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U.S. Real Estate Industry Analysis

UpdatedDec 01, 2021
DataAggregated Company Financials
Companies123
  • 7D-5.8%
  • 3M-14.2%
  • 1Y-26.2%
  • YTD-28.9%

Over the last 7 days, the Real Estate industry has dropped 5.8%, driven by a pullback from CBRE Group of 8.0%. However, the industry is down 26% over the past year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Wed, 01 Dec 2021US$140.6bUS$98.8bUS$2.9b16.5x
Fri, 29 Oct 2021US$144.3bUS$86.9bUS$2.9b25.6x
Sun, 26 Sep 2021US$132.8bUS$86.7bUS$2.9b26.3x
Tue, 24 Aug 2021US$127.6bUS$85.8bUS$2.8b20.1x
Wed, 30 Jun 2021US$154.5bUS$85.3bUS$2.9b21.4x
Sat, 03 Apr 2021US$157.5bUS$73.5bUS$1.8b21.3x
Tue, 05 Jan 2021US$149.9bUS$71.0bUS$595.6m29.4x
Fri, 09 Oct 2020US$115.6bUS$67.3bUS$637.5m24.8x
Thu, 02 Jul 2020US$43.6bUS$58.4bUS$859.9m21.3x
Sun, 05 Apr 2020US$35.8bUS$60.8bUS$1.5b12.8x
Wed, 08 Jan 2020US$59.1bUS$59.9bUS$2.1b25.5x
Tue, 01 Oct 2019US$52.7bUS$58.5bUS$2.1b20.3x
Fri, 05 Jul 2019US$51.1bUS$57.4bUS$2.5b13.9x
Mon, 08 Apr 2019US$51.1bUS$55.8bUS$2.6b15.1x
Thu, 10 Jan 2019US$43.3bUS$55.1bUS$2.5b12.7x
PE Ratio

14x

Total Market Cap: US$49.0bTotal Earnings: US$2.7bTotal Revenue: US$53.0b0%0%0%3 Year10 Year
201920202021

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 20.0x. 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 23% 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 industry?

Diversified Real Estate-3.33%
Real Estate Development-3.99%
Real Estate Services-4.37%
Real Estate Operating Companies-5.37%

Industry PE: Investors are most optimistic about the Diversified Real Estate industry even though it's trading below its 3-year average PE ratio of 38.1x. However analysts are expecting annual earnings decline of 2.1%, which is lower than the prior year's growth of 53% per year. So the market might believe that analysts are underestimating future growth or they expect the Diversified Real Estate industry's earnings to deteriorate the least compared to other industries. Meanwhile, investors are most pessimistic about the Real Estate Development industry, which is trading below its 3-year average of 11.3x.

Forecasted Growth: Analysts are most optimistic on the Real Estate Development industry, expecting annual earnings growth of 135% over the next 5 years. This is better than its past earnings decline of 7.4% per year. Meanwhile, the Real Estate Operating Companies industry is expected to see its earnings decline by 102% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
OPAD Offerpad Solutions4.5%+US$76.3mn/aPB7.3x
COMP Compass1.6%+US$61.0mn/aPB3.8x
DOMA Doma Holdings2.4%+US$48.4mn/aPB5.3x
EXPI eXp World Holdings0.4%+US$19.2m36.1%PB28.7x
TCI Transcontinental Realty Investors3.7%+US$12.4m54.0%PB1x
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WE

US$8.69

WeWork

7D

-4.2%

1Y

-14.2%