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U.S. Real Estate Sector Analysis
UpdatedNov 26, 2024
DataAggregated Company Financials
Companies288
- 7D3.0%
- 3M3.0%
- 1Y21.7%
- YTD8.9%
The Real Estate industry is up 3.0% in the last week, with Equinix up 7.1%. In the same time, KE Holdings was down 10%. This takes the industry's 12 month performance to a gain of 22%. As for the next few years, earnings are expected to grow by 14% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 26 Nov 2024 | US$1.6t | US$320.0b | US$27.4b | 35.6x | 58.4x | 5x |
| Thu, 24 Oct 2024 | US$1.6t | US$314.8b | US$27.0b | 34.1x | 60x | 5.1x |
| Sat, 21 Sep 2024 | US$1.6t | US$315.6b | US$27.2b | 33.7x | 60.7x | 5.2x |
| Mon, 19 Aug 2024 | US$1.5t | US$314.6b | US$27.3b | 32.5x | 56.4x | 4.9x |
| Wed, 17 Jul 2024 | US$1.5t | US$305.7b | US$27.1b | 32.4x | 53.9x | 4.8x |
| Fri, 14 Jun 2024 | US$1.4t | US$306.6b | US$27.7b | 30.8x | 50.4x | 4.6x |
| Sun, 12 May 2024 | US$1.4t | US$308.2b | US$27.9b | 31x | 49.5x | 4.5x |
| Tue, 09 Apr 2024 | US$1.4t | US$306.7b | US$27.8b | 29.9x | 50.1x | 4.5x |
| Thu, 07 Mar 2024 | US$1.4t | US$305.5b | US$28.3b | 29.2x | 50x | 4.6x |
| Sat, 03 Feb 2024 | US$1.5t | US$323.7b | US$26.9b | 29.5x | 53.9x | 4.5x |
| Mon, 01 Jan 2024 | US$1.5t | US$323.1b | US$26.6b | 30.9x | 56.9x | 4.7x |
| Wed, 29 Nov 2023 | US$1.4t | US$323.0b | US$26.5b | 28.2x | 51.9x | 4.3x |
| Fri, 27 Oct 2023 | US$1.2t | US$325.4b | US$30.7b | 25x | 40.5x | 3.8x |
| Sun, 24 Sep 2023 | US$1.3t | US$325.2b | US$31.5b | 27x | 42x | 4.1x |
| Tue, 22 Aug 2023 | US$1.4t | US$323.2b | US$31.2b | 28.4x | 44x | 4.2x |
| Thu, 20 Jul 2023 | US$1.4t | US$326.3b | US$35.0b | 25.9x | 41.3x | 4.4x |
| Sat, 17 Jun 2023 | US$1.4t | US$314.0b | US$35.5b | 24.3x | 38.5x | 4.4x |
| Mon, 15 May 2023 | US$1.3t | US$314.4b | US$34.7b | 23.2x | 38.5x | 4.3x |
| Wed, 12 Apr 2023 | US$1.4t | US$315.8b | US$38.1b | 24.8x | 35.6x | 4.3x |
| Fri, 10 Mar 2023 | US$1.4t | US$315.3b | US$38.1b | 24.3x | 35.7x | 4.3x |
| Sun, 05 Feb 2023 | US$1.5t | US$311.6b | US$43.8b | 26.2x | 33.9x | 4.8x |
| Tue, 03 Jan 2023 | US$1.3t | US$311.1b | US$45.2b | 23.3x | 29.4x | 4.3x |
| Thu, 01 Dec 2022 | US$1.4t | US$311.0b | US$44.7b | 25.1x | 31.4x | 4.5x |
| Sat, 29 Oct 2022 | US$1.3t | US$310.0b | US$42.2b | 25.3x | 30.9x | 4.2x |
| Mon, 26 Sep 2022 | US$1.3t | US$307.4b | US$41.4b | 24.6x | 32x | 4.3x |
| Wed, 24 Aug 2022 | US$1.5t | US$307.6b | US$41.4b | 28.4x | 36.4x | 4.9x |
| Fri, 22 Jul 2022 | US$1.5t | US$289.4b | US$41.1b | 28.3x | 35.7x | 5.1x |
| Sun, 19 Jun 2022 | US$1.4t | US$294.3b | US$41.1b | 26.2x | 33.3x | 4.7x |
| Tue, 17 May 2022 | US$1.5t | US$295.2b | US$41.6b | 30.1x | 36.6x | 5.1x |
| Thu, 14 Apr 2022 | US$1.7t | US$281.3b | US$38.1b | 36.2x | 45.6x | 6.2x |
| Sat, 12 Mar 2022 | US$1.7t | US$284.2b | US$38.0b | 36.5x | 43.5x | 5.8x |
| Mon, 07 Feb 2022 | US$1.7t | US$267.7b | US$31.2b | 39.7x | 53.9x | 6.3x |
| Wed, 05 Jan 2022 | US$1.8t | US$267.4b | US$30.0b | 43.7x | 60.9x | 6.8x |
| Fri, 03 Dec 2021 | US$1.7t | US$267.9b | US$30.3b | 40.5x | 55.3x | 6.3x |
Price to Earnings Ratio
55.3x
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 58.4x which is higher than its 3-year average PE of 45.1x.
- The industry is trading close to its 3-year average PS ratio of 4.8x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 3.4% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.1% per year.
- This means that although more sales are being generated, 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 sector?
| US Market | 2.16% | |
| Real Estate | 2.98% | |
| Hotel and Resort REITs | 6.23% | |
| Office REITs | 5.42% | |
| Real Estate | 4.51% | |
| Specialized REITs | 4.22% | |
| Industrial REITs | 2.94% | |
| REITS | 2.77% | |
| Residential REITs | 1.81% | |
| Retail REITs | 1.01% | |
| Health Care REITs | 0.71% | |
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 38.7%, which is higher than its past year's earnings decline of 6.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 39% over the next 5 years.
- This is better than its past earnings decline of 6.2% per year.
- In contrast, the REITS industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| EQIX Equinix | US$974.35 | 7.1% +US$6.3b | 22.3% | PB6.9x | |
| AMT American Tower | US$207.55 | 4.4% +US$4.1b | 3.2% | PB26.6x | |
| PLD Prologis | US$118.07 | 3.0% +US$3.2b | 5.5% | PB2.1x | |
| DLR Digital Realty Trust | US$192.82 | 5.2% +US$3.2b | 40.3% | PB3.1x | |
| CSGP CoStar Group | US$80.28 | 9.4% +US$2.8b | -4.7% | PE187.6x |
