Urban Logistics REIT Future Growth

Future criteria checks 3/6

Urban Logistics REIT is forecast to grow earnings and revenue by 54.6% and 5.2% per annum respectively.

Key information

54.6%

Earnings growth rate

n/a

EPS growth rate

Industrial REITs earnings growth	0%
Revenue growth rate	5.2%
Future return on equity	n/a
Analyst coverage	Low
Last updated	26 Nov 2024

Recent future growth updates

No updates

Recent updates

Earnings and Revenue Growth Forecasts

DB:CW0 - Analysts future estimates and past financials data (GBP Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
3/31/2027	69	84	22	62	3
3/31/2026	67	69	20	58	4
3/31/2025	63	31	17	52	4
9/30/2024	61	18	46	46	N/A
6/30/2024	60	21	46	46	N/A
3/31/2024	60	25	47	47	N/A
12/31/2023	59	-22	42	42	N/A
9/30/2023	59	-68	37	37	N/A
6/30/2023	57	-75	40	40	N/A
3/31/2023	55	-83	43	43	N/A
12/31/2022	51	21	40	40	N/A
9/30/2022	48	124	38	38	N/A
6/30/2022	43	148	48	48	N/A
3/31/2022	38	172	58	58	N/A
12/31/2021	34	130	42	42	N/A
9/30/2021	31	88	26	26	N/A
6/30/2021	28	68	9	9	N/A
3/31/2021	24	48	-8	-8	N/A
12/31/2020	20	29	6	6	N/A
9/30/2020	17	10	20	20	N/A
6/30/2020	15	10	15	15	N/A
3/31/2020	13	9	10	10	N/A
12/31/2019	12	14	9	9	N/A
9/30/2019	12	19	8	8	N/A
6/30/2019	11	19	8	8	N/A
3/31/2019	11	19	9	9	N/A
12/31/2018	10	17	8	8	N/A
9/30/2018	9	16	8	8	N/A
6/30/2018	7	13	N/A	7	N/A
3/31/2018	6	10	N/A	5	N/A
3/31/2017	2	4	N/A	1	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CW0's forecast earnings growth (54.6% per year) is above the savings rate (1%).

Earnings vs Market: CW0's earnings (54.6% per year) are forecast to grow faster than the German market (20.6% per year).

High Growth Earnings: CW0's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: CW0's revenue (5.2% per year) is forecast to grow slower than the German market (5.7% per year).

High Growth Revenue: CW0's revenue (5.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if CW0's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 05:17
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Urban Logistics REIT plc is covered by 10 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Kai Klose	Berenberg
Tom Horne	Berenberg
Miranda Cockburn	Berenberg

Urban Logistics REIT Future Growth

Future criteria checks 3/6

Key information

Recent future growth updates

Recent updates

Urban Logistics REIT plc (LSE:SHED) commences an Equity Buyback Plan for 70,749,114 shares, representing 14.99% of its issued share capital, under the authorization approved on July 24, 2024.

Board Member recently bought €120k worth of stock

First half dividend of UK£0.033 announced

Urban Logistics REIT plc Declares First Interim Dividend for the Half Year Ended September 30, 2024, Payable on 13 December 2024 and Provides Dividend Guidance for the Second Half of 2025

Urban Logistics REIT plc to Report First Half, 2025 Results on Nov 07, 2024

Urban Logistics REIT plc (LSE:SHED) acquired A 130,676 sq. ft. Unit in Doncaster for £11.7 million.

Now 20% undervalued

Now 21% undervalued

Now 22% undervalued

Urban Logistics REIT plc, Annual General Meeting, Jul 24, 2024

Final dividend of UK£0.043 announced

Full year 2024 earnings released: EPS: UK£0.052 (vs UK£0.17 loss in FY 2023)

Urban Logistics REIT plc Announces Second Interim Dividend, payable on 19 July 2024

Urban Logistics Reit plc Appoints Cherine Aboulzelof as Independent Non-Executive Director and a Member of the Audit Committee, Management Engagement Committee and Nomination Committee Effective from 1 July 2024

Urban Logistics REIT plc to Report Fiscal Year 2024 Results on Jun 20, 2024

Urban Logistics REIT plc (LSE:SHED) made an offer to acquire abrdn Property Income Trust Limited (LSE:API) for approximately £230 million.

Upcoming dividend of UK£0.033 per share at 6.5% yield

First half 2024 earnings released: EPS: UK£0.036 (vs UK£0.005 in 1H 2023)

Urban Logistics REIT plc Declares an Interim Dividend for the Six Months to 30 September 2023, Payable on 15 December 2023

Urban Logistics REIT plc to Report First Half, 2024 Results on Nov 09, 2023

Now 21% undervalued after recent price drop

New major risk - Financial position

CEO & Non-Independent Director recently bought €175k worth of stock

New minor risk - Financial data availability

Urban Logistics REIT plc (LSE:SHED) acquired a Columbia Threadneedle Street Portfolio for £39.5 million.

Upcoming dividend of UK£0.033 per share

First half 2023 earnings released: EPS: UK£0.005 (vs UK£0.18 in 1H 2022)

Urban Logistics REIT plc Declares A First Interim Dividend for the Six Months to 30 September 2022, Payable on 16 December 2022

Urban Logistics REIT plc (LSE:SHED) acquired 39,899 sq. ft. industrial warehouse on the Westfield Industrial Estate in Cumbernauld, Glasgow for £3.3 million.

Urban Logistics REIT plc to Report First Half, 2023 Results on Nov 11, 2022

Investor sentiment deteriorated over the past week

Urban Logistics REIT plc (LSE:SHED) acquired Five warehouses in United kingdom for £90 million.

Urban Logistics REIT plc Announces Dividend for the Financial Year 2022

Urban Logistics REIT plc (LSE:SHED) acquired Logistics Asset in East Midlands for £40.7 million.

Urban Logistics REIT plc (LSE:SHED) acquired A 94,841 sq. ft. last mile automotive logistics, servicing and sales centre in Battersea, London from Lookers plc (LSE:LOOK) for £28 million.