CBRE Group（CBRE）株式概要
CBREグループは、米国、英国および国際的な商業不動産サービスおよび投資会社として事業を展開している。 詳細
CBRE Community Fair Values
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Analyst Price Targets
CBRE Group, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$131.04 |
| 52週高値 | US$174.27 |
| 52週安値 | US$118.81 |
| ベータ | 1.28 |
| 1ヶ月の変化 | -12.55% |
| 3ヶ月変化 | -10.86% |
| 1年変化 | 8.81% |
| 3年間の変化 | 74.79% |
| 5年間の変化 | 49.61% |
| IPOからの変化 | 2,042.34% |
最新ニュース
ナラティブの更新 • May 19
CBRE: Future Returns Will Reflect Limited AI Disruption And Aggressive Share Repurchases
Analysts trimmed their fair value estimate for CBRE Group by about $3 to $178.33, reflecting a lower future P/E assumption of roughly 22.8x, even as they factor in slightly higher revenue growth and profit margin potential and point to recent research that plays down AI disruption risks to the commercial real estate services model. Analyst Commentary Recent research around CBRE Group centers on how AI, sentiment swings and changing return expectations are feeding into valuation work and risk assessments.
ナラティブの更新 • May 01
CBRE: Data Assets And AI Resilience Will Drive Future Upside Potential
Analysts have nudged their price targets on CBRE Group higher by a few dollars per share, citing improved industry trends, updated company guidance, and confidence that AI risk to commercial real estate services remains limited in the near to medium term. Analyst Commentary Bullish analysts have been active around CBRE Group, updating their views as new guidance and industry data come through.分析記事 • Apr 30
CBRE Group's (NYSE:CBRE) Earnings Are Weaker Than They Seem
Despite announcing strong earnings, CBRE Group, Inc.'s ( NYSE:CBRE ) stock was sluggish. Our analysis uncovered some...ナラティブの更新 • Apr 17
CBRE: Data Assets And AI Resilience Will Support Future Upside
The analyst price target for CBRE Group has shifted modestly, with recent changes of a few dollars reflecting mixed updates from firms. These firms cite swings in commercial real estate sentiment, reassessments of AI related risks, and differing views on how the company's data assets and industry position may support its role in complex brokerage and advisory work.Recent updates
ナラティブの更新 • May 19
CBRE: Future Returns Will Reflect Limited AI Disruption And Aggressive Share Repurchases
Analysts trimmed their fair value estimate for CBRE Group by about $3 to $178.33, reflecting a lower future P/E assumption of roughly 22.8x, even as they factor in slightly higher revenue growth and profit margin potential and point to recent research that plays down AI disruption risks to the commercial real estate services model. Analyst Commentary Recent research around CBRE Group centers on how AI, sentiment swings and changing return expectations are feeding into valuation work and risk assessments.ナラティブの更新 • May 01
CBRE: Data Assets And AI Resilience Will Drive Future Upside Potential
Analysts have nudged their price targets on CBRE Group higher by a few dollars per share, citing improved industry trends, updated company guidance, and confidence that AI risk to commercial real estate services remains limited in the near to medium term. Analyst Commentary Bullish analysts have been active around CBRE Group, updating their views as new guidance and industry data come through.分析記事 • Apr 30
CBRE Group's (NYSE:CBRE) Earnings Are Weaker Than They Seem
Despite announcing strong earnings, CBRE Group, Inc.'s ( NYSE:CBRE ) stock was sluggish. Our analysis uncovered some...ナラティブの更新 • Apr 17
CBRE: Data Assets And AI Resilience Will Support Future Upside
The analyst price target for CBRE Group has shifted modestly, with recent changes of a few dollars reflecting mixed updates from firms. These firms cite swings in commercial real estate sentiment, reassessments of AI related risks, and differing views on how the company's data assets and industry position may support its role in complex brokerage and advisory work.
