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South African (JSE) Real Estate Operating Companies Industry Analysis
UpdatedJun 01, 2025
DataAggregated Company Financials
Companies9
- 7D3.2%
- 3M2.2%
- 1Y11.1%
- YTDn/a
Over the last 7 days, the Real Estate Operating Companies industry has risen 3.2%, driven by gains from NEPI Rockcastle of 1.6%. This means that the industry has gained 11% over the past year. Earnings are forecast to grow by 3.1% annually.
Industry Valuation and Performance
Has the South African Real Estate Operating Companies Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 01 Jun 2025 | R161.1b | R31.6b | R20.1b | 5.7x | 8x | 5.1x |
| Tue, 29 Apr 2025 | R160.8b | R32.4b | R21.4b | 4.5x | 7.5x | 5x |
| Thu, 27 Mar 2025 | R149.6b | R30.7b | R20.2b | 4.7x | 7.4x | 4.9x |
| Sat, 22 Feb 2025 | R156.0b | R29.5b | R26.4b | 3.9x | 5.9x | 5.3x |
| Mon, 20 Jan 2025 | R151.3b | R29.6b | R26.5b | 4.3x | 5.7x | 5.1x |
| Wed, 18 Dec 2024 | R154.4b | R29.4b | R26.3b | 3.9x | 5.9x | 5.3x |
| Fri, 15 Nov 2024 | R147.2b | R29.5b | R26.8b | 4.2x | 5.5x | 5x |
| Sun, 13 Oct 2024 | R153.2b | R29.2b | R26.5b | 4.2x | 5.8x | 5.2x |
| Tue, 10 Sep 2024 | R156.2b | R30.0b | R27.2b | 4.8x | 5.7x | 5.2x |
| Thu, 08 Aug 2024 | R162.8b | R29.0b | R28.2b | 6.1x | 5.8x | 5.6x |
| Sat, 06 Jul 2024 | R155.7b | R28.5b | R28.0b | 5.9x | 5.6x | 5.5x |
| Mon, 03 Jun 2024 | R151.0b | R29.1b | R28.6b | 5.8x | 5.3x | 5.2x |
| Wed, 01 May 2024 | R147.8b | R28.8b | R27.7b | 5.7x | 5.3x | 5.1x |
| Fri, 29 Mar 2024 | R152.1b | R29.1b | R28.0b | 5.6x | 5.4x | 5.2x |
| Sun, 25 Feb 2024 | R152.5b | R29.0b | R20.3b | 7.1x | 7.5x | 5.3x |
| Tue, 23 Jan 2024 | R130.4b | R27.5b | R21.3b | 6.9x | 6.1x | 4.7x |
| Thu, 21 Dec 2023 | R125.5b | R26.8b | R20.7b | 6.3x | 6.1x | 4.7x |
| Sat, 18 Nov 2023 | R114.4b | R26.6b | R20.3b | 6.5x | 5.6x | 4.3x |
| Mon, 16 Oct 2023 | R106.6b | R26.6b | R20.2b | 5.8x | 5.3x | 4x |
| Wed, 13 Sep 2023 | R116.3b | R26.9b | R20.4b | 6.4x | 5.7x | 4.3x |
| Fri, 11 Aug 2023 | R121.8b | R24.3b | R15.7b | 6.8x | 7.8x | 5x |
| Sun, 09 Jul 2023 | R117.0b | R24.3b | R15.8b | 7.4x | 7.4x | 4.8x |
| Tue, 06 Jun 2023 | R121.3b | R24.3b | R15.9b | 7.7x | 7.6x | 5x |
| Thu, 04 May 2023 | R117.8b | R24.5b | R16.0b | 5.3x | 7.4x | 4.8x |
| Sat, 01 Apr 2023 | R110.0b | R23.0b | R14.2b | 5.1x | 7.8x | 4.8x |
| Mon, 27 Feb 2023 | R97.6b | R17.7b | R13.4b | 4.8x | 7.3x | 5.5x |
| Wed, 25 Jan 2023 | R97.5b | R16.6b | R10.1b | 5.5x | 9.6x | 5.9x |
| Fri, 23 Dec 2022 | R95.3b | R16.1b | R9.9b | 5.4x | 9.6x | 5.9x |
| Sun, 20 Nov 2022 | R91.6b | R15.6b | R9.8b | 6x | 9.4x | 5.9x |
| Tue, 18 Oct 2022 | R79.2b | R15.5b | R9.5b | 6.4x | 8.3x | 5.1x |
| Thu, 15 Sep 2022 | R86.1b | R15.3b | R9.3b | 9.2x | 9.2x | 5.6x |
| Sat, 13 Aug 2022 | R79.1b | R12.7b | R7.1b | 9x | 11.1x | 6.2x |
| Mon, 11 Jul 2022 | R76.1b | R13.0b | R7.3b | 8.6x | 10.5x | 5.8x |
| Wed, 08 Jun 2022 | R76.4b | R12.3b | R5.5b | 11.7x | 13.8x | 6.2x |
Price to Earnings Ratio
13.8x
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 8.0x which is higher than its 3-year average PE of 7.2x.
- The industry is trading close to its 3-year average PS ratio of 5.2x.
Past Earnings Growth
- The earnings for companies in the Real Estate Operating Companies industry have grown 54% per year over the last three years.
- Revenues for these companies have grown 37% 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 | 0.89% | |
| Real Estate | 3.44% | |
| Real Estate | 3.18% | |
| Real Estate Operating Companies | 3.16% | |
| Real Estate Development | 10.20% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NRP NEPI Rockcastle | R138.29 | 1.6% +R1.6b | 6.5% | PE8.2x | |
| MSP MAS | R19.91 | 9.9% +R1.2b | 16.0% | PE5.2x | |
| FFB Fortress Real Estate Investments | R20.18 | 4.2% +R987.5m | 33.6% | PE8.8x | |
| ACS Acsion | R8.50 | 41.7% +R962.1m | 9.3% | PE4x | |
| LTE Lighthouse Properties | R8.50 | 0.6% +R100.8m | 8.3% | PE13.2x |