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French (CAC) Real Estate Sector Analysis
UpdatedFeb 28, 2026
DataAggregated Company Financials
Companies83
- 7D2.7%
- 3M7.6%
- 1Y11.3%
- YTD7.8%
The Real Estate industry is up 2.7% in the last week, with Klépierre up 4.8%. In the last 12 months, the industry was up 11%. As for the next few years, earnings are expected to grow by 14% per annum.
Sector Valuation and Performance
Has the French Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 28 Feb 2026 | €62.4b | €20.9b | €4.5b | 13x | 14x | 3x |
| Mon, 26 Jan 2026 | €56.7b | €21.0b | €3.5b | 15.5x | 16x | 2.7x |
| Wed, 24 Dec 2025 | €57.7b | €21.4b | €3.4b | 15x | 16.9x | 2.7x |
| Fri, 21 Nov 2025 | €56.5b | €21.3b | €3.4b | 14.4x | 16.6x | 2.6x |
| Sun, 19 Oct 2025 | €57.9b | €21.4b | €3.4b | 16x | 16.9x | 2.7x |
| Tue, 16 Sep 2025 | €61.9b | €21.7b | €3.7b | 16x | 16.9x | 2.9x |
| Thu, 14 Aug 2025 | €62.9b | €21.7b | €3.7b | 15.6x | 17.2x | 2.9x |
| Sat, 12 Jul 2025 | €59.1b | €22.0b | €2.3b | 18.9x | 25.6x | 2.7x |
| Mon, 09 Jun 2025 | €60.3b | €22.0b | €2.3b | 15.7x | 26x | 2.7x |
| Wed, 07 May 2025 | €58.9b | €22.0b | €1.9b | 18.8x | 30.3x | 2.7x |
| Fri, 04 Apr 2025 | €58.1b | €22.2b | €2.0b | 17.4x | 29.1x | 2.6x |
| Sun, 02 Mar 2025 | €58.8b | €22.1b | €2.0b | 18.8x | 29.1x | 2.7x |
| Tue, 28 Jan 2025 | €55.6b | €21.4b | -€4,189,010,558.00 | 16.3x | -13.3x | 2.6x |
| Thu, 26 Dec 2024 | €54.0b | €21.3b | -€4,183,415,558.00 | 16.5x | -12.9x | 2.5x |
| Sat, 23 Nov 2024 | €56.1b | €21.3b | -€4,255,084,743.00 | 18.5x | -13.2x | 2.6x |
| Mon, 21 Oct 2024 | €58.5b | €21.6b | -€4,213,824,290.00 | 19x | -13.9x | 2.7x |
| Wed, 18 Sep 2024 | €58.4b | €21.6b | -€4,205,460,673.00 | 19.2x | -13.9x | 2.7x |
| Fri, 16 Aug 2024 | €53.8b | €21.7b | -€4,240,706,673.00 | 18.9x | -12.7x | 2.5x |
| Sun, 14 Jul 2024 | €52.8b | €21.8b | -€7,820,238,673.00 | 19.1x | -6.8x | 2.4x |
| Tue, 11 Jun 2024 | €56.7b | €21.9b | -€7,828,267,496.00 | 22.5x | -7.2x | 2.6x |
| Thu, 09 May 2024 | €54.5b | €21.9b | -€7,803,669,966.00 | 18.5x | -7x | 2.5x |
| Sat, 06 Apr 2024 | €51.9b | €21.8b | -€7,700,773,446.00 | 16.9x | -6.7x | 2.4x |
| Mon, 04 Mar 2024 | €50.3b | €22.2b | -€7,045,695,446.00 | 16.6x | -7.1x | 2.3x |
| Wed, 31 Jan 2024 | €53.5b | €22.9b | -€2,886,689,446.00 | 14.8x | -18.5x | 2.3x |
| Fri, 29 Dec 2023 | €54.9b | €23.0b | -€3,106,760,940.00 | 14.7x | -17.7x | 2.4x |
| Sun, 26 Nov 2023 | €49.7b | €23.0b | -€3,071,028,870.00 | 13.1x | -16.2x | 2.2x |
| Tue, 24 Oct 2023 | €44.5b | €22.9b | -€3,034,734,711.00 | 12.5x | -14.7x | 1.9x |
| Thu, 21 Sep 2023 | €49.4b | €23.0b | -€3,019,135,503.00 | 14x | -16.3x | 2.2x |
| Sat, 19 Aug 2023 | €47.9b | €22.9b | -€2,400,600,503.00 | 12.6x | -19.9x | 2.1x |
| Mon, 17 Jul 2023 | €50.9b | €23.2b | €3.7b | 13.3x | 13.9x | 2.2x |
| Wed, 14 Jun 2023 | €48.8b | €23.2b | €3.7b | 10.1x | 13.2x | 2.1x |
| Fri, 12 May 2023 | €49.4b | €23.2b | €3.7b | 9.8x | 13.4x | 2.1x |
| Sun, 09 Apr 2023 | €44.2b | €20.1b | €4.3b | 9.8x | 10.3x | 2.2x |
| Tue, 07 Mar 2023 | €48.2b | €20.1b | €3.8b | 9.9x | 12.8x | 2.4x |
Price to Earnings Ratio
12.8x
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 14.0x which is higher than its 3-year average PE of 2.0x.
- The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 5.7% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the French Real Estate sector?
| FR Market | 0.19% | |
| Real Estate | 2.71% | |
| Residential REITs | 3.43% | |
| REITS | 3.32% | |
| Retail REITs | 2.99% | |
| Office REITs | 2.91% | |
| Real Estate | 1.85% | |
| Industrial REITs | 1.13% | |
| Specialized REITs | 0% | 0 |
| Hotel and Resort REITs | 0% | 0 |
| Health Care REITs | 0% | 0 |
Industry PE
- Investors are most optimistic about the Health Care REITs industry which is trading above its 3-year average PE ratio of 19.9x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 112% over the next 5 years.
- This is better than its past earnings growth rate of 15% per year.
- In contrast, the Industrial REITs industry is expected to see its earnings decline by 12% 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 | |
|---|---|---|---|---|---|
| LI Klépierre | €35.62 | 4.8% +€463.8m | 16.0% | PB1.1x | |
| COV Covivio | €62.15 | 4.7% +€310.0m | 18.2% | PB0.8x | |
| URW Unibail-Rodamco-Westfield | €106.15 | 1.7% +€250.9m | 30.2% | PB0.9x | |
| GFC Gecina | €78.45 | 3.4% +€188.9m | -13.4% | PB0.6x | |
| CARM Carmila | €18.52 | 5.3% +€131.2m | 6.8% | PB0.8x |
