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South African (JSE) Retail REITs Industry Analysis
UpdatedApr 14, 2025
DataAggregated Company Financials
Companies8
- 7D1.7%
- 3M-4.1%
- 1Y22.8%
- YTDn/a
Over the last 7 days, the Retail REITs industry has remained flat, although notably Vukile Property Fund gained 4.5%. The past year has been better, since the industry has gained 24% in that time.
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 |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | R72.7b | R19.2b | R10.5b | 5.7x | 6.9x | 3.8x |
| Wed, 12 Mar 2025 | R74.9b | R21.3b | R10.4b | 6x | 7.2x | 3.5x |
| Fri, 07 Feb 2025 | R76.0b | R21.3b | R10.4b | 6.2x | 7.3x | 3.6x |
| Sun, 05 Jan 2025 | R78.6b | R21.3b | R10.4b | 6.1x | 7.5x | 3.7x |
| Tue, 03 Dec 2024 | R78.0b | R21.2b | R9.4b | 6.2x | 8.3x | 3.7x |
| Thu, 31 Oct 2024 | R73.1b | R21.1b | R9.1b | 6.4x | 8.1x | 3.5x |
| Sat, 28 Sep 2024 | R75.9b | R21.1b | R9.1b | 7.1x | 8.4x | 3.6x |
| Mon, 26 Aug 2024 | R65.8b | R19.8b | R6.9b | 9.8x | 9.6x | 3.3x |
| Wed, 24 Jul 2024 | R64.8b | R20.9b | R7.1b | 7.1x | 9.1x | 3.1x |
| Fri, 21 Jun 2024 | R64.3b | R20.1b | R8.6b | 5.4x | 7.5x | 3.2x |
| Sun, 19 May 2024 | R59.4b | R19.8b | R9.3b | 4.7x | 6.4x | 3x |
| Tue, 16 Apr 2024 | R58.1b | R19.7b | R9.4b | 4.7x | 6.2x | 2.9x |
| Thu, 14 Mar 2024 | R60.4b | R17.3b | R9.2b | 5.6x | 6.6x | 3.5x |
| Sat, 10 Feb 2024 | R61.6b | R17.3b | R9.2b | 5.6x | 6.7x | 3.6x |
| Mon, 08 Jan 2024 | R66.5b | R19.7b | R10.0b | 6.1x | 6.7x | 3.4x |
| Wed, 06 Dec 2023 | R64.4b | R19.7b | R10.2b | 6.1x | 6.3x | 3.3x |
| Fri, 03 Nov 2023 | R61.9b | R19.4b | R10.5b | 4.7x | 5.9x | 3.2x |
| Sun, 01 Oct 2023 | R64.3b | R19.4b | R10.5b | 4.7x | 6.1x | 3.3x |
| Tue, 29 Aug 2023 | R66.5b | R19.6b | R11.2b | 4.7x | 5.9x | 3.4x |
| Thu, 27 Jul 2023 | R63.9b | R19.5b | R11.1b | 4.7x | 5.8x | 3.3x |
| Sat, 24 Jun 2023 | R62.4b | R19.1b | R11.9b | 4.9x | 5.2x | 3.3x |
| Mon, 22 May 2023 | R63.9b | R17.9b | R10.5b | 5.5x | 6.1x | 3.6x |
| Wed, 19 Apr 2023 | R66.1b | R17.8b | R10.5b | 5.7x | 6.3x | 3.7x |
| Fri, 17 Mar 2023 | R59.5b | R16.3b | R10.7b | 4.8x | 5.6x | 3.6x |
| Sun, 12 Feb 2023 | R61.4b | R16.3b | R10.6b | 4.8x | 5.8x | 3.8x |
| Tue, 10 Jan 2023 | R61.0b | R16.3b | R10.6b | 5.2x | 5.8x | 3.8x |
| Thu, 08 Dec 2022 | R60.3b | R16.3b | R10.4b | 5.8x | 5.8x | 3.7x |
| Sat, 05 Nov 2022 | R59.5b | R16.0b | R9.3b | 7.7x | 6.4x | 3.7x |
| Mon, 03 Oct 2022 | R58.4b | R16.7b | R9.1b | 7.5x | 6.4x | 3.5x |
| Wed, 31 Aug 2022 | R62.1b | R16.4b | R7.9b | 9x | 7.8x | 3.8x |
| Fri, 29 Jul 2022 | R63.0b | R15.1b | R7.4b | 9.2x | 8.5x | 4.2x |
| Sun, 26 Jun 2022 | R61.0b | R15.1b | R6.8b | 7.2x | 9x | 4x |
| Tue, 24 May 2022 | R56.4b | R13.6b | R5.6b | 9.7x | 10.1x | 4.1x |
| Thu, 21 Apr 2022 | R56.1b | R12.3b | R5.1b | 9.4x | 11x | 4.6x |
Price to Earnings Ratio
11x
Current Industry PE
- Investors are relatively neutral on the South African 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 7.1x.
- The industry is trading close to its 3-year average PS ratio of 3.6x.
Past Earnings Growth
- The earnings for companies in the Retail REITs industry have grown 27% per year over the last three years.
- Revenues for these companies have grown 16% 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 | 4.52% | |
| Real Estate | 2.00% | |
| REITS | 1.47% | |
| Retail REITs | 1.69% | |
| Industrial REITs | 3.07% | |
| Diversified REITs | 1.47% | |
| Residential REITs | 0% | 0 |
| Specialized REITs | 0% | 0 |
| Hotel and Resort REITs | 0% | 0 |
| Office REITs | -5.33% | |
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 | R17.71 | 6.9% +R1.4b | 19.0% | PB0.8x | |
| HYP Hyprop Investments | R37.84 | 2.3% +R319.1m | 34.2% | PB0.6x | |
| DIB Dipula Properties | R4.83 | 1.7% +R72.8m | 23.8% | PB0.7x | |
| APF Accelerate Property Fund | R0.50 | 4.2% +R35.9m | -15.3% | PB0.2x |