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French (CAC) Real Estate Sector Analysis
UpdatedJan 04, 2026
DataAggregated Company Financials
Companies83
- 7D-0.04%
- 3M-0.5%
- 1Y9.2%
- YTD0%
In the last week, Real Estate has been flat. As for the the longer term, the industry is up 9.2% over the past 12 months. As for the next few years, earnings are expected to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Mon, 05 Jan 2026 | €57.8b | €21.0b | €3.5b | 14.8x | 16.3x | 2.7x |
| Wed, 03 Dec 2025 | €57.7b | €21.4b | €3.4b | 14.4x | 16.9x | 2.7x |
| Fri, 31 Oct 2025 | €56.9b | €21.4b | €3.4b | 14.8x | 16.6x | 2.7x |
| Sun, 28 Sep 2025 | €60.9b | €21.7b | €3.7b | 16x | 16.7x | 2.8x |
| Tue, 26 Aug 2025 | €62.7b | €21.7b | €3.7b | 15.5x | 17.2x | 2.9x |
| Thu, 24 Jul 2025 | €60.2b | €22.1b | €2.7b | 16.6x | 22.4x | 2.7x |
| Sat, 21 Jun 2025 | €59.8b | €22.0b | €2.3b | 16.6x | 25.8x | 2.7x |
| Mon, 19 May 2025 | €59.5b | €22.0b | €2.2b | 19x | 27.4x | 2.7x |
| Wed, 16 Apr 2025 | €56.7b | €22.2b | €2.0b | 15.3x | 28.4x | 2.5x |
| Fri, 14 Mar 2025 | €56.8b | €21.9b | €1.9b | 19.1x | 29.5x | 2.6x |
| Sun, 09 Feb 2025 | €58.1b | €21.4b | -€4,190,065,951.00 | 16.9x | -13.9x | 2.7x |
| Tue, 07 Jan 2025 | €54.7b | €21.3b | -€4,183,415,558.00 | 16.3x | -13.1x | 2.6x |
| Thu, 05 Dec 2024 | €54.9b | €21.4b | -€4,195,317,558.00 | 17.3x | -13.1x | 2.6x |
| Sat, 02 Nov 2024 | €56.3b | €21.3b | -€4,266,485,290.00 | 17.7x | -13.2x | 2.6x |
| Mon, 30 Sep 2024 | €59.1b | €21.6b | -€4,220,756,159.00 | 19.2x | -14x | 2.7x |
| Wed, 28 Aug 2024 | €55.2b | €21.7b | -€4,240,479,673.00 | 18.9x | -13x | 2.5x |
| Fri, 26 Jul 2024 | €52.2b | €21.9b | -€5,674,497,673.00 | 20.2x | -9.2x | 2.4x |
| Sun, 23 Jun 2024 | €52.7b | €21.9b | -€7,829,988,652.00 | 20.6x | -6.7x | 2.4x |
| Tue, 21 May 2024 | €55.8b | €21.9b | -€7,804,562,966.00 | 19.6x | -7.1x | 2.6x |
| Thu, 18 Apr 2024 | €51.7b | €21.8b | -€7,789,224,446.00 | 16.8x | -6.6x | 2.4x |
| Sat, 16 Mar 2024 | €50.7b | €21.8b | -€7,408,980,446.00 | 15.6x | -6.8x | 2.3x |
| Mon, 12 Feb 2024 | €52.2b | €22.9b | -€3,566,497,446.00 | 14.8x | -14.6x | 2.3x |
| Wed, 10 Jan 2024 | €53.9b | €22.8b | -€3,124,128,940.00 | 15.1x | -17.3x | 2.4x |
| Fri, 08 Dec 2023 | €52.2b | €23.0b | -€3,098,193,940.00 | 13.8x | -16.9x | 2.3x |
| Sun, 05 Nov 2023 | €49.2b | €23.0b | -€3,047,902,167.00 | 13.1x | -16.1x | 2.1x |
| Tue, 03 Oct 2023 | €47.4b | €23.0b | -€3,011,204,711.00 | 13.2x | -15.7x | 2.1x |
| Thu, 31 Aug 2023 | €49.4b | €22.9b | -€2,541,950,503.00 | 13.5x | -19.4x | 2.2x |
| Sat, 29 Jul 2023 | €50.2b | €23.2b | -€2,037,346,503.00 | 12.4x | -24.7x | 2.2x |
| Mon, 26 Jun 2023 | €47.4b | €23.2b | €3.7b | 10x | 12.8x | 2x |
| Wed, 24 May 2023 | €49.4b | €23.2b | €3.7b | 10.1x | 13.5x | 2.1x |
| Fri, 21 Apr 2023 | €44.6b | €20.4b | €3.7b | 9.9x | 12.1x | 2.2x |
| Sun, 19 Mar 2023 | €5.3b | €2.2b | €372.2m | 9.5x | 14.4x | 2.4x |
| Tue, 14 Feb 2023 | €48.1b | €19.7b | €6.2b | 8.5x | 7.7x | 2.4x |
| Thu, 12 Jan 2023 | €46.2b | €19.7b | €6.8b | 8.6x | 6.8x | 2.3x |
Price to Earnings Ratio
6.8x
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 16.3x which is higher than its 3-year average PE of 1.6x.
- The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 19% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.2% 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 Market | 1.20% | |
| Real Estate | -0.036% | |
| Industrial REITs | 1.94% | |
| REITS | 0.75% | |
| Office REITs | 0.64% | |
| Real Estate | 0.44% | |
| Residential REITs | 0.41% | |
| Specialized REITs | 0% | 0 |
| Health Care REITs | 0% | 0 |
| Retail REITs | -0.40% | |
| Hotel and Resort REITs | -2.99% | |
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 23.9%, which is lower than the prior year's growth of 168.2% 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 growth rate of 15% per year.
- In contrast, the Industrial REITs industry is expected to see its earnings decline by 5.9% 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 | |
|---|---|---|---|---|---|
| COV Covivio | €55.95 | 0.8% +€49.3m | 13.4% | PB0.8x | |
| GFC Gecina | €80.20 | 0.7% +€40.7m | -10.7% | PB0.6x | |
| BASS BASSAC Société anonyme | €51.20 | 4.5% +€36.7m | 20.5% | PE9.4x | |
| MLMTP Montepino Logística SOCIMI | €10.00 | 4.2% +€34.4m | 8.7% | PB1.1x | |
| URW Unibail-Rodamco-Westfield | €92.52 | 0.2% +€31.5m | 25.5% | PB0.8x |
