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French (CAC) Real Estate Sector Analysis

UpdatedFeb 20, 2024
DataAggregated Company Financials
Companies84
  • 7D-1.6%
  • 3M6.1%
  • 1Y-11.1%
  • YTD-4.7%

The Real Estate industry has been flat over the last week, but Gecina has lost 5.0%. Unfortunately though, the industry is down 12% over the past 12 months. As for the next few years, earnings are expected to grow by 82% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 20 Feb 2024€52.1b€22.7b-€5,490,171,446.0014.8x-9.5x2.3x
Thu, 18 Jan 2024€53.3b€22.8b-€3,124,128,940.0015.5x-17.1x2.3x
Sat, 16 Dec 2023€53.8b€23.0b-€3,099,091,940.0013.9x-17.4x2.3x
Mon, 13 Nov 2023€47.6b€23.0b-€3,060,502,167.0012.8x-15.6x2.1x
Wed, 11 Oct 2023€46.4b€22.9b-€3,034,734,711.0012.9x-15.3x2x
Fri, 08 Sep 2023€49.3b€22.9b-€2,663,713,503.0014x-18.5x2.2x
Sun, 06 Aug 2023€49.3b€22.9b-€2,400,633,503.0012.7x-20.5x2.2x
Tue, 04 Jul 2023€48.6b€23.2b€3.7b10.1x13.3x2.1x
Thu, 01 Jun 2023€47.7b€23.2b€3.7b9.9x12.9x2.1x
Sat, 29 Apr 2023€51.4b€23.4b€3.7b10x13.9x2.2x
Mon, 27 Mar 2023€10.4b€11.8b€865.7m9.1x12x0.9x
Wed, 22 Feb 2023€47.2b€19.9b€5.1b9.5x9.3x2.4x
Fri, 20 Jan 2023€46.5b€19.7b€6.8b8.5x6.8x2.4x
Sun, 18 Dec 2022€43.9b€19.7b€6.8b8.8x6.5x2.2x
Tue, 15 Nov 2022€44.9b€19.7b€6.8b8.8x6.6x2.3x
Thu, 13 Oct 2022€39.4b€19.7b€6.8b8.5x5.8x2x
Sat, 10 Sep 2022€44.3b€19.7b€6.7b8.4x6.6x2.2x
Mon, 08 Aug 2022€46.7b€19.7b€6.7b8.7x6.9x2.4x
Wed, 06 Jul 2022€42.2b€19.6b€5.3b9.1x8x2.2x
Fri, 03 Jun 2022€48.9b€19.6b€5.3b10.2x9.2x2.5x
Sun, 01 May 2022€49.7b€19.6b€5.3b10.5x9.4x2.5x
Tue, 29 Mar 2022€50.6b€19.6b€5.2b11.1x9.6x2.6x
Thu, 24 Feb 2022€52.5b€19.9b€4.0b11.1x13.2x2.6x
Sat, 22 Jan 2022€53.1b€19.9b€2.0b12.2x25.9x2.7x
Mon, 20 Dec 2021€50.5b€19.8b€2.1b10.9x24.1x2.5x
Wed, 17 Nov 2021€52.0b€19.8b€2.1b11.6x24.8x2.6x
Fri, 15 Oct 2021€50.8b€19.8b€2.1b10.5x24.1x2.6x
Sun, 12 Sep 2021€52.2b€19.7b€2.0b11.1x25.6x2.7x
Tue, 10 Aug 2021€54.4b€19.6b€2.0b11.5x26.8x2.8x
Mon, 03 May 2021€50.0b€19.3b€1.1b11.1x45.6x2.6x
Price to Earnings Ratio

283.1x


Total Market Cap: €46.6bTotal Earnings: €164.5mTotal Revenue: €18.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Real Estate Sector Price to Earnings3Y Average 18.7x202220232024
Current Industry PE
  • Investors are relatively neutral on the French 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 PS ratio of 2.4x.
Past Earnings Growth
  • Total earnings for the Real Estate industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 6.3% 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, which has decreased profits.

Industry Trends

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

FR Market0.82%
Real Estate-1.56%
Specialized REITs0%
Hotel and Resort REITs0%
Health Care REITs0%
Real Estate-0.23%
Industrial REITs-0.64%
Residential REITs-1.01%
Retail REITs-1.45%
REITS-1.77%
Office REITs-2.86%
Industry PE
  • Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio of 12.4x.
    • Analysts are expecting annual earnings growth of 60.6%, which is higher than its past year's earnings decline of 64.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 112% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Real Estate industry is expected to see its earnings decline by 4.4% 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
LI Klépierre€23.781.5%
+€101.0m
1.3%PB0.8x
FLY Société Foncière Lyonnaise€68.800.9%
+€25.8m
-16.3%PB0.8x
CROS Crosswood€8.7512.2%
+€10.1m
31.6%PS86.7x
SPEL Foncière Volta€7.507.9%
+€5.8m
-15.7%PS25.1x
ALCAP Capelli€7.7821.2%
+€3.0m
-36.5%PS0.08x
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Latest News

ICAD

€30.46

Icade

7D

-0.8%

1Y

-31.9%

COV

€41.74

Covivio

7D

-2.4%

1Y

-33.1%

GFC

€94.05

Gecina

7D

-4.2%

1Y

-14.1%

MERY

€10.32

Mercialys

7D

-3.3%

1Y

1.0%

LI

€23.78

Klépierre

7D

1.5%

1Y

1.3%

FLY

€68.80

Société Foncière Lyonnaise

7D

0.9%

1Y

-16.3%

ALCAP

€7.78

Capelli

7D

21.2%

1Y

-36.5%

ALSAS

€6.50

Stradim Espace Finances

7D

1.6%

1Y

-7.8%

CARM

€14.98

Carmila

7D

-5.3%

1Y

7.5%

EIFF

€13.60

Société de la Tour Eiffel

7D

0.4%

1Y

-34.9%

URW

€70.64

Unibail-Rodamco-Westfield

7D

-2.4%

1Y

19.5%

SPEL

€7.50

Foncière Volta

7D

7.9%

1Y

-15.7%

ARG

€80.60

Argan

7D

-1.1%

1Y

-1.6%

VTR

€11.40

Vitura

7D

-12.3%

1Y

-53.3%

BASS

€47.00

BASSAC Société anonyme

7D

0.2%

1Y

-8.9%