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U.S. Real Estate Services Industry Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies24
  • 7D0.5%
  • 3M-23.1%
  • 1Y-9.5%
  • YTDn/a

The Real Estate Services is pretty flat in the last 7 days, but CBRE Group has stood out, gaining 3.7%. Unfortunately though, the industry is down 9.5% over the past 12 months. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026US$118.0bUS$120.9bUS$1.2b35x101.9x1x
Wed, 11 Mar 2026US$124.0bUS$122.1bUS$1.2b33.8x107.7x1x
Fri, 06 Feb 2026US$143.0bUS$119.1bUS$2.1b33.9x68x1.2x
Sun, 04 Jan 2026US$150.0bUS$124.8bUS$2.0b33.6x76.1x1.2x
Tue, 02 Dec 2025US$157.2bUS$124.7bUS$2.0b34x80x1.3x
Thu, 30 Oct 2025US$158.3bUS$123.1bUS$1.9b37.8x83.8x1.3x
Sat, 27 Sep 2025US$161.8bUS$121.7bUS$1.8b42.2x88.3x1.3x
Mon, 25 Aug 2025US$165.7bUS$121.3bUS$1.9b38.8x86.8x1.4x
Wed, 23 Jul 2025US$146.9bUS$118.1bUS$1.7b35.9x85.5x1.2x
Fri, 20 Jun 2025US$134.8bUS$118.4bUS$1.7b32.4x81.2x1.1x
Sun, 18 May 2025US$135.4bUS$118.6bUS$1.6b31.1x82.2x1.1x
Tue, 15 Apr 2025US$126.5bUS$115.0bUS$1.3b31.6x96.5x1.1x
Thu, 13 Mar 2025US$141.3bUS$113.6bUS$1.3b37.4x106.5x1.2x
Sat, 08 Feb 2025US$147.1bUS$109.8bUS$1.1b37.6x134.2x1.3x
Mon, 06 Jan 2025US$135.2bUS$109.8bUS$1.1b38.2x123.6x1.2x
Wed, 04 Dec 2024US$148.6bUS$109.8bUS$1.1b40.8x135.5x1.4x
Fri, 01 Nov 2024US$139.0bUS$107.9bUS$1.0b45.5x133.1x1.3x
Sun, 29 Sep 2024US$137.1bUS$106.7bUS$1.0b40.8x134.2x1.3x
Tue, 27 Aug 2024US$126.7bUS$106.5bUS$1.0b38x124.7x1.2x
Thu, 25 Jul 2024US$116.3bUS$104.6bUS$995.1m35.2x116.9x1.1x
Sat, 22 Jun 2024US$109.7bUS$104.5bUS$1.1b35.7x101.7x1x
Mon, 20 May 2024US$121.7bUS$105.1bUS$1.1b32.6x106.9x1.2x
Wed, 17 Apr 2024US$108.5bUS$106.1bUS$1.2b31.4x90.6x1x
Fri, 15 Mar 2024US$117.3bUS$106.2bUS$1.2b28.4x96.9x1.1x
Sun, 11 Feb 2024US$111.7bUS$107.0b-US$60,597,073.4840.3x-1843.9x1x
Tue, 09 Jan 2024US$113.4bUS$107.1b-US$104,798,687.0041.2x-1081.6x1.1x
Thu, 07 Dec 2023US$108.4bUS$107.1b-US$107,182,209.0037.6x-1011.6x1x
Sat, 04 Nov 2023US$100.0bUS$107.1b-US$252,191,403.0038.3x-396.6x0.9x
Mon, 02 Oct 2023US$102.2bUS$110.2b-US$832,483,119.0036.6x-122.8x0.9x
Wed, 30 Aug 2023US$113.3bUS$109.5b-US$1,300,889,826.0072x-87.1x1x
Fri, 28 Jul 2023US$119.4bUS$114.4b-US$942,296,854.0027.5x-126.7x1x
Sun, 25 Jun 2023US$71.7bUS$112.5b-US$1,257,972,602.0020.2x-57x0.6x
Tue, 23 May 2023US$72.7bUS$112.6b-US$1,206,145,315.0020.9x-60.2x0.6x
Thu, 20 Apr 2023US$72.7bUS$116.3b-US$647,322,226.0011.9x-112.3x0.6x
Price to Earnings Ratio

-112.3x


Total Market Cap: US$72.7bTotal Earnings: -US$647,322,226.00Total Revenue: US$116.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Services Industry Price to Earnings3Y Average -46.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Real Estate Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 102x which is higher than its 3-year average PE of -46.7x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.98x.
Past Earnings Growth
  • Total earnings for the Real Estate Services industry have gone up over the last three years, and the industry is now profitable.
  • Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.

