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Dutch (AEX) Real Estate Sector Analysis
UpdatedOct 01, 2025
DataAggregated Company Financials
Companies8
- 7D4.9%
- 3M4.8%
- 1Y13.6%
- YTD25.8%
Over the last 7 days, the Real Estate industry has risen 7.2%, driven by gains from CTP of 5.8%. This takes the industry's 12 month performance to a gain of 13%. Earnings are forecast to grow by 4.5% 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 |
|---|---|---|---|---|---|---|
| Thu, 02 Oct 2025 | €11.9b | €1.5b | €1.4b | 11x | 8.6x | 8x |
| Sat, 30 Aug 2025 | €11.7b | €1.5b | €1.4b | 9.7x | 8.1x | 7.8x |
| Mon, 28 Jul 2025 | €11.6b | €1.5b | €1.3b | 16.4x | 8.8x | 7.8x |
| Wed, 25 Jun 2025 | €10.9b | €1.5b | €1.4b | 16.1x | 8.1x | 7.5x |
| Fri, 23 May 2025 | €10.4b | €1.5b | €1.4b | 16.8x | 7.6x | 7.1x |
| Sun, 20 Apr 2025 | €10.3b | €1.4b | €1.4b | 7.4x | 7.4x | 7.2x |
| Tue, 18 Mar 2025 | €10.3b | €1.4b | €1.4b | 7.5x | 7.5x | 7.2x |
| Thu, 13 Feb 2025 | €10.3b | €1.3b | €1.0b | 28x | 9.9x | 7.7x |
| Sat, 11 Jan 2025 | €9.1b | €1.3b | €883.1m | 17.3x | 10.3x | 6.8x |
| Mon, 09 Dec 2024 | €10.0b | €1.4b | €861.8m | 17.5x | 11.7x | 7.1x |
| Wed, 06 Nov 2024 | €9.9b | €1.4b | €951.0m | 16.9x | 10.4x | 7.2x |
| Fri, 04 Oct 2024 | €10.6b | €1.4b | €1.1b | 16.9x | 10.1x | 7.7x |
| Sun, 01 Sep 2024 | €10.4b | €1.4b | €1.1b | 7.8x | 9.9x | 7.7x |
| Tue, 30 Jul 2024 | €9.9b | €1.3b | €948.1m | 6.9x | 10.5x | 7.5x |
| Thu, 27 Jun 2024 | €9.7b | €1.3b | €826.4m | 7.5x | 11.7x | 7.4x |
| Sat, 25 May 2024 | €10.2b | €1.3b | €826.4m | 7.9x | 12.3x | 7.7x |
| Mon, 22 Apr 2024 | €9.7b | €1.3b | €759.1m | 7.8x | 12.7x | 7.6x |
| Wed, 20 Mar 2024 | €9.6b | €1.3b | €824.7m | 7.7x | 11.6x | 7.5x |
| Fri, 16 Feb 2024 | €9.3b | €1.2b | €938.4m | 7.4x | 9.9x | 7.5x |
| Sun, 14 Jan 2024 | €16.1b | €4.2b | €1.1b | 19.5x | 14.5x | 3.9x |
| Tue, 12 Dec 2023 | €16.0b | €4.2b | €1.1b | 18.9x | 14.4x | 3.8x |
| Thu, 09 Nov 2023 | €15.6b | €4.2b | €954.7m | 19.6x | 16.3x | 3.7x |
| Sat, 07 Oct 2023 | €15.2b | €4.2b | €855.1m | 12.7x | 17.8x | 3.7x |
| Mon, 04 Sep 2023 | €15.2b | €4.2b | €855.1m | 13.9x | 17.8x | 3.6x |
| Wed, 02 Aug 2023 | €15.0b | €4.1b | €1.1b | 8.4x | 13.2x | 3.6x |
| Fri, 30 Jun 2023 | €14.5b | €4.1b | €1.3b | 9.7x | 11.2x | 3.5x |
| Sun, 28 May 2023 | €14.7b | €4.1b | €1.3b | 9.6x | 11.4x | 3.5x |
| Tue, 25 Apr 2023 | €14.7b | €4.1b | €1.2b | 10.3x | 12.1x | 3.6x |
| Thu, 23 Mar 2023 | €5.4b | €590.8m | €774.7m | 6.7x | 7x | 9.2x |
| Sat, 18 Feb 2023 | €17.2b | €4.1b | €1.8b | 6x | 9.3x | 4.2x |
| Mon, 16 Jan 2023 | €16.1b | €3.8b | €1.6b | 4.3x | 9.8x | 4.3x |
| Wed, 14 Dec 2022 | €15.0b | €3.8b | €1.6b | 4.2x | 9.1x | 4x |
| Fri, 11 Nov 2022 | €14.8b | €3.8b | €1.6b | 4.5x | 9x | 3.9x |
| Sun, 09 Oct 2022 | €12.7b | €3.7b | €1.6b | 4x | 7.8x | 3.4x |
Price to Earnings Ratio
7.8x
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 11.1x.
- The 3-year average PS ratio of 5.9x is lower than the industry's current PS ratio of 8.0x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 5.4% per year over the last three years,
- Revenues have also declined 26% 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 | 2.30% | |
| Real Estate | 4.92% | |
| Real Estate | 5.71% | |
| Retail REITs | 2.48% | |
| Office REITs | 1.67% | |
| REITS | 0% | 0 |
Industry PE
- Investors are most optimistic about the Office REITs industry which is trading above its 3-year average PE ratio of 16.9x.
- Analysts are expecting annual earnings growth of 40.8% 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 7.1x.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 41% over the next 5 years.
- In contrast, the Real Estate industry is expected to see its earnings grow by 2.9% 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 | €19.04 | 5.8% +€498.5m | 14.1% | PE7.8x | |
| ECMPA Eurocommercial Properties | €26.70 | 3.1% +€42.8m | 7.0% | PB0.7x | |
| WHA Wereldhave | €19.00 | 1.5% +€12.9m | 27.3% | PB0.8x | |
| NSI NSI | €21.25 | 1.7% +€6.8m | 3.9% | PB0.6x | |
| BEVER Bever Holding | €2.82 | 0.7% +€341.2k | -11.9% | PS24051.1x |