Sirius Real Estate Limited (LON:SRE) Looks Inexpensive But Perhaps Not Attractive Enough
Oct 28
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U.K. (FTSE) Real Estate Sector Analysis
UpdatedNov 15, 2025
DataAggregated Company Financials
Companies65
- 7D-2.8%
- 3M2.1%
- 1Y-3.2%
- YTD0.7%
Over the last 7 days, the Real Estate industry has dropped 2.4%, driven by SEGRO declining 3.2%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 13% annually.
Sector Valuation and Performance
Has the U.K. Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Nov 2025 | UK£57.8b | UK£10.8b | UK£4.4b | 11.5x | 13.1x | 5.4x |
| Thu, 16 Oct 2025 | UK£56.7b | UK£10.8b | UK£4.4b | 12.1x | 12.9x | 5.3x |
| Sat, 13 Sep 2025 | UK£53.9b | UK£10.7b | UK£4.4b | 11.3x | 12.1x | 5x |
| Mon, 11 Aug 2025 | UK£61.0b | UK£13.6b | UK£4.4b | 12.6x | 13.9x | 4.5x |
| Wed, 09 Jul 2025 | UK£61.8b | UK£13.4b | UK£4.1b | 13.4x | 14.9x | 4.6x |
| Fri, 06 Jun 2025 | UK£62.7b | UK£13.4b | UK£4.1b | 14.2x | 15.2x | 4.7x |
| Sun, 04 May 2025 | UK£62.5b | UK£13.4b | UK£3.2b | 18.7x | 19.5x | 4.7x |
| Tue, 01 Apr 2025 | UK£58.9b | UK£13.4b | UK£3.0b | 17.8x | 19.6x | 4.4x |
| Thu, 27 Feb 2025 | UK£59.8b | UK£13.4b | UK£1.6b | 21x | 37.1x | 4.5x |
| Sat, 25 Jan 2025 | UK£58.3b | UK£13.5b | UK£809.1m | 20.2x | 72.1x | 4.3x |
| Mon, 23 Dec 2024 | UK£58.7b | UK£13.5b | UK£800.6m | 20.7x | 73.3x | 4.4x |
| Wed, 20 Nov 2024 | UK£61.7b | UK£13.6b | UK£213.5m | 19.1x | 289.2x | 4.6x |
| Fri, 18 Oct 2024 | UK£68.3b | UK£13.5b | -UK£654,822,391.67 | 16.6x | -104.4x | 5.1x |
| Sun, 15 Sep 2024 | UK£70.8b | UK£13.5b | -UK£657,901,277.85 | 17.6x | -107.7x | 5.2x |
| Tue, 13 Aug 2024 | UK£66.8b | UK£13.6b | -UK£590,619,256.92 | 16.5x | -113.2x | 4.9x |
| Thu, 11 Jul 2024 | UK£67.1b | UK£13.5b | -UK£556,739,317.76 | 17.5x | -120.5x | 5x |
| Sat, 08 Jun 2024 | UK£66.1b | UK£13.5b | -UK£983,568,185.19 | 15.6x | -67.2x | 4.9x |
| Mon, 06 May 2024 | UK£64.1b | UK£13.5b | -UK£3,007,800,138.11 | 18.8x | -21.3x | 4.8x |
| Wed, 03 Apr 2024 | UK£62.8b | UK£13.6b | -UK£3,691,838,546.53 | 14.6x | -17x | 4.6x |
| Fri, 01 Mar 2024 | UK£60.3b | UK£13.6b | -UK£5,747,362,811.84 | 15.5x | -10.5x | 4.4x |
| Sun, 28 Jan 2024 | UK£68.2b | UK£14.9b | -UK£8,585,386,077.00 | 14.9x | -7.9x | 4.6x |
| Tue, 26 Dec 2023 | UK£71.0b | UK£14.9b | -UK£8,413,686,028.00 | 14.1x | -8.4x | 4.8x |
| Thu, 23 Nov 2023 | UK£65.8b | UK£14.8b | -UK£8,463,633,189.00 | 12.4x | -7.8x | 4.4x |
| Sat, 21 Oct 2023 | UK£58.9b | UK£14.7b | -UK£8,173,850,681.00 | 12.8x | -7.2x | 4x |
| Mon, 18 Sep 2023 | UK£62.9b | UK£14.9b | -UK£7,136,706,142.00 | 11.3x | -8.8x | 4.2x |
