We Think That There Are Some Issues For Mitsubishi Estate (TSE:8802) Beyond Its Promising Earnings
May 22
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Japanese (NIKKEI) Real Estate Sector Analysis
UpdatedMay 30, 2025
DataAggregated Company Financials
Companies163
- 7D1.6%
- 3M5.1%
- 1Y5.5%
- YTD6.8%
The Real Estate industry is up 1.6% in the last week, with Sumitomo Realty & Development up 4.5%. This takes the industry's 12 month performance to a gain of 5.2%. Earnings are forecast to grow by 3.7% annually.
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, 30 May 2025 | JP¥36.0t | JP¥21.5t | JP¥2.4t | 17x | 14.9x | 1.7x |
| Sun, 27 Apr 2025 | JP¥35.4t | JP¥21.2t | JP¥2.3t | 16.6x | 15.3x | 1.7x |
| Tue, 25 Mar 2025 | JP¥35.9t | JP¥21.1t | JP¥2.3t | 17x | 15.6x | 1.7x |
| Thu, 20 Feb 2025 | JP¥34.6t | JP¥21.3t | JP¥2.3t | 17.4x | 14.9x | 1.6x |
| Sat, 18 Jan 2025 | JP¥33.6t | JP¥21.1t | JP¥2.2t | 16.6x | 15.2x | 1.6x |
| Mon, 16 Dec 2024 | JP¥33.5t | JP¥21.0t | JP¥2.2t | 16.6x | 15.4x | 1.6x |
| Wed, 13 Nov 2024 | JP¥34.2t | JP¥20.8t | JP¥2.2t | 16.7x | 15.5x | 1.6x |
| Fri, 11 Oct 2024 | JP¥34.9t | JP¥20.8t | JP¥2.2t | 17.5x | 15.6x | 1.7x |
| Sun, 08 Sep 2024 | JP¥35.2t | JP¥20.8t | JP¥2.2t | 17.8x | 15.7x | 1.7x |
| Tue, 06 Aug 2024 | JP¥31.1t | JP¥20.5t | JP¥2.1t | 16.2x | 14.6x | 1.5x |
| Thu, 04 Jul 2024 | JP¥35.3t | JP¥20.4t | JP¥2.1t | 18.9x | 16.4x | 1.7x |
| Sat, 01 Jun 2024 | JP¥35.1t | JP¥20.2t | JP¥2.1t | 18.5x | 16.6x | 1.7x |
| Mon, 29 Apr 2024 | JP¥36.8t | JP¥20.1t | JP¥2.2t | 19.6x | 17.1x | 1.8x |
| Wed, 27 Mar 2024 | JP¥36.9t | JP¥20.1t | JP¥2.1t | 19.5x | 17.2x | 1.8x |
| Fri, 23 Feb 2024 | JP¥34.0t | JP¥20.0t | JP¥2.1t | 18.8x | 16x | 1.7x |
| Sun, 21 Jan 2024 | JP¥34.8t | JP¥19.9t | JP¥2.1t | 18x | 16.2x | 1.7x |
| Tue, 19 Dec 2023 | JP¥33.5t | JP¥20.0t | JP¥2.1t | 17.7x | 15.7x | 1.7x |
| Thu, 16 Nov 2023 | JP¥34.1t | JP¥19.9t | JP¥2.1t | 17x | 16x | 1.7x |
| Sat, 14 Oct 2023 | JP¥33.1t | JP¥19.6t | JP¥2.1t | 17.7x | 15.9x | 1.7x |
| Mon, 11 Sep 2023 | JP¥34.1t | JP¥19.6t | JP¥2.1t | 18.3x | 16.5x | 1.7x |
| Wed, 09 Aug 2023 | JP¥32.4t | JP¥19.6t | JP¥2.1t | 16.8x | 15.6x | 1.7x |
| Fri, 07 Jul 2023 | JP¥31.9t | JP¥19.4t | JP¥2.0t | 16x | 15.7x | 1.6x |
| Sun, 04 Jun 2023 | JP¥31.4t | JP¥19.3t | JP¥2.0t | 16.2x | 15.5x | 1.6x |
| Tue, 02 May 2023 | JP¥30.8t | JP¥19.0t | JP¥1.9t | 15.9x | 16.1x | 1.6x |
| Thu, 30 Mar 2023 | JP¥29.2t | JP¥19.0t | JP¥1.9t | 15.9x | 15.3x | 1.5x |
| Sat, 25 Feb 2023 | JP¥30.0t | JP¥19.0t | JP¥1.9t | 16.4x | 15.7x | 1.6x |
| Mon, 23 Jan 2023 | JP¥29.3t | JP¥18.9t | JP¥1.9t | 16.8x | 15.3x | 1.5x |
| Wed, 21 Dec 2022 | JP¥29.9t | JP¥18.8t | JP¥1.9t | 16.9x | 15.7x | 1.6x |
| Fri, 18 Nov 2022 | JP¥31.9t | JP¥18.7t | JP¥1.9t | 17.2x | 16.7x | 1.7x |
| Sun, 16 Oct 2022 | JP¥31.5t | JP¥18.5t | JP¥1.9t | 17.7x | 16.5x | 1.7x |
| Tue, 13 Sep 2022 | JP¥32.8t | JP¥18.4t | JP¥1.9t | 18.8x | 17.3x | 1.8x |
| Thu, 11 Aug 2022 | JP¥31.9t | JP¥18.2t | JP¥1.9t | 17.9x | 17x | 1.7x |
| Sat, 09 Jul 2022 | JP¥31.3t | JP¥18.0t | JP¥1.8t | 17.3x | 17.4x | 1.7x |
| Mon, 06 Jun 2022 | JP¥31.7t | JP¥17.9t | JP¥1.8t | 18x | 17.6x | 1.8x |
Price to Earnings Ratio
17.6x
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 16.0x.
- 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 10% per year over the last three years.
- Revenues for these companies have grown 6.3% 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 | 3.20% | |
| Real Estate | 1.62% | |
| Hotel and Resort REITs | 2.45% | |
| Health Care REITs | 2.29% | |
| Residential REITs | 2.17% | |
| Real Estate | 1.76% | |
| Industrial REITs | 1.59% | |
| Retail REITs | 1.56% | |
| Office REITs | 1.39% | |
| REITS | 0.91% | |
Industry PE
- Investors are most optimistic about the Industrial REITs industry, which is trading close to its 3-year average PE ratio of 26.3x.
- Analysts are expecting annual earnings growth of 8.0%, which is higher than its past year's earnings growth of 7.1% 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 Industrial REITs industry, expecting annual earnings growth of 8.0% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the REITS industry is expected to see its earnings decline by 3.6% 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 | |
|---|---|---|---|---|---|
| 8830 Sumitomo Realty & Development | JP¥5.56k | 4.2% +JP¥103.6b | 13.3% | PE13.5x | |
| 8802 Mitsubishi Estate | JP¥2.64k | 2.4% +JP¥77.3b | 0.06% | PE17.4x | |
| 8801 Mitsui Fudosan | JP¥1.39k | 1.9% +JP¥70.7b | -3.5% | PE15.5x | |
| 8905 AEON Mall | JP¥2.87k | 2.7% +JP¥17.3b | 51.9% | PE45.9x | |
| 3498 Kasumigaseki CapitalLtd | JP¥13.57k | 13.1% +JP¥15.5b | -21.6% | PE21.6x |
