AEW UK Long Lease REIT plc (the 'Company') is a closed ended Real Estate Investment Trust ('REIT') incorporated on 18 April 2017 and domiciled in the UK and is registered in England and Wales.
Undervalued second-rate dividend payer.
Share Price & News
How has AEW UK Long Lease REIT's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: AEWL has not had significant price volatility in the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: AEWL underperformed the UK REITs industry which returned 9.4% over the past year.
Return vs Market: AEWL underperformed the UK Market which returned 1.4% over the past year.
Price Volatility Vs. Market
How volatile is AEW UK Long Lease REIT's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 days ago | Simply Wall StSome AEW UK Long Lease REIT (LON:AEWL) Shareholders Are Down 19%
3 months ago | Simply Wall StRead This Before Considering AEW UK Long Lease REIT plc (LON:AEWL) For Its Upcoming 1.8% Dividend
4 months ago | Simply Wall StShould AEW UK Long Lease REIT plc (LON:AEWL) Be Part Of Your Dividend Portfolio?
Is AEW UK Long Lease REIT undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: AEWL (£0.74) is trading below our estimate of fair value (£1.45)
Significantly Below Fair Value: AEWL is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: AEWL is good value based on its PE Ratio (14.1x) compared to the REITs industry average (15.2x).
PE vs Market: AEWL is good value based on its PE Ratio (14.1x) compared to the UK market (17.7x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate AEWL's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: AEWL is good value based on its PB Ratio (0.8x) compared to the GB REITs industry average (1x).
How is AEW UK Long Lease REIT forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Real Estate industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as AEW UK Long Lease REIT has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
- Examine whether AEW UK Long Lease REIT is trading at an attractive price based on how much it is expected to earn in the future, and relative to its industry peers and the wider market.
- AEW UK Long Lease REIT competitive advantages and company strategy can generally be found in its financial reports archived here.
- Explore growth companies in the Real Estate industry.
How has AEW UK Long Lease REIT performed over the past 5 years?
Last years revenue growth
Earnings and Revenue History
Quality Earnings: AEWL has high quality earnings.
Growing Profit Margin: AEWL became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: Unable to establish if AEWL's year-on-year earnings growth rate was positive over the past 5 years as it has been trading publicly for less than 3 years.
Accelerating Growth: Unable to compare AEWL's past year earnings growth to its 5-year average as it has been trading publicly for less than 3 years.
Earnings vs Industry: AEWL has become profitable in the last year, making it difficult to compare its past year earnings growth to the REITs industry (-20.8%).
Return on Equity
High ROE: AEWL's Return on Equity (5.5%) is considered low.
How is AEW UK Long Lease REIT's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Inventory Level: AEWL has a high level of physical assets or inventory.
Debt Coverage by Assets: AEWL's debt is not covered by short term assets (assets are 0.2x debt).
Financial Institutions Analysis
Asset Level: AEWL's level of assets compared to its equity is low.
Allowance for Bad Loans: Insufficient data to determine if AEWL has a sufficient allowance for bad loans.
Low Risk Liabilities: AEWL reports no customer deposits, loans are made up entirely of externally borrowed funds.
Loan Level: Insufficient data to determine if AEWL has an acceptable proportion of non-loan assets held.
Low Risk Deposits: AEWL has advanced significantly more loans than the customer deposits it holds.
Level of Bad Loans: Insufficient data to determine if AEWL has an appropriate level of bad loans.
What is AEW UK Long Lease REIT's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: AEWL's dividend (7.43%) is higher than the bottom 25% of dividend payers in the UK market (1.9%).
High Dividend: AEWL's dividend (7.43%) is in the top 25% of dividend payers in the UK market (5.34%)
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, AEWL has been paying a dividend for less than 10 years.
Growing Dividend: AEWL's dividend payments have increased, but the company has only paid a dividend for 2 years.
Current Payout to Shareholders
Dividend Coverage: At its current payout ratio (80.1%), AEWL's payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
How experienced are the management team and are they aligned to shareholders interests?
Robert Wilkinson 0
Mr. Robert Wilkinson serves as a European Chief Executive Officer of AEW Europe at AEW UK Long Lease REIT Plc. Mr. Wilkinson has 26 years of experience in real estate and corporate finance. Since joining t ...
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 12.6%.
AEW UK Long Lease REIT plc's company bio, employee growth, exchange listings and data sources
- Name: AEW UK Long Lease REIT plc
- Ticker: AEWL
- Exchange: LSE
- Founded: 2017
- Industry: Diversified REITs
- Sector: Real Estate
- Market Cap: UK£59.570m
- Shares outstanding: 80.50m
- Website: https://www.aewukllreit.com
- AEW UK Long Lease REIT plc
- 65 Gresham Street
- 6th Floor
- Greater London
- EC2V 7NQ
- United Kingdom
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|AEWL||LSE (London Stock Exchange)||Yes||Ordinary Shares||GB||GBP||Jun 2017|
AEW UK Long Lease REIT plc (the 'Company') is a closed ended Real Estate Investment Trust ('REIT') incorporated on 18 April 2017 and domiciled in the UK and is registered in England and Wales. The registered office of the Company is located at 6th Floor, Gresham Street, London, EC2V 7NQ.The Company's Ordinary Shares were listed on the Official List of the UK Listing Authority and admitted to trading on the Main Market of the London Stock Exchange on 6 June 2017. The Company is the ultimate parent company of the AEW UK Long Lease REIT Group. Its primary activity is to hold shares in subsidiary companies and invest in direct property investments.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/02/25 23:15|
|End of Day Share Price||2020/02/25 00:00|
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.