Leopalace21 (TSE:8848) Has Affirmed Its Dividend Of ¥5.00
Feb 21
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Japanese (NIKKEI) Real Estate Sector Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies166
- 7D-1.3%
- 3M1.5%
- 1Y1.2%
- YTD0.5%
Over the last 7 days, the Real Estate industry has dropped 1.3%, driven by a pullback from Mitsui Fudosan of 5.2%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 4.1% per annum.
Sector Valuation and Performance
Has the Japanese Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | JP¥34.2t | JP¥21.3t | JP¥2.3t | 17.3x | 14.7x | 1.6x |
| Sun, 19 Jan 2025 | JP¥33.6t | JP¥21.1t | JP¥2.2t | 16.6x | 15.2x | 1.6x |
| Tue, 17 Dec 2024 | JP¥33.5t | JP¥21.0t | JP¥2.2t | 16.6x | 15.3x | 1.6x |
| Thu, 14 Nov 2024 | JP¥33.8t | JP¥20.8t | JP¥2.2t | 16.8x | 15.3x | 1.6x |
| Sat, 12 Oct 2024 | JP¥34.7t | JP¥20.8t | JP¥2.2t | 17.4x | 15.4x | 1.7x |
| Mon, 09 Sep 2024 | JP¥35.2t | JP¥20.8t | JP¥2.2t | 17.8x | 15.7x | 1.7x |
| Wed, 07 Aug 2024 | JP¥33.5t | JP¥20.5t | JP¥2.1t | 17x | 15.7x | 1.6x |
| Fri, 05 Jul 2024 | JP¥35.5t | JP¥20.4t | JP¥2.1t | 19.1x | 16.5x | 1.7x |
| Sun, 02 Jun 2024 | JP¥35.1t | JP¥20.2t | JP¥2.1t | 18.5x | 16.6x | 1.7x |
| Tue, 30 Apr 2024 | JP¥36.8t | JP¥20.1t | JP¥2.2t | 19.6x | 17.1x | 1.8x |
| Thu, 28 Mar 2024 | JP¥37.4t | JP¥20.1t | JP¥2.1t | 19.6x | 17.4x | 1.9x |
| Sat, 24 Feb 2024 | JP¥34.0t | JP¥20.0t | JP¥2.1t | 18.8x | 15.9x | 1.7x |
| Mon, 22 Jan 2024 | JP¥34.8t | JP¥19.9t | JP¥2.1t | 18x | 16.2x | 1.7x |
| Wed, 20 Dec 2023 | JP¥33.6t | JP¥20.0t | JP¥2.1t | 17.7x | 15.8x | 1.7x |
| Fri, 17 Nov 2023 | JP¥34.1t | JP¥20.0t | JP¥2.1t | 17.1x | 16x | 1.7x |
| Sun, 15 Oct 2023 | JP¥33.1t | JP¥19.6t | JP¥2.1t | 17.7x | 15.9x | 1.7x |
| Tue, 12 Sep 2023 | JP¥33.5t | JP¥19.6t | JP¥2.1t | 18.2x | 16.2x | 1.7x |
| Thu, 10 Aug 2023 | JP¥32.4t | JP¥19.6t | JP¥2.1t | 16.7x | 15.3x | 1.7x |
| Sat, 08 Jul 2023 | JP¥31.6t | JP¥19.4t | JP¥2.0t | 16.1x | 15.6x | 1.6x |
| Mon, 05 Jun 2023 | JP¥31.4t | JP¥19.3t | JP¥2.0t | 16.2x | 15.5x | 1.6x |
| Wed, 03 May 2023 | JP¥30.8t | JP¥19.0t | JP¥1.9t | 15.9x | 16.1x | 1.6x |
| Fri, 31 Mar 2023 | JP¥29.2t | JP¥19.0t | JP¥1.9t | 16x | 15.3x | 1.5x |
| Sun, 26 Feb 2023 | JP¥30.0t | JP¥19.0t | JP¥1.9t | 16.4x | 15.7x | 1.6x |
| Tue, 24 Jan 2023 | JP¥29.5t | JP¥18.9t | JP¥1.9t | 16.9x | 15.4x | 1.6x |
| Thu, 22 Dec 2022 | JP¥29.9t | JP¥18.8t | JP¥1.9t | 17x | 15.7x | 1.6x |
| Sat, 19 Nov 2022 | JP¥31.9t | JP¥18.7t | JP¥1.9t | 17.4x | 16.7x | 1.7x |
| Mon, 17 Oct 2022 | JP¥31.5t | JP¥18.5t | JP¥1.9t | 17.7x | 16.5x | 1.7x |
| Wed, 14 Sep 2022 | JP¥32.8t | JP¥18.4t | JP¥1.9t | 18.8x | 17.3x | 1.8x |
| Fri, 12 Aug 2022 | JP¥31.9t | JP¥18.3t | JP¥1.9t | 17.8x | 17x | 1.7x |
| Sun, 10 Jul 2022 | JP¥31.3t | JP¥18.0t | JP¥1.8t | 17.3x | 17.4x | 1.7x |
| Tue, 07 Jun 2022 | JP¥31.8t | JP¥17.9t | JP¥1.8t | 18.1x | 17.7x | 1.8x |
| Thu, 05 May 2022 | JP¥31.5t | JP¥17.6t | JP¥1.7t | 18.3x | 18.3x | 1.8x |
| Sat, 02 Apr 2022 | JP¥32.1t | JP¥17.5t | JP¥1.7t | 19.2x | 19x | 1.8x |
| Mon, 28 Feb 2022 | JP¥30.3t | JP¥17.5t | JP¥1.7t | 17.7x | 17.7x | 1.7x |
Price to Earnings Ratio
17.7x
Current Industry PE
- Investors are relatively neutral on the Japanese Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 16.3x.
- The industry is trading close to its 3-year average PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 11% per year over the last three years.
- Revenues for these companies have grown 6.8% 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 Japanese Real Estate sector?
| JP Market | -1.26% | |
| Real Estate | -1.28% | |
| Health Care REITs | 2.39% | |
| Office REITs | 1.22% | |
| Industrial REITs | 0.57% | |
| Residential REITs | 0.45% | |
| REITS | 0.40% | |
| Retail REITs | 0.27% | |
| Specialized REITs | 0% | 0 |
| Hotel and Resort REITs | -0.50% | |
| Real Estate | -2.61% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry even though it's trading below its 3-year average PE ratio of 26.8x.
- Analysts are expecting annual earnings growth of 0.6%, which is lower than the prior year's growth of 3.0% per year.
- Investors are most pessimistic about the Real Estate industry, which is trading close to its 3-year average of 12.4x.
Forecasted Growth
- Analysts are most optimistic on the Hotel and Resort REITs industry, expecting annual earnings growth of 11% over the next 5 years.
- However this is lower than its past earnings growth rate of 37% per year.
- In contrast, the Office REITs industry is expected to see its earnings decline by 4.2% 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 | |
|---|---|---|---|---|---|
| 8848 Leopalace21 | JP¥594.00 | 7.8% +JP¥13.7b | 40.1% | PE4.4x | |
| 3269 Advance Residence Investment | JP¥143.50k | 3.1% +JP¥12.3b | -5.4% | PB1.7x | |
| 8955 Japan Prime Realty Investment | JP¥353.50k | 3.5% +JP¥12.0b | 7.4% | PB1.3x | |
| 8954 ORIX JREIT | JP¥174.40k | 1.8% +JP¥8.3b | 7.7% | PB1.4x | |
| 8876 Relo Group | JP¥1.90k | 2.6% +JP¥7.3b | 48.6% | PS2x |
