U.S. Real Estate Sector Analysis
UpdatedMay 22, 2024
DataAggregated Company Financials
Companies288
- 7D0.4%
- 3M-0.09%
- 1Y6.4%
- YTD-5.0%
The Real Estate industry has stayed flat over the last week. As for the the longer term, the industry is up 6.4% over the past 12 months. Looking forward, earnings are forecast to grow by 9.6% annually.
Sector Valuation and Performance
Has the U.S. Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 May 2024 | US$1.4t | US$306.9b | US$27.9b | 30.3x | 50.5x | 4.6x |
| Sat, 20 Apr 2024 | US$1.3t | US$306.6b | US$28.0b | 29x | 46.7x | 4.3x |
| Mon, 18 Mar 2024 | US$1.4t | US$306.1b | US$28.2b | 29.2x | 49.7x | 4.6x |
| Wed, 14 Feb 2024 | US$1.4t | US$306.5b | US$26.6b | 29.9x | 51x | 4.4x |
| Fri, 12 Jan 2024 | US$1.5t | US$323.0b | US$26.6b | 30.7x | 56.3x | 4.6x |
| Sun, 10 Dec 2023 | US$1.4t | US$323.1b | US$26.5b | 29.7x | 52.7x | 4.3x |
| Tue, 07 Nov 2023 | US$1.3t | US$323.9b | US$28.0b | 27.5x | 47.5x | 4.1x |
| Thu, 05 Oct 2023 | US$1.3t | US$325.2b | US$31.5b | 26.4x | 41.1x | 4x |
| Sat, 02 Sep 2023 | US$1.4t | US$319.6b | US$27.6b | 29.2x | 49.3x | 4.3x |
| Mon, 31 Jul 2023 | US$1.4t | US$326.3b | US$34.3b | 27.4x | 41.7x | 4.4x |
| Wed, 28 Jun 2023 | US$1.4t | US$322.8b | US$34.0b | 23.9x | 41.6x | 4.4x |
| Fri, 26 May 2023 | US$1.3t | US$314.8b | US$35.5b | 22.9x | 36.2x | 4.1x |
| Sun, 23 Apr 2023 | US$1.3t | US$316.8b | US$36.9b | 24.4x | 36.4x | 4.2x |
| Tue, 21 Mar 2023 | US$175.4b | US$137.5b | US$2.1b | 15x | 82.5x | 1.3x |
| Thu, 16 Feb 2023 | US$1.5t | US$312.2b | US$42.5b | 25.4x | 34.4x | 4.7x |
| Sat, 14 Jan 2023 | US$1.4t | US$311.5b | US$45.1b | 24.5x | 31.5x | 4.6x |
| Mon, 12 Dec 2022 | US$1.4t | US$311.2b | US$45.1b | 24.7x | 30.4x | 4.4x |
| Wed, 09 Nov 2022 | US$1.3t | US$311.8b | US$43.6b | 24.7x | 30x | 4.2x |
| Fri, 07 Oct 2022 | US$1.3t | US$307.4b | US$41.4b | 23.6x | 30.5x | 4.1x |
| Sun, 04 Sep 2022 | US$1.4t | US$307.6b | US$41.4b | 26.6x | 34.8x | 4.7x |
| Tue, 02 Aug 2022 | US$1.5t | US$296.8b | US$40.6b | 30.7x | 37.7x | 5.2x |
| Thu, 30 Jun 2022 | US$1.4t | US$294.6b | US$41.1b | 27.2x | 34.8x | 4.9x |
| Sat, 28 May 2022 | US$1.6t | US$295.3b | US$41.6b | 29.8x | 37.7x | 5.3x |
| Mon, 25 Apr 2022 | US$1.7t | US$281.7b | US$39.1b | 36.2x | 44.5x | 6.2x |
| Wed, 23 Mar 2022 | US$1.7t | US$284.7b | US$38.3b | 35.1x | 44.2x | 6x |
| Fri, 18 Feb 2022 | US$1.7t | US$273.9b | US$32.8b | 36.7x | 50.4x | 6x |
| Sun, 16 Jan 2022 | US$1.8t | US$268.9b | US$30.1b | 43.4x | 58.2x | 6.5x |
| Tue, 14 Dec 2021 | US$1.8t | US$267.4b | US$30.2b | 42.5x | 58.6x | 6.6x |
| Thu, 11 Nov 2021 | US$1.8t | US$266.5b | US$30.1b | 42.9x | 58.8x | 6.6x |
| Sat, 09 Oct 2021 | US$1.6t | US$250.0b | US$23.9b | 47.5x | 67.6x | 6.5x |
| Mon, 06 Sep 2021 | US$1.7t | US$249.9b | US$23.9b | 41.4x | 70.1x | 6.7x |
| Wed, 04 Aug 2021 | US$1.6t | US$248.5b | US$23.8b | 44.8x | 67.5x | 6.5x |
Price to Earnings Ratio
87.4x
Current Industry PE
- Investors are optimistic on the American Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 50.5x which is higher than its 3-year average PE of 47.3x.
- The industry is trading close to its 3-year average PS ratio of 5.1x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 17% per year over the last three years.
- Revenues for these companies have grown 10% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Real Estate sector?
| US Market | 1.25% | |
| Real Estate | 0.43% | |
| Industrial REITs | 2.08% | |
| Health Care REITs | 1.10% | |
| Specialized REITs | 0.56% | |
| Residential REITs | 0.47% | |
| Real Estate | 0.37% | |
| REITS | -0.19% | |
| Retail REITs | -0.43% | |
| Hotel and Resort REITs | -1.04% | |
| Office REITs | -1.89% | |
Industry PE
- Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 31.2%, which is higher than its past year's earnings decline of 9.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 31% over the next 5 years.
- This is better than its past earnings decline of 9.4% per year.
- In contrast, the Residential REITs industry is expected to see its earnings decline by 4.4% 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 | |
|---|---|---|---|---|---|
| BEKE KE Holdings | US$18.87 | 3.9% +US$863.9m | 23.9% | PE28.3x | |
| WELL Welltower | US$101.87 | 0.9% +US$520.2m | 37.2% | PB2.2x | |
| SUI Sun Communities | US$122.42 | 3.4% +US$502.3m | -3.6% | PB2.2x | |
| OHI Omega Healthcare Investors | US$31.92 | 3.8% +US$286.6m | 12.1% | PB2.2x | |
| COLD Americold Realty Trust | US$25.30 | 3.6% +US$250.0m | -13.2% | PB2x |