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Dec 03
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Israeli (TA) Real Estate Sector Analysis
UpdatedDec 03, 2025
DataAggregated Company Financials
Companies79
- 7D0.5%
- 3M8.4%
- 1Y20.0%
- YTD16.9%
In the last week, the Real Estate industry is up 3.0%, with AFI Properties up 5.3%. In the last 12 months, the industry was up 21%. Looking forward, earnings are forecast to grow by 38% annually.
Sector Valuation and Performance
Has the Israeli Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 03 Dec 2025 | ₪248.8b | ₪48.8b | ₪17.1b | 14.5x | 14.6x | 5.1x |
| Fri, 31 Oct 2025 | ₪256.3b | ₪47.9b | ₪17.6b | 14x | 14.6x | 5.4x |
| Sun, 28 Sep 2025 | ₪219.3b | ₪48.0b | ₪17.5b | 12.4x | 12.5x | 4.6x |
| Tue, 26 Aug 2025 | ₪234.8b | ₪46.8b | ₪16.0b | 13.6x | 14.7x | 5x |
| Thu, 24 Jul 2025 | ₪246.4b | ₪46.5b | ₪15.2b | 14.3x | 16.2x | 5.3x |
| Sat, 21 Jun 2025 | ₪206.0b | ₪45.4b | ₪15.0b | 12.5x | 13.8x | 4.5x |
| Mon, 19 May 2025 | ₪201.3b | ₪44.1b | ₪14.3b | 13.2x | 14.1x | 4.6x |
| Wed, 16 Apr 2025 | ₪189.8b | ₪43.8b | ₪14.1b | 13x | 13.5x | 4.3x |
| Fri, 14 Mar 2025 | ₪194.4b | ₪45.5b | ₪12.6b | 13.8x | 15.4x | 4.3x |
| Sun, 09 Feb 2025 | ₪212.5b | ₪43.0b | ₪9.9b | 16.3x | 21.5x | 4.9x |
| Tue, 07 Jan 2025 | ₪210.2b | ₪43.1b | ₪9.9b | 16.5x | 21.3x | 4.9x |
| Thu, 05 Dec 2024 | ₪200.3b | ₪42.3b | ₪9.4b | 15.5x | 21.4x | 4.7x |
| Sat, 02 Nov 2024 | ₪187.9b | ₪40.6b | ₪7.1b | 13.4x | 26.5x | 4.6x |
| Mon, 30 Sep 2024 | ₪171.2b | ₪39.9b | ₪6.9b | 12.7x | 24.7x | 4.3x |
| Wed, 28 Aug 2024 | ₪167.5b | ₪39.7b | ₪6.3b | 13.1x | 26.6x | 4.2x |
| Fri, 26 Jul 2024 | ₪167.7b | ₪38.7b | ₪5.8b | 12.7x | 29x | 4.3x |
| Sun, 23 Jun 2024 | ₪149.5b | ₪38.8b | ₪6.0b | 11x | 25x | 3.9x |
| Tue, 21 May 2024 | ₪156.5b | ₪38.2b | ₪4.6b | 11.5x | 33.8x | 4.1x |
| Thu, 18 Apr 2024 | ₪157.4b | ₪38.6b | ₪4.6b | 11.5x | 34.2x | 4.1x |
| Sat, 16 Mar 2024 | ₪163.6b | ₪37.9b | ₪3.2b | 10.1x | 51.6x | 4.3x |
| Mon, 12 Feb 2024 | ₪157.1b | ₪37.4b | ₪3.4b | 9.2x | 46.5x | 4.2x |
| Wed, 10 Jan 2024 | ₪165.2b | ₪37.5b | ₪3.6b | 9.5x | 45.5x | 4.4x |
| Fri, 08 Dec 2023 | ₪156.4b | ₪37.7b | ₪4.2b | 9x | 37.3x | 4.1x |
| Sun, 05 Nov 2023 | ₪134.1b | ₪37.9b | ₪6.4b | 8.1x | 21x | 3.5x |
| Tue, 03 Oct 2023 | ₪148.9b | ₪37.8b | ₪6.4b | 8.9x | 23.1x | 3.9x |
| Thu, 31 Aug 2023 | ₪147.0b | ₪38.3b | ₪7.7b | 8.2x | 19x | 3.8x |
| Sat, 29 Jul 2023 | ₪151.9b | ₪38.4b | ₪10.9b | 7x | 13.9x | 4x |
| Mon, 26 Jun 2023 | ₪149.7b | ₪38.3b | ₪11.0b | 7.1x | 13.6x | 3.9x |
| Wed, 24 May 2023 | ₪142.3b | ₪38.2b | ₪14.7b | 6.7x | 9.7x | 3.7x |
| Fri, 21 Apr 2023 | ₪136.8b | ₪38.1b | ₪14.7b | 6.1x | 9.3x | 3.6x |
| Sun, 19 Mar 2023 | ₪137.7b | ₪36.2b | ₪21.7b | 5.3x | 6.4x | 3.8x |
| Tue, 14 Feb 2023 | ₪153.6b | ₪38.1b | ₪24.7b | 5.7x | 6.2x | 4x |
| Thu, 12 Jan 2023 | ₪161.3b | ₪37.9b | ₪24.9b | 5.9x | 6.5x | 4.3x |
| Sat, 10 Dec 2022 | ₪164.7b | ₪36.9b | ₪25.0b | 5.6x | 6.6x | 4.5x |
Price to Earnings Ratio
6.6x
Current Industry PE
- Investors are pessimistic on the Israeli 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 14.5x which is lower than its 3-year average PE of 21.2x.
- The 3-year average PS ratio of 4.3x is lower than the industry's current PS ratio of 5.2x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 12% per year 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Israeli Real Estate sector?
| IL Market | 2.85% | |
| Real Estate | 0.51% | |
| Residential REITs | 3.72% | |
| REITS | 1.40% | |
| Real Estate | 0.45% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio of 15.1x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the REITS industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.7x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 38% over the next 5 years.
- This is better than its past earnings growth rate of 10% per year.
- In contrast, the Real Estate industry is expected to see its earnings grow by 38% 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 | |
|---|---|---|---|---|---|
| AFPR AFI Properties | ₪222.90 | 3.8% +₪335.6m | 29.2% | PE11.6x | |
| ARPT Airport City | ₪62.21 | 3.8% +₪265.8m | 4.1% | PE13x | |
| MGOR Mega Or Holdings | ₪204.80 | 3.0% +₪219.9m | 81.2% | PE7.7x | |
| BIG BIG Shopping Centers | ₪735.70 | 1.1% +₪196.7m | 53.3% | PE11.6x | |
| MVNE Mivne Real Estate (K.D) | ₪14.23 | 1.9% +₪195.4m | 29.8% | PE15x |
