Narrative Update • Jun 26
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Swedish (OMX) Real Estate Sector Analysis
UpdatedJul 05, 2026
DataAggregated Company Financials
Companies60
- 7D4.5%
- 3M-0.1%
- 1Y-13.7%
- YTD-6.1%
Over the last 7 days, the Real Estate industry has risen 4.5%, driven by gains from AB Sagax of 8.9%. During this same period, the Corem Property Group underperformed, falling 6.8%. In contrast, the industry has lost 14% in the last 12 months. Earnings are forecast to grow by 8.0% annually.
Sector Valuation and Performance
Has the Swedish Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 05 Jul 2026 | SEK 580.2b | SEK 123.6b | SEK 39.3b | 11.4x | 14.8x | 4.7x |
| Tue, 02 Jun 2026 | SEK 590.2b | SEK 123.3b | SEK 38.4b | 12.2x | 15.4x | 4.8x |
| Thu, 30 Apr 2026 | SEK 559.4b | SEK 121.5b | SEK 41.9b | 10.9x | 13.4x | 4.6x |
| Sat, 28 Mar 2026 | SEK 537.7b | SEK 120.8b | SEK 39.5b | 11.2x | 13.6x | 4.5x |
| Mon, 23 Feb 2026 | SEK 611.3b | SEK 123.0b | SEK 39.0b | 12.9x | 15.7x | 5x |
| Wed, 21 Jan 2026 | SEK 595.9b | SEK 121.0b | SEK 42.6b | 14.8x | 14x | 4.9x |
| Fri, 19 Dec 2025 | SEK 595.6b | SEK 121.0b | SEK 42.6b | 14.5x | 14x | 4.9x |
| Sun, 16 Nov 2025 | SEK 606.1b | SEK 121.0b | SEK 42.5b | 14.5x | 14.3x | 5x |
| Tue, 14 Oct 2025 | SEK 617.3b | SEK 119.9b | SEK 31.4b | 17.3x | 19.7x | 5.1x |
| Thu, 11 Sep 2025 | SEK 600.9b | SEK 119.9b | SEK 30.7b | 17.4x | 19.6x | 5x |
| Sat, 09 Aug 2025 | SEK 627.1b | SEK 120.3b | SEK 27.3b | 18.5x | 23x | 5.2x |
| Mon, 07 Jul 2025 | SEK 650.8b | SEK 119.9b | SEK 28.5b | 20.8x | 22.9x | 5.4x |
| Wed, 04 Jun 2025 | SEK 616.7b | SEK 120.6b | SEK 28.6b | 18.6x | 21.5x | 5.1x |
| Fri, 02 May 2025 | SEK 617.6b | SEK 120.7b | SEK 18.6b | 21.7x | 33.2x | 5.1x |
| Sun, 30 Mar 2025 | SEK 601.5b | SEK 120.0b | SEK 16.5b | 20x | 36.5x | 5x |
| Tue, 25 Feb 2025 | SEK 654.9b | SEK 121.9b | SEK 11.9b | 23.1x | 54.8x | 5.4x |
| Thu, 23 Jan 2025 | SEK 659.5b | SEK 119.5b | -SEK 28,921,334,662.57 | 28.2x | -22.8x | 5.5x |
| Sat, 21 Dec 2024 | SEK 658.2b | SEK 119.5b | -SEK 28,921,859,685.35 | 28.4x | -22.8x | 5.5x |
| Mon, 18 Nov 2024 | SEK 674.1b | SEK 121.5b | -SEK 29,764,922,101.77 | 45.5x | -22.6x | 5.5x |
| Wed, 16 Oct 2024 | SEK 737.5b | SEK 117.6b | -SEK 39,758,899,189.22 | 57x | -18.5x | 6.3x |
| Fri, 13 Sep 2024 | SEK 717.9b | SEK 117.5b | -SEK 39,871,037,979.42 | 56.2x | -18x | 6.1x |
| Sun, 11 Aug 2024 | SEK 697.7b | SEK 116.7b | -SEK 53,209,833,659.74 | 57.7x | -13.1x | 6x |
| Tue, 09 Jul 2024 | SEK 682.4b | SEK 115.1b | -SEK 60,530,887,673.20 | 62.8x | -11.3x | 5.9x |
| Thu, 06 Jun 2024 | SEK 667.5b | SEK 115.2b | -SEK 62,010,237,202.35 | 32.2x | -10.8x | 5.8x |
| Sat, 04 May 2024 | SEK 625.5b | SEK 110.2b | -SEK 49,249,450,081.37 | 25.6x | -12.7x | 5.7x |
| Mon, 01 Apr 2024 | SEK 660.8b | SEK 113.3b | -SEK 69,664,374,404.04 | 26.5x | -9.5x | 5.8x |
| Wed, 28 Feb 2024 | SEK 579.1b | SEK 115.1b | -SEK 96,319,498,550.28 | 21.8x | -6x | 5x |
| Fri, 26 Jan 2024 | SEK 610.2b | SEK 113.5b | -SEK 90,538,256,937.00 | 22.8x | -6.7x | 5.4x |
| Sun, 24 Dec 2023 | SEK 648.6b | SEK 113.5b | -SEK 89,780,425,069.00 | 23.7x | -7.2x | 5.7x |
| Tue, 21 Nov 2023 | SEK 558.9b | SEK 113.6b | -SEK 89,453,394,184.00 | 18.2x | -6.2x | 4.9x |
| Thu, 19 Oct 2023 | SEK 464.5b | SEK 110.4b | -SEK 79,370,857,168.00 | 17.1x | -5.9x | 4.2x |
| Sat, 16 Sep 2023 | SEK 532.5b | SEK 110.1b | -SEK 78,412,155,188.00 | 18.3x | -6.8x | 4.8x |
| Mon, 14 Aug 2023 | SEK 540.1b | SEK 108.7b | -SEK 70,998,687,154.00 | 19.7x | -7.6x | 5x |
| Wed, 12 Jul 2023 | SEK 507.9b | SEK 113.8b | -SEK 45,249,684,225.00 | 15.8x | -11.2x | 4.5x |
Price to Earnings Ratio
-11.2x
Current Industry PE
- Investors are optimistic on the Swedish Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 14.8x which is higher than its 3-year average PE of 1.8x.
- The 3-year average PS ratio of 5.2x is higher than the industry's current PS ratio of 4.7x.
Past Earnings Growth
- Total earnings for the Real Estate industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 2.8% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Swedish Real Estate sector?
| SE Market | 3.36% | |
| Real Estate | 4.53% | |
| Real Estate | 4.53% | |
Industry PE
- Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio of 1.8x.
- Analysts are expecting annual earnings growth of 8.0%, which is lower than the prior year's growth of 41.0% per year.
- Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 1.8x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 8.0% over the next 5 years.
- However this is lower than its past earnings growth rate of 41% per year.
- In contrast, the Real Estate industry is expected to see its earnings grow by 8.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SAGA A AB Sagax | SEK 164.50 | 8.9% +SEK 6.3b | -25.9% | PE16.8x | |
| BALD B Fastighets AB Balder | SEK 54.42 | 6.6% +SEK 4.0b | -23.8% | PE9.1x | |
| CAST Castellum | SEK 133.05 | 5.6% +SEK 3.2b | 8.6% | PE27x | |
| CATE Catena | SEK 435.60 | 6.2% +SEK 1.7b | -10.5% | PE17.2x | |
| ALTRA Altra Fastigheter | SEK 74.20 | 12.0% +SEK 1.5b | -23.1% | PE20.6x |