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

$247.98

14 May
2025

4.150

OPEN

$245.12

1.70%

HIGH

$249.23

158,291

LOW

$241.80

TARGET
$269.571 8.7% 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 229.3 432.5 xxx
DPS (cps) xxx 189.0 235.6 xxx
EPS Growth xxx - 15.0% 88.6% xxx
DPS Growth xxx 19.6% 24.7% xxx
PE Ratio xxx N/A 57.2 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: 1.70%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.76

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

Bell Potter

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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Citi

12/05/2025

1

Buy

$275.00

10.90%

Having returned from a conference call with management at REA Group following today's Q3 update, Citi analysts report they see potential for minor consensus earnings downgrades.

The analysts also would not be surprised if the stock trades down in the near term, given CoStar's acquisition of competitor Domain Holdings Australia ((DHG)) is going ahead.

Citi itself does not expect a material impact on REA's position over the next 1–3 years. Marketing schedules are expected to expand initially if CoStar is successful in growing Domain's audience.

The take-up for REA's Pro Subscriptions is robust, but the broker suggests it remains too soon to set Buy Yield expectations for FY26, while the group is seeing a pick-up in activity post the Easter holidays and election.

Buy rating. Target price $275.

FORECAST
Citi forecasts a full year FY25 dividend of 229.60 cents and EPS of 419.00 cents.
Citi forecasts a full year FY26 dividend of 280.70 cents and EPS of 512.10 cents.

UBS

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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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

Goldman Sachs

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Jarden

15/05/2025

4

Underweight

$210.00

-15.32%

REA Group's 3Q25 revenue missed Jarden's forecast by -4%, but half of the miss was accounted for by revenue deferrals, which the broker expects will be reversed in 4Q.

The broker notes yield was the key driver for Australian revenue growth, with add-ons providing a boost. Jarden is confident yield growth will continue at a double-digit rate in FY26. The analyst also expects momentum in Indian volumes will continue.

Two key risks include any shortfall in listing volumes vs flat forecast, and marketing spending pressures if CoStar gains control of Domain Holdings Australia ((DHG)).

Underweight. Target unchanged at $210.

FORECAST
Jarden forecasts a full year FY25 dividend of 235.40 cents and EPS of 433.90 cents.
Jarden forecasts a full year FY26 dividend of 278.70 cents and EPS of 513.20 cents.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
Rudi’s View: 30 For ’30 & Best Buy Convictions

4:34 PM - Rudi's View
2
Australian Broker Call *Extra* Edition – May 15, 2025

1:41 PM - Daily Market Reports
3
Rudi’s View: Awaiting The Real World Ramifications (continued)

May 14 2025 - Rudi's View
4
Australian Broker Call *Extra* Edition – May 13, 2025

May 13 2025 - Daily Market Reports
5
REA Group Confident About Competition Threat

May 12 2025 - Australia

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