Filipino (PSEi) Real Estate Operating Companies Industry Analysis
UpdatedDec 02, 2023
DataAggregated Company Financials
Companies14
- 7D1.6%
- 3M9.3%
- 1Y-5.4%
- YTD-7.4%
In the last week, the Real Estate Operating Companies industry is up 8.0%, with SM Prime Holdings up 7.8%. In the same time, AyalaLand Logistics Holdings was down 6.6%. In the past year, the industry is down 8.7%. Earnings are forecast to grow by 10% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 02 Dec 2023 | ₱1.0t | ₱149.4b | ₱53.0b | 12.8x | 19.3x | 6.8x |
| Mon, 30 Oct 2023 | ₱935.5b | ₱142.9b | ₱51.4b | 12x | 18.2x | 6.5x |
| Wed, 27 Sep 2023 | ₱937.7b | ₱142.9b | ₱51.4b | 11.3x | 18.3x | 6.6x |
| Fri, 25 Aug 2023 | ₱941.5b | ₱142.9b | ₱51.4b | 12.8x | 18.3x | 6.6x |
| Sun, 23 Jul 2023 | ₱1.0t | ₱133.3b | ₱46.2b | 13.7x | 22.6x | 7.8x |
| Tue, 20 Jun 2023 | ₱1.1t | ₱133.3b | ₱46.2b | 14.6x | 23.1x | 8x |
| Thu, 18 May 2023 | ₱1.1t | ₱133.0b | ₱45.4b | 15.9x | 23.2x | 7.9x |
| Sat, 15 Apr 2023 | ₱1.1t | ₱127.3b | ₱44.7b | 18.5x | 23.9x | 8.4x |
| Mon, 13 Mar 2023 | ₱1.1t | ₱128.0b | ₱45.0b | 18.6x | 25x | 8.8x |
| Wed, 08 Feb 2023 | ₱1.2t | ₱121.3b | ₱43.0b | 20.1x | 27.4x | 9.7x |
| Fri, 06 Jan 2023 | ₱1.2t | ₱121.4b | ₱43.0b | 19.4x | 26.8x | 9.5x |
| Sun, 04 Dec 2022 | ₱1.1t | ₱121.4b | ₱43.0b | 18.8x | 25.1x | 8.9x |
| Tue, 01 Nov 2022 | ₱1.0t | ₱108.3b | ₱37.1b | 19.3x | 27.1x | 9.3x |
| Thu, 29 Sep 2022 | ₱1.0t | ₱108.3b | ₱37.1b | 19.3x | 27.5x | 9.4x |
| Sat, 27 Aug 2022 | ₱1.2t | ₱108.3b | ₱37.1b | 20x | 31.5x | 10.8x |
| Mon, 25 Jul 2022 | ₱1.1t | ₱104.8b | ₱35.1b | 19.7x | 32.2x | 10.8x |
| Wed, 22 Jun 2022 | ₱1.1t | ₱104.8b | ₱35.1b | 19.1x | 32.5x | 10.9x |
| Fri, 20 May 2022 | ₱1.1t | ₱102.7b | ₱31.6b | 18.5x | 36.2x | 11.1x |
| Sun, 17 Apr 2022 | ₱1.2t | ₱98.8b | ₱28.4b | 22.1x | 41x | 11.8x |
| Tue, 15 Mar 2022 | ₱1.2t | ₱97.5b | ₱27.1b | 24.5x | 43.4x | 12.1x |
| Thu, 10 Feb 2022 | ₱1.2t | ₱93.2b | ₱24.6b | 24.3x | 46.9x | 12.4x |
| Sat, 08 Jan 2022 | ₱1.1t | ₱93.2b | ₱24.6b | 22.2x | 43.4x | 11.5x |
| Mon, 06 Dec 2021 | ₱1.1t | ₱93.2b | ₱24.6b | 22.2x | 46.6x | 12.3x |
| Wed, 03 Nov 2021 | ₱1.1t | ₱93.5b | ₱25.4b | 98x | 42.3x | 11.5x |
| Fri, 01 Oct 2021 | ₱1.1t | ₱93.5b | ₱25.4b | 22.5x | 41.7x | 11.3x |
| Sun, 29 Aug 2021 | ₱1.1t | ₱93.7b | ₱25.1b | 25.8x | 43.4x | 11.7x |
| Mon, 05 Jul 2021 | ₱1.2t | ₱93.7b | ₱25.1b | 30.7x | 46.2x | 12.4x |
| Thu, 08 Apr 2021 | ₱1.1t | ₱90.6b | ₱21.8b | 24.6x | 50.8x | 12.2x |
| Sun, 10 Jan 2021 | ₱1.2t | ₱96.2b | ₱23.5b | 24.9x | 51.8x | 12.6x |
Price to Earnings Ratio
38.2x
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 19.7x which is lower than its 3-year average PE of 35.5x.
- The 3-year average PS ratio of 10.4x is higher than the industry's current PS ratio of 7.0x.
Past Earnings Growth
- The earnings for companies in the Real Estate Operating Companies industry have grown 21% per year over the last three years.
- Revenues for these companies have grown 11% 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 | -0.37% | |
| Real Estate | 1.87% | |
| Real Estate | 1.93% | |
| Real Estate Operating Companies | 1.58% | |
| Diversified Real Estate | 3.08% | |
| Real Estate Development | 1.09% | |
| Real Estate Services | 0% | |
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 | |
|---|---|---|---|---|---|
| SMPH SM Prime Holdings | ₱33.00 | 1.5% +₱14.4b | -3.1% | PE24.9x | |
| STR Vistamalls | ₱2.45 | 5.6% +₱1.1b | -29.6% | PE2.2x | |
| ALLHC AyalaLand Logistics Holdings | ₱1.63 | 4.5% +₱437.7m | -48.9% | PE12.8x | |
| APVI Altus Property Ventures | ₱9.20 | 2.7% +₱24.0m | -29.1% | PE6.9x |