Header cover image

U.K. (FTSE) Retail REITs Industry Analysis

UpdatedMay 29, 2025
DataAggregated Company Financials
Companies5
  • 7D2.0%
  • 3M11.9%
  • 1Y3.0%
  • YTDn/a

Last week, the Retail REITs industry hasn't moved much but Hammerson is up 4.1% in that time. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 30 May 2025UK£5.4bUK£608.9mUK£290.3m14.4x18.6x8.9x
Sun, 27 Apr 2025UK£4.9bUK£609.7mUK£290.7m19.8x16.8x8x
Tue, 25 Mar 2025UK£4.8bUK£609.7mUK£290.7m19.1x16.4x7.8x
Thu, 20 Feb 2025UK£4.9bUK£630.4m-UK£12,138,000.0039.5x-406x7.8x
Sat, 18 Jan 2025UK£4.9bUK£630.4m-UK£12,138,000.0039.5x-402.9x7.8x
Mon, 16 Dec 2024UK£4.9bUK£631.0m-UK£12,138,000.0047.4x-407.6x7.8x
Wed, 13 Nov 2024UK£5.1bUK£697.4m-UK£20,838,000.0067.2x-245.3x7.3x
Fri, 11 Oct 2024UK£5.5bUK£697.4m-UK£20,838,000.0070.7x-263.8x7.9x
Sun, 08 Sep 2024UK£5.5bUK£695.7mUK£2.7m79.8x2051.3x8x
Tue, 06 Aug 2024UK£5.3bUK£695.7mUK£2.7m78.2x1946.6x7.6x
Thu, 04 Jul 2024UK£5.4bUK£670.7mUK£708.1m60.4x7.6x8.1x
Sat, 01 Jun 2024UK£5.3bUK£668.8mUK£681.6m36.4x7.8x8x
Mon, 29 Apr 2024UK£5.1bUK£672.6mUK£669.8m130.2x7.6x7.5x
Wed, 27 Mar 2024UK£5.3bUK£672.6mUK£669.8m138.8x7.9x7.9x
Fri, 23 Feb 2024UK£5.1bUK£645.9mUK£205.4m4.2x24.9x7.9x
Sun, 21 Jan 2024UK£6.7bUK£769.0mUK£324.5m8.9x20.8x8.8x
Tue, 19 Dec 2023UK£7.1bUK£769.0mUK£324.5m9x21.7x9.2x
Thu, 16 Nov 2023UK£6.8bUK£779.8mUK£331.2m8.8x20.5x8.7x
Sat, 14 Oct 2023UK£6.3bUK£777.3mUK£331.2m8.6x18.9x8.1x
Mon, 11 Sep 2023UK£6.5bUK£771.7mUK£315.3m8.7x20.5x8.4x
Wed, 09 Aug 2023UK£9.1bUK£847.2m-UK£362,189,000.0018.2x-25x10.7x
Fri, 07 Jul 2023UK£8.8bUK£867.8m-UK£310,689,000.0017.9x-28.4x10.2x
Sun, 04 Jun 2023UK£9.3bUK£870.5m-UK£266,592,000.0016.1x-34.9x10.7x
Tue, 02 May 2023UK£9.3bUK£870.5m-UK£266,592,000.0016x-35x10.7x
Thu, 30 Mar 2023UK£8.9bUK£875.6mUK£5.0m13.6x1790.7x10.2x
Sat, 25 Feb 2023UK£5.6bUK£756.0mUK£401.1m10.2x13.9x7.4x
Mon, 23 Jan 2023UK£5.3bUK£756.0mUK£401.1m10.3x13.3x7x
Wed, 21 Dec 2022UK£4.9bUK£756.0mUK£401.1m8.7x12.3x6.5x
Fri, 18 Nov 2022UK£5.3bUK£752.2mUK£652.5m7.7x8.1x7x
Sun, 16 Oct 2022UK£4.4bUK£752.2mUK£652.5m6.8x6.8x5.9x
Tue, 13 Sep 2022UK£5.6bUK£744.8mUK£660.1m8.5x8.4x7.5x
Thu, 11 Aug 2022UK£6.2bUK£743.8mUK£607.2m11.6x10.2x8.4x
Sat, 09 Jul 2022UK£6.1bUK£721.0mUK£109.4m25.8x56.1x8.5x
Mon, 06 Jun 2022UK£6.9bUK£734.2mUK£14.6m13.5x469.2x9.4x
Price to Earnings Ratio

469.2x


Total Market Cap: UK£6.9bTotal Earnings: UK£14.6mTotal Revenue: UK£734.2mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Retail REITs Industry Price to Earnings3Y Average 74.6x202320242025
Current Industry PE
  • Investors are pessimistic on the British Retail REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 18.4x which is lower than its 3-year average PE of 75.0x.
  • The industry is trading close to its 3-year average PS ratio of 8.7x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 171% per year over the last three years.
  • Meanwhile revenues for these companies have declined 6.0% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

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

GB Market-0.76%
Real Estate0.48%
REITS-0.26%
Retail REITs1.96%
Office REITs1.47%
Residential REITs0.97%
Industrial REITs0.44%
Specialized REITs0%0
Diversified REITs-0.26%
Healthcare REITs-0.58%
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
HMSO HammersonUK£2.845.4%
+UK£65.9m
3.3%PB0.8x
SHC Shaftesbury CapitalUK£1.472.4%
+UK£63.8m
-0.1%PB0.7x
SUPR Supermarket Income REITUK£0.822.8%
+UK£27.4m
8.2%PB0.9x
NRR NewRiver REITUK£0.783.3%
+UK£11.9m
7.7%PB0.9x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

NRR

UK£0.78

NewRiver REIT

7D

3.3%

1Y

7.7%

SHC

UK£1.47

Shaftesbury Capital

7D

2.4%

1Y

-0.1%

HMSO

UK£2.84

Hammerson

7D

5.4%

1Y

3.3%