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U.S. Real Estate Sector Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
  • 7D-1.8%
  • 3M-0.2%
  • 1Y21.6%
  • YTD23.1%

Over the last 7 days, the Real Estate industry has dropped 1.8%, driven by a pullback from KE Holdings of 12%. This takes the industry's 12 month performance to a gain of 22%.

Sector Valuation and Performance

Has the U.S. Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Mon, 29 Nov 2021US$1.7tUS$268.9bUS$30.1b39.5x
Wed, 27 Oct 2021US$1.7tUS$250.7bUS$24.8b47.6x
Fri, 24 Sep 2021US$1.7tUS$249.9bUS$23.9b45.3x
Sun, 22 Aug 2021US$1.6tUS$249.2bUS$23.7b44.4x
Fri, 09 Jul 2021US$1.6tUS$247.9bUS$23.9b45x
Thu, 01 Apr 2021US$1.4tUS$223.5bUS$17.9b40.1x
Sun, 03 Jan 2021US$1.3tUS$224.7bUS$16.7b40x
Wed, 07 Oct 2020US$1.1tUS$214.6bUS$18.6b33.9x
Tue, 30 Jun 2020US$1.1tUS$209.5bUS$22.3b32.5x
Fri, 03 Apr 2020US$949.9bUS$221.9bUS$28.7b26.6x
Mon, 06 Jan 2020US$1.3tUS$227.9bUS$32.8b38.5x
Thu, 10 Oct 2019US$1.3tUS$225.7bUS$32.2b36.8x
Wed, 03 Jul 2019US$1.2tUS$224.2bUS$34.1b33.3x
Sat, 06 Apr 2019US$1.2tUS$222.1bUS$32.2b31.4x
Tue, 08 Jan 2019US$1.0tUS$218.3bUS$32.1b27x
PE Ratio


Total Market Cap: US$1.1tTotal Earnings: US$31.8bTotal Revenue: US$216.2b0%0%0%3 Year10 Year

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 35.9x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Real Estate industry have remained mostly flat over the last three years, while revenues for these companies have grown 7.5% 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 and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate sector?

Real Estate-6.09%

Industry PE: Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio of 39.0x. However analysts are expecting annual earnings growth of 9.5%, which is lower than the prior year's growth of 29% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Real Estate industry, which is trading below its 3-year average of 19.9x.

Forecasted Growth: Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 43% over the next 5 years. However this is lower than its past earnings growth rate of 84% per year. Meanwhile, the REITS industry is expected to see its earnings grow by 9.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

AMT American Tower0.7%+US$860.7m12.3%PB22.1x
DBRG DigitalBridge Group7.1%+US$709.6m85.8%PB4.4x
SBAC SBA Communications1.8%+US$659.2m22.9%PE129.7x
EQIX Equinix0.7%+US$478.1m13.3%PB6.8x
WY Weyerhaeuser1.0%+US$284.6m33.8%PB2.8x
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