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Dutch (AEX) Real Estate Sector Analysis
UpdatedDec 24, 2025
DataAggregated Company Financials
Companies9
- 7D-0.5%
- 3M-1.5%
- 1Y19.3%
- YTD18.0%
In the last week, Real Estate has been flat. As for the the longer term, the industry is up 19% over the past 12 months. As for the next few years, earnings are expected to grow by 5.3% 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 |
|---|---|---|---|---|---|---|
| Wed, 24 Dec 2025 | €11.3b | €1.5b | €1.5b | 10x | 7.7x | 7.3x |
| Fri, 21 Nov 2025 | €11.3b | €1.5b | €1.5b | 9.9x | 7.7x | 7.3x |
| Sun, 19 Oct 2025 | €11.7b | €1.5b | €1.4b | 10.8x | 8.4x | 7.8x |
| Tue, 16 Sep 2025 | €11.3b | €1.5b | €1.4b | 10.7x | 8.1x | 7.6x |
| Thu, 14 Aug 2025 | €11.9b | €1.5b | €1.4b | 9.6x | 8.2x | 7.9x |
| Sat, 12 Jul 2025 | €11.2b | €1.5b | €1.4b | 15.7x | 8.3x | 7.6x |
| Mon, 09 Jun 2025 | €10.7b | €1.5b | €1.4b | 17.2x | 7.9x | 7.3x |
| Wed, 07 May 2025 | €10.5b | €1.4b | €1.4b | 16.7x | 7.6x | 7.3x |
| Fri, 04 Apr 2025 | €10.6b | €1.4b | €1.4b | 7.5x | 7.7x | 7.4x |
| Sun, 02 Mar 2025 | €10.3b | €1.4b | €1.2b | 28x | 8.6x | 7.3x |
| Tue, 28 Jan 2025 | €9.6b | €1.3b | €883.1m | 17.7x | 10.9x | 7.2x |
| Thu, 26 Dec 2024 | €9.6b | €1.4b | €861.6m | 17.4x | 11.2x | 6.8x |
| Sat, 23 Nov 2024 | €9.9b | €1.4b | €861.8m | 17x | 11.5x | 7x |
| Mon, 21 Oct 2024 | €10.8b | €1.4b | €951.0m | 17.7x | 11.4x | 7.9x |
| Wed, 18 Sep 2024 | €10.3b | €1.4b | €1.1b | 7.5x | 9.8x | 7.6x |
| Fri, 16 Aug 2024 | €10.1b | €1.4b | €1.0b | 6.8x | 10x | 7.4x |
| Sun, 14 Jul 2024 | €10.2b | €1.3b | €826.4m | 7.8x | 12.4x | 7.8x |
| Tue, 11 Jun 2024 | €10.1b | €1.3b | €826.4m | 7.8x | 12.3x | 7.7x |
| Thu, 09 May 2024 | €10.2b | €1.3b | €809.4m | 7.9x | 12.6x | 8x |
| Sat, 06 Apr 2024 | €10.0b | €1.3b | €760.6m | 7.9x | 13.2x | 7.8x |
| Mon, 04 Mar 2024 | €9.2b | €1.2b | €938.2m | 7.4x | 9.8x | 7.4x |
| Wed, 31 Jan 2024 | €16.4b | €4.2b | €1.1b | 19x | 14.7x | 3.9x |
| Fri, 29 Dec 2023 | €16.3b | €4.2b | €1.1b | 19.9x | 14.7x | 3.9x |
| Sun, 26 Nov 2023 | €15.9b | €4.2b | €1.1b | 19x | 14.3x | 3.8x |
| Tue, 24 Oct 2023 | €14.9b | €4.2b | €979.5m | 12.1x | 15.2x | 3.6x |
| Thu, 21 Sep 2023 | €15.2b | €4.2b | €855.1m | 13.2x | 17.7x | 3.6x |
| Sat, 19 Aug 2023 | €14.8b | €4.2b | €942.2m | 8.1x | 15.7x | 3.5x |
| Mon, 17 Jul 2023 | €14.9b | €4.1b | €1.3b | 10.8x | 11.5x | 3.6x |
| Wed, 14 Jun 2023 | €14.9b | €4.1b | €1.3b | 9.8x | 11.6x | 3.6x |
| Fri, 12 May 2023 | €14.5b | €4.1b | €1.2b | 9.4x | 12.5x | 3.5x |
| Sun, 09 Apr 2023 | €14.7b | €4.1b | €1.2b | 10.1x | 12.1x | 3.6x |
| Tue, 07 Mar 2023 | €16.8b | €4.1b | €1.3b | 10.7x | 13x | 4.1x |
| Thu, 02 Feb 2023 | €27.5b | €3.8b | €1.5b | 24.3x | 18.4x | 7.3x |
| Sat, 31 Dec 2022 | €14.5b | €3.8b | €1.6b | 4.2x | 8.8x | 3.8x |
Price to Earnings Ratio
8.8x
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 7.7x which is lower than its 3-year average PE of 11.1x.
- The 3-year average PS ratio of 6.2x is lower than the industry's current PS ratio of 7.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 3.9% 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 | 0.00032% | |
| Real Estate | -0.49% | |
| Office REITs | 1.26% | |
| Retail REITs | 1.12% | |
| REITS | 0% | 0 |
| Real Estate | -0.99% | |
Industry PE
- Investors are most optimistic about the Office REITs industry which is trading above its 3-year average PE ratio of 20.4x.
- Analysts are expecting annual earnings growth of 27.5% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Real Estate industry, which is trading close to its 3-year average of 7.4x.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 28% over the next 5 years.
- In contrast, the Real Estate industry is expected to see its earnings grow by 4.1% 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 | |
|---|---|---|---|---|---|
| ECMPA Eurocommercial Properties | €26.05 | 1.2% +€16.3m | 16.0% | PB0.7x | |
| WHA Wereldhave | €19.14 | 1.1% +€9.2m | 39.3% | PB0.8x | |
| NSI NSI | €19.22 | 1.3% +€4.7m | 1.5% | PB0.6x | |
| ERC ER Capital | €0.90 | 10.4% +€312.3k | n/a | PS1x |