REA Group Ltd

REA: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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REA Group Earnings: Continuing to Outgrow Domain

Roy Van Keulen

Nov 8, 2024

We maintain our AUD 123 per share fair value estimate for wide-moat REA Group following its first-quarter results. Similar to narrow-moat Domain, REA Group had a strong start to the year, but we don’t expect this momentum to continue as listings activity is likely to slow from current elevated levels. One crosscurrent that may cause a delay to this normalization is a potential increase in distressed selling.

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REA Group Ltd

REA Group Earnings: Continuing to Outgrow Domain

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