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Jul 26
U.S. Real Estate Sector Analysis
UpdatedJul 27, 2024
DataAggregated Company Financials
Companies285
- 7D0.7%
- 3M11.6%
- 1Y5.4%
- YTD0.7%
Over the last 7 days, the Real Estate industry has dropped 1.2%, driven by a pullback from Digital Realty Trust of 6.1%. Meanwhile, CBRE Group actually outperformed within the industry, gaining 13% in the last week. Over the past 12 months, the industry was up 3.6%. As for the next few years, earnings are expected to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Sat, 27 Jul 2024 | US$1.5t | US$311.6b | US$26.7b | 32.7x | 55.5x | 4.8x |
| Mon, 24 Jun 2024 | US$1.4t | US$306.5b | US$27.7b | 30.4x | 50.2x | 4.5x |
| Wed, 22 May 2024 | US$1.4t | US$306.9b | US$27.9b | 30.3x | 50.5x | 4.6x |
| Fri, 19 Apr 2024 | US$1.3t | US$306.6b | US$28.0b | 29x | 46.7x | 4.3x |
| Sun, 17 Mar 2024 | US$1.4t | US$306.1b | US$28.2b | 29.2x | 49.7x | 4.6x |
| Tue, 13 Feb 2024 | US$1.4t | US$305.9b | US$26.1b | 30.3x | 52.9x | 4.5x |
| Thu, 11 Jan 2024 | US$1.5t | US$323.0b | US$26.6b | 30.9x | 56.2x | 4.6x |
| Sat, 09 Dec 2023 | US$1.4t | US$323.1b | US$26.5b | 29.7x | 53.9x | 4.4x |
| Mon, 06 Nov 2023 | US$1.3t | US$323.9b | US$28.1b | 28x | 47.4x | 4.1x |
| Wed, 04 Oct 2023 | US$1.3t | US$325.2b | US$31.5b | 25.9x | 41.1x | 4x |
| Fri, 01 Sep 2023 | US$1.4t | US$319.6b | US$27.6b | 29.6x | 49.2x | 4.3x |
| Sun, 30 Jul 2023 | US$1.4t | US$326.3b | US$34.3b | 27.4x | 41.6x | 4.4x |
| Tue, 27 Jun 2023 | US$1.4t | US$322.8b | US$34.0b | 23.5x | 41.1x | 4.3x |
| Thu, 25 May 2023 | US$1.3t | US$314.8b | US$35.5b | 22.9x | 36.2x | 4.1x |
| Sat, 22 Apr 2023 | US$1.3t | US$316.8b | US$36.9b | 24.4x | 36.4x | 4.2x |
| Mon, 20 Mar 2023 | US$174.9b | US$137.5b | US$2.1b | 14.9x | 82.2x | 1.3x |
| Wed, 15 Feb 2023 | US$1.5t | US$312.2b | US$42.6b | 24.4x | 34.2x | 4.7x |
| Fri, 13 Jan 2023 | US$1.4t | US$311.5b | US$45.1b | 24.8x | 31.6x | 4.6x |
| Sun, 11 Dec 2022 | US$1.4t | US$311.2b | US$45.1b | 24.7x | 30.4x | 4.4x |
| Tue, 08 Nov 2022 | US$1.3t | US$311.8b | US$43.6b | 24.7x | 30x | 4.2x |
| Thu, 06 Oct 2022 | US$1.3t | US$307.4b | US$41.4b | 24.6x | 31.3x | 4.2x |
| Sat, 03 Sep 2022 | US$1.4t | US$307.6b | US$41.4b | 26.6x | 34.8x | 4.7x |
| Mon, 01 Aug 2022 | US$1.5t | US$296.8b | US$40.6b | 30.8x | 38x | 5.2x |
| Wed, 29 Jun 2022 | US$1.5t | US$294.5b | US$41.1b | 27.2x | 35.4x | 4.9x |
| Fri, 27 May 2022 | US$1.5t | US$295.3b | US$41.6b | 28.8x | 36.7x | 5.2x |
| Sun, 24 Apr 2022 | US$1.7t | US$281.7b | US$39.2b | 36.2x | 44.4x | 6.2x |
| Tue, 22 Mar 2022 | US$1.7t | US$284.7b | US$38.3b | 35x | 44x | 5.9x |
| Thu, 17 Feb 2022 | US$1.7t | US$272.4b | US$32.4b | 37.3x | 51.4x | 6.1x |
| Sat, 15 Jan 2022 | US$1.8t | US$268.9b | US$30.1b | 43.4x | 58.2x | 6.5x |
| Mon, 13 Dec 2021 | US$1.8t | US$267.4b | US$30.2b | 42.3x | 58.3x | 6.6x |
| Wed, 10 Nov 2021 | US$1.8t | US$266.7b | US$30.2b | 43.7x | 58.5x | 6.6x |
| Fri, 08 Oct 2021 | US$1.6t | US$250.0b | US$23.9b | 47.7x | 68.1x | 6.5x |
| Sun, 05 Sep 2021 | US$1.7t | US$249.2b | US$23.7b | 45.6x | 70.9x | 6.7x |
| Tue, 03 Aug 2021 | US$1.6t | US$248.5b | US$23.8b | 45.2x | 67.6x | 6.5x |
Price to Earnings Ratio
67.6x
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 55.6x which is higher than its 3-year average PE of 45.9x.
- The industry is trading close to its 3-year average PS ratio of 4.9x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 3.9% per year over the last three years.
- Revenues for these companies have grown 7.7% 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 | -0.64% | |
| Real Estate | 0.75% | |
| Office REITs | 6.12% | |
| Real Estate | 4.73% | |
| REITS | 2.43% | |
| Health Care REITs | 1.42% | |
| Retail REITs | 0.099% | |
| Specialized REITs | -0.008% | |
| Industrial REITs | -0.038% | |
| Residential REITs | -0.81% | |
| Hotel and Resort REITs | -0.81% | |
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 32.5%, which is higher than its past year's earnings growth of 1.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings growth rate of 1.8% per year.
- In contrast, the Residential 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 | |
|---|---|---|---|---|---|
| CBRE CBRE Group | US$110.55 | 13.0% +US$3.8b | 34.2% | PE36x | |
| CSGP CoStar Group | US$78.51 | 5.5% +US$1.8b | -3.9% | PE151.1x | |
| AMT American Tower | US$213.72 | 1.7% +US$1.7b | 13.1% | PB24.7x | |
| WELL Welltower | US$109.78 | 2.2% +US$1.4b | 35.5% | PB2.4x | |
| CCI Crown Castle | US$107.52 | 2.3% +US$1.1b | -1.3% | PB8.3x |
