- Revenue Growth Achieved 9% growth driven by ARPA and membership increases in core business and strategic areas, with agency revenues reaching £305 million and new homes revenues at £75 million.
- Strategic AI Expansion Tripled data models and launched 31 live AI projects, including conversational search (3x lead conversion boost), leveraging proprietary data from 28 million properties.
- Financial Returns Underlying EPS rose 11%, with £220 million returned to shareholders (£141 million via buybacks, £79 million dividends), and a 107% cash conversion ratio from operating profit.
- Market Share Dominance Maintained 70-80% market share on portals like SimilarWeb, with 85% of traffic from direct/organic sources and 16.8 billion minutes on site (2nd-highest ever).
- 2026 Guidance Revenue growth of 8-10% and 3-5% operating profit growth, supported by strategic areas (25% growth in 2025) and new partnerships (NatWest mortgages, Commercial segment overhauls).
Financial Highlights
The company's financial results demonstrate a strong performance, with revenue growth and operating profit growth driven by the core business and strategic growth areas. The increase in underlying EPS reflects the company's ability to deliver value to shareholders. As Rory Hook noted, "We're confident to deliver a larger, diversified, yet connected platform... We have a strong foundation built over 25 years."
Strategic Progress
Rightmove made significant strategic progress in 2025, with a strong focus on AI and data-driven innovation. The company has 31 live strategic AI projects, tripled the number of data models used to process proprietary data, and released over 6,000 tech updates. The company's strategic growth areas delivered a strong performance, with revenue increasing by GBP 5.7 million to GBP 29.1 million. Commercial revenues grew 13% to GBP 15.3 million, and Mortgages revenue was up almost 50% to GBP 6.8 million.
Valuation Metrics
Rightmove's valuation metrics indicate a premium rating, with a P/E Ratio of 15.58, P/B Ratio of 41.1, and P/S Ratio of 7.87. The company's Dividend Yield is 2.3%, and its Free Cash Flow Yield is 7.07%. The ROE is 264.68%, indicating a high level of profitability. Analysts estimate revenue growth at 8.3% for the next year, which may impact the company's valuation metrics.
Outlook
Rightmove's guidance for 2026 remains unchanged, with revenue growth expected between 8% and 10%, and underlying operating profit growth expected between 3% and 5%. The company's focus on organic growth, AI-driven innovation, and strategic partnerships is expected to drive future growth. With a strong market position and a robust financial performance, Rightmove is well-positioned to deliver long-term value to shareholders.