Narrative Update • Jun 22
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Dutch (AEX) Real Estate Sector Analysis
UpdatedJul 06, 2026
DataAggregated Company Financials
Companies9
- 7D4.0%
- 3M6.1%
- 1Y-3.9%
- YTD-2.5%
In the last week, the Real Estate industry is up 4.0%, with CTP up 5.9%. However, the industry is down 3.9% over the past year. Looking forward, earnings are forecast to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | €11.2b | €1.6b | €1.3b | 12.2x | 8.7x | 6.9x |
| Wed, 03 Jun 2026 | €10.7b | €1.6b | €1.3b | 12.6x | 8.4x | 6.6x |
| Fri, 01 May 2026 | €10.8b | €1.6b | €1.3b | 13.1x | 8.6x | 6.8x |
| Sun, 29 Mar 2026 | €9.7b | €1.6b | €1.3b | 11.1x | 7.7x | 6.2x |
| Tue, 24 Feb 2026 | €12.2b | €1.5b | €1.4b | 9.4x | 8.6x | 7.9x |
| Thu, 22 Jan 2026 | €11.4b | €1.5b | €1.5b | 9.5x | 7.8x | 7.5x |
| Sat, 20 Dec 2025 | €11.2b | €1.5b | €1.5b | 9.9x | 7.7x | 7.3x |
| Mon, 17 Nov 2025 | €11.4b | €1.5b | €1.5b | 9.9x | 7.8x | 7.4x |
| Wed, 15 Oct 2025 | €12.0b | €1.5b | €1.4b | 11x | 8.7x | 8.1x |
| Fri, 12 Sep 2025 | €11.5b | €1.5b | €1.4b | 10.9x | 8.3x | 7.7x |
| Sun, 10 Aug 2025 | €12.0b | €1.5b | €1.4b | 16.8x | 8.3x | 8x |
| Tue, 08 Jul 2025 | €11.4b | €1.5b | €1.4b | 17.1x | 8.4x | 7.8x |
| Thu, 05 Jun 2025 | €10.8b | €1.5b | €1.4b | 14.7x | 8x | 7.4x |
| Sat, 03 May 2025 | €10.6b | €1.4b | €1.4b | 16.6x | 7.7x | 7.4x |
| Mon, 31 Mar 2025 | €10.4b | €1.4b | €1.4b | 7.6x | 7.5x | 7.2x |
| Wed, 26 Feb 2025 | €10.3b | €1.3b | €1.1b | 28x | 9.7x | 7.7x |
| Fri, 24 Jan 2025 | €9.7b | €1.3b | €883.1m | 17.6x | 11x | 7.3x |
| Sun, 22 Dec 2024 | €9.7b | €1.4b | €861.6m | 17.4x | 11.2x | 6.9x |
| Tue, 19 Nov 2024 | €9.5b | €1.4b | €861.8m | 17.3x | 11.1x | 6.8x |
| Thu, 17 Oct 2024 | €11.0b | €1.4b | €1.1b | 17.1x | 10.4x | 8x |
| Sat, 14 Sep 2024 | €10.5b | €1.4b | €1.1b | 7.7x | 9.9x | 7.7x |
| Mon, 12 Aug 2024 | €10.1b | €1.4b | €1.0b | 6.7x | 10x | 7.4x |
| Wed, 10 Jul 2024 | €9.9b | €1.3b | €826.4m | 7.6x | 12x | 7.5x |
| Fri, 07 Jun 2024 | €10.4b | €1.3b | €826.4m | 7.9x | 12.5x | 7.9x |
| Sun, 05 May 2024 | €10.0b | €1.3b | €809.4m | 7.7x | 12.3x | 7.8x |
| Tue, 02 Apr 2024 | €10.0b | €1.3b | €760.6m | 8x | 13.1x | 7.8x |
| Thu, 29 Feb 2024 | €9.1b | €1.2b | €938.2m | 7.4x | 9.7x | 7.3x |
| Sat, 27 Jan 2024 | €16.5b | €4.2b | €1.1b | 19.1x | 14.8x | 3.9x |
| Mon, 25 Dec 2023 | €16.2b | €4.2b | €1.1b | 19.8x | 14.6x | 3.9x |
| Wed, 22 Nov 2023 | €15.8b | €4.2b | €1.1b | 18.9x | 14.2x | 3.8x |
| Fri, 20 Oct 2023 | €14.9b | €4.2b | €979.5m | 12.3x | 15.3x | 3.6x |
| Sun, 17 Sep 2023 | €15.3b | €4.2b | €855.1m | 13.2x | 17.9x | 3.7x |
| Tue, 15 Aug 2023 | €14.9b | €4.2b | €942.2m | 8.2x | 15.8x | 3.6x |
| Thu, 13 Jul 2023 | €14.9b | €4.1b | €1.3b | 10.7x | 11.5x | 3.6x |
Price to Earnings Ratio
11.5x
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 8.7x which is lower than its 3-year average PE of 10.6x.
- The industry is trading close to its 3-year average PS ratio of 6.7x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have declined 27% per year.
- This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the Dutch Real Estate sector?
| NL Market | 1.99% | |
| Real Estate | 3.96% | |
| Real Estate | 5.80% | |
| Office REITs | 0.69% | |
| REITS | 0% | 0 |
| Retail REITs | -1.50% | |
Industry PE
- Investors are most optimistic about the Retail REITs industry even though it's trading below its 3-year average PE ratio of 21.9x.
- Analysts are expecting annual earnings growth of 11.7%, which is higher than its past year's earnings decline of 33.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 55% over the next 5 years.
- In contrast, the Real Estate industry is expected to see its earnings grow by 8.5% 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 | €16.92 | 6.5% +€509.8m | -5.2% | PE7.6x | |
| NSI NSI | €17.40 | 0.7% +€2.3m | -29.4% | PB0.5x | |
| ERC ER Capital | €2.46 | 2.5% +€220.5k | 163.1% | n/a |