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Swiss (SMI) Real Estate Sector Analysis

UpdatedFeb 15, 2025
DataAggregated Company Financials
Companies25
  • 7D0.5%
  • 3M9.7%
  • 1Y15.8%
  • YTD4.6%

In the last week, the Real Estate industry is flat overall, with Varia US Properties standing out by going down 5.9%. As for the the longer term, the industry is up 16% over the past 12 months. As for the next few years, earnings are expected to grow by 2.1% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Feb 2025CHF 29.9bCHF 2.9bCHF 988.1m26.1x30.3x10.3x
Tue, 14 Jan 2025CHF 28.7bCHF 2.9bCHF 812.6m27.8x35.3x9.9x
Thu, 12 Dec 2024CHF 27.7bCHF 2.9bCHF 818.0m27x33.9x9.7x
Sat, 09 Nov 2024CHF 26.9bCHF 2.9bCHF 783.7m25.9x34.3x9.3x
Mon, 07 Oct 2024CHF 27.1bCHF 2.9bCHF 825.4m25.8x32.8x9.4x
Wed, 04 Sep 2024CHF 26.9bCHF 2.9bCHF 793.4m27.8x34x9.4x
Fri, 02 Aug 2024CHF 25.9bCHF 3.0bCHF 294.2m37.7x87.9x8.7x
Sun, 30 Jun 2024CHF 25.4bCHF 3.0bCHF 298.8m37.7x85x8.5x
Tue, 28 May 2024CHF 25.1bCHF 3.0bCHF 261.8m35.6x95.8x8.4x
Thu, 25 Apr 2024CHF 25.4bCHF 3.0bCHF 257.8m34.7x98.6x8.5x
Sat, 23 Mar 2024CHF 25.8bCHF 3.0bCHF 298.2m34.7x86.6x8.7x
Mon, 19 Feb 2024CHF 25.3bCHF 3.1bCHF 525.3m31x48.2x8x
Wed, 17 Jan 2024CHF 25.7bCHF 3.3bCHF 712.0m27.8x36x7.7x
Fri, 15 Dec 2023CHF 25.8bCHF 3.3bCHF 725.1m26.5x35.6x7.7x
Sun, 12 Nov 2023CHF 24.5bCHF 3.4bCHF 771.5m24x31.8x7.3x
Tue, 10 Oct 2023CHF 24.8bCHF 3.3bCHF 750.5m24.9x33x7.4x
Thu, 07 Sep 2023CHF 24.6bCHF 3.3bCHF 826.5m21.5x29.8x7.4x
Sat, 05 Aug 2023CHF 24.4bCHF 3.2bCHF 1.6b14.5x15x7.6x
Mon, 03 Jul 2023CHF 23.7bCHF 3.2bCHF 1.6b14.4x14.6x7.3x
Wed, 31 May 2023CHF 23.5bCHF 3.2bCHF 1.8b14.3x13.2x7.3x
Fri, 28 Apr 2023CHF 24.4bCHF 3.4bCHF 1.8b12.8x13.9x7.2x
Sun, 26 Mar 2023CHF 23.8bCHF 3.4bCHF 1.9b12.5x12.3x7.1x
Tue, 21 Feb 2023CHF 25.2bCHF 3.3bCHF 2.3b12.1x11x7.7x
Thu, 19 Jan 2023CHF 25.4bCHF 3.1bCHF 2.4b11.8x10.6x8.1x
Sat, 17 Dec 2022CHF 24.4bCHF 3.1bCHF 2.4b11.4x10.2x7.8x
Mon, 14 Nov 2022CHF 24.9bCHF 3.1bCHF 2.4b12x10.2x7.9x
Wed, 12 Oct 2022CHF 23.1bCHF 3.1bCHF 2.4b10.9x9.7x7.6x
Fri, 09 Sep 2022CHF 25.5bCHF 3.1bCHF 2.4b11.6x10.4x8.3x
Sun, 07 Aug 2022CHF 26.4bCHF 3.2bCHF 2.6b11.5x10.3x8.3x
Tue, 05 Jul 2022CHF 25.7bCHF 3.2bCHF 2.6b11.5x10x8.1x
Thu, 02 Jun 2022CHF 27.9bCHF 3.2bCHF 2.6b12.7x10.9x8.8x
Sat, 30 Apr 2022CHF 28.2bCHF 3.1bCHF 2.5b12.7x11.1x9x
Mon, 28 Mar 2022CHF 28.5bCHF 3.1bCHF 2.5b12.5x11.5x9.2x
Wed, 23 Feb 2022CHF 27.6bCHF 3.0bCHF 2.3b13.5x11.9x9.2x
Price to Earnings Ratio

11.9x


Total Market Cap: CHF 27.6bTotal Earnings: CHF 2.3bTotal Revenue: CHF 3.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Real Estate Sector Price to Earnings3Y Average 31.5x202320242025
Current Industry PE
  • Investors are relatively neutral on the Swiss 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 31.5x.
  • The 3-year average PS ratio of 8.3x is lower than the industry's current PS ratio of 10.3x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 25% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Swiss Real Estate sector?

CH Market1.89%
Real Estate0.47%
Real Estate0.47%
REITS0%0
Specialized REITs0%0
Residential REITs0%0
Hotel and Resort REITs0%0
Industrial REITs0%0
Health Care REITs0%0
Retail REITs0%0
Office REITs0%0
Industry PE
  • Investors are most optimistic about the Real Estate industry, which is trading close to its 3-year average PE ratio of 31.5x.
    • Analysts are expecting annual earnings growth of 2.1%, which is lower than the prior year's growth of 4.9% per year.
  • Investors are most pessimistic about the Real Estate industry, which is trading close to its 3-year average of 31.5x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 2.1% over the next 5 years.
  • However this is lower than its past earnings growth rate of 4.9% per year.
  • In contrast, the Real Estate industry is expected to see its earnings grow by 2.1% 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
SPSN Swiss Prime SiteCHF 107.200.9%
+CHF 77.3m
25.0%PE23x
MOBN Mobimo HoldingCHF 313.002.1%
+CHF 47.2m
18.3%PE29.1x
ZUGN Zug Estates HoldingCHF 2.10k2.9%
+CHF 30.6m
21.4%PE21.2x
PSPN PSP Swiss PropertyCHF 136.500.3%
+CHF 18.3m
18.9%PE22.5x
PLAN PlazzaCHF 351.001.2%
+CHF 8.3m
15.5%PE24.9x
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Latest News

NREN

CHF 36.30

Novavest Real Estate

7D

2.0%

1Y

4.3%

VARN

CHF 28.50

Varia US Properties

7D

-5.9%

1Y

-24.0%

ISN

CHF 135.00

Intershop Holding

7D

-0.9%

1Y

9.8%

PEAN

CHF 8.16

Peach Property Group

7D

-2.5%

1Y

-18.9%

INA

CHF 21.20

Ina Invest

7D

1.0%

1Y

21.8%

WARN

CHF 1,935.00

Warteck Invest

7D

1.0%

1Y

3.5%

EPIC

CHF 77.40

EPIC Suisse

7D

-1.3%

1Y

14.8%

ZUGN

CHF 2,100.00

Zug Estates Holding

7D

2.9%

1Y

21.4%

SFPN

CHF 97.60

SF Urban Properties

7D

-0.2%

1Y

4.9%

IREN

CHF 110.50

Investis Holding

7D

-0.5%

1Y

15.1%