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Japanese (NIKKEI) Real Estate Industry Analysis
UpdatedMar 21, 2025
DataAggregated Company Financials
Companies107
- 7D4.5%
- 3M8.2%
- 1Y-2.2%
- YTD6.3%
Over the last 7 days, the Real Estate industry has risen 5.0%, driven by gains in Mitsubishi Estate and Mitsui Fudosan of 10% and 7.4%, respectively. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 6.4% annually.
Industry Valuation and Performance
Has the Japanese Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Mar 2025 | JP¥20.6t | JP¥19.6t | JP¥1.6t | 10.8x | 12.8x | 1.1x |
| Sun, 16 Feb 2025 | JP¥20.1t | JP¥19.7t | JP¥1.6t | 10.2x | 12.4x | 1x |
| Tue, 14 Jan 2025 | JP¥19.4t | JP¥19.2t | JP¥1.5t | 11.7x | 13.1x | 1x |
| Thu, 12 Dec 2024 | JP¥19.4t | JP¥19.4t | JP¥1.5t | 11.4x | 12.9x | 1x |
| Sat, 09 Nov 2024 | JP¥19.9t | JP¥19.3t | JP¥1.6t | 11.5x | 12.7x | 1x |
| Mon, 07 Oct 2024 | JP¥20.3t | JP¥19.3t | JP¥1.6t | 11.7x | 13x | 1.1x |
| Wed, 04 Sep 2024 | JP¥21.0t | JP¥19.2t | JP¥1.6t | 12x | 13.5x | 1.1x |
| Fri, 02 Aug 2024 | JP¥19.8t | JP¥18.9t | JP¥1.5t | 12.3x | 13.3x | 1.1x |
| Sun, 30 Jun 2024 | JP¥20.3t | JP¥18.8t | JP¥1.5t | 12.2x | 13.7x | 1.1x |
| Tue, 28 May 2024 | JP¥20.1t | JP¥18.9t | JP¥1.5t | 11.8x | 13.5x | 1.1x |
| Thu, 25 Apr 2024 | JP¥21.5t | JP¥18.6t | JP¥1.5t | 12.1x | 14.1x | 1.2x |
| Sat, 23 Mar 2024 | JP¥21.9t | JP¥18.6t | JP¥1.5t | 12.6x | 14.5x | 1.2x |
| Mon, 19 Feb 2024 | JP¥19.2t | JP¥18.6t | JP¥1.5t | 12.3x | 12.7x | 1x |
| Wed, 17 Jan 2024 | JP¥18.9t | JP¥18.5t | JP¥1.5t | 12x | 12.6x | 1x |
| Fri, 15 Dec 2023 | JP¥18.0t | JP¥18.4t | JP¥1.5t | 10.4x | 12x | 1x |
| Sun, 12 Nov 2023 | JP¥17.7t | JP¥18.4t | JP¥1.5t | 10.5x | 11.8x | 1x |
| Tue, 10 Oct 2023 | JP¥17.3t | JP¥18.1t | JP¥1.4t | 10.6x | 12.1x | 1x |
| Thu, 07 Sep 2023 | JP¥17.8t | JP¥18.1t | JP¥1.4t | 11.2x | 12.5x | 1x |
| Sat, 05 Aug 2023 | JP¥16.0t | JP¥17.9t | JP¥1.4t | 10.6x | 11.4x | 0.9x |
| Mon, 03 Jul 2023 | JP¥16.1t | JP¥17.9t | JP¥1.4t | 10.3x | 11.4x | 0.9x |
| Wed, 31 May 2023 | JP¥15.2t | JP¥17.9t | JP¥1.4t | 10.1x | 10.8x | 0.8x |
| Fri, 28 Apr 2023 | JP¥14.8t | JP¥17.6t | JP¥1.3t | 9.8x | 11.5x | 0.8x |
| Sun, 26 Mar 2023 | JP¥13.8t | JP¥17.6t | JP¥1.3t | 9.2x | 10.6x | 0.8x |
| Tue, 21 Feb 2023 | JP¥14.3t | JP¥17.6t | JP¥1.3t | 9.2x | 11x | 0.8x |
| Thu, 19 Jan 2023 | JP¥14.2t | JP¥17.5t | JP¥1.3t | 9.4x | 10.9x | 0.8x |
| Sat, 17 Dec 2022 | JP¥15.3t | JP¥17.4t | JP¥1.3t | 9.9x | 11.8x | 0.9x |
| Mon, 14 Nov 2022 | JP¥15.7t | JP¥17.3t | JP¥1.3t | 9.8x | 12x | 0.9x |
| Wed, 12 Oct 2022 | JP¥15.5t | JP¥17.0t | JP¥1.3t | 9.3x | 11.9x | 0.9x |
| Fri, 09 Sep 2022 | JP¥15.6t | JP¥17.0t | JP¥1.3t | 10x | 11.9x | 0.9x |
| Sun, 07 Aug 2022 | JP¥15.5t | JP¥16.9t | JP¥1.3t | 10.2x | 12.3x | 0.9x |
| Tue, 05 Jul 2022 | JP¥15.4t | JP¥16.6t | JP¥1.2t | 10.1x | 12.6x | 0.9x |
| Thu, 02 Jun 2022 | JP¥15.1t | JP¥16.6t | JP¥1.2t | 10.6x | 12.4x | 0.9x |
| Sat, 30 Apr 2022 | JP¥15.2t | JP¥16.2t | JP¥1.1t | 10.4x | 13.3x | 0.9x |
| Mon, 28 Mar 2022 | JP¥15.5t | JP¥16.1t | JP¥1.1t | 10.8x | 13.9x | 1x |
Price to Earnings Ratio
13.9x
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 12.4x.
- The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 13% 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 industry?
| JP Market | 3.33% | |
| Real Estate | 3.42% | |
| Real Estate | 4.48% | |
| Real Estate Services | 5.60% | |
| Diversified Real Estate | 4.84% | |
| Real Estate Development | 2.47% | |
| Real Estate Operating Companies | 2.44% | |
Industry PE
- Investors are most optimistic about the Real Estate Services industry which is trading above its 3-year average PE ratio of 7.0x.
- Analysts are expecting annual earnings growth of 16.1%, which is lower than the prior year's growth of 19.5% per year.
- Investors are most pessimistic about the Real Estate Development industry, which is trading below its 3-year average of 13.6x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Services industry, expecting annual earnings growth of 16% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Diversified Real Estate industry is expected to see its earnings grow by 5.6% 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 | |
|---|---|---|---|---|---|
| 8801 Mitsui Fudosan | JP¥1.35k | 7.7% +JP¥267.7b | -17.9% | PE18.5x | |
| 8802 Mitsubishi Estate | JP¥2.36k | 6.1% +JP¥169.5b | -13.6% | PE15x | |
| 1925 Daiwa House Industry | JP¥5.07k | 2.9% +JP¥88.3b | 10.0% | PE9.9x | |
| 3003 Hulic | JP¥1.44k | 3.1% +JP¥33.5b | -7.8% | PE10.7x | |
| 3289 Tokyu Fudosan Holdings | JP¥1.02k | 4.7% +JP¥32.5b | -14.9% | PE10.3x |