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U.S. Real Estate Industry Analysis

UpdatedNov 30, 2022
DataAggregated Company Financials
Companies117
  • 7D2.4%
  • 3M-9.3%
  • 1Y-36.8%
  • YTD-40.9%

The Real Estate industry is up 2.4% in the last week, with KE Holdings up 7.4%. In the past year, the industry is down 37%. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022US$88.0bUS$127.5bUS$781.2m9.7x112.7x0.7x
Fri, 28 Oct 2022US$81.0bUS$130.0bUS$1.4b7.8x57.1x0.6x
Sun, 25 Sep 2022US$86.9bUS$130.0bUS$1.4b7.8x62x0.7x
Tue, 23 Aug 2022US$108.5bUS$131.8bUS$1.8b8.8x60.8x0.8x
Thu, 21 Jul 2022US$101.2bUS$125.7bUS$2.8b10.6x36.8x0.8x
Sat, 18 Jun 2022US$89.4bUS$125.8bUS$2.7b8.7x32.7x0.7x
Mon, 16 May 2022US$102.7bUS$125.5bUS$3.2b10.1x32.1x0.8x
Wed, 13 Apr 2022US$113.9bUS$113.4bUS$2.9b14.4x38.9x1x
Fri, 11 Mar 2022US$115.2bUS$113.2bUS$2.9b13.9x40.2x1x
Sun, 06 Feb 2022US$136.1bUS$100.8bUS$2.9b16x47.6x1.3x
Tue, 04 Jan 2022US$153.0bUS$99.5bUS$2.8b17.7x55.6x1.5x
Thu, 02 Dec 2021US$140.5bUS$98.8bUS$2.9b16.4x48.6x1.4x
Sat, 30 Oct 2021US$144.9bUS$88.3bUS$3.2b24x45.2x1.6x
Mon, 27 Sep 2021US$132.9bUS$86.7bUS$2.9b26.3x45.3x1.5x
Wed, 25 Aug 2021US$128.2bUS$85.8bUS$2.8b20.3x45.1x1.5x
Thu, 01 Jul 2021US$154.5bUS$85.3bUS$2.9b21.4x53.5x1.8x
Sun, 04 Apr 2021US$157.5bUS$73.5bUS$1.8b21.3x85.9x2.1x
Wed, 06 Jan 2021US$149.9bUS$71.0bUS$595.6m29.4x251.6x2.1x
Sat, 10 Oct 2020US$115.6bUS$67.3bUS$637.5m24.8x181.4x1.7x
Fri, 03 Jul 2020US$43.6bUS$58.4bUS$859.9m21.3x50.6x0.7x
Mon, 06 Apr 2020US$35.8bUS$60.8bUS$1.5b12.8x24.6x0.6x
Thu, 09 Jan 2020US$59.1bUS$59.9bUS$2.1b25.5x27.6x1x
Price to Earnings Ratio

27.3x


Total Market Cap: US$56.5bTotal Earnings: US$2.1bTotal Revenue: US$58.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Industry Price to Earnings3Y Average 92x202020212022
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 113x which is higher than its 3-year average PE of 92.0x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.69x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 28% per year over the last three years.
  • Meanwhile revenues for these companies have grown 30% 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 industry?

US Market-0.94%
Real Estate-0.30%
Real Estate2.36%
Diversified Real Estate3.07%
Real Estate Services2.74%
Real Estate Development1.31%
Real Estate Operating Companies-0.55%
Industry PE
  • Investors are most optimistic about the Real Estate Operating Companies industry which is trading above its 3-year average PE ratio of 36.7x.
    • Analysts are expecting annual earnings growth of 62.8%, which is higher than its past year's earnings decline of 5.9% per year.
  • Investors are most pessimistic about the Diversified Real Estate industry, which is trading below its 3-year average of 55.1x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate Operating Companies industry, expecting annual earnings growth of 63% over the next 5 years.
  • This is better than its past earnings decline of 5.9% per year.
  • In contrast, the Real Estate Development 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?

CompanyLast Price7D1YValuation
BEKE KE HoldingsUS$15.117.4%
+US$1.3b
-24.5%PB2x
ZG Zillow GroupUS$34.812.1%
+US$173.5m
-35.7%PB1.8x
CBRE CBRE GroupUS$76.460.6%
+US$148.4m
-20.0%PB3x
EXPI eXp World HoldingsUS$12.185.8%
+US$102.3m
-66.8%PB7.3x
JOE St. JoeUS$37.984.8%
+US$100.9m
-20.9%PB3.6x
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Latest News

CBRE

US$76.46

CBRE Group

7D

0.6%

1Y

-20.0%

DBRG

US$14.00

DigitalBridge Group

7D

-3.7%

1Y

-56.0%

OPEN

US$1.75

Opendoor Technologies

7D

6.7%

1Y

-89.0%

HHC

US$71.26

Howard Hughes

7D

2.5%

1Y

-13.1%

MMI

US$36.69

Marcus & Millichap

7D

-1.7%

1Y

-14.4%

GGE

US$3.10

Green Giant

7D

-11.8%

1Y

56.3%

BEKE

US$15.11

KE Holdings

7D

7.4%

1Y

-24.5%

DOMA

US$0.41

Doma Holdings

7D

-4.2%

1Y

-93.5%

JOE

US$37.98

St. Joe

7D

4.8%

1Y

-20.9%

CWK

US$11.11

Cushman & Wakefield

7D

-0.3%

1Y

-37.2%

COMP

US$2.69

Compass

7D

-2.5%

1Y

-71.9%

ASPS

US$15.72

Altisource Portfolio Solutions

7D

-3.5%

1Y

48.7%

ZG

US$34.81

Zillow Group

7D

2.1%

1Y

-35.7%

HOUS

US$6.98

Anywhere Real Estate

7D

7.7%

1Y

-54.0%