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South African (JSE) Retail REITs Industry Analysis

UpdatedFeb 28, 2026
DataAggregated Company Financials
Companies8
  • 7D0.9%
  • 3M7.7%
  • 1Y34.7%
  • YTD8.3%

In the last week, Retail REITs has been flat. The past year has been better, since the industry has gained 35% in that time.

Industry Valuation and Performance

Has the South African Retail REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Feb 2026R125.0bR23.1bR12.8b7.3x9.8x5.4x
Mon, 26 Jan 2026R116.7bR23.1bR12.8b7.2x9.1x5.1x
Wed, 24 Dec 2025R116.4bR23.7bR13.4b6.8x8.7x4.9x
Fri, 21 Nov 2025R112.4bR22.6bR11.3b8x9.9x5x
Sun, 19 Oct 2025R91.1bR20.3bR10.1b6.8x9x4.5x
Tue, 16 Sep 2025R89.0bR20.1bR11.0b6.4x8.1x4.4x
Thu, 14 Aug 2025R86.6bR19.9bR12.1b6.5x7.2x4.4x
Sat, 12 Jul 2025R83.0bR19.9bR12.6b5.9x6.6x4.2x
Mon, 09 Jun 2025R80.8bR19.3bR10.9b5.9x7.4x4.2x
Wed, 07 May 2025R80.4bR19.2bR10.5b6.2x7.7x4.2x
Fri, 04 Apr 2025R74.5bR19.2bR10.5b5.9x7.1x3.9x
Sun, 02 Mar 2025R77.1bR21.3bR10.4b6.2x7.4x3.6x
Tue, 28 Jan 2025R76.7bR21.3bR10.4b6.1x7.4x3.6x
Thu, 26 Dec 2024R78.5bR21.3bR10.6b6.2x7.4x3.7x
Sat, 23 Nov 2024R74.2bR21.1bR9.3b6.1x8x3.5x
Mon, 21 Oct 2024R73.6bR21.1bR9.1b6.5x8.1x3.5x
Wed, 18 Sep 2024R75.4bR21.0bR9.1b6.7x8.3x3.6x
Fri, 16 Aug 2024R67.4bR20.9bR7.1b7.3x9.5x3.2x
Sun, 14 Jul 2024R64.5bR21.0bR6.9b7.1x9.4x3.1x
Tue, 11 Jun 2024R60.4bR20.0bR8.6b5.4x7x3x
Thu, 09 May 2024R59.5bR19.7bR9.4b5x6.3x3x
Sat, 06 Apr 2024R58.7bR19.7bR9.4b4.7x6.3x3x
Mon, 04 Mar 2024R60.6bR17.3bR9.2b5.7x6.6x3.5x
Wed, 31 Jan 2024R65.9bR18.4bR9.5b6.2x6.9x3.6x
Fri, 29 Dec 2023R64.1bR18.4bR9.5b5.8x6.7x3.5x
Sun, 26 Nov 2023R58.5bR18.2bR9.7b5.4x6x3.2x
Tue, 24 Oct 2023R58.2bR18.1bR10.1b4.6x5.8x3.2x
Thu, 21 Sep 2023R64.0bR18.3bR10.8b4.6x5.9x3.5x
Sat, 19 Aug 2023R62.1bR18.3bR10.8b4.5x5.8x3.4x
Mon, 17 Jul 2023R59.0bR18.2bR11.5b4.6x5.1x3.2x
Wed, 14 Jun 2023R59.0bR17.7bR11.5b4.7x5.1x3.3x
Fri, 12 May 2023R60.2bR16.5bR10.1b5.1x6x3.6x
Sun, 09 Apr 2023R53.8bR16.5bR10.1b4.8x5.3x3.3x
Price to Earnings Ratio

5.8x


Total Market Cap: R36.7bTotal Earnings: R6.3bTotal Revenue: R12.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Retail REITs Industry Price to Earnings3Y Average 7.3x202420252026
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 9.8x which is higher than its 3-year average PE of 7.3x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 5.4x.
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 24% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the South African Real Estate industry?

ZA Market3.99%
Real Estate0.20%
Retail REITs0.88%
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
RES Resilient REITR89.082.3%
+R673.9m		50.3%PB1.3x
HYP Hyprop InvestmentsR64.402.4%
+R598.3m		50.8%PB1x
DIB Dipula PropertiesR7.162.3%
+R145.7m		36.4%PB1x
FTA FairvestR18.390.1%
+R39.4m		-0.6%PB3.3x

Latest News

DIB
R7.16
Dipula Properties
7D
2.3%
1Y
36.4%
VKE
R25.41
Vukile Property Fund
7D
-1.1%
1Y
44.0%
HYP
R64.40
Hyprop Investments
7D
2.4%
1Y
50.8%
FTA
R18.39
Fairvest
7D
0.1%
1Y
-0.6%
RES
R89.08
Resilient REIT
7D
2.3%
1Y
50.3%