Narrative Update • Jun 22

Over the last 7 days, the Health Care REITs industry has dropped 1.3%, driven by pullbacks from every company within the industry. Overall the industry is down 8.8% in 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Has the U.K. Health Care REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | UK£3.1b | UK£334.6m | UK£196.9m | 14.7x | 16x | 9.4x |
| Sat, 23 May 2026 | UK£3.1b | UK£334.6m | UK£196.9m | 14.5x | 15.7x | 9.2x |
| Mon, 20 Apr 2026 | UK£3.4b | UK£354.7m | UK£166.3m | 14.9x | 20.2x | 9.5x |
| Wed, 18 Mar 2026 | UK£3.4b | UK£273.5m | UK£127.4m | 18.7x | 26.7x | 12.4x |
| Fri, 13 Feb 2026 | UK£3.5b | UK£273.5m | UK£127.4m | 19.4x | 27.6x | 12.9x |
| Sun, 11 Jan 2026 | UK£3.4b | UK£273.5m | UK£127.4m | 18.9x | 26.8x | 12.5x |
| Tue, 09 Dec 2025 | UK£3.2b | UK£273.5m | UK£127.4m | 17.4x | 24.9x | 11.6x |
| Thu, 06 Nov 2025 | UK£3.2b | UK£273.5m | UK£127.4m | 17.5x | 25x | 11.6x |
| Sat, 04 Oct 2025 | UK£3.1b | UK£271.3m | UK£138.8m | 16.3x | 22.3x | 11.4x |
| Mon, 01 Sep 2025 | UK£3.5b | UK£454.4m | UK£321.4m | 9.4x | 10.9x | 7.7x |
| Wed, 30 Jul 2025 | UK£3.7b | UK£454.4m | UK£321.4m | 9.8x | 11.4x | 8x |
| Fri, 27 Jun 2025 | UK£3.8b | UK£437.2m | UK£165.7m | 24.7x | 22.8x | 8.7x |
| Sun, 25 May 2025 | UK£3.7b | UK£437.2m | UK£165.7m | 24.2x | 22.1x | 8.4x |
| Tue, 22 Apr 2025 | UK£4.1b | UK£491.3m | UK£210.7m | 16.8x | 19.6x | 8.4x |
| Thu, 20 Mar 2025 | UK£4.0b | UK£491.1m | UK£184.6m | 16.5x | 21.6x | 8.1x |
| Sat, 15 Feb 2025 | UK£3.5b | UK£485.4m | UK£138.1m | 7.1x | 25.1x | 7.1x |
| Mon, 13 Jan 2025 | UK£3.3b | UK£485.4m | UK£138.1m | 7x | 23.7x | 6.7x |
| Wed, 11 Dec 2024 | UK£3.6b | UK£485.4m | UK£138.1m | 7.4x | 25.8x | 7.3x |
| Fri, 08 Nov 2024 | UK£3.6b | UK£478.8m | UK£43.2m | 7.4x | 82.4x | 7.4x |
| Sun, 06 Oct 2024 | UK£3.8b | UK£478.8m | UK£43.2m | 7.8x | 87.9x | 7.9x |
| Tue, 03 Sep 2024 | UK£3.6b | UK£476.8m | UK£46.8m | 8.2x | 77.5x | 7.6x |
| Thu, 01 Aug 2024 | UK£3.4b | UK£472.7m | UK£48.1m | 8x | 71.4x | 7.3x |
| Sat, 29 Jun 2024 | UK£3.4b | UK£464.7m | UK£84.0m | 8.3x | 40.4x | 7.3x |
| Mon, 27 May 2024 | UK£3.4b | UK£464.7m | UK£84.0m | 8.3x | 40.6x | 7.3x |
| Wed, 24 Apr 2024 | UK£3.5b | UK£459.5m | -UK£55,110,000.00 | 8.3x | -62.9x | 7.5x |
| Fri, 22 Mar 2024 | UK£3.5b | UK£454.8m | -UK£94,244,000.00 | 19.8x | -37x | 7.7x |
| Sun, 18 Feb 2024 | UK£3.5b | UK£446.2m | -UK£197,781,000.00 | 19.4x | -17.5x | 7.8x |
| Tue, 16 Jan 2024 | UK£3.9b | UK£446.2m | -UK£197,781,000.00 | 21.7x | -19.5x | 8.7x |
| Thu, 14 Dec 2023 | UK£3.7b | UK£446.2m | -UK£197,781,000.00 | 20.7x | -18.6x | 8.3x |
| Sat, 11 Nov 2023 | UK£3.7b | UK£444.0m | -UK£149,081,000.00 | 20.4x | -24.5x | 8.2x |
| Mon, 09 Oct 2023 | UK£3.5b | UK£447.6m | -UK£146,296,000.00 | 19.5x | -24x | 7.9x |
| Wed, 06 Sep 2023 | UK£3.6b | UK£444.0m | -UK£144,718,000.00 | 21.7x | -25.2x | 8.2x |
| Fri, 04 Aug 2023 | UK£3.7b | UK£440.9m | -UK£145,012,000.00 | 22.2x | -25.7x | 8.5x |
| Sun, 02 Jul 2023 | UK£3.7b | UK£433.8m | -UK£77,412,000.00 | 22.4x | -47.5x | 8.5x |
-47.5x
Which industries have driven the changes within the U.K. Real Estate industry?
| GB Market | -0.91% | |
| Real Estate | 4.23% | |
| Health Care REITs | 3.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PHP Primary Health Properties | UK£0.96 | 4.9% +UK£115.5m | -3.7% | PB1x |