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U.S. Real Estate Sector Analysis

UpdatedDec 06, 2022
DataAggregated Company Financials
Companies303
  • 7D1.5%
  • 3M-7.1%
  • 1Y-22.0%
  • YTD-26.1%

In the last week, the Real Estate industry is up 1.5%, with Prologis leading the way with a 2.5% gain. However, the industry is down 22% over the past year. Earnings are forecast to grow by 6.4% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Dec 2022US$1.4tUS$311.1bUS$45.1b24.7x30.5x4.4x
Fri, 04 Nov 2022US$1.3tUS$310.1bUS$44.1b24.4x29.1x4.1x
Sun, 02 Oct 2022US$1.3tUS$307.4bUS$41.4b23.8x30.8x4.1x
Tue, 30 Aug 2022US$1.5tUS$307.5bUS$41.4b28x35.9x4.8x
Thu, 28 Jul 2022US$1.5tUS$295.5bUS$40.9b29.4x36.3x5x
Sat, 25 Jun 2022US$1.4tUS$294.6bUS$41.1b27.5x35x4.9x
Mon, 23 May 2022US$1.5tUS$295.3bUS$41.6b29.2x35.8x5x
Wed, 20 Apr 2022US$1.8tUS$280.0bUS$38.1b37.2x46.2x6.3x
Fri, 18 Mar 2022US$1.7tUS$284.6bUS$38.1b36.4x44.1x5.9x
Sun, 13 Feb 2022US$1.7tUS$272.1bUS$32.2b38.7x51.6x6.1x
Tue, 11 Jan 2022US$1.8tUS$268.8bUS$30.1b42.6x58.6x6.6x
Thu, 09 Dec 2021US$1.8tUS$267.4bUS$30.2b42.9x59x6.7x
Sat, 06 Nov 2021US$1.8tUS$264.4bUS$29.1b43.8x60.8x6.7x
Mon, 04 Oct 2021US$1.6tUS$250.0bUS$23.9b45.8x67.8x6.5x
Wed, 01 Sep 2021US$1.7tUS$249.2bUS$23.7b45.4x70.5x6.7x
Thu, 08 Jul 2021US$1.6tUS$247.9bUS$23.9b45x65.7x6.3x
Wed, 31 Mar 2021US$1.4tUS$223.5bUS$17.9b40.1x78.8x6.3x
Sat, 02 Jan 2021US$1.3tUS$224.7bUS$16.7b40x78.4x5.8x
Tue, 06 Oct 2020US$1.1tUS$214.6bUS$18.6b33.9x61.8x5.3x
Fri, 10 Jul 2020US$1.1tUS$209.5bUS$22.3b32.5x47.9x5.1x
Thu, 02 Apr 2020US$949.9bUS$221.9bUS$28.7b26.6x33.1x4.3x
Sun, 05 Jan 2020US$1.3tUS$227.9bUS$32.8b38.5x39.2x5.6x
Price to Earnings Ratio

39.2x


Total Market Cap: US$1.3tTotal Earnings: US$32.8bTotal Revenue: US$227.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Sector Price to Earnings3Y Average 53.7x20212022
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 30.5x which is lower than its 3-year average PE of 53.7x.
  • The 3-year average PS ratio of 5.6x is higher than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market1.07%
Real Estate1.48%
Real Estate4.70%
REITS1.26%
Industry PE
  • Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 92.0x.
    • Analysts are expecting annual earnings growth of 40.0%, which is higher than its past year's earnings growth of 4.6% per year.
  • Investors are most pessimistic about the REITS industry, which is trading below its 3-year average of 52.8x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings growth rate of 4.6% per year.
  • In contrast, the REITS industry is expected to see its earnings grow by 4.2% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
PLD PrologisUS$114.262.5%
+US$2.6b
-27.0%PB3x
BEKE KE HoldingsUS$16.4311.8%
+US$2.2b
-16.4%PB2.1x
EQIX EquinixUS$684.273.3%
+US$2.0b
-14.1%PB5.7x
WELL WelltowerUS$70.195.3%
+US$1.7b
-15.5%PB1.7x
CBRE CBRE GroupUS$77.733.5%
+US$816.0m
-23.0%PB3x
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Latest News

SLG

US$38.06

SL Green Realty

7D

-6.5%

1Y

-49.6%

WE

US$2.54

WeWork

7D

-6.3%

1Y

-70.2%

EQIX

US$684.27

Equinix

7D

3.3%

1Y

-14.1%

OPEN

US$1.54

Opendoor Technologies

7D

-15.4%

1Y

-89.7%

WELL

US$70.19

Welltower

7D

5.3%

1Y

-15.5%

PLD

US$114.26

Prologis

7D

2.5%

1Y

-27.0%

BEKE

US$16.43

KE Holdings

7D

11.8%

1Y

-16.4%

STAR

US$7.87

iStar

7D

-19.1%

1Y

-68.9%

LAMR

US$95.38

Lamar Advertising

7D

-3.6%

1Y

-15.6%

HST

US$17.68

Host Hotels & Resorts

7D

-2.9%

1Y

7.7%

AMT

US$215.61

American Tower

7D

0.8%

1Y

-20.0%

CBRE

US$77.73

CBRE Group

7D

3.5%

1Y

-23.0%

VNO

US$22.90

Vornado Realty Trust

7D

-7.5%

1Y

-45.5%

BXP

US$67.85

Boston Properties

7D

-2.5%

1Y

-40.2%

CUBE

US$42.35

CubeSmart

7D

8.8%

1Y

-22.2%