ナラティブの更新 • Apr 02
CBRE: AI Scare Trade And Data Assets Will Shape Future Sentiment
Analysts have trimmed the CBRE Group fair value estimate by about $1.05 to $142.25, reflecting lower published price targets from several firms, even as research notes point to improving commercial real estate trends and limited AI disruption risk for the business. Analyst Commentary Recent Street research on CBRE Group reflects a mix of cautious and constructive views, with several price target changes clustering in a relatively tight range.Seeking Alpha • Mar 21
CBRE Group: Solid Fundamentals, But Near-Term Headwinds Keep Me On Hold
Summary CBRE Group delivered strong 2025 results, expanding margins and maintaining a robust balance sheet, but near-term commercial real estate headwinds persist. CBRE's 2026 guidance anticipates mid-teens EPS growth and continued margin expansion, yet current office demand and transaction volumes remain weak. Valuation is at a justified premium (17.0x P/E vs. peers at 14.4x), but not compelling enough for a buy; I maintain a 'hold' rating. Longer-term, data center, outsourcing, and AI infrastructure trends offer upside, but are unlikely to offset near-term cyclical pressures. Read the full article on Seeking Alphaナラティブの更新 • Mar 19
CBRE: AI Scare Trade And Data Strength Will Shape Future Sentiment
Narrative Update on CBRE Group The revised analyst price target for CBRE Group now aligns with a fair value estimate of about $143.29, up from roughly $124.50. Analysts have adjusted their views to reflect a higher assumed future P/E multiple, along with modest changes to growth, profitability, and discount rate assumptions, supported by recent research that highlights both AI-related concerns and CBRE's data advantages and service breadth.ナラティブの更新 • Mar 05
CBRE: Data Assets And Limited AI Risk Will Support Future Upside
Narrative Update: CBRE Group Analyst Price Target Shift The updated analyst price target for CBRE Group moves from approximately $212 to $200, as analysts factor in a slightly higher discount rate, modestly lower revenue growth assumptions, and a lower future P/E multiple, while still highlighting the company's data assets and the view that AI poses limited structural risk to commercial real estate services. Analyst Commentary Recent research on CBRE Group centers on how AI risk, data assets, and the commercial real estate cycle feed into valuation assumptions and price targets.ナラティブの更新 • Feb 19
CBRE: Future Returns Will Reflect Resilient Exposure To Apartments And Single Family Rentals
The analyst price target for CBRE Group has been trimmed to about $182 from roughly $185, as analysts factor in slightly lower revenue growth and profit margin assumptions, along with a modestly lower future P/E. They are also weighing mixed recent research that includes both target cuts tied to broader commercial real estate concerns and incremental target increases from other firms.ナラティブの更新 • Feb 05
CBRE: Real Estate Services Exposure To AI Data Centers Will Support Upside
Narrative update The analyst fair value estimate for CBRE Group has shifted from US$197.00 to US$212.00, with analysts pointing to refreshed REIT sector outlooks and higher price targets from recent Street research as key supports for the change. Analyst Commentary Recent Street research on CBRE Group shows a cluster of higher price targets, which bullish analysts link to company specific factors rather than broad sector calls.ナラティブの更新 • Jan 22
CBRE: Future Performance Will Reflect Cyclical Resilience And Measured Real Estate Exposure Risks
Narrative Update The analyst price target for CBRE Group moves slightly higher, with our fair value estimate shifting from about $182.58 to about $184.83. This reflects updated views on long term revenue growth, profit margins, discount rate, and future P/E assumptions that are broadly consistent with recent Street targets around $192.ナラティブの更新 • Jan 08
CBRE: Moderating Brokerage Recovery And Capital Returns Will Shape Future Performance
Narrative Update: CBRE Group Analyst Price Target Shift The Street’s view on CBRE Group has edged higher, with analysts lifting a key price target to US$165 from US$146. They cite a continuing but moderating recovery in U.S. real estate brokerage activity as a core part of their rationale.ナラティブの更新 • Dec 20
CBRE: Gradual Brokerage Recovery And Buybacks Will Drive Future Upside
Analysts raised their price target on CBRE Group by about $2 to approximately $183 per share, citing a steadily improving real estate brokerage environment and slightly higher valuation multiples, despite only modest adjustments to growth and profitability assumptions. Analyst Commentary Recent commentary from bullish analysts frames the higher price targets as a reflection of a steady, if moderating, recovery in U.S. real estate brokerage activity, with the current valuation seen as reasonable relative to CBRE Group's execution and cash generation profile.ナラティブの更新 • Dec 06
CBRE: Gradual Brokerage Recovery And Buybacks Will Drive Future Upside
Analysts have modestly increased their price target on CBRE Group, lifting fair value from approximately $175.45 to $180.50 per share. They cite a continuing but moderating recovery in U.S. real estate brokerage activity as the primary reason for this adjustment.ナラティブの更新 • Nov 22
CBRE: Recovery Amid Interest Rate Cuts Will Drive Earnings Momentum
