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Spanish (IBEX) Real Estate Sector Analysis
UpdatedJan 21, 2026
DataAggregated Company Financials
Companies105
- 7D-0.8%
- 3M-1.6%
- 1Y5.9%
- YTD-0.3%
Last week, the Real Estate industry hasn't moved much but Castellana Properties Socimi is up 3.4% in that time. The past year has been better, since the industry has gained 5.9% in that time. Looking forward, earnings are forecast to grow by 3.3% annually.
Sector Valuation and Performance
Has the Spanish Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 21 Jan 2026 | €31.7b | €4.7b | €2.2b | 21.4x | 14.3x | 6.7x |
| Fri, 19 Dec 2025 | €31.3b | €4.7b | €2.2b | 21.4x | 14.1x | 6.6x |
| Sun, 16 Nov 2025 | €31.3b | €4.5b | €2.2b | 21.5x | 14.1x | 6.9x |
| Tue, 14 Oct 2025 | €31.1b | €4.4b | €2.2b | 19.8x | 14.4x | 7x |
| Thu, 11 Sep 2025 | €29.7b | €4.2b | €2.0b | 21.5x | 15.2x | 7x |
| Sat, 09 Aug 2025 | €29.7b | €4.2b | €2.0b | 21.5x | 15.2x | 7.1x |
| Mon, 07 Jul 2025 | €28.3b | €4.5b | €1.3b | 22.2x | 21.9x | 6.3x |
| Wed, 04 Jun 2025 | €28.2b | €4.5b | €1.3b | 22.7x | 21.6x | 6.2x |
| Fri, 02 May 2025 | €27.5b | €4.5b | €905.9m | 25.2x | 30.3x | 6.1x |
| Sun, 30 Mar 2025 | €27.1b | €4.5b | €980.0m | 24.8x | 27.6x | 6x |
| Tue, 25 Feb 2025 | €27.4b | €4.4b | -€108,674,049.00 | 26.1x | -252.5x | 6.2x |
| Thu, 23 Jan 2025 | €27.8b | €4.5b | -€85,179,130.00 | 25.6x | -326x | 6.2x |
| Sat, 21 Dec 2024 | €27.2b | €4.5b | -€71,122,390.00 | 24.5x | -382.7x | 6.1x |
| Mon, 18 Nov 2024 | €28.9b | €4.5b | -€77,003,912.00 | 25.2x | -375.6x | 6.4x |
| Wed, 16 Oct 2024 | €28.2b | €4.4b | -€229,286,780.00 | 25.2x | -123x | 6.4x |
| Fri, 13 Sep 2024 | €28.5b | €4.4b | -€212,986,290.00 | 24x | -133.7x | 6.4x |
| Sun, 11 Aug 2024 | €27.3b | €4.4b | -€212,189,715.00 | 24.1x | -128.6x | 6.2x |
| Tue, 09 Jul 2024 | €25.7b | €4.3b | -€871,533,994.00 | 25.2x | -29.5x | 6x |
| Thu, 06 Jun 2024 | €25.9b | €4.3b | -€915,800,779.00 | 27.4x | -28.3x | 6x |
| Sat, 04 May 2024 | €25.5b | €4.1b | -€742,818,181.00 | 25.4x | -34.3x | 6.2x |
| Mon, 01 Apr 2024 | €24.8b | €4.1b | -€797,387,209.00 | 24.4x | -31.1x | 6x |
| Wed, 28 Feb 2024 | €24.0b | €4.0b | -€746,726,836.00 | 27.7x | -32.2x | 6.1x |
| Fri, 26 Jan 2024 | €25.1b | €4.0b | -€703,160,776.00 | 27.7x | -35.7x | 6.2x |
| Sun, 24 Dec 2023 | €25.5b | €4.1b | -€663,701,742.00 | 27.7x | -38.4x | 6.3x |
| Tue, 21 Nov 2023 | €24.7b | €4.0b | -€649,022,536.00 | 24.4x | -38x | 6.1x |
| Thu, 19 Oct 2023 | €23.2b | €3.9b | -€576,667,697.00 | 27.9x | -40.2x | 5.9x |
| Sat, 16 Sep 2023 | €23.6b | €3.9b | -€554,823,529.00 | 28x | -42.6x | 6x |
| Mon, 14 Aug 2023 | €23.3b | €3.9b | -€497,184,246.00 | 28.5x | -46.9x | 5.9x |
| Wed, 12 Jul 2023 | €23.4b | €3.9b | €770.3m | 28.5x | 30.4x | 6x |
| Fri, 09 Jun 2023 | €23.3b | €3.8b | €820.4m | 25.3x | 28.4x | 6.2x |
| Sun, 07 May 2023 | €22.6b | €3.6b | €807.5m | 21.9x | 28x | 6.3x |
| Tue, 04 Apr 2023 | €22.8b | €3.6b | €789.9m | 23.8x | 28.9x | 6.4x |
| Thu, 02 Mar 2023 | €23.7b | €3.5b | €1.6b | 20x | 14.7x | 6.8x |
| Sat, 28 Jan 2023 | €23.9b | €3.6b | €2.4b | 17.6x | 10.2x | 6.6x |
Price to Earnings Ratio
10.2x
Current Industry PE
- Investors are pessimistic on the Spanish 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 14.3x which is higher than its 3-year average PE of -47.3x.
- The industry is trading close to its 3-year average PS ratio of 6.3x.
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 grown 9.1% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Spanish Real Estate sector?
| ES Market | -1.52% | |
| Real Estate | -0.84% | |
| Retail REITs | 0.50% | |
| Residential REITs | 0.021% | |
| Industrial REITs | -0.17% | |
| Health Care REITs | -0.57% | |
| REITS | -1.01% | |
| Office REITs | -1.39% | |
| Hotel and Resort REITs | -1.62% | |
| Real Estate | -1.62% | |
Industry PE
- Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 88.6x.
- Analysts are expecting annual earnings growth of 17.0%, which is lower than the prior year's growth of 25.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 17% over the next 5 years.
- However this is lower than its past earnings growth rate of 25% per year.
- In contrast, the Hotel and Resort REITs industry is expected to see its earnings decline by 26% 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 | |
|---|---|---|---|---|---|
| YCPS Castellana Properties Socimi | €7.65 | 3.4% +€31.9m | 10.1% | PB1.1x | |
| ARM Árima Real Estate SOCIMI | €8.40 | 5.7% +€14.3m | -1.2% | PB1x | |
| NYE Nyesa Valores Corporación | €0.0078 | -25.0% €8.7m | 25.8% | PS4.7x | |
| YFID Fidere Patrimonio Socimi | €37.60 | 1.1% +€4.0m | 29.7% | PB82.7x | |
| YENT Entrecampos Cuatro Socimi | €1.80 | 1.7% +€1.7m | 5.3% | n/a |
