RMV

Rightmove PLC

Real Estate First-pass screen £3.3bn

550/1000 Overall fit

AI beneficiary 35% 62

Operating leverage 25% 63

Valuation 25% 30

Downside protection 15% 64

First-pass take

Market-leading UK property portal (89% share of time) with accelerating AI integration (31 live initiatives, record uptake on AI valuation tool). Revenue +9%, EPS +15%, 70% underlying margins. Strong retention (90%), net cash £42.9m. No valuation data in filing; AI revenue contribution undisclosed.

Flags

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