Company Valuation: REA Group Limited

Data adjusted to current consolidation scope
Fiscal Period: June 2021 2022 2023 2024 2025 2026 2027 2028
Capitalization 1 22,332 14,775 18,897 25,982 31,746 21,439 - -
Change - -33.84% 27.89% 37.5% 22.18% -32.47% - -
Enterprise Value (EV) 1 22,659 15,014 19,040 26,059 31,388 20,975 20,690 20,348
Change - -33.74% 26.82% 36.86% 20.45% -33.18% -1.36% -1.65%
P/E ratio 69.1x 38.4x 53x 85.8x 46.8x 34x 29.3x 25.4x
PBR 19.6x 11.3x 12.9x 16.9x 16.6x 10.2x 8.94x 7.67x
PEG - 2x -7.15x -5.7x 0x -4.94x 1.8x 1.6x
Capitalization / Revenue 24.1x 12.7x 16x 17.9x 19x 11.9x 10.8x 9.71x
EV / Revenue 24.4x 12.9x 16.1x 17.9x 18.8x 11.7x 10.4x 9.22x
EV / EBITDA 40.1x 22.3x 30x 32.6x 33.3x 20.1x 17.4x 15.1x
EV / EBIT 47x 25.9x 35x 38x 39x 23.2x 20x 17.1x
EV / FCF 89x 38.2x 53.6x 56.1x 58.4x 33.6x 28.3x 24.4x
FCF Yield 1.12% 2.61% 1.87% 1.78% 1.71% 2.98% 3.53% 4.09%
Dividend per Share 2 1.31 1.64 1.58 1.89 2.48 2.8 3.257 3.789
Rate of return 0.78% 1.47% 1.1% 0.96% 1.03% 1.72% 2.01% 2.33%
EPS 2 2.446 2.913 2.697 2.291 5.134 4.78 5.541 6.399
Distribution rate 53.6% 56.3% 58.6% 82.5% 48.3% 58.6% 58.8% 59.2%
Net sales 1 927.8 1,160 1,183 1,453 1,673 1,796 1,986 2,207
EBITDA 1 564.8 673.5 635 798.6 943.3 1,045 1,190 1,350
EBIT 1 482.1 580.4 544.5 685.1 803.9 902.6 1,037 1,188
Net income 1 313 384.8 356.1 302.8 677.9 632.1 729.6 843.5
Net Debt 1 326.7 238.8 143.4 77 -358.1 -464.8 -749.5 -1,092
Reference price 2 169.03 111.83 143.03 196.66 240.49 162.42 162.42 162.42
Nbr of stocks (in thousands) 132,117 132,122 132,117 132,117 132,004 132,000 - -
Announcement Date 8/5/21 8/8/22 8/10/23 8/8/24 8/5/25 - - -
1AUD in Million2AUD
Estimates

P/E ratio, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
33.98x11.68x20.08x1.72% 15.14B
19.67x5.53x12.67x1.02% 621B
24.67x6.45x19.37x-.--% 325B
21.05x2.44x13.04x-.--% 145B
11.16x14.27x140.9x0.36% 120B
29.92x3.69x23.01x-.--% 95.26B
25.12x4.58x13.03x-.--% 74.48B
72.3x4.95x24.59x-.--% 69.97B
9.59x38x8.1x-.--% 51.01B
9.26x4.44x48.78x0.44% 42.59B
Average 25.67x 9.60x 32.36x 0.35% 155.97B
Weighted average by Cap. 22.96x 7.01x 26.05x 0.46%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

  1. Stock Market
  2. Equities
  3. REA Stock
  4. Valuation REA Group Limited