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
$213.25 |
Change
0.950(0.45%) |
Mkt cap ! $28.17B | |||
| Open | High | Low | Value | Volume |
| $211.29 | $213.49 | $209.65 | $31.05M | 146.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 457 | $213.21 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $213.44 | 1100 | 1 |
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| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| REA (ASX) Chart |