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: 0.63
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

$176.30

17 Apr
2024

0.760

OPEN

$175.42

0.43%

HIGH

$177.81

80,182

LOW

$174.88

TARGET
$175.343 -0.5% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
APZ . DGH . DHG . HMC . MEA . PXA . RMY . UBN .
FNARENA'S MARKET CONSENSUS FORECASTS
REA: 1
Title FY22
Actual
FY23
Actual
FY24
Forecast
FY25
Forecast
EPS (cps) xxx N/A 342.1 xxx
DPS (cps) xxx N/A 191.7 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 51.6 xxx
Dividend Yield xxx N/A 1.1% xxx
Div Pay Ratio(%) xxx N/A 56.0% xxx

Dividend yield today if purchased 3 years ago: 0.99%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

0.89

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: 04/03 - ex-div 87c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx269.7
DPS All xxxxxxxxxxxxxxx158.0
Sales/Revenue xxxxxxxxxxxxxxx1,392.4 M
Book Value Per Share xxxxxxxxxxxxxxx1,110.2
Net Operating Cash Flow xxxxxxxxxxxxxxx472.7 M
Net Profit Margin xxxxxxxxxxxxxxx25.57 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx25.72 %
Return on Invested Capital xxxxxxxxxxxxxxx19.57 %
Return on Assets xxxxxxxxxxxxxxx13.71 %
Return on Equity xxxxxxxxxxxxxxx25.72 %
Return on Total Capital xxxxxxxxxxxxxxx29.08 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx248.5 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 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx11 M
Long Term Debt xxxxxxxxxxxxxxx393 M
Total Debt xxxxxxxxxxxxxxx403 M
Goodwill - Gross xxxxxxxxxxxxxxx830 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx260 M
Price To Book Value xxxxxxxxxxxxxxx12.88

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx117.6 M
Capex % of Sales xxxxxxxxxxxxxxx8.45 %
Cost of Goods Sold xxxxxxxxxxxxxxx756 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx88 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx643 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

0.0

No. Of Recommendations

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

Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$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

09/02/2024

5

Sell

$112.50

-36.19%

REA Group's December-half result broadly met Ord Minnett's forecasts thanks to a strong performance from Australian residential, which outpaced continued heavy losses in India.

A sharp 13% average increase in residential listings was a major contributor to the result and the broker says the company's wide moat supports such rises without fears of market share lost (as opposed to the narrow-moat Domain Holdings Australia ((DHG)) which suffered market-share loss recently as a result of price rises).

Ord Minnett expects listings momentum to continue in the June half.

Sell rating retained, the broker considering the company to be very overvalued. Target price edges up 2% to $112.50.

FORECAST
Ord Minnett forecasts a full year FY24 dividend of 219.00 cents and EPS of 365.40 cents.
Ord Minnett forecasts a full year FY25 dividend of 184.00 cents and EPS of 307.50 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$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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REA STOCK CHART