DDM Analysis: REA.AX

Valuation Snapshot

Stable Growth	$341.13 - $1,474.88	$827.78
Multi-Stage	$175.71 - $192.05	$183.73
Blended Fair Value	$505.76
Current Price	$240.49
Upside	110.30%
Decision	Buy

Dividend History & Growth Metrics (10Y)

Metric	5Y CAGR	10Y CAGR	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
DPS	12.53%	12.66%	2.12	1.70	1.64	1.47	1.14	1.18	1.17	0.98	0.85	0.76
YoY Growth	-	-	24.84%	3.65%	11.59%	29.12%	-3.23%	0.64%	19.38%	14.53%	11.76%	18.70%
Dividend Yield	-	-	0.88%	0.89%	1.15%	1.31%	0.67%	1.09%	1.19%	1.08%	1.29%	1.28%

Stable Growth Model (Adjusted)

(USD in Millions except Per Share Data)

Net Income To Common (M)	980.70
(-) Cash Dividends Paid (M)	504.70
(=) Cash Retained (M)	476.00

Metric	LOW	BASE	HIGH
Required Retention Ratio	20.0%	12.5%	7.5%
(=) Cash Required (M)	196.14	122.59	73.55
Cash Retained (M)	476.00	476.00	476.00
(-) Cash Required (M)	-196.14	-122.59	-73.55
(=) Excess Retained (M)	279.86	353.41	402.45
(/) Shares Outstanding (M)	132.24	132.24	132.24
(=) Excess Retained per Share	2.12	2.67	3.04
LTM Dividend per Share	3.82	3.82	3.82
(+) Excess Retained per Share	2.12	2.67	3.04
(=) Adjusted Dividend	5.93	6.49	6.86
WACC / Discount Rate	7.33%	7.33%	7.33%
Growth Rate	5.50%	6.50%	7.50%
Fair Value	$341.13	$827.78	$1,474.88
Upside / Downside	41.85%	244.21%	513.28%

Multi-Stage Model: Projections

(USD in Millions)

Metric	TTM	Dec-27	Dec-28	Dec-29	Dec-30	Dec-31	Terminal
Net Income (M)	980.70	1,044.45	1,112.33	1,184.64	1,261.64	1,343.64	1,383.95
Payout Ratio	51.46%	59.17%	66.88%	74.59%	82.29%	90.00%	92.50%
Projected Dividends (M)	504.70	618.00	743.91	883.56	1,038.23	1,209.28	1,280.16

Multi-Stage Valuation

Metric	LOW	BASE	HIGH
WACC / Discount Rate	7.33%	7.33%	7.33%
Growth Rate	5.50%	6.50%	7.50%
Year 1 PV (M)	570.37	575.77	581.18
Year 2 PV (M)	633.64	645.71	657.89
Year 3 PV (M)	694.58	714.52	734.84
Year 4 PV (M)	753.26	782.23	812.02
Year 5 PV (M)	809.72	848.83	889.44
PV of Terminal Value (M)	19,774.14	20,729.24	21,720.90
Equity Value (M)	23,235.72	24,296.31	25,396.27
Shares Outstanding (M)	132.24	132.24	132.24
Fair Value	$175.71	$183.73	$192.05
Upside / Downside	-26.94%	-23.60%	-20.14%

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REA Group Limited (REA.AX)

Valuation Snapshot

Dividend History & Growth Metrics (10Y)

Stable Growth Model (Adjusted)

Multi-Stage Model: Projections

Multi-Stage Valuation

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