The REA Group Ltd (ASX: REA) share price has been one of the ASX’s best shares over the last two decades, but the last few years have seen a lot of volatility. Experts have given their view on whether it’s great value and could deliver good returns.

As the chart below shows, the REA Group share price has dropped by around 30% in the past year.

When valuations fall that much, it could be an opportunity to invest. Is that the case with the REA Group share price?

High-quality economic moat remains

Investors should keep in mind that the company’s competitive advantages with realestate.com.au seem to remain.

In every result, the business tells the market how much ahead of its nearest rival it is.

For FY26, the company said that 12.7 million people visited per month on average, with around half of that total exclusively using realestate.com.au.

It achieved 146.4 million average monthly visits, which was 104.5 million more monthly visits than the nearest competitor on average.

REA Group also reported that 5.2 million unique properties were tracked by their owner on realestate.com.au, up 15% year over year. It also noted 2.5 million average monthly realestate.com.au buyer enquiries, up 8% year over year, as well as a 22% year-over-year increase in realestate.com.au leads.

For another important business that REA Group owns, realcommercial.com.au saw 2.9 million people visit per month on average, 1.8 million more people than the nearest competitor.

It’s with these competitive and numerical advantages that REA Group is able to sustain its leadership. Buyers want to go where the most property listings are, most sellers want to advertise on the property portal with the most buyers – a self-fulfilling circle.

The above market dynamic allows REA Group to generate revenue, regularly increase prices, and earn strong margins.

In FY26, the company reported that core revenue grew 7% (on flat listings growth), thanks to ‘buy yield’ growth of 13%, core operating profit (EBITDA) excluding associates rose 12%, and core net profit rose 15%.

What could the REA Group share price do in the next 12 months?

The company is currently in a tricky situation following tax changes affecting investment properties, and interest rates are considerably higher. Currently, new national buy listings are expected to be “flat to down low single-digits” in FY27.

But the company is targeting operational margin expansion with low-double-digit, controllable residential buy yield growth, driven by an 8% premiere+ price rise and growth in add-ons. Operating costs are expected to increase in the mid-single digits for Australia and mid-to-high single digits in FY27.

According to CMC Invest, there have been 10 ratings on the company in the last three months. The average price target is $187.40, suggesting a potential rise of around 20% over the next 12 months.

If that rise does happen, I think it would likely be an ASX market-beating return. So, at the current REA Group share price, it could be one to consider. However, there may be ASX shares that could produce even greater returns.

The post How much could the REA Group share price rise in the next year? appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Share prices change all the time, giving investors opportunities to buy and achieve strong returns. Experts have picked out some ASX shares that could deliver substantial returns.

Analysts tell investors what they think a business’ potential returns could be, along with a price target. The price target is the level analysts expect the share price to reach 12 months from the date of the investment rating.

Below are two ASX shares that experts think could deliver strong, potentially market-beating returns.

Regis Healthcare Ltd (ASX: REG)

Regis Healthcare is one of the largest aged care operators in Australia. It provides services to more than 10,000 older Australians through residential aged care homes, home care service hubs, day therapy, respite centres, and retirement villages.

According to CMC Invest, there have been six analyst ratings on the business within the last three months. The average price target is $6.08, implying that those six analysts collectively think the Regis Healthcare share price could rise by almost 40% over the next 12 months.

The Regis Healthcare share price has fallen around 30% since the end of August 2026 amid news that government funding is not going to rise as much as hoped in the year ahead, despite elevated inflation of costs.

To combat this, the ASX share is undertaking a range of initiatives to mitigate the margin pressures associated with government funding settings. Some of those ideas include increases to room prices, a rollout of higher everyday living fee (HELF) services, other revenue optimisation, and operational efficiency initiatives.

On top of that, there is the long-term tailwind of ageing demographics, which can increase the demand for aged care.

Based on the projection on CMC Invest, Regis Healthcare is currently priced at 18 times FY28’s estimated earnings at the time of writing.

