REA GROUP LIMITED (REA)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

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
$260.45 20 Aug 2025	-0.790 OPEN $262.87	-0.30% HIGH $265.98	129,365 LOW $259.53

TARGET

$275.036

5.6% 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	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	51.5	xxx
Dividend Yield	xxx	N/A	1.1%	xxx
Div Pay Ratio(%)	xxx	48.3%	58.3%	xxx

Dividend yield today if purchased 3 years ago: 1.90%

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	2020	2021	2022	2023	2024	2025
EPS Basic	xxx	xxx	xxx	xxx	xxx	513.4
DPS All	xxx	xxx	xxx	xxx	xxx	248.0
Sales/Revenue	xxx	xxx	xxx	xxx	xxx	1,896.5 M
Book Value Per Share	xxx	xxx	xxx	xxx	xxx	1,448.5
Net Operating Cash Flow	xxx	xxx	xxx	xxx	xxx	675.4 M
Net Profit Margin	xxx	xxx	xxx	xxx	xxx	35.74 %

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	2020	2021	2022	2023	2024	2025
Return on Capital Employed	xxx	xxx	xxx	xxx	xxx	39.29 %
Return on Invested Capital	xxx	xxx	xxx	xxx	xxx	35.83 %
Return on Assets	xxx	xxx	xxx	xxx	xxx	24.29 %
Return on Equity	xxx	xxx	xxx	xxx	xxx	39.29 %
Return on Total Capital	xxx	xxx	xxx	xxx	xxx	39.37 %
Free Cash Flow ex dividends	xxx	xxx	xxx	xxx	xxx	389.0 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	2020	2021	2022	2023	2024	2025
Short-Term Debt	xxx	xxx	xxx	xxx	xxx	10 M
Long Term Debt	xxx	xxx	xxx	xxx	xxx	61 M
Total Debt	xxx	xxx	xxx	xxx	xxx	71 M
Goodwill - Gross	xxx	xxx	xxx	xxx	xxx	897 M
Cash & Equivalents - Generic	xxx	xxx	xxx	xxx	xxx	429 M
Price To Book Value	xxx	xxx	xxx	xxx	xxx	16.60

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	2020	2021	2022	2023	2024	2025
Capex	xxx	xxx	xxx	xxx	xxx	138.0 M
Capex % of Sales	xxx	xxx	xxx	xxx	xxx	7.28 %
Cost of Goods Sold	xxx	xxx	xxx	xxx	xxx	1,045 M
Selling, General & Admin. Exp & Other	xxx	xxx	xxx	xxx	xxx	87 M
Research & Development	xxx	xxx	xxx	xxx	xxx	-
Investments - Total	xxx	xxx	xxx	xxx	xxx	344 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

Display All Commentary

Sentiment Indicator

0.6

No. Of Recommendations

BROKER	DATE	RATING	RECOMMENDATION	TARGET PRICE	% TO REACH TARGET	COMMENTARY
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
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	xx/xx/xxxx	1	xxxxxxx xx xxx xxxx xxxx	$xx.xx	xx.xx%	Broker commentary and detailed analysis is available for Full Members Only. Login above or Get a Free Trial
Ord Minnett	07/08/2025	3	Hold	$260.00	-0.17%	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%	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
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

Access Stockbroker Research History >

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	08/08/2025	4	Underweight	$219.00	-15.91%	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.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Jarden

08/08/2025

Underweight

$219.00

-15.91%

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: Early August Signals & Observations Aug 20 2025 - Rudi's View

2	Rudi’s View: BlueScope Steel, IGO, GrainCorp, Pilbara Minerals, Santos & More Aug 14 2025 - Rudi's View

3	Australian Broker Call Extra Edition – Aug 13, 2025 Aug 13 2025 - Daily Market Reports

4	Australian Broker Call Extra Edition – Aug 08, 2025 Aug 11 2025 - Daily Market Reports

5	Weekly Ratings, Targets, Forecast Changes – 08-08-25 Aug 11 2025 - Weekly Reports

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

Dividend Yield Today On Last Actual Payout :	0.95
Estimated Dividend Growth (Average Of Past Three Years)	%
Amount Invested	$
Tell Me The Dividend After This Many Years

	Yield	Yield on investment
This Year
Year 1
Year 2
Year 3
Year 4
Year

Get 2 Weeks free trial

Sign Up

Member Login

REA GROUP LIMITED (REA)
Share Price Analysis and Chart