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Australian (ASX) Retail REITs Industry Analysis

UpdatedMar 13, 2026
DataAggregated Company Financials
Companies9
  • 7D-4.0%
  • 3M-13.5%
  • 1Y6.8%
  • YTDn/a

Over the last 7 days, the Retail REITs industry has dropped 3.2%, driven by pullbacks from every company within the industry. Over the past 12 months, the industry was up 7.8%. Looking forward, earnings are forecast to decline by 7.3% per year.

Industry Valuation and Performance

Has the Australian Retail REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Mar 2026AU$40.9bAU$5.7bAU$4.7b7.9x8.6x7.2x
Sun, 08 Feb 2026AU$44.3bAU$5.7bAU$3.7b11.3x11.9x7.8x
Tue, 06 Jan 2026AU$46.9bAU$5.6bAU$3.6b11.8x13x8.3x
Thu, 04 Dec 2025AU$46.7bAU$5.6bAU$3.6b11.5x13x8.3x
Sat, 01 Nov 2025AU$46.2bAU$5.6bAU$3.6b11.4x12.8x8.2x
Mon, 29 Sep 2025AU$46.4bAU$5.6bAU$3.6b11.6x12.9x8.2x
Wed, 27 Aug 2025AU$46.3bAU$5.6bAU$3.6b11.8x13x8.3x
Fri, 25 Jul 2025AU$42.9bAU$5.5bAU$2.8b13.8x15.2x7.8x
Sun, 22 Jun 2025AU$43.1bAU$5.5bAU$2.8b13.9x15.2x7.8x
Tue, 20 May 2025AU$42.3bAU$5.5bAU$2.8b13.3x15x7.7x
Thu, 17 Apr 2025AU$40.0bAU$5.5bAU$2.8b12.7x14.2x7.3x
Sat, 15 Mar 2025AU$38.3bAU$5.5bAU$2.8b12.2x13.5x7x
Mon, 10 Feb 2025AU$40.8bAU$5.4bAU$1.4b44.4x29.8x7.6x
Wed, 08 Jan 2025AU$39.8bAU$5.4bAU$1.3b43x31.5x7.4x
Fri, 06 Dec 2024AU$40.7bAU$5.4bAU$1.3b44.4x32.2x7.6x
Sun, 03 Nov 2024AU$39.7bAU$5.4bAU$1.3b41.9x31.4x7.4x
Tue, 01 Oct 2024AU$44.7bAU$5.5bAU$1.3b45.5x33.6x8.2x
Thu, 29 Aug 2024AU$43.2bAU$5.4bAU$1.3b43.3x34.1x8x
Sat, 27 Jul 2024AU$41.5bAU$5.2bAU$245.6m53.4x168.8x7.9x
Mon, 24 Jun 2024AU$39.7bAU$5.2bAU$245.6m49x161.8x7.6x
Wed, 22 May 2024AU$40.3bAU$5.3bAU$215.0m44.4x187.3x7.6x
Fri, 19 Apr 2024AU$39.2bAU$5.3bAU$215.0m39.2x182.5x7.4x
Sun, 17 Mar 2024AU$41.8bAU$5.3bAU$215.0m46.1x194.2x7.9x
Tue, 13 Feb 2024AU$40.0bAU$5.3bAU$294.1m38.5x136x7.5x
Thu, 11 Jan 2024AU$38.6bAU$5.3bAU$299.5m34.5x129x7.3x
Sat, 09 Dec 2023AU$37.0bAU$5.3bAU$299.5m33.4x123.7x7x
Mon, 06 Nov 2023AU$34.3bAU$5.3bAU$299.5m30.1x114.6x6.5x
Wed, 04 Oct 2023AU$33.4bAU$5.3bAU$299.5m28.4x111.5x6.3x
Fri, 01 Sep 2023AU$36.7bAU$5.3bAU$299.5m32.8x122.5x6.9x
Sun, 30 Jul 2023AU$37.9bAU$5.4bAU$2.3b12.1x16.5x7.1x
Tue, 27 Jun 2023AU$34.8bAU$5.4bAU$2.3b11x15.2x6.5x
Thu, 25 May 2023AU$37.3bAU$5.4bAU$2.3b11.8x16.3x6.9x
Sat, 22 Apr 2023AU$37.7bAU$5.4bAU$2.3b12.4x16.5x7x
Mon, 20 Mar 2023AU$68.7mAU$17.4mAU$3.8m18.2x18.2x3.9x
Price to Earnings Ratio

18.2x


Total Market Cap: AU$68.7mTotal Earnings: AU$3.8mTotal Revenue: AU$17.4mTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Retail REITs Industry Price to Earnings3Y Average 64.8x202420252026
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 8.8x which is lower than its 3-year average PE of 64.8x.
  • The industry is trading close to its 3-year average PS ratio of 7.5x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 978% per year over the last three years.
  • Revenues for these companies have grown 588% 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-3.22%
Real Estate-5.32%
REITS-6.57%
Retail REITs-3.98%
Hotel and Resort REITs0%0
Healthcare REITs-0.77%
Office REITs-4.03%
Residential REITs-4.93%
Industrial REITs-5.76%
Specialized REITs-5.94%
Diversified REITs-6.57%
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?

CompanyLast Price7D1YValuation
DXC Dexus Convenience Retail REITAU$2.770.4%
+AU$1.4m
-1.1%PB1.7x