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Australian (ASX) Retail REITs Industry Analysis
UpdatedAug 23, 2026
DataAggregated Company Financials
Companies9
- 7D-2.6%
- 3M-0.4%
- 1Y-5.2%
- YTDn/a
Over the last 7 days, the Retail REITs industry has dropped 2.6%, driven by Scentre Group declining 2.7%. The industry has fallen 5.2% in the last year. In the next few years, earnings are forecast to decline by 7.3% annually.
Industry Valuation and Performance
Has the Australian Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | AU$44.0b | AU$5.8b | AU$4.9b | 8.7x | 9x | 7.6x |
| Tue, 21 Jul 2026 | AU$45.9b | AU$5.7b | AU$4.7b | 8.7x | 9.7x | 8.1x |
| Thu, 18 Jun 2026 | AU$45.3b | AU$5.7b | AU$4.7b | 8.9x | 9.6x | 8x |
| Sat, 16 May 2026 | AU$43.4b | AU$5.7b | AU$4.7b | 8.4x | 9.2x | 7.6x |
| Mon, 13 Apr 2026 | AU$42.7b | AU$5.7b | AU$4.7b | 8.5x | 9x | 7.5x |
| Wed, 11 Mar 2026 | AU$41.5b | AU$5.7b | AU$4.7b | 8.1x | 8.8x | 7.3x |
| Fri, 06 Feb 2026 | AU$45.3b | AU$5.6b | AU$3.6b | 11.6x | 12.6x | 8x |
| Sun, 04 Jan 2026 | AU$47.2b | AU$5.6b | AU$3.6b | 11.8x | 13.1x | 8.4x |
| Tue, 02 Dec 2025 | AU$45.6b | AU$5.6b | AU$3.6b | 11.3x | 12.7x | 8.1x |
| Thu, 30 Oct 2025 | AU$47.4b | AU$5.6b | AU$3.6b | 11.7x | 13.2x | 8.4x |
| Sat, 27 Sep 2025 | AU$46.4b | AU$5.6b | AU$3.6b | 11.6x | 12.9x | 8.2x |
| Mon, 25 Aug 2025 | AU$45.8b | AU$5.5b | AU$3.2b | 13.2x | 14.5x | 8.3x |
| Wed, 23 Jul 2025 | AU$43.2b | AU$5.5b | AU$2.8b | 13.7x | 15.3x | 7.9x |
| Fri, 20 Jun 2025 | AU$43.4b | AU$5.5b | AU$2.8b | 14.1x | 15.3x | 7.9x |
| Sun, 18 May 2025 | AU$42.3b | AU$5.5b | AU$2.8b | 13.2x | 15x | 7.7x |
| Tue, 15 Apr 2025 | AU$40.1b | AU$5.5b | AU$2.8b | 12.7x | 14.2x | 7.3x |
| Thu, 13 Mar 2025 | AU$38.3b | AU$5.5b | AU$2.8b | 12.2x | 13.5x | 7x |
| Sat, 08 Feb 2025 | AU$40.8b | AU$5.4b | AU$1.4b | 44.4x | 29.8x | 7.6x |
| Mon, 06 Jan 2025 | AU$39.7b | AU$5.4b | AU$1.3b | 42.7x | 31.4x | 7.4x |
| Wed, 04 Dec 2024 | AU$41.1b | AU$5.4b | AU$1.3b | 44.6x | 32.5x | 7.7x |
| Fri, 01 Nov 2024 | AU$40.2b | AU$5.4b | AU$1.3b | 42.5x | 31.8x | 7.5x |
| Sun, 29 Sep 2024 | AU$45.1b | AU$5.5b | AU$1.3b | 44.8x | 33.8x | 8.3x |
| Tue, 27 Aug 2024 | AU$42.8b | AU$5.4b | AU$1.3b | 43.3x | 33.8x | 7.9x |
| Thu, 25 Jul 2024 | AU$41.0b | AU$5.2b | AU$245.6m | 52.3x | 167x | 7.8x |
| Sat, 22 Jun 2024 | AU$39.7b | AU$5.2b | AU$245.6m | 49x | 161.8x | 7.6x |
| Mon, 20 May 2024 | AU$40.1b | AU$5.3b | AU$215.0m | 44.2x | 186.4x | 7.6x |
| Wed, 17 Apr 2024 | AU$39.3b | AU$5.3b | AU$215.0m | 39.6x | 183x | 7.5x |
| Fri, 15 Mar 2024 | AU$41.2b | AU$5.3b | AU$215.0m | 45.5x | 191.6x | 7.8x |
| Sun, 11 Feb 2024 | AU$40.3b | AU$5.3b | AU$352.2m | 39.7x | 114.6x | 7.6x |
| Tue, 09 Jan 2024 | AU$38.0b | AU$5.3b | AU$299.5m | 34.1x | 126.9x | 7.2x |
| Thu, 07 Dec 2023 | AU$36.9b | AU$5.3b | AU$299.5m | 34.8x | 123.3x | 7x |
| Sat, 04 Nov 2023 | AU$34.3b | AU$5.3b | AU$299.5m | 30.1x | 114.6x | 6.5x |
| Mon, 02 Oct 2023 | AU$33.2b | AU$5.3b | AU$299.5m | 28.8x | 111x | 6.3x |
| Wed, 30 Aug 2023 | AU$36.2b | AU$5.3b | AU$484.2m | 31.4x | 74.8x | 6.8x |
Price to Earnings Ratio
74.8x
Current Industry PE
- Investors are pessimistic on the Australian Retail REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 9.0x which is lower than its 3-year average PE of 63.6x.
- The industry is trading close to its 3-year average PS ratio of 7.6x.
Past Earnings Growth
- The earnings for companies in the Retail REITs industry have grown 116% per year over the last three years.
- Revenues for these companies have grown 3.0% 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 Australian Retail REITs compare with similar industries?
| AU Market | -0.61% | |
| Real Estate | -4.05% | |
| REITS | -1.38% | |
| Retail REITs | -2.57% | |
| Specialized REITs | 1.15% | |
| Hotel and Resort REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
| Diversified REITs | -1.38% | |
| Office REITs | -2.13% | |
| Residential REITs | -2.23% | |
| Industrial REITs | -7.80% | |
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 | |
|---|---|---|---|---|---|
| BWP BWP Trust | AU$3.70 | -4.1% AU$107.5m | 1.4% | PB0.9x | |
| DXC Dexus Convenience Retail REIT | AU$2.77 | 1.5% +AU$5.4m | -10.1% | PB1.7x |