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Filipino (PSEi) Real Estate Operating Companies Industry Analysis
UpdatedDec 10, 2024
DataAggregated Company Financials
Companies16
- 7D-1.1%
- 3M-16.2%
- 1Y-18.5%
- YTDn/a
Over the last 7 days, the Real Estate Operating Companies industry has dropped 1.1%, driven by a pullback from SM Prime Holdings of 1.5%. Meanwhile, DoubleDragon actually outperformed within the industry, gaining 6.4% in the last week. However, the industry is down 18% over the past year. As for the next few years, earnings are expected to grow by 8.4% per annum.
Industry Valuation and Performance
Has the Filipino Real Estate Operating Companies Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 10 Dec 2024 | ₱841.5b | ₱175.0b | ₱71.9b | 5.9x | 11.7x | 4.8x |
| Thu, 07 Nov 2024 | ₱947.2b | ₱170.9b | ₱69.8b | 5.6x | 13.6x | 5.5x |
| Sat, 05 Oct 2024 | ₱1.0t | ₱170.9b | ₱69.8b | 5.7x | 14.7x | 6x |
| Mon, 02 Sep 2024 | ₱980.2b | ₱170.9b | ₱69.7b | 5.7x | 14.1x | 5.7x |
| Wed, 31 Jul 2024 | ₱911.9b | ₱160.0b | ₱60.4b | 8.7x | 15.1x | 5.7x |
| Fri, 28 Jun 2024 | ₱871.6b | ₱160.0b | ₱60.4b | 9.1x | 14.4x | 5.4x |
| Sun, 26 May 2024 | ₱863.3b | ₱160.6b | ₱60.6b | 8.8x | 14.2x | 5.4x |
| Tue, 23 Apr 2024 | ₱855.2b | ₱158.3b | ₱60.3b | 15.2x | 14.2x | 5.4x |
| Thu, 21 Mar 2024 | ₱1.0t | ₱152.8b | ₱54.8b | 12.2x | 18.6x | 6.7x |
| Sat, 17 Feb 2024 | ₱1.1t | ₱149.4b | ₱53.0b | 14.1x | 19.8x | 7x |
| Mon, 15 Jan 2024 | ₱1.0t | ₱149.4b | ₱53.0b | 14.7x | 19.5x | 6.9x |
| Wed, 13 Dec 2023 | ₱1.0t | ₱149.4b | ₱53.0b | 12.6x | 19.4x | 6.9x |
| Fri, 10 Nov 2023 | ₱988.0b | ₱143.0b | ₱51.4b | 11.8x | 19.2x | 6.9x |
| Sun, 08 Oct 2023 | ₱957.2b | ₱142.9b | ₱51.4b | 10.9x | 18.6x | 6.7x |
| Tue, 05 Sep 2023 | ₱934.5b | ₱142.9b | ₱51.4b | 11.7x | 18.2x | 6.5x |
| Thu, 03 Aug 2023 | ₱1.0t | ₱133.3b | ₱46.2b | 13.5x | 22.5x | 7.8x |
| Sat, 01 Jul 2023 | ₱1.0t | ₱133.3b | ₱46.2b | 14.5x | 22.4x | 7.8x |
| Mon, 29 May 2023 | ₱1.1t | ₱133.4b | ₱46.2b | 15.7x | 23.2x | 8x |
| Wed, 26 Apr 2023 | ₱1.1t | ₱127.4b | ₱44.7b | 18.4x | 23.8x | 8.3x |
| Fri, 24 Mar 2023 | ₱1.1t | ₱127.6b | ₱44.5b | 18.6x | 24.1x | 8.4x |
| Sun, 19 Feb 2023 | ₱1.2t | ₱121.3b | ₱43.0b | 19.7x | 27.1x | 9.6x |
| Tue, 17 Jan 2023 | ₱1.2t | ₱121.3b | ₱43.0b | 18.5x | 27.5x | 9.7x |
| Thu, 15 Dec 2022 | ₱1.1t | ₱121.4b | ₱43.0b | 18.9x | 25.7x | 9.1x |
| Sat, 12 Nov 2022 | ₱1.1t | ₱119.9b | ₱41.0b | 19.2x | 27.1x | 9.3x |
| Mon, 10 Oct 2022 | ₱1.0t | ₱108.3b | ₱37.1b | 19.3x | 27x | 9.2x |
| Wed, 07 Sep 2022 | ₱1.1t | ₱108.3b | ₱37.1b | 19.3x | 30.7x | 10.5x |
| Fri, 05 Aug 2022 | ₱1.2t | ₱104.8b | ₱35.2b | 20.5x | 33.5x | 11.2x |
| Sun, 03 Jul 2022 | ₱1.1t | ₱104.8b | ₱35.1b | 19.3x | 32.4x | 10.9x |
| Tue, 31 May 2022 | ₱1.2t | ₱103.7b | ₱32.4b | 20x | 37x | 11.5x |
| Thu, 28 Apr 2022 | ₱1.1t | ₱98.8b | ₱28.4b | 23.3x | 40.2x | 11.5x |
| Sat, 26 Mar 2022 | ₱1.2t | ₱97.5b | ₱27.1b | 23.5x | 44.1x | 12.3x |
| Mon, 21 Feb 2022 | ₱1.2t | ₱93.2b | ₱24.6b | 24.3x | 49.1x | 13x |
| Wed, 19 Jan 2022 | ₱1.1t | ₱93.2b | ₱24.6b | 22.4x | 45.6x | 12x |
| Fri, 17 Dec 2021 | ₱1.1t | ₱93.2b | ₱24.6b | 22.4x | 45.8x | 12.1x |
Price to Earnings Ratio
45.8x
Current Industry PE
- Investors are pessimistic on the Filipino Real Estate Operating Companies 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 11.7x which is lower than its 3-year average PE of 24.9x.
- The 3-year average PS ratio of 8.3x is higher than the industry's current PS ratio of 4.8x.
Past Earnings Growth
- The earnings for companies in the Real Estate Operating Companies industry have grown 43% per year over the last three years.
- Revenues for these companies have grown 23% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Filipino Real Estate Operating Companies compare with similar industries?
| PH Market | -0.32% | |
| Real Estate | -1.07% | |
| Real Estate | -1.21% | |
| Real Estate Operating Companies | -1.13% | |
| Real Estate Services | 0% | |
| Real Estate Development | -0.13% | |
| Diversified Real Estate | -1.98% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DD DoubleDragon | ₱10.30 | 6.4% +₱1.5b | 28.4% | PE2.9x | |
| TFC PTFC Redevelopment | ₱45.00 | 48.5% +₱514.5m | 12.1% | PE14.5x | |
| SUN Suntrust Resort Holdings | ₱0.90 | 7.1% +₱435.0m | 12.5% | PB0.7x | |
| STR Vistamalls | ₱1.70 | 1.2% +₱168.5m | -30.0% | PE1.6x | |
| LPC LFM Properties | ₱0.054 | 5.9% +₱75.0m | 5.9% | n/a |