REA Group Limited

A$174.81As of Sun 8 Nov 2026, 12:00 UTC

ASX:REACommunication

Country Australia

PE (Fwd) •••

TSR 10Y CAGR 14.75%

Div yield 1.70%

ROE 34.88%

Internet Content & Information

Beta (5Y) 0.75

PE TTM 41.81

TSR TTM (14.05%)

Mkt cap A$22.85B

ROIC 41.28%

SE Grade™

Value

Quality

Moat

Consensus

Reference

$171

(2.04%)

(40.24%)

Hold 7|12|1|8|9

TTM

FYE 30 Jun AUD

FY2017

FY2018

FY2019

FY2020

FY2021

FY2022

FY2023

FY2024

FY2025

FY2026

FY2027E

Trend

10Y

Peers

4.102

Revenue$B

3.859

4.086

4.279

4.599

4.778

4.939

5.102

5.514

5.810

6.220

4.269

5.42%

5.57%

22.14

Revenue growth%

8.35

10.49

8.89

10.83

12.25

11.98

12.92

10.50

8.55

11.26

9.37

11.26

10.67

20.97

Gross margin%

19.73

22.04

20.39

22.39

21.32

22.17

23.32

23.33

23.71

21.46

8.86

23.32

22.11

10.17

Operating margin%

22.79

25.05

27.25

26.63

25.70

26.28

23.60

21.81

20.98

18.70

18.84

21.81

24.33

13.81

Net margin%

24.97

26.25

28.79

28.13

30.99

33.87

31.52

33.80

34.48

33.04

24.46

33.80

31.26

20.37

P/E ratio (avg)x

7.981

8.762

7.870

6.929

6.314

6.286

6.483

5.790

6.232

6.683

10.56

6.286

6.583

10.67

EV/EBITx

17.27

17.75

18.76

18.61

19.42

18.45

19.87

17.91

18.26

17.51

15.13

18.26

18.35

3.58

FCF yield (avg)%

18.43

21.35

21.25

21.13

23.91

26.22

27.53

25.41

23.30

22.25

20.91

25.41

22.77

17.02

FCF margin%

8.92

8.28

7.88

7.35

7.08

9.22

8.42

6.90

4.45

3.95

4.68

6.90

7.61

1.495

FCF / Net incomex

1.861

1.948

2.154

2.389

2.266

2.269

2.109

2.110

2.428

2.227

0.344

2.227

2.191

2.82

ROIC%

27.11

27.70

29.18

31.69

31.20

31.54

33.38

34.41

35.65

36.15

25.53

34.41

31.62

15.32

Return on equity%

15.93

13.26

10.43

8.47

11.08

13.03

15.98

16.54

17.27

19.38

17.58

16.54

14.60

28.05

Return on assets%

18.39

16.96

15.63

17.21

18.32

20.00

17.76

17.00

14.78

13.72

9.70

17.00

17.11

19.09

EPS$

6.13

5.52

4.98

5.26

5.31

5.90

5.46

6.16

5.67

5.76

21.30

1.67%

(0.85%)

—

18.56

EPS growth%

1.43

0.40

0.89

1.61

2.04

2.45

4.89

3.11

1.39

4.09

16.02

3.11

1.82

3.79

Bookvalue per sh$

18.17

16.43

15.75

14.16

14.75

14.24

12.54

13.44

11.91

11.18

6.07

(5.39%)

(4.37%)

—

6.81

FCF per share$

21.64

20.04

19.72

20.06

21.64

23.39

21.72

19.71

20.57

22.26

17.09

0.57%

(0.37%)

—

4.78

Dividend per sh$

19.01

21.82

23.03

22.29

21.29

23.38

22.48

21.42

24.88

26.71

7.63

4.64%

4.63%

—

24.09

Div yield (avg)%

5.63

2.84

4.45

6.29

8.34

7.26

5.46

4.11

2.30

0.40

21.47

4.11

4.95

2.33

Payout ratio%

32.06

29.77

27.16

27.83

28.08

26.89

24.54

25.13

23.42

21.82

20.75

24.54

27.03

134.1

Shares (diluted)M

180.8

198.0

203.7

193.9

183.6

182.7

181.4

176.2

180.4

193.7

132.5

1.07%

0.15%

23.37

Buyback yield%

11.93

10.36

9.76

7.03

7.98

9.87

10.72

9.74

9.59

8.47

3.33

9.74

9.75

0.130

D/E ratiox

0.274

0.253

0.235

0.212

0.199

0.211

0.190

0.205

0.209

1.374

0.205

0.211

3.783

Enterprise value$B

1.655

1.614

1.450

1.551

1.631

1.504

1.614

1.645

1.439

1.492

0.594

(1.76%)

(1.24%)

1.692

LT debt$B

4.191

3.899

3.937

4.304

4.159

4.319

4.419

4.322

4.519

5.139

2.078

4.32%

2.54%

Peers (US$15.69B)

Cap (US$)

WiseTech Global Limited

10.19B

57.85x

CAR Group Limited

6.784B

31.49x

SEEK Limited

3.563B

—

Tencent Music Entertai…

15.78B

11.28x

Capital

TTM

10Y

Leveragex

5.295

1.098

0.854

EBIT/Intx

0.358

0.215

0.199

Own earn%

(2.59)

195.63

167.54

Sh yield%

47.46

13.85

14.03

Owners

Insiders/Inst%

0.35

65.24

Short interest%

1.48

SBC / revenue%

0.36

Record

10Y

Profitable years

10/10

Revenue growth years

10/10

EPS growth years

10/10

Dividend streakyrs

Op margin range%

19–27

$1 testx

—

Incr. ROIC%

REA Group Limited, together with its subsidiaries, engages in digital advertising business in Australia, Asia, and North America. It provides property and property-related services on websites and mobile applications. The company operates residential, commercial, and share property sites, such as realestate.com.au, realcommercial.com.au, Flatmates.com.au, property.com.au, housing.com, and realtor.com.

Growth vs revenue

Latest

Trend

10Y CAGR

Rel growth

Revenue

$6.220B

5.57%

1.00×

Cost of revenue

$3.529B

5.48%

0.99×

Operating expenses

$1.144B

6.30%

1.07×