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U.S. Real Estate Industry Analysis
UpdatedMay 17, 2025
DataAggregated Company Financials
Companies118
- 7D2.6%
- 3M-7.1%
- 1Y5.0%
- YTD1.2%
In the last week, the Real Estate industry is up 1.2%, with CBRE Group up 3.8%. In the same time, Compass was down 21%. This takes the industry's 12 month performance to a gain of 3.6%. As for the next few years, earnings are expected to grow by 31% per annum.
Industry Valuation and Performance
Has the U.S. Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 17 May 2025 | US$167.1b | US$124.8b | US$1.4b | 18.3x | 119.6x | 1.3x |
| Mon, 14 Apr 2025 | US$154.7b | US$121.8b | US$1.1b | 18.3x | 144.4x | 1.3x |
| Wed, 12 Mar 2025 | US$173.5b | US$120.3b | US$1.0b | 31x | 166.4x | 1.4x |
| Fri, 07 Feb 2025 | US$179.6b | US$116.0b | -US$47,497,533.07 | 28x | -3780.2x | 1.5x |
| Sun, 05 Jan 2025 | US$168.1b | US$116.0b | -US$29,956,196.98 | 27.4x | -5610.4x | 1.4x |
| Tue, 03 Dec 2024 | US$184.7b | US$116.0b | US$4.5m | 33.8x | 41131x | 1.6x |
| Thu, 31 Oct 2024 | US$169.2b | US$113.9b | -US$1,087,731,778.23 | 39.1x | -155.5x | 1.5x |
| Sat, 28 Sep 2024 | US$172.3b | US$113.9b | -US$556,911,013.08 | 36.6x | -309.4x | 1.5x |
| Mon, 26 Aug 2024 | US$152.3b | US$113.0b | -US$549,377,071.85 | 31.7x | -277.2x | 1.3x |
| Wed, 24 Jul 2024 | US$141.2b | US$110.6b | US$542.6m | 27.3x | 260.2x | 1.3x |
| Fri, 21 Jun 2024 | US$132.1b | US$110.6b | US$546.5m | 27.5x | 241.7x | 1.2x |
| Sun, 19 May 2024 | US$145.1b | US$111.2b | US$627.5m | 28.8x | 231.3x | 1.3x |
| Tue, 16 Apr 2024 | US$133.9b | US$113.4b | US$233.8m | 28.3x | 572.8x | 1.2x |
| Thu, 14 Mar 2024 | US$138.5b | US$113.1b | US$488.6m | 20.7x | 283.5x | 1.2x |
| Sat, 10 Feb 2024 | US$132.8b | US$115.4b | -US$663,435,747.77 | 21.7x | -200.1x | 1.2x |
| Mon, 08 Jan 2024 | US$134.7b | US$115.3b | -US$636,971,048.00 | 23.3x | -211.4x | 1.2x |
| Wed, 06 Dec 2023 | US$129.0b | US$115.1b | -US$812,039,051.00 | 24.2x | -158.8x | 1.1x |
| Fri, 03 Nov 2023 | US$112.2b | US$118.5b | -US$685,743,932.00 | 27.7x | -163.7x | 0.9x |
| Sun, 01 Oct 2023 | US$121.2b | US$119.3b | -US$361,552,615.00 | 27.4x | -335.1x | 1x |
| Tue, 29 Aug 2023 | US$127.7b | US$117.2b | -US$628,172,159.00 | 31.1x | -203.2x | 1.1x |
| Thu, 27 Jul 2023 | US$139.3b | US$122.0b | -US$154,184,139.00 | 26.9x | -903.2x | 1.1x |
| Sat, 24 Jun 2023 | US$89.0b | US$120.0b | -US$495,260,892.00 | 23.4x | -179.8x | 0.7x |
| Mon, 22 May 2023 | US$88.2b | US$121.0b | -US$508,257,235.00 | 20.7x | -173.5x | 0.7x |
| Wed, 19 Apr 2023 | US$90.0b | US$125.4b | -US$325,547,457.00 | 13.4x | -276.5x | 0.7x |
| Fri, 17 Mar 2023 | US$90.4b | US$125.5b | -US$717,968,437.00 | 12.2x | -125.9x | 0.7x |
| Sun, 12 Feb 2023 | US$102.6b | US$128.0b | US$890.4m | 11.5x | 115.2x | 0.8x |
| Tue, 10 Jan 2023 | US$93.6b | US$128.0b | US$1.2b | 9.6x | 79.2x | 0.7x |
| Thu, 08 Dec 2022 | US$88.9b | US$127.7b | US$1.1b | 9.3x | 80.7x | 0.7x |
| Sat, 05 Nov 2022 | US$78.9b | US$127.7b | US$1.3b | 9.1x | 62.3x | 0.6x |
| Mon, 03 Oct 2022 | US$86.1b | US$130.0b | US$1.4b | 7.5x | 61x | 0.7x |
| Wed, 31 Aug 2022 | US$98.6b | US$130.2b | US$1.4b | 8.6x | 72.2x | 0.8x |
| Fri, 29 Jul 2022 | US$100.2b | US$125.7b | US$2.8b | 9.9x | 36.4x | 0.8x |
| Sun, 26 Jun 2022 | US$101.8b | US$125.8b | US$2.7b | 10.2x | 37.3x | 0.8x |
| Tue, 24 May 2022 | US$99.2b | US$125.8b | US$3.2b | 12.1x | 30.8x | 0.8x |
Price to Earnings Ratio
30.8x
Current Industry PE
- Investors are pessimistic on the American Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 119x which is lower than its 3-year average PE of 972x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 24% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 Market | 5.34% | |
| Real Estate | 1.41% | |
| Real Estate | 2.56% | |
| Diversified Real Estate | 3.90% | |
| Real Estate Operating Companies | 2.91% | |
| Real Estate Services | 2.76% | |
| Real Estate Development | -4.09% | |
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 31.5%, which is lower than the prior year's growth of 62.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Operating Companies industry, expecting annual earnings growth of 61% over the next 5 years.
- This is better than its past earnings growth rate of 3.3% per year.
- In contrast, the Real Estate Development industry is expected to see its earnings decline by 7.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CBRE CBRE Group | US$131.61 | 4.0% +US$1.5b | 44.2% | PE38.5x | |
| CSGP CoStar Group | US$76.99 | 3.2% +US$1.0b | -12.0% | PE277.1x | |
| ZG Zillow Group | US$68.76 | 3.0% +US$478.1m | 58.6% | PS7.2x | |
| LB LandBridge | US$84.50 | 20.4% +US$333.5m | n/a | PE3275.1x | |
| JLL Jones Lang LaSalle | US$235.94 | 2.7% +US$299.6m | 14.4% | PE20.9x |
