REA GROUP LIMITED (REA)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

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

$229.78

19 Sep
2025

-1.970

OPEN

$233.08

-0.85%

HIGH

$233.84

300,995

LOW

$229.78

TARGET
$275.036 19.7% 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 45.6 xxx
Dividend Yield xxx N/A 1.3% xxx
Div Pay Ratio(%) xxx 48.3% 58.3% xxx

Dividend yield today if purchased 3 years ago: 2.07%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.07

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 85.3244.6291.3269.7229.3513.4
DPS All 110.0131.0164.0158.0189.0248.0
Sales/Revenue 881.9 M1,005.4 M1,427.4 M1,392.4 M1,677.0 M1,896.5 M
Book Value Per Share 656.1809.2985.51,110.21,165.41,448.5
Net Operating Cash Flow 419.1 M321.5 M487.6 M472.7 M589.4 M675.4 M
Net Profit Margin 12.74 %32.10 %26.96 %25.57 %18.06 %35.74 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed 12.70 %33.38 %32.46 %25.72 %20.15 %39.29 %
Return on Invested Capital 10.75 %24.16 %23.07 %19.57 %16.50 %35.83 %
Return on Assets 7.08 %16.29 %15.58 %13.71 %11.37 %24.29 %
Return on Equity 12.70 %33.38 %32.46 %25.72 %20.15 %39.29 %
Return on Total Capital 34.00 %32.56 %31.92 %29.08 %36.41 %39.37 %
Free Cash Flow ex dividends 252.9 M168.3 M285.8 M248.5 M360.6 M389.0 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 76 M9 M9 M11 M9 M10 M
Long Term Debt 251 M487 M478 M393 M272 M61 M
Total Debt 327 M496 M487 M403 M281 M71 M
Goodwill - Gross 878 M833 M830 M830 M922 M897 M
Cash & Equivalents - Generic 223 M169 M248 M260 M204 M429 M
Price To Book Value 16.4420.8911.3512.8816.8716.60

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex 73.4 M66.9 M95.0 M117.6 M125.0 M138.0 M
Capex % of Sales 8.32 %6.66 %6.66 %8.45 %7.45 %7.28 %
Cost of Goods Sold 440 M507 M829 M756 M879 M1,045 M
Selling, General & Admin. Exp & Other 33 M38 M42 M88 M110 M87 M
Research & Development ------
Investments - Total 305 M309 M637 M643 M474 M344 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

0.4

No. Of Recommendations

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

Citi

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

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

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

Bell Potter

08/08/2025

1

Upgrade to Buy from Hold

$284.00

23.60%

Bell Potter upgrades REA Group to Buy from Hold, with a rise in target price to $284 from $262, on the back of a roll-forward in the valuation and expected circa 20% growth in EPS across FY26 and FY27.

The FY25 result met the broker's expectations and consensus, with the 284c final dividend a clear beat on the forecast 234c per share. The company grossed cash of $298m from the sale of its 17.2% stake in Property Guru, which boosted net cash to $358.1m.

A possible sustainable lift in the payout could be implemented if a suitable M&A opportunity does not arise.

Management continues to point to positive operating jaws for FY26, with high-single-digit opex growth versus expectations for double-digit yield growth.

Commentary suggests the AMAX and Luxe add-on products are showing positive trends with monetisation opportunities.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 285.70 cents and EPS of 510.20 cents.
Bell Potter forecasts a full year FY27 dividend of 348.20 cents and EPS of 621.70 cents.

Ord Minnett

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

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

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
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

-4.69%

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
Rudi’s View: Coles, GemLife, Harvey Norman, Lynas, Orica, Reece, Seek & More

Sep 18 2025 - Rudi's View
2
Rudi’s View: August Results; Standouts, Turnarounds, Failures & Misfits

Sep 10 2025 - Rudi's View
3
Next Week At A Glance – 25-29 Aug 2025

Aug 22 2025 - Weekly Reports
4
Rudi’s View: Early August Signals & Observations

Aug 20 2025 - Rudi's View
5
Rudi’s View: BlueScope Steel, IGO, GrainCorp, Pilbara Minerals, Santos & More

Aug 14 2025 - Rudi's View

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