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Rightmove (RMVEY) AI Stock Analysis

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RMVEY

Rightmove

(Other OTC:RMVEY)

Select Model
Rating:85Outperform
Price Target:$18.00▲(20.76% Upside)
Action:reiterated
Date:08/30/26

The overall score is driven by Rightmove's outstanding financial health, characterized by industry-leading margins, a debt-free balance sheet, and exceptional cash flow generation. The technical trend is firmly bullish, though short-term indicators suggest caution. Valuation is fair, balancing moderated growth against high profitability. The absence of earnings call and corporate event data limits forward-looking qualitative insights.

Positive Factors
Marketplace Network EffectsThe two-sided marketplace reinforces itself: more listings improve consumer relevance, while greater audience reach increases value for agents and developers. This supports recurring advertiser demand, pricing power, and continued upselling of premium visibility, data, and software products.
Negative Factors
Margin ModerationAlthough profitability remains very high, the decline from earlier peak margins indicates that cost growth or operating mix may be reducing incremental earnings conversion. If this trend persists, revenue growth could translate into slower profit growth and reduce the durability of current returns.

Rightmove (RMVEY) vs. SPDR S&P 500 ETF (SPY)

-30%-20%-10%0%10%20%RMVEY+5.31%SPY+13.89%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
$4.70B
Dividend Yield
1.56%
Average Volume (3M)
16.87K
Price to Earnings (P/E)
16.4
Beta (1Y)
0.41
Revenue Growth
11.28%
EPS Growth
13.81%
Country
US
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...

How the Company Makes Money

Rightmove primarily makes money by charging subscription fees to property professionals (estate agents, letting agents, and new-home developers) to advertise their property listings and promote their brands on the Rightmove platform. The largest reve...

Rightmove Earnings Call Summary

Earnings Call Date:Feb 27, 2026(Q4-2025)|% Change Since:31.83%|Next Earnings Date:Feb 26, 2027
Earnings Call SentimentPositive

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.

Positive Updates

Group Revenue and Profit Growth
Revenue grew 9% year-on-year in 2025; underlying operating profit also grew 9%; underlying EPS increased 11%.

Negative Updates

Second-Half Market Weakness
H2 2025 weaker year-on-year driven by autumn budget uncertainty and market hesitancy; guidance expects H1 2026 growth to be lower than full-year due to high comparators and New Homes drag.

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 Financial Statement Overview

Summary

Exceptional profitability with operating margins above 65% and net margins above 50%. Revenue has grown at a 15% CAGR since 2020. The balance sheet is rock-solid with negligible debt (D/E 0.076) and extraordinary ROE exceeding 200%. Cash flow conversion is consistently above 95% of net income, providing ample coverage for obligations.

Income Statement

92Very Positive

Balance Sheet

95Very Positive

Cash Flow

94Very Positive

Rightmove Technical Analysis

Technical Analysis SentimentPositive
Last Price14.90

Price Trends

50DMA13.37Positive
100DMA12.92Positive
200DMA12.22Positive

Market Momentum

MACD0.46Negative
RSI62.46Neutral
STOCH83.58Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RMVEY, the sentiment is Positive. The current price of 14.90 is above the 20-day moving average (MA) of 14.46, above the 50-day MA of 13.37, and above the 200-day MA of 12.22, indicating a bullish trend. The MACD of 0.46 indicates Negative momentum. The RSI at 62.46 is Neutral, neither overbought nor oversold. The STOCH value of 83.58 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RMVEY.

Rightmove Peers Comparison

Overall Rating

UnderperformOutperform
Sector (60)

Financial Indicators

RMVEY against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
EVEREVER87Outperform$1.03B8.9344.77%―23.99%112.45%
RMVEYRMVEY85Outperform$5.37B16.41264.68%1.56%11.28%13.81%
YELPYELP75Outperform$1.12B9.5718.32%―0.07%-8.42%
Sector *60Neutral$48.67B4.58-11.27%4.14%2.83%-41.78%
ZZ60Neutral$6.64B-57.68-2.54%―15.10%-272.05%
NXDRNXDR57Neutral$789.04M-43.31-4.41%―12.26%70.96%
ANGIANGI52Neutral$274.03M-1.11-28.64%―-8.39%-865.16%

* Communication Services Sector Average

Performance Comparison

-50%0%50%RMVEYANGIYELPZEVERNXDRDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
RMVEY and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
RMVEYRightmove Plc14.900.815.72%
ANGIAngi Inc.6.33-4.51-41.61%
YELPYelp Inc20.26-8.05-28.44%
ZZillow Group Inc Class C28.80-40.00-58.14%
EVEREverquote27.892.539.98%
NXDRNextdoor Holdings, Inc.2.050.3923.49%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Aug 29, 2026