Narrative Update • Jun 23
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French (CAC) Retail REITs Industry Analysis
UpdatedJun 29, 2026
DataAggregated Company Financials
Companies9
- 7D4.0%
- 3M10.6%
- 1Y18.9%
- YTDn/a
The Retail REITs industry is up 4.0% in the last week, with Unibail-Rodamco-Westfield up 3.0%. This means that the industry has gained 19% over the past year. As for the next few years, earnings are expected to grow by 6.9% per annum.
Industry Valuation and Performance
Has the French Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | €30.7b | €6.3b | €2.9b | 12.7x | 10.6x | 4.8x |
| Thu, 28 May 2026 | €29.2b | €6.3b | €2.9b | 13x | 10.1x | 4.6x |
| Sat, 25 Apr 2026 | €30.1b | €6.3b | €2.9b | 13x | 10.4x | 4.8x |
| Mon, 23 Mar 2026 | €27.7b | €6.3b | €2.9b | 12.7x | 9.5x | 4.4x |
| Wed, 18 Feb 2026 | €29.6b | €6.3b | €2.9b | 12.1x | 10.3x | 4.7x |
| Fri, 16 Jan 2026 | €27.4b | €6.3b | €2.4b | 14.3x | 11.5x | 4.3x |
| Sun, 14 Dec 2025 | €27.2b | €6.3b | €2.4b | 14.2x | 11.4x | 4.3x |
| Tue, 11 Nov 2025 | €27.3b | €6.3b | €2.4b | 14.8x | 11.5x | 4.3x |
| Thu, 09 Oct 2025 | €26.7b | €6.3b | €2.4b | 14.7x | 11.2x | 4.2x |
| Sat, 06 Sep 2025 | €27.3b | €6.3b | €2.4b | 14.7x | 11.4x | 4.3x |
| Mon, 04 Aug 2025 | €26.4b | €6.3b | €2.4b | 14.2x | 11.1x | 4.2x |
| Wed, 02 Jul 2025 | €26.0b | €5.9b | €1.7b | 18.5x | 15.4x | 4.4x |
| Fri, 30 May 2025 | €26.9b | €5.9b | €1.7b | 19.1x | 16x | 4.5x |
| Sun, 27 Apr 2025 | €24.4b | €5.9b | €1.7b | 19.2x | 14.5x | 4.1x |
| Tue, 25 Mar 2025 | €24.5b | €5.9b | €1.7b | 15.4x | 14.5x | 4.1x |
| Thu, 20 Feb 2025 | €24.8b | €5.9b | €1.7b | 15.1x | 14.7x | 4.2x |
| Sat, 18 Jan 2025 | €23.5b | €5.5b | -€169,888,692.00 | 16.4x | -138.2x | 4.3x |
| Mon, 16 Dec 2024 | €23.0b | €5.5b | -€181,790,692.00 | 16.5x | -126.7x | 4.2x |
| Wed, 13 Nov 2024 | €23.2b | €5.5b | -€181,790,692.00 | 17x | -127.4x | 4.2x |
| Fri, 11 Oct 2024 | €24.0b | €5.5b | -€181,790,692.00 | 18.6x | -131.8x | 4.4x |
| Sun, 08 Sep 2024 | €23.6b | €5.5b | -€231,424,692.00 | 19.1x | -102x | 4.3x |
| Tue, 06 Aug 2024 | €21.5b | €5.5b | -€231,409,692.00 | 18.2x | -92.8x | 3.9x |
| Thu, 04 Jul 2024 | €22.8b | €5.3b | -€1,347,489,692.00 | 26.7x | -16.9x | 4.3x |
| Sat, 01 Jun 2024 | €23.9b | €5.3b | -€1,349,230,791.00 | 28.6x | -17.7x | 4.5x |
| Mon, 29 Apr 2024 | €22.8b | €5.3b | -€1,349,230,791.00 | 28x | -16.9x | 4.3x |
| Wed, 27 Mar 2024 | €21.8b | €5.3b | -€1,349,189,791.00 | 27.8x | -16.2x | 4.1x |
| Fri, 23 Feb 2024 | €20.9b | €5.3b | -€1,173,764,791.00 | 22.3x | -17.8x | 3.9x |
| Sun, 21 Jan 2024 | €20.4b | €5.2b | -€522,569,791.00 | 23.6x | -39x | 3.9x |
| Tue, 19 Dec 2023 | €20.6b | €5.2b | -€529,942,285.00 | 23.6x | -38.9x | 4x |
| Thu, 16 Nov 2023 | €18.3b | €5.2b | -€531,533,000.00 | 21.5x | -34.4x | 3.5x |
| Sat, 14 Oct 2023 | €16.6b | €5.2b | -€531,533,000.00 | 19.5x | -31.3x | 3.2x |
| Mon, 11 Sep 2023 | €18.0b | €5.2b | -€288,033,000.00 | 16.7x | -62.5x | 3.4x |
| Wed, 09 Aug 2023 | €18.1b | €5.2b | -€166,289,000.00 | 12.1x | -108.8x | 3.5x |
| Fri, 07 Jul 2023 | €17.4b | €5.3b | €995.0m | 16.9x | 17.5x | 3.3x |
Price to Earnings Ratio
17.5x
Current Industry PE
- Investors are pessimistic on the French 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 10.6x which is higher than its 3-year average PE of -28.1x.
- The 3-year average PS ratio of 4.2x is lower than the industry's current PS ratio of 4.8x.
Past Earnings Growth
- The earnings for companies in the Retail REITs industry have grown 43% per year over the last three years.
- Revenues for these companies have grown 6.0% 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 French Retail REITs compare with similar industries?
| FR Market | -0.80% | |
| Real Estate | 2.38% | |
| REITS | 1.51% | |
| Retail REITs | 4.01% | |
| Residential REITs | 1.52% | |
| Diversified REITs | 1.51% | |
| Industrial REITs | 1.06% | |
| Office REITs | 0.84% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
| Hotel and Resort REITs | -1.75% | |
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 | |
|---|---|---|---|---|---|
| URW Unibail-Rodamco-Westfield | €102.85 | 2.5% +€367.8m | 26.8% | PB0.8x | |
| LI Klépierre | €37.10 | 3.3% +€343.6m | 10.9% | PB1.1x | |
| CARM Carmila | €16.88 | 1.8% +€41.9m | 1.4% | PB0.7x | |
| MERY Mercialys | €11.98 | 2.2% +€24.3m | 12.6% | PB1.9x | |
| FREY Frey | €36.60 | 0.5% +€6.4m | 21.2% | PB1.1x |