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U.S. Real Estate Sector Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies292
- 7D-0.9%
- 3M-3.8%
- 1Y2.9%
- YTD-5.6%
Last week, the Real Estate industry hasn't moved much but Digital Realty Trust is up 5.5% in that time. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 12% annually.
Sector Valuation and Performance
Has the U.S. Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | US$1.4t | US$321.4b | US$28.7b | 28.9x | 48.9x | 4.4x |
| Wed, 12 Mar 2025 | US$1.6t | US$326.5b | US$30.0b | 31.8x | 52.7x | 4.8x |
| Fri, 07 Feb 2025 | US$1.6t | US$320.5b | US$28.3b | 31.9x | 55.4x | 4.9x |
| Sun, 05 Jan 2025 | US$1.5t | US$320.0b | US$27.4b | 31.8x | 55.9x | 4.8x |
| Tue, 03 Dec 2024 | US$1.7t | US$320.0b | US$27.4b | 34.9x | 61x | 5.2x |
| Thu, 31 Oct 2024 | US$1.6t | US$316.3b | US$26.6b | 34.3x | 60.9x | 5.1x |
| Sat, 28 Sep 2024 | US$1.6t | US$315.7b | US$27.2b | 34x | 60.5x | 5.2x |
| Mon, 26 Aug 2024 | US$1.6t | US$314.6b | US$27.1b | 33.9x | 58x | 5x |
| Wed, 24 Jul 2024 | US$1.5t | US$305.2b | US$26.9b | 33.2x | 55.4x | 4.9x |
| Fri, 21 Jun 2024 | US$1.4t | US$306.5b | US$27.7b | 30.3x | 50.2x | 4.5x |
| Sun, 19 May 2024 | US$1.4t | US$306.9b | US$27.9b | 30.9x | 50.8x | 4.6x |
| Tue, 16 Apr 2024 | US$1.4t | US$306.7b | US$27.8b | 28.6x | 48.9x | 4.4x |
| Thu, 14 Mar 2024 | US$1.4t | US$305.7b | US$28.1b | 29.4x | 50.8x | 4.7x |
| Sat, 10 Feb 2024 | US$1.4t | US$306.0b | US$26.3b | 30x | 52.5x | 4.5x |
| Mon, 08 Jan 2024 | US$1.5t | US$323.0b | US$26.6b | 30.9x | 55.8x | 4.6x |
| Wed, 06 Dec 2023 | US$1.4t | US$323.0b | US$26.5b | 29.3x | 54.4x | 4.5x |
| Fri, 03 Nov 2023 | US$1.3t | US$325.9b | US$26.6b | 27.8x | 47.5x | 3.9x |
| Sun, 01 Oct 2023 | US$1.3t | US$325.2b | US$31.5b | 26.8x | 41.4x | 4x |
| Tue, 29 Aug 2023 | US$1.4t | US$323.2b | US$31.2b | 28.5x | 44.2x | 4.3x |
| Thu, 27 Jul 2023 | US$1.5t | US$326.3b | US$34.5b | 26.4x | 42.3x | 4.5x |
| Sat, 24 Jun 2023 | US$1.4t | US$322.9b | US$34.0b | 23x | 40.3x | 4.2x |
| Mon, 22 May 2023 | US$1.3t | US$314.9b | US$35.5b | 23.4x | 36.9x | 4.2x |
| Wed, 19 Apr 2023 | US$1.4t | US$316.3b | US$37.7b | 24.6x | 35.9x | 4.3x |
| Fri, 17 Mar 2023 | US$1.3t | US$315.4b | US$38.1b | 23.6x | 35.2x | 4.3x |
| Sun, 12 Feb 2023 | US$1.5t | US$307.0b | US$43.1b | 24.7x | 33.8x | 4.7x |
| Tue, 10 Jan 2023 | US$1.4t | US$311.4b | US$45.1b | 23.3x | 30.1x | 4.4x |
| Thu, 08 Dec 2022 | US$1.4t | US$311.1b | US$45.1b | 24.7x | 30.3x | 4.4x |
| Sat, 05 Nov 2022 | US$1.3t | US$304.9b | US$44.7b | 24.6x | 29.2x | 4.3x |
| Mon, 03 Oct 2022 | US$1.3t | US$307.4b | US$41.4b | 23.8x | 30.8x | 4.1x |
| Wed, 31 Aug 2022 | US$1.5t | US$307.5b | US$41.4b | 27.4x | 35.4x | 4.8x |
| Fri, 29 Jul 2022 | US$1.5t | US$295.5b | US$40.9b | 29.4x | 36.3x | 5x |
| Sun, 26 Jun 2022 | US$1.5t | US$294.6b | US$41.1b | 27.5x | 35.6x | 5x |
| Tue, 24 May 2022 | US$1.5t | US$295.4b | US$41.6b | 28.4x | 36.2x | 5.1x |
| Thu, 21 Apr 2022 | US$1.8t | US$276.2b | US$38.9b | 37.2x | 45.9x | 6.5x |
Price to Earnings Ratio
45.9x
Current Industry PE
- Investors are optimistic on the American Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 48.9x which is higher than its 3-year average PE of 45.5x.
- The industry is trading close to its 3-year average PS ratio of 4.6x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 9.0% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.7% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the U.S. Real Estate sector?
| US Market | 5.42% | |
| Real Estate | -0.85% | |
| Hotel and Resort REITs | 1.97% | |
| Retail REITs | 0.46% | |
| Specialized REITs | -0.35% | |
| Health Care REITs | -0.66% | |
| Residential REITs | -1.17% | |
| Office REITs | -1.81% | |
| Real Estate | -1.85% | |
| Industrial REITs | -2.54% | |
| REITS | -2.66% | |
Industry PE
- Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 969x.
- Analysts are expecting annual earnings growth of 29.8%, which is higher than its past year's earnings growth of 6.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings growth rate of 6.7% per year.
- In contrast, the REITS industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| DLR Digital Realty Trust | US$145.09 | 5.5% +US$2.6b | 1.8% | PB2.4x | |
| CSGP CoStar Group | US$77.39 | 6.6% +US$2.0b | -14.3% | PE228.8x | |
| IRM Iron Mountain | US$83.44 | 8.1% +US$1.8b | 9.8% | PE136x | |
| EQIX Equinix | US$776.83 | 1.4% +US$1.4b | 1.7% | PB5.6x | |
| LAMR Lamar Advertising | US$113.01 | 7.6% +US$817.1m | 1.2% | PB11.1x |
