Added to YB: 2026-03-13
Pitch date: 2026-03-11
RMV.L [bullish]
Rightmove plc
-2.56%
current return
Author Info
No bio for this author
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Company Info
Rightmove plc, together with its subsidiaries, operates property portal in the United Kingdom and internationally.
Market Cap
GBP 3.4B
Pitch Price
GBP 4.48
Price Target
N/A
Dividend
2.35%
EV/EBITDA
11.54
P/E
16.20
EV/Sales
7.94
Sector
Interactive Media and Services
Category
value
Show full summary:
An Update on Rightmove
RMV.L (holding update): UK property portal down 45% since May '25, now 14x fwd P/E (lowest ex-GFC vs 25x 20yr avg). Q4 rev +9% YoY, guiding 8-10% '26 rev growth, 5%+ EPS. AI fears overblown: 90% proprietary data, 85% organic traffic, £137M total opex vs ChatGPT disruption risk. Repurchasing ~5% annually. Base case 12-17% IRR to 20x P/E.
Read full article (7 min)