Narrative Update • May 02

Over the last 7 days, the Retail REITs industry has dropped 4.0%, driven by Unibail-Rodamco-Westfield declining 6.7%. In the past year, the industry has gained 9.9%. Looking forward, earnings are forecast to grow by 7.0% annually.
Has the French Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 18 May 2026 | €28.4b | €6.3b | €2.9b | 12.9x | 9.8x | 4.5x |
| Wed, 15 Apr 2026 | €30.2b | €6.3b | €2.9b | 13.1x | 10.4x | 4.8x |
| Fri, 13 Mar 2026 | €27.7b | €6.3b | €2.9b | 12.7x | 9.6x | 4.4x |
| Sun, 08 Feb 2026 | €28.0b | €6.3b | €2.4b | 14.7x | 11.7x | 4.4x |
| Tue, 06 Jan 2026 | €27.5b | €6.3b | €2.4b | 14.4x | 11.5x | 4.3x |
| Thu, 04 Dec 2025 | €27.3b | €6.3b | €2.4b | 14.8x | 11.4x | 4.3x |
| Sat, 01 Nov 2025 | €27.0b | €6.3b | €2.4b | 14.7x | 11.3x | 4.3x |
| Mon, 29 Sep 2025 | €27.3b | €6.3b | €2.4b | 14.8x | 11.4x | 4.3x |
| Wed, 27 Aug 2025 | €27.8b | €6.3b | €2.4b | 14.9x | 11.6x | 4.4x |
| Fri, 25 Jul 2025 | €26.2b | €6.0b | €1.7b | 16.1x | 15.2x | 4.4x |
| Sun, 22 Jun 2025 | €26.0b | €5.9b | €1.7b | 18.6x | 15.5x | 4.4x |
| Tue, 20 May 2025 | €25.8b | €5.9b | €1.7b | 18.9x | 15.3x | 4.4x |
| Thu, 17 Apr 2025 | €23.8b | €5.9b | €1.7b | 15.5x | 14.1x | 4x |
| Sat, 15 Mar 2025 | €24.2b | €5.9b | €1.7b | 15.5x | 14.3x | 4.1x |
| Mon, 10 Feb 2025 | €24.5b | €5.5b | -€169,888,692.00 | 16.9x | -144.5x | 4.5x |
| Wed, 08 Jan 2025 | €23.1b | €5.5b | -€169,888,692.00 | 16.3x | -136.2x | 4.2x |
| Fri, 06 Dec 2024 | €23.6b | €5.5b | -€181,790,692.00 | 16.8x | -129.6x | 4.3x |
| Sun, 03 Nov 2024 | €23.9b | €5.5b | -€181,790,692.00 | 16.9x | -131.4x | 4.3x |
| Tue, 01 Oct 2024 | €24.5b | €5.5b | -€181,790,692.00 | 19.1x | -134.5x | 4.4x |
| Thu, 29 Aug 2024 | €22.8b | €5.5b | -€231,424,692.00 | 18.6x | -98.4x | 4.1x |
| Sat, 27 Jul 2024 | €21.4b | €5.4b | -€725,879,692.00 | 19.2x | -29.4x | 4x |
| Mon, 24 Jun 2024 | €22.3b | €5.3b | -€1,349,217,791.00 | 26.8x | -16.5x | 4.2x |
| Wed, 22 May 2024 | €23.2b | €5.3b | -€1,349,230,791.00 | 28.1x | -17.2x | 4.4x |
| Fri, 19 Apr 2024 | €22.1b | €5.3b | -€1,349,230,791.00 | 28x | -16.4x | 4.2x |
| Sun, 17 Mar 2024 | €21.1b | €5.3b | -€1,254,401,791.00 | 24.8x | -16.9x | 4x |
| Tue, 13 Feb 2024 | €21.4b | €5.3b | -€1,191,069,791.00 | 23.1x | -18x | 4x |
| Thu, 11 Jan 2024 | €20.7b | €5.2b | -€529,942,285.00 | 24.1x | -39.1x | 4x |
| Sat, 09 Dec 2023 | €19.8b | €5.2b | -€529,942,285.00 | 23x | -37.4x | 3.8x |
| Mon, 06 Nov 2023 | €18.5b | €5.2b | -€531,533,000.00 | 20.9x | -34.8x | 3.6x |
| Wed, 04 Oct 2023 | €17.3b | €5.2b | -€531,533,000.00 | 20.6x | -32.5x | 3.3x |
| Fri, 01 Sep 2023 | €18.1b | €5.2b | -€166,270,000.00 | 13.2x | -109.2x | 3.5x |
| Sun, 30 Jul 2023 | €18.2b | €5.2b | -€132,011,000.00 | 11.9x | -138x | 3.5x |
| Tue, 27 Jun 2023 | €16.8b | €5.3b | €995.0m | 16.3x | 16.9x | 3.2x |
| Thu, 25 May 2023 | €16.3b | €5.3b | €976.9m | 15.6x | 16.7x | 3.1x |
16.7x
How does French Retail REITs compare with similar industries?
| FR Market | -0.95% | |
| Real Estate | -3.28% | |
| REITS | -3.43% | |
| Retail REITs | -4.11% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
| Office REITs | -1.99% | |
| Hotel and Resort REITs | -2.18% | |
| Residential REITs | -2.91% | |
| Diversified REITs | -3.43% | |
| Industrial REITs | -3.95% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FREY Frey | €34.60 | 1.2% +€12.7m | 24.5% | PB1x |