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Dutch (AEX) Real Estate Sector Analysis
UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies9
- 7D2.9%
- 3M8.0%
- 1Y17.5%
- YTD8.4%
The Real Estate industry is up 2.1% in the last week, with CTP up 1.9%. In the last 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 5.7% 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 |
|---|---|---|---|---|---|---|
| Sat, 21 Feb 2026 | €12.2b | €1.5b | €1.4b | 9.4x | 8.6x | 7.9x |
| Mon, 19 Jan 2026 | €12.1b | €1.5b | €1.5b | 9.8x | 8.3x | 7.9x |
| Wed, 17 Dec 2025 | €11.3b | €1.5b | €1.5b | 9.9x | 7.8x | 7.3x |
| Fri, 14 Nov 2025 | €11.5b | €1.5b | €1.5b | 10.1x | 7.9x | 7.5x |
| Sun, 12 Oct 2025 | €11.9b | €1.5b | €1.4b | 10.9x | 8.6x | 8x |
| Tue, 09 Sep 2025 | €11.6b | €1.5b | €1.4b | 11x | 8.3x | 7.7x |
| Thu, 07 Aug 2025 | €12.0b | €1.5b | €1.3b | 16.9x | 9.1x | 8.1x |
| Sat, 05 Jul 2025 | €11.4b | €1.5b | €1.4b | 18.1x | 8.4x | 7.8x |
| Mon, 02 Jun 2025 | €10.8b | €1.5b | €1.4b | 17.4x | 8x | 7.4x |
| Wed, 30 Apr 2025 | €10.3b | €1.4b | €1.4b | 16.5x | 7.5x | 7.2x |
| Fri, 28 Mar 2025 | €10.3b | €1.4b | €1.4b | 7.5x | 7.4x | 7.2x |
| Sun, 23 Feb 2025 | €10.2b | €1.3b | €1.1b | 28x | 9.7x | 7.6x |
| Tue, 21 Jan 2025 | €9.7b | €1.3b | €883.1m | 17.6x | 10.9x | 7.2x |
| Thu, 19 Dec 2024 | €9.8b | €1.4b | €861.6m | 17.5x | 11.4x | 7x |
| Sat, 16 Nov 2024 | €9.7b | €1.4b | €861.8m | 17.4x | 11.3x | 6.9x |
| Mon, 14 Oct 2024 | €10.8b | €1.4b | €1.1b | 17.5x | 10.3x | 7.9x |
| Wed, 11 Sep 2024 | €10.3b | €1.4b | €1.1b | 7.5x | 9.8x | 7.5x |
| Fri, 09 Aug 2024 | €10.0b | €1.3b | €948.1m | 6.9x | 10.5x | 7.6x |
| Sun, 07 Jul 2024 | €9.9b | €1.3b | €826.4m | 7.6x | 12x | 7.6x |
| Tue, 04 Jun 2024 | €10.3b | €1.3b | €826.4m | 8x | 12.5x | 7.8x |
| Thu, 02 May 2024 | €9.6b | €1.3b | €759.1m | 7.5x | 12.7x | 7.5x |
| Sat, 30 Mar 2024 | €10.0b | €1.3b | €760.6m | 8x | 13.1x | 7.8x |
| Mon, 26 Feb 2024 | €9.3b | €1.2b | €938.2m | 7.4x | 9.9x | 7.5x |
| Wed, 24 Jan 2024 | €16.2b | €4.2b | €1.1b | 18.8x | 14.6x | 3.9x |
| Fri, 22 Dec 2023 | €16.1b | €4.2b | €1.1b | 19.8x | 14.5x | 3.9x |
| Sun, 19 Nov 2023 | €15.8b | €4.2b | €1.1b | 19.2x | 14.2x | 3.8x |
| Tue, 17 Oct 2023 | €15.3b | €4.2b | €855.1m | 12.7x | 17.9x | 3.7x |
| Thu, 14 Sep 2023 | €15.3b | €4.2b | €855.1m | 13.6x | 17.9x | 3.7x |
| Sat, 12 Aug 2023 | €15.0b | €4.1b | €1.1b | 8.2x | 13.2x | 3.6x |
| Mon, 10 Jul 2023 | €14.6b | €4.1b | €1.3b | 10.3x | 11.3x | 3.5x |
| Wed, 07 Jun 2023 | €15.1b | €4.1b | €1.3b | 10x | 11.7x | 3.7x |
| Fri, 05 May 2023 | €14.5b | €4.1b | €1.2b | 9.5x | 12x | 3.5x |
| Sun, 02 Apr 2023 | €14.7b | €4.1b | €1.2b | 9.9x | 12.2x | 3.6x |
| Tue, 28 Feb 2023 | €16.9b | €4.1b | €1.8b | 10.6x | 9.3x | 4.1x |
Price to Earnings Ratio
9.3x
Current Industry PE
- Investors are pessimistic on the Dutch Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 8.6x which is lower than its 3-year average PE of 10.9x.
- The 3-year average PS ratio of 6.4x is lower than the industry's current PS ratio of 7.9x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 7.7% per year over the last three years,
- Revenues have also declined 28% 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 | 3.61% | |
| Real Estate | 2.92% | |
| Retail REITs | 3.40% | |
| Real Estate | 2.86% | |
| Office REITs | 1.60% | |
| REITS | 0% | 0 |
Industry PE
- Investors are most optimistic about the Retail REITs industry even though it's trading below its 3-year average PE ratio of 23.0x.
- Analysts are expecting annual earnings growth of 6.6%, which is lower than the prior year's growth of 35,948.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 58% over the next 5 years.
- In contrast, the Real Estate industry is expected to see its earnings grow by 3.4% 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 | |
|---|---|---|---|---|---|
| CTPNV CTP | €19.18 | 2.9% +€258.8m | 17.8% | PE7.6x | |
| ECMPA Eurocommercial Properties | €27.15 | 3.0% +€43.7m | 12.9% | PB0.7x | |
| WHA Wereldhave | €22.50 | 3.9% +€39.2m | 46.3% | PB1x | |
| NSI NSI | €19.00 | 1.6% +€5.9m | -15.4% | PB0.6x |