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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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 12 Jul 2025 | US$12.6b | US$1.3b | -US$610,559,327.81 | 31.1x | -20.6x | 9.4x |
| Mon, 09 Jun 2025 | US$21.0b | US$1.3b | -US$541,748,756.70 | 30.3x | -38.8x | 15.8x |
| Wed, 07 May 2025 | US$22.3b | US$1.3b | -US$672,577,456.04 | 29.1x | -33.2x | 17.2x |
| Fri, 04 Apr 2025 | US$21.2b | US$1.3b | -US$701,948,855.09 | 28.2x | -30.2x | 16.1x |
| Sun, 02 Mar 2025 | US$22.8b | US$1.4b | -US$708,689,218.47 | 31.5x | -32.2x | 16.4x |
| Tue, 28 Jan 2025 | US$23.3b | US$1.3b | -US$991,578,367.46 | 31.7x | -23.5x | 17.6x |
| Thu, 26 Dec 2024 | US$20.9b | US$1.3b | -US$938,107,595.50 | 27.7x | -22.3x | 15.5x |
| Sat, 23 Nov 2024 | US$21.1b | US$1.3b | -US$944,203,182.43 | 50.2x | -22.3x | 15.7x |
| Mon, 21 Oct 2024 | US$19.9b | US$1.3b | -US$1,658,602,392.24 | 39.5x | -12x | 15.3x |
| Wed, 18 Sep 2024 | US$13.4b | US$2.4b | -US$1,068,012,371.11 | 34.9x | -12.6x | 5.7x |
| Fri, 16 Aug 2024 | US$11.4b | US$2.3b | -US$1,037,578,870.47 | 32.2x | -11x | 4.9x |
| Sun, 14 Jul 2024 | US$12.4b | US$2.0b | US$28.1m | 30.8x | 441.5x | 6.2x |
| Tue, 11 Jun 2024 | US$11.6b | US$2.0b | US$68.1m | 24.9x | 170.3x | 5.9x |
| Thu, 09 May 2024 | US$10.4b | US$1.9b | -US$4,670,173.18 | 26.8x | -2219.1x | 5.5x |
| Sat, 06 Apr 2024 | US$10.8b | US$2.0b | -US$166,448,885.08 | 29.6x | -64.7x | 5.5x |
| Mon, 04 Mar 2024 | US$8.8b | US$1.9b | US$94.9m | 9.3x | 93x | 4.5x |
| Wed, 31 Jan 2024 | US$9.6b | US$2.8b | US$4.9m | 9.5x | 1983.3x | 3.4x |
| Fri, 29 Dec 2023 | US$9.1b | US$2.8b | US$17.7m | 9.5x | 513.8x | 3.2x |
| Sun, 26 Nov 2023 | US$8.5b | US$2.7b | -US$66,983,875.00 | 21.8x | -126.6x | 3.1x |
| Tue, 24 Oct 2023 | US$7.3b | US$3.6b | US$457.7m | 34.1x | 15.8x | 2x |
| Thu, 21 Sep 2023 | US$8.1b | US$3.6b | US$431.8m | 37x | 18.7x | 2.2x |
| Sat, 19 Aug 2023 | US$7.9b | US$3.6b | US$431.7m | 35.8x | 18.2x | 2.2x |
| Mon, 17 Jul 2023 | US$8.0b | US$3.5b | US$422.8m | 19.8x | 18.8x | 2.3x |
| Wed, 14 Jun 2023 | US$7.8b | US$3.5b | US$415.6m | 17x | 18.8x | 2.2x |
| Fri, 12 May 2023 | US$6.8b | US$3.6b | US$417.5m | 2.1x | 16.3x | 1.9x |
| Sun, 09 Apr 2023 | US$7.1b | US$3.6b | US$342.3m | 18.1x | 20.7x | 2x |
| Tue, 07 Mar 2023 | US$7.8b | US$3.6b | US$121.0m | 35.9x | 64.3x | 2.2x |
| Thu, 02 Feb 2023 | US$8.2b | US$3.4b | US$137.8m | 31.1x | 59.5x | 2.4x |
| Sat, 31 Dec 2022 | US$7.1b | US$3.4b | US$144.2m | 21.4x | 49.4x | 2.1x |
| Mon, 28 Nov 2022 | US$8.4b | US$3.5b | US$49.0m | 21.6x | 171x | 2.4x |
| Wed, 26 Oct 2022 | US$8.1b | US$2.7b | -US$407,254,525.00 | 15.7x | -19.9x | 3x |
| Fri, 23 Sep 2022 | US$8.2b | US$2.7b | -US$423,168,812.00 | 15.2x | -19.4x | 3x |
| Sun, 21 Aug 2022 | US$9.7b | US$2.7b | -US$438,313,694.00 | 22.1x | -22x | 3.6x |
| Tue, 19 Jul 2022 | US$8.9b | US$2.5b | -US$289,498,852.00 | 53.9x | -30.8x | 3.5x |
Price to Earnings Ratio
-30.8x
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 Estate | 2.74% | |
| Real Estate Operating Companies | -6.45% | |
| Real Estate Development | 3.93% | |
| Diversified Real Estate | 3.81% | |
| Real Estate Services | 3.56% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KW Kennedy-Wilson Holdings | US$7.58 | 4.3% +US$42.9m | -25.0% | PS2x | |
| SEG Seaport Entertainment Group | US$21.27 | 6.8% +US$17.1m | n/a | PS3x | |
| SRG Seritage Growth Properties | US$3.06 | 2.3% +US$3.9m | -43.3% | PB0.5x | |
| NYC American Strategic Investment | US$15.94 | 7.7% +US$3.0m | 55.5% | PS0.7x | |
| CKX CKX Lands | US$11.62 | 6.6% +US$1.5m | -10.6% | PE31.1x |