Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Aug 28, 2026
PLD
$138.61B
+12.3% rev YoY
AMT
$81.88B
+4.7% rev YoY
EQIX
$106.53B
+16.7% rev YoY
O
$58.91B
+9.6% rev YoY
The Real Estate sector exhibits a wide range of valuations, with P/E ratios spanning from 24.58 for American Tower Corp to 68.98 for Equinix Inc, while Prologis Inc and Realty Income Corporation trade at 31.97 and 45.78 times earnings, respectively. Revenue growth across these constituents varies from 4.7% at American Tower to 16.7% at Equinix, with profit margins reaching as high as 47% at Realty Income. Market capitalizations for these firms range from $58.91 billion for Realty Income to $138.61 billion for Prologis, with Equinix at $106.53 billion and American Tower at $81.88 billion.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $138.61B | 31.97 | 12.3% | 43.0% |
| AMT | $81.88B | 24.58 | 4.7% | 45.4% |
| EQIX | $106.53B | 68.98 | 16.7% | 27.0% |
| O | $58.91B | 45.78 | 9.6% | 47.0% |
Recent news
- Somewhat-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)