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U.S. Real Estate Operating Companies Industry Analysis

UpdatedJul 11, 2025
DataAggregated Company Financials
Companies54
  • 7D-6.4%
  • 3M6.5%
  • 1Y23.3%
  • YTDn/a

Over the last 7 days, the Real Estate Operating Companies industry has dropped 6.4%, driven by a pullback from LandBridge of 11%. In the past year, the industry has gained 23%. As for the next few years, earnings are expected to grow by 55% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 12 Jul 2025US$12.6bUS$1.3b-US$610,559,327.8131.1x-20.6x9.4x
Mon, 09 Jun 2025US$21.0bUS$1.3b-US$541,748,756.7030.3x-38.8x15.8x
Wed, 07 May 2025US$22.3bUS$1.3b-US$672,577,456.0429.1x-33.2x17.2x
Fri, 04 Apr 2025US$21.2bUS$1.3b-US$701,948,855.0928.2x-30.2x16.1x
Sun, 02 Mar 2025US$22.8bUS$1.4b-US$708,689,218.4731.5x-32.2x16.4x
Tue, 28 Jan 2025US$23.3bUS$1.3b-US$991,578,367.4631.7x-23.5x17.6x
Thu, 26 Dec 2024US$20.9bUS$1.3b-US$938,107,595.5027.7x-22.3x15.5x
Sat, 23 Nov 2024US$21.1bUS$1.3b-US$944,203,182.4350.2x-22.3x15.7x
Mon, 21 Oct 2024US$19.9bUS$1.3b-US$1,658,602,392.2439.5x-12x15.3x
Wed, 18 Sep 2024US$13.4bUS$2.4b-US$1,068,012,371.1134.9x-12.6x5.7x
Fri, 16 Aug 2024US$11.4bUS$2.3b-US$1,037,578,870.4732.2x-11x4.9x
Sun, 14 Jul 2024US$12.4bUS$2.0bUS$28.1m30.8x441.5x6.2x
Tue, 11 Jun 2024US$11.6bUS$2.0bUS$68.1m24.9x170.3x5.9x
Thu, 09 May 2024US$10.4bUS$1.9b-US$4,670,173.1826.8x-2219.1x5.5x
Sat, 06 Apr 2024US$10.8bUS$2.0b-US$166,448,885.0829.6x-64.7x5.5x
Mon, 04 Mar 2024US$8.8bUS$1.9bUS$94.9m9.3x93x4.5x
Wed, 31 Jan 2024US$9.6bUS$2.8bUS$4.9m9.5x1983.3x3.4x
Fri, 29 Dec 2023US$9.1bUS$2.8bUS$17.7m9.5x513.8x3.2x
Sun, 26 Nov 2023US$8.5bUS$2.7b-US$66,983,875.0021.8x-126.6x3.1x
Tue, 24 Oct 2023US$7.3bUS$3.6bUS$457.7m34.1x15.8x2x
Thu, 21 Sep 2023US$8.1bUS$3.6bUS$431.8m37x18.7x2.2x
Sat, 19 Aug 2023US$7.9bUS$3.6bUS$431.7m35.8x18.2x2.2x
Mon, 17 Jul 2023US$8.0bUS$3.5bUS$422.8m19.8x18.8x2.3x
Wed, 14 Jun 2023US$7.8bUS$3.5bUS$415.6m17x18.8x2.2x
Fri, 12 May 2023US$6.8bUS$3.6bUS$417.5m2.1x16.3x1.9x
Sun, 09 Apr 2023US$7.1bUS$3.6bUS$342.3m18.1x20.7x2x
Tue, 07 Mar 2023US$7.8bUS$3.6bUS$121.0m35.9x64.3x2.2x
Thu, 02 Feb 2023US$8.2bUS$3.4bUS$137.8m31.1x59.5x2.4x
Sat, 31 Dec 2022US$7.1bUS$3.4bUS$144.2m21.4x49.4x2.1x
Mon, 28 Nov 2022US$8.4bUS$3.5bUS$49.0m21.6x171x2.4x
Wed, 26 Oct 2022US$8.1bUS$2.7b-US$407,254,525.0015.7x-19.9x3x
Fri, 23 Sep 2022US$8.2bUS$2.7b-US$423,168,812.0015.2x-19.4x3x
Sun, 21 Aug 2022US$9.7bUS$2.7b-US$438,313,694.0022.1x-22x3.6x
Tue, 19 Jul 2022US$8.9bUS$2.5b-US$289,498,852.0053.9x-30.8x3.5x
Price to Earnings Ratio

-30.8x


Total Market Cap: US$8.9bTotal Earnings: -US$289,498,852.00Total Revenue: US$2.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Operating Companies Industry Price to Earnings3Y Average 50.8x202320242025
Current Industry PE
  • Investors are optimistic on the American Real Estate Operating Companies industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 6.5x is lower than the industry's current PS ratio of 9.4x.
Past Earnings Growth
  • The earnings for companies in the Real Estate Operating Companies industry have deteriorated over the last three years.
  • Revenues have also declined 19% per year.
  • This means overall sales from these companies are declining and losses are subsequently expanding as well.

Industry Comparison

How does U.S. Real Estate Operating Companies compare with similar industries?

US Market-0.11%
Real Estate-0.27%
Real Estate2.74%
Real Estate Operating Companies-6.45%
Real Estate Development3.93%
Diversified Real Estate3.81%
Real Estate Services3.56%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
KW Kennedy-Wilson HoldingsUS$7.584.3%
+US$42.9m
-25.0%PS2x
SEG Seaport Entertainment GroupUS$21.276.8%
+US$17.1m
n/aPS3x
SRG Seritage Growth PropertiesUS$3.062.3%
+US$3.9m
-43.3%PB0.5x
NYC American Strategic InvestmentUS$15.947.7%
+US$3.0m
55.5%PS0.7x
CKX CKX LandsUS$11.626.6%
+US$1.5m
-10.6%PE31.1x

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