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
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

$113.87

16 May
2022

2.560

OPEN

$112.50

2.30%

HIGH

$115.57

195,006

LOW

$112.50

TARGET
$140.671 23.5% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
IPP . MEA . DHG . APD . VTH . PWG . RMY . APZ . VOL . HMC . DGH . UBN .
FNARENA'S MARKET CONSENSUS FORECASTS
REA: 1
Title FY20
Actual
FY21
Actual
FY22
Forecast
FY23
Forecast
EPS (cps) xxx 244.6 311.2 xxx
DPS (cps) xxx 131.0 166.7 xxx
EPS Growth xxx 100.0% 27.2% xxx
DPS Growth xxx 19.1% 27.2% xxx
PE Ratio xxx N/A 35.2 xxx
Dividend Yield xxx N/A 1.5% xxx
Div Pay Ratio(%) xxx 53.6% 53.6% xxx

Dividend yield today if purchased 3 years ago: 1.49%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

1.20

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: 07/03 - ex-div 75c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx244.6
DPS All xxxxxxxxxxxxxxx131.0
Sales/Revenue xxxxxxxxxxxxxxx1,005.4 M
Book Value Per Share xxxxxxxxxxxxxxx809.2
Net Operating Cash Flow xxxxxxxxxxxxxxx321.5 M
Net Profit Margin xxxxxxxxxxxxxxx32.10 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx33.38 %
Return on Invested Capital xxxxxxxxxxxxxxx24.16 %
Return on Assets xxxxxxxxxxxxxxx16.29 %
Return on Equity xxxxxxxxxxxxxxx33.38 %
Return on Total Capital xxxxxxxxxxxxxxx32.56 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx168.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.7

No. Of Recommendations

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

Morgan Stanley

xx/xx/xxxx

3

xxxxxxxxx xx xxxxx-xxxxxx xxxx xxxxxxxxxx

$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

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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

Credit Suisse

xx/xx/xxxx

1

xxxxxxx xx xxxxxxxxxx xxxx xxxxxxx

$xx.xx

xx.xx%

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

Morgans

09/05/2022

1

Upgrade to Add from Hold

$145.40

27.69%

Following a third quarter update, Morgans lowers its target price for REA Group to $145.40 from $156.30. As the amended target price is still more than 10% above the prevailing share price, the broker raises its rating to Add from Hold.

A mix of listings growth and contracted price rises resulted in a resilient performance for the core Australian residential business in the 3Q, in the broker's opinion. Nonetheless, a volatile 4Q is expected on broader macroeconomic impacts and due to the Federal election.

FORECAST
Morgans forecasts a full year FY22 dividend of 154.00 cents and EPS of 312.00 cents.
Morgans forecasts a full year FY23 dividend of 200.00 cents and EPS of 368.00 cents.

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

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

Ord Minnett

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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

REA STOCK CHART