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Upturn AI Summary - About
Re Max Holding(RMAX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RMAX
09/24/2026: RMAX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
RE/MAX Holdings, Inc. is a well-established real estate franchisor operating an asset-light model that supports thousands of independent agents globally. The company’s primary strength lies in its strong brand identity and recurring fee-based revenue, which provides financial stability. Its main growth opportunity involves scaling its Motto Mortgage and wemlo fintech services within its existing network. However, the company faces significant risks from cyclical housing markets, intense competition from digital-first brokerage platforms, and industry-wide regulatory pressure on commission structures. The stock may best suit dividend-oriented investors who can tolerate sector-specific volatility while monitoring legal developments and the company’s ability to modernize its agent technology platforms.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth potential is tempered by cyclical housing market volatility and industry-wide regulatory headwinds. |
| Momentum investor | Weak fit | The stock often lacks strong momentum due to the prevailing challenges facing the residential real estate sector. |
| Value investor | Mixed fit | The valuation may appear attractive in certain market environments, but significant risks to the underlying business model persist. |
| Dividend investor | Strong fit | The company has a history of consistent dividend payments fueled by its recurring fee-based franchise model. |
| Low-risk investor | Weak fit | High exposure to real estate market cycles and legal risks creates significant volatility unsuitable for low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is highly sensitive to interest rate changes and housing market data releases. |
| Valuation risk | Medium | Market sentiment regarding the future of the broker-commission model can lead to rapid repricing. |
| Competition risk (Digital Brokerage) | High | Tech-enabled competitors threaten to disrupt traditional commission structures and agent loyalty. |
| Business quality | Medium | The franchise model generates recurring cash, but agent churn remains a persistent operational challenge. |
| Dividend income | Medium | While dividends are paid, they are subject to board approval and the health of the broader housing market. |
| Execution risk | Medium | Successful growth depends on effectively navigating complex legal environments and maintaining agent productivity. |
Price Behavior

Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.

Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -15.8% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 681.16M USD | Price to earnings Ratio - | 1Y Target Price 11.4 |
Price to earnings Ratio - | 1Y Target Price 11.4 | ||
Volume (30-day avg) 144.9K shares | Beta 1.84 | 52 Weeks Range 5.46 - 16.62 | Updated Date 09/24/2026 |
52 Weeks Range 5.46 - 16.62 | Updated Date 09/24/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.41 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Franchise Sales & Renewals | Initial franchise fees and recurring annual dues paid by RE/MAX brokerage owners. | This is the 'bread and butter' recurring revenue that provides the company's core financial stability. |
| Mortgage Services | Franchise fees and processing services from Motto Mortgage and wemlo. | A newer, diversifying business segment intended to capture more value from the existing homebuying transaction ecosystem. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 12.08 | Enterprise Value 605.00M | Price to Sales(TTM) 2.41 |
Enterprise Value 605.00M | Price to Sales(TTM) 2.41 | ||
Enterprise Value to Revenue 2.14 | Enterprise Value to EBITDA 12.26 | Shares Outstanding 21.32M | Shares Floating 16.98M |
Shares Outstanding 21.32M | Shares Floating 16.98M | ||
Percent Insiders 6.95 | Percent Institutions 86.17 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Re Max Holding
Exchange NYSE | Headquarters Denver, CO, United States | ||
IPO Launch date 2013-10-02 | CEO & Director Mr. W. Erik Carlson | ||
Sector Real Estate | Industry Real Estate Services | Full time employees 519 | Website https://www.remaxholdings.com |
Full time employees 519 | Website https://www.remaxholdings.com | ||
As of August 24, 2026, RE/MAX Holdings, Inc. was acquired by The Real Brokerage Inc. RE/MAX Holdings, Inc. operates as a franchisor of real estate brokerage services in the United States, Canada, and internationally. The company operates through three segments: Real Estate, Mortgage, and Marketing Funds. The Real Estate segment comprises real estate brokerage franchising services under the RE/MAX brand name, as well as with corporate-wide shared services. The Mortgage segment provides brokerage franchising services to real estate brokers, real estate professionals, mortgage professionals, and other investors under the Motto Mortgage brand name; and mortgage loan processing software and services under the wemlo brand name. The Marketing Funds segment manages marketing campaigns and agent marketing technology. The company also provides the BoldTrail platform, which integrates a suite of digital products that enables agents, brokers, and teams to establish, manage, and grow client relationships; and the RE/MAX University platform, a learning hub designed to help each agent with their professional. RE/MAX Holdings, Inc. was founded in 1973 and is headquartered in Denver, Colorado.

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