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Australian (ASX) Real Estate Sector Analysis
UpdatedApr 14, 2025
DataAggregated Company Financials
Companies59
- 7D-0.5%
- 3M-8.7%
- 1Y-3.9%
- YTD-8.9%
Over the last 7 days, the Real Estate industry has remained flat, although notably Goodman Group gained 6.6%. Unfortunately though, the industry is down 3.9% over the past 12 months. Looking forward, earnings are forecast to grow by 22% annually.
Sector Valuation and Performance
Has the Australian Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Apr 2025 | AU$174.2b | AU$32.2b | AU$928.1m | 15x | 187.7x | 5.4x |
| Thu, 13 Mar 2025 | AU$180.4b | AU$32.2b | AU$928.1m | 15.1x | 194.3x | 5.6x |
| Sat, 08 Feb 2025 | AU$193.1b | AU$29.7b | -AU$3,840,795,380.00 | 20.5x | -50.3x | 6.5x |
| Mon, 06 Jan 2025 | AU$189.8b | AU$29.6b | -AU$4,022,879,380.00 | 20.5x | -47.2x | 6.4x |
| Wed, 04 Dec 2024 | AU$197.4b | AU$29.6b | -AU$4,022,762,041.00 | 20.9x | -49.1x | 6.7x |
| Fri, 01 Nov 2024 | AU$192.4b | AU$29.6b | -AU$4,023,914,967.00 | 20.1x | -47.8x | 6.5x |
| Sun, 29 Sep 2024 | AU$199.3b | AU$29.7b | -AU$3,965,515,011.00 | 21.7x | -50.3x | 6.7x |
| Tue, 27 Aug 2024 | AU$184.9b | AU$29.7b | -AU$4,303,378,685.00 | 18.9x | -43x | 6.2x |
| Thu, 25 Jul 2024 | AU$183.1b | AU$29.0b | -AU$3,107,032,685.00 | 30.4x | -58.9x | 6.3x |
| Sat, 22 Jun 2024 | AU$182.4b | AU$28.9b | -AU$3,108,292,685.00 | 28.9x | -58.7x | 6.3x |
| Mon, 20 May 2024 | AU$182.6b | AU$28.9b | -AU$3,138,830,644.00 | 28.7x | -58.2x | 6.3x |
| Wed, 17 Apr 2024 | AU$176.6b | AU$28.9b | -AU$3,139,449,437.00 | 27.3x | -56.3x | 6.1x |
| Fri, 15 Mar 2024 | AU$179.4b | AU$29.4b | -AU$3,139,449,437.00 | 28.2x | -57.1x | 6.1x |
| Sun, 11 Feb 2024 | AU$170.5b | AU$31.8b | -AU$129,525,525.00 | 29x | -1316.1x | 5.4x |
| Tue, 09 Jan 2024 | AU$159.7b | AU$31.7b | AU$633.9m | 26.7x | 252x | 5x |
| Thu, 07 Dec 2023 | AU$157.0b | AU$31.8b | AU$656.1m | 25.8x | 239.2x | 4.9x |
| Sat, 04 Nov 2023 | AU$146.2b | AU$31.8b | AU$658.1m | 24.4x | 222.1x | 4.6x |
| Mon, 02 Oct 2023 | AU$146.5b | AU$31.8b | AU$658.1m | 24.8x | 222.6x | 4.6x |
| Wed, 30 Aug 2023 | AU$157.5b | AU$30.9b | AU$1.3b | 25.5x | 119.4x | 5.1x |
| Fri, 28 Jul 2023 | AU$160.8b | AU$33.7b | AU$10.5b | 13.2x | 15.4x | 4.8x |
| Sun, 25 Jun 2023 | AU$148.2b | AU$33.7b | AU$10.5b | 13.2x | 14.2x | 4.4x |
| Tue, 23 May 2023 | AU$158.7b | AU$33.7b | AU$10.5b | 12.6x | 15.2x | 4.7x |
| Thu, 20 Apr 2023 | AU$153.7b | AU$33.4b | AU$10.5b | 12.9x | 14.7x | 4.6x |
| Sat, 18 Mar 2023 | AU$151.9b | AU$33.7b | AU$10.5b | 11.9x | 14.5x | 4.5x |
| Mon, 13 Feb 2023 | AU$160.2b | AU$34.6b | AU$17.2b | 8.5x | 9.3x | 4.6x |
| Wed, 11 Jan 2023 | AU$152.0b | AU$35.2b | AU$19.0b | 7.8x | 8x | 4.3x |
| Fri, 09 Dec 2022 | AU$153.6b | AU$35.2b | AU$19.0b | 8.1x | 8.1x | 4.4x |
| Sun, 06 Nov 2022 | AU$148.6b | AU$35.2b | AU$19.0b | 7.7x | 7.8x | 4.2x |
| Tue, 04 Oct 2022 | AU$140.1b | AU$35.2b | AU$19.0b | 7.1x | 7.4x | 4x |
| Thu, 01 Sep 2022 | AU$160.3b | AU$35.2b | AU$18.8b | 8x | 8.5x | 4.6x |
| Sat, 30 Jul 2022 | AU$166.4b | AU$34.7b | AU$18.8b | 8.6x | 8.8x | 4.8x |
| Mon, 27 Jun 2022 | AU$155.5b | AU$34.7b | AU$18.8b | 8.6x | 8.3x | 4.5x |
| Wed, 25 May 2022 | AU$165.4b | AU$34.7b | AU$18.8b | 9.3x | 8.8x | 4.8x |
| Fri, 22 Apr 2022 | AU$185.5b | AU$34.7b | AU$18.8b | 9.4x | 9.9x | 5.3x |
Price to Earnings Ratio
9.9x
Current Industry PE
- Investors are optimistic on the Australian Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 188x which is higher than its 3-year average PE of 144x.
- The industry is trading close to its 3-year average PS ratio of 5.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 63% per year over the last three years,
- Revenues have also declined 2.5% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Australian Real Estate sector?
| AU Market | 0.085% | |
| Real Estate | -0.50% | |
| Specialized REITs | 3.76% | |
| Hotel and Resort REITs | 0% | 0 |
| REITS | -0.38% | |
| Industrial REITs | -0.48% | |
| Office REITs | -0.60% | |
| Residential REITs | -0.72% | |
| Retail REITs | -1.16% | |
| Real Estate | -1.81% | |
| Health Care REITs | -9.44% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 18.1%, which is higher than its past year's earnings decline of 19.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Health Care REITs industry, expecting annual earnings growth of 71% over the next 5 years.
- In contrast, the Retail REITs industry is expected to see its earnings grow by 3.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GMG Goodman Group | AU$28.12 | 6.6% +AU$3.5b | -11.5% | PB3x | |
| SCG Scentre Group | AU$3.39 | 3.7% +AU$624.3m | 7.3% | PB1x | |
| SGP Stockland | AU$5.13 | 4.7% +AU$550.7m | 13.2% | PB1.2x | |
| MGR Mirvac Group | AU$2.17 | 5.9% +AU$473.5m | -1.8% | PB0.9x | |
| CHC Charter Hall Group | AU$16.06 | 6.6% +AU$473.1m | 29.3% | PB2.8x |
