Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Retail REITs Industry Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies4
  • 7D4.4%
  • 3M13.8%
  • 1Y25.5%
  • YTD5.2%

The Retail REITs industry has stayed flat over the last week. The past year has been better, since the industry has gained 17% in that time. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026UK£3.2bUK£473.4mUK£149.4m17x21.4x6.7x
Mon, 08 Dec 2025UK£3.0bUK£473.4mUK£149.4m16.4x20.1x6.4x
Wed, 05 Nov 2025UK£5.5bUK£677.6mUK£460.8m14.4x11.9x8.1x
Fri, 03 Oct 2025UK£5.4bUK£677.6mUK£460.8m14.4x11.7x8x
Sun, 31 Aug 2025UK£5.5bUK£675.6mUK£468.5m13.5x11.7x8.1x
Tue, 29 Jul 2025UK£5.6bUK£635.6mUK£300.2m14.1x18.7x8.8x
Thu, 26 Jun 2025UK£5.6bUK£608.9mUK£290.3m15.1x19.2x9.2x
Sat, 24 May 2025UK£5.3bUK£608.9mUK£290.3m14.3x18.1x8.6x
Mon, 21 Apr 2025UK£4.9bUK£609.7mUK£290.7m19.5x16.9x8.1x
Wed, 19 Mar 2025UK£4.7bUK£609.7mUK£290.7m19.5x16.1x7.7x
Fri, 14 Feb 2025UK£4.9bUK£630.4m-UK£12,138,000.0039.5x-404.1x7.8x
Sun, 12 Jan 2025UK£4.6bUK£630.4m-UK£12,138,000.0039.5x-380.3x7.3x
Tue, 10 Dec 2024UK£5.2bUK£697.4m-UK£20,838,000.0067.1x-249.4x7.5x
Thu, 07 Nov 2024UK£5.1bUK£697.4m-UK£20,838,000.0067.1x-245.2x7.3x
Sat, 05 Oct 2024UK£5.5bUK£697.4m-UK£20,838,000.0070.6x-266.2x8x
Mon, 02 Sep 2024UK£5.4bUK£695.7mUK£2.7m78.6x2005.7x7.8x
Wed, 31 Jul 2024UK£5.5bUK£659.3mUK£717.3m63.3x7.7x8.4x
Fri, 28 Jun 2024UK£5.2bUK£670.7mUK£708.1m58.6x7.3x7.7x
Sun, 26 May 2024UK£5.2bUK£668.8mUK£681.6m36.3x7.7x7.8x
Tue, 23 Apr 2024UK£5.0bUK£672.6mUK£669.8m128.8x7.5x7.4x
Thu, 21 Mar 2024UK£5.1bUK£672.6mUK£669.8m133.9x7.6x7.5x
Sat, 17 Feb 2024UK£5.2bUK£645.9mUK£205.4m4.3x25.2x8x
Mon, 15 Jan 2024UK£5.3bUK£645.9mUK£205.4m4.3x26x8.3x
Wed, 13 Dec 2023UK£5.1bUK£645.9mUK£205.4m4x24.8x7.9x
Fri, 10 Nov 2023UK£4.8bUK£656.7mUK£212.1m3.8x22.9x7.4x
Sun, 08 Oct 2023UK£4.7bUK£654.2mUK£212.1m3.7x22.2x7.2x
Tue, 05 Sep 2023UK£4.8bUK£648.6mUK£196.2m3.8x24.3x7.4x
Thu, 03 Aug 2023UK£4.9bUK£636.5m-UK£269,489,000.0019.3x-18.1x7.7x
Sat, 01 Jul 2023UK£4.8bUK£657.1m-UK£217,989,000.0018.8x-21.9x7.3x
Mon, 29 May 2023UK£4.9bUK£659.8m-UK£173,892,000.0018.6x-28x7.4x
Wed, 26 Apr 2023UK£5.0bUK£659.8m-UK£173,892,000.0018.1x-28.7x7.6x
Price to Earnings Ratio

-28.5x


Total Market Cap: UK£5.0bTotal 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 53.4x202420252026
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 20.5x which is lower than its 3-year average PE of 53.5x.
  • The 3-year average PS ratio of 7.8x is higher than the industry's current PS ratio of 6.5x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 15% per year over the last three years.
  • Meanwhile revenues for these companies have declined 11% 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 Market1.28%
Real Estate3.37%
Retail REITs4.36%
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£3.486.6%
+UK£114.5m		29.7%PB1x
SUPR Supermarket Income REITUK£0.843.2%
+UK£32.4m		26.8%PB0.9x
NRR NewRiver REITUK£0.724.2%
+UK£12.4m		3.0%PB0.7x
ALNA Alina HoldingsUK£0.1422.7%
+UK£567.4k		68.8%PB0.7x

Latest News

HMSO
UK£3.48
Hammerson
7D
6.6%
1Y
29.7%

HMSO: Medium Term Guidance And Rental Income Outlook Will Define Risk Reward

Analysts have nudged their fair value estimate for Hammerson slightly higher to £3.30 from about £3.27, citing small adjustments to discount rate assumptions and a modestly higher future P/E multiple in their models. What's in the News Hammerson issued financial guidance for 2026 and 2027, indicating that management expects the full effect of past repositionings and acquisitions to be reflected in these years.
SUPR
UK£0.84
Supermarket Income REIT
7D
3.2%
1Y
26.8%
ALNA
UK£0.14
Alina Holdings
7D
22.7%
1Y
68.8%
NRR
UK£0.72
NewRiver REIT
7D
4.2%
1Y
3.0%