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Australian (ASX) Real Estate Sector Analysis

UpdatedNov 27, 2021
DataAggregated Company Financials
Companies70
  • 7D0.7%
  • 3M3.7%
  • 1Y14.5%
  • YTD14.8%

Over the last 7 days, the Real Estate industry has remained flat, although notably GPT Group gained 3.7%. The past year has been better, since the industry has gained 14% in that time.

Sector Valuation and Performance

Has the Australian Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sat, 27 Nov 2021AU$190.0bAU$32.1bAU$13.0b10.4x
Mon, 25 Oct 2021AU$186.3bAU$32.2bAU$12.9b10.5x
Wed, 22 Sep 2021AU$183.0bAU$32.2bAU$12.6b11.8x
Fri, 20 Aug 2021AU$177.9bAU$32.2bAU$12.6b12.6x
Fri, 04 Jun 2021AU$162.2bAU$31.1bAU$5.3b17.2x
Mon, 08 Mar 2021AU$147.2bAU$30.3b-AU$2,099,010,667.3717.8x
Thu, 10 Dec 2020AU$157.4bAU$31.3b-AU$1,163,537,735.1520.1x
Wed, 02 Sep 2020AU$140.0bAU$32.3b-AU$229,936,193.6422x
Sat, 06 Jun 2020AU$130.4bAU$34.5bAU$5.0b16.7x
Tue, 10 Mar 2020AU$160.8bAU$36.8bAU$10.4b15.9x
Mon, 02 Dec 2019AU$167.3bAU$36.3bAU$10.3b15x
Thu, 05 Sep 2019AU$162.8bAU$35.8bAU$10.3b14.7x
Sun, 09 Jun 2019AU$149.1bAU$35.5bAU$11.6b13.8x
Sat, 02 Mar 2019AU$138.5bAU$35.1bAU$12.9b12.8x
Tue, 04 Dec 2018AU$128.3bAU$35.8bAU$14.2b10.4x
PE Ratio

10.4x

Total Market Cap: AU$128.3bTotal Earnings: AU$14.2bTotal Revenue: AU$35.8b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are more pessimistic on the industry, considering it's trading at a PE ratio of 10.4x which is lower than its 3-year average PE of 15.4x. It appears they believe that earnings will not grow as fast as they have historically.

Past Earnings Growth: The earnings for companies in the Real Estate industry have declined 3.0% per year over the last three years, and revenues have also declined 3.5% 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?

REITS0.75%
Real Estate0.74%

Industry PE: Investors are most optimistic about the Real Estate industry, which is trading close to its 3-year average PE ratio of 17.0x. However analysts are expecting annual earnings growth of 24%, which is lower than the prior year's growth of 84% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the REITS industry, which is trading below its 3-year average of 14.6x.

Forecasted Growth: Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 24% over the next 5 years. However this is lower than its past earnings growth rate of 84% per year. Meanwhile, the REITS industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
GPT GPT Group3.7%+AU$364.0m13.1%PB0.9x
MGR Mirvac Group3.2%+AU$354.9m11.1%PB1.1x
LLC Lendlease Group3.4%+AU$245.8m-23.9%PB1.1x
SGP Stockland1.4%+AU$143.0m-3.9%PB1.1x
VCX Vicinity Centres1.7%+AU$136.6m6.6%PB0.8x
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PPC

AU$1.08

Peet

7D

-2.3%

1Y

3.9%