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

$127.97

05 Dec
2022

0.840

OPEN

$127.50

0.66%

HIGH

$128.29

88,435

LOW

$126.41

TARGET
$125.871 -1.6% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
IPP . MEA . DHG . APD . VTH . PWG . RMY . APZ . VOL . HMC . DGH . PXA . UBN .
FNARENA'S MARKET CONSENSUS FORECASTS
REA: 1
Title FY21
Actual
FY22
Actual
FY23
Forecast
FY24
Forecast
EPS (cps) xxx 291.3 315.1 xxx
DPS (cps) xxx 164.0 172.2 xxx
EPS Growth xxx 19.1% 8.2% xxx
DPS Growth xxx 25.2% 5.0% xxx
PE Ratio xxx N/A 39.8 xxx
Dividend Yield xxx N/A 1.4% xxx
Div Pay Ratio(%) xxx 56.3% 54.7% xxx

Dividend yield today if purchased 3 years ago: 1.57%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

1.31

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: 25/08 - ex-div 89c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx291.3
DPS All xxxxxxxxxxxxxxx164.0
Sales/Revenue xxxxxxxxxxxxxxx1,427.4 M
Book Value Per Share xxxxxxxxxxxxxxx985.5
Net Operating Cash Flow xxxxxxxxxxxxxxx487.6 M
Net Profit Margin xxxxxxxxxxxxxxx26.96 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx32.46 %
Return on Invested Capital xxxxxxxxxxxxxxx23.07 %
Return on Assets xxxxxxxxxxxxxxx15.58 %
Return on Equity xxxxxxxxxxxxxxx32.46 %
Return on Total Capital xxxxxxxxxxxxxxx31.92 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx285.8 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

0.2

No. Of Recommendations

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

Citi

xx/xx/xxxx

3

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$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

5

xxxxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

10/11/2022

3

Neutral

$126.30

-1.30%

While REA Group's first quarter results were a -3% miss to UBS's expectations the broker is watchful for a potential uplift in refinancing activity. The broker anticipates the expectation of further rate rises will continue to weigh on seller sentiment near-term. 

The company has guided to an -18% listings decline year-on-year in October, and early signs point to a -25% decline year-on-year in November. UBS has lowered its FY23 listings growth assumption to -10% from -12%, and its revenue and earnings by, on average, -3% and -6% through to FY25.

The Neutral rating is retained and the target price decreases to $126.30 from $135.10.

FORECAST
UBS forecasts a full year FY23 EPS of 277.00 cents.
UBS forecasts a full year FY24 EPS of 317.00 cents.

Credit Suisse

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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REA STOCK CHART