Header cover image

Australian (ASX) Real Estate Industry Analysis

UpdatedNov 29, 2022
DataAggregated Company Financials
Companies24
  • 7D-0.3%
  • 3M-12.5%
  • 1Y-22.0%
  • YTD-23.5%

Over the last 7 days, the Real Estate industry has remained flat, although notably Lendlease Group declined by 3.2%. Unfortunately though, the industry is down 22% over the past 12 months. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 29 Nov 2022AU$13.4bAU$11.5bAU$327.4m10.5x41x1.2x
Thu, 27 Oct 2022AU$13.7bAU$11.5bAU$326.0m10.4x42.1x1.2x
Sat, 24 Sep 2022AU$14.0bAU$11.5bAU$326.0m10.5x42.9x1.2x
Mon, 22 Aug 2022AU$15.4bAU$11.9bAU$39.2m14.6x392.9x1.3x
Wed, 20 Jul 2022AU$14.2bAU$12.2bAU$95.7m13.5x148.5x1.2x
Fri, 17 Jun 2022AU$13.2bAU$12.2bAU$117.6m12.1x112x1.1x
Sun, 15 May 2022AU$16.0bAU$12.2bAU$116.8m14.2x137.1x1.3x
Tue, 12 Apr 2022AU$16.7bAU$12.2bAU$115.9m15.2x143.9x1.4x
Thu, 10 Mar 2022AU$16.2bAU$12.2bAU$115.8m15x139.6x1.3x
Sat, 05 Feb 2022AU$16.6bAU$12.4bAU$523.4m17.4x31.6x1.3x
Mon, 03 Jan 2022AU$16.8bAU$12.3bAU$510.9m15.8x32.9x1.4x
Wed, 01 Dec 2021AU$16.3bAU$12.3bAU$507.6m27.6x32.1x1.3x
Fri, 29 Oct 2021AU$16.3bAU$12.3bAU$500.7m18.2x32.6x1.3x
Sun, 26 Sep 2021AU$16.4bAU$12.4bAU$501.7m16.6x32.7x1.3x
Tue, 24 Aug 2021AU$17.0bAU$12.4bAU$518.4m16.2x32.8x1.4x
Wed, 30 Jun 2021AU$13.5bAU$12.2bAU$530.2m16.6x25.5x1.1x
Sat, 03 Apr 2021AU$14.3bAU$12.3bAU$129.5m18.2x110.2x1.2x
Tue, 05 Jan 2021AU$14.2bAU$12.4b-AU$282,697,873.3717.4x-50.1x1.1x
Fri, 09 Oct 2020AU$12.0bAU$13.2b-AU$266,389,051.1524.2x-45.1x0.9x
Thu, 02 Jul 2020AU$12.6bAU$14.0b-AU$239,983,257.6424.5x-52.4x0.9x
Sun, 05 Apr 2020AU$9.4bAU$15.9bAU$242.5m16.2x38.7x0.6x
Wed, 08 Jan 2020AU$15.1bAU$17.8bAU$736.7m17.4x20.5x0.8x
Price to Earnings Ratio

19.9x


Total Market Cap: AU$15.9bTotal Earnings: AU$800.2mTotal Revenue: AU$17.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Real Estate Industry Price to Earnings3Y Average 39.4x202020212022
Current Industry PE
  • Investors are relatively neutral on the Australian Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 39.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 26% per year over the last three years,
  • Revenues have also declined 13% 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 industry?

AU Market0.50%
Real Estate2.38%
Real Estate-0.26%
Real Estate Services2.54%
Real Estate Operating Companies0.72%
Real Estate Development0.65%
Diversified Real Estate-1.78%
Industry PE
  • Investors are most optimistic about the Real Estate Services industry even though it's trading below its 3-year average PE ratio of 109x.
    • Analysts are expecting annual earnings growth of 23.4%, which is higher than its past year's earnings decline of 38.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Real Estate industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings growth rate of 20% per year.
  • In contrast, the Real Estate Operating Companies industry is expected to see its earnings grow by 8.8% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
PXA PEXA GroupAU$14.242.4%
+AU$60.3m
-17.1%PB2x
QAL QualitasAU$2.452.1%
+AU$14.7m
n/aPB2x
UOS United Overseas AustraliaAU$0.540.9%
+AU$7.8m
-19.4%PB0.5x
EGH Eureka Group HoldingsAU$0.461.1%
+AU$6.0m
-32.8%PB1.4x
PPC PeetAU$1.140.9%
+AU$4.6m
4.1%PB1x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

LLC

AU$7.62

Lendlease Group

7D

-3.2%

1Y

-28.3%

EGH

AU$0.46

Eureka Group Holdings

7D

1.1%

1Y

-32.8%

PXA

AU$14.24

PEXA Group

7D

2.4%

1Y

-17.1%

SDG

AU$1.71

Sunland Group

7D

1.5%

1Y

-39.1%

PPC

AU$1.14

Peet

7D

0.9%

1Y

4.1%

QAL

AU$2.45

Qualitas

7D

2.1%

1Y

n/a

LIC

AU$18.76

Lifestyle Communities

7D

-0.3%

1Y

-5.2%

FRI

AU$0.66

Finbar Group

7D

-0.8%

1Y

-16.6%

CWP

AU$4.33

Cedar Woods Properties

7D

0.7%

1Y

-18.3%

AU1

AU$0.03

Agency Group Australia

7D

-6.3%

1Y

-41.2%

HGL

AU$0.31

Hudson Investment Group

7D

-3.1%

1Y

n/a

MEA

AU$0.39

McGrath

7D

4.0%

1Y

-36.1%

UOS

AU$0.54

United Overseas Australia

7D

0.9%

1Y

-19.4%