Added to YB: 2026-02-20
Pitch date: 2026-02-18
RMV.L [bullish]
Rightmove plc
-0.35%
current return
Author Info
Daniel's Deep Dive shares fundamental stock analyst uncovering quality companies & long-term compounders through deep research — giving you actionable insights for informed investing. Sign up for the newsletter.
Company Info
Rightmove plc, together with its subsidiaries, operates digital property advertising and information portal in the United Kingdom and internationally.
Market Cap
GBP 3.3B
Pitch Price
GBP 4.32
Price Target
7.18 (+67%)
Dividend
2.33%
EV/EBITDA
11.70
P/E
16.77
EV/Sales
7.99
Sector
Interactive Media and Services
Category
value
Rightmove: The Real Estate Monopoly
RMV.L: UK property portal w/ ~75% mkt share, 85% direct traffic, 96% retention. 67% op margin, 53% FCF margin. Rev grew 8.6% CAGR past decade. Near-term margin pressure from £60M AI/cloud investment (2026-28). Growth 7-8% via pricing power + value chain expansion (mortgages, services). REA takeover bid £7.81/share rejected. DCF fair value £7.18, 30% MOS = £5.03 entry vs £4.31 current. Key risk: AI search disruption
Read full article (14 min)