Narrative Update • Jun 02

The Retail REITs industry has stayed flat over the last week. The past year has been better, since the industry has gained 11% 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 |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | €29.1b | €6.3b | €2.9b | 13.1x | 10x | 4.6x |
| Mon, 04 May 2026 | €29.8b | €6.3b | €2.9b | 12.8x | 10.3x | 4.7x |
| Wed, 01 Apr 2026 | €27.8b | €6.3b | €2.9b | 12.7x | 9.6x | 4.4x |
| Fri, 27 Feb 2026 | €30.2b | €6.3b | €2.8b | 13.1x | 10.7x | 4.8x |
| Sun, 25 Jan 2026 | €27.0b | €6.3b | €2.4b | 14.2x | 11.3x | 4.3x |
| Tue, 23 Dec 2025 | €27.8b | €6.3b | €2.4b | 14.3x | 11.6x | 4.4x |
| Thu, 20 Nov 2025 | €27.1b | €6.3b | €2.4b | 14.8x | 11.4x | 4.3x |
| Sat, 18 Oct 2025 | €27.0b | €6.3b | €2.4b | 14.7x | 11.3x | 4.3x |
| Mon, 15 Sep 2025 | €27.6b | €6.3b | €2.4b | 14.9x | 11.6x | 4.4x |
| Wed, 13 Aug 2025 | €27.9b | €6.3b | €2.4b | 14.8x | 11.7x | 4.4x |
| Fri, 11 Jul 2025 | €25.6b | €5.9b | €1.7b | 15.9x | 15.2x | 4.3x |
| Sun, 08 Jun 2025 | €26.1b | €5.9b | €1.7b | 18.4x | 15.5x | 4.4x |
| Tue, 06 May 2025 | €25.5b | €5.9b | €1.7b | 18.7x | 15.2x | 4.3x |
| Thu, 03 Apr 2025 | €25.0b | €5.9b | €1.7b | 15.5x | 14.8x | 4.2x |
| Sat, 01 Mar 2025 | €25.5b | €5.9b | €1.7b | 15.4x | 15.2x | 4.3x |
| Mon, 27 Jan 2025 | €23.5b | €5.5b | -€169,888,692.00 | 16.3x | -138.4x | 4.3x |
| Wed, 25 Dec 2024 | €22.7b | €5.5b | -€169,888,692.00 | 16.5x | -133.4x | 4.1x |
| Fri, 22 Nov 2024 | €23.5b | €5.5b | -€181,790,692.00 | 16.9x | -129.5x | 4.3x |
| Sun, 20 Oct 2024 | €24.9b | €5.5b | -€181,790,692.00 | 18.9x | -136.8x | 4.5x |
| Tue, 17 Sep 2024 | €24.2b | €5.5b | -€231,424,692.00 | 19.2x | -104.7x | 4.4x |
| Thu, 15 Aug 2024 | €21.9b | €5.5b | -€231,424,692.00 | 18.8x | -94.6x | 4x |
| Sat, 13 Jul 2024 | €22.6b | €5.3b | -€1,347,489,692.00 | 26.8x | -16.7x | 4.3x |
| Mon, 10 Jun 2024 | €23.7b | €5.3b | -€1,349,217,791.00 | 28.4x | -17.6x | 4.5x |
| Wed, 08 May 2024 | €23.1b | €5.3b | -€1,349,230,791.00 | 27.7x | -17.1x | 4.4x |
| Fri, 05 Apr 2024 | €21.6b | €5.3b | -€1,349,189,791.00 | 28x | -16x | 4.1x |
| Sun, 03 Mar 2024 | €20.8b | €5.3b | -€1,249,964,791.00 | 24.8x | -16.6x | 3.9x |
| Tue, 30 Jan 2024 | €20.9b | €5.2b | -€522,569,791.00 | 24x | -39.9x | 4x |
| Thu, 28 Dec 2023 | €21.0b | €5.2b | -€529,942,285.00 | 24x | -39.6x | 4x |
| Sat, 25 Nov 2023 | €18.3b | €5.2b | -€529,942,285.00 | 23x | -34.5x | 3.5x |
| Mon, 23 Oct 2023 | €16.2b | €5.2b | -€531,533,000.00 | 19.4x | -30.5x | 3.1x |
| Wed, 20 Sep 2023 | €17.9b | €5.2b | -€531,533,000.00 | 20.6x | -33.6x | 3.4x |
| Fri, 18 Aug 2023 | €17.8b | €5.2b | -€166,270,000.00 | 12.4x | -107.1x | 3.4x |
| Sun, 16 Jul 2023 | €18.7b | €5.3b | €995.0m | 17.5x | 18.8x | 3.5x |
| Tue, 13 Jun 2023 | €17.1b | €5.3b | €995.0m | 16x | 17.2x | 3.2x |
17.2x
How does French Retail REITs compare with similar industries?
| FR Market | -0.16% | |
| Real Estate | -1.31% | |
| REITS | -1.62% | |
| Retail REITs | -0.91% | |
| Specialized REITs | 0% | 0 |
| Hotel and Resort REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
| Diversified REITs | -1.62% | |
| Office REITs | -1.92% | |
| Residential REITs | -1.96% | |
| Industrial REITs | -3.44% | |
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 | 1.7% +€6.2m | 2.9% | PB1x |