Narrative Update • Aug 18

The Retail REITs industry has stayed flat over the last week. The past year has been better, since the industry has gained 10% in that time. Looking forward, earnings are forecast to grow by 4.5% annually.
Has the French Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 20 Aug 2026 | €30.7b | €6.4b | €3.4b | 9.3x | 9x | 4.8x |
| Sat, 18 Jul 2026 | €30.8b | €6.3b | €2.9b | 12.8x | 10.6x | 4.9x |
| Mon, 15 Jun 2026 | €30.1b | €6.3b | €2.9b | 13x | 10.4x | 4.7x |
| Wed, 13 May 2026 | €29.5b | €6.3b | €2.9b | 12.9x | 10.2x | 4.7x |
| Fri, 10 Apr 2026 | €29.9b | €6.3b | €2.9b | 12.9x | 10.3x | 4.7x |
| Sun, 08 Mar 2026 | €28.5b | €6.3b | €2.9b | 12.7x | 9.8x | 4.5x |
| Tue, 03 Feb 2026 | €27.5b | €6.3b | €2.4b | 14.4x | 11.5x | 4.3x |
| Thu, 01 Jan 2026 | €27.8b | €6.3b | €2.4b | 14.3x | 11.6x | 4.4x |
| Sat, 29 Nov 2025 | €27.6b | €6.3b | €2.4b | 14.9x | 11.6x | 4.4x |
| Mon, 27 Oct 2025 | €27.4b | €6.3b | €2.4b | 14.8x | 11.5x | 4.3x |
| Wed, 24 Sep 2025 | €27.1b | €6.3b | €2.4b | 14.8x | 11.4x | 4.3x |
| Fri, 22 Aug 2025 | €28.4b | €6.3b | €2.4b | 15x | 11.9x | 4.5x |
| Sun, 20 Jul 2025 | €25.7b | €5.9b | €1.7b | 15.9x | 15.2x | 4.3x |
| Tue, 17 Jun 2025 | €26.6b | €5.9b | €1.7b | 18.8x | 15.8x | 4.5x |
| Thu, 15 May 2025 | €25.2b | €5.9b | €1.7b | 18.1x | 15x | 4.3x |
| Sat, 12 Apr 2025 | €22.6b | €5.9b | €1.7b | 15.5x | 13.4x | 3.8x |
| Mon, 10 Mar 2025 | €24.1b | €5.9b | €1.7b | 15.2x | 14.3x | 4.1x |
| Wed, 05 Feb 2025 | €24.3b | €5.5b | -€169,888,692.00 | 16.7x | -143.1x | 4.4x |
| Fri, 03 Jan 2025 | €22.9b | €5.5b | -€169,888,692.00 | 16.3x | -135x | 4.2x |
| Sun, 01 Dec 2024 | €23.8b | €5.5b | -€181,790,692.00 | 16.9x | -131.1x | 4.3x |
| Tue, 29 Oct 2024 | €24.5b | €5.5b | -€181,790,692.00 | 17.6x | -134.7x | 4.5x |
| Thu, 26 Sep 2024 | €24.4b | €5.5b | -€181,790,692.00 | 19.2x | -134.1x | 4.4x |
| Sat, 24 Aug 2024 | €22.7b | €5.5b | -€231,424,692.00 | 18.7x | -97.9x | 4.1x |
| Mon, 22 Jul 2024 | €22.2b | €5.3b | -€1,347,489,692.00 | 26.8x | -16.5x | 4.2x |
| Wed, 19 Jun 2024 | €22.1b | €5.3b | -€1,349,217,791.00 | 26.8x | -16.4x | 4.2x |
| Fri, 17 May 2024 | €23.3b | €5.3b | -€1,349,230,791.00 | 27.8x | -17.2x | 4.4x |
| Sun, 14 Apr 2024 | €21.7b | €5.3b | -€1,349,189,791.00 | 27.8x | -16.1x | 4.1x |
| Tue, 12 Mar 2024 | €21.5b | €5.3b | -€1,254,401,791.00 | 24.8x | -17.2x | 4.1x |
| Thu, 08 Feb 2024 | €20.7b | €5.2b | -€522,569,791.00 | 23.4x | -39.7x | 4x |
| Sat, 06 Jan 2024 | €20.7b | €5.2b | -€529,942,285.00 | 24x | -39.1x | 4x |
| Mon, 04 Dec 2023 | €19.3b | €5.2b | -€529,942,285.00 | 23x | -36.5x | 3.7x |
| Wed, 01 Nov 2023 | €17.0b | €5.2b | -€531,533,000.00 | 19.3x | -32x | 3.3x |
| Fri, 29 Sep 2023 | €16.9b | €5.2b | -€531,533,000.00 | 20.1x | -31.8x | 3.3x |
| Sun, 27 Aug 2023 | €17.6b | €5.2b | -€166,270,000.00 | 12.5x | -105.8x | 3.4x |
-105.8x
How does French Retail REITs compare with similar industries?
| FR Market | -2.46% | |
| Real Estate | -1.85% | |
| REITS | -1.04% | |
| Retail REITs | -2.07% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | -0.07% | |
| Residential REITs | -0.17% | |
| Industrial REITs | -0.87% | |
| Diversified REITs | -1.04% | |
| Hotel and Resort REITs | -1.75% | |
| Office REITs | -4.38% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SELER Selectirente | €86.00 | 0.6% +€2.1m | 5.5% | PB1x |