Pinnacle Investment Management Group Ltd (ASX: PNI)

The other ASX share I want to highlight is Pinnacle. It says that it’s growing a diverse family of investment businesses (which Pinnacle calls affiliates).

While holding a stake in affiliates, it provides seed funding, global institutional and retail distribution, and industrial grade middle office and infrastructure services. By providing affiliates with quality non-investment services, Pinnacle enables them to focus on generating investment returns for clients.  

Some of the affiliates it’s invested in include Hyperion, Plato, Palisade, Resolution Capital, Solaris, Antipodes, Spheria, Firetrail, Coolabah, Pacific Asset Management, Life Cycle, and so on.

According to CMC Invest, there have been six analyst ratings on the business within the last six months. The average price target from those six analysts is $21.76, implying a potential 55% rise in the year ahead.

Volatility in the ASX share market and private credit sector may have impacted investor confidence, so a potential recovery in investor bullishness could help deliver a lot of the return. Time will tell how the uncertainty with private credit plays out for Pinnacle’s affiliate FUM.

According to CMC Invest, the business is valued at 16 times FY27’s estimated earnings.

The post 2 ASX shares tipped to grow up to 55% or more in the next 12 months appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Pinnacle Investment Management Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Pinnacle Investment Management Group. The Motley Fool Australia has positions in and has recommended Pinnacle Investment Management Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Deciding which ASX 200 shares are buys and which ones are sells can be difficult. 

To help you work things out, let’s look at three shares that experts are tipping as sells this week, courtesy of The Bull. 

Here’s what they are recommending:

ANZ Group Holdings Ltd (ASX: ANZ)

The team at Lazarus Capital Partners has named ANZ shares as a sell this week.

It has concerns with how the weakening housing market could impact lending growth and credit quality. Lazarus said: 

The bank faces headwinds as Australian house prices fall. After acquiring Suncorp Bank, ANZ is the country’s third largest home lender. The bank noted a 12 per cent fall in home loan application values since the May budget and the end of July following the Federal Government’s proposed changes to negative gearing and capital gains tax. 

Capital city house prices may fall more than 10 per cent from their peak, raising negative equity risks among recent low deposit buyers, which may pressure lending growth and credit quality. Investors may want to consider cashing in some gains given the share price rise since June.

Commonwealth Bank of Australia (ASX: CBA)

Over at Medallion Financial Group, it has named CBA shares as a sell.

Its team has concerns over the company’s valuation and thinks investors should be re-allocating capital to other areas of the market that offer more attractive potential returns. Medallion explains:

This bank delivered another strong result in full year 2026. The company posted cash profit of $10.982 billion in full year 2026, up 7 per cent on the prior corresponding period. The full year dividend of $5.05, fully franked, was up 4 per cent. CBA’s scale, customer franchise and technology investment underpin the company’s quality. 

Nevertheless, we believe the valuation leaves insufficient room for disappointment. Mortgage competition, operating costs and the potential for credit losses to normalise remain risks. We favour taking profits and re-allocating capital to other companies where earnings growth and income offer a more compelling prospective return.

Evolution Mining Ltd (ASX: EVN)

Gray Perry Wealth Advisers thinks that gold miner Evolution Mining could be an ASX 200 share to sell this week.

It thinks that recent share price strength means that there is limited room for operational setbacks or weaker metal prices. The wealth adviser explains:

Evolution Mining produces gold and copper from operations in Australia and Canada. The company delivered record cash generation, a net cash position and higher shareholder returns in full year 2026, supported by strong gold and copper prices. However, sustaining record earnings relies on gold and copper prices remaining high in a volatile world. 

Future performance depends on consistent delivery across major operations, disciplined investment and continuing replacement of mined reserves. After a recent and substantial share price recovery, the valuation leaves limited room for operational setbacks or weaker metal prices. Investors may want to consider taking profits at current levels.

The post Experts tip CBA and these ASX 200 shares as sells appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.