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Israeli (TA) Real Estate Sector Analysis
UpdatedJun 05, 2026
DataAggregated Company Financials
Companies86
- 7D-5.8%
- 3M-9.9%
- 1Y33.3%
- YTD1.7%
Over the last 7 days, the Real Estate industry has dropped 6.5%, driven by a pullback from Azrieli Group of 8.7%. On the other hand Alrov Properties and Lodgings is actually up 6.5%. In the past year, the industry has gained 36%. As for the next few years, earnings are expected to grow by 22% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | ₪278.8b | ₪51.3b | ₪19.6b | 12.9x | 14.2x | 5.4x |
| Sun, 03 May 2026 | ₪295.2b | ₪50.5b | ₪19.1b | 13.8x | 15.4x | 5.8x |
| Tue, 31 Mar 2026 | ₪263.0b | ₪50.3b | ₪18.4b | 13.2x | 14.3x | 5.2x |
| Thu, 26 Feb 2026 | ₪275.7b | ₪49.5b | ₪17.3b | 14.2x | 15.9x | 5.6x |
| Sat, 24 Jan 2026 | ₪281.5b | ₪49.1b | ₪17.0b | 14.9x | 16.5x | 5.7x |
| Mon, 22 Dec 2025 | ₪254.1b | ₪49.0b | ₪17.0b | 14.5x | 14.9x | 5.2x |
| Wed, 19 Nov 2025 | ₪251.5b | ₪47.9b | ₪17.4b | 13.9x | 14.5x | 5.3x |
| Fri, 17 Oct 2025 | ₪255.7b | ₪47.9b | ₪17.6b | 13.7x | 14.5x | 5.3x |
| Sun, 14 Sep 2025 | ₪234.7b | ₪47.4b | ₪17.1b | 13.3x | 13.7x | 5x |
| Tue, 12 Aug 2025 | ₪224.7b | ₪46.6b | ₪15.6b | 12.9x | 14.4x | 4.8x |
| Thu, 10 Jul 2025 | ₪238.3b | ₪45.5b | ₪15.0b | 14.4x | 15.9x | 5.2x |
| Sat, 07 Jun 2025 | ₪193.7b | ₪45.4b | ₪15.0b | 12x | 12.9x | 4.3x |
| Mon, 05 May 2025 | ₪189.8b | ₪44.2b | ₪14.1b | 12.5x | 13.4x | 4.3x |
| Wed, 02 Apr 2025 | ₪184.5b | ₪44.1b | ₪13.4b | 12x | 13.8x | 4.2x |
| Fri, 28 Feb 2025 | ₪201.9b | ₪42.8b | ₪10.0b | 15x | 20.1x | 4.7x |
| Sun, 26 Jan 2025 | ₪210.2b | ₪43.0b | ₪9.8b | 16.3x | 21.4x | 4.9x |
| Tue, 24 Dec 2024 | ₪204.4b | ₪42.9b | ₪9.6b | 16.7x | 21.2x | 4.8x |
| Thu, 21 Nov 2024 | ₪192.9b | ₪41.1b | ₪8.1b | 14.4x | 23.7x | 4.7x |
| Sat, 19 Oct 2024 | ₪174.6b | ₪39.9b | ₪6.9b | 12.8x | 25.1x | 4.4x |
| Mon, 16 Sep 2024 | ₪170.9b | ₪39.9b | ₪6.9b | 12.7x | 24.6x | 4.3x |
| Wed, 14 Aug 2024 | ₪160.5b | ₪38.8b | ₪5.7b | 12.3x | 28.4x | 4.1x |
| Fri, 12 Jul 2024 | ₪166.9b | ₪38.7b | ₪5.8b | 12.9x | 28.7x | 4.3x |
| Sun, 09 Jun 2024 | ₪150.8b | ₪39.0b | ₪5.8b | 11.3x | 25.8x | 3.9x |
| Tue, 07 May 2024 | ₪161.2b | ₪38.7b | ₪4.6b | 11.9x | 35.1x | 4.2x |
| Thu, 04 Apr 2024 | ₪166.2b | ₪38.9b | ₪3.3b | 12.1x | 49.9x | 4.3x |
| Sat, 02 Mar 2024 | ₪168.4b | ₪37.1b | ₪3.3b | 9.9x | 51.8x | 4.5x |
| Mon, 29 Jan 2024 | ₪161.2b | ₪37.5b | ₪3.6b | 9.2x | 44.2x | 4.3x |
| Wed, 27 Dec 2023 | ₪160.9b | ₪37.6b | ₪4.1b | 9.3x | 39.2x | 4.3x |
| Fri, 24 Nov 2023 | ₪147.5b | ₪37.8b | ₪6.3b | 8.8x | 23.4x | 3.9x |
| Sun, 22 Oct 2023 | ₪128.4b | ₪37.9b | ₪6.4b | 7.7x | 20.1x | 3.4x |
| Tue, 19 Sep 2023 | ₪145.6b | ₪37.9b | ₪6.7b | 8.4x | 21.9x | 3.8x |
| Thu, 17 Aug 2023 | ₪147.6b | ₪38.4b | ₪8.6b | 8x | 17.1x | 3.8x |
| Sat, 15 Jul 2023 | ₪154.1b | ₪38.3b | ₪11.0b | 7.2x | 14.1x | 4x |
| Mon, 12 Jun 2023 | ₪148.1b | ₪38.8b | ₪12.4b | 7.3x | 11.9x | 3.8x |
Price to Earnings Ratio
11.9x
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 14.3x which is lower than its 3-year average PE of 22.5x.
- The 3-year average PS ratio of 4.6x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 16% per year over the last three years.
- Revenues for these companies have grown 9.4% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Israeli Real Estate sector?
| IL Market | -5.29% | |
| Real Estate | -5.77% | |
| Residential REITs | -3.34% | |
| Real Estate | -5.69% | |
| REITS | -8.79% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry, which is trading close to its 3-year average PE ratio of 19.3x.
- 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, which is trading below its 3-year average of 9.5x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings growth rate of 12% per year.
- In contrast, the Real Estate industry is expected to see its earnings grow by 22% 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 | |
|---|---|---|---|---|---|
| ALRPR Alrov Properties and Lodgings | ₪304.90 | 6.5% +₪383.2m | 63.5% | PE4.9x | |
| ARPT Airport City | ₪54.40 | 2.4% +₪141.8m | 0.3% | PE8.7x | |
| ISHO Isras Holdings | ₪344.30 | 4.3% +₪91.5m | -14.1% | PE7.7x | |
| VILR Villar International | ₪189.70 | 1.3% +₪44.2m | 4.7% | PE9.6x | |
| VTNA Vitania | ₪21.35 | 4.0% +₪39.1m | -9.3% | PS3.1x |