Narrative Update • Jul 16

All of the companies in the Diversified Real Estate industry have been up over the last week, with the industry up 5.9%. In contrast, the industry has lost 25% in the last 12 months. As for the next few years, earnings are forecast to decline by 5.2% per annum.
Has the Filipino Diversified Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | ₱356.1b | ₱263.4b | ₱57.3b | 6.2x | 6.2x | 1.4x |
| Thu, 18 Jun 2026 | ₱302.4b | ₱263.5b | ₱57.3b | 5.2x | 5.3x | 1.1x |
| Sat, 16 May 2026 | ₱334.2b | ₱263.7b | ₱57.6b | 5.3x | 5.8x | 1.3x |
| Mon, 13 Apr 2026 | ₱373.1b | ₱267.9b | ₱62.7b | 4.7x | 6x | 1.4x |
| Wed, 11 Mar 2026 | ₱389.5b | ₱266.5b | ₱62.6b | 4.6x | 6.2x | 1.5x |
| Fri, 06 Feb 2026 | ₱429.1b | ₱253.6b | ₱51.9b | 5x | 8.3x | 1.7x |
| Sun, 04 Jan 2026 | ₱431.9b | ₱253.6b | ₱51.9b | 4.4x | 8.3x | 1.7x |
| Tue, 02 Dec 2025 | ₱404.8b | ₱253.6b | ₱51.9b | 4.2x | 7.8x | 1.6x |
| Thu, 30 Oct 2025 | ₱394.7b | ₱253.2b | ₱53.2b | 4.3x | 7.4x | 1.6x |
| Sat, 27 Sep 2025 | ₱474.0b | ₱253.2b | ₱53.2b | 4.4x | 8.9x | 1.9x |
| Mon, 25 Aug 2025 | ₱498.4b | ₱253.7b | ₱53.2b | 4.3x | 9.4x | 2x |
| Wed, 23 Jul 2025 | ₱487.4b | ₱255.7b | ₱53.3b | 4.7x | 9.2x | 1.9x |
| Fri, 20 Jun 2025 | ₱440.0b | ₱255.6b | ₱53.3b | 3.2x | 8.3x | 1.7x |
| Sun, 18 May 2025 | ₱438.1b | ₱255.7b | ₱53.3b | 3.2x | 8.2x | 1.7x |
| Tue, 15 Apr 2025 | ₱431.8b | ₱251.7b | ₱49.7b | 7.8x | 8.7x | 1.7x |
| Thu, 13 Mar 2025 | ₱415.7b | ₱252.4b | ₱49.7b | 8x | 8.4x | 1.6x |
| Sat, 08 Feb 2025 | ₱456.3b | ₱246.8b | ₱48.7b | 7.8x | 9.4x | 1.8x |
| Mon, 06 Jan 2025 | ₱489.6b | ₱246.8b | ₱48.7b | 7.9x | 10x | 2x |
| Wed, 04 Dec 2024 | ₱522.8b | ₱246.8b | ₱48.7b | 7.9x | 10.7x | 2.1x |
| Fri, 01 Nov 2024 | ₱598.5b | ₱237.7b | ₱47.6b | 8.1x | 12.6x | 2.5x |
| Sun, 29 Sep 2024 | ₱651.7b | ₱237.7b | ₱47.6b | 8.3x | 13.7x | 2.7x |
| Tue, 27 Aug 2024 | ₱579.0b | ₱237.7b | ₱47.6b | 8.6x | 12.2x | 2.4x |
| Thu, 25 Jul 2024 | ₱567.1b | ₱228.9b | ₱46.8b | 9.3x | 12.1x | 2.5x |
| Sat, 22 Jun 2024 | ₱492.0b | ₱228.9b | ₱46.8b | 9.8x | 10.5x | 2.1x |
| Mon, 20 May 2024 | ₱544.2b | ₱228.9b | ₱46.8b | 9.3x | 11.6x | 2.4x |
| Wed, 17 Apr 2024 | ₱516.8b | ₱214.0b | ₱43.5b | 8.5x | 11.9x | 2.4x |
| Fri, 15 Mar 2024 | ₱613.1b | ₱212.9b | ₱42.3b | 9x | 14.5x | 2.9x |
| Sun, 11 Feb 2024 | ₱626.0b | ₱203.2b | ₱41.4b | 9.1x | 15.1x | 3.1x |
| Tue, 09 Jan 2024 | ₱610.8b | ₱203.2b | ₱41.4b | 9.6x | 14.8x | 3x |
| Thu, 07 Dec 2023 | ₱567.8b | ₱203.2b | ₱41.4b | 9.3x | 13.7x | 2.8x |
| Sat, 04 Nov 2023 | ₱509.5b | ₱200.9b | ₱38.1b | 11.6x | 13.4x | 2.5x |
| Mon, 02 Oct 2023 | ₱539.7b | ₱200.9b | ₱38.1b | 12x | 14.2x | 2.7x |
| Wed, 30 Aug 2023 | ₱517.7b | ₱200.9b | ₱38.1b | 9x | 13.6x | 2.6x |
| Fri, 28 Jul 2023 | ₱507.7b | ₱203.8b | ₱36.1b | 6.4x | 14x | 2.5x |
14x
How does Filipino Diversified Real Estate compare with similar industries?
| PH Market | 2.01% | |
| Real Estate | 1.81% | |
| Real Estate | 2.37% | |
| Diversified Real Estate | 6.26% | |
| Real Estate Development | 0.84% | |
| Real Estate Operating Companies | 0.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALI Ayala Land | ₱16.96 | 6.3% +₱14.3b | -34.1% | PE6.5x | |
| RLC Robinsons Land | ₱17.50 | 7.0% +₱5.5b | 20.9% | PE6.2x | |
| SHNG Shang Properties | ₱3.40 | 6.3% +₱952.4m | -19.4% | PE4.2x | |
| CPG Century Properties Group | ₱0.70 | 1.4% +₱116.0m | -12.5% | PE3.1x | |
| PHES Philippine Estates | ₱0.44 | 10.0% +₱115.6m | 60.0% | PS6.5x |