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U.K. (FTSE) Retail REITs Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies4
  • 7D-5.2%
  • 3M6.3%
  • 1Y21.0%
  • YTD1.4%

Over the last 7 days, the Retail REITs industry has dropped 2.1%, driven by pullbacks from every company within the industry. Over the past 12 months, the industry was up 23%. Earnings are forecast to grow by 5.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Mar 2026UK£3.1bUK£500.1mUK£323.5m10.9x9.5x6.2x
Sun, 08 Feb 2026UK£3.2bUK£473.4mUK£149.4m16.9x21.5x6.8x
Tue, 06 Jan 2026UK£3.1bUK£473.4mUK£149.4m16.5x20.5x6.5x
Thu, 04 Dec 2025UK£3.0bUK£473.3mUK£149.4m16.6x20.2x6.4x
Sat, 01 Nov 2025UK£5.5bUK£677.6mUK£460.8m14.3x11.9x8.1x
Mon, 29 Sep 2025UK£5.3bUK£677.9mUK£460.5m14.2x11.6x7.9x
Wed, 27 Aug 2025UK£5.5bUK£675.6mUK£468.5m13.5x11.8x8.2x
Fri, 25 Jul 2025UK£5.6bUK£635.6mUK£300.2m14.2x18.8x8.9x
Sun, 22 Jun 2025UK£5.6bUK£608.9mUK£290.3m15.1x19.3x9.2x
Tue, 20 May 2025UK£5.3bUK£608.9mUK£290.3m14.4x18.3x8.7x
Thu, 17 Apr 2025UK£4.9bUK£609.7mUK£290.7m19.2x16.8x8x
Sat, 15 Mar 2025UK£4.6bUK£609.7mUK£290.7m19x15.9x7.6x
Mon, 10 Feb 2025UK£4.8bUK£630.4m-UK£12,138,000.0039.5x-395.1x7.6x
Wed, 08 Jan 2025UK£4.7bUK£630.4m-UK£12,138,000.0044.4x-390.1x7.5x
Fri, 06 Dec 2024UK£5.3bUK£697.4m-UK£20,838,000.0068.2x-252.3x7.5x
Sun, 03 Nov 2024UK£5.3bUK£697.4m-UK£20,838,000.0068x-252x7.5x
Tue, 01 Oct 2024UK£5.6bUK£697.4m-UK£20,838,000.0071.6x-268.8x8x
Thu, 29 Aug 2024UK£5.4bUK£695.7mUK£2.7m78.8x2005.9x7.8x
Sat, 27 Jul 2024UK£5.5bUK£661.0mUK£717.3m62.7x7.6x8.3x
Mon, 24 Jun 2024UK£5.2bUK£670.7mUK£708.1m57.5x7.3x7.8x
Wed, 22 May 2024UK£5.3bUK£668.8mUK£681.6m31.2x7.7x7.9x
Fri, 19 Apr 2024UK£5.0bUK£672.6mUK£669.8m130.3x7.5x7.4x
Sun, 17 Mar 2024UK£5.2bUK£672.6mUK£669.8m134.5x7.7x7.7x
Tue, 13 Feb 2024UK£5.2bUK£645.9mUK£205.4m4.3x25.4x8.1x
Thu, 11 Jan 2024UK£5.4bUK£645.9mUK£205.4m4.4x26.4x8.4x
Sat, 09 Dec 2023UK£5.2bUK£645.9mUK£205.4m4.1x25.2x8x
Mon, 06 Nov 2023UK£4.9bUK£656.7mUK£212.1m3.8x23x7.4x
Wed, 04 Oct 2023UK£4.7bUK£656.7mUK£212.1m3.6x22.3x7.2x
Fri, 01 Sep 2023UK£4.8bUK£648.6mUK£196.2m3.8x24.5x7.4x
Sun, 30 Jul 2023UK£5.0bUK£636.5m-UK£269,489,000.0019.5x-18.4x7.8x
Tue, 27 Jun 2023UK£4.7bUK£657.1m-UK£217,989,000.0018.4x-21.5x7.1x
Thu, 25 May 2023UK£5.0bUK£659.8m-UK£173,892,000.0019.1x-28.8x7.6x
Sat, 22 Apr 2023UK£5.0bUK£659.8m-UK£173,892,000.0017.5x-28.8x7.6x
Price to Earnings Ratio

49.6x


Total Market Cap: UK£4.8bTotal Earnings: UK£97.7mTotal Revenue: UK£664.9mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Retail REITs Industry Price to Earnings3Y Average 51.4x202420252026
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 9.7x which is lower than its 3-year average PE of 51.5x.
  • The 3-year average PS ratio of 7.7x is higher than the industry's current PS ratio of 6.3x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 49% per year over the last three years.
  • Meanwhile revenues for these companies have declined 9.1% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

GB Market-2.07%
Real Estate-5.19%
Retail REITs-5.20%
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

SUPR
UK£0.83
Supermarket Income REIT
7D
-1.7%
1Y
11.4%
HMSO
UK£3.22
Hammerson
7D
-6.1%
1Y
31.8%

HMSO: Future P/E Assumptions And Execution Will Shape Balanced Risk Profile

Analysts have nudged their fair value estimate for Hammerson higher, with the updated price target rising from about £3.34 to roughly £3.47, citing revised assumptions around growth, margins and future P/E multiples following recent upgrades and target increases from the Street. Analyst Commentary Recent research updates point to a slightly more constructive tone around Hammerson, with the latest work fine tuning assumptions on growth, margins and future P/E multiples rather than ripping up the core investment case.
NRR
UK£0.76
NewRiver REIT
7D
-2.5%
1Y
7.5%