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South African (JSE) Retail REITs Industry Analysis
UpdatedJan 20, 2025
DataAggregated Company Financials
Companies8
- 7D1.4%
- 3M1.9%
- 1Y23.9%
- YTD-1.6%
The Retail REITs industry is up 1.4% in the last week, with Vukile Property Fund up 2.9%. This means that the industry has gained 24% over the past year.
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, 20 Jan 2025 | R77.2b | R21.3b | R10.4b | 6.1x | 7.4x | 3.6x |
| Wed, 18 Dec 2024 | R78.8b | R21.3b | R10.6b | 6.1x | 7.4x | 3.7x |
| Fri, 15 Nov 2024 | R72.3b | R21.1b | R9.1b | 6.4x | 8x | 3.4x |
| Sun, 13 Oct 2024 | R74.4b | R21.1b | R9.1b | 6.7x | 8.2x | 3.5x |
| Tue, 10 Sep 2024 | R72.3b | R21.0b | R7.6b | 7.9x | 9.5x | 3.4x |
| Thu, 08 Aug 2024 | R65.8b | R20.9b | R7.1b | 6.9x | 9.2x | 3.1x |
| Sat, 06 Jul 2024 | R65.0b | R21.0b | R6.9b | 6.9x | 9.4x | 3.1x |
| Mon, 03 Jun 2024 | R50.2b | R18.3b | R7.3b | 6x | 6.9x | 2.7x |
| Wed, 01 May 2024 | R59.3b | R19.7b | R9.4b | 4.7x | 6.3x | 3x |
| Fri, 29 Mar 2024 | R60.4b | R19.7b | R9.4b | 4.7x | 6.4x | 3.1x |
| Sun, 25 Feb 2024 | R61.3b | R17.3b | R9.2b | 5.7x | 6.7x | 3.5x |
| Tue, 23 Jan 2024 | R63.7b | R18.4b | R9.5b | 5.8x | 6.7x | 3.5x |
| Thu, 21 Dec 2023 | R63.0b | R18.4b | R9.5b | 5.6x | 6.6x | 3.4x |
| Sat, 18 Nov 2023 | R58.5b | R18.2b | R9.7b | 5.4x | 6x | 3.2x |
| Mon, 16 Oct 2023 | R59.4b | R18.1b | R10.1b | 4.7x | 5.9x | 3.3x |
| Wed, 13 Sep 2023 | R62.2b | R18.3b | R10.8b | 4.6x | 5.8x | 3.4x |
| Fri, 11 Aug 2023 | R63.2b | R18.3b | R10.8b | 4.5x | 5.9x | 3.5x |
| Sun, 09 Jul 2023 | R57.9b | R18.2b | R11.5b | 4.1x | 5x | 3.2x |
| Tue, 06 Jun 2023 | R58.3b | R16.6b | R10.0b | 4.9x | 5.9x | 3.5x |
| Thu, 04 May 2023 | R61.4b | R16.5b | R10.1b | 5x | 6.1x | 3.7x |
| Sat, 01 Apr 2023 | R36.7b | R12.1b | R6.3b | 5.1x | 5.8x | 3x |
Price to Earnings Ratio
5.8x
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 6.8x.
- The industry is trading close to its 3-year average PS ratio of 3.4x.
Past Earnings Growth
- The earnings for companies in the Retail REITs industry have grown 18% per year over the last three years.
- Revenues for these companies have grown 21% 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 Market | 2.28% | |
| Real Estate | 0.40% | |
| Retail REITs | 1.41% | |
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 | R17.35 | 1.9% +R393.6m | 21.0% | PB0.8x | |
| RES Resilient REIT | R57.68 | 2.1% +R390.8m | 29.5% | PB0.9x | |
| DIB Dipula Income Fund | R5.40 | 6.1% +R282.2m | 35.0% | PB0.8x | |
| EXP Exemplar REITail | R12.12 | 1.0% +R39.9m | 5.4% | PB0.8x |