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Dutch (AEX) Real Estate Sector Analysis
UpdatedFeb 22, 2025
DataAggregated Company Financials
Companies7
- 7D0.7%
- 3M7.5%
- 1Y8.8%
- YTD8.9%
In the last week, the Real Estate industry is flat overall, with Wereldhave standing out by going down 3.4%. The past year has been better, since the industry has gained 9.1% in that time. Earnings are forecast to grow by 8.8% annually.
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, 22 Feb 2025 | €10.2b | €1.3b | €1.1b | 28x | 9.7x | 7.6x |
| Mon, 20 Jan 2025 | €9.6b | €1.3b | €883.1m | 17.6x | 10.9x | 7.2x |
| Wed, 18 Dec 2024 | €9.8b | €1.4b | €861.8m | 17.5x | 11.3x | 6.9x |
| Fri, 15 Nov 2024 | €9.7b | €1.4b | €861.8m | 17.1x | 11.3x | 6.9x |
| Sun, 13 Oct 2024 | €10.8b | €1.4b | €1.1b | 17.5x | 10.3x | 7.9x |
| Tue, 10 Sep 2024 | €10.2b | €1.4b | €1.1b | 7.5x | 9.7x | 7.5x |
| Thu, 08 Aug 2024 | €9.9b | €1.3b | €948.1m | 6.9x | 10.5x | 7.5x |
| Sat, 06 Jul 2024 | €9.9b | €1.3b | €826.4m | 7.6x | 12x | 7.6x |
| Mon, 03 Jun 2024 | €10.1b | €1.3b | €826.4m | 7.9x | 12.3x | 7.7x |
| Wed, 01 May 2024 | €9.6b | €1.3b | €759.1m | 7.5x | 12.7x | 7.5x |
| Fri, 29 Mar 2024 | €10.0b | €1.3b | €760.6m | 8x | 13.1x | 7.8x |
| Sun, 25 Feb 2024 | €9.3b | €1.2b | €938.2m | 7.4x | 9.9x | 7.5x |
| Tue, 23 Jan 2024 | €16.4b | €4.2b | €1.1b | 19.1x | 14.8x | 3.9x |
| Thu, 21 Dec 2023 | €16.2b | €4.2b | €1.1b | 20x | 14.6x | 3.9x |
| Sat, 18 Nov 2023 | €15.8b | €4.2b | €1.1b | 19.2x | 14.2x | 3.8x |
| Mon, 16 Oct 2023 | €15.2b | €4.2b | €855.1m | 12.4x | 17.8x | 3.7x |
| Wed, 13 Sep 2023 | €15.3b | €4.2b | €855.1m | 13.6x | 17.8x | 3.7x |
| Fri, 11 Aug 2023 | €15.2b | €4.1b | €1.1b | 8.3x | 13.4x | 3.7x |
| Sun, 09 Jul 2023 | €14.6b | €4.1b | €1.3b | 10.3x | 11.3x | 3.5x |
| Tue, 06 Jun 2023 | €15.0b | €4.1b | €1.3b | 10x | 11.6x | 3.6x |
| Thu, 04 May 2023 | €14.5b | €4.1b | €1.2b | 9.7x | 12x | 3.5x |
| Sat, 01 Apr 2023 | €14.7b | €4.1b | €1.2b | 9.9x | 12.2x | 3.6x |
| Mon, 27 Feb 2023 | €16.6b | €4.1b | €1.8b | 10.3x | 9.1x | 4.1x |
| Wed, 25 Jan 2023 | €27.3b | €3.8b | €1.6b | 5.9x | 16.6x | 7.3x |
| Fri, 23 Dec 2022 | €14.1b | €3.8b | €1.6b | 4.2x | 8.6x | 3.8x |
| Sun, 20 Nov 2022 | €14.3b | €3.8b | €1.6b | 4.3x | 8.7x | 3.8x |
| Tue, 18 Oct 2022 | €12.8b | €3.7b | €1.6b | 4.1x | 7.8x | 3.4x |
| Thu, 15 Sep 2022 | €15.3b | €3.7b | €1.7b | 4.6x | 9x | 4.1x |
| Sat, 13 Aug 2022 | €17.2b | €3.7b | €1.5b | 6.5x | 11.3x | 4.7x |
| Mon, 11 Jul 2022 | €14.6b | €3.0b | €57.1m | 8.3x | 256.4x | 4.9x |
| Wed, 08 Jun 2022 | €17.6b | €3.0b | €57.0m | 9.3x | 308.8x | 5.9x |
| Fri, 06 May 2022 | €18.1b | €2.9b | €65.8m | 11.3x | 275.7x | 6.2x |
| Sun, 03 Apr 2022 | €19.7b | €3.0b | €140.5m | 6.7x | 140x | 6.6x |
| Tue, 01 Mar 2022 | €19.0b | €2.9b | -€481,187,041.00 | 6.5x | -39.5x | 6.5x |
Price to Earnings Ratio
-39.5x
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 9.7x which is lower than its 3-year average PE of 36.5x.
- The 3-year average PS ratio of 5.5x is lower than the industry's current PS ratio of 7.6x.
Past Earnings Growth
- Total earnings for the Real Estate industry have gone up over the last three years and the industry is now profitable.
- Revenues have declined 23% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Dutch Real Estate sector?
| NL Market | -0.89% | |
| Real Estate | 0.66% | |
| Real Estate | 0.98% | |
| Office REITs | 0.67% | |
| REITS | 0% | 0 |
| Specialized REITs | 0% | 0 |
| Residential REITs | 0% | 0 |
| Hotel and Resort REITs | 0% | 0 |
| Industrial REITs | 0% | 0 |
| Health Care REITs | 0% | 0 |
| Retail REITs | -0.58% | |
Industry PE
- Investors are most optimistic about the Office REITs industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 32.0% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.0x.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 32% 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 | €16.28 | 1.0% +€75.7m | 6.4% | PE8.3x | |
| NSI NSI | €22.45 | 0.7% +€2.9m | 14.0% | PB0.6x | |
| ARCPF Arcona Property Fund | €7.00 | 0.1% +€41.8k | 40.6% | PB0.6x |