Narrative Update • May 02

The Retail REITs industry has stayed flat over the last week. As for the the longer term, the industry is up 19% over the past 12 months. Earnings are forecast to grow by 7.1% annually.
Has the French Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 09 May 2026 | €29.6b | €6.3b | €2.9b | 12.9x | 10.2x | 4.7x |
| Mon, 06 Apr 2026 | €28.8b | €6.3b | €2.9b | 12.8x | 9.9x | 4.6x |
| Wed, 04 Mar 2026 | €29.0b | €6.3b | €2.8b | 12.8x | 10.3x | 4.6x |
| Fri, 30 Jan 2026 | €27.2b | €6.3b | €2.4b | 14.3x | 11.4x | 4.3x |
| Sun, 28 Dec 2025 | €27.7b | €6.3b | €2.4b | 14.3x | 11.6x | 4.4x |
| Tue, 25 Nov 2025 | €26.9b | €6.3b | €2.4b | 14.7x | 11.3x | 4.2x |
| Thu, 23 Oct 2025 | €27.6b | €6.3b | €2.4b | 14.9x | 11.6x | 4.3x |
| Sat, 20 Sep 2025 | €27.3b | €6.3b | €2.4b | 14.8x | 11.4x | 4.3x |
| Mon, 18 Aug 2025 | €28.2b | €6.3b | €2.4b | 15x | 11.8x | 4.4x |
| Wed, 16 Jul 2025 | €25.6b | €5.9b | €1.7b | 15.8x | 15.2x | 4.3x |
| Fri, 13 Jun 2025 | €26.3b | €5.9b | €1.7b | 19x | 15.7x | 4.4x |
| Sun, 11 May 2025 | €24.9b | €5.9b | €1.7b | 18.1x | 14.8x | 4.2x |
| Tue, 08 Apr 2025 | €22.3b | €5.9b | €1.7b | 15.3x | 13.2x | 3.8x |
| Thu, 06 Mar 2025 | €24.7b | €5.9b | €1.7b | 15.2x | 14.7x | 4.2x |
| Sat, 01 Feb 2025 | €24.5b | €5.5b | -€169,888,692.00 | 16.7x | -144x | 4.5x |
| Mon, 30 Dec 2024 | €22.7b | €5.5b | -€169,888,692.00 | 16.5x | -133.6x | 4.1x |
| Wed, 27 Nov 2024 | €23.6b | €5.5b | -€181,790,692.00 | 16.9x | -129.9x | 4.3x |
| Fri, 25 Oct 2024 | €24.4b | €5.5b | -€181,790,692.00 | 17.9x | -134.3x | 4.4x |
| Sun, 22 Sep 2024 | €24.0b | €5.5b | -€181,790,692.00 | 19.2x | -132.3x | 4.4x |
| Tue, 20 Aug 2024 | €22.1b | €5.5b | -€231,424,692.00 | 18.7x | -95.4x | 4x |
| Thu, 18 Jul 2024 | €22.6b | €5.3b | -€1,347,489,692.00 | 26.8x | -16.8x | 4.3x |
| Sat, 15 Jun 2024 | €22.1b | €5.3b | -€1,349,217,791.00 | 26.8x | -16.4x | 4.2x |
| Mon, 13 May 2024 | €23.1b | €5.3b | -€1,349,230,791.00 | 28x | -17.1x | 4.4x |
| Wed, 10 Apr 2024 | €21.9b | €5.3b | -€1,349,189,791.00 | 28x | -16.3x | 4.2x |
| Fri, 08 Mar 2024 | €21.0b | €5.3b | -€1,254,401,791.00 | 24.8x | -16.8x | 4x |
| Sun, 04 Feb 2024 | €20.6b | €5.2b | -€522,569,791.00 | 23.8x | -39.4x | 4x |
| Tue, 02 Jan 2024 | €20.8b | €5.2b | -€529,942,285.00 | 23.8x | -39.2x | 4x |
| Thu, 30 Nov 2023 | €18.9b | €5.2b | -€529,942,285.00 | 22.9x | -35.6x | 3.6x |
| Sat, 28 Oct 2023 | €16.6b | €5.2b | -€531,533,000.00 | 19.2x | -31.2x | 3.2x |
| Mon, 25 Sep 2023 | €17.8b | €5.2b | -€531,533,000.00 | 21.1x | -33.5x | 3.4x |
| Wed, 23 Aug 2023 | €17.5b | €5.2b | -€166,270,000.00 | 12.2x | -105.2x | 3.4x |
| Fri, 21 Jul 2023 | €18.8b | €5.3b | €995.0m | 17.3x | 18.9x | 3.5x |
| Sun, 18 Jun 2023 | €17.3b | €5.3b | €995.0m | 16.8x | 17.4x | 3.3x |
| Tue, 16 May 2023 | €16.5b | €5.3b | €976.9m | 16x | 16.9x | 3.1x |
16.9x
How does French Retail REITs compare with similar industries?
| FR Market | 0.50% | |
| Real Estate | -0.45% | |
| REITS | -1.23% | |
| Retail REITs | -0.80% | |
| Office REITs | 0.99% | |
| Industrial REITs | 0.086% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
| Hotel and Resort REITs | -0.44% | |
| Diversified REITs | -1.23% | |
| Residential REITs | -1.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LI Klépierre | €34.52 | 0.2% +€17.2m | 4.8% | PB1.1x | |
| FREY Frey | €34.20 | 1.2% +€12.7m | 23.0% | PB1x | |
| SELER Selectirente | €84.50 | 1.2% +€4.2m | 3.0% | PB0.9x |