Analysis Article • Aug 04
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Dutch (AEX) Real Estate Sector Analysis
UpdatedAug 20, 2026
DataAggregated Company Financials
Companies9
- 7D-0.4%
- 3M-9.9%
- 1Y-18.8%
- YTD-14.3%
In the last week, Real Estate has been flat. As for the longer term, the industry has declined 19% in the last year. As for the next few years, earnings are expected to grow by 22% per annum.
Sector Valuation and Performance
Has the Dutch Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 20 Aug 2026 | €9.8b | €1.7b | €731.2m | 12.8x | 13.4x | 5.9x |
| Sat, 18 Jul 2026 | €10.7b | €1.6b | €1.3b | 11.9x | 8.4x | 6.6x |
| Mon, 15 Jun 2026 | €10.6b | €1.6b | €1.3b | 12.6x | 8.3x | 6.6x |
| Wed, 13 May 2026 | €10.7b | €1.6b | €1.3b | 12.8x | 8.4x | 6.6x |
| Fri, 10 Apr 2026 | €10.7b | €1.6b | €1.3b | 12.3x | 8.5x | 6.8x |
| Sun, 08 Mar 2026 | €11.1b | €1.6b | €1.3b | 9.2x | 8.6x | 7.1x |
| Tue, 03 Feb 2026 | €11.6b | €1.5b | €1.4b | 8.7x | 8.1x | 7.6x |
| Thu, 01 Jan 2026 | €11.4b | €1.5b | €1.5b | 9.5x | 7.8x | 7.4x |
| Sat, 29 Nov 2025 | €11.7b | €1.5b | €1.5b | 10.4x | 8x | 7.6x |
| Mon, 27 Oct 2025 | €11.8b | €1.5b | €1.4b | 10.9x | 8.5x | 7.9x |
| Wed, 24 Sep 2025 | €11.1b | €1.5b | €1.4b | 10.7x | 8x | 7.5x |
| Fri, 22 Aug 2025 | €11.9b | €1.5b | €1.4b | 9.8x | 8.2x | 7.9x |
| Sun, 20 Jul 2025 | €11.5b | €1.5b | €1.3b | 15.8x | 8.5x | 7.8x |
| Tue, 17 Jun 2025 | €10.6b | €1.5b | €1.4b | 16.8x | 7.8x | 7.2x |
| Thu, 15 May 2025 | €10.1b | €1.4b | €1.4b | 17.5x | 7.2x | 7x |
| Sat, 12 Apr 2025 | €9.5b | €1.4b | €1.4b | 7x | 6.9x | 6.6x |
| Mon, 10 Mar 2025 | €10.0b | €1.4b | €1.4b | 7.2x | 7.2x | 7x |
| Wed, 05 Feb 2025 | €9.9b | €1.3b | €1.0b | 27.8x | 9.5x | 7.4x |
| Fri, 03 Jan 2025 | €9.7b | €1.4b | €861.6m | 17.4x | 11.3x | 6.9x |
| Sun, 01 Dec 2024 | €9.9b | €1.4b | €861.8m | 17x | 11.5x | 7.1x |
| Tue, 29 Oct 2024 | €10.4b | €1.4b | €951.0m | 17.4x | 10.9x | 7.5x |
| Thu, 26 Sep 2024 | €10.6b | €1.4b | €1.1b | 17.4x | 10x | 7.7x |
| Sat, 24 Aug 2024 | €10.5b | €1.4b | €1.0b | 7x | 10.4x | 7.7x |
| Mon, 22 Jul 2024 | €10.1b | €1.3b | €928.4m | 7.7x | 10.9x | 7.7x |
| Wed, 19 Jun 2024 | €10.0b | €1.3b | €826.4m | 7.7x | 12x | 7.6x |
| Fri, 17 May 2024 | €10.2b | €1.3b | €826.4m | 7.9x | 12.3x | 7.8x |
| Sun, 14 Apr 2024 | €9.8b | €1.3b | €760.6m | 7.8x | 12.8x | 7.6x |
| Tue, 12 Mar 2024 | €9.6b | €1.3b | €824.7m | 7.8x | 11.7x | 7.6x |
| Thu, 08 Feb 2024 | €9.4b | €1.2b | €934.2m | 7.8x | 10.1x | 7.7x |
| Sat, 06 Jan 2024 | €16.0b | €4.2b | €1.1b | 19.9x | 14.3x | 3.8x |
| Mon, 04 Dec 2023 | €16.0b | €4.2b | €1.1b | 19.7x | 14.4x | 3.8x |
| Wed, 01 Nov 2023 | €15.3b | €4.2b | €979.5m | 12.7x | 15.7x | 3.7x |
| Fri, 29 Sep 2023 | €15.1b | €4.2b | €855.1m | 12.6x | 17.7x | 3.6x |
| Sun, 27 Aug 2023 | €15.0b | €4.2b | €855.1m | 13.7x | 17.5x | 3.6x |
Price to Earnings Ratio
17.5x
Current Industry PE
- Investors are optimistic on the Dutch Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 13.4x which is higher than its 3-year average PE of 10.5x.
- The 3-year average PS ratio of 6.8x is higher than the industry's current PS ratio of 5.9x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 5.1% per year over the last three years,
- Revenues have also declined 27% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Dutch Real Estate sector?
| NL Market | -2.28% | |
| Real Estate | -0.39% | |
| REITS | 0% | 0 |
| Real Estate | -0.19% | |
| Retail REITs | -0.86% | |
| Office REITs | -1.19% | |
Industry PE
- Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio of 7.9x.
- Analysts are expecting annual earnings growth of 22.7%, which is higher than its past year's earnings decline of 24.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 60% over the next 5 years.
- In contrast, the Retail REITs industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| No data available | |||||