Industry Comparison

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

US Market3.08%
Real Estate2.86%
Real Estate0.0031%
Real Estate Services0.45%
Diversified Real Estate2.67%
Real Estate Development-3.02%
Real Estate Operating Companies-3.88%
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
CBRE CBRE GroupUS$141.223.7%
+US$1.5b		18.7%PE35.2x
BEKE KE HoldingsUS$15.845.0%
+US$873.0m		-17.9%PE42x
JLL Jones Lang LaSalleUS$317.743.6%
+US$513.5m		47.6%PE18.8x
COMP CompassUS$7.145.0%
+US$253.7m		-6.2%PS0.8x
CWK Cushman & WakefieldUS$13.224.8%
+US$139.1m		59.9%PE34.7x

Latest News

ZG
US$39.94
Zillow Group
7D
-4.5%
1Y
-35.3%

ZG: AI Execution And Listing Rule Shift Will Support Long Term Moat

Analysts have reduced Zillow Group's average price target by a double-digit dollar amount, reflecting concerns about AI disruption, litigation, regulatory scrutiny, and changes in listing distribution models, even as some view the recent selloff and competitive developments as creating an opportunity. Analyst Commentary Recent research shows a split view on Zillow Group, with several firms cutting price targets while a few upgrades and positive comments highlight areas where some see upside potential.
EXPI
US$5.91
eXp World Holdings
7D
1.0%
1Y
-37.3%

Global Virtual Brokerage And AI Platform Will Reshape Long Term Real Estate Economics

Catalysts About eXp World Holdings eXp World Holdings operates a cloud based real estate brokerage platform with a global agent network supported by virtual infrastructure, education and technology. What are the underlying business or industry changes driving this perspective?
CSGP
US$36.48
CoStar Group
7D
-11.4%
1Y
-54.1%

CoStar: A Compounding Machine In The Trash Can

Apr 11
COMP
US$7.14
Compass
7D
5.0%
1Y
-6.2%

COMP: Anywhere Integration And Housing Reset Will Drive Execution And Risk Balance

Analysts have trimmed Compass's blended price target by about $0.32 to roughly $13.58. This reflects a mix of recent target cuts and raises as they factor in updated growth, profitability and valuation assumptions.
CWK
US$13.22
Cushman & Wakefield
7D
4.8%
1Y
59.9%
CBRE
US$141.22
CBRE Group
7D
3.7%
1Y
18.7%
REAX
US$2.44
Real Brokerage
7D
-3.6%
1Y
-45.3%
JLL
US$317.74
Jones Lang LaSalle
7D
3.6%
1Y
47.6%

JLL: Fair Value View Weighs Brokerage Tailwinds Against AI Scare Trade Risks

Analysts have nudged the fair value estimate for Jones Lang LaSalle slightly lower to about $290 from roughly $291. This reflects updated price targets that balance softer commercial real estate sentiment with mixed views on valuation and future brokerage tailwinds.
NMRK
US$15.15
Newmark Group
7D
3.3%
1Y
41.5%
ASPS
US$6.72
Altisource Portfolio Solutions
7D
-3.2%
1Y
6.2%

Foreclosure And Delinquency Trends Will Support Long Term Earnings Rebound

Catalysts About Altisource Portfolio Solutions Altisource Portfolio Solutions provides real estate and mortgage services across servicing, default management and loan origination support. What are the underlying business or industry changes driving this perspective?
OPEN
US$4.32
Opendoor Technologies
7D
-6.3%
1Y
353.2%

OPEN: Margin Cohorts And Acquisition Ramp Will Support Future Earnings Turnaround

Narrative Update Analysts have raised their price targets on Opendoor Technologies by a few dollars per share, citing higher assumptions for future gross margins and contribution margins. They still expect the company to report losses relative to management's goal of achieving positive adjusted net income by year end.
BEKE
US$15.84
KE Holdings
7D
5.0%
1Y
-17.9%

BEKE: Softer Outlook And Downgrades Will Test Premium Multiple Going Forward

KE Holdings' latest analyst price target has been revised to $23 from $25, as analysts factor in softer revenue expectations and profit margins, along with a higher assumed P/E multiple for the stock. Analyst Commentary Recent Street research signals a more cautious tone around KE Holdings, with price targets trimmed and at least one downgrade highlighting rising concern around the balance between growth expectations, margins, and valuation.
MMI
US$26.20
Marcus & Millichap
7D
0.9%
1Y
-16.7%

MMI: Future Returns Will Depend On Completed Buybacks And Steady Profitability

Analysts maintained their $28.00 price target for Marcus & Millichap, citing largely unchanged assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News From October 1, 2025 to February 10, 2026, Marcus & Millichap repurchased 740,960 shares for US$20.92 million, equal to 1.9% of its shares under an existing buyback program (Key Developments).
LHAI
US$1.16
Linkhome Holdings
7D
-4.1%
1Y
n/a
RMAX
US$5.75
RE/MAX Holdings
7D
-1.0%
1Y
-22.2%
OMH
US$1.08
Ohmyhome
7D
-8.5%
1Y
-44.9%