CBRE Group’s analyst price target edged higher to $175.45 from $175.27, as analysts cite improved margin projections, recovery in the real estate sector, and extended growth forecasts that support a cautiously optimistic outlook. Analyst Commentary Recent Street research updates reflect a nuanced perspective on CBRE Group’s growth prospects and valuation outlook.ナラティブの更新 • Nov 08
CBRE: Future Earnings Outlook Will Drive Confidence Amid Real Estate Recovery
CBRE Group's analyst price target was raised by $1.27 to $175.27. Analysts cite improved margin outlooks, upbeat recent earnings, and a promising long-term growth trajectory as key factors supporting the higher valuation.ナラティブの更新 • Oct 24
Margin Resilience And Share Buybacks Will Shape Sector Recovery Ahead
CBRE Group's analyst price target has risen modestly to $174.00 from $172.64. This reflects analysts' updated expectations following recent upward adjustments in sector outlooks, sales performance, and margin forecasts.ナラティブの更新 • Oct 10
60% Resilience And M&A Will Forge Future Success
Analysts have boosted their price target for CBRE Group from approximately $169.73 to $172.64. This reflects a positive outlook supported by stronger financial forecasts, improved margin expectations, and ongoing recovery trends within commercial real estate services.ナラティブの更新 • Aug 27
60% Resilience And M&A Will Forge Future Success
Analysts have raised CBRE Group’s price target to $168.36, citing strong Q2 sales, improved margin outlook, long-term earnings growth forecasts, and optimism around sector recovery and rate cuts. Analyst Commentary Bullish analysts cite Q2 sales beats and an improved margin outlook as justification for raising price targets.分析記事 • Jul 17
We Think CBRE Group (NYSE:CBRE) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 02
What You Can Learn From CBRE Group, Inc.'s (NYSE:CBRE) P/E
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Seeking Alpha • Feb 20
CBRE Group: Profits Soar, But High Valuation Warrants Caution
Summary CBRE stock is up nearly 70% in the past year, driven by stronger-than-expected profitability and rising segment profits. The GWI segment is growing steadily, making CBRE less cyclical and more resilient. GWI contributes 70% of revenue and 40% of operating profit, benefiting from the outsourcing trend. Risks include economic downturns, but growth opportunities remain strong with steady revenue increases and expanding global presence. Valuation is a key concern, as CBRE trades well above historical EV/EBITDA and EV/EBIT multiples. Given the high valuation, CBRE is a HOLD with the potential for investment at a more reasonable price. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
CBRE Group: Real Estate Stock That Benefits From Rate Cuts And Infrastructure Spend
Summary CBRE Group consistently beats earnings estimates, raised its 2024 outlook, and plans increased share buybacks, indicating confidence in undervalued stock. The recent Federal Funds rate cut has boosted real estate investment interest, enhancing CBRE’s outlook and benefiting from the easing cycle. CBRE's diverse services and strong reputation create a resilient business model, well-positioned to capitalize on infrastructure investments and global market opportunities. I rate CBRE as a Buy due to strong momentum, increasing revenues, and expanding services, driving profitability into 2025. Read the full article on Seeking Alpha株主還元
| CBRE | US Real Estate | US 市場 | |
|---|---|---|---|
| 7D | -1.1% | -0.8% | -0.8% |
| 1Y | 8.8% | -7.2% | 27.1% |
業界別リターン: CBRE過去 1 年間で-7.2 % の収益を上げたUS Real Estate業界を上回りました。
リターン対市場: CBREは、過去 1 年間で27.1 % のリターンを上げたUS市場を下回りました。
価格変動
| CBRE volatility | |
|---|---|
| CBRE Average Weekly Movement | 3.9% |
| Real Estate Industry Average Movement | 7.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: CBRE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CBREの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1906 | 155,000 | Bob Sulentic | www.cbre.com |
CBRE グループ（CBRE Group, Inc.）は、商業用不動産サービスおよび投資会社として、米国、英国、および海外で事業を展開している。アドバイザリー・サービス事業、ビル・オペレーション＆エクスペリエンス事業、プロジェクト・マネジメント事業、不動産投資事業を行っている。アドバイザリーサービス事業では、不動産の所有者、投資家、入居者に対し、オフィス、産業用・商業用スペースのリーシングに関する戦略的アドバイスとその実行を提供する；マーケティング、ビルディング・エンジニアリング、リース管理、会計、投資報告サービス、オフィス、産業、商業施設のオーナーや投資家のための契約ベースの財務サービスなどの不動産管理サービス、市場価値鑑定、訴訟サポート、割引キャッシュフロー分析、実現可能性調査などの評価サービス、不動産状況報告書、ホテルアドバイザリー、環境コンサルティングなどのコンサルティングサービス。グローバル・ワークプレイス・ソリューション部門は、ターナー＆タウンゼントのブランド名で、ファシリティ・マネジメント、ビル・コンサルティング、プログラム、プロジェクトおよびコスト・マネジメント・サービスからなるプロジェクト・マネジメント・サービスを提供している。不動産投資部門は、CBRE Investment Managementのブランドで、年金基金、保険会社、政府系ファンド、財団、寄付財団、その他機関投資家向けに投資運用サービスを、Trammell Crow Companyのブランドで、商業用不動産のユーザーや投資家向けに不動産開発・投資活動などの開発サービスを、それぞれ自己勘定で提供している。CBREグループは1906年に設立され、テキサス州ダラスに本社を置いている。
CBRE Group, Inc. 基礎のまとめ
| CBRE 基礎統計学 | |
|---|---|
| 時価総額 | US$38.39b |
| 収益（TTM） | US$1.31b |
| 売上高(TTM) | US$42.20b |
29.2x
PER（株価収益率0.9x
P/SレシオCBRE は割高か？
公正価値と評価分析を参照収益と収入
| CBRE 損益計算書（TTM） | |
|---|---|
| 収益 | US$42.20b |
| 売上原価 | US$34.39b |
| 売上総利益 | US$7.81b |
| その他の費用 | US$6.50b |
| 収益 | US$1.31b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.48 |
| グロス・マージン | 18.50% |
| 純利益率 | 3.11% |
| 有利子負債／自己資本比率 | 85.5% |
CBRE の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 08:14 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
CBRE Group, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23
| アナリスト | 機関 |
|---|---|
| Ross Smotrich | Barclays |
| Brendan Lynch | Barclays |
| Michael Funk | BofA Global Research |