Narrative Update • May 02

The Retail REITs industry has stayed flat over the last week. The past year has been better, since the industry has gained 17% in that time. As for the next few years, earnings are expected to grow by 6.6% per annum.
Has the French Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 14 May 2026 | €29.2b | €6.3b | €2.9b | 12.9x | 10.1x | 4.6x |
| Sat, 11 Apr 2026 | €29.8b | €6.3b | €2.9b | 13x | 10.3x | 4.7x |
| Mon, 09 Mar 2026 | €28.5b | €6.3b | €2.9b | 12.7x | 9.8x | 4.5x |
| Wed, 04 Feb 2026 | €27.4b | €6.3b | €2.4b | 14.5x | 11.5x | 4.3x |
| Fri, 02 Jan 2026 | €27.8b | €6.3b | €2.4b | 14.3x | 11.6x | 4.4x |
| Sun, 30 Nov 2025 | €27.6b | €6.3b | €2.4b | 14.9x | 11.6x | 4.4x |
| Tue, 28 Oct 2025 | €27.2b | €6.3b | €2.4b | 14.8x | 11.4x | 4.3x |
| Thu, 25 Sep 2025 | €27.1b | €6.3b | €2.4b | 14.8x | 11.4x | 4.3x |
| Sat, 23 Aug 2025 | €28.6b | €6.3b | €2.4b | 15.1x | 12x | 4.5x |
| Mon, 21 Jul 2025 | €25.7b | €5.9b | €1.7b | 15.9x | 15.2x | 4.3x |
| Wed, 18 Jun 2025 | €26.4b | €5.9b | €1.7b | 18.8x | 15.7x | 4.5x |
| Fri, 16 May 2025 | €25.6b | €5.9b | €1.7b | 18.1x | 15.2x | 4.3x |
| Sun, 13 Apr 2025 | €22.6b | €5.9b | €1.7b | 15.5x | 13.4x | 3.8x |
| Tue, 11 Mar 2025 | €24.1b | €5.9b | €1.7b | 15.3x | 14.3x | 4.1x |
| Thu, 06 Feb 2025 | €24.2b | €5.5b | -€169,888,692.00 | 16.9x | -142.2x | 4.4x |
| Sat, 04 Jan 2025 | €23.0b | €5.5b | -€169,888,692.00 | 16.3x | -135.2x | 4.2x |
| Mon, 02 Dec 2024 | €23.8b | €5.5b | -€181,790,692.00 | 16.9x | -131.1x | 4.3x |
| Wed, 30 Oct 2024 | €24.3b | €5.5b | -€181,790,692.00 | 17.6x | -133.7x | 4.4x |
| Fri, 27 Sep 2024 | €24.7b | €5.5b | -€181,790,692.00 | 19.2x | -135.8x | 4.5x |
| Sun, 25 Aug 2024 | €22.7b | €5.5b | -€231,424,692.00 | 18.7x | -97.9x | 4.1x |
| Tue, 23 Jul 2024 | €22.2b | €5.3b | -€1,347,489,692.00 | 26.8x | -16.4x | 4.2x |
| Thu, 20 Jun 2024 | €22.0b | €5.3b | -€1,349,217,791.00 | 26.5x | -16.3x | 4.2x |
| Sat, 18 May 2024 | €23.2b | €5.3b | -€1,349,230,791.00 | 28.1x | -17.2x | 4.4x |
| Mon, 15 Apr 2024 | €21.7b | €5.3b | -€1,349,189,791.00 | 27.8x | -16.1x | 4.1x |
| Wed, 13 Mar 2024 | €21.3b | €5.3b | -€1,254,401,791.00 | 24.8x | -17x | 4x |
| Fri, 09 Feb 2024 | €21.1b | €5.3b | -€1,191,069,791.00 | 23.4x | -17.7x | 4x |
| Sun, 07 Jan 2024 | €20.7b | €5.2b | -€529,942,285.00 | 24x | -39.1x | 4x |
| Tue, 05 Dec 2023 | €19.6b | €5.2b | -€529,942,285.00 | 23.2x | -36.9x | 3.8x |
| Thu, 02 Nov 2023 | €17.0b | €5.2b | -€531,533,000.00 | 19.2x | -32x | 3.3x |
| Sat, 30 Sep 2023 | €17.3b | €5.2b | -€531,533,000.00 | 20.7x | -32.6x | 3.3x |
| Mon, 28 Aug 2023 | €17.6b | €5.2b | -€166,270,000.00 | 12.5x | -105.8x | 3.4x |
| Wed, 26 Jul 2023 | €18.4b | €5.3b | €995.0m | 17x | 18.5x | 3.5x |
| Fri, 23 Jun 2023 | €16.9b | €5.3b | €995.0m | 16.5x | 16.9x | 3.2x |
| Sun, 21 May 2023 | €16.2b | €5.3b | €976.9m | 15.8x | 16.6x | 3.1x |
16.6x
How does French Retail REITs compare with similar industries?
| FR Market | -3.48% | |
| Real Estate | -2.71% | |
| REITS | -4.21% | |
| Retail REITs | -2.72% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
| Hotel and Resort REITs | -1.32% | |
| Office REITs | -2.16% | |
| Industrial REITs | -2.22% | |
| Residential REITs | -3.94% | |
| Diversified REITs | -4.21% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FREY Frey | €34.40 | 1.2% +€12.7m | 23.7% | PB1x | |
| SELER Selectirente | €85.00 | 0.6% +€2.1m | 3.7% | PB0.9x |