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REA:ASXREA Group Ltd Analysis

Data as of 2026-05-20 - not real-time

A$166.40

Latest Price

6/10Risk

Risk Level: Medium

Executive Summary

REA Group Limited is trading well below its long‑term fair‑value targets (median $210, mean $206.8) despite a strong dividend yield of 1.48% and a healthy payout ratio of 57%. The stock’s price (AU$166.4) sits between the 20‑day SMA (170.37) and 50‑day SMA (165.79) with a neutral RSI (46.9) and a bearish MACD histogram, indicating short‑term pressure while the underlying fundamentals – 6.1% revenue growth, 62.7% gross margin and solid operating cash flow – remain robust. Over the next 12‑24 months the upside potential (~24% to target) and consistent earnings growth support a strategic buy stance for long‑term investors.

Market Outlook

Short Term

< 1 year
Cautious
Model confidence: 4/10

Key Factors

  • Bearish MACD histogram and RSI below 50 suggest near‑term downside pressure
  • Price slipped below prior close (AU$166.4 vs AU$167.8) indicating a short‑term pullback
  • Volume trend is increasing but volatility remains high (34.6% 30‑day), raising execution risk

Medium Term

1–3 years
Neutral
Model confidence: 5/10

Key Factors

  • Fundamentals remain solid with 6.1% revenue growth and strong margins
  • Dividend yield of 1.48% and payout ratio under 60% support cash‑flow stability
  • Support at AU$156.85 and resistance at AU$181.10 keep price within a manageable range

Long Term

> 3 years
Positive
Model confidence: 7/10

Key Factors

  • Target mean price AU$206.8 and median AU$210 imply ~24% upside from current levels
  • Low beta (0.36) and strong ROE (28.4%) indicate resilient earnings in a cyclical sector
  • Industry PE average (17.1) versus REA’s PE (38.4) suggests the market is undervaluing future growth

Key Metrics & Analysis

Financial Health

Revenue Growth6.10%
Profit Margin29.28%
P/E Ratio38.4
ROE28.37%
ROA18.67%
Debt/Equity4.30
P/B Ratio10.7
Op. Cash FlowA$723.2M
Free Cash FlowA$479.6M
Industry P/E17.1

Technical Analysis

TrendNeutral
RSI46.9
SupportA$156.85
ResistanceA$181.10
MA 20A$170.37
MA 50A$165.79
MA 200A$195.98
MACDBearish
VolumeIncreasing
Fear & Greed Index89.18

Valuation

Fair ValueA$64.12
Target PriceA$206.83
Upside/Downside24.30%
GradeOvervalued
TypeBlend
Dividend Yield1.48%

Risk Assessment

Beta0.36
Volatility34.61%
Sector RiskMedium
Reg. RiskMedium
Geo RiskLow
Currency RiskLow
Liquidity RiskMedium

This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.