.8% xxx
DPS Growth xxx 31.2% 19.7% xxx
PE Ratio xxx N/A 47.8 xxx
Dividend Yield xxx N/A 1.2% xxx
Div Pay Ratio(%) xxx 48.3% 58.3% xxx

Dividend yield today if purchased 3 years ago: 1.98%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.02

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 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx513.4
DPS All xxxxxxxxxxxxxxx248.0
Sales/Revenue xxxxxxxxxxxxxxx1,896.5 M
Book Value Per Share xxxxxxxxxxxxxxx1,448.5
Net Operating Cash Flow xxxxxxxxxxxxxxx675.4 M
Net Profit Margin xxxxxxxxxxxxxxx35.74 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx39.29 %
Return on Invested Capital xxxxxxxxxxxxxxx35.83 %
Return on Assets xxxxxxxxxxxxxxx24.29 %
Return on Equity xxxxxxxxxxxxxxx39.29 %
Return on Total Capital xxxxxxxxxxxxxxx39.37 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx389.0 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx10 M
Long Term Debt xxxxxxxxxxxxxxx61 M
Total Debt xxxxxxxxxxxxxxx71 M
Goodwill - Gross xxxxxxxxxxxxxxx897 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx429 M
Price To Book Value xxxxxxxxxxxxxxx16.60

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx138.0 M
Capex % of Sales xxxxxxxxxxxxxxx7.28 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,045 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx87 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx344 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

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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Ord Minnett

07/08/2025

3

Hold

$260.00

3.57%

REA Group’s FY25 final dividend exceeded market expectations, highlights Ord Minnett, while management signaled it would maintain positive 'jaws' (difference between sales and costs) into FY26 and FY27.

Operating earnings rose 18% year-on-year, in line with the broker’s forecasts, though no formal earnings guidance was issued as the CEO prepares to depart.

Ord Minnett expects the incoming leadership to retain the company's strategy focused on double-digit yield growth, underpinned by dominant market position and pricing power.

The broker's EPS forecasts were trimmed slightly by -0.1% to -0.4% over FY26-28, though the analyst expects continued strong fundamentals following Domain’ Holdings Australia's ((DHG)) de-listing as CoStar is about to take ownership.

The Hold rating and $260 target are maintained.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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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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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

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

08/08/2025

4

Underweight

$219.00

-12.76%

REA Group delivered strong FY25 results, according to Jarden, broadly in line with expectations, with revenue up 15% to $1,673m, earnings (EBITDA) up 17.5% to $969m, and a 57.9% margin.

Adjusted profit missed the broker's forecast by -1% due to higher depreciation, but a 138c final dividend surprised positively, reflecting a higher 2H payout ratio of 73%. Jarden lifts its FY26 payout ratio assumption to 70%, implying a 28% lift in FY26 DPS.

FY26 cost growth guidance of 9% came in modestly ahead of consensus, while losses in India are expected to widen due to Housing Edge softness, offsetting gains in domestic pricing.

Jarden forecasts 13% buy yield in FY26, driven by a 7% price increase to Premiere All, circa 5% from depth/add-ons, and 2% from subscriptions, partially offset by a -1% drag from geographic mix.

The broker raises its target price to $219 from $216 but maintains an Underweight rating, citing valuation concerns.

FORECAST
Jarden forecasts a full year FY26 dividend of 358.40 cents and EPS of 512.10 cents.
Jarden forecasts a full year FY27 dividend of 420.50 cents and EPS of 600.40 cents.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
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Latest Real Estate News

1
REA Group Confident About Competition Threat

May 12 2025 - Australia
2
Affordable Opportunity In Aspen Group

Mar 25 2025 - Small Caps
3
REA Group: A Tale Of Two Cities

Aug 19 2024 - Australia
4
Weak Listings Not Insurmountable For REA Group

Feb 14 2023 - Australia
5
REA Group Heading Higher

Aug 16 2022 - Technicals
6
ESG Focus: Will Your Property Be Uninsurable By 2030?

May 05 2022 - ESG Focus
7
Can REA Group Stay The FY22 Course?

Feb 07 2022 - Australia
8
Is Valuation The Issue Now For REA Group?

Nov 08 2021 - Australia
9
REA: Wait For Lower Entry Point

Aug 17 2021 - Technicals
10
REA Group: Upside Break?

May 04 2021 - Technicals