Narrative Update • Jun 07

In the last week, Retail REITs has been flat. As for the the longer term, the industry is up 9.8% over the past 12 months. As for the next few years, earnings are expected to grow by 6.9% per annum.
Has the French Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | €29.0b | €6.3b | €2.9b | 13.2x | 10x | 4.6x |
| Wed, 06 May 2026 | €29.6b | €6.3b | €2.9b | 12.9x | 10.2x | 4.7x |
| Fri, 03 Apr 2026 | €28.8b | €6.3b | €2.9b | 12.8x | 9.9x | 4.6x |
| Sun, 01 Mar 2026 | €30.6b | €6.3b | €2.8b | 13.2x | 10.8x | 4.9x |
| Tue, 27 Jan 2026 | €27.2b | €6.3b | €2.4b | 14.3x | 11.4x | 4.3x |
| Thu, 25 Dec 2025 | €27.7b | €6.3b | €2.4b | 14.3x | 11.6x | 4.4x |
| Sat, 22 Nov 2025 | €26.9b | €6.3b | €2.4b | 14.7x | 11.3x | 4.2x |
| Mon, 20 Oct 2025 | €27.0b | €6.3b | €2.4b | 14.7x | 11.3x | 4.3x |
| Wed, 17 Sep 2025 | €27.3b | €6.3b | €2.4b | 14.9x | 11.5x | 4.3x |
| Fri, 15 Aug 2025 | €27.9b | €6.3b | €2.4b | 14.8x | 11.7x | 4.4x |
| Sun, 13 Jul 2025 | €25.5b | €5.9b | €1.7b | 15.8x | 15.1x | 4.3x |
| Tue, 10 Jun 2025 | €26.3b | €5.9b | €1.7b | 18.7x | 15.6x | 4.4x |
| Thu, 08 May 2025 | €25.4b | €5.9b | €1.7b | 18.1x | 15.1x | 4.3x |
| Sat, 05 Apr 2025 | €23.2b | €5.9b | €1.7b | 15.6x | 13.7x | 3.9x |
| Mon, 03 Mar 2025 | €25.2b | €5.9b | €1.7b | 15.4x | 15x | 4.3x |
| Wed, 29 Jan 2025 | €23.8b | €5.5b | -€169,888,692.00 | 16.5x | -140.1x | 4.3x |
| Fri, 27 Dec 2024 | €22.7b | €5.5b | -€169,888,692.00 | 16.5x | -133.4x | 4.1x |
| Sun, 24 Nov 2024 | €24.0b | €5.5b | -€181,790,692.00 | 17.2x | -132.3x | 4.4x |
| Tue, 22 Oct 2024 | €24.6b | €5.5b | -€181,790,692.00 | 18.3x | -135.4x | 4.5x |
| Thu, 19 Sep 2024 | €24.2b | €5.5b | -€181,790,692.00 | 19x | -133x | 4.4x |
| Sat, 17 Aug 2024 | €21.9b | €5.5b | -€231,424,692.00 | 18.5x | -94.7x | 4x |
| Mon, 15 Jul 2024 | €22.6b | €5.3b | -€1,347,489,692.00 | 26.8x | -16.7x | 4.3x |
| Wed, 12 Jun 2024 | €22.8b | €5.3b | -€1,349,217,791.00 | 27.3x | -16.9x | 4.3x |
| Fri, 10 May 2024 | €23.1b | €5.3b | -€1,349,230,791.00 | 28x | -17.1x | 4.4x |
| Sun, 07 Apr 2024 | €21.5b | €5.3b | -€1,349,189,791.00 | 28x | -16x | 4.1x |
| Tue, 05 Mar 2024 | €20.9b | €5.3b | -€1,249,964,791.00 | 24.8x | -16.7x | 3.9x |
| Thu, 01 Feb 2024 | €21.0b | €5.2b | -€522,569,791.00 | 24.1x | -40.1x | 4x |
| Sat, 30 Dec 2023 | €20.8b | €5.2b | -€529,942,285.00 | 23.8x | -39.2x | 4x |
| Mon, 27 Nov 2023 | €18.3b | €5.2b | -€529,942,285.00 | 23x | -34.5x | 3.5x |
| Wed, 25 Oct 2023 | €16.2b | €5.2b | -€531,533,000.00 | 19.2x | -30.4x | 3.1x |
| Fri, 22 Sep 2023 | €18.0b | €5.2b | -€531,533,000.00 | 21.1x | -33.9x | 3.5x |
| Sun, 20 Aug 2023 | €17.6b | €5.2b | -€166,270,000.00 | 12.2x | -105.7x | 3.4x |
| Tue, 18 Jul 2023 | €18.5b | €5.3b | €995.0m | 17.3x | 18.6x | 3.5x |
| Thu, 15 Jun 2023 | €17.2b | €5.3b | €995.0m | 16.4x | 17.2x | 3.2x |
17.2x
How does French Retail REITs compare with similar industries?
| FR Market | 0.44% | |
| Real Estate | -1.21% | |
| REITS | -2.45% | |
| Retail REITs | -0.47% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
| Office REITs | -1.21% | |
| Hotel and Resort REITs | -1.72% | |
| Industrial REITs | -1.98% | |
| Residential REITs | -2.40% | |
| Diversified REITs | -2.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FREY Frey | €35.00 | 0.6% +€6.4m | 21.5% | PB1.1x | |
| SELER Selectirente | €88.00 | 1.1% +€4.2m | 2.9% | PB1x |