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French (CAC) REITS Industry Analysis

UpdatedSep 30, 2025
DataAggregated Company Financials
Companies14
  • 7D1.1%
  • 3M3.2%
  • 1Y-1.6%
  • YTD8.3%

The REITS industry has stayed flat over the last week. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Sep 2025€9.5b€2.9b€291.3m10.5x32.6x3.3x
Thu, 28 Aug 2025€9.3b€2.9b€291.3m10.2x32x3.2x
Sat, 26 Jul 2025€9.3b€2.9b€280.8m13.8x33.1x3.2x
Mon, 23 Jun 2025€9.0b€2.9b-€135,079,017.0013.3x-66.6x3.1x
Wed, 21 May 2025€8.9b€2.9b-€152,723,017.0013.4x-58.1x3x
Fri, 18 Apr 2025€8.7b€2.9b-€151,990,017.0013.1x-57.4x3x
Sun, 16 Mar 2025€8.6b€2.8b-€222,045,017.0032.7x-38.7x3.1x
Tue, 11 Feb 2025€9.0b€3.0b-€1,713,864,361.0014.7x-5.2x3x
Thu, 09 Jan 2025€8.6b€3.0b-€1,713,864,361.0014.9x-5x2.9x
Sat, 07 Dec 2024€8.7b€3.0b-€1,713,864,361.0014.4x-5.1x2.9x
Mon, 04 Nov 2024€9.1b€3.0b-€1,719,313,361.0010.2x-5.3x3.1x
Wed, 02 Oct 2024€9.7b€3.0b-€1,719,313,361.0010.2x-5.6x3.3x
Fri, 30 Aug 2024€8.6b€3.0b-€1,707,325,361.009.9x-5x2.9x
Sun, 28 Jul 2024€8.2b€3.0b-€1,708,756,361.0010.8x-4.8x2.8x
Tue, 25 Jun 2024€8.4b€2.9b-€2,729,644,812.0014.3x-3.1x2.9x
Thu, 23 May 2024€9.0b€2.9b-€2,729,644,812.0014x-3.3x3.1x
Sat, 20 Apr 2024€8.0b€2.9b-€2,728,751,812.0013.8x-2.9x2.7x
Mon, 18 Mar 2024€7.5b€2.8b-€2,698,079,812.0012.3x-2.8x2.7x
Wed, 14 Feb 2024€7.9b€3.0b-€1,382,848,812.0010.9x-5.7x2.6x
Fri, 12 Jan 2024€8.6b€3.0b-€1,382,848,812.0010.7x-6.2x2.8x
Sun, 10 Dec 2023€3.9b€2.2b-€500,672,812.009.7x-7.9x1.8x
Tue, 07 Nov 2023€4.0b€2.1b-€485,470,000.009.1x-8.2x1.9x
Thu, 05 Oct 2023€3.9b€2.1b-€462,513,000.007.8x-8.5x1.8x
Sat, 02 Sep 2023€4.2b€2.1b-€462,519,000.008.3x-9.1x2x
Mon, 31 Jul 2023€4.5b€2.1b-€310,268,000.005.6x-14.4x2.1x
Wed, 28 Jun 2023€4.5b€2.1b€282.5m8x15.8x2.1x
Fri, 26 May 2023€4.6b€2.1b€282.5m8.4x16.3x2.1x
Sun, 23 Apr 2023€4.9b€2.1b€282.5m8.8x17.4x2.3x
Tue, 21 Mar 2023€5.1b€2.1b€341.7m5.8x14.8x2.4x
Thu, 16 Feb 2023€42.4b€10.0b€5.7b7.9x7.4x4.2x
Sat, 14 Jan 2023€41.2b€10.0b€6.3b7.2x6.5x4.1x
Mon, 12 Dec 2022€39.5b€10.0b€6.3b6.5x6.3x3.9x
Wed, 09 Nov 2022€38.2b€10.0b€6.3b6.6x6.1x3.8x
Fri, 07 Oct 2022€35.3b€10.0b€6.3b6.4x5.6x3.5x
Price to Earnings Ratio

5.6x


Total Market Cap: €35.3bTotal Earnings: €6.3bTotal Revenue: €10.0bTotal Market Cap vs Earnings and Revenue0%0%0%
French REITS Industry Price to Earnings3Y Average -5.8x202320242025
Current Industry PE
  • Investors are optimistic on the French REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.3x which is higher than its 3-year average PE of -5.8x.
  • The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 3.3x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have declined 64% per year over the last three years,
  • Revenues have also declined 34% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

FR Market0.83%
Real Estate0.73%
REITS1.07%
Residential REITs1.59%
Diversified REITs1.07%
Retail REITs0.85%
Office REITs0.71%
Hotel and Resort REITs0.39%
Specialized REITs0%0
Healthcare REITs0%0
Industrial REITs-0.17%
Industry PE
  • Investors are most optimistic about the Diversified REITs industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 26.1%, which is higher than its past year's earnings growth of 13.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Residential REITs industry, expecting annual earnings growth of 62% over the next 5 years.
  • However this is lower than its past earnings growth rate of 167% per year.
  • In contrast, the Industrial REITs industry is expected to see its earnings decline by 5.5% 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€57.000.8%
+€49.9m
4.5%PB0.8x
IMDA Immobiliere Dassault€56.008.5%
+€30.1m
6.1%PB0.6x
ICAD Icade€21.281.3%
+€21.2m
-19.8%PB0.4x
PAR Paref€37.903.6%
+€2.0m
-10.8%PB0.5x
CBSM Société Centrale des Bois et des Scieries de la Manche€9.050.6%
+€674.2k
6.5%PB0.5x