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South African (JSE) Retail REITs Industry Analysis
UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies8
- 7D1.9%
- 3M9.1%
- 1Y33.2%
- YTDn/a
Over the last 7 days, the Retail REITs industry has risen 1.9%, driven by gains from Vukile Property Fund of 3.2%. This takes the industry's 12 month performance to a gain of 33%.
Industry Valuation and Performance
Has the South African Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 17 Feb 2026 | R121.7b | R23.1b | R12.8b | 7.3x | 9.5x | 5.3x |
| Thu, 15 Jan 2026 | R115.6b | R23.1b | R12.8b | 7.2x | 9x | 5x |
| Sat, 13 Dec 2025 | R114.3b | R23.7b | R13.4b | 6.5x | 8.6x | 4.8x |
| Mon, 10 Nov 2025 | R107.7b | R22.5b | R11.2b | 8x | 9.6x | 4.8x |
| Wed, 08 Oct 2025 | R90.6b | R20.3b | R10.1b | 6.8x | 9x | 4.5x |
| Fri, 05 Sep 2025 | R86.7b | R20.1b | R11.0b | 6.3x | 7.9x | 4.3x |
| Sun, 03 Aug 2025 | R84.7b | R19.9b | R12.6b | 6.3x | 6.7x | 4.3x |
| Tue, 01 Jul 2025 | R80.6b | R19.9b | R12.6b | 5.7x | 6.4x | 4x |
| Thu, 29 May 2025 | R78.8b | R19.3b | R10.9b | 5.9x | 7.2x | 4.1x |
| Sat, 26 Apr 2025 | R77.6b | R19.2b | R10.5b | 6.1x | 7.4x | 4x |
| Mon, 24 Mar 2025 | R76.7b | R19.2b | R10.5b | 6x | 7.3x | 4x |
| Wed, 19 Feb 2025 | R76.8b | R21.3b | R10.4b | 6.1x | 7.4x | 3.6x |
| Fri, 17 Jan 2025 | R77.2b | R21.3b | R10.4b | 6.2x | 7.4x | 3.6x |
| Sun, 15 Dec 2024 | R79.4b | R21.3b | R10.6b | 6.1x | 7.5x | 3.7x |
| Tue, 12 Nov 2024 | R73.2b | R21.1b | R9.1b | 6.3x | 8.1x | 3.5x |
| Thu, 10 Oct 2024 | R72.9b | R21.1b | R9.1b | 6.4x | 8x | 3.5x |
| Sat, 07 Sep 2024 | R72.1b | R21.0b | R7.6b | 7.9x | 9.5x | 3.4x |
| Mon, 05 Aug 2024 | R65.0b | R20.9b | R7.1b | 7.3x | 9.1x | 3.1x |
| Wed, 03 Jul 2024 | R64.4b | R20.6b | R6.9b | 7.2x | 9.3x | 3.1x |
| Fri, 31 May 2024 | R50.4b | R18.3b | R7.3b | 6x | 6.9x | 2.8x |
| Sun, 28 Apr 2024 | R58.0b | R19.7b | R9.4b | 4.7x | 6.2x | 2.9x |
| Tue, 26 Mar 2024 | R60.2b | R19.7b | R9.4b | 4.7x | 6.4x | 3.1x |
| Thu, 22 Feb 2024 | R60.5b | R17.3b | R9.2b | 5.6x | 6.6x | 3.5x |
| Sat, 20 Jan 2024 | R67.3b | R19.7b | R10.0b | 6.2x | 6.7x | 3.4x |
| Mon, 18 Dec 2023 | R66.7b | R19.7b | R10.2b | 5.9x | 6.5x | 3.4x |
| Wed, 15 Nov 2023 | R63.1b | R19.5b | R10.6b | 4.9x | 6x | 3.2x |
| Fri, 13 Oct 2023 | R63.3b | R19.4b | R10.5b | 4.7x | 6x | 3.3x |
| Sun, 10 Sep 2023 | R65.6b | R19.6b | R11.2b | 4.7x | 5.8x | 3.4x |
| Tue, 08 Aug 2023 | R66.2b | R19.6b | R11.2b | 4.7x | 5.9x | 3.4x |
| Thu, 06 Jul 2023 | R62.1b | R19.5b | R11.9b | 4.7x | 5.2x | 3.2x |
| Sat, 03 Jun 2023 | R61.2b | R17.9b | R10.5b | 5.5x | 5.8x | 3.4x |
| Mon, 01 May 2023 | R65.2b | R17.8b | R10.5b | 5.6x | 6.2x | 3.7x |
| Wed, 29 Mar 2023 | R58.2b | R17.0b | R10.5b | 5.1x | 5.5x | 3.4x |
| Fri, 24 Feb 2023 | R60.9b | R16.3b | R10.6b | 5.1x | 5.8x | 3.7x |
Price to Earnings Ratio
5.8x
Current Industry PE
- Investors are optimistic on the South African Retail REITs industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 9.5x which is higher than its 3-year average PE of 7.2x.
- The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 5.3x.
Past Earnings Growth
- The earnings for companies in the Retail REITs industry have grown 6.5% per year over the last three years.
- Revenues for these companies have grown 12% 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 South African Retail REITs compare with similar industries?
| ZA Market | 0.68% | |
| Real Estate | 1.57% | |
| REITS | 0.68% | |
| Retail REITs | 1.85% | |
| Industrial REITs | 4.40% | |
| Diversified REITs | 0.68% | |
| Residential REITs | 0% | 0 |
| Specialized REITs | 0% | 0 |
| Hotel and Resort REITs | 0% | 0 |
| Office REITs | -3.50% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VKE Vukile Property Fund | R25.52 | 3.2% +R970.8m | 46.7% | PB1.1x | |
| RES Resilient REIT | R85.73 | 2.4% +R683.9m | 46.4% | PB1.2x | |
| HYP Hyprop Investments | R61.60 | 2.3% +R546.4m | 44.9% | PB1x | |
| APF Accelerate Property Fund | R0.74 | 1.4% +R20.5m | 57.4% | PB0.4x | |
| DIB Dipula Properties | R6.86 | 0.3% +R18.2m | 33.2% | PB0.9x |