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U.K. (FTSE) Retail REITs Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies4
  • 7D-7.5%
  • 3M4.5%
  • 1Y23.4%
  • YTD3.6%

Over the last 7 days, the Retail REITs industry has risen 2.5%, driven by gains from NewRiver REIT of 2.7%. This means that the industry has gained 31% over the past year. Earnings are forecast to grow by 4.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026UK£3.1bUK£500.1mUK£323.5m10.9x9.7x6.3x
Mon, 02 Feb 2026UK£3.2bUK£473.4mUK£149.4m16.9x21.6x6.8x
Wed, 31 Dec 2025UK£3.1bUK£473.4mUK£149.4m16.6x20.4x6.4x
Fri, 28 Nov 2025UK£3.0bUK£442.9mUK£143.2m16.5x21.2x6.8x
Sun, 26 Oct 2025UK£5.6bUK£677.6mUK£460.8m14.7x12.2x8.3x
Tue, 23 Sep 2025UK£5.4bUK£677.9mUK£460.5m14.4x11.7x7.9x
Thu, 21 Aug 2025UK£5.6bUK£675.6mUK£468.5m13.8x12x8.3x
Sat, 19 Jul 2025UK£5.5bUK£635.6mUK£300.2m14.4x18.5x8.7x
Mon, 16 Jun 2025UK£5.5bUK£608.9mUK£290.3m14.8x18.8x9x
Wed, 14 May 2025UK£5.2bUK£608.9mUK£290.3m14x17.8x8.5x
Fri, 11 Apr 2025UK£4.5bUK£609.7mUK£290.7m18.3x15.6x7.5x
Sun, 09 Mar 2025UK£4.6bUK£604.4mUK£200.0m23.4x22.9x7.6x
Tue, 04 Feb 2025UK£4.9bUK£630.4m-UK£12,138,000.0039.5x-400.5x7.7x
Thu, 02 Jan 2025UK£4.9bUK£630.4m-UK£12,138,000.0047.4x-400.4x7.7x
Sat, 30 Nov 2024UK£5.2bUK£697.4m-UK£20,838,000.0067.7x-251.8x7.5x
Mon, 28 Oct 2024UK£5.4bUK£697.4m-UK£20,838,000.0069.3x-260.5x7.8x
Wed, 25 Sep 2024UK£5.6bUK£696.6m-UK£22,007,000.0072.4x-253.7x8x
Fri, 23 Aug 2024UK£5.4bUK£695.7mUK£2.7m79.3x1999.4x7.8x
Sun, 21 Jul 2024UK£5.5bUK£670.7mUK£708.1m61.2x7.8x8.2x
Tue, 18 Jun 2024UK£5.2bUK£668.8mUK£681.6m38.8x7.6x7.7x
Thu, 16 May 2024UK£5.3bUK£668.8mUK£681.6m31.9x7.8x7.9x
Sat, 13 Apr 2024UK£5.0bUK£672.6mUK£669.8m129.5x7.5x7.5x
Mon, 11 Mar 2024UK£5.2bUK£684.8mUK£521.4m3.5x10x7.6x
Wed, 07 Feb 2024UK£5.2bUK£645.9mUK£205.4m4.3x25.5x8.1x
Fri, 05 Jan 2024UK£5.5bUK£645.9mUK£205.4m4.5x26.9x8.6x
Sun, 03 Dec 2023UK£5.2bUK£645.9mUK£205.4m4x25.4x8.1x
Tue, 31 Oct 2023UK£4.4bUK£656.7mUK£212.1m3.3x20.6x6.6x
Thu, 28 Sep 2023UK£4.8bUK£656.7mUK£212.6m3.7x22.4x7.2x
Sat, 26 Aug 2023UK£4.7bUK£648.6mUK£196.2m3.7x24.1x7.3x
Mon, 24 Jul 2023UK£5.1bUK£657.1m-UK£217,989,000.0019.5x-23.3x7.7x
Wed, 21 Jun 2023UK£5.0bUK£657.1m-UK£217,989,000.0019.4x-22.9x7.6x
Fri, 19 May 2023UK£5.0bUK£659.8m-UK£173,892,000.0017.6x-28.5x7.5x
Sun, 16 Apr 2023UK£5.1bUK£659.8m-UK£173,892,000.0018.5x-29.4x7.8x
Price to Earnings Ratio

-28.1x


Total Market Cap: UK£4.9bTotal Earnings: -UK£173,892,000.00Total Revenue: UK£659.8mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Retail REITs Industry Price to Earnings3Y Average 51.7x202420252026
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 10.5x which is lower than its 3-year average PE of 51.8x.
  • The 3-year average PS ratio of 7.7x is higher than the industry's current PS ratio of 6.8x.
Past Earnings Growth
  • Total earnings for the Retail REITs industry have gone up over the last three years and the industry is now profitable.
  • Revenues have declined 8.8% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the U.K. Real Estate industry?

GB Market-5.72%
Real Estate-6.50%
Retail REITs-7.51%
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
No data available

Latest News

HMSO
UK£3.36
Hammerson
7D
-8.8%
1Y
30.3%
SUPR
UK£0.83
Supermarket Income REIT
7D
-5.8%
1Y
16.6%
NRR
UK£0.76
NewRiver REIT
7D
-5.9%
1Y
11.8%