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U.K. (FTSE) Real Estate Sector Analysis
UpdatedNov 17, 2024
DataAggregated Company Financials
Companies72
- 7D-1.4%
- 3M-8.5%
- 1Y-3.6%
- YTD-9.5%
Over the last 7 days, the Real Estate industry has dropped 1.4%, driven by a pullback from SEGRO of 2.1%. However, the industry is down 3.6% over the past year. As for the next few years, earnings are expected to grow by 35% per annum.
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 |
|---|---|---|---|---|---|---|
| Sun, 17 Nov 2024 | UK£62.9b | UK£13.6b | UK£118.3m | 19.3x | 532.1x | 4.6x |
| Tue, 15 Oct 2024 | UK£67.4b | UK£13.5b | -UK£663,946,797.81 | 16.6x | -101.6x | 5x |
| Thu, 12 Sep 2024 | UK£69.4b | UK£13.5b | -UK£637,175,377.75 | 17.4x | -108.9x | 5.1x |
| Sat, 10 Aug 2024 | UK£67.2b | UK£13.6b | -UK£590,710,103.21 | 16.7x | -113.8x | 4.9x |
| Mon, 08 Jul 2024 | UK£66.8b | UK£13.5b | -UK£557,034,395.46 | 17.5x | -119.9x | 5x |
| Wed, 05 Jun 2024 | UK£67.6b | UK£13.5b | -UK£1,384,360,592.42 | 15.5x | -48.8x | 5x |
| Fri, 03 May 2024 | UK£63.5b | UK£13.5b | -UK£3,007,506,988.29 | 15.7x | -21.1x | 4.7x |
| Sun, 31 Mar 2024 | UK£64.2b | UK£13.6b | -UK£3,691,590,391.51 | 14.6x | -17.4x | 4.7x |
| Tue, 27 Feb 2024 | UK£61.3b | UK£13.6b | -UK£5,821,085,257.88 | 15.5x | -10.5x | 4.5x |
| Thu, 25 Jan 2024 | UK£67.6b | UK£14.9b | -UK£8,585,495,534.00 | 14.7x | -7.9x | 4.5x |
| Sat, 23 Dec 2023 | UK£71.1b | UK£14.9b | -UK£8,435,927,019.00 | 14.1x | -8.4x | 4.8x |
| Mon, 20 Nov 2023 | UK£66.5b | UK£14.8b | -UK£8,335,738,170.00 | 13.4x | -8x | 4.5x |
| Wed, 18 Oct 2023 | UK£60.8b | UK£14.7b | -UK£8,162,413,510.00 | 12.9x | -7.4x | 4.1x |
| Fri, 15 Sep 2023 | UK£63.9b | UK£14.9b | -UK£7,038,295,447.00 | 11.5x | -9.1x | 4.3x |
| Sun, 13 Aug 2023 | UK£66.2b | UK£15.0b | -UK£6,680,545,383.00 | 11.3x | -9.9x | 4.4x |
| Tue, 11 Jul 2023 | UK£62.4b | UK£14.9b | -UK£4,778,121,740.00 | 10.8x | -13.1x | 4.2x |
| Thu, 08 Jun 2023 | UK£69.4b | UK£14.9b | -UK£3,807,688,395.00 | 10.4x | -18.2x | 4.7x |
| Sat, 06 May 2023 | UK£71.1b | UK£14.9b | UK£1.3b | 8.4x | 54.1x | 4.8x |
| Mon, 03 Apr 2023 | UK£68.2b | UK£14.8b | UK£1.9b | 7.5x | 35.3x | 4.6x |
| Wed, 01 Mar 2023 | UK£68.8b | UK£14.4b | UK£5.9b | 7.5x | 11.7x | 4.8x |
| Fri, 27 Jan 2023 | UK£68.9b | UK£14.4b | UK£12.0b | 7.3x | 5.7x | 4.8x |
| Sun, 25 Dec 2022 | UK£64.6b | UK£14.4b | UK£12.0b | 7x | 5.4x | 4.5x |
| Tue, 22 Nov 2022 | UK£68.3b | UK£14.3b | UK£13.5b | 7.1x | 5.1x | 4.8x |
| Thu, 20 Oct 2022 | UK£59.7b | UK£14.3b | UK£14.4b | 5.9x | 4.1x | 4.2x |
| Sat, 17 Sep 2022 | UK£72.3b | UK£14.4b | UK£14.1b | 7.4x | 5.1x | 5x |
| Mon, 15 Aug 2022 | UK£83.0b | UK£14.4b | UK£14.1b | 7.8x | 5.9x | 5.8x |
| Wed, 13 Jul 2022 | UK£78.9b | UK£12.4b | UK£12.9b | 8.4x | 6.1x | 6.4x |
| Fri, 10 Jun 2022 | UK£83.6b | UK£13.7b | UK£12.7b | 9.8x | 6.6x | 6.1x |
| Sun, 08 May 2022 | UK£83.0b | UK£13.4b | UK£8.8b | 10.2x | 9.4x | 6.2x |
| Tue, 05 Apr 2022 | UK£91.0b | UK£13.2b | UK£8.5b | 11x | 10.7x | 6.9x |
| Thu, 03 Mar 2022 | UK£89.3b | UK£12.5b | UK£6.8b | 12.7x | 13.1x | 7.1x |
| Sat, 29 Jan 2022 | UK£92.0b | UK£12.8b | UK£4.5b | 12.7x | 20.5x | 7.2x |
| Mon, 27 Dec 2021 | UK£93.9b | UK£12.7b | UK£4.3b | 13x | 21.7x | 7.4x |
| Wed, 24 Nov 2021 | UK£91.6b | UK£12.7b | UK£3.4b | 13.2x | 27x | 7.2x |
Price to Earnings Ratio
27x
Current Industry PE
- Investors are optimistic on the British Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 532x which is higher than its 3-year average PE of -13.6x.
- The 3-year average PS ratio of 5.4x is higher than the industry's current PS ratio of 4.6x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 67% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.3% per year.
- This means that although more sales are being generated, 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?
| GB Market | -0.14% | |
| Real Estate | -1.36% | |
| Hotel and Resort REITs | 0% | |
| REITS | -0.35% | |
| Real Estate | -0.74% | |
| Health Care REITs | -0.94% | |
| Residential REITs | -1.25% | |
| Industrial REITs | -1.92% | |
| Retail REITs | -2.12% | |
| Office REITs | -2.29% | |
| Specialized REITs | -2.54% | |
Industry PE
- Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 29.2% and investors are willing to pay a premium for that growth.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 58% over the next 5 years.
- This is better than its past earnings growth rate of 7.4% 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 | |
|---|---|---|---|---|---|
| LAND Land Securities Group | UK£6.05 | 2.0% +UK£89.0m | -7.4% | PB0.7x | |
| UKCM UK Commercial Property REIT | UK£0.73 | 2.5% +UK£23.4m | 35.0% | PB0.9x | |
| AGR Assura | UK£0.39 | 1.4% +UK£18.2m | -13.7% | PB0.8x | |
| GWI Globalworth Real Estate Investments | €2.67 | 2.3% +€16.7m | 25.9% | PB0.5x | |
| RGL Regional REIT | UK£1.28 | 2.9% +UK£5.8m | -58.6% | PB0.8x |