REA Group Ltd stock analysis
REA Group Ltd (R9C) Stock Price & Analysis
R9C Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 12.93B
- Enterprise Value
- CHF 18.04B
- Total Cash (Recent Filing)
- CHF 365.60M
- Total Debt (Recent Filing)
- CHF 75.60M
- Price to Earnings (P/E)
- 41.2
- Beta
- -0.13
- Next Earnings
- Feb 11, 2027 (Est.)
- EPS Estimate
- 1.6
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.63%
Bulls Say, Bears Say
Bulls Say
Cash Generation And Margins
Strong cash conversion and high margins indicate that reported earnings are supported by substantial underlying cash generation. This gives REA flexibility to fund technology and product investment, absorb moderate volatility, and continue shareholder returns without relying heavily on external financing.
Audience Scale And Market Position
The scale and engagement of realestate.com.au reinforce REA’s position as a leading property marketplace. A larger, more active audience increases the value of listings and advertising to agents, supporting network effects, customer retention, and durable monetization across market cycles.
Product And Services Expansion
Growth across financial services and property-data offerings broadens REA’s earnings base beyond core listing fees. These adjacent products can deepen relationships with agents and consumers, create additional monetization per customer, and support longer-term growth as transaction activity evolves.
Bears Say
Listing Volume Weakness
Flat or declining listings can limit the volume of inventory available for monetization and make revenue growth more dependent on price increases, upselling, and product mix. Continued weakness would also reduce operating leverage and increase sensitivity to regional housing-market conditions.
Profit Volatility
A decline in net income while revenue increased shows that growth has not translated consistently into bottom-line expansion. If cost or mix pressures persist, earnings may remain more volatile than the strong margins imply, potentially limiting reinvestment capacity and shareholder-return growth.
International Associate Drag
Ongoing losses from the Move associate dilute REA’s consolidated earnings and require continued investment while international operations scale. Although the year-on-year improvement is encouraging, sustained underperformance could weaken returns on international capital and distract from the stronger Australian business.
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REA Group Ltd Stock Smart Score
Company Description
REA Group Ltd
REA Group Limited functions as a global digital media enterprise primarily focused on online property advertising and associated services. The company delivers extensive property solutions via its diverse array of websites and mobile applications, serving markets in Australia, India, and other international regions. Its operations encompass major residential, commercial, and share property platforms, including well-known names such as realestate.com.au, realcommercial.com.au, realtor.com, and housing.com. Additionally, REA Group offers financial services, providing mortgage brokerage and home financing through its Mortgage Choice brand. Founded in 1995, the entity was initially named realestate.com.au Ltd. before rebranding to REA Group Limited in December 2008. Headquartered in Richmond, Australia, the company operates as a subsidiary of News Corporation.
- Sector
- Communicationservices
- Industry
- Internet Content & Information
- CEO
- Cameron Lloyd McIntyre
- Employees
- 1,921
- Website
- www.rea-group.com
- Address
- 511 Church Street, Richmond, VIC, 3121, AU
REA Group Ltd (R9C) Earnings & Revenues
R9C Company Deck
R9C Earnings Call
Earnings Call SentimentPositive
The call highlighted a strong financial year with double‑digit growth across key metrics (EBITDA +12%, NPAT +15%, FCF +17%), record audience and significant product and AI progress. Management demonstrated disciplined cost control, margin expansion and robust capital returns (higher dividends and a $200M buyback). Headwinds remain—flat-to‑slightly‑lower listings guided for FY'27, macro uncertainty from recent rate rises and tax changes, a material $111M India impairment and ongoing geo mix volatility. Early‑stage AI monetization and some elevated operating cost categories introduce near‑term execution and timing risks. Overall, the positive financial performance, strong cash generation and clear product momentum outweigh the listed challenges, but the company acknowledges continuing macro and operational uncertainties into FY'27.
View all CH:R9C earnings summaries









