Narrative Update • Jun 17

Last week, the Retail REITs industry hasn't moved much but Frey is up 4.6% in that time. The past year has been better, since the industry has gained 13% in that time. Looking forward, earnings are forecast to grow by 6.9% annually.
Has the French Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | €29.6b | €6.3b | €2.9b | 12.9x | 10.2x | 4.7x |
| Sun, 17 May 2026 | €28.4b | €6.3b | €2.9b | 12.9x | 9.8x | 4.5x |
| Tue, 14 Apr 2026 | €29.7b | €6.3b | €2.9b | 13.1x | 10.3x | 4.7x |
| Thu, 12 Mar 2026 | €27.8b | €6.3b | €2.9b | 12.7x | 9.6x | 4.4x |
| Sat, 07 Feb 2026 | €28.0b | €6.3b | €2.4b | 14.7x | 11.7x | 4.4x |
| Mon, 05 Jan 2026 | €27.6b | €6.3b | €2.4b | 14.3x | 11.6x | 4.3x |
| Wed, 03 Dec 2025 | €27.5b | €6.3b | €2.4b | 14.9x | 11.5x | 4.3x |
| Fri, 31 Oct 2025 | €27.1b | €6.3b | €2.4b | 14.8x | 11.3x | 4.3x |
| Sun, 28 Sep 2025 | €27.3b | €6.3b | €2.4b | 14.8x | 11.4x | 4.3x |
| Tue, 26 Aug 2025 | €28.2b | €6.3b | €2.4b | 15x | 11.8x | 4.4x |
| Thu, 24 Jul 2025 | €26.1b | €5.9b | €1.7b | 16.2x | 15.4x | 4.4x |
| Sat, 21 Jun 2025 | €26.0b | €5.9b | €1.7b | 18.6x | 15.5x | 4.4x |
| Mon, 19 May 2025 | €25.8b | €5.9b | €1.7b | 18.8x | 15.3x | 4.4x |
| Wed, 16 Apr 2025 | €23.7b | €5.9b | €1.7b | 15.5x | 14x | 4x |
| Fri, 14 Mar 2025 | €24.2b | €5.9b | €1.7b | 15.4x | 14.3x | 4.1x |
| Sun, 09 Feb 2025 | €24.5b | €5.5b | -€169,888,692.00 | 16.9x | -144.5x | 4.5x |
| Tue, 07 Jan 2025 | €23.0b | €5.5b | -€169,888,692.00 | 16.3x | -135.4x | 4.2x |
| Thu, 05 Dec 2024 | €23.6b | €5.5b | -€181,790,692.00 | 16.9x | -129.6x | 4.3x |
| Sat, 02 Nov 2024 | €23.9b | €5.5b | -€181,790,692.00 | 16.9x | -131.4x | 4.3x |
| Mon, 30 Sep 2024 | €24.6b | €5.5b | -€181,790,692.00 | 19.2x | -135.4x | 4.5x |
| Wed, 28 Aug 2024 | €22.8b | €5.5b | -€231,424,692.00 | 18.7x | -98.6x | 4.2x |
| Fri, 26 Jul 2024 | €21.6b | €5.3b | -€1,341,679,692.00 | 26.8x | -16.1x | 4.1x |
| Sun, 23 Jun 2024 | €22.3b | €5.3b | -€1,349,217,791.00 | 26.8x | -16.5x | 4.2x |
| Tue, 21 May 2024 | €23.0b | €5.3b | -€1,349,230,791.00 | 28.1x | -17.1x | 4.3x |
| Thu, 18 Apr 2024 | €21.8b | €5.3b | -€1,349,230,791.00 | 27.8x | -16.2x | 4.1x |
| Sat, 16 Mar 2024 | €21.1b | €5.3b | -€1,254,401,791.00 | 24.8x | -16.9x | 4x |
| Mon, 12 Feb 2024 | €21.1b | €5.3b | -€1,191,069,791.00 | 23x | -17.7x | 4x |
| Wed, 10 Jan 2024 | €20.7b | €5.2b | -€529,942,285.00 | 24x | -39.1x | 4x |
| Fri, 08 Dec 2023 | €19.7b | €5.2b | -€529,942,285.00 | 22.9x | -37.2x | 3.8x |
| Sun, 05 Nov 2023 | €18.5b | €5.2b | -€531,533,000.00 | 20.9x | -34.8x | 3.6x |
| Tue, 03 Oct 2023 | €17.3b | €5.2b | -€531,533,000.00 | 20.8x | -32.6x | 3.3x |
| Thu, 31 Aug 2023 | €18.0b | €5.2b | -€166,270,000.00 | 13.1x | -108.5x | 3.5x |
| Sat, 29 Jul 2023 | €18.2b | €5.2b | -€132,011,000.00 | 11.9x | -138x | 3.5x |
| Mon, 26 Jun 2023 | €16.7b | €5.3b | €995.0m | 16.3x | 16.8x | 3.1x |
16.8x
How does French Retail REITs compare with similar industries?
| FR Market | 2.84% | |
| Real Estate | -0.64% | |
| REITS | -0.93% | |
| Retail REITs | -1.09% | |
| Office REITs | 0.44% | |
| Industrial REITs | 0.18% | |
| Specialized REITs | 0% | 0 |
| Hotel and Resort REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
| Residential REITs | -0.91% | |
| Diversified REITs | -0.93% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FREY Frey | €36.40 | 4.6% +€50.9m | 26.4% | PB1.1x |