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U.K. (FTSE) REITS Industry Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies56
  • 7D-0.7%
  • 3M-0.4%
  • 1Y25.4%
  • YTD20.9%

Over the last 7 days, the REITS industry has remained flat. The past year has been better, since the industry has gained 25% in that time.

Industry Valuation and Performance

Has the U.K. REITS Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sun, 28 Nov 2021UK£76.9bUK£5.2bUK£3.5b12.9x
Tue, 26 Oct 2021UK£73.4bUK£5.2bUK£145.6m13x
Thu, 23 Sep 2021UK£74.4bUK£5.2b-UK£291,314,125.0015.3x
Sat, 21 Aug 2021UK£75.7bUK£5.2b-UK£408,408,152.5616.3x
Sat, 05 Jun 2021UK£69.0bUK£5.2b-UK£2,016,908,389.5614.9x
Tue, 09 Mar 2021UK£62.4bUK£5.2b-UK£4,117,752,418.3212.6x
Mon, 30 Nov 2020UK£59.5bUK£5.3b-UK£4,883,303,935.1717.6x
Thu, 03 Sep 2020UK£55.9bUK£5.4b-UK£4,154,992,885.4017.5x
Sun, 07 Jun 2020UK£53.8bUK£5.5b-UK£2,026,750,377.1016.2x
Sat, 29 Feb 2020UK£63.9bUK£5.5b-UK£118,605,298.4718.3x
Tue, 03 Dec 2019UK£68.7bUK£5.5bUK£1.1b18x
Fri, 06 Sep 2019UK£59.7bUK£5.5bUK£1.7b16x
Mon, 10 Jun 2019UK£59.2bUK£5.5bUK£2.5b15.4x
Sun, 03 Mar 2019UK£59.7bUK£5.5bUK£3.4b13x
Wed, 05 Dec 2018UK£55.3bUK£5.5bUK£3.9b12.3x
PE Ratio

12.3x

Total Market Cap: UK£55.3bTotal Earnings: UK£3.9bTotal Revenue: UK£5.5b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 15.5x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the REITs industry have declined 4.3% per year over the last three years, and revenues have also declined 2.3% 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. REITS industry?

Specialized REITs1.44%
Industrial REITs-0.30%
Diversified REITs-0.62%
Office REITs-1.25%
Residential REITs-1.49%
Healthcare REITs-1.57%
Retail REITs-1.93%

Industry PE: Investors are most optimistic about the Office REITs industry which is trading above its 3-year average PE ratio of 56.5x. This is likely because analysts are expecting annual earnings growth of 35%, which is higher than its past year's earnings decline of 68% per year. Meanwhile, investors are most pessimistic about the Industrial REITs industry, which is trading below its 3-year average of 10.4x.

Forecasted Growth: Analysts are most optimistic on the Retail REITs industry, expecting annual earnings growth of 68% over the next 5 years. However this is lower than its past earnings growth rate of 150% per year. Meanwhile, the Specialized REITs industry is expected to see its earnings decline by 35% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
BYG Big Yellow Group2.1%+UK£62.2m43.1%PB1.7x
BBOX Tritax Big Box REIT0.8%+UK£33.6m48.6%PB1.4x
NRR NewRiver REIT13.9%+UK£31.3m11.1%PB0.6x
LXI LXI REIT2.2%+UK£22.4m29.8%PB1.1x
SUPR Supermarket Income REIT1.7%+UK£19.7m13.3%PB1.4x
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SGRO

UK£13.98

SEGRO

7D

-0.3%

1Y

55.1%