Narrative Update • Jun 30

Over the last 7 days, the Diversified Real Estate industry has dropped 1.6%, driven by Mitsubishi Estate declining 0.1%. Over the past 12 months, the industry was up 22%. As for the next few years, earnings are expected to grow by 5.0% per annum.
Has the Japanese Diversified Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 16 Jul 2026 | JP¥20.5t | JP¥17.5t | JP¥1.5t | 9.5x | 13.4x | 1.2x |
| Sat, 13 Jun 2026 | JP¥20.0t | JP¥17.5t | JP¥1.5t | 9.7x | 13.1x | 1.1x |
| Mon, 11 May 2026 | JP¥22.2t | JP¥17.6t | JP¥1.6t | 10.1x | 14.2x | 1.3x |
| Wed, 08 Apr 2026 | JP¥22.6t | JP¥17.4t | JP¥1.5t | 9.9x | 14.8x | 1.3x |
| Fri, 06 Mar 2026 | JP¥24.6t | JP¥17.4t | JP¥1.5t | 10.2x | 16.1x | 1.4x |
| Sun, 01 Feb 2026 | JP¥21.9t | JP¥17.0t | JP¥1.5t | 9.9x | 15x | 1.3x |
| Tue, 30 Dec 2025 | JP¥21.4t | JP¥17.0t | JP¥1.5t | 9.8x | 14.6x | 1.3x |
| Thu, 27 Nov 2025 | JP¥21.1t | JP¥17.0t | JP¥1.5t | 9.9x | 14.4x | 1.2x |
| Sat, 25 Oct 2025 | JP¥19.7t | JP¥16.8t | JP¥1.4t | 10.7x | 13.8x | 1.2x |
| Mon, 22 Sep 2025 | JP¥19.7t | JP¥16.7t | JP¥1.4t | 10.3x | 13.7x | 1.2x |
| Wed, 20 Aug 2025 | JP¥19.3t | JP¥16.8t | JP¥1.4t | 10.6x | 13.5x | 1.2x |
| Fri, 18 Jul 2025 | JP¥17.0t | JP¥16.5t | JP¥1.4t | 9.1x | 12.2x | 1x |
| Sun, 15 Jun 2025 | JP¥16.9t | JP¥16.5t | JP¥1.4t | 9.4x | 12.2x | 1x |
| Tue, 13 May 2025 | JP¥17.4t | JP¥16.6t | JP¥1.4t | 9.5x | 12.6x | 1x |
| Thu, 10 Apr 2025 | JP¥15.7t | JP¥16.3t | JP¥1.3t | 8.4x | 11.8x | 1x |
| Sat, 08 Mar 2025 | JP¥16.1t | JP¥16.4t | JP¥1.3t | 8.7x | 12.1x | 1x |
| Mon, 03 Feb 2025 | JP¥16.9t | JP¥16.4t | JP¥1.3t | 9.6x | 13.4x | 1x |
| Wed, 01 Jan 2025 | JP¥16.2t | JP¥16.4t | JP¥1.2t | 9.1x | 13.1x | 1x |
| Fri, 29 Nov 2024 | JP¥15.7t | JP¥16.3t | JP¥1.2t | 9.8x | 12.7x | 1x |
| Sun, 27 Oct 2024 | JP¥15.8t | JP¥16.3t | JP¥1.3t | 9.5x | 12.1x | 1x |
| Tue, 24 Sep 2024 | JP¥16.3t | JP¥16.3t | JP¥1.3t | 9.7x | 12.5x | 1x |
| Thu, 22 Aug 2024 | JP¥16.7t | JP¥16.3t | JP¥1.3t | 9.7x | 13x | 1x |
| Sat, 20 Jul 2024 | JP¥17.4t | JP¥15.9t | JP¥1.2t | 10.4x | 13.9x | 1.1x |
| Mon, 17 Jun 2024 | JP¥16.8t | JP¥15.9t | JP¥1.2t | 10.2x | 13.5x | 1.1x |
| Wed, 15 May 2024 | JP¥17.6t | JP¥15.9t | JP¥1.2t | 9.9x | 14.1x | 1.1x |
| Fri, 12 Apr 2024 | JP¥18.0t | JP¥15.7t | JP¥1.3t | 10.3x | 14.3x | 1.1x |
| Sun, 10 Mar 2024 | JP¥16.4t | JP¥15.8t | JP¥1.3t | 9.9x | 13x | 1x |
| Tue, 06 Feb 2024 | JP¥15.8t | JP¥15.7t | JP¥1.3t | 10.2x | 12.6x | 1x |
| Thu, 04 Jan 2024 | JP¥14.6t | JP¥15.7t | JP¥1.3t | 9.6x | 11.6x | 0.9x |
| Sat, 02 Dec 2023 | JP¥14.7t | JP¥15.7t | JP¥1.3t | 10.4x | 11.7x | 0.9x |
| Mon, 30 Oct 2023 | JP¥13.9t | JP¥15.4t | JP¥1.2t | 9.5x | 11.5x | 0.9x |
| Wed, 27 Sep 2023 | JP¥14.4t | JP¥15.4t | JP¥1.2t | 10.3x | 11.9x | 0.9x |
| Fri, 25 Aug 2023 | JP¥13.5t | JP¥15.4t | JP¥1.2t | 9.9x | 11.2x | 0.9x |
| Sun, 23 Jul 2023 | JP¥12.8t | JP¥15.1t | JP¥1.2t | 9.4x | 10.8x | 0.8x |
10.8x
How does Japanese Diversified Real Estate compare with similar industries?
| JP Market | -0.68% | |
| Real Estate | -0.76% | |
| Real Estate | -1.40% | |
| Diversified Real Estate | -1.65% | |
| Real Estate Operating Companies | 0.49% | |
| Real Estate Development | -0.36% | |
| Real Estate Services | -1.86% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1925 Daiwa House Industry | JP¥4.60k | 1.2% +JP¥34.1b | -5.6% | PE8.1x | |
| 8801 Mitsui Fudosan | JP¥1.55k | 0.6% +JP¥25.6b | 15.7% | PE15x | |
| 8830 Sumitomo Realty & Development | JP¥3.87k | 0.6% +JP¥20.3b | 41.1% | PE16.8x | |
| 3289 Tokyu Fudosan Holdings | JP¥1.34k | 0.6% +JP¥6.1b | 29.3% | PE9.8x | |
| 8804 Tokyo Tatemono | JP¥3.43k | 0.8% +JP¥5.4b | 37.0% | PE14.2x |