I’m keeping an eye on REA shares in 2026

REA Group Ltd - REA Group is a Melbourne-based real estate advertising company, primarily known for its realestate.com.au platform, and is majority-owned by News Corp [2] - The company operates property websites in around 10 countries, with the Australian website receiving over 55 million visits monthly, and Australian operations account for the majority of its revenue [3] - REA generates revenue through property listings for sale or rent and has a smaller financial services arm offering mortgage broking [3] - Competitive advantages include network effects and economies of scale, with REA having greater market power compared to its main competitor, Domain [4] - The current price-to-sales ratio for REA shares is 13.24x, lower than its 5-year average of 17.41x, indicating potential undervaluation or increased sales [8] Zip Co Ltd - Zip Co is a financial technology company specializing in buy-now-pay-later (BNPL) services, allowing customers to make purchases and pay in interest-free installments [5] - The company operates globally, partnering with over 79,300 retailers and serving more than 6 million customers, and expanded into the US market by acquiring Quadpay in September 2020 [6] - The current price-to-sales ratio for Zip shares is 3.48x, which is lower than its 5-year average of 5.81x, suggesting potential undervaluation [9]