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Filipino (PSEi) Real Estate Industry Analysis

UpdatedDec 03, 2023
DataAggregated Company Financials
Companies51
  • 7D1.9%
  • 3M6.7%
  • 1Y-3.2%
  • YTD-4.9%

Ayala Land is up 3.7%, leading the way for the Real Estate industry, which has gained 1.9%. However, the industry is down 3.2% over the past year. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

Has the Filipino Real Estate Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 Dec 2023₱1.9t₱662.0b₱164.9b6.2x11.5x2.9x
Tue, 31 Oct 2023₱1.7t₱641.2b₱156.4b6.9x11.1x2.7x
Thu, 28 Sep 2023₱1.8t₱641.3b₱156.3b7x11.7x2.8x
Sat, 26 Aug 2023₱1.8t₱641.2b₱156.4b7x11.4x2.8x
Mon, 24 Jul 2023₱1.9t₱625.2b₱145.7b6.3x12.9x3x
Wed, 21 Jun 2023₱1.8t₱625.1b₱145.7b6.6x12.5x2.9x
Fri, 19 May 2023₱1.9t₱620.8b₱143.7b7.2x13.2x3.1x
Sun, 16 Apr 2023₱1.9t₱594.8b₱133.6b7.6x14.1x3.2x
Tue, 14 Mar 2023₱1.9t₱579.5b₱130.9b8.8x14.8x3.3x
Thu, 09 Feb 2023₱2.1t₱566.3b₱127.5b9x16.2x3.7x
Sat, 07 Jan 2023₱2.0t₱566.3b₱127.5b8.6x16x3.6x
Mon, 05 Dec 2022₱2.0t₱564.9b₱127.7b8.1x15.3x3.5x
Wed, 02 Nov 2022₱1.8t₱529.6b₱119.1b7.3x15.2x3.4x
Fri, 30 Sep 2022₱1.8t₱527.9b₱118.3b7.9x15.2x3.4x
Sun, 28 Aug 2022₱2.1t₱527.9b₱118.3b8x17.7x4x
Tue, 26 Jul 2022₱2.0t₱498.5b₱121.4b7.8x16.4x4x
Thu, 23 Jun 2022₱2.0t₱498.4b₱121.4b7.4x16.2x3.9x
Sat, 21 May 2022₱2.1t₱496.0b₱117.5b8.1x17.6x4.2x
Mon, 18 Apr 2022₱2.2t₱496.3b₱108.6b11x20.5x4.5x
Wed, 16 Mar 2022₱2.3t₱482.6b₱103.1b12.1x22.2x4.8x
Fri, 11 Feb 2022₱2.3t₱477.9b₱99.7b11.9x23.2x4.8x
Sun, 09 Jan 2022₱2.1t₱477.6b₱99.6b11.2x21.3x4.4x
Tue, 07 Dec 2021₱2.2t₱477.2b₱99.4b12.7x22.4x4.7x
Thu, 04 Nov 2021₱2.2t₱472.4b₱95.9b11.4x23.2x4.7x
Sat, 02 Oct 2021₱2.1t₱473.5b₱96.4b11x21.6x4.4x
Mon, 30 Aug 2021₱2.1t₱473.6b₱96.2b12.4x22.1x4.5x
Tue, 06 Jul 2021₱2.3t₱474.5b₱96.5b12.8x23.6x4.8x
Fri, 09 Apr 2021₱2.2t₱444.7b₱78.2b14.5x28.1x4.9x
Thu, 31 Dec 2020₱2.5t₱464.5b₱84.6b14.9x29.1x5.3x
Price to Earnings Ratio

19.4x


Total Market Cap: ₱2.3tTotal Earnings: ₱119.6bTotal Revenue: ₱530.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Filipino Real Estate Industry Price to Earnings3Y Average 19.1x202120222023
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 11.5x which is lower than its 3-year average PE of 19.1x.
  • The 3-year average PS ratio of 4.0x is higher than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 7.6% 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 industry?

PH Market-0.37%
Real Estate1.87%
Real Estate1.93%
Diversified Real Estate3.08%
Real Estate Operating Companies1.58%
Real Estate Development1.09%
Real Estate Services0%
Industry PE
  • Investors are most optimistic about the Real Estate Operating Companies industry even though it's trading below its 3-year average PE ratio of 35.4x.
    • Analysts are expecting annual earnings growth of 10.0%, which is lower than the prior year's growth of 32.2% per year.
  • Investors are most pessimistic about the Real Estate Development industry, which is trading below its 3-year average of 7.2x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Real Estate industry, expecting annual earnings growth of 15% over the next 5 years.
  • However this is lower than its past earnings growth rate of 40% per year.
  • In contrast, the Real Estate Development industry is expected to see its earnings grow by 4.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ALI Ayala Land₱31.003.7%
+₱16.4b
6.9%PE19.6x
SMPH SM Prime Holdings₱33.001.5%
+₱14.4b
-3.1%PE24.9x
HOUSE 8990 Holdings₱9.048.9%
+₱4.0b
-7.8%PE7x
STR Vistamalls₱2.455.6%
+₱1.1b
-29.6%PE2.2x
DD DoubleDragon₱8.314.1%
+₱773.9m
21.5%PE4x
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Latest News

ALI

₱31.00

Ayala Land

7D

3.7%

1Y

6.9%

MRC

₱1.41

MRC Allied

7D

-6.0%

1Y

-20.8%

SLI

₱3.23

Sta. Lucia Land

7D

-1.2%

1Y

3.9%

PRMX

₱2.49

Primex

7D

-2.4%

1Y

13.2%

DD

₱8.31

DoubleDragon

7D

4.1%

1Y

21.5%

STR

₱2.45

Vistamalls

7D

5.6%

1Y

-29.6%

ALLHC

₱1.63

AyalaLand Logistics Holdings

7D

4.5%

1Y

-48.9%

FDC

₱5.08

Filinvest Development

7D

-2.3%

1Y

-22.9%

MEG

₱2.03

Megaworld

7D

0.5%

1Y

-9.4%

SHNG

₱3.69

Shang Properties

7D

2.2%

1Y

43.0%

INFRA

₱0.55

Philippine Infradev Holdings

7D

-1.8%

1Y

-38.9%

RLC

₱14.56

Robinsons Land

7D

-0.3%

1Y

-9.0%

SMPH

₱33.00

SM Prime Holdings

7D

1.5%

1Y

-3.1%

HOUSE

₱9.04

8990 Holdings

7D

8.9%

1Y

-7.8%

BEL

₱1.16

Belle

7D

-0.9%

1Y

-4.9%

LPC

₱0.053

LFM Properties

7D

-7.0%

1Y

-66.7%