Narrative Update • Jun 08

Over the last 7 days, the Diversified Real Estate industry has remained flat. As for the the longer term, the industry is up 27% over the past 12 months. In the next few years, earnings are forecast to decline by 19% annually.
Has the U.S. Diversified Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | US$6.2b | US$1.3b | US$129.2m | 17.3x | 48x | 4.9x |
| Sat, 16 May 2026 | US$6.1b | US$1.3b | US$129.2m | 16.1x | 47.1x | 4.8x |
| Mon, 13 Apr 2026 | US$6.2b | US$1.3b | US$159.2m | 12.2x | 39x | 4.9x |
| Wed, 11 Mar 2026 | US$6.3b | US$1.3b | US$157.9m | 12.2x | 40x | 5x |
| Fri, 06 Feb 2026 | US$6.2b | US$1.2b | US$141.4m | 16.7x | 43.9x | 5.2x |
| Sun, 04 Jan 2026 | US$5.6b | US$1.3b | US$166.2m | 15x | 33.4x | 4.3x |
| Tue, 02 Dec 2025 | US$5.8b | US$1.3b | US$164.5m | 15.1x | 35x | 4.5x |
| Thu, 30 Oct 2025 | US$5.2b | US$1.2b | US$126.5m | 11x | 41.1x | 4.2x |
| Sat, 27 Sep 2025 | US$5.1b | US$1.2b | US$126.5m | 12x | 40.5x | 4.2x |
| Mon, 25 Aug 2025 | US$5.2b | US$1.2b | US$130.9m | 12.4x | 40.1x | 4.3x |
| Wed, 23 Jul 2025 | US$5.2b | US$1.3b | US$140.2m | 14.4x | 37x | 4.1x |
| Fri, 20 Jun 2025 | US$4.8b | US$1.3b | US$140.2m | 13.8x | 34.6x | 3.9x |
| Sun, 18 May 2025 | US$4.8b | US$1.3b | US$140.2m | 13.2x | 34.3x | 3.8x |
| Tue, 15 Apr 2025 | US$4.4b | US$1.2b | US$117.9m | 11.7x | 37.2x | 3.5x |
| Thu, 13 Mar 2025 | US$4.7b | US$1.3b | US$127.5m | 13.3x | 37x | 3.7x |
| Sat, 08 Feb 2025 | US$5.0b | US$1.2b | US$119.0m | 13.7x | 42.3x | 4.1x |
| Mon, 06 Jan 2025 | US$4.6b | US$1.2b | US$102.7m | 14.3x | 44.9x | 3.9x |
| Wed, 04 Dec 2024 | US$5.0b | US$1.2b | US$102.7m | 15.2x | 49.1x | 4.2x |
| Fri, 01 Nov 2024 | US$5.2b | US$1.2b | US$111.0m | 16x | 46.7x | 4.3x |
| Sun, 29 Sep 2024 | US$5.7b | US$1.3b | US$115.4m | 16.5x | 49.1x | 4.5x |
| Tue, 27 Aug 2024 | US$5.6b | US$1.3b | US$115.4m | 16.7x | 48.6x | 4.4x |
| Thu, 25 Jul 2024 | US$5.8b | US$1.4b | US$145.9m | 9.2x | 39.5x | 4.3x |
| Sat, 22 Jun 2024 | US$5.1b | US$1.3b | US$154.7m | 8.6x | 32.7x | 3.8x |
| Mon, 20 May 2024 | US$5.5b | US$1.3b | US$154.7m | 9.5x | 35.2x | 4.1x |
| Wed, 17 Apr 2024 | US$5.1b | US$1.3b | US$180.2m | 8.2x | 28.4x | 3.9x |
| Fri, 15 Mar 2024 | US$5.1b | US$1.3b | US$207.9m | 12.1x | 24.5x | 3.8x |
| Sun, 11 Feb 2024 | US$5.2b | US$1.3b | US$223.5m | 12.7x | 23.5x | 4x |
| Tue, 09 Jan 2024 | US$5.4b | US$1.2b | US$204.3m | 12.5x | 26.6x | 4.5x |
| Thu, 07 Dec 2023 | US$5.0b | US$1.2b | US$204.3m | 11.4x | 24.3x | 4.1x |
| Sat, 04 Nov 2023 | US$4.7b | US$1.2b | US$230.0m | 6.5x | 20.6x | 3.9x |
| Mon, 02 Oct 2023 | US$5.1b | US$1.1b | US$211.9m | 7.7x | 24.1x | 4.6x |
| Wed, 30 Aug 2023 | US$5.6b | US$1.1b | US$211.9m | 7.7x | 26.4x | 5x |
| Fri, 28 Jul 2023 | US$5.2b | US$1.1b | US$214.9m | 9.3x | 24.3x | 4.9x |
| Sun, 25 Jun 2023 | US$4.5b | US$979.4m | US$168.5m | 8.9x | 26.4x | 4.5x |
26.4x
How does U.S. Diversified Real Estate compare with similar industries?
| US Market | 2.32% | |
| Real Estate | 0.15% | |
| Real Estate | -0.62% | |
| Diversified Real Estate | -0.95% | |
| Real Estate Development | 0.86% | |
| Real Estate Services | -0.19% | |
| Real Estate Operating Companies | -6.03% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FPH Five Point Holdings | US$5.08 | 1.2% +US$4.3m | -8.6% | PE8.2x |