Japanese (NIKKEI) Real Estate Industry Analysis
- 7D1.0%
- 3M-7.0%
- 1Y9.5%
- YTD0.4%
Over the last 7 days, the Real Estate industry has remained flat, although notably Mitsui Fudosan gained 3.1%. As for the the longer term, the industry is up 8.7% over the past 12 months.
Industry Valuation and Performance
Has the Japanese Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Tue, 25 Jan 2022 | JPÂ¥14.8t | JPÂ¥15.7t | JPÂ¥1.2t | 10.2x |
| Thu, 23 Dec 2021 | JPÂ¥14.5t | JPÂ¥15.8t | JPÂ¥1.2t | 10.5x |
| Sat, 20 Nov 2021 | JPÂ¥15.4t | JPÂ¥15.8t | JPÂ¥1.2t | 11.2x |
| Mon, 18 Oct 2021 | JPÂ¥16.1t | JPÂ¥15.5t | JPÂ¥1.1t | 12x |
| Wed, 15 Sep 2021 | JPÂ¥16.3t | JPÂ¥15.6t | JPÂ¥1.1t | 12.6x |
| Fri, 13 Aug 2021 | JPÂ¥15.2t | JPÂ¥15.6t | JPÂ¥1.1t | 12x |
| Tue, 08 Jun 2021 | JPÂ¥14.9t | JPÂ¥15.3t | JPÂ¥1.0t | 12.1x |
| Mon, 01 Mar 2021 | JPÂ¥14.7t | JPÂ¥15.7t | JPÂ¥1.1t | 13.3x |
| Thu, 03 Dec 2020 | JPÂ¥14.1t | JPÂ¥15.2t | JPÂ¥968.5b | 13.9x |
| Sun, 06 Sep 2020 | JPÂ¥12.6t | JPÂ¥15.5t | JPÂ¥1.1t | 11x |
| Wed, 10 Jun 2020 | JPÂ¥13.0t | JPÂ¥15.8t | JPÂ¥1.1t | 10.9x |
| Tue, 03 Mar 2020 | JPÂ¥14.2t | JPÂ¥16.0t | JPÂ¥1.1t | 10.5x |
| Fri, 06 Dec 2019 | JPÂ¥16.0t | JPÂ¥16.0t | JPÂ¥1.1t | 11.7x |
| Mon, 09 Sep 2019 | JPÂ¥15.4t | JPÂ¥15.9t | JPÂ¥1.1t | 10.8x |
| Sun, 02 Jun 2019 | JPÂ¥15.1t | JPÂ¥15.6t | JPÂ¥1.1t | 10.8x |
| Wed, 06 Mar 2019 | JPÂ¥15.6t | JPÂ¥15.3t | JPÂ¥1.1t | 11x |
10.8x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 11.7x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Real Estate industry have grown 3.2% per year over the last three years, while revenues have remained mostly flat. This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Japanese Real Estate industry?
| Diversified Real Estate | 1.18% | |
| Real Estate Operating Companies | 0.94% | |
| Real Estate Services | 0.87% | |
| Real Estate Development | -2.01% | |
Industry PE: Investors are most optimistic about the Real Estate Operating Companies industry, which is trading close to its 3-year average PE ratio of 18.7x. This is likely because analysts are expecting annual earnings growth of 10%, which is higher than its past year's earnings growth of 0.8% per year. Meanwhile, investors are most pessimistic about the Real Estate Development industry, which is trading close to its 3-year average of 8.1x.
Forecasted Growth: Analysts are most optimistic on the Real Estate Services industry, expecting annual earnings growth of 16% over the next 5 years. However this is lower than its past earnings growth rate of 20% per year. Meanwhile, the Diversified Real Estate industry is expected to see its earnings grow by 6.0% 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 | |
|---|---|---|---|---|---|
| 1925 Daiwa House IndustryLtd | JPÂ¥3.39k | 3.5% +JPÂ¥74.1b | 12.1% | PB1.2x | |
| 8801 Mitsui Fudosan | JPÂ¥2.35k | 2.1% +JPÂ¥46.4b | 11.4% | PB0.9x | |
| 8802 Mitsubishi Estate | JPÂ¥1.65k | 1.8% +JPÂ¥37.9b | -1.4% | PB1.1x | |
| 8830 Sumitomo Realty & Development | JPÂ¥3.46k | 2.0% +JPÂ¥31.8b | 10.6% | PB1x | |
| 1878 Daito Trust ConstructionLtd | JPÂ¥13.33k | 2.0% +JPÂ¥17.7b | 34.5% | PB2.6x |