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

$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%

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UBS

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Credit Suisse

xx/xx/xxxx

1

xxxxxxx xx xxxxxxxxxx xxxx xxxxxxx

$xx.xx

xx.xx%

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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%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

REA STOCK CHART

FNArena News on REA

1
Weekly Ratings, Targets, Forecast Changes – 13-05-22

May 16 2022 - Weekly Reports
2
Rudy’s View: Trend Is Turning For Corporate Profits

May 12 2022 - Rudi's View
3
FNArena Corporate Results Monitor – 11-05-2022

May 11 2022 - Australia
4
Australian Broker Call *Extra* Edition – May 10, 2022

May 10 2022 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – May 09, 2022

May 09 2022 - Daily Market Reports

Latest Real Estate News

1
ESG Focus: Will Your Property Be Uninsurable By 2030?

May 05 2022 - ESG Focus
2
Can REA Group Stay The FY22 Course?

Feb 07 2022 - Australia
3
Is Valuation The Issue Now For REA Group?

Nov 08 2021 - Australia
4
REA: Wait For Lower Entry Point

Aug 17 2021 - Technicals
5
REA Group: Upside Break?

May 04 2021 - Technicals
6
REA Group Instils Confidence, Valuation Not So

Feb 08 2021 - Australia
7
Australian Broker Call *Extra* Edition – Sep 16, 2020

Sep 16 2020 - Daily Market Reports
8
Tailwinds Strengthening For REA Group

Aug 10 2020 - Australia
9
Rudi’s View: Price Targets Can Be Your Friend

Jun 25 2020 - Rudi's View
10
Is The Co-Working Space Dead?

Jun 19 2020 - Weekly Reports