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U.K. (FTSE) REITS Industry Analysis
UpdatedNov 17, 2024
DataAggregated Company Financials
Companies14
- 7D-0.3%
- 3M-4.9%
- 1Y0.8%
- YTD-5.4%
In the last week, REITS has been flat. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 29% per annum.
Industry Valuation and Performance
Has the U.K. REITS Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 17 Nov 2024 | UK£14.4b | UK£2.0b | UK£127.9m | 37.4x | 112.8x | 7.4x |
| Tue, 15 Oct 2024 | UK£15.2b | UK£2.0b | -UK£319,677,083.37 | 29.2x | -47.5x | 7.6x |
| Thu, 12 Sep 2024 | UK£15.6b | UK£2.0b | -UK£280,714,389.27 | 28.2x | -55.5x | 7.8x |
| Sat, 10 Aug 2024 | UK£14.5b | UK£2.0b | -UK£280,746,467.82 | 27.5x | -51.8x | 7.3x |
| Mon, 08 Jul 2024 | UK£14.7b | UK£2.0b | -UK£257,804,379.94 | 26.8x | -57x | 7.4x |
| Wed, 05 Jun 2024 | UK£15.3b | UK£2.0b | -UK£690,875,791.31 | 14.2x | -22.1x | 7.8x |
| Fri, 03 May 2024 | UK£15.1b | UK£2.0b | -UK£2,091,928,478.13 | 20.2x | -7.2x | 7.5x |
| Sun, 31 Mar 2024 | UK£15.3b | UK£2.0b | -UK£2,717,774,600.56 | 14.6x | -5.6x | 7.6x |
| Tue, 27 Feb 2024 | UK£12.2b | UK£2.1b | -UK£2,886,414,853.20 | 20x | -4.2x | 5.8x |
| Thu, 25 Jan 2024 | UK£16.0b | UK£2.4b | -UK£2,672,171,320.00 | 11.4x | -6x | 6.7x |
| Sat, 23 Dec 2023 | UK£16.9b | UK£2.4b | -UK£2,655,659,799.00 | 11.3x | -6.4x | 7x |
| Mon, 20 Nov 2023 | UK£16.3b | UK£2.3b | -UK£2,609,566,185.00 | 11.7x | -6.2x | 6.9x |
| Wed, 18 Oct 2023 | UK£15.0b | UK£2.2b | -UK£2,587,559,893.00 | 12.1x | -5.8x | 6.9x |
| Fri, 15 Sep 2023 | UK£15.4b | UK£2.2b | -UK£1,758,724,973.00 | 7.5x | -8.8x | 7.1x |
| Sun, 13 Aug 2023 | UK£17.8b | UK£2.3b | -UK£1,155,255,530.00 | 6.1x | -15.4x | 7.7x |
| Tue, 11 Jul 2023 | UK£17.1b | UK£2.3b | -UK£1,991,516,942.00 | 6.1x | -8.6x | 7.5x |
| Thu, 08 Jun 2023 | UK£18.8b | UK£2.2b | -UK£1,346,241,630.00 | 6.8x | -13.9x | 8.6x |
| Sat, 06 May 2023 | UK£19.4b | UK£2.2b | UK£1.5b | 6.7x | 13.1x | 8.9x |
| Mon, 03 Apr 2023 | UK£18.8b | UK£2.2b | UK£1.9b | 6x | 9.8x | 8.6x |
| Wed, 01 Mar 2023 | UK£59.0b | UK£6.2b | UK£5.0b | 6.8x | 11.9x | 9.6x |
| Fri, 27 Jan 2023 | UK£59.2b | UK£6.1b | UK£11.1b | 6.8x | 5.3x | 9.7x |
| Sun, 25 Dec 2022 | UK£54.8b | UK£6.0b | UK£11.0b | 6.6x | 5x | 9.2x |
| Tue, 22 Nov 2022 | UK£58.2b | UK£5.9b | UK£12.3b | 6.4x | 4.7x | 9.9x |
| Thu, 20 Oct 2022 | UK£50.8b | UK£5.7b | UK£13.5b | 4.5x | 3.8x | 8.9x |
| Sat, 17 Sep 2022 | UK£61.6b | UK£5.7b | UK£13.2b | 6.2x | 4.7x | 10.9x |
| Mon, 15 Aug 2022 | UK£70.9b | UK£5.7b | UK£13.2b | 6.3x | 5.4x | 12.5x |
| Wed, 13 Jul 2022 | UK£67.1b | UK£5.5b | UK£12.1b | 7.5x | 5.5x | 12.2x |
| Fri, 10 Jun 2022 | UK£70.2b | UK£5.5b | UK£12.0b | 8.2x | 5.9x | 12.8x |
| Sun, 08 May 2022 | UK£70.0b | UK£5.3b | UK£8.1b | 9.4x | 8.7x | 13.1x |
| Tue, 05 Apr 2022 | UK£77.1b | UK£5.4b | UK£7.8b | 10.9x | 9.9x | 14.4x |
| Thu, 03 Mar 2022 | UK£75.2b | UK£5.3b | UK£6.7b | 13x | 11.3x | 14.2x |
| Sat, 29 Jan 2022 | UK£76.8b | UK£5.2b | UK£4.3b | 12.7x | 18x | 14.8x |
| Mon, 27 Dec 2021 | UK£78.3b | UK£5.2b | UK£4.1b | 13x | 18.9x | 15.1x |
| Wed, 24 Nov 2021 | UK£76.0b | UK£5.2b | UK£3.3b | 13.5x | 23.2x | 14.7x |
Price to Earnings Ratio
23.2x
Current Industry PE
- Investors are optimistic on the British REITs industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 113x which is higher than its 3-year average PE of -5.1x.
- The 3-year average PS ratio of 10.0x is higher than the industry's current PS ratio of 7.4x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 66% per year over the last three years,
- Revenues have also declined 28% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.K. Real Estate industry?
| GB Market | -0.14% | |
| Real Estate | -1.36% | |
| REITS | -0.35% | |
| Specialized REITs | 0% | |
| Hotel and Resort REITs | 0% | |
| Diversified REITs | -0.35% | |
| Healthcare REITs | -0.94% | |
| Residential REITs | -1.20% | |
| Industrial REITs | -1.92% | |
| Retail REITs | -2.12% | |
| Office REITs | -2.29% | |
Industry PE
- Investors are most optimistic about the Diversified 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 Office REITs industry, expecting annual earnings growth of 58% over the next 5 years.
- In contrast, the Residential REITs industry is expected to see its earnings grow by 18% 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 | |
|---|---|---|---|---|---|
| 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 | |
| SREI Schroder Real Estate Investment Trust | UK£0.49 | 0.6% +UK£1.5m | 14.0% | PB0.8x | |
| CREI Custodian Property Income REIT | UK£0.78 | 0.4% +UK£1.3m | -13.1% | PB0.8x | |
| AIRE Alternative Income REIT | UK£0.71 | 2.3% +UK£1.3m | 7.4% | PB0.9x |