Narrative Update • Apr 25

In the last week, the Health Care REITs industry is up 1.2%, with all of the companies up. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 11% annually.
Has the U.K. Health Care REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 27 May 2026 | UK£3.1b | UK£334.6m | UK£196.9m | 14.5x | 15.7x | 9.3x |
| Fri, 24 Apr 2026 | UK£3.1b | UK£333.6m | UK£196.9m | 14.5x | 15.8x | 9.3x |
| Sun, 22 Mar 2026 | UK£3.1b | UK£354.7m | UK£166.3m | 14x | 18.9x | 8.9x |
| Tue, 17 Feb 2026 | UK£3.6b | UK£273.5m | UK£127.4m | 19.7x | 28.1x | 13.1x |
| Thu, 15 Jan 2026 | UK£3.4b | UK£273.5m | UK£127.4m | 18.7x | 26.7x | 12.4x |
| Sat, 13 Dec 2025 | UK£3.1b | UK£273.5m | UK£127.4m | 17.2x | 24.6x | 11.4x |
| Mon, 10 Nov 2025 | UK£3.2b | UK£273.5m | UK£127.4m | 17.7x | 25.3x | 11.8x |
| Wed, 08 Oct 2025 | UK£3.0b | UK£271.3m | UK£138.8m | 16x | 22x | 11.2x |
| Fri, 05 Sep 2025 | UK£3.4b | UK£454.4m | UK£321.4m | 9.2x | 10.7x | 7.6x |
| Sun, 03 Aug 2025 | UK£3.6b | UK£454.4m | UK£321.4m | 9.7x | 11.3x | 8x |
| Tue, 01 Jul 2025 | UK£3.8b | UK£437.2m | UK£165.7m | 24.7x | 22.7x | 8.6x |
| Thu, 29 May 2025 | UK£3.7b | UK£437.2m | UK£165.7m | 24.2x | 22.2x | 8.4x |
| Sat, 26 Apr 2025 | UK£4.1b | UK£491.3m | UK£210.7m | 16.9x | 19.6x | 8.4x |
| Mon, 24 Mar 2025 | UK£4.0b | UK£491.1m | UK£184.6m | 16.5x | 21.7x | 8.1x |
| Wed, 19 Feb 2025 | UK£3.7b | UK£485.4m | UK£138.1m | 7.3x | 26.5x | 7.5x |
| Fri, 17 Jan 2025 | UK£3.4b | UK£485.4m | UK£138.1m | 7.3x | 24.6x | 7x |
| Sun, 15 Dec 2024 | UK£3.5b | UK£485.4m | UK£138.1m | 7.3x | 25.6x | 7.3x |
| Tue, 12 Nov 2024 | UK£3.6b | UK£478.8m | UK£43.2m | 7.3x | 83x | 7.5x |
| Thu, 10 Oct 2024 | UK£3.7b | UK£478.8m | UK£43.2m | 7.6x | 86.6x | 7.8x |
| Sat, 07 Sep 2024 | UK£3.7b | UK£476.8m | UK£46.8m | 8.4x | 78.3x | 7.7x |
| Mon, 05 Aug 2024 | UK£3.5b | UK£472.7m | UK£48.1m | 8x | 72.7x | 7.4x |
| Wed, 03 Jul 2024 | UK£3.4b | UK£464.7m | UK£84.0m | 8.3x | 40.5x | 7.3x |
| Fri, 31 May 2024 | UK£3.5b | UK£464.7m | UK£84.0m | 8.4x | 41.3x | 7.5x |
| Sun, 28 Apr 2024 | UK£3.4b | UK£459.5m | -UK£55,110,000.00 | 8.2x | -62.2x | 7.5x |
| Tue, 26 Mar 2024 | UK£3.5b | UK£458.9m | -UK£62,595,000.00 | 8.8x | -56.2x | 7.7x |
| Thu, 22 Feb 2024 | UK£3.5b | UK£446.2m | -UK£197,781,000.00 | 19.3x | -17.5x | 7.7x |
| Sat, 20 Jan 2024 | UK£3.7b | UK£446.2m | -UK£197,781,000.00 | 20.8x | -18.6x | 8.2x |
| Mon, 18 Dec 2023 | UK£3.8b | UK£446.2m | -UK£197,781,000.00 | 21.4x | -19x | 8.4x |
| Wed, 15 Nov 2023 | UK£3.9b | UK£444.0m | -UK£149,081,000.00 | 21x | -26.1x | 8.8x |
| Fri, 13 Oct 2023 | UK£3.5b | UK£444.0m | -UK£149,081,000.00 | 19.6x | -23.4x | 7.8x |
| Sun, 10 Sep 2023 | UK£3.6b | UK£444.0m | -UK£144,718,000.00 | 21.5x | -25x | 8.1x |
| Tue, 08 Aug 2023 | UK£3.7b | UK£440.9m | -UK£145,012,000.00 | 22.1x | -25.5x | 8.4x |
| Thu, 06 Jul 2023 | UK£3.7b | UK£433.8m | -UK£77,412,000.00 | 22.6x | -48.4x | 8.6x |
| Sat, 03 Jun 2023 | UK£4.0b | UK£433.8m | -UK£77,412,000.00 | 24.5x | -51.9x | 9.3x |
-51.9x
Which industries have driven the changes within the U.K. Real Estate industry?
| GB Market | 1.80% | |
| Real Estate | 3.47% | |
| Health Care REITs | 2.55% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PHP Primary Health Properties | UK£0.94 | 2.4% +UK£57.1m | -5.6% | PB1x | |
| THRL Target Healthcare REIT | UK£1.08 | 3.0% +UK£19.8m | 10.7% | PB0.9x |