Stock REA REA GROUP LIMITED
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Financials REA Group Limited

Equities

REA

AU000000REA9

Internet Services

Market Closed - Australian S.E.
Other stock markets
 02:10:44 2024-04-26 am EDT 		5-day change 1st Jan Change
175.9 AUD -2.39% Intraday chart for REA Group Limited -0.03% -2.89%
Feb. 19 Prince William congratulates BAFTA winners backstage RE
Feb. 15 Competition Regulator Raises Concerns Over REA Group’s Proposed Acquisition of Real Estate Forms Firm MT

Valuation

Fiscal Period: June 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 12,650 14,209 22,332 14,775 18,897 23,241 - -
Enterprise Value (EV) 1 12,822 14,314 22,659 15,014 19,040 23,268 23,051 22,786
P/E ratio 121 x 126 x 69.1 x 38.4 x 53 x 54.7 x 41.4 x 35.6 x
Yield 1.23% 1.02% 0.78% 1.47% 1.1% 1.07% 1.33% 1.56%
Capitalization / Revenue 14.5 x 17.3 x 24.1 x 12.7 x 16 x 16.4 x 14.4 x 13 x
EV / Revenue 14.7 x 17.4 x 24.4 x 12.9 x 16.1 x 16.4 x 14.3 x 12.7 x
EV / EBITDA 25.6 x 29.1 x 40.1 x 22.3 x 30 x 29.7 x 24.9 x 21.3 x
EV / FCF 43.3 x 41.4 x 89 x 38.2 x 53.6 x 51.5 x 43.4 x 35.9 x
FCF Yield 2.31% 2.42% 1.12% 2.61% 1.87% 1.94% 2.31% 2.79%
Price to Book 14 x 16.4 x 19.6 x 11.3 x 12.9 x 14.4 x 12.4 x 10.6 x
Nbr of stocks (in thousands) 131,715 131,715 132,117 132,122 132,117 132,117 - -
Reference price 2 96.04 107.9 169.0 111.8 143.0 175.9 175.9 175.9
Announcement Date 8/8/19 8/6/20 8/5/21 8/8/22 8/10/23 - - -
1AUD in Million2AUD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: June 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 874.9 820.3 927.8 1,160 1,183 1,418 1,615 1,793
EBITDA 1 501.2 492.1 564.8 673.5 635 782.1 924.8 1,069
EBIT 1 441.6 397 482.1 580.4 544.5 668 808.9 947.9
Operating Margin 50.48% 48.4% 51.96% 50.03% 46.02% 47.1% 50.07% 52.87%
Earnings before Tax (EBT) 1 245 233.7 468.4 547.9 512.9 611 770.4 905.3
Net income 1 105 112.6 313 384.8 356.1 379 550 653.6
Net margin 12% 13.73% 33.73% 33.17% 30.1% 26.72% 34.05% 36.46%
EPS 2 0.7970 0.8530 2.446 2.913 2.697 3.214 4.247 4.946
Free Cash Flow 1 296.1 345.8 254.5 392.6 355.1 451.5 531.4 634.7
FCF margin 33.84% 42.15% 27.43% 33.84% 30.01% 31.83% 32.89% 35.4%
FCF Conversion (EBITDA) 59.08% 70.27% 45.07% 58.29% 55.92% 57.72% 57.46% 59.38%
FCF Conversion (Net income) 282% 307.1% 81.32% 102.03% 99.72% 119.11% 96.62% 97.1%
Dividend per Share 2 1.180 1.100 1.310 1.640 1.580 1.883 2.347 2.747
Announcement Date 8/8/19 8/6/20 8/5/21 8/8/22 8/10/23 - - -
1AUD in Million2AUD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: June 2020 S1 2020 S2 2021 S1 2021 S2 2022 Q1 2022 Q2 2022 S1 2022 Q3 2022 Q4 2022 S2 2023 S1 2023 S2 2024 S1 2024 S2 2025 S1 2025 S2
Net sales 1 440.3 379.9 430.4 497.5 264 326.4 590.4 278 291.8 569.8 617.3 566 725.5 699.2 - -
EBITDA 1 267.2 220 290.2 274.6 158 210 368 155 150.5 305.5 347.3 287.7 426 365.2 499 426
EBIT 1 230.5 - - 231.2 - 155.9 322.2 121.4 121.4 258.2 301.3 243.2 372 295 - -
Operating Margin 52.34% - - 46.48% - 47.76% 54.57% 43.69% 41.62% 45.31% 48.81% 42.97% 51.27% 42.19% - -
Earnings before Tax (EBT) - - - - - - - - - - 291.2 - 239.6 293.2 - -
Net income 147.7 - 173.5 - - - 221.3 - - - 201.6 155 127.4 212.5 - -
Net margin 33.54% - 40.31% - - - 37.48% - - - 32.66% 27.39% 17.56% 30.39% - -
EPS 2 - - 1.316 1.130 - 0.8400 1.675 0.6200 0.6200 1.238 1.526 1.171 0.9640 1.554 - -
Dividend per Share 2 0.5500 - - 0.7200 0.3800 0.7500 - 0.4500 0.4500 - - - 0.8700 1.046 - -
Announcement Date 2/6/20 8/6/20 2/4/21 8/5/21 11/4/21 2/3/22 2/3/22 5/5/22 8/8/22 8/8/22 2/9/23 8/10/23 2/7/24 - - -
1AUD in Million2AUD
Estimates

Balance Sheet Analysis

Fiscal Period: June 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 172 104 327 239 143 27.1 - -
Net Cash position 1 - - - - - - 190 454
Leverage (Debt/EBITDA) 0.3436 x 0.212 x 0.5785 x 0.3546 x 0.2258 x 0.0346 x - -
Free Cash Flow 1 296 346 255 393 355 451 531 635
ROE (net income / shareholders' equity) 32% 30.4% 32.9% 32.5% 25.7% 28% 31.2% 31.8%
ROA (Net income/ Total Assets) 17.8% 17% 16.1% 15.6% 13.7% 15.7% 17.4% 18.9%
Assets 1 588.6 664.2 1,950 2,462 2,598 2,408 3,157 3,455
Book Value Per Share 2 6.870 6.560 8.640 9.850 11.10 12.20 14.20 16.60
Cash Flow per Share 2 2.760 3.180 2.440 3.690 3.580 4.140 4.830 5.570
Capex 1 68 73.4 66.9 95 118 124 135 142
Capex / Sales 7.77% 8.94% 7.21% 8.19% 9.94% 8.75% 8.38% 7.92%
Announcement Date 8/8/19 8/6/20 8/5/21 8/8/22 8/10/23 - - -
1AUD in Million2AUD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for REA Group Limited

Trading Rating
Investor Rating
ESG Refinitiv
C+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
16
Last Close Price
175.9 AUD
Average target price
174.3 AUD
Spread / Average Target
-0.91%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

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