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
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

$166.43

02 Aug
2021

4.770

OPEN

$162.46

2.95%

HIGH

$167.07

0

LOW

$161.71

TARGET
$160.083 -3.8% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
IPP . MEA . DHG . APD . VTH . PWG . RMY . APZ . VOL . HMC .
FNARENA'S MARKET CONSENSUS FORECASTS
REA: 1
Title FY19
Actual		 FY20
Actual		 FY21
Forecast		 FY22
Forecast
EPS (cps) xxx 85.3 256.5 xxx
DPS (cps) xxx 110.0 126.2 xxx
EPS Growth xxx 7.0% 100.0% xxx
DPS Growth xxx - 6.8% 14.7% xxx
PE Ratio xxx N/A 64.8 xxx
Dividend Yield xxx N/A 0.8% xxx
Div Pay Ratio(%) xxx 128.9% 49.2% xxx

Dividend yield today if purchased 3 years ago: 1.32%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.66

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: 08/03 - 59c (100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2021 FactSet UK Limited. All rights reserved
Title 201520162017201820192020
EPS Basic xxxxxxxxxxxxxxx85.3
DPS All xxxxxxxxxxxxxxx110.0
Sales/Revenue xxxxxxxxxxxxxxx881.9 M
Book Value Per Share xxxxxxxxxxxxxxx656.1
Net Operating Cash Flow xxxxxxxxxxxxxxx419.1 M
Net Profit Margin xxxxxxxxxxxxxxx12.74 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

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

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Credit Suisse

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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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

10/05/2021

3

Neutral

$160.00

-3.86%

REA Group's 13% increase in March quarter revenues and 10% in earnings beat the broker, thanks to higher than expected numbers for volumes and commercial/developer. The broker notes the June quarter is cycling a huge jump in listings a year ago.

But underlying conditions remain strong, and listing levels remain above those seen in 2018, the broker points out. Cost guidance is "flat", and the broker has increased forecasts. Price increases are planned for FY22-23.

Target rises to $160 from $155, Neutral retained.

FORECAST
UBS forecasts a full year FY21 dividend of 132.00 cents and EPS of 263.00 cents.
UBS forecasts a full year FY22 dividend of 153.00 cents and EPS of 307.00 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial
Access Stockbroker Research History >

REA STOCK CHART

FNArena News on REA

1
Weekly Ratings, Targets, Forecast Changes – 30-07-21

Aug 02 2021 - Weekly Reports
2
Next Week At A Glance – 2-6 Aug 2021

Jul 30 2021 - Weekly Reports
3
Rudi’s View: August Results; Anticipation & Trepidation

Jul 29 2021 - Rudi's View
4
Australian Broker Call *Extra* Edition – May 28, 2021

May 28 2021 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – May 21, 2021

May 21 2021 - Daily Market Reports

Latest Real Estate News

1
REA Group: Upside Break?

May 04 2021 - Technicals
2
REA Group Instils Confidence, Valuation Not So

Feb 08 2021 - Australia
3
Australian Broker Call *Extra* Edition – Sep 16, 2020

Sep 16 2020 - Daily Market Reports
4
Tailwinds Strengthening For REA Group

Aug 10 2020 - Australia
5
Rudi’s View: Price Targets Can Be Your Friend

Jun 25 2020 - Rudi's View
6
Is The Co-Working Space Dead?

Jun 19 2020 - Weekly Reports
7
Challenging Second Half Ahead For REA Group

Feb 10 2020 - Australia
8
Slow Start To FY20 For REA Group

Aug 12 2019 - Australia
9
Improving Outlook For Oz Housing Prices, BIS Oxford

Jul 15 2019 - Australia
10
REA Group Resisting Hostile Environment

May 13 2019 - Australia