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U.K. (FTSE) Real Estate Sector Analysis
UpdatedDec 18, 2024
DataAggregated Company Financials
Companies70
- 7D-3.4%
- 3M-14.9%
- 1Y-13.9%
- YTD-14.6%
Over the last 7 days, the Real Estate industry has dropped 2.9%, driven by SEGRO declining 4.8%. On the other hand Dar Global is actually up 40%. Overall the industry is down 13% in 12 months. Looking forward, earnings are forecast to grow by 33% 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, 18 Dec 2024 | UK£58.9b | UK£13.4b | UK£797.3m | 21x | 73.9x | 4.4x |
| Fri, 15 Nov 2024 | UK£62.7b | UK£13.6b | -UK£682,975,989.22 | 16.9x | -91.8x | 4.6x |
| Sun, 13 Oct 2024 | UK£67.4b | UK£13.5b | -UK£663,946,797.81 | 16.6x | -101.6x | 5x |
| Tue, 10 Sep 2024 | UK£68.8b | UK£13.5b | -UK£622,510,963.68 | 17.1x | -110.5x | 5.1x |
| Thu, 08 Aug 2024 | UK£67.3b | UK£13.5b | -UK£839,431,863.63 | 16.7x | -80.1x | 5x |
| Sat, 06 Jul 2024 | UK£66.8b | UK£13.5b | -UK£557,034,395.46 | 17.5x | -120x | 5x |
| Mon, 03 Jun 2024 | UK£66.9b | UK£13.4b | -UK£1,443,153,562.11 | 15.5x | -46.3x | 5x |
| Wed, 01 May 2024 | UK£62.3b | UK£13.5b | -UK£3,092,165,805.42 | 16.1x | -20.2x | 4.6x |
| Fri, 29 Mar 2024 | UK£64.2b | UK£13.6b | -UK£3,690,767,057.40 | 15x | -17.4x | 4.7x |
| Sun, 25 Feb 2024 | UK£61.7b | UK£13.6b | -UK£5,820,959,622.36 | 15.7x | -10.6x | 4.6x |
| Tue, 23 Jan 2024 | UK£67.3b | UK£14.9b | -UK£8,526,877,857.00 | 14.3x | -7.9x | 4.5x |
| Thu, 21 Dec 2023 | UK£71.4b | UK£14.9b | -UK£8,437,511,404.00 | 14.1x | -8.5x | 4.8x |
| Sat, 18 Nov 2023 | UK£66.6b | UK£14.8b | -UK£8,335,768,219.00 | 13.4x | -8x | 4.5x |
| Mon, 16 Oct 2023 | UK£60.5b | UK£14.7b | -UK£8,162,478,872.00 | 12.8x | -7.4x | 4.1x |
| Wed, 13 Sep 2023 | UK£62.2b | UK£14.9b | -UK£6,919,419,440.00 | 11.9x | -9x | 4.2x |
| Fri, 11 Aug 2023 | UK£67.5b | UK£15.0b | -UK£7,163,915,250.00 | 11.4x | -9.4x | 4.5x |
| Sun, 09 Jul 2023 | UK£62.6b | UK£15.0b | -UK£4,760,879,114.00 | 10.8x | -13.1x | 4.2x |
| Tue, 06 Jun 2023 | UK£69.5b | UK£14.9b | -UK£3,522,207,661.00 | 10.1x | -19.7x | 4.7x |
| Thu, 04 May 2023 | UK£70.7b | UK£14.9b | UK£1.3b | 8.3x | 53.7x | 4.7x |
| Sat, 01 Apr 2023 | UK£68.2b | UK£14.8b | UK£1.9b | 7.5x | 35.3x | 4.6x |
| Mon, 27 Feb 2023 | UK£68.0b | UK£14.4b | UK£5.9b | 7.4x | 11.6x | 4.7x |
| Wed, 25 Jan 2023 | UK£68.3b | UK£14.5b | UK£12.0b | 7.3x | 5.7x | 4.7x |
| Fri, 23 Dec 2022 | UK£64.0b | UK£14.4b | UK£12.0b | 6.9x | 5.3x | 4.4x |
| Sun, 20 Nov 2022 | UK£68.1b | UK£14.3b | UK£13.5b | 7x | 5.1x | 4.7x |
| Tue, 18 Oct 2022 | UK£59.7b | UK£14.3b | UK£14.4b | 5.7x | 4.1x | 4.2x |
| Thu, 15 Sep 2022 | UK£72.0b | UK£14.4b | UK£14.1b | 7.3x | 5.1x | 5x |
| Sat, 13 Aug 2022 | UK£83.0b | UK£14.4b | UK£14.1b | 7.8x | 5.9x | 5.8x |
| Mon, 11 Jul 2022 | UK£79.3b | UK£12.4b | UK£12.9b | 8.5x | 6.2x | 6.4x |
| Wed, 08 Jun 2022 | UK£85.7b | UK£13.7b | UK£12.3b | 9.9x | 7x | 6.2x |
| Fri, 06 May 2022 | UK£85.2b | UK£13.5b | UK£8.8b | 10.3x | 9.7x | 6.3x |
| Sun, 03 Apr 2022 | UK£91.4b | UK£13.1b | UK£8.5b | 11x | 10.7x | 7x |
| Tue, 01 Mar 2022 | UK£89.9b | UK£12.7b | UK£6.8b | 12.7x | 13.2x | 7.1x |
| Thu, 27 Jan 2022 | UK£92.4b | UK£12.8b | UK£4.5b | 13x | 20.6x | 7.2x |
| Sat, 25 Dec 2021 | UK£93.9b | UK£12.7b | UK£4.3b | 13x | 21.7x | 7.4x |
Price to Earnings Ratio
21.7x
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 74.3x which is higher than its 3-year average PE of -10.4x.
- The 3-year average PS ratio of 5.3x 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 43% 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 | -1.36% | |
| Real Estate | -3.36% | |
| Hotel and Resort REITs | 0% | |
| Real Estate | -0.92% | |
| Residential REITs | -2.96% | |
| Health Care REITs | -3.05% | |
| Retail REITs | -3.10% | |
| Office REITs | -3.19% | |
| REITS | -4.15% | |
| Industrial REITs | -4.25% | |
| Specialized REITs | -4.84% | |
Industry PE
- Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 1.8x.
- Analysts are expecting annual earnings growth of 36.6% and investors are willing to pay a premium for that growth.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 57% over the next 5 years.
- In contrast, the Specialized REITs industry is expected to see its earnings decline by 4.4% 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 | |
|---|---|---|---|---|---|
| DAR Dar Global | US$6.45 | 39.9% +US$331.2m | 75.3% | PE23.4x | |
| UKCM UK Commercial Property REIT | UK£0.73 | 2.5% +UK£23.4m | 35.0% | PB0.9x | |
| LSL LSL Property Services | UK£2.87 | 2.1% +UK£6.1m | 21.6% | PE22.9x | |
| GWI Globalworth Real Estate Investments | €2.77 | 0.7% +€5.6m | 12.1% | PB0.5x | |
| FOXT Foxtons Group | UK£0.66 | 1.9% +UK£3.6m | 49.3% | PE27.7x |