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U.S. Retail REITs Industry Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies30
  • 7D3.3%
  • 3M-5.9%
  • 1Y9.7%
  • YTDn/a

Over the last 7 days, the Retail REITs industry has risen 3.3%, driven by gains from Realty Income of 5.7%. This takes the industry's 12 month performance to a gain of 9.7%. Earnings are forecast to grow by 9.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Jan 2025US$214.4bUS$25.4bUS$6.4b32.6x33.7x8.4x
Wed, 18 Dec 2024US$224.4bUS$25.4bUS$6.4b35.8x35.3x8.8x
Fri, 15 Nov 2024US$225.3bUS$25.5bUS$6.4b34.2x35.4x8.9x
Sun, 13 Oct 2024US$221.1bUS$24.9bUS$6.0b35.6x37.1x8.9x
Tue, 10 Sep 2024US$218.7bUS$24.7bUS$5.9b34.9x36.9x8.8x
Thu, 08 Aug 2024US$208.8bUS$24.7bUS$6.2b33.4x33.7x8.4x
Sat, 06 Jul 2024US$189.9bUS$24.2bUS$5.6b33.7x33.7x7.8x
Mon, 03 Jun 2024US$191.2bUS$24.2bUS$5.6b34x33.9x7.9x
Wed, 01 May 2024US$185.3bUS$23.7bUS$5.9b31.6x31.4x7.8x
Fri, 29 Mar 2024US$193.3bUS$23.6bUS$6.0b32.8x32.3x8.2x
Sun, 25 Feb 2024US$188.4bUS$22.9bUS$5.9b31.6x32x8.2x
Tue, 23 Jan 2024US$191.1bUS$24.1bUS$5.3b31.3x35.9x7.9x
Thu, 21 Dec 2023US$195.3bUS$24.2bUS$5.3b31.3x36.7x8.1x
Sat, 18 Nov 2023US$173.2bUS$24.2bUS$5.3b28.9x32.5x7.2x
Mon, 16 Oct 2023US$158.7bUS$23.8bUS$5.5b25.7x28.7x6.7x
Wed, 13 Sep 2023US$171.5bUS$23.8bUS$5.5b27.4x31.1x7.2x
Fri, 11 Aug 2023US$180.0bUS$23.8bUS$5.5b28.8x32.6x7.6x
Sun, 09 Jul 2023US$174.4bUS$23.3bUS$5.4b24.8x32.3x7.5x
Tue, 06 Jun 2023US$166.2bUS$23.3bUS$5.4b24.2x30.8x7.1x
Thu, 04 May 2023US$166.4bUS$23.1bUS$5.5b22.3x30.3x7.2x
Sat, 01 Apr 2023US$172.8bUS$23.0bUS$5.4b23.9x32.2x7.5x
Mon, 27 Feb 2023US$181.5bUS$22.9bUS$5.3b24.1x34.1x7.9x
Wed, 25 Jan 2023US$183.6bUS$22.5bUS$4.3b25.4x42.5x8.2x
Fri, 23 Dec 2022US$174.5bUS$22.5bUS$4.3b24.6x40.4x7.8x
Sun, 20 Nov 2022US$178.8bUS$22.5bUS$4.3b26.4x41.5x8x
Tue, 18 Oct 2022US$148.4bUS$21.8bUS$4.8b24.4x30.6x6.8x
Thu, 15 Sep 2022US$166.0bUS$21.8bUS$4.8b26.3x34.3x7.6x
Sat, 13 Aug 2022US$188.6bUS$21.8bUS$4.9b29.6x38.4x8.7x
Mon, 11 Jul 2022US$165.0bUS$20.9bUS$5.2b27x31.9x7.9x
Wed, 08 Jun 2022US$179.4bUS$20.9bUS$5.2b28.5x34.8x8.6x
Fri, 06 May 2022US$185.8bUS$20.9bUS$5.0b33.2x37.1x8.9x
Sun, 03 Apr 2022US$196.3bUS$20.1bUS$5.1b35.7x38.2x9.8x
Tue, 01 Mar 2022US$188.4bUS$20.6bUS$4.8b34x39.2x9.1x
Thu, 27 Jan 2022US$191.8bUS$19.7bUS$4.4b41.4x43.7x9.8x
Price to Earnings Ratio

43.7x


Total Market Cap: US$191.8bTotal Earnings: US$4.4bTotal Revenue: US$19.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail REITs Industry Price to Earnings3Y Average 34.7x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Retail REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 34.7x.
  • The industry is trading close to its 3-year average PS ratio of 8.0x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 9.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

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

US Market3.25%
Real Estate4.54%
REITS3.06%
Retail REITs3.25%
Office REITs7.17%
Industrial REITs5.25%
Specialized REITs4.90%
Healthcare REITs3.84%
Residential REITs3.35%
Diversified REITs3.06%
Hotel and Resort REITs0.78%
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
O Realty IncomeUS$54.624.1%
+US$1.9b
-1.7%PB1.2x
SPG Simon Property GroupUS$174.140.8%
+US$437.2m
22.6%PB21.3x
ADC Agree RealtyUS$72.444.2%
+US$301.6m
18.4%PB1.5x
NNN NNN REITUS$40.073.8%
+US$277.5m
-4.3%PB1.7x
FRT Federal Realty Investment TrustUS$105.392.1%
+US$184.4m
4.6%PB3x
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Latest News

ADC

US$72.44

Agree Realty

7D

4.2%

1Y

18.4%

NNN

US$40.07

NNN REIT

7D

3.8%

1Y

-4.3%

O

US$54.62

Realty Income

7D

4.1%

1Y

-1.7%

BFS

US$36.88

Saul Centers

7D

-0.4%

1Y

-5.9%

CBL

US$28.14

CBL & Associates Properties

7D

-2.9%

1Y

15.9%

BRX

US$26.31

Brixmor Property Group

7D

-0.3%

1Y

16.2%

FRT

US$105.39

Federal Realty Investment Trust

7D

2.1%

1Y

4.6%

KRG

US$23.31

Kite Realty Group Trust

7D

2.6%

1Y

6.5%

KIM

US$22.29

Kimco Realty

7D

1.0%

1Y

9.7%