Narrative Update • Jun 17

In the last week, the Diversified Real Estate industry is up 10%, with Ayala Land up 15%. However, the industry is down 27% over the past year. In the next few years, earnings are forecast to decline by 4.9% annually.
Has the Filipino Diversified Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | ₱317.7b | ₱263.5b | ₱57.3b | 5.6x | 5.5x | 1.2x |
| Sun, 17 May 2026 | ₱334.2b | ₱263.8b | ₱57.6b | 5.3x | 5.8x | 1.3x |
| Tue, 14 Apr 2026 | ₱369.3b | ₱267.9b | ₱62.7b | 4.5x | 5.9x | 1.4x |
| Thu, 12 Mar 2026 | ₱388.0b | ₱266.5b | ₱62.6b | 4.7x | 6.2x | 1.5x |
| Sat, 07 Feb 2026 | ₱426.1b | ₱253.6b | ₱51.9b | 5.1x | 8.2x | 1.7x |
| Mon, 05 Jan 2026 | ₱431.9b | ₱253.6b | ₱51.9b | 4.4x | 8.3x | 1.7x |
| Wed, 03 Dec 2025 | ₱400.0b | ₱253.6b | ₱51.9b | 4.3x | 7.7x | 1.6x |
| Fri, 31 Oct 2025 | ₱391.1b | ₱253.2b | ₱53.2b | 4.3x | 7.4x | 1.5x |
| Sun, 28 Sep 2025 | ₱474.0b | ₱253.2b | ₱53.2b | 4.4x | 8.9x | 1.9x |
| Tue, 26 Aug 2025 | ₱498.4b | ₱253.7b | ₱53.2b | 4.3x | 9.4x | 2x |
| Thu, 24 Jul 2025 | ₱490.8b | ₱255.7b | ₱53.3b | 4.7x | 9.2x | 1.9x |
| Sat, 21 Jun 2025 | ₱427.4b | ₱255.6b | ₱53.3b | 3.2x | 8x | 1.7x |
| Mon, 19 May 2025 | ₱437.9b | ₱255.7b | ₱53.3b | 3.2x | 8.2x | 1.7x |
| Wed, 16 Apr 2025 | ₱434.3b | ₱249.9b | ₱53.0b | 7.8x | 8.2x | 1.7x |
| Fri, 14 Mar 2025 | ₱407.2b | ₱252.4b | ₱49.7b | 7.8x | 8.2x | 1.6x |
| Sun, 09 Feb 2025 | ₱456.3b | ₱246.8b | ₱48.7b | 7.8x | 9.4x | 1.8x |
| Tue, 07 Jan 2025 | ₱490.3b | ₱246.8b | ₱48.7b | 7.9x | 10.1x | 2x |
| Thu, 05 Dec 2024 | ₱533.5b | ₱246.8b | ₱48.7b | 8x | 10.9x | 2.2x |
| Sat, 02 Nov 2024 | ₱584.3b | ₱237.7b | ₱47.6b | 8.1x | 12.3x | 2.5x |
| Mon, 30 Sep 2024 | ₱651.7b | ₱237.7b | ₱47.6b | 8.3x | 13.7x | 2.7x |
| Wed, 28 Aug 2024 | ₱591.4b | ₱237.7b | ₱47.6b | 8.6x | 12.4x | 2.5x |
| Fri, 26 Jul 2024 | ₱560.7b | ₱228.9b | ₱46.8b | 9.3x | 12x | 2.4x |
| Sun, 23 Jun 2024 | ₱492.0b | ₱228.9b | ₱46.8b | 9.8x | 10.5x | 2.1x |
| Tue, 21 May 2024 | ₱549.0b | ₱228.9b | ₱46.8b | 9.3x | 11.7x | 2.4x |
| Thu, 18 Apr 2024 | ₱503.3b | ₱214.0b | ₱43.4b | 8.5x | 11.6x | 2.4x |
| Sat, 16 Mar 2024 | ₱590.7b | ₱212.9b | ₱42.3b | 8.8x | 14x | 2.8x |
| Mon, 12 Feb 2024 | ₱626.0b | ₱203.2b | ₱41.4b | 9.1x | 15.1x | 3.1x |
| Wed, 10 Jan 2024 | ₱620.4b | ₱203.2b | ₱41.4b | 9.7x | 15x | 3.1x |
| Fri, 08 Dec 2023 | ₱568.0b | ₱203.2b | ₱41.4b | 9.3x | 13.7x | 2.8x |
| Sun, 05 Nov 2023 | ₱502.0b | ₱200.9b | ₱38.1b | 11.6x | 13.2x | 2.5x |
| Tue, 03 Oct 2023 | ₱540.6b | ₱200.9b | ₱38.1b | 12x | 14.2x | 2.7x |
| Thu, 31 Aug 2023 | ₱524.1b | ₱200.9b | ₱38.1b | 9x | 13.7x | 2.6x |
| Sat, 29 Jul 2023 | ₱507.7b | ₱203.8b | ₱36.1b | 6.3x | 14x | 2.5x |
| Mon, 26 Jun 2023 | ₱455.6b | ₱203.8b | ₱36.1b | 7x | 12.6x | 2.2x |
12.6x
How does Filipino Diversified Real Estate compare with similar industries?
| PH Market | 3.14% | |
| Real Estate | 4.27% | |
| Real Estate | 6.03% | |
| Diversified Real Estate | 10.45% | |
| Real Estate Operating Companies | 5.04% | |
| Real Estate Development | 2.90% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALI Ayala Land | ₱14.46 | 13.5% +₱24.6b | -37.0% | PE5.5x | |
| RLC Robinsons Land | ₱16.70 | 2.5% +₱1.9b | 32.3% | PE5.9x | |
| SHNG Shang Properties | ₱3.22 | 4.9% +₱714.3m | -20.5% | PE3.9x | |
| CPG Century Properties Group | ₱0.66 | 3.1% +₱232.0m | 1.5% | PE2.9x | |
| PHES Philippine Estates | ₱0.48 | 11.6% +₱144.6m | 84.6% | PS7.1x |