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French (CAC) REITS Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies16
  • 7D4.7%
  • 3M-1.9%
  • 1Y11.5%
  • YTD-3.6%

Over the last 7 days, the REITS industry has risen 5.6%, driven by gains from Covivio of 6.0%. In the last 12 months, the industry was up 7.0%. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the French REITS Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Apr 2026€9.1b€2.9b€683.7m13.5x13.3x3.2x
Thu, 05 Mar 2026€9.6b€2.8b€693.9m10.1x13.9x3.4x
Sat, 31 Jan 2026€9.1b€2.9b€307.2m10.3x29.7x3.2x
Mon, 29 Dec 2025€9.3b€2.9b€292.9m10.3x31.9x3.3x
Wed, 26 Nov 2025€9.2b€2.9b€292.9m10.4x31.4x3.2x
Fri, 24 Oct 2025€9.6b€2.9b€291.3m10.3x32.9x3.3x
Sun, 21 Sep 2025€9.4b€2.9b€291.3m10.3x32.4x3.3x
Tue, 19 Aug 2025€9.7b€2.9b€291.2m10.2x33.4x3.4x
Thu, 17 Jul 2025€8.8b€2.9b-€154,566,345.0013.8x-56.9x3x
Sat, 14 Jun 2025€9.0b€2.9b-€135,079,017.0013.3x-66.8x3.1x
Mon, 12 May 2025€8.6b€2.9b-€152,723,017.0013.5x-56.5x3x
Wed, 09 Apr 2025€8.1b€2.9b-€151,990,017.0012.8x-53.5x2.8x
Fri, 07 Mar 2025€8.4b€2.8b-€222,045,017.0032.7x-37.7x3x
Sun, 02 Feb 2025€8.9b€3.0b-€1,713,864,361.0014.8x-5.2x3x
Tue, 31 Dec 2024€8.5b€3.0b-€1,713,864,361.0014.5x-5x2.9x
Thu, 28 Nov 2024€8.8b€3.0b-€1,713,864,361.0014.7x-5.1x3x
Sat, 26 Oct 2024€9.3b€3.0b-€1,719,313,361.0010.2x-5.4x3.1x
Mon, 23 Sep 2024€9.7b€3.0b-€1,707,325,361.0010.1x-5.7x3.3x
Wed, 21 Aug 2024€8.4b€3.0b-€1,707,325,361.0010x-4.9x2.8x
Fri, 19 Jul 2024€8.2b€2.9b-€2,732,638,361.0011.7x-3x2.8x
Sun, 16 Jun 2024€8.4b€2.9b-€2,729,644,812.0014.9x-3.1x2.9x
Tue, 14 May 2024€8.3b€2.9b-€2,728,751,812.0013.6x-3.1x2.8x
Thu, 11 Apr 2024€8.0b€2.9b-€2,728,751,812.0013.7x-2.9x2.7x
Sat, 09 Mar 2024€7.8b€2.7b-€2,709,754,812.0011.3x-2.9x2.9x
Mon, 05 Feb 2024€8.2b€3.0b-€1,382,848,812.0010.8x-5.9x2.7x
Wed, 03 Jan 2024€8.9b€3.0b-€1,382,848,812.0010.7x-6.5x2.9x
Fri, 01 Dec 2023€3.9b€2.1b-€474,663,812.009.1x-8.2x1.8x
Sun, 29 Oct 2023€3.8b€2.1b-€462,513,000.008.2x-8.2x1.8x
Tue, 26 Sep 2023€4.0b€2.1b-€462,513,000.007.8x-8.6x1.9x
Thu, 24 Aug 2023€4.1b€2.1b-€325,876,000.008x-12.5x1.9x
Sat, 22 Jul 2023€4.5b€2.1b€282.5m7.9x15.9x2.1x
Mon, 19 Jun 2023€4.7b€2.1b€282.5m8x16.8x2.2x
Wed, 17 May 2023€4.7b€2.1b€282.5m8.3x16.5x2.2x
Fri, 14 Apr 2023€4.9b€2.1b€340.1m5.8x14.6x2.3x
Price to Earnings Ratio

14.6x


Total Market Cap: €4.9bTotal Earnings: €340.1mTotal Revenue: €2.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French REITS Industry Price to Earnings3Y Average -2.5x202420252026
Current Industry PE
  • Investors are pessimistic on the French 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 13.4x which is higher than its 3-year average PE of -2.5x.
  • The industry is trading close to its 3-year average PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have grown 26% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the French Real Estate industry?

FR Market2.57%
Real Estate4.62%
REITS4.67%
Office REITs12.21%
Hotel and Resort REITs5.80%
Diversified REITs4.67%
Retail REITs4.22%
Residential REITs2.04%
Specialized REITs0%0
Healthcare REITs0%0
Industrial REITs-1.61%
Industry PE
  • Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 37.2%, which is lower than the prior year's growth of 94.8% per year.
  • Investors are most pessimistic about the Industrial REITs industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Residential REITs industry, expecting annual earnings growth of 37% over the next 5 years.
  • However this is lower than its past earnings growth rate of 95% per year.
  • In contrast, the Industrial REITs industry is expected to see its earnings decline by 8.9% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
COV Covivio€53.754.9%
+€276.9m
14.8%PB0.7x
ICAD Icade€20.043.5%
+€51.6m
3.8%PB0.4x
ATLD Atland SAS€39.701.8%
+€3.0m
-5.9%PB1.3x
CBSM Société Centrale des Bois et des Scieries de la Manche€9.602.1%
+€2.7m
10.3%PB0.5x

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