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Filipino (PSEi) Real Estate Sector Analysis
UpdatedOct 01, 2025
DataAggregated Company Financials
Companies60
- 7D-3.1%
- 3M-5.5%
- 1Y-20.3%
- YTD-2.3%
Over the last 7 days, the Real Estate industry has dropped 4.5%, driven by a pullback from Ayala Land of 8.3%. On the other hand D.M. Wenceslao & Associates is actually up 5.1%. The industry has fallen 21% in the last year. Looking forward, earnings are forecast to grow by 3.2% annually.
Sector Valuation and Performance
Has the Filipino Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 02 Oct 2025 | ₱1.9t | ₱826.9b | ₱244.0b | 5.7x | 7.7x | 2.3x |
| Sat, 30 Aug 2025 | ₱2.0t | ₱828.9b | ₱244.3b | 6x | 8.1x | 2.4x |
| Mon, 28 Jul 2025 | ₱1.9t | ₱824.5b | ₱239.0b | 6.2x | 8.1x | 2.4x |
| Wed, 25 Jun 2025 | ₱1.8t | ₱824.9b | ₱239.1b | 6.5x | 7.6x | 2.2x |
| Fri, 23 May 2025 | ₱1.8t | ₱825.5b | ₱244.4b | 5.8x | 7.3x | 2.2x |
| Sun, 20 Apr 2025 | ₱1.8t | ₱814.0b | ₱190.7b | 6.1x | 9.5x | 2.2x |
| Tue, 18 Mar 2025 | ₱1.8t | ₱820.9b | ₱180.4b | 6.1x | 10.1x | 2.2x |
| Thu, 13 Feb 2025 | ₱1.8t | ₱810.1b | ₱168.9b | 6.1x | 10.8x | 2.3x |
| Sat, 11 Jan 2025 | ₱1.9t | ₱810.1b | ₱168.9b | 6.1x | 11.2x | 2.3x |
| Mon, 09 Dec 2024 | ₱2.0t | ₱809.5b | ₱169.1b | 6.2x | 11.9x | 2.5x |
| Wed, 06 Nov 2024 | ₱2.2t | ₱780.5b | ₱161.2b | 6.5x | 13.9x | 2.9x |
| Fri, 04 Oct 2024 | ₱2.4t | ₱782.0b | ₱162.0b | 7x | 14.5x | 3x |
| Sun, 01 Sep 2024 | ₱2.2t | ₱781.4b | ₱206.0b | 6.1x | 10.5x | 2.8x |
| Tue, 30 Jul 2024 | ₱2.1t | ₱755.7b | ₱219.4b | 5.8x | 9.4x | 2.7x |
| Thu, 27 Jun 2024 | ₱2.0t | ₱755.8b | ₱219.4b | 5.9x | 9x | 2.6x |
| Sat, 25 May 2024 | ₱2.0t | ₱756.9b | ₱219.6b | 6.5x | 9x | 2.6x |
| Mon, 22 Apr 2024 | ₱1.9t | ₱730.2b | ₱219.2b | 6x | 8.8x | 2.6x |
| Wed, 20 Mar 2024 | ₱2.2t | ₱705.3b | ₱185.7b | 7.1x | 11.8x | 3.1x |
| Fri, 16 Feb 2024 | ₱2.3t | ₱686.9b | ₱181.1b | 7x | 12.4x | 3.3x |
| Sun, 14 Jan 2024 | ₱2.2t | ₱686.9b | ₱181.1b | 6.7x | 12.2x | 3.2x |
| Tue, 12 Dec 2023 | ₱2.1t | ₱686.3b | ₱180.7b | 6.8x | 11.8x | 3.1x |
| Thu, 09 Nov 2023 | ₱2.0t | ₱665.0b | ₱172.1b | 7.1x | 11.9x | 3.1x |
| Sat, 07 Oct 2023 | ₱2.0t | ₱664.8b | ₱172.2b | 7.2x | 11.6x | 3x |
| Mon, 04 Sep 2023 | ₱2.0t | ₱662.2b | ₱169.1b | 7.7x | 11.7x | 3x |
| Wed, 02 Aug 2023 | ₱2.1t | ₱645.2b | ₱157.8b | 7.3x | 13.3x | 3.3x |
| Fri, 30 Jun 2023 | ₱2.1t | ₱645.3b | ₱157.8b | 7x | 13.2x | 3.2x |
| Sun, 28 May 2023 | ₱2.1t | ₱646.1b | ₱157.9b | 7.4x | 13.3x | 3.3x |
| Tue, 25 Apr 2023 | ₱2.1t | ₱616.3b | ₱148.4b | 7.9x | 14.4x | 3.5x |
| Thu, 23 Mar 2023 | ₱1.9t | ₱585.8b | ₱130.3b | 8.7x | 14.7x | 3.3x |
| Sat, 18 Feb 2023 | ₱2.3t | ₱586.3b | ₱148.2b | 9.2x | 15.4x | 3.9x |
| Mon, 16 Jan 2023 | ₱2.3t | ₱585.9b | ₱148.2b | 9.1x | 15.6x | 4x |
| Wed, 14 Dec 2022 | ₱2.2t | ₱585.9b | ₱148.1b | 9x | 14.8x | 3.8x |
| Fri, 11 Nov 2022 | ₱2.1t | ₱567.4b | ₱144.6b | 8x | 14.5x | 3.7x |
| Sun, 09 Oct 2022 | ₱2.0t | ₱544.7b | ₱137.0b | 7.8x | 14.6x | 3.7x |
Price to Earnings Ratio
14.6x
Current Industry PE
- Investors are pessimistic on the Filipino 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 11.7x.
- The 3-year average PS ratio of 2.9x is higher than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 21% per year over the last three years.
- Revenues for these companies have grown 15% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Filipino Real Estate sector?
| PH Market | -0.84% | |
| Real Estate | -3.14% | |
| REITS | 1.10% | |
| Specialized REITs | 0.56% | |
| Office REITs | -2.67% | |
| Real Estate | -3.35% | |
Industry PE
- Investors are most optimistic about the Specialized REITs industry which is trading above its 3-year average PE ratio of 13.8x.
- Analysts are expecting annual earnings growth of 2.6%, which is higher than its past year's earnings decline of 3.2% per year.
- Investors are most pessimistic about the REITS industry, which is trading below its 3-year average of 10.1x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 7.0% over the next 5 years.
- This is better than its past earnings growth rate of 4.9% per year.
- In contrast, the Office REITs industry is expected to see its earnings decline by 9.7% 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 | |
|---|---|---|---|---|---|
| DMW D.M. Wenceslao & Associates | ₱5.34 | 4.3% +₱747.1m | -4.6% | PE8.6x | |
| MEG Megaworld | ₱2.04 | 1.0% +₱651.1m | -6.8% | PE3.2x | |
| GERI Global-Estate Resorts | ₱0.67 | 8.1% +₱549.3m | -13.0% | PE4.2x | |
| MREIT MREIT | ₱13.60 | 0.9% +₱446.6m | -0.4% | PB0.8x | |
| FJP F & J Prince Holdings | ₱2.76 | 34.0% +₱268.6m | 9.5% | PE23.4x |