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U.S. Retail REITs Industry Analysis

UpdatedOct 13, 2024
DataAggregated Company Financials
Companies29
  • 7D0.2%
  • 3M9.7%
  • 1Y33.0%
  • YTDn/a

In the last week, the Retail REITs industry is flat overall, with Spirit Realty Capital standing out by going down 4.9%. The past year has been better, since the industry has gained 33% in that time. Earnings are forecast to grow by 8.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 25 Dec 2021US$199.2bUS$19.6bUS$4.4b44.8x45.4x10.1x
Mon, 22 Nov 2021US$208.1bUS$20.6bUS$4.1b43.5x50.9x10.1x
Wed, 20 Oct 2021US$179.0bUS$19.2bUS$2.5b49.3x71.8x9.3x
Price to Earnings Ratio

71.8x


Total Market Cap: US$179.0bTotal Earnings: US$2.5bTotal Revenue: US$19.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail REITs Industry Price to Earnings3Y Average 36.3x202220232024
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 36.3x.
  • The industry is trading close to its 3-year average PS ratio of 8.1x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 34% 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 Market1.01%
Real Estate-0.72%
REITS0.59%
Retail REITs0.22%
Office REITs1.12%
Diversified REITs0.59%
Specialized REITs0.33%
Healthcare REITs-0.74%
Residential REITs-0.93%
Hotel and Resort REITs-1.04%
Industrial REITs-1.80%
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
SPG Simon Property GroupUS$170.780.7%
+US$391.3m
59.6%PB19.2x
KIM Kimco RealtyUS$23.181.0%
+US$161.8m
35.6%PB1.5x
AKR Acadia Realty TrustUS$23.562.4%
+US$59.0m
68.8%PB1.4x
RTL Necessity Retail REITUS$7.616.6%
+US$57.9m
7.2%PB0.7x
MAC MacerichUS$18.131.5%
+US$56.2m
66.9%PB1.6x
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Latest News

SKT

US$33.64

Tanger

7D

0.7%

1Y

46.1%

WSR

US$14.15

Whitestone REIT

7D

6.3%

1Y

46.6%

ADC

US$73.49

Agree Realty

7D

-0.5%

1Y

33.9%

O

US$61.75

Realty Income

7D

-0.4%

1Y

22.1%

SPG

US$170.78

Simon Property Group

7D

0.7%

1Y

59.6%

KRG

US$25.59

Kite Realty Group Trust

7D

-1.3%

1Y

25.9%

IVT

US$28.98

InvenTrust Properties

7D

-1.7%

1Y

13.9%

AKR

US$23.56

Acadia Realty Trust

7D

2.4%

1Y

68.8%

MAC

US$18.13

Macerich

7D

1.5%

1Y

66.9%

KIM

US$23.18

Kimco Realty

7D

1.0%

1Y

35.6%

REG

US$70.30

Regency Centers

7D

-0.8%

1Y

19.3%

BRX

US$26.91

Brixmor Property Group

7D

-1.4%

1Y

33.2%

CBL

US$26.06

CBL & Associates Properties

7D

3.0%

1Y

25.2%

SRC

US$42.31

Spirit Realty Capital

7D

-4.9%

1Y

1.7%

RTL

US$7.61

Necessity Retail REIT

7D

6.6%

1Y

7.2%