REA GROUP LIMITED (REA)
Share Price Analysis and Chart

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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
$238.89 23 Apr 2025	1.440 OPEN $241.68	0.61% HIGH $241.68	215,621 LOW $237.83

TARGET

$269.429

12.8% 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

Title	FY23 Actual	FY24 Actual	FY25 Forecast	FY26 Forecast
EPS (cps)	xxx	229.3	435.1	xxx
DPS (cps)	xxx	189.0	237.0	xxx
EPS Growth	xxx	- 15.0%	89.8%	xxx
DPS Growth	xxx	19.6%	25.4%	xxx
PE Ratio	xxx	N/A	55.1	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: 1.50%

DIVIDEND YIELD CALCULATOR

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	2019	2020	2021	2022	2023	2024
EPS Basic	xxx	xxx	xxx	xxx	xxx	229.3
DPS All	xxx	xxx	xxx	xxx	xxx	189.0
Sales/Revenue	xxx	xxx	xxx	xxx	xxx	1,677.0 M
Book Value Per Share	xxx	xxx	xxx	xxx	xxx	1,165.4
Net Operating Cash Flow	xxx	xxx	xxx	xxx	xxx	589.4 M
Net Profit Margin	xxx	xxx	xxx	xxx	xxx	18.06 %

EPS Basic

Negative
Growth
Slowing

DPS All

Negative
Growth
Slowing

Sales/Revenue

Negative
Growth
Slowing

Book Value Per Share

Negative
Growth
Slowing

Net Operating Cash Flow

Negative
Growth
Slowing

Net Profit Margin

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Return on Capital Employed	xxx	xxx	xxx	xxx	xxx	20.15 %
Return on Invested Capital	xxx	xxx	xxx	xxx	xxx	16.50 %
Return on Assets	xxx	xxx	xxx	xxx	xxx	11.37 %
Return on Equity	xxx	xxx	xxx	xxx	xxx	20.15 %
Return on Total Capital	xxx	xxx	xxx	xxx	xxx	36.41 %
Free Cash Flow ex dividends	xxx	xxx	xxx	xxx	xxx	360.6 M

Return on Capital Employed

Negative
Growth
Slowing

Return on Invested Capital

Negative
Growth
Slowing

Return on Assets

Negative
Growth
Slowing

Return on Equity

Negative
Growth
Slowing

Return on Total Capital

Negative
Growth
Slowing

Free Cash Flow ex dividends

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Short-Term Debt	xxx	xxx	xxx	xxx	xxx	9 M
Long Term Debt	xxx	xxx	xxx	xxx	xxx	272 M
Total Debt	xxx	xxx	xxx	xxx	xxx	281 M
Goodwill - Gross	xxx	xxx	xxx	xxx	xxx	922 M
Cash & Equivalents - Generic	xxx	xxx	xxx	xxx	xxx	204 M
Price To Book Value	xxx	xxx	xxx	xxx	xxx	16.87

Short-Term Debt

Negative
Growth
Slowing

Long Term Debt

Negative
Growth
Slowing

Total Debt

Negative
Growth
Slowing

Goodwill - Gross

Negative
Growth
Slowing

Cash & Equivalents - Generic

Negative
Growth
Slowing

Price To Book Value

Negative
Growth
Slowing

Title	2019	2020	2021	2022	2023	2024
Capex	xxx	xxx	xxx	xxx	xxx	125.0 M
Capex % of Sales	xxx	xxx	xxx	xxx	xxx	7.45 %
Cost of Goods Sold	xxx	xxx	xxx	xxx	xxx	879 M
Selling, General & Admin. Exp & Other	xxx	xxx	xxx	xxx	xxx	110 M
Research & Development	xxx	xxx	xxx	xxx	xxx	-
Investments - Total	xxx	xxx	xxx	xxx	xxx	474 M

Capex

Negative
Growth
Slowing

Capex % of Sales

Negative
Growth
Slowing

Cost of Goods Sold

Negative
Growth
Slowing

Selling, General & Admin. Exp & Other

Negative
Growth
Slowing

Research & Development

Investments - Total

Negative
Growth
Slowing

Negative

Growth

Slowing

EXPERT VIEWS
EXTRA COVERAGE

EXPERT VIEWS

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Sentiment Indicator

0.6

No. Of Recommendations

BROKER	DATE	RATING	RECOMMENDATION	TARGET PRICE	% TO REACH TARGET	COMMENTARY
Morgans	xx/xx/xxxx	3	xxxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Citi	xx/xx/xxxx	1	xxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Bell Potter	xx/xx/xxxx	1	xxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Ord Minnett	18/03/2025	3	Hold	$260.00	8.84%	REA Group plans to implement 8-9% price increases for agents in FY26, slightly below the 9-10% rise expected by Ord Minnett. Subscription changes include higher Flexi subscription prices, a new lower-tier option, and double-digit increases for Pro subscriptions, explains the broker. Add-on purchases such as AMAX (designed to enhance agent advertising and visibility on the platform) will also be encouraged. Management is aiming for double-digit yield growth in FY26, driven more by subscriptions and add-ons than direct price increases, observes the analyst. The Hold rating and $260 target are maintained.
UBS	xx/xx/xxxx	1	xxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Morgan Stanley	xx/xx/xxxx	1	xxxxxxxxxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Macquarie	xx/xx/xxxx	3	xxxxxxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial

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EXTRA COVERAGE

Display All Commentary

No. Of Recommendations

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%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Goldman Sachs	10/02/2025	1	Buy	$273.00	14.28%	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.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Jarden

xx/xx/xxxx

xxxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Goldman Sachs

10/02/2025

Buy

$273.00

14.28%

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	Rudi’s View: Best Buys & Conviction Calls On ASX Apr 10 2025 - Rudi's View

2	Rudi’s View: Time For Appreciating Quality Apr 02 2025 - Rudi's View

3	In Brief: Is The Aussie Market Misunderstood? Mar 21 2025 - Weekly Reports

4	Rudi’s View: Preparing For Tougher Times Ahead Mar 12 2025 - Rudi's View

5	Rudi’s View: To Sell Or Not To Sell Mar 06 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

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

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REA GROUP LIMITED (REA)
Share Price Analysis and Chart