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Dutch (AEX) Real Estate Sector Analysis
UpdatedJan 15, 2026
DataAggregated Company Financials
Companies9
- 7D1.3%
- 3M-0.6%
- 1Y21.4%
- YTD5.4%
Over the last 7 days, the Real Estate industry has risen 2.7%, driven by gains from CTP of 3.6%. This means that the industry has gained 25% over the past year. Earnings are forecast to grow by 4.4% 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, 15 Jan 2026 | €11.9b | €1.5b | €1.5b | 9.8x | 8.1x | 7.7x |
| Sat, 13 Dec 2025 | €11.1b | €1.5b | €1.5b | 9.7x | 7.6x | 7.2x |
| Mon, 10 Nov 2025 | €11.5b | €1.5b | €1.5b | 10x | 7.9x | 7.4x |
| Wed, 08 Oct 2025 | €11.9b | €1.5b | €1.4b | 10.8x | 8.6x | 7.9x |
| Fri, 05 Sep 2025 | €11.3b | €1.5b | €1.4b | 11x | 8.1x | 7.6x |
| Sun, 03 Aug 2025 | €11.6b | €1.5b | €1.3b | 15.6x | 8.8x | 7.8x |
| Tue, 01 Jul 2025 | €11.3b | €1.5b | €1.4b | 16.3x | 8.3x | 7.7x |
| Thu, 29 May 2025 | €10.8b | €1.5b | €1.4b | 17.3x | 8x | 7.4x |
| Sat, 26 Apr 2025 | €10.3b | €1.4b | €1.4b | 16.5x | 7.4x | 7.2x |
| Mon, 24 Mar 2025 | €10.4b | €1.4b | €1.4b | 7.6x | 7.5x | 7.3x |
| Wed, 19 Feb 2025 | €10.2b | €1.3b | €1.1b | 28x | 9.7x | 7.6x |
| Fri, 17 Jan 2025 | €9.5b | €1.3b | €883.1m | 17.5x | 10.8x | 7.1x |
| Sun, 15 Dec 2024 | €9.9b | €1.4b | €861.8m | 17.5x | 11.5x | 7x |
| Tue, 12 Nov 2024 | €9.8b | €1.4b | €921.7m | 16.9x | 10.6x | 7.1x |
| Thu, 10 Oct 2024 | €10.7b | €1.4b | €1.1b | 17.1x | 10.1x | 7.8x |
| Sat, 07 Sep 2024 | €10.3b | €1.4b | €1.1b | 7.5x | 9.7x | 7.5x |
| Mon, 05 Aug 2024 | €10.0b | €1.3b | €948.1m | 6.9x | 10.5x | 7.6x |
| Wed, 03 Jul 2024 | €9.8b | €1.3b | €826.4m | 7.6x | 11.9x | 7.5x |
| Fri, 31 May 2024 | €10.2b | €1.3b | €826.4m | 7.9x | 12.3x | 7.8x |
| Sun, 28 Apr 2024 | €9.8b | €1.3b | €759.1m | 7.5x | 12.9x | 7.6x |
| Tue, 26 Mar 2024 | €9.9b | €1.3b | €760.6m | 7.8x | 13x | 7.7x |
| Thu, 22 Feb 2024 | €9.3b | €1.2b | €938.2m | 7.4x | 9.9x | 7.4x |
| Sat, 20 Jan 2024 | €16.3b | €4.2b | €1.1b | 18.8x | 14.7x | 3.9x |
| Mon, 18 Dec 2023 | €16.2b | €4.2b | €1.1b | 19.8x | 14.5x | 3.9x |
| Wed, 15 Nov 2023 | €16.2b | €4.2b | €1.1b | 19.7x | 14.5x | 3.9x |
| Fri, 13 Oct 2023 | €15.5b | €4.2b | €855.1m | 12.9x | 18.1x | 3.7x |
| Sun, 10 Sep 2023 | €15.1b | €4.2b | €855.1m | 13.4x | 17.6x | 3.6x |
| Tue, 08 Aug 2023 | €14.9b | €4.1b | €1.1b | 8.4x | 13.2x | 3.6x |
| Thu, 06 Jul 2023 | €14.7b | €4.1b | €1.3b | 10.3x | 11.4x | 3.6x |
| Sat, 03 Jun 2023 | €14.9b | €4.1b | €1.3b | 9.9x | 11.5x | 3.6x |
| Mon, 01 May 2023 | €14.6b | €4.1b | €1.2b | 9.7x | 12.1x | 3.6x |
| Wed, 29 Mar 2023 | €13.8b | €4.1b | €1.2b | 9.4x | 11.4x | 3.4x |
| Fri, 24 Feb 2023 | €16.7b | €4.1b | €1.8b | 10.3x | 9.3x | 4.1x |
| Sun, 22 Jan 2023 | €17.2b | €4.0b | €1.9b | 4.2x | 8.9x | 4.3x |
Price to Earnings Ratio
8.9x
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 8.1x which is lower than its 3-year average PE of 11.0x.
- The 3-year average PS ratio of 6.3x is lower than the industry's current PS ratio of 7.7x.
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 | 1.68% | |
| Real Estate | 1.35% | |
| Real Estate | 2.05% | |
| REITS | 0% | 0 |
| Office REITs | -0.10% | |
| Retail REITs | -1.04% | |
Industry PE
- Investors are most optimistic about the Office REITs industry which is trading above its 3-year average PE ratio of 20.6x.
- Analysts are expecting annual earnings growth of 24.0% 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 7.5x.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 24% over the next 5 years.
- In contrast, the Real Estate industry is expected to see its earnings grow by 3.0% 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 | €18.78 | 2.1% +€182.1m | 21.8% | PE7.5x | |
| WHA Wereldhave | €20.60 | 4.8% +€43.3m | 45.7% | PB0.9x | |
| NAI New Amsterdam Invest | €8.90 | 1.7% +€786.3k | -3.3% | n/a | |
| ECT Eurocastle Investment | €11.70 | 0.9% +€100.5k | 41.8% | PS9.3x | |
| ERC ER Capital | €0.88 | 1.7% +€55.1k | n/a | PS1x |