Narrative Update • May 21
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French (CAC) Retail REITs Industry Analysis
UpdatedMay 26, 2026
DataAggregated Company Financials
Companies9
- 7D1.6%
- 3M-3.2%
- 1Y10.8%
- YTDn/a
In the last week, the Retail REITs industry is up 1.2%, with Unibail-Rodamco-Westfield up 2.4%. This takes the industry's 12 month performance to a gain of 10%. Looking forward, earnings are forecast to grow by 7.0% annually.
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, 26 May 2026 | €29.1b | €6.3b | €2.9b | 12.9x | 10x | 4.6x |
| Thu, 23 Apr 2026 | €30.4b | €6.3b | €2.9b | 13.1x | 10.5x | 4.8x |
| Sat, 21 Mar 2026 | €27.7b | €6.3b | €2.9b | 12.7x | 9.5x | 4.4x |
| Mon, 16 Feb 2026 | €28.7b | €6.3b | €2.9b | 12.1x | 10x | 4.6x |
| Wed, 14 Jan 2026 | €27.4b | €6.3b | €2.4b | 14.3x | 11.5x | 4.3x |
| Fri, 12 Dec 2025 | €27.1b | €6.3b | €2.4b | 14.1x | 11.4x | 4.3x |
| Sun, 09 Nov 2025 | €27.2b | €6.3b | €2.4b | 14.8x | 11.4x | 4.3x |
| Tue, 07 Oct 2025 | €26.9b | €6.3b | €2.4b | 14.8x | 11.3x | 4.2x |
| Thu, 04 Sep 2025 | €26.9b | €6.3b | €2.4b | 14.7x | 11.3x | 4.2x |
| Sat, 02 Aug 2025 | €26.5b | €6.4b | €2.4b | 14.2x | 11.1x | 4.2x |
| Mon, 30 Jun 2025 | €25.7b | €5.9b | €1.7b | 18.3x | 15.3x | 4.3x |
| Wed, 28 May 2025 | €26.4b | €5.9b | €1.7b | 18.8x | 15.7x | 4.5x |
| Fri, 25 Apr 2025 | €24.3b | €5.9b | €1.7b | 19.2x | 14.4x | 4.1x |
| Sun, 23 Mar 2025 | €24.6b | €5.9b | €1.7b | 15.4x | 14.5x | 4.1x |
| Tue, 18 Feb 2025 | €24.8b | €5.9b | €1.7b | 15.3x | 14.8x | 4.2x |
| Thu, 16 Jan 2025 | €23.3b | €5.5b | -€169,888,692.00 | 16.4x | -137.3x | 4.3x |
| Sat, 14 Dec 2024 | €23.0b | €5.5b | -€181,790,692.00 | 16.5x | -126.7x | 4.2x |
| Mon, 11 Nov 2024 | €23.4b | €5.5b | -€181,790,692.00 | 17x | -128.9x | 4.3x |
| Wed, 09 Oct 2024 | €23.9b | €5.5b | -€181,790,692.00 | 18.4x | -131.4x | 4.3x |
| Fri, 06 Sep 2024 | €23.4b | €5.5b | -€231,424,692.00 | 19x | -101.1x | 4.3x |
| Sun, 04 Aug 2024 | €21.9b | €5.5b | -€231,409,692.00 | 18.5x | -94.5x | 4x |
| Tue, 02 Jul 2024 | €22.2b | €5.3b | -€1,347,489,692.00 | 26.4x | -16.5x | 4.2x |
| Thu, 30 May 2024 | €23.3b | €5.3b | -€1,349,230,791.00 | 28.1x | -17.2x | 4.4x |
| Sat, 27 Apr 2024 | €22.8b | €5.3b | -€1,349,230,791.00 | 28x | -16.9x | 4.3x |
| Mon, 25 Mar 2024 | €21.7b | €5.3b | -€1,349,189,791.00 | 27.5x | -16.1x | 4.1x |
| Wed, 21 Feb 2024 | €20.9b | €5.3b | -€1,173,764,791.00 | 21.8x | -17.8x | 3.9x |
| Fri, 19 Jan 2024 | €20.4b | €5.2b | -€522,569,791.00 | 23.7x | -39x | 3.9x |
| Sun, 17 Dec 2023 | €20.6b | €5.2b | -€529,942,285.00 | 23.7x | -38.9x | 4x |
| Tue, 14 Nov 2023 | €17.5b | €5.2b | -€531,533,000.00 | 20.9x | -33x | 3.4x |
| Thu, 12 Oct 2023 | €17.1b | €5.2b | -€531,533,000.00 | 20.5x | -32.2x | 3.3x |
| Sat, 09 Sep 2023 | €18.0b | €5.2b | -€288,033,000.00 | 16.7x | -62.5x | 3.4x |
| Mon, 07 Aug 2023 | €18.1b | €5.2b | -€166,289,000.00 | 12.1x | -108.9x | 3.5x |
| Wed, 05 Jul 2023 | €18.0b | €5.3b | €995.0m | 17.5x | 18.1x | 3.4x |
| Fri, 02 Jun 2023 | €16.1b | €5.3b | €995.0m | 15.4x | 16.2x | 3x |
Price to Earnings Ratio
16.2x
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 10.0x which is higher than its 3-year average PE of -27.9x.
- The 3-year average PS ratio of 4.1x is lower than the industry's current PS ratio of 4.6x.
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 | 3.43% | |
| Real Estate | 1.80% | |
| REITS | 1.43% | |
| Retail REITs | 1.64% | |
| Residential REITs | 4.65% | |
| Hotel and Resort REITs | 4.00% | |
| Office REITs | 1.98% | |
| Diversified REITs | 1.43% | |
| Industrial REITs | 0.88% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
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 | €98.28 | 2.4% +€325.9m | 22.9% | PB0.8x | |
| LI Klépierre | €34.88 | 2.3% +€223.3m | 1.9% | PB1.1x | |
| MERY Mercialys | €11.86 | 1.0% +€11.2m | 10.6% | PB1.9x | |
| FREY Frey | €34.40 | 0.6% +€6.4m | 23.7% | PB1x | |
| SELER Selectirente | €85.00 | 1.2% +€4.2m | 2.4% | PB0.9x |