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U.S. Real Estate Industry Analysis

UpdatedJun 19, 2024
DataAggregated Company Financials
Companies119
  • 7D-0.2%
  • 3M-7.4%
  • 1Y-0.4%
  • YTD-8.7%

The Real Estate is pretty flat in the last 7 days, but Zillow Group has stood out, gaining 14%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Jun 2024US$131.1bUS$110.6bUS$546.7m27.5x239.8x1.2x
Fri, 17 May 2024US$144.7bUS$112.4bUS$569.4m28.6x254.1x1.3x
Sun, 14 Apr 2024US$137.2bUS$113.1bUS$290.1m28.6x472.9x1.2x
Tue, 12 Mar 2024US$137.0bUS$113.1bUS$488.9m20.9x280.2x1.2x
Thu, 08 Feb 2024US$132.1bUS$115.3b-US$666,872,529.5621.5x-198x1.1x
Sat, 06 Jan 2024US$135.7bUS$115.3b-US$636,971,048.0023.3x-213x1.2x
Mon, 04 Dec 2023US$128.4bUS$115.1b-US$811,466,665.0024.9x-158.2x1.1x
Wed, 01 Nov 2023US$110.5bUS$119.3b-US$567,512,293.0025.9x-194.8x0.9x
Fri, 29 Sep 2023US$121.1bUS$119.3b-US$361,545,282.0027.3x-334.9x1x
Sun, 27 Aug 2023US$127.7bUS$117.2b-US$628,170,831.0031.1x-203.3x1.1x
Tue, 25 Jul 2023US$138.8bUS$122.4b-US$92,779,939.0026.9x-1495.7x1.1x
Thu, 22 Jun 2023US$90.7bUS$120.0b-US$495,325,954.0023.3x-183.2x0.8x
Sat, 20 May 2023US$88.2bUS$121.5b-US$815,683,797.0020.7x-108.1x0.7x
Mon, 17 Apr 2023US$87.8bUS$125.4b-US$326,970,504.0013.4x-268.5x0.7x
Wed, 15 Mar 2023US$88.9bUS$125.4b-US$750,694,624.0012.5x-118.4x0.7x
Fri, 10 Feb 2023US$103.2bUS$128.1bUS$885.6m12.5x116.5x0.8x
Sun, 08 Jan 2023US$92.3bUS$127.8bUS$1.2b9.5x77.7x0.7x
Tue, 06 Dec 2022US$91.1bUS$127.7bUS$1.1b9.8x82.8x0.7x
Thu, 03 Nov 2022US$77.8bUS$129.7bUS$1.3b7.4x58.2x0.6x
Sat, 01 Oct 2022US$86.0bUS$130.0bUS$1.4b7.5x61x0.7x
Mon, 29 Aug 2022US$100.8bUS$130.2bUS$1.4b8.7x74.5x0.8x
Wed, 27 Jul 2022US$99.5bUS$125.7bUS$2.8b10.5x36.1x0.8x
Fri, 24 Jun 2022US$98.5bUS$125.8bUS$2.7b10.4x36.1x0.8x
Sun, 22 May 2022US$98.5bUS$125.7bUS$3.2b12.1x30.6x0.8x
Tue, 19 Apr 2022US$112.6bUS$113.4bUS$2.9b14.1x39x1x
Thu, 17 Mar 2022US$122.5bUS$113.6bUS$2.9b13.6x42.5x1.1x
Sat, 12 Feb 2022US$140.5bUS$103.9bUS$2.6b16.1x55x1.4x
Mon, 10 Jan 2022US$145.0bUS$100.7bUS$2.8b16.5x50.9x1.4x
Wed, 08 Dec 2021US$144.6bUS$99.4bUS$2.9b16.8x50.2x1.5x
Fri, 05 Nov 2021US$158.0bUS$93.9bUS$3.0b23.7x52.5x1.7x
Sun, 03 Oct 2021US$135.2bUS$86.7bUS$2.9b27.4x46.1x1.6x
Tue, 31 Aug 2021US$128.6bUS$85.8bUS$2.8b20.8x45.3x1.5x
Wed, 07 Jul 2021US$154.5bUS$85.3bUS$2.9b21.4x53.5x1.8x
Price to Earnings Ratio

53.5x


Total Market Cap: US$154.5bTotal Earnings: US$2.9bTotal Revenue: US$85.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Industry Price to Earnings3Y Average -31.8x202220232024
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 240x which is higher than its 3-year average PE of -31.8x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 43% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.0% 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 industry?

US Market1.63%
Real Estate0.90%
Real Estate-0.18%
Real Estate Services0.48%
Real Estate Development-1.03%
Diversified Real Estate-1.31%
Real Estate Operating Companies-4.97%
Industry PE
  • Investors are most optimistic about the Real Estate Operating Companies industry which is trading above its 3-year average PE ratio of 49.9x.
    • Analysts are expecting annual earnings decline of 14.4%, which is lower than the prior year's growth of 12.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate Development industry, expecting annual earnings growth of 76% over the next 5 years.
  • This is better than its past earnings growth rate of 46% per year.
  • In contrast, the Diversified Real Estate industry is expected to see its earnings decline by 15% 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
ZG Zillow GroupUS$47.5513.9%
+US$1.4b
1.5%PS5.6x
JLL Jones Lang LaSalleUS$211.607.8%
+US$729.1m
43.0%PE33.5x
CBRE CBRE GroupUS$88.671.8%
+US$461.5m
15.2%PE26.9x
LPA Logistic Properties of the AmericasUS$19.0010.1%
+US$55.5m
86.8%PS14.8x
CWK Cushman & WakefieldUS$10.482.1%
+US$50.4m
24.2%PE196.9x
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CBRE

US$88.67

CBRE Group

7D

1.8%

1Y

15.2%

CSGP

US$72.73

CoStar Group

7D

-5.2%

1Y

-14.7%

HHH

US$65.40

Howard Hughes Holdings

7D

-1.2%

1Y

-12.5%

MMI

US$31.07

Marcus & Millichap

7D

2.2%

1Y

-3.0%

CWK

US$10.48

Cushman & Wakefield

7D

2.1%

1Y

24.2%

LPA

US$19.00

Logistic Properties of the Americas

7D

10.1%

1Y

86.8%

DBRG

US$12.31

DigitalBridge Group

7D

-5.6%

1Y

-10.1%

LRHC

US$1.79

La Rosa Holdings

7D

58.3%

1Y

n/a

JLL

US$211.60

Jones Lang LaSalle

7D

7.8%

1Y

43.0%

REAX

US$3.85

Real Brokerage

7D

-10.3%

1Y

111.5%

MRNO

US$9.50

Murano Global Investments

7D

-6.9%

1Y

n/a