The Agency Group Australia Limited (ASX:AU1) Might Not Be As Mispriced As It Looks
Nov 03
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Australian (ASX) Real Estate Industry Analysis
UpdatedNov 11, 2025
DataAggregated Company Financials
Companies20
- 7D-1.2%
- 3M3.3%
- 1Y-2.4%
- YTD3.8%
The Real Estate is pretty flat in the last 7 days, but Peet has stood out, gaining 4.1%. Furthermore, the industry has been flat for the past year as well. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 14 Nov 2025 | AU$13.2b | AU$10.7b | AU$316.6m | 14.8x | 41.7x | 1.2x |
| Sun, 12 Oct 2025 | AU$13.0b | AU$10.7b | AU$316.6m | 14.5x | 41.2x | 1.2x |
| Tue, 09 Sep 2025 | AU$13.0b | AU$10.7b | AU$316.8m | 13.6x | 41.1x | 1.2x |
| Thu, 07 Aug 2025 | AU$12.6b | AU$12.0b | -AU$967,035,872.22 | 14.7x | -13.1x | 1.1x |
| Sat, 05 Jul 2025 | AU$10.5b | AU$11.6b | -AU$1,021,111,438.40 | 16.4x | -10.3x | 0.9x |
| Mon, 02 Jun 2025 | AU$10.5b | AU$11.6b | -AU$1,020,215,072.55 | 16x | -10.3x | 0.9x |
| Wed, 30 Apr 2025 | AU$9.6b | AU$11.6b | -AU$1,029,208,738.00 | 12.2x | -9.3x | 0.8x |
| Fri, 28 Mar 2025 | AU$10.5b | AU$11.6b | -AU$1,030,105,474.00 | 12.7x | -10.2x | 0.9x |
| Sun, 23 Feb 2025 | AU$10.9b | AU$11.3b | -AU$1,013,586,026.00 | 13.9x | -10.7x | 1x |
| Tue, 21 Jan 2025 | AU$10.9b | AU$11.5b | -AU$1,234,611,026.00 | 13.6x | -8.9x | 0.9x |
| Thu, 19 Dec 2024 | AU$11.0b | AU$11.5b | -AU$1,234,611,026.00 | 12.9x | -8.9x | 1x |
| Sat, 16 Nov 2024 | AU$11.4b | AU$11.5b | -AU$1,235,646,613.00 | 13x | -9.2x | 1x |
| Mon, 14 Oct 2024 | AU$11.7b | AU$11.5b | -AU$1,243,955,657.00 | 13.9x | -9.4x | 1x |
| Wed, 11 Sep 2024 | AU$11.2b | AU$11.5b | -AU$1,244,743,657.00 | 13.5x | -9x | 1x |
| Fri, 09 Aug 2024 | AU$10.5b | AU$12.0b | AU$13.6m | 13.4x | 768.7x | 0.9x |
| Sun, 07 Jul 2024 | AU$10.6b | AU$12.0b | AU$12.8m | 14.1x | 829.9x | 0.9x |
| Tue, 04 Jun 2024 | AU$11.2b | AU$12.1b | AU$24.7m | 12.2x | 451.9x | 0.9x |
| Thu, 02 May 2024 | AU$10.9b | AU$12.1b | AU$24.1m | 13x | 453.2x | 0.9x |
| Sat, 30 Mar 2024 | AU$11.5b | AU$12.1b | AU$24.1m | 12.8x | 477.1x | 1x |
| Mon, 26 Feb 2024 | AU$10.6b | AU$12.1b | AU$18.3m | 13.3x | 582.4x | 0.9x |
| Wed, 24 Jan 2024 | AU$11.5b | AU$12.6b | AU$54.9m | 12.9x | 210x | 0.9x |
| Fri, 22 Dec 2023 | AU$12.2b | AU$12.7b | AU$77.4m | 17.6x | 157.4x | 1x |
| Sun, 19 Nov 2023 | AU$11.9b | AU$12.7b | AU$78.8m | 17.5x | 151x | 0.9x |
| Tue, 17 Oct 2023 | AU$11.8b | AU$12.7b | AU$78.8m | 16.1x | 150x | 0.9x |
| Thu, 14 Sep 2023 | AU$12.4b | AU$12.7b | AU$78.8m | 17.3x | 157.4x | 1x |
| Sat, 12 Aug 2023 | AU$13.6b | AU$12.3b | AU$402.4m | 21x | 33.7x | 1.1x |
| Mon, 10 Jul 2023 | AU$12.9b | AU$12.3b | AU$401.3m | 16x | 32.1x | 1x |
| Wed, 07 Jun 2023 | AU$12.8b | AU$12.3b | AU$403.4m | 12.8x | 31.8x | 1x |
| Fri, 05 May 2023 | AU$12.9b | AU$12.3b | AU$405.7m | 16.2x | 31.8x | 1x |
| Sun, 02 Apr 2023 | AU$12.6b | AU$12.3b | AU$410.7m | 13.3x | 30.6x | 1x |
| Tue, 28 Feb 2023 | AU$12.7b | AU$12.3b | AU$432.1m | 10.9x | 29.4x | 1x |
| Thu, 26 Jan 2023 | AU$13.9b | AU$11.5b | AU$327.4m | 10.8x | 42.6x | 1.2x |
| Sat, 24 Dec 2022 | AU$13.1b | AU$11.5b | AU$327.4m | 10.3x | 40x | 1.1x |
| Mon, 21 Nov 2022 | AU$13.5b | AU$11.5b | AU$326.1m | 10.5x | 41.5x | 1.2x |
Price to Earnings Ratio
41.5x
Current Industry PE
- Investors are pessimistic on the Australian Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 41.7x which is lower than its 3-year average PE of 125x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have declined 2.6% per year.
- This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the Australian Real Estate industry?
| AU Market | -0.78% | |
| Real Estate | -1.33% | |
| Real Estate | -1.22% | |
| Real Estate Development | 0.17% | |
| Diversified Real Estate | -1.33% | |
| Real Estate Operating Companies | -1.82% | |
| Real Estate Services | -3.10% | |
Industry PE
- Investors are most optimistic about the Real Estate Operating Companies industry, which is trading close to its 3-year average PE ratio of 14.8x.
- Analysts are expecting annual earnings growth of 8.3%, which is lower than the prior year's growth of 48.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Services industry, expecting annual earnings growth of 54% over the next 5 years.
- This is better than its past earnings decline of 11% per year.
- In contrast, the Real Estate Operating Companies industry is expected to see its earnings grow by 8.3% 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 | |
|---|---|---|---|---|---|
| PPC Peet | AU$1.91 | 4.1% +AU$35.1m | 40.4% | PE15.3x | |
| FRI Finbar Group | AU$0.94 | 2.7% +AU$6.8m | 11.3% | PE17.7x | |
| WOT WOTSO | AU$0.64 | 3.2% +AU$3.2m | -19.0% | PS2.2x | |
| AU1 Agency Group Australia | AU$0.028 | 7.7% +AU$879.2k | 12.0% | PS0.1x | |
| ACU Acumentis Group | AU$0.075 | 1.4% +AU$223.0k | -7.4% | PE14.2x |
