CBRE Group Inc - Ordinary Shares - Class A

CBRE Group Inc - Ordinary Shares - Class A

CBRE

Get informed when a big investor buys or sells

+ Follow
Market Cap$39.06B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
CBRE Group Inc - Ordinary Shares - Class ACBRE Group Inc - Ordinary Shares - Class A29.9-15%0.91

Earnings Call Q1 2026

April 23, 2026 - AI Summary

Strong Q1 outperformance + upgrade to EPS (good/surprising) - Management said Q1 results exceeded expectations, with Services revenue +20% and operating profit nearly +30% (benefiting meaningfully from FX). - Resilient Businesses revenue +18%; Transactional Businesses +22% (their best growth rate of the cycle). - EPS guidance upgraded: full-year core EPS to $7.60–$7.80 (from $7.30–$7.60 previously). Midpoint implies >20% growth. - Seasonality shifted: expects ~40% of EPS in 1H (higher than typical), driven by Q1 strength.
Infrastructure/data center momentum is the key profit engine (opportunity) - Infrastructure activity delivered ~$950M revenue in Q1 (up from ~$3B in 2025). - Created a dedicated Critical Infrastructure Services line within BOE (including data centers + telecom/power via Pearce). - This line: $580M revenue in Q1, and expected >60% growth in 2026 (explicit growth expectation). - Management noted multi-segment impact: data center services/procedures are driving results across advisory, building operations, project work, etc. (including 1,300+ data centers supported globally).
Outlook by segment (investor-relevant expectations) - Advisory SOP now expected high-teens growth (raised). - BOE SOP expected ~25% SOP growth, with high-teens growth from operating improvements and the remainder from a cost reclassification; they said this is offset in depreciation/amortization → neutral to net income. - Project Management and REI SOP outlook unchanged, with REI benefitting from earlier-than-anticipated data center land sale profits in Q1. - Their outlook assumes no material macro/interest-rate deterioration.

Exclusive for Stockcircle Pro members

Sign upSign Up
$179.25

Target Price by Analysts

34.4% upsideCBRE Group Target Price DetailsTarget Price
$108.42

Current Fair Value

18.7% downside

Overvalued by 18.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$39.06 Billion
Enterprise Value$46.10 Billion
Dividend Yield$- (-)
Earnings per Share$3.88
Beta1.22
Outstanding Shares294,377,494

Return

Return on Equity15.40%ROE
Return on Assets4.35%
Return on Invested Capital10.43%

Valuation & Multiples

P/E Ratio29.93P/E Ratio
PEG31.48PEG
Price to Sales0.93Price to Sales
Price to Book Ratio4.45Price to Book Ratio
Enterprise Value to Revenue1.09
Enterprise Value to EBIT24
Enterprise Value to Net Income35
Total Debt to Enterprise0.19
Debt to Equity1.02Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 23, 2026
EPS Estimate
$1.13
Average shareholder expectation
Revenue Estimate
$10.23 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$1.49
Average shareholder expectation
Revenue Estimate
$10.44 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.1939▲ 67.65%
Total Calls318,701▲ 60.55%
Total Puts380,500▲ 270.50%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %94.36%▼ 1.78%
Total Invested$38.10B▼ 17.25%
Investors Holding1,093▼ 30.00%

ESG Score

No data

About CBRE Group Inc

CEO: Robert Sulentic

Relevant Senate Committees

Joint Committee on Taxation

Working directly with tax-writing committees like Finance, this committee provides crucial analysis and revenue estimates for all tax legislation. Given that tax policy significantly influences real estate investment, valuation, and corporate profitability, this committee's technical expertise and influence are highly relevant to CBRE.

Finance

This is a critical committee for CBRE. It controls taxation, which profoundly impacts real estate investment, property valuations (e.g., depreciation, capital gains, corporate tax rates), and cross-border capital flows affecting global real estate markets. Its policy decisions have direct and material financial implications for CBRE and its clients.

Appropriations

This committee directly allocates discretionary federal spending. Its funding decisions for federal agencies, infrastructure projects, and other government programs directly affect demand for government-leased properties and property management services, a significant client segment for CBRE.

Banking, Housing, and Urban Affairs

This committee is critically important for CBRE. It directly regulates the financial system, including institutions that provide real estate financing, and influences housing and urban development policies. Its decisions on bank capital requirements, mortgage markets, and real estate regulations directly impact property values, investment, and development, which are core to CBRE's business.