Rightmove (3JD0) AI Stock Analysis
Rightmove
(Frankfurt:3JD0)
No summary available
Rightmove (3JD0) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 4.70B
- Dividend Yield
- 1.54%
- Average Volume (3M)
- ―
- Price to Earnings (P/E)
- 16.4
- Beta (1Y)
- 0.60
- Revenue Growth
- 3.75%
- EPS Growth
- 6.14%
- Country
- Germany
- Employees
- 900
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Internet Content & Information
Rightmove Business Overview & Revenue Model
Company Description
Rightmove plc, together with its subsidiaries, operates property portals in the United Kingdom and internationally. It operates through Agency, New Homes, and Other segments. The Agency segment provides property resale and letting advertising service...
Rightmove Earnings Call Summary
The call presented a strong set of operational and financial highlights (9% revenue and profit growth, double-digit EPS growth, robust returns to shareholders, significant product and AI progress, and strong audience engagement). These positives are tempered by near-term headwinds: a weaker H2 2025 driven by budget-related market hesitancy, ongoing New Homes supply weakness, higher operating costs from stepped-up investment and hiring, and a conservative profit growth outlook for 2026 (3%–5%). Strategic growth areas performed strongly (c.25% growth) and management signalled confidence in AI and data-driven product opportunities. Overall, the balance of demonstrated growth, cash returns, and strong platform/AI/product execution outweighs the near-term challenges and planned investment-driven profit moderation.
Q4-2025 Updates
Positive Updates
Negative Updates
Company Guidance
Rightmove reconfirmed November guidance for 2026: group revenue growth of 8–10% (H1 expected to be below full‑year), Core membership growth of ~1% and blended ARPA growth of £110–£120 (Estate Agency toward the lower end, New Homes higher), Strategic Growth Areas revenue up ~20–30%, and underlying operating profit growth of 3–5% with an underlying margin no lower than 67% (longer‑term profit growth to track revenue). CapEx is guided to c.£16m (<4% of revenue) with increased labour capitalisation and a post‑capitalisation incremental investment of ~£12m in 2026; the company expects to hire over 100 people. Rightmove remains highly cash generative (cash conversion 107% of operating profit) and will continue returning surplus cash: a £90m buyback to 31 July, while last year it returned £220m to shareholders (£141m buybacks, £79m dividends, +21% y/y), announced a final dividend of 6.59p (total 10.64p), reduced share count by 2% (c.40% of issued shares repurchased) and plans to reduce cash balances from ~£43m at Dec to ~£20m by H1.
Rightmove Peers Comparison
Overall Rating
EVER87.1Outperform
YELP76Outperform
NXDR72Outperform
Z60Neutral
ANGI52Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| EVER | 87Outperform | $1.09B | 9.56 | 44.77% | ― | 23.99% | 112.45% |
| YELP | 76Outperform | $1.20B | 9.63 | 18.61% | ― | 1.50% | -6.82% |
| NXDR | 72Outperform | $943.91M | -45.01 | -7.27% | ― | 9.79% | 53.33% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| Z | 60Neutral | $7.65B | -61.48 | -2.54% | ― | 15.10% | -272.05% |
| ANGI | 52Neutral | $280.18M | -1.29 | -25.73% | ― | -8.39% | -865.16% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:3JD0 | Rightmove Plc | 12.80 | -1.06 | -7.63% | |
| ANGI | Angi Inc. | 7.32 | -3.97 | -35.16% | |
| YELP | Yelp Inc | 20.52 | -8.39 | -29.02% | |
| Z | Zillow Group Inc Class C | 30.29 | -42.71 | -58.51% | |
| EVER | Everquote | 30.32 | 4.89 | 19.23% | |
| NXDR | Nextdoor Holdings, Inc. | 2.12 | 0.34 | 19.10% |
Disclaimer
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