REA Group Ltd (RPGRF) AI Stock Analysis
REA Group Ltd
(Other OTC:RPGRF)
No summary available
REA Group Ltd (RPGRF) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $16.29B
- Dividend Yield
- 1.86%
- Average Volume (3M)
- ―
- Price to Earnings (P/E)
- 38.9
- Beta (1Y)
- 0.85
- Revenue Growth
- 8.97%
- EPS Growth
- -15.76%
- Country
- US
- Employees
- 1,921
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Internet Content & Information
REA Group Ltd Business Overview & Revenue Model
Company Description
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, se...
REA Group Ltd Earnings Call Summary
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.
Q4-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Guidance for FY'27: REA expects new national buyer listings to be flat to down low-single-digits (July was -2% year‑on‑year and in line with the 8‑year average, with combined Sydney+Melbourne down 16% in July while Brisbane/Perth/Adelaide were up 13%), with controllable residential buy yield growth (excluding geo mix) targeted in the low double‑digits driven by an 8% Premiere+ price rise and stronger add‑ons (with Luxe flagged as a larger contributor than AMAX); the group will target operational margin expansion while Australian operating costs (ex iGUIDE/Simplicity M&A) are expected to rise mid‑single‑digits and group operating costs including M&A mid‑ to high‑single‑digits on a continuing‑business basis off a FY'26 base of $609m; CapEx to revenue is anticipated to remain within the 7–9% target range, contributions from associates should improve modestly, geo mix is the main swing factor, India is now treated as discontinued, and the balance sheet/optionality remain strong.
REA Group Ltd Peers Comparison
Overall Rating
AU:CAR80Outperform
AU:CHL60Neutral
AU:ART46Neutral
AU:FMR46Neutral
AU:RNT41.6Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| AU:CAR | 80Outperform | AUD 9.31B | 30.34 | 11.28% | 3.40% | 5.88% | 13.64% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| AU:CHL | 60Neutral | AUD 27.55M | -33.33 | -2.00% | ― | -6.77% | 95.53% |
| AU:ART | 46Neutral | AUD 97.92M | 400.00 | 14.39% | ― | 9.89% | ― |
| AU:FMR | 46Neutral | AUD 36.01M | -2.87 | -89.78% | ― | ― | -150.42% |
| AU:RNT | 42Neutral | AUD 47.83M | -5.86 | -110.48% | ― | 7.17% | -27.08% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RPGRF | REA Group Ltd | 115.96 | -21.13 | -15.41% | |
| AU:CAR | CAR Group Limited | 24.80 | -8.59 | -25.72% | |
| AU:RNT | Rent.com.au Ltd | 0.04 | -0.00 | -10.87% | |
| AU:FMR | Applyflow Limited | 0.49 | 0.13 | 36.11% | |
| AU:CHL | Camplify Holdings Ltd. | 0.33 | -0.01 | -2.94% | |
| AU:ART | Airtasker Ltd | 0.20 | -0.16 | -45.21% |
Disclaimer
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