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U.K. (FTSE) Retail REITs Industry Analysis

UpdatedJul 19, 2025
DataAggregated Company Financials
Companies5
  • 7D1.1%
  • 3M13.1%
  • 1Y1.8%
  • YTDn/a

In the last week, the Retail REITs industry is up 1.1%, with all of the companies up. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 20 Jul 2025UK£5.5bUK£635.6mUK£300.2m14.4x18.5x8.7x
Tue, 17 Jun 2025UK£5.5bUK£608.9mUK£290.3m14.8x19x9.1x
Thu, 15 May 2025UK£5.2bUK£608.9mUK£290.3m14x17.8x8.5x
Sat, 12 Apr 2025UK£4.6bUK£609.7mUK£290.7m18.3x15.8x7.5x
Mon, 10 Mar 2025UK£4.6bUK£604.4mUK£200.0m23.4x22.9x7.6x
Wed, 05 Feb 2025UK£4.8bUK£630.4m-UK£12,138,000.0039.5x-391.9x7.5x
Fri, 03 Jan 2025UK£4.9bUK£630.4m-UK£12,138,000.0047.4x-400.2x7.7x
Sun, 01 Dec 2024UK£5.2bUK£697.4m-UK£20,838,000.0067.7x-251.9x7.5x
Tue, 29 Oct 2024UK£5.5bUK£697.4m-UK£20,838,000.0069.7x-262.6x7.8x
Thu, 26 Sep 2024UK£5.6bUK£696.6m-UK£22,007,000.0072.1x-254.7x8x
Sat, 24 Aug 2024UK£5.5bUK£695.7mUK£2.7m80.2x2035.1x7.9x
Mon, 22 Jul 2024UK£5.5bUK£670.7mUK£708.1m61.2x7.8x8.2x
Wed, 19 Jun 2024UK£5.2bUK£668.8mUK£681.6m39x7.7x7.8x
Fri, 17 May 2024UK£5.3bUK£668.8mUK£681.6m31.9x7.8x7.9x
Sun, 14 Apr 2024UK£5.0bUK£672.6mUK£669.8m129.5x7.5x7.5x
Tue, 12 Mar 2024UK£5.2bUK£684.8mUK£521.4m3.5x9.9x7.6x
Thu, 08 Feb 2024UK£5.2bUK£645.9mUK£205.4m4.3x25.2x8x
Sat, 06 Jan 2024UK£7.1bUK£769.0mUK£324.5m9x21.9x9.3x
Mon, 04 Dec 2023UK£6.8bUK£769.0mUK£324.5m8.8x21.1x8.9x
Wed, 01 Nov 2023UK£6.0bUK£779.8mUK£331.2m8.5x18.2x7.7x
Fri, 29 Sep 2023UK£6.3bUK£779.8mUK£331.7m8.6x18.9x8x
Sun, 27 Aug 2023UK£6.3bUK£771.7mUK£315.3m8.7x20.1x8.2x
Tue, 25 Jul 2023UK£9.2bUK£867.8m-UK£310,689,000.0018.2x-29.5x10.6x
Thu, 22 Jun 2023UK£9.1bUK£867.8m-UK£310,689,000.0018.3x-29.4x10.5x
Sat, 20 May 2023UK£9.2bUK£870.5m-UK£266,592,000.0015.7x-34.4x10.5x
Mon, 17 Apr 2023UK£9.3bUK£870.5m-UK£266,592,000.0016x-34.9x10.7x
Wed, 15 Mar 2023UK£9.3bUK£875.6mUK£5.0m13.6x1872.3x10.6x
Fri, 10 Feb 2023UK£5.7bUK£756.0mUK£401.1m10.4x14.3x7.6x
Sun, 08 Jan 2023UK£5.2bUK£756.0mUK£401.1m9.2x13x6.9x
Tue, 06 Dec 2022UK£5.1bUK£756.0mUK£401.1m9.3x12.8x6.8x
Thu, 03 Nov 2022UK£5.0bUK£752.2mUK£652.5m7.7x7.6x6.6x
Sat, 01 Oct 2022UK£4.8bUK£752.2mUK£652.5m7.4x7.3x6.4x
Mon, 29 Aug 2022UK£5.5bUK£744.8mUK£660.1m8.5x8.4x7.4x
Wed, 27 Jul 2022UK£6.2bUK£721.0mUK£109.4m27x56.4x8.6x
Price to Earnings Ratio

56.4x


Total Market Cap: UK£6.2bTotal Earnings: UK£109.4mTotal Revenue: UK£721.0mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Retail REITs Industry Price to Earnings3Y Average 69x202320242025
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 18.5x which is lower than its 3-year average PE of 69.1x.
  • 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 40% per year over the last three years.
  • Meanwhile revenues for these companies have declined 4.1% 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 Market0.55%
Real Estate0.78%
REITS0.75%
Retail REITs1.11%
Industrial REITs0.85%
Diversified REITs0.75%
Office REITs0.60%
Specialized REITs0%0
Healthcare REITs-0.21%
Residential REITs-0.33%
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
SHC Shaftesbury CapitalUK£1.541.8%
+UK£49.2m		2.3%PB0.8x
HMSO HammersonUK£2.900.6%
+UK£8.3m		0%PB0.8x
NRR NewRiver REITUK£0.720.6%
+UK£1.9m		-8.7%PB0.7x
SUPR Supermarket Income REITUK£0.810.1%
+UK£1.2m		7.3%PB0.9x

Latest News

SUPR
UK£0.81
Supermarket Income REIT
7D
0.1%
1Y
7.3%
SHC
UK£1.54
Shaftesbury Capital
7D
1.8%
1Y
2.3%
NRR
UK£0.72
NewRiver REIT
7D
0.6%
1Y
-8.7%
HMSO
UK£2.90
Hammerson
7D
0.6%
1Y
0%