Narrative Update • Jul 07

In the last week, the Real Estate Operating Companies industry is up 1.4%, with Hulic up 0.7%. This means that the industry has gained 13% over the past year. As for the next few years, earnings are expected to grow by 6.0% per annum.
Has the Japanese Real Estate Operating Companies Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | JP¥2.3t | JP¥1.8t | JP¥181.5b | 13.7x | 12.7x | 1.3x |
| Wed, 10 Jun 2026 | JP¥2.2t | JP¥1.8t | JP¥181.5b | 12.8x | 12.1x | 1.2x |
| Fri, 08 May 2026 | JP¥2.3t | JP¥1.7t | JP¥178.2b | 14.3x | 13.2x | 1.3x |
| Sun, 05 Apr 2026 | JP¥2.4t | JP¥1.7t | JP¥168.9b | 14.7x | 14.2x | 1.4x |
| Tue, 03 Mar 2026 | JP¥2.6t | JP¥1.7t | JP¥168.9b | 17.6x | 15.5x | 1.6x |
| Thu, 29 Jan 2026 | JP¥2.3t | JP¥1.6t | JP¥158.0b | 16.8x | 14.5x | 1.4x |
| Sat, 27 Dec 2025 | JP¥2.3t | JP¥1.6t | JP¥159.2b | 17.6x | 14.4x | 1.4x |
| Mon, 24 Nov 2025 | JP¥2.2t | JP¥1.6t | JP¥159.9b | 17.3x | 14x | 1.4x |
| Wed, 22 Oct 2025 | JP¥2.1t | JP¥1.6t | JP¥154.0b | 15.9x | 13.8x | 1.3x |
| Fri, 19 Sep 2025 | JP¥2.4t | JP¥1.5t | JP¥149.7b | 15.2x | 15.8x | 1.5x |
| Sun, 17 Aug 2025 | JP¥2.3t | JP¥1.5t | JP¥149.7b | 14.7x | 15.2x | 1.5x |
| Tue, 15 Jul 2025 | JP¥1.9t | JP¥1.5t | JP¥157.0b | 11.8x | 11.9x | 1.3x |
| Thu, 12 Jun 2025 | JP¥2.7t | JP¥1.9t | JP¥171.2b | 14x | 15.5x | 1.4x |
| Sat, 10 May 2025 | JP¥2.7t | JP¥1.9t | JP¥194.4b | 13.4x | 14x | 1.4x |
| Mon, 07 Apr 2025 | JP¥2.4t | JP¥1.9t | JP¥193.3b | 12.8x | 12.5x | 1.3x |
| Wed, 05 Mar 2025 | JP¥2.5t | JP¥1.9t | JP¥193.3b | 13.5x | 12.7x | 1.3x |
| Fri, 31 Jan 2025 | JP¥2.4t | JP¥1.8t | JP¥181.8b | 12.4x | 13.1x | 1.4x |
| Sun, 29 Dec 2024 | JP¥2.4t | JP¥1.7t | JP¥180.1b | 11.5x | 13.3x | 1.4x |
| Tue, 26 Nov 2024 | JP¥2.4t | JP¥1.7t | JP¥180.6b | 12.1x | 13.3x | 1.4x |
| Thu, 24 Oct 2024 | JP¥2.4t | JP¥1.7t | JP¥193.8b | 12.6x | 12.2x | 1.4x |
| Sat, 21 Sep 2024 | JP¥2.5t | JP¥1.7t | JP¥200.8b | 13.4x | 12.3x | 1.4x |
| Mon, 19 Aug 2024 | JP¥2.4t | JP¥1.7t | JP¥200.3b | 13.3x | 12.2x | 1.4x |
| Wed, 17 Jul 2024 | JP¥2.6t | JP¥1.7t | JP¥192.2b | 15.4x | 13.3x | 1.5x |
| Fri, 14 Jun 2024 | JP¥2.4t | JP¥1.7t | JP¥192.6b | 14.2x | 12.5x | 1.4x |
| Sun, 12 May 2024 | JP¥2.4t | JP¥1.7t | JP¥179.8b | 15x | 13.5x | 1.4x |
| Tue, 09 Apr 2024 | JP¥2.4t | JP¥1.7t | JP¥177.4b | 19x | 13.7x | 1.5x |
| Thu, 07 Mar 2024 | JP¥2.5t | JP¥1.7t | JP¥178.3b | 20.5x | 13.8x | 1.5x |
| Sat, 03 Feb 2024 | JP¥2.5t | JP¥1.6t | JP¥176.1b | 15.7x | 14.1x | 1.5x |
| Mon, 01 Jan 2024 | JP¥2.3t | JP¥1.6t | JP¥171.3b | 14x | 13.6x | 1.4x |
| Wed, 29 Nov 2023 | JP¥2.3t | JP¥1.6t | JP¥171.3b | 13.9x | 13.6x | 1.4x |
| Fri, 27 Oct 2023 | JP¥2.1t | JP¥1.7t | JP¥161.2b | 16.6x | 13.3x | 1.3x |
| Sun, 24 Sep 2023 | JP¥2.2t | JP¥1.7t | JP¥151.6b | 14.8x | 14.7x | 1.3x |
| Tue, 22 Aug 2023 | JP¥2.1t | JP¥1.7t | JP¥151.5b | 12.8x | 13.7x | 1.2x |
| Thu, 20 Jul 2023 | JP¥2.1t | JP¥1.7t | JP¥143.7b | 14.5x | 14.4x | 1.2x |
14.4x
How does Japanese Real Estate Operating Companies compare with similar industries?
| JP Market | -0.89% | |
| Real Estate | -0.56% | |
| Real Estate | -0.61% | |
| Real Estate Operating Companies | 1.42% | |
| Real Estate Services | 0.98% | |
| Real Estate Development | -0.20% | |
| Diversified Real Estate | -0.91% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3003 Hulic | JP¥1.77k | 0.7% +JP¥9.1b | 19.6% | PE11.6x | |
| 3276 Japan Property Management CenterLtd | JP¥1.59k | 16.4% +JP¥3.8b | 34.5% | PE14.3x | |
| 8914 Arealink | JP¥857.00 | 5.9% +JP¥2.4b | -27.3% | PE12.1x | |
| 8848 Leopalace21 | JP¥665.00 | 0.9% +JP¥1.9b | -3.6% | PE14.1x | |
| 3479 TKP | JP¥1.77k | 2.4% +JP¥1.6b | -6.2% | PE5.5x |