Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jul 17, 2026
PLD
$136.84B
+8.3% rev YoY
AMT
$78.56B
+6.8% rev YoY
EQIX
$100.85B
+12.1% rev YoY
O
$61.18B
+12.0% rev YoY
Real estate sector constituents show divergent valuation and growth profiles, with price-to-earnings ratios ranging from 27.24 at American Tower Corp to 70.87 at Equinix Inc. Revenue growth across these major firms varies between 6.8% at American Tower Corp and 12.1% at Equinix Inc, while profit margins are highest at American Tower Corp at 45.9% and Realty Income Corporation at 45.5%. Market capitalizations for these companies span from $61.2 billion for Realty Income Corporation to $136.8 billion for Prologis Inc, as recent market commentary focuses on the sector's utility for income-oriented portfolios.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $136.84B | 35.94 | 8.3% | 38.5% |
| AMT | $78.56B | 27.24 | 6.8% | 45.9% |
| EQIX | $100.85B | 70.87 | 12.1% | 24.3% |
| O | $61.18B | 53.77 | 12.0% | 45.5% |
Recent news
- Bullish 5 Recession-Resistant REIT Stocks for Income Portfolios 2026 · 2026-05-04
- Somewhat-Bullish Goldman Sachs REIT Stocks: Top 12 Stock Picks · 2026-02-09
- Somewhat-Bullish 최고의 미국 부동산 ETF & 대표 리츠 기업 찾기 · 2022-08-18
Sources this view read
- fundamentals Real Estate constituent fundamentals (Alpha Vantage)