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U.S. Real Estate Industry Analysis

UpdatedOct 14, 2024
DataAggregated Company Financials
Companies120
  • 7D-0.2%
  • 3M14.4%
  • 1Y27.9%
  • YTD11.1%

Over the last 7 days, the Real Estate industry has remained flat, although notably CoStar Group gained 5.5%. As for the the longer term, the industry is up 28% over the past 12 months. As for the next few years, earnings are expected to grow by 36% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 15 Oct 2024US$169.2bUS$112.8b-US$1,087,882,997.7637.9x-155.5x1.5x
Thu, 12 Sep 2024US$150.9bUS$113.7b-US$491,598,293.5829.3x-306.9x1.3x
Sat, 10 Aug 2024US$142.7bUS$112.2b-US$195,533,176.8526.9x-729.6x1.3x
Mon, 08 Jul 2024US$130.1bUS$110.6bUS$542.6m28.1x239.8x1.2x
Wed, 05 Jun 2024US$138.0bUS$110.6bUS$323.3m26.7x426.9x1.2x
Fri, 03 May 2024US$132.9bUS$113.6bUS$370.4m27.3x358.7x1.2x
Sun, 31 Mar 2024US$142.6bUS$113.5bUS$416.3m31.4x342.6x1.3x
Tue, 27 Feb 2024US$133.3bUS$113.3bUS$560.3m18.8x238x1.2x
Thu, 25 Jan 2024US$134.0bUS$115.5b-US$614,901,594.0023.1x-217.9x1.2x
Sat, 23 Dec 2023US$141.6bUS$115.2b-US$729,283,919.0024.5x-194.2x1.2x
Mon, 20 Nov 2023US$123.3bUS$115.1b-US$810,348,501.0024.7x-152.2x1.1x
Wed, 18 Oct 2023US$118.8bUS$119.2b-US$365,650,901.0027.4x-325x1x
Fri, 15 Sep 2023US$128.7bUS$118.0b-US$158,374,831.0028.6x-812.4x1.1x
Sun, 13 Aug 2023US$135.1bUS$116.9b-US$610,017,566.0034.4x-221.5x1.2x
Tue, 11 Jul 2023US$130.2bUS$122.2b-US$130,031,943.0026x-1001.5x1.1x
Thu, 08 Jun 2023US$93.1bUS$120.8b-US$526,980,464.0026x-176.6x0.8x
Sat, 06 May 2023US$87.6bUS$121.3b-US$1,286,804,688.0018.6x-68.1x0.7x
Mon, 03 Apr 2023US$91.7bUS$125.4b-US$417,624,610.0013.6x-219.5x0.7x
Wed, 01 Mar 2023US$96.3bUS$126.1b-US$648,998,098.0013.8x-148.3x0.8x
Fri, 27 Jan 2023US$101.2bUS$127.6bUS$1.0b12.3x96.9x0.8x
Sun, 25 Dec 2022US$84.3bUS$127.6bUS$1.2b9x69.7x0.7x
Tue, 22 Nov 2022US$86.1bUS$127.4bUS$776.4m9.5x110.9x0.7x
Thu, 20 Oct 2022US$78.2bUS$129.6bUS$1.5b7.8x53.2x0.6x
Sat, 17 Sep 2022US$95.1bUS$130.1bUS$1.4b7.8x68.8x0.7x
Mon, 15 Aug 2022US$108.5bUS$131.9bUS$1.9b10.4x58.6x0.8x
Wed, 13 Jul 2022US$97.7bUS$125.7bUS$2.7b10.5x35.9x0.8x
Fri, 10 Jun 2022US$102.9bUS$125.8bUS$2.7b9.8x37.6x0.8x
Sun, 08 May 2022US$100.7bUS$121.6bUS$2.6b13.3x38.2x0.8x
Tue, 05 Apr 2022US$126.0bUS$113.5bUS$2.9b14.7x43x1.1x
Thu, 03 Mar 2022US$133.5bUS$114.1bUS$3.2b13.8x41.6x1.2x
Sat, 29 Jan 2022US$130.9bUS$100.9bUS$2.9b15.5x45.7x1.3x
Mon, 27 Dec 2021US$149.8bUS$99.4bUS$2.8b17.3x54.4x1.5x
Wed, 24 Nov 2021US$149.2bUS$98.7bUS$2.9b18x51.5x1.5x
Fri, 22 Oct 2021US$147.2bUS$86.9bUS$2.9b24.3x50.2x1.7x
Price to Earnings Ratio

50.2x


Total Market Cap: US$147.2bTotal Earnings: US$2.9bTotal Revenue: US$86.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Industry Price to Earnings3Y Average -48.6x202220232024
Current Industry PE
  • Investors are optimistic on the American Real Estate industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • Total earnings for the Real Estate industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 9.1% 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 Market1.47%
Real Estate-0.0078%
Real Estate-0.19%
Real Estate Services0.073%
Diversified Real Estate-0.079%
Real Estate Development-0.53%
Real Estate Operating Companies-2.00%
Industry PE
  • Investors are most optimistic about the Real Estate Services industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 33.7%, which is higher than its past year's earnings decline of 5.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate Operating Companies industry, expecting annual earnings growth of 97% over the next 5 years.
  • This is better than its past earnings growth rate of 7.0% per year.
  • In contrast, the Diversified Real Estate industry is expected to see its earnings grow by 7.2% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
CSGP CoStar GroupUS$77.345.5%
+US$1.7b
-5.2%PE148.9x
CBRE CBRE GroupUS$122.092.4%
+US$864.5m
68.6%PE39.8x
MRNO Murano Global InvestmentsUS$8.726.6%
+US$484.6m
-21.0%PS340.7x
ZG Zillow GroupUS$60.823.3%
+US$446.7m
47.4%PS6.8x
JLL Jones Lang LaSalleUS$267.192.9%
+US$355.5m
101.5%PE33.1x
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Latest News

DOUG

US$1.49

Douglas Elliman

7D

-9.1%

1Y

-29.0%

KW

US$10.69

Kennedy-Wilson Holdings

7D

-1.2%

1Y

-23.1%

BEKE

US$22.31

KE Holdings

7D

-8.2%

1Y

40.4%

COMP

US$5.94

Compass

7D

4.8%

1Y

172.5%

ZG

US$60.82

Zillow Group

7D

3.3%

1Y

47.4%

CSGP

US$77.34

CoStar Group

7D

5.5%

1Y

-5.2%

HOUS

US$4.64

Anywhere Real Estate

7D

-4.5%

1Y

-1.3%

MRNO

US$8.72

Murano Global Investments

7D

6.6%

1Y

-21.0%

RITR

US$4.42

Reitar Logtech Holdings

7D

-15.0%

1Y

n/a

LPA

US$8.55

Logistic Properties of the Americas

7D

-5.5%

1Y

-18.6%