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French (CAC) Real Estate Sector Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies83
  • 7D3.6%
  • 3M7.9%
  • 1Y15.7%
  • YTD12.3%

In the last week, the Real Estate industry is up 3.6%, with Unibail-Rodamco-Westfield up 5.4%. This means that the industry has gained 16% over the past year. Earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 Aug 2025€63.1b€21.7b€3.6b16.3x17.3x2.9x
Wed, 09 Jul 2025€59.0b€22.0b€2.3b18.6x25.6x2.7x
Fri, 06 Jun 2025€60.2b€22.0b€2.3b15.7x25.9x2.7x
Sun, 04 May 2025€58.8b€22.0b€1.9b18.4x30.3x2.7x
Tue, 01 Apr 2025€58.1b€22.2b€2.0b19.1x28.9x2.6x
Thu, 27 Feb 2025€59.2b€22.0b€1.3b18.5x45.3x2.7x
Sat, 25 Jan 2025€55.6b€21.4b-€4,189,010,558.0016.3x-13.3x2.6x
Mon, 23 Dec 2024€53.8b€21.4b-€4,195,317,558.0016.5x-12.8x2.5x
Wed, 20 Nov 2024€55.5b€21.3b-€4,255,122,743.0018.5x-13x2.6x
Fri, 18 Oct 2024€58.6b€21.6b-€4,219,103,290.0019x-13.9x2.7x
Sun, 15 Sep 2024€58.3b€21.6b-€4,255,094,673.0019.2x-13.7x2.7x
Tue, 13 Aug 2024€52.9b€21.7b-€4,240,706,673.0018.8x-12.5x2.4x
Thu, 11 Jul 2024€52.4b€21.8b-€7,820,238,673.0018.9x-6.7x2.4x
Sat, 08 Jun 2024€56.7b€21.9b-€7,828,267,496.0022.7x-7.2x2.6x
Mon, 06 May 2024€54.2b€21.8b-€7,781,591,966.0018.5x-7x2.5x
Wed, 03 Apr 2024€52.2b€21.8b-€7,700,773,446.0016.9x-6.8x2.4x
Fri, 01 Mar 2024€50.2b€22.7b-€6,846,536,446.0014.3x-7.3x2.2x
Sun, 28 Jan 2024€53.6b€22.9b-€2,886,689,446.0014.8x-18.6x2.3x
Tue, 26 Dec 2023€54.4b€23.0b-€3,106,760,940.0014.3x-17.5x2.4x
Thu, 23 Nov 2023€49.6b€23.0b-€3,071,046,941.0013x-16.2x2.2x
Sat, 21 Oct 2023€44.7b€22.9b-€3,034,734,711.0012.7x-14.7x1.9x
Mon, 18 Sep 2023€49.2b€22.9b-€3,019,984,503.0014.1x-16.3x2.2x
Wed, 16 Aug 2023€48.7b€22.9b-€2,400,600,503.0012.6x-20.3x2.1x
Fri, 14 Jul 2023€50.3b€23.2b€3.7b13.3x13.8x2.2x
Sun, 11 Jun 2023€49.9b€23.2b€3.7b10.1x13.5x2.1x
Tue, 09 May 2023€50.1b€23.2b€3.7b10x13.6x2.2x
Thu, 06 Apr 2023€43.6b€20.1b€3.7b10x11.8x2.2x
Sat, 04 Mar 2023€47.9b€20.1b€3.8b9.9x12.7x2.4x
Mon, 30 Jan 2023€47.4b€19.7b€6.2b8.5x7.6x2.4x
Wed, 28 Dec 2022€44.1b€19.8b€6.8b8.5x6.5x2.2x
Fri, 25 Nov 2022€45.2b€19.7b€6.8b9x6.7x2.3x
Sun, 23 Oct 2022€40.8b€19.7b€6.8b8.8x6x2.1x
Tue, 20 Sep 2022€43.7b€19.7b€6.8b8.1x6.5x2.2x
Thu, 18 Aug 2022€46.7b€19.7b€6.7b8.6x6.9x2.4x
Price to Earnings Ratio

6.9x


Total Market Cap: €46.7bTotal Earnings: €6.7bTotal Revenue: €19.7bTotal Market Cap vs Earnings and Revenue0%0%0%
French Real Estate Sector Price to Earnings3Y Average 0.2x202320242025
Current Industry PE
  • Investors are optimistic on the French Real Estate industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 17.3x which is higher than its 3-year average PE of 0.24x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 18% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.2% 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 Market2.23%
Real Estate3.63%
Residential REITs6.12%
REITS5.22%
Retail REITs5.02%
Industrial REITs2.38%
Real Estate1.29%
Office REITs1.05%
Specialized REITs0%0
Health Care REITs0%0
Hotel and Resort REITs-0.84%
Industry PE
  • Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 26.5%, which is higher than its past year's earnings growth of 13.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 88% over the next 5 years.
  • This is better than its past earnings decline of 2.0% per year.
  • In contrast, the Industrial REITs industry is expected to see its earnings decline by 5.4% 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
URW Unibail-Rodamco-Westfield€88.725.4%
+€990.7m
32.4%PB0.8x
LI Klépierre€35.024.4%
+€416.9m
32.5%PB1.2x
COV Covivio€59.205.6%
+€349.0m
23.9%PB0.8x
GFC Gecina€88.703.6%
+€229.5m
-5.3%PB0.6x
CARM Carmila€18.347.6%
+€182.9m
12.1%PB0.8x

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