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Australian (ASX) Retail REITs Industry Analysis

UpdatedMar 13, 2025
DataAggregated Company Financials
Companies9
  • 7D-2.7%
  • 3M-1.7%
  • 1Y-1.5%
  • YTDn/a

Over the last 7 days, the Retail REITs industry has dropped 2.5%, driven by a pullback from Scentre Group of 3.2%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 3.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 13 Mar 2025AU$38.3bAU$5.5bAU$2.8b12.2x13.5x7x
Sat, 08 Feb 2025AU$40.8bAU$5.4bAU$1.4b44.4x29.8x7.6x
Mon, 06 Jan 2025AU$39.7bAU$5.4bAU$1.3b42.7x31.4x7.4x
Wed, 04 Dec 2024AU$41.1bAU$5.4bAU$1.3b44.6x32.5x7.7x
Fri, 01 Nov 2024AU$40.2bAU$5.4bAU$1.3b42.5x31.8x7.5x
Sun, 29 Sep 2024AU$45.1bAU$5.5bAU$1.3b44.8x33.8x8.3x
Tue, 27 Aug 2024AU$42.8bAU$5.4bAU$1.3b43.3x33.8x7.9x
Thu, 25 Jul 2024AU$41.0bAU$5.2bAU$245.6m52.3x167x7.8x
Sat, 22 Jun 2024AU$39.7bAU$5.2bAU$245.6m49x161.8x7.6x
Mon, 20 May 2024AU$40.1bAU$5.3bAU$215.0m44.2x186.4x7.6x
Wed, 17 Apr 2024AU$39.3bAU$5.3bAU$215.0m39.6x183x7.5x
Fri, 15 Mar 2024AU$41.2bAU$5.3bAU$215.0m45.5x191.6x7.8x
Sun, 11 Feb 2024AU$40.3bAU$5.3bAU$352.2m39.7x114.6x7.6x
Tue, 09 Jan 2024AU$38.0bAU$5.3bAU$299.5m34.1x126.9x7.2x
Thu, 07 Dec 2023AU$36.9bAU$5.3bAU$299.5m34.8x123.3x7x
Sat, 04 Nov 2023AU$34.3bAU$5.3bAU$299.5m30.1x114.6x6.5x
Mon, 02 Oct 2023AU$33.2bAU$5.3bAU$299.5m28.8x111x6.3x
Wed, 30 Aug 2023AU$36.2bAU$5.3bAU$484.2m31.4x74.8x6.8x
Fri, 28 Jul 2023AU$38.6bAU$5.4bAU$2.3b12.5x16.9x7.2x
Sun, 25 Jun 2023AU$34.7bAU$5.4bAU$2.3b11x15.1x6.5x
Tue, 23 May 2023AU$37.8bAU$5.4bAU$2.3b12.1x16.5x7x
Thu, 20 Apr 2023AU$37.5bAU$5.0bAU$2.3b12.3x16.4x7.5x
Sat, 18 Mar 2023AU$37.7bAU$5.4bAU$2.3b12.3x16.5x7x
Mon, 13 Feb 2023AU$38.7bAU$5.3bAU$4.5b7.6x8.5x7.3x
Wed, 11 Jan 2023AU$38.4bAU$5.3bAU$4.8b6.7x8x7.3x
Fri, 09 Dec 2022AU$39.0bAU$5.3bAU$4.8b6.9x8.2x7.4x
Sun, 06 Nov 2022AU$38.3bAU$5.3bAU$4.8b6.6x8x7.3x
Tue, 04 Oct 2022AU$35.0bAU$5.3bAU$4.8b6.8x7.4x6.7x
Thu, 01 Sep 2022AU$39.3bAU$5.2bAU$4.7b7.7x8.3x7.5x
Sat, 30 Jul 2022AU$40.4bAU$4.9bAU$4.1b9.7x9.9x8.2x
Mon, 27 Jun 2022AU$37.5bAU$4.9bAU$4.1b9.3x9.2x7.6x
Wed, 25 May 2022AU$39.0bAU$4.9bAU$4.1b9.2x9.6x7.9x
Fri, 22 Apr 2022AU$41.6bAU$4.9bAU$4.1b9.6x10.2x8.4x
Sun, 20 Mar 2022AU$42.7bAU$5.1bAU$4.7b7.9x9.2x8.4x
Price to Earnings Ratio

9.2x


Total Market Cap: AU$42.7bTotal Earnings: AU$4.7bTotal Revenue: AU$5.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Retail REITs Industry Price to Earnings3Y Average 63.3x202320242025
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 13.6x which is lower than its 3-year average PE of 63.3x.
  • The industry is trading close to its 3-year average PS ratio of 7.4x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have declined 15% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.4% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Australian Retail REITs compare with similar industries?

AU Market-4.37%
Real Estate-3.34%
REITS-3.71%
Retail REITs-2.65%
Healthcare REITs1.69%
Hotel and Resort REITs0%0
Specialized REITs-2.74%
Office REITs-3.43%
Diversified REITs-3.71%
Residential REITs-3.80%
Industrial REITs-3.97%
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
No data available
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Latest News

CDP

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SCG

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