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South African (JSE) Real Estate Operating Companies Industry Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies10
  • 7D0.3%
  • 3M-4.3%
  • 1Y4.3%
  • YTDn/a

The Real Estate Operating Companies industry has been flat over the last week, but Collins Property Group has lost 5.1%. As for the the longer term, the industry is up 4.3% over the past 12 months. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the South African Real Estate Operating Companies Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 May 2026R168.8bR32.9bR18.3b7.5x9.2x5.1x
Sun, 12 Apr 2026R165.5bR32.9bR18.4b7.9x9x5x
Tue, 10 Mar 2026R164.8bR32.3bR19.4b5.7x8.5x5.1x
Thu, 05 Feb 2026R173.1bR30.9bR19.4b6.2x8.9x5.6x
Sat, 03 Jan 2026R171.2bR31.4bR19.7b6.2x8.7x5.5x
Mon, 01 Dec 2025R175.9bR32.2bR20.1b6.5x8.7x5.5x
Wed, 29 Oct 2025R167.2bR32.3bR20.2b6.2x8.3x5.2x
Fri, 26 Sep 2025R163.2bR32.7bR20.5b6.3x8x5x
Sun, 24 Aug 2025R173.3bR32.9bR20.7b6.5x8.4x5.3x
Tue, 22 Jul 2025R162.5bR31.9bR21.0b6.2x7.7x5.1x
Thu, 19 Jun 2025R159.4bR31.9bR20.3b5.8x7.9x5x
Sat, 17 May 2025R161.7bR31.3bR20.5b4.5x7.9x5.2x
Mon, 14 Apr 2025R148.5bR32.9bR21.7b4.1x6.8x4.5x
Wed, 12 Mar 2025R150.6bR30.8bR27.2b4.2x5.5x4.9x
Fri, 07 Feb 2025R151.5bR29.5bR26.4b4x5.7x5.1x
Sun, 05 Jan 2025R155.3bR29.6bR26.6b3.8x5.8x5.2x
Tue, 03 Dec 2024R151.6bR29.3bR26.6b4.1x5.7x5.2x
Thu, 31 Oct 2024R149.7bR29.4bR26.7b4.2x5.6x5.1x
Sat, 28 Sep 2024R155.9bR29.3bR26.6b4.8x5.9x5.3x
Mon, 26 Aug 2024R167.4bR29.8bR28.6b6x5.8x5.6x
Wed, 24 Jul 2024R157.3bR28.9bR28.1b5.8x5.6x5.5x
Fri, 21 Jun 2024R157.7bR28.0bR27.6b5.9x5.7x5.6x
Sun, 19 May 2024R147.1bR28.5bR27.4b5.4x5.4x5.2x
Tue, 16 Apr 2024R147.6bR28.9bR27.8b5.5x5.3x5.1x
Thu, 14 Mar 2024R151.6bR28.9bR27.9b5.9x5.4x5.2x
Sat, 10 Feb 2024R132.9bR27.2bR21.1b7.1x6.3x4.9x
Mon, 08 Jan 2024R128.5bR27.1bR21.0b7x6.1x4.7x
Wed, 06 Dec 2023R122.3bR27.2bR21.0b6.6x5.8x4.5x
Fri, 03 Nov 2023R108.3bR26.2bR19.9b6.1x5.4x4.1x
Sun, 01 Oct 2023R109.3bR26.6bR20.2b6x5.4x4.1x
Tue, 29 Aug 2023R122.5bR25.6bR17.3b6.7x7.1x4.8x
Thu, 27 Jul 2023R115.5bR23.5bR15.1b7.7x7.7x4.9x
Sat, 24 Jun 2023R116.3bR24.2bR15.6b7.5x7.5x4.8x
Mon, 22 May 2023R118.5bR25.3bR16.5b5.1x7.2x4.7x
Price to Earnings Ratio

7.2x


Total Market Cap: R118.5bTotal Earnings: R16.5bTotal Revenue: R25.3bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Real Estate Operating Companies Industry Price to Earnings3Y Average 6.9x202420252026
Current Industry PE
  • Investors are optimistic on the South African Real Estate Operating Companies industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 9.2x which is higher than its 3-year average PE of 6.9x.
  • 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 Operating Companies industry have grown 3.6% per year over the last three years.
  • Revenues for these companies have grown 9.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does South African Real Estate Operating Companies compare with similar industries?

ZA Market-0.48%
Real Estate0.61%
Real Estate0.27%
Real Estate Operating Companies0.27%
Real Estate Development-0.70%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
FFB Fortress Real Estate InvestmentsR25.865.3%
+R1.6b		29.7%PE9.1x
NRP NEPI RockcastleR141.760.4%
+R362.5m		-0.2%PE10.5x
MSP MASR21.181.9%
+R257.3m		12.8%PE11.9x
LTE Lighthouse PropertiesR7.530.5%
+R83.2m		-11.5%PE7.9x
CPP Collins Property GroupR11.501.4%
+R52.8m		19.3%PE6.7x

Latest News

CPP
R11.50
Collins Property Group
7D
1.4%
1Y
19.3%
PPR
R5.80
Putprop
7D
15.5%
1Y
93.3%
TMT
R1.07
Trematon Capital Investments
7D
-3.6%
1Y
-35.2%
LTE
R7.53
Lighthouse Properties
7D
0.5%
1Y
-11.5%
ANI
R4.80
Afine Investments
7D
-4.0%
1Y
23.7%
NRP
R141.76
NEPI Rockcastle
7D
0.4%
1Y
-0.2%
MSP
R21.18
MAS
7D
1.9%
1Y
12.8%
FFB
R25.86
Fortress Real Estate Investments
7D
5.3%
1Y
29.7%
ACS
R10.85
Acsion
7D
-0.3%
1Y
67.2%
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