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U.K. (FTSE) Industrial REITs Industry Analysis

UpdatedJun 07, 2023
DataAggregated Company Financials
Companies5
  • 7D1.8%
  • 3M3.8%
  • 1Y-25.4%
  • YTD2.5%

The Industrial REITs industry is up 4.3% in the last week, with SEGRO up 1.7%. Meanwhile, Warehouse REIT actually underperformed within the industry, shrinking 6.5% in the last week. However, the industry is down 25% over the past year. Earnings are forecast to grow by 96% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Jun 2023UK£15.7bUK£1.1b-UK£3,091,648,000.005.2x-5.1x14x
Sat, 06 May 2023UK£15.9bUK£1.1b-UK£2,107,082,000.007.8x-7.5x14x
Mon, 03 Apr 2023UK£14.6bUK£1.1b-UK£2,107,082,000.007.2x-7x12.9x
Wed, 01 Mar 2023UK£15.7bUK£1.1b-UK£453,982,000.006.6x-34.6x14x
Fri, 27 Jan 2023UK£15.9bUK£1.1bUK£5.5b5.4x2.9x14.7x
Sun, 25 Dec 2022UK£14.5bUK£1.1bUK£5.5b5.1x2.6x13.4x
Tue, 22 Nov 2022UK£16.0bUK£1.1bUK£6.0b2.7x2.7x14.7x
Thu, 20 Oct 2022UK£13.8bUK£1.1bUK£6.2b2.3x2.2x12.8x
Sat, 17 Sep 2022UK£17.2bUK£1.1bUK£6.2b2.9x2.8x15.9x
Mon, 15 Aug 2022UK£20.5bUK£1.1bUK£6.2b3.4x3.3x19x
Wed, 13 Jul 2022UK£19.4bUK£974.8mUK£6.0b3.2x3.2x19.9x
Fri, 10 Jun 2022UK£20.1bUK£974.8mUK£6.0b3.5x3.3x20.6x
Sun, 08 May 2022UK£21.0bUK£952.9mUK£5.7b4x3.7x22x
Tue, 05 Apr 2022UK£25.0bUK£952.9mUK£5.7b4.7x4.4x26.2x
Thu, 03 Mar 2022UK£24.2bUK£937.9mUK£5.5b5.9x4.4x25.8x
Sat, 29 Jan 2022UK£23.9bUK£871.6mUK£3.9b6.1x6.1x27.4x
Mon, 27 Dec 2021UK£25.5bUK£871.6mUK£3.9b6.3x6.5x29.3x
Wed, 24 Nov 2021UK£24.5bUK£871.6mUK£3.9b6.1x6.2x28.1x
Fri, 22 Oct 2021UK£23.0bUK£843.6mUK£3.7b6.1x6.3x27.3x
Sun, 19 Sep 2021UK£22.8bUK£863.6mUK£3.7b7.3x6.2x26.4x
Tue, 17 Aug 2021UK£23.2bUK£864.6mUK£3.7b7.5x6.3x26.8x
Tue, 01 Jun 2021UK£19.3bUK£836.2mUK£3.0b7.3x6.4x23.1x
Fri, 05 Mar 2021UK£17.1bUK£795.3mUK£2.2b8.2x7.8x21.5x
Mon, 07 Dec 2020UK£16.8bUK£761.0mUK£1.6b9.7x10.8x22x
Thu, 10 Sep 2020UK£17.1bUK£730.4mUK£971.0m15.9x17.6x23.4x
Price to Earnings Ratio

16.1x


Total Market Cap: UK£15.7bTotal Earnings: UK£971.0mTotal Revenue: UK£730.4mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Industrial REITs Industry Price to Earnings3Y Average 5.1x202120222023
Current Industry PE
  • Investors are pessimistic on the British Industrial REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 22.2x is higher than the industry's current PS ratio of 14.0x.
Past Earnings Growth
  • Total earnings for the Industrial REITs industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 15% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.K. Industrial REITs compare with similar industries?

GB Market2.27%
Real Estate2.63%
REITS2.79%
Industrial REITs1.80%
Retail REITs3.53%
Diversified REITs2.82%
Healthcare REITs2.77%
Office REITs2.36%
Residential REITs1.65%
Specialized REITs0%
Hotel and Resort REITs0%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
SGRO SEGROUK£8.111.7%
+UK£162.0m
-24.1%PB0.9x
LMP LondonMetric PropertyUK£1.884.6%
+UK£81.3m
-24.9%PB0.9x
BBOX Tritax Big Box REITUK£1.432.1%
+UK£54.2m
-28.3%PB0.8x
SHED Urban Logistics REITUK£1.360.3%
+UK£1.9m
-21.6%PB0.7x
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Latest News

WHR

UK£0.94

Warehouse REIT

7D

-6.5%

1Y

-40.1%

LMP

UK£1.88

LondonMetric Property

7D

4.6%

1Y

-24.9%

SGRO

UK£8.11

SEGRO

7D

1.7%

1Y

-24.1%

BBOX

UK£1.43

Tritax Big Box REIT

7D

2.1%

1Y

-28.3%

SHED

UK£1.36

Urban Logistics REIT

7D

0.3%

1Y

-21.6%