REA Group Ltd (R9C) Stock Price & Analysis
R9C Stock Chart & Stats
- Day’s Range
- EUR 98.00 - EUR 98.50
- 52-Week Range
- EUR 78.00 - EUR 120.00
- Previous Close
- EUR 97.50
- Volume
- 0
- Average Volume (3M)
- 26
- Market Cap
- EUR 13.14B
- Enterprise Value
- EUR 18.04B
- Total Cash (Recent Filing)
- EUR 365.60M
- Total Debt (Recent Filing)
- EUR 75.60M
- Price to Earnings (P/E)
- 38.1
- Beta
- 0.49
- Next Earnings
- Nov 05, 2026 (Est.)
- EPS Estimate
- N/A
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.86%
Bulls Say, Bears Say
Bulls Say
Market Leadership And Audience Scale
REA’s leading audience and engagement create a durable network effect: more consumers attract more listings and advertisers, while broader inventory improves user value. This scale supports agent demand for premium exposure and strengthens the platform’s competitive position over the next several quarters.
Strong Profitability And Cash Generation
Strong EBITDA growth and rising free cash flow demonstrate that REA converts its marketplace position into substantial earnings and cash. This provides capacity to invest in products, absorb operating volatility, and continue shareholder returns without relying heavily on external financing.
Expanding Monetization Ecosystem
Growth across financial services, mortgage referrals, and property data broadens REA beyond listing fees and increases monetization of its audience and transaction ecosystem. These adjacent businesses can deepen customer relationships and create additional long-term revenue opportunities.
Bears Say
Weak Listing Volumes And Geographic Volatility
Flat-to-declining listings can constrain marketplace activity and reduce the volume of opportunities for agents to purchase premium products. Regional differences and volatile geographic mix also make reported yield growth less predictable, creating execution risk through FY27.
Profit Volatility And Rising Operating Costs
The disconnect between modest revenue growth and lower net income indicates that earnings are sensitive to cost, mix, or non-operating pressures. Planned cost growth, including technology and AI investment, could limit margin expansion if monetization does not scale quickly enough.
International Impairment And Associate Drag
The India impairment shows that international investments can destroy capital even where exit simplifies the group. Continued losses at Move also weigh on reported earnings and indicate that international expansion and AI investment still require time before delivering consistent financial contribution.
R9C FAQ
What was REA Group Ltd’s price range in the past 12 months?
What is REA Group Ltd’s market cap?
When is REA Group Ltd’s upcoming earnings report date?
How were REA Group Ltd’s earnings last quarter?
Is REA Group Ltd overvalued?
Does REA Group Ltd pay dividends?
What is REA Group Ltd’s EPS estimate?
How many shares outstanding does REA Group Ltd have?
What happened to REA Group Ltd’s price movement after its last earnings report?
Which hedge fund is a major shareholder of REA Group Ltd?
What is the TipRanks Smart Score and how is it calculated?
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 DE:R9C earnings summariesR9C Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 11 | 5 | 6 |
| Technical Analysis | 4 | 5 | 1 |
| Moving Averages | 7 | 0 | 5 |
