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U.K. (FTSE) Real Estate Sector Analysis
UpdatedApr 16, 2025
DataAggregated Company Financials
Companies71
- 7D6.1%
- 3M1.0%
- 1Y-6.8%
- YTD0.5%
In the last week, the Real Estate industry is up 6.1%, with SEGRO up 7.3%. During this same period, the CLS Holdings underperformed, falling 5.1%. However, the industry is down 6.8% over the past year. Looking forward, earnings are forecast to grow by 20% 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 |
|---|---|---|---|---|---|---|
| Wed, 16 Apr 2025 | UK£59.3b | UK£13.4b | UK£3.2b | 18.3x | 18.7x | 4.4x |
| Fri, 14 Mar 2025 | UK£57.9b | UK£13.3b | UK£3.0b | 16.9x | 19.4x | 4.3x |
| Sun, 09 Feb 2025 | UK£59.6b | UK£13.5b | UK£807.6m | 21.7x | 73.8x | 4.4x |
| Tue, 07 Jan 2025 | UK£58.9b | UK£13.5b | UK£799.8m | 21.1x | 73.6x | 4.4x |
| Thu, 05 Dec 2024 | UK£62.7b | UK£13.5b | UK£768.1m | 19.9x | 81.6x | 4.6x |
| Sat, 02 Nov 2024 | UK£64.0b | UK£13.5b | -UK£656,283,694.19 | 16.3x | -97.5x | 4.7x |
| Mon, 30 Sep 2024 | UK£69.9b | UK£13.4b | -UK£681,875,032.51 | 17.2x | -102.5x | 5.2x |
| Wed, 28 Aug 2024 | UK£68.5b | UK£13.5b | -UK£582,786,806.44 | 17x | -117.5x | 5.1x |
| Fri, 26 Jul 2024 | UK£66.3b | UK£13.5b | -UK£445,607,029.35 | 15.8x | -148.9x | 4.9x |
| Sun, 23 Jun 2024 | UK£65.6b | UK£13.5b | -UK£720,137,178.96 | 19x | -91.1x | 4.9x |
| Tue, 21 May 2024 | UK£67.3b | UK£13.4b | -UK£2,785,467,788.59 | 15.8x | -24.2x | 5x |
| Thu, 18 Apr 2024 | UK£60.6b | UK£13.6b | -UK£3,692,323,101.93 | 14.4x | -16.4x | 4.4x |
| Sat, 16 Mar 2024 | UK£61.3b | UK£13.7b | -UK£3,870,338,916.83 | 19.8x | -15.8x | 4.5x |
| Mon, 12 Feb 2024 | UK£62.0b | UK£13.5b | -UK£8,862,907,176.91 | 15.2x | -7x | 4.6x |
| Wed, 10 Jan 2024 | UK£69.6b | UK£14.9b | -UK£8,441,741,588.00 | 14.1x | -8.2x | 4.7x |
| Fri, 08 Dec 2023 | UK£66.8b | UK£14.9b | -UK£8,436,921,833.00 | 13.5x | -7.9x | 4.5x |
| Sun, 05 Nov 2023 | UK£64.3b | UK£14.7b | -UK£8,203,756,161.00 | 13x | -7.8x | 4.4x |
| Tue, 03 Oct 2023 | UK£61.3b | UK£14.7b | -UK£7,958,585,608.00 | 12.8x | -7.7x | 4.2x |
| Thu, 31 Aug 2023 | UK£63.4b | UK£14.9b | -UK£6,848,387,490.00 | 11.2x | -9.3x | 4.3x |
| Sat, 29 Jul 2023 | UK£67.0b | UK£14.9b | -UK£6,650,400,858.00 | 11.4x | -10.1x | 4.5x |
| Mon, 26 Jun 2023 | UK£62.4b | UK£15.0b | -UK£4,657,299,418.00 | 9.8x | -13.4x | 4.2x |
| Wed, 24 May 2023 | UK£69.8b | UK£14.9b | -UK£1,792,248,491.00 | 9.6x | -38.9x | 4.7x |
| Fri, 21 Apr 2023 | UK£69.6b | UK£14.9b | UK£1.5b | 8.1x | 45.5x | 4.7x |
| Sun, 19 Mar 2023 | UK£19.6b | UK£2.4b | UK£2.1b | 4.7x | 9.3x | 8.2x |
| Tue, 14 Feb 2023 | UK£70.2b | UK£14.3b | UK£12.0b | 7.6x | 5.8x | 4.9x |
| Thu, 12 Jan 2023 | UK£67.8b | UK£14.5b | UK£12.0b | 7.3x | 5.6x | 4.7x |
| Sat, 10 Dec 2022 | UK£65.4b | UK£14.6b | UK£12.1b | 7.3x | 5.4x | 4.5x |
| Mon, 07 Nov 2022 | UK£64.5b | UK£14.3b | UK£14.5b | 6.3x | 4.4x | 4.5x |
| Wed, 05 Oct 2022 | UK£62.9b | UK£14.3b | UK£14.4b | 6.2x | 4.4x | 4.4x |
| Fri, 02 Sep 2022 | UK£72.6b | UK£14.4b | UK£14.1b | 7.5x | 5.2x | 5.1x |
| Sun, 31 Jul 2022 | UK£83.6b | UK£14.0b | UK£13.3b | 8.6x | 6.3x | 5.9x |
| Tue, 28 Jun 2022 | UK£80.6b | UK£13.8b | UK£12.9b | 8.5x | 6.2x | 5.9x |
| Thu, 26 May 2022 | UK£84.0b | UK£13.8b | UK£11.9b | 9.8x | 7x | 6.1x |
| Sat, 23 Apr 2022 | UK£90.8b | UK£13.2b | UK£8.7b | 10.4x | 10.4x | 6.9x |
Price to Earnings Ratio
10.4x
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 18.7x which is higher than its 3-year average PE of -6.8x.
- The 3-year average PS ratio of 5.0x is higher than the industry's current PS ratio of 4.4x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 29% per year over the last three years.
- Meanwhile 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?
| GB Market | 4.38% | |
| Real Estate | 6.10% | |
| Industrial REITs | 7.67% | |
| Specialized REITs | 6.53% | |
| Retail REITs | 6.10% | |
| REITS | 5.97% | |
| Real Estate | 5.56% | |
| Office REITs | 5.33% | |
| Residential REITs | 5.26% | |
| Health Care REITs | 4.55% | |
Industry PE
- Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 331x.
- Analysts are expecting annual earnings growth of 30.7%, which is higher than its past year's earnings growth of 23.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 36% over the next 5 years.
- In contrast, the Specialized REITs industry is expected to see its earnings decline by 6.8% per year 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 | |
|---|---|---|---|---|---|
| SGRO SEGRO | UK£6.83 | 14.0% +UK£1.1b | -17.5% | PB0.8x | |
| LAND Land Securities Group | UK£5.65 | 13.0% +UK£483.7m | -9.2% | PB0.6x | |
| BLND British Land | UK£3.76 | 13.6% +UK£449.6m | 1.9% | PB0.7x | |
| UTG Unite Group | UK£8.72 | 9.8% +UK£378.8m | -7.1% | PB0.9x | |
| LMP LondonMetric Property | UK£1.88 | 10.2% +UK£371.4m | -2.1% | PB1x |