I was wondering why there was such a gap of valuation between REA (market cap of 28 bn$) and Domain (1.9 bn$).
A large part of this is simply explained by the difference of earnings : NPAT of 461 m$ for REA vs 50 m$ for Domain.
This difference of earnings is due both to revenues and margins :
- revenues* of REA of 1,453 m$ vs 393 m$ for Domain,
- EBITDA margin of 56.8 % for REA vs 33.5 % for Domain.
* looking at one recent example, there was a premium of 22 % for REA ads vs Domain ads.
Ann: REA Group Investor and Analyst Presentation FY24, page-19
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Last
$219.12 |
Change
-0.320(0.15%) |
Mkt cap ! $28.94B | |||
| Open | High | Low | Value | Volume |
| $218.16 | $219.12 | $217.55 | $28.29M | 129.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 460 | $218.40 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $219.29 | 520 | 2 |
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| Last trade - 16.10pm 28/08/2024 (20 minute delay) ? |
| REA (ASX) Chart |