Narrative Update • May 21
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French (CAC) Retail REITs Industry Analysis
UpdatedMay 24, 2026
DataAggregated Company Financials
Companies9
- 7D1.9%
- 3M-3.6%
- 1Y11.6%
- YTDn/a
Over the last 7 days, the Retail REITs industry has risen 1.9%, driven by gains from Unibail-Rodamco-Westfield of 2.7%. This takes the industry's 12 month performance to a gain of 12%. As for the next few years, earnings are expected to grow by 7.0% per annum.
Industry Valuation and Performance
Has the French Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | €29.0b | €6.3b | €2.9b | 12.9x | 10x | 4.6x |
| Tue, 21 Apr 2026 | €30.6b | €6.3b | €2.9b | 13.2x | 10.5x | 4.8x |
| Thu, 19 Mar 2026 | €28.7b | €6.3b | €2.9b | 12.9x | 9.9x | 4.6x |
| Sat, 14 Feb 2026 | €28.7b | €6.3b | €2.9b | 11.4x | 10x | 4.5x |
| Mon, 12 Jan 2026 | €28.0b | €6.3b | €2.4b | 14.5x | 11.7x | 4.4x |
| Wed, 10 Dec 2025 | €27.2b | €6.3b | €2.4b | 14.1x | 11.4x | 4.3x |
| Fri, 07 Nov 2025 | €27.1b | €6.3b | €2.4b | 14.7x | 11.4x | 4.3x |
| Sun, 05 Oct 2025 | €27.3b | €6.3b | €2.4b | 14.9x | 11.4x | 4.3x |
| Tue, 02 Sep 2025 | €27.4b | €6.3b | €2.4b | 14.9x | 11.5x | 4.3x |
| Thu, 31 Jul 2025 | €26.6b | €6.0b | €1.7b | 16.2x | 15.8x | 4.4x |
| Sat, 28 Jun 2025 | €25.7b | €5.9b | €1.7b | 18.3x | 15.3x | 4.3x |
| Mon, 26 May 2025 | €25.9b | €5.9b | €1.7b | 18.5x | 15.4x | 4.4x |
| Wed, 23 Apr 2025 | €24.2b | €5.9b | €1.7b | 19.2x | 14.4x | 4.1x |
| Fri, 21 Mar 2025 | €24.6b | €5.9b | €1.7b | 15.4x | 14.5x | 4.1x |
| Sun, 16 Feb 2025 | €24.9b | €5.9b | €1.7b | 15.4x | 14.8x | 4.2x |
| Tue, 14 Jan 2025 | €22.6b | €5.5b | -€169,888,692.00 | 16.3x | -133.2x | 4.1x |
| Thu, 12 Dec 2024 | €22.9b | €5.5b | -€181,790,692.00 | 16.5x | -126.1x | 4.2x |
| Sat, 09 Nov 2024 | €23.4b | €5.5b | -€181,790,692.00 | 17x | -128.9x | 4.3x |
| Mon, 07 Oct 2024 | €24.1b | €5.5b | -€181,790,692.00 | 18.6x | -132.5x | 4.4x |
| Wed, 04 Sep 2024 | €23.0b | €5.5b | -€231,424,692.00 | 18.6x | -99.2x | 4.2x |
| Fri, 02 Aug 2024 | €22.2b | €5.4b | -€231,409,692.00 | 18.6x | -95.7x | 4.1x |
| Sun, 30 Jun 2024 | €22.0b | €5.3b | -€1,347,857,031.00 | 26.7x | -16.3x | 4.1x |
| Tue, 28 May 2024 | €23.4b | €5.3b | -€1,349,230,791.00 | 28.1x | -17.3x | 4.4x |
| Thu, 25 Apr 2024 | €22.6b | €5.3b | -€1,349,230,791.00 | 28x | -16.8x | 4.3x |
| Sat, 23 Mar 2024 | €21.7b | €5.3b | -€1,349,189,791.00 | 27.5x | -16.1x | 4.1x |
| Mon, 19 Feb 2024 | €21.0b | €5.3b | -€1,173,764,791.00 | 21.7x | -17.9x | 3.9x |
| Wed, 17 Jan 2024 | €20.8b | €5.2b | -€529,942,285.00 | 24.3x | -39.3x | 4x |
| Fri, 15 Dec 2023 | €20.7b | €5.2b | -€529,942,285.00 | 23.5x | -39.1x | 4x |
| Sun, 12 Nov 2023 | €17.6b | €5.2b | -€531,533,000.00 | 20.7x | -33.1x | 3.4x |
| Tue, 10 Oct 2023 | €16.8b | €5.2b | -€531,533,000.00 | 20.1x | -31.7x | 3.2x |
| Thu, 07 Sep 2023 | €18.2b | €5.2b | -€288,033,000.00 | 16.7x | -63.1x | 3.5x |
| Sat, 05 Aug 2023 | €18.1b | €5.2b | -€166,289,000.00 | 12.1x | -108.9x | 3.5x |
| Mon, 03 Jul 2023 | €17.4b | €5.3b | €995.0m | 16.8x | 17.5x | 3.3x |
| Wed, 31 May 2023 | €16.3b | €5.3b | €995.0m | 15.3x | 16.3x | 3.1x |
Price to Earnings Ratio
16.3x
Current Industry PE
- Investors are pessimistic on the French Retail REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 10.0x which is higher than its 3-year average PE of -27.8x.
- The 3-year average PS ratio of 4.1x is lower than the industry's current PS ratio of 4.6x.
Past Earnings Growth
- The earnings for companies in the Retail REITs industry have grown 44% per year over the last three years.
- Revenues for these companies have grown 6.0% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does French Retail REITs compare with similar industries?
| FR Market | 2.05% | |
| Real Estate | 1.35% | |
| REITS | 0.95% | |
| Retail REITs | 1.94% | |
| Residential REITs | 1.86% | |
| Industrial REITs | 1.43% | |
| Office REITs | 1.43% | |
| Diversified REITs | 0.95% | |
| Hotel and Resort REITs | 0.45% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | 0% | 0 |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| URW Unibail-Rodamco-Westfield | €97.60 | 2.7% +€375.0m | 24.0% | PB0.8x | |
| LI Klépierre | €34.74 | 2.4% +€229.1m | 2.1% | PB1.1x | |
| MERY Mercialys | €11.96 | 2.4% +€26.1m | 12.0% | PB1.9x | |
| SELER Selectirente | €85.00 | 0.6% +€2.1m | 2.4% | PB0.9x |