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

$169.18

23 Sep
2021

4.430

OPEN

$166.02

2.69%

HIGH

$170.97

432,203

LOW

$166.02

TARGET
$164.65 -2.7% 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 FY20
Actual		 FY21
Actual		 FY22
Forecast		 FY23
Forecast
EPS (cps) xxx 244.6 294.2 xxx
DPS (cps) xxx 131.0 158.5 xxx
EPS Growth xxx 100.0% 20.3% xxx
DPS Growth xxx 19.1% 21.0% xxx
PE Ratio xxx N/A 57.3 xxx
Dividend Yield xxx N/A 0.9% xxx
Div Pay Ratio(%) xxx 53.6% 53.9% xxx

Dividend yield today if purchased 3 years ago: 1.52%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.78

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: 26/08 - 72c (100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2021 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 Assets xxxxxxxxxxxxxxx16.29 %
Return on Equity xxxxxxxxxxxxxxx33.38 %
Return on Total Capital xxxxxxxxxxxxxxx32.56 %
Capex xxxxxxxxxxxxxxx66.9 M
Capex % of Sales xxxxxxxxxxxxxxx6.66 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx168.3 M

Return on Assets

Return on Equity

Return on Total Capital

Capex

Capex % of Sales

Free Cash Flow ex dividends

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

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

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

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Credit Suisse

09/08/2021

3

Neutral

$152.50

-9.86%

FY21 results were below Credit Suisse estimates. The core Australian operations were lower while Asia performed better than expected.

Commentary surrounding the impact on listings of the Sydney lockdown, tougher comparables and the looming federal election in the second half of FY22 may have caused some of the sell-off in the stock, the broker assesses.

Expectations for volume growth in FY22 are eased back while the ultimate outcome for listings is considered far from certain. Credit Suisse retains a Neutral rating and increases the target to $152.50 from $152.00.

FORECAST
Credit Suisse forecasts a full year FY22 dividend of 165.00 cents and EPS of 300.00 cents.
Credit Suisse forecasts a full year FY23 dividend of 193.00 cents and EPS of 351.00 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

REA STOCK CHART

FNArena News on REA

1
Rudi’s View: Telstra, Iress, NextDC And That Grand Delusion

Sep 23 2021 - Rudi's View
2
Rudi’s View: Appreciating The Mighty All-Weathers

Sep 16 2021 - Rudi's View
3
Rudi’s View: Investment Themes For The Year Ahead

Sep 09 2021 - Rudi's View
4
Australian Broker Call *Extra* Edition – Sep 06, 2021

Sep 06 2021 - Daily Market Reports
5
Rudi’s View: August, It’s A Joke

Aug 19 2021 - Rudi's View

Latest Real Estate News

1
REA: Wait For Lower Entry Point

Aug 17 2021 - Technicals
2
REA Group: Upside Break?

May 04 2021 - Technicals
3
REA Group Instils Confidence, Valuation Not So

Feb 08 2021 - Australia
4
Australian Broker Call *Extra* Edition – Sep 16, 2020

Sep 16 2020 - Daily Market Reports
5
Tailwinds Strengthening For REA Group

Aug 10 2020 - Australia
6
Rudi’s View: Price Targets Can Be Your Friend

Jun 25 2020 - Rudi's View
7
Is The Co-Working Space Dead?

Jun 19 2020 - Weekly Reports
8
Challenging Second Half Ahead For REA Group

Feb 10 2020 - Australia
9
Slow Start To FY20 For REA Group

Aug 12 2019 - Australia
10
Improving Outlook For Oz Housing Prices, BIS Oxford

Jul 15 2019 - Australia