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U.K. (FTSE) Real Estate Sector Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies96
  • 7D-1.1%
  • 3M-0.9%
  • 1Y23.4%
  • YTD18.7%

Over the last 7 days, the Real Estate industry has dropped 1.1%, and IWG contributed the most with a 4.6% decline. This takes the industry's 12 month performance to a gain of 23%.

Sector Valuation and Performance

Has the U.K. Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sun, 28 Nov 2021UK£92.1bUK£12.7bUK£3.6b12.8x
Tue, 26 Oct 2021UK£89.0bUK£12.8bUK£202.9m13.2x
Thu, 23 Sep 2021UK£89.6bUK£12.6b-UK£307,765,653.0016.3x
Sat, 21 Aug 2021UK£87.7bUK£10.3bUK£97.0m17.1x
Sat, 05 Jun 2021UK£80.1bUK£10.2b-UK£1,575,574,561.0516x
Tue, 09 Mar 2021UK£72.4bUK£10.1b-UK£3,767,056,293.1414.6x
Mon, 30 Nov 2020UK£68.9bUK£10.2b-UK£4,625,255,543.9617.5x
Thu, 03 Sep 2020UK£67.7bUK£13.1b-UK£4,064,589,797.7115.9x
Sun, 07 Jun 2020UK£65.3bUK£13.2b-UK£1,603,691,638.2114.3x
Sat, 29 Feb 2020UK£77.6bUK£13.7bUK£594.3m15.8x
Tue, 03 Dec 2019UK£82.6bUK£13.6bUK£1.9b17x
Fri, 06 Sep 2019UK£72.6bUK£13.6bUK£2.4b14.3x
Mon, 10 Jun 2019UK£71.3bUK£13.3bUK£3.2b14x
Sun, 03 Mar 2019UK£71.2bUK£13.1bUK£4.1b12.6x
Wed, 05 Dec 2018UK£66.0bUK£13.1bUK£4.7b11.2x
PE Ratio

11.2x

Total Market Cap: UK£66.0bTotal Earnings: UK£4.7bTotal Revenue: UK£13.1b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 14.9x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Real Estate industry have declined 8.3% per year over the last three years, while revenues have remained mostly flat. This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.K. Real Estate sector?

REITS-0.71%
Real Estate-3.22%

Industry PE: Investors are most optimistic about the REITS industry even though it's trading below its 3-year average PE ratio of 15.5x. However analysts are expecting annual earnings growth of 4.0%, which is lower than the prior year's growth of 141% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Real Estate industry, which is trading below its 3-year average of 14.3x.

Forecasted Growth: Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 22% over the next 5 years. However this is lower than its past earnings growth rate of 39% per year. Meanwhile, the REITS industry is expected to see its earnings grow by 4.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
BYG Big Yellow Group2.1%+UK£62.2m43.1%PB1.7x
BBOX Tritax Big Box REIT0.8%+UK£33.6m48.6%PB1.4x
NRR NewRiver REIT13.9%+UK£31.3m11.1%PB0.6x
LXI LXI REIT2.2%+UK£22.4m29.8%PB1.1x
SUPR Supermarket Income REIT1.7%+UK£19.7m13.3%PB1.4x
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Latest News

NRR

UK£0.84

NewRiver REIT

7D

13.9%

1Y

11.1%

SVS

UK£13.34

Savills

7D

-6.4%

1Y

43.9%