| Wed, 16 Aug 2023 | UK£63.2b | UK£14.9b | -UK£6,801,005,867.00 | 11.1x | -9.3x | 4.2x |
| Fri, 14 Jul 2023 | UK£65.4b | UK£14.9b | -UK£4,984,549,940.00 | 11.2x | -13.1x | 4.4x |
| Sun, 11 Jun 2023 | UK£68.8b | UK£15.0b | -UK£4,305,911,586.00 | 10.5x | -16x | 4.6x |
| Tue, 09 May 2023 | UK£71.1b | UK£14.9b | UK£1.3b | 8.4x | 54.1x | 4.8x |
| Thu, 06 Apr 2023 | UK£67.7b | UK£14.8b | UK£1.9b | 7.7x | 35.1x | 4.6x |
| Sat, 04 Mar 2023 | UK£68.4b | UK£14.4b | UK£3.1b | 7.4x | 22.4x | 4.8x |
| Mon, 30 Jan 2023 | UK£69.9b | UK£14.4b | UK£12.0b | 7.5x | 5.8x | 4.8x |
| Wed, 28 Dec 2022 | UK£64.6b | UK£14.5b | UK£12.0b | 6.9x | 5.4x | 4.5x |
| Fri, 25 Nov 2022 | UK£68.1b | UK£14.4b | UK£12.6b | 7.4x | 5.4x | 4.7x |
Price to Earnings Ratio
5.4x
Current Industry PE
- Investors are pessimistic on the British Real Estate 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 13.1x which is higher than its 3-year average PE of -5.4x.
- The 3-year average PS ratio of 4.6x is lower than the industry's current PS ratio of 5.4x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 31% per year over the last three years,
- Revenues have also declined 9.2% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.K. Real Estate sector?
| GB Market | -1.13% | |
| Real Estate | -2.82% | |
| Residential REITs | -1.67% | |
| Specialized REITs | -1.77% | |
| Real Estate | -2.07% | |
| Health Care REITs | -2.09% | |
| Retail REITs | -2.60% | |
| Industrial REITs | -2.86% | |
| Office REITs | -3.25% | |
| REITS | -3.98% | |
Industry PE
- Investors are most optimistic about the Health Care REITs industry which is trading above its 3-year average PE ratio of 8.9x.
- Analysts are expecting annual earnings growth of 19.3%, which is higher than its past year's earnings decline of 16.7% per year.
- Investors are most pessimistic about the Specialized REITs industry, which is trading close to its 3-year average of 7.8x.
Forecasted Growth
- Analysts are most optimistic on the Health Care REITs industry, expecting annual earnings growth of 19% over the next 5 years.
- This is better than its past earnings decline of 17% per year.
- In contrast, the Specialized REITs industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DAR Dar Global | US$8.20 | 3.8% +US$54.0m | 82.2% | PE36.9x | |
| IWG International Workplace Group | UK£2.22 | 1.6% +UK£35.5m | 32.1% | PE133x | |
| FOXT Foxtons Group | UK£0.55 | 4.0% +UK£6.0m | 0.2% | PE10.3x | |
| RGG RentGuarantor Holdings | UK£0.18 | 23.1% +UK£4.9m | -33.8% | PS15.1x | |
| HLCL Helical | UK£2.09 | 1.5% +UK£3.7m | 11.2% | PB0.6x |
