REA Group Ltd

ASX: REA · Communication Services · Internet Content & Information

A$151.84
At close 24 Jul 2026
Market cap
A$20.1B
P/E (trailing)
29.6
EPS (FY25)
$5.13
Dividend / share
$2.12
52-week range
Intrinsic value
A$275.63

Share price

ASX: REA · AUD

Fair-value estimate per share, updated 26 Jul 2026

A$275.63 The median of our 3 model estimates

44.9% below fair value Against the A$151.84 price.

Discounted cash flow
A$61.00
EPS growth model
A$522.30
P/E multiple
A$275.63

See how each estimate is built →

Revenue

As reported · financial years

15.0% 1y 16.9% 5y p.a. 13.9% 10y p.a.

Earnings per share

Diluted · as reported

Profit margins

Gross, operating and net margin by financial year

Excellent Net margin of 35.2% in FY25: an unusually profitable business.

Shares outstanding

Diluted · falling means buybacks, rising means dilution

Stable -0.0% year-on-year, +0.0% a year over 10 years: share count has been stable over the long run.

Working-capital days

Days of revenue sitting in receivables (DSO)

Slowing collections DSO of 65 days vs a 51-day norm: customers are taking longer to pay than the historical norm.

Financial health

Latest financial year (FY25)

Return on equity
35.5%
Excellent
Current ratio
2.14
Very liquid
Debt to equity
0.04
Conservative
Interest coverage
74.4×
Very strong

Verdicts are graded against what's normal for the sector (Communication Services), not a one-size-fits-all bar. Hover a tile for the reasoning.

Dividends per share

Full dividend history →

Per financial year, as reported in the accounts

Balanced 41% of FY25 earnings paid out: a comfortable split between dividends and reinvestment.

Free cash flow

Cash from operations minus capital spending: what the DCF model projects from

Good 79% of FY25 net profit became free cash: most reported profit turns into cash.

Net debt

Borrowings and leases minus cash: the line shows how many years of operating profit (EBIT) would clear it

Net cash $358.1M more cash than debt in FY25: more cash on hand than total borrowings.

Five-year snapshot

Figures as reported in the company's filings

Metric FY21FY22FY23FY24FY25
Revenue $1.0B $1.4B $1.4B $1.7B $1.9B
Net profit $322.7M $384.8M $356.1M $302.8M $677.9M
EPS (diluted) $2.45 $2.91 $2.70 $2.29 $5.13
Dividend / share $1.14 $1.47 $1.64 $1.70 $2.12
Net margin 32.1% 27.0% 25.6% 18.1% 35.2%

What does REA Group (ASX: REA) do?

REA Group is a digital media company built around online property advertising, giving buyers, renters, sellers and agents tools to search, list and research real estate. Its best-known platform, realestate.com.au, sits at the center of a wider network of sites and apps spanning residential, commercial and share-property listings, with a presence stretching from Australia into India and several other overseas markets rather than a single domestic footprint.

A separate financial-services arm arranges home loans and mortgage broking under the Mortgage Choice brand, sitting alongside the core listings business. The company started life in 1995 as realestate.com.au Ltd; it took the REA Group Limited name in December 2008 and has traded on the ASX since 1999. Based in Richmond, Australia, and part of the News Corporation group, REA Group employs around 3,406 full-time staff under chief executive Cameron McIntyre.

Common questions about REA

Is REA undervalued right now? +

The median of our 3 model estimates puts REA Group Ltd's fair value at A$275.63 per share against a price of A$151.84, 44.9% below the estimate as at 26 Jul 2026. Model estimates are a starting point, not advice. See the full valuation breakdown.

Does REA pay a dividend? +

REA Group Ltd paid $2.12 per share in its most recent financial year with a recorded dividend. The dividend history chart above shows the full payout record.

How fast is REA growing? +

Revenue has compounded at 16.9% a year over the last five financial years, and 13.9% a year over ten.

What is REA's P/E ratio? +

REA Group Ltd trades on a trailing price-to-earnings ratio of 29.6, based on diluted earnings of $5.13 per share in FY25.

Compare REA with peers

How has REA Group (ASX: REA) performed financially over the years?

REA Group's reported revenue has climbed from $579.1M in FY2016 to $1,928.5M in FY2025, an almost uninterrupted upward path with only brief pauses, such as FY2020's $881.9M dipping from FY2019's $941.4M, and FY2023's $1,392.4M easing back from FY2022's $1,427.4M before resuming growth to $1,677.0M in FY2024 and $1,928.5M in FY2025.

Net income has moved less smoothly than revenue: $253.0M in FY2016, a sharp fall to $47.6M in FY2017, a rebound to $252.8M in FY2018, then declines to $105.0M and $112.4M in FY2019 and FY2020, before rising through $322.7M, $384.8M and $356.1M across FY2021 to FY2023. FY2025 net income reached $677.9M, the highest in the reported record, on diluted EPS of $5.13 and a net income ratio of 35.2%, alongside a gross profit ratio of 96.5%, up sharply from 64.3% in FY2024.

Against a share price of $141.91 as of July 3, 2026, REA traded at a current price-to-earnings ratio of 27.66, below its own five-year median P/E of 55.23. The valuation models produce a wide spread of per-share estimates: a P/E-ratio model of $283.33, an EPS-growth model of $536.88, and a DCF model of $61.00, underscoring how much these estimates diverge depending on the method and assumptions applied.

AI-assisted analysis generated from Craytheon's verified financial data · Updated 4 Jul 2026 · How this works

Data is general information only, not financial advice. Figures are as reported in company filings (some ASX companies report in USD); share prices are AUD.