REA Group Ltd

REA: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Domain: CoStar Raises Its Offer

Roy Van Keulen

Mar 27, 2025

We raise our fair value estimate for narrow-moat Domain to AUD 4.43 per share from AUD 4.20 following the announcement of an improved nonbinding indicative proposal from wide-moat CoStar Group to acquire the business (see our note “Domain: CoStar Offers to Buy Australia’s Struggling Number 2 Property Portal). We assume a 100% probability of the business being acquired for the proposed offer. Our stand-alone valuation for the company remains AUD 2.65 per share.

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REA Group Ltd

Domain: CoStar Raises Its Offer

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