U.K. (FTSE) Real Estate Sector Analysis
UpdatedJun 03, 2024
DataAggregated Company Financials
Companies73
- 7D0.7%
- 3M6.9%
- 1Y3.4%
- YTD-0.8%
Last week, the Real Estate industry hasn't moved much but British Land is up 6.9% in that time. The past year has been better, since the industry has gained 3.4% in that time. Earnings are forecast to grow by 42% annually.
Sector Valuation and Performance
Has the U.K. Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 03 Jun 2024 | UK£66.9b | UK£13.4b | -UK£1,443,153,562.11 | 15.5x | -46.3x | 5x |
| Wed, 01 May 2024 | UK£62.3b | UK£13.5b | -UK£3,092,165,805.42 | 16.1x | -20.2x | 4.6x |
| Fri, 29 Mar 2024 | UK£64.2b | UK£13.6b | -UK£3,690,767,057.40 | 15x | -17.4x | 4.7x |
| Sun, 25 Feb 2024 | UK£61.7b | UK£13.6b | -UK£5,820,959,622.36 | 15.7x | -10.6x | 4.6x |
| Tue, 23 Jan 2024 | UK£67.3b | UK£14.9b | -UK£8,526,877,857.00 | 14.3x | -7.9x | 4.5x |
| Thu, 21 Dec 2023 | UK£71.4b | UK£14.9b | -UK£8,437,511,404.00 | 14.1x | -8.5x | 4.8x |
| Sat, 18 Nov 2023 | UK£66.6b | UK£14.8b | -UK£8,335,768,219.00 | 13.4x | -8x | 4.5x |
| Mon, 16 Oct 2023 | UK£60.5b | UK£14.7b | -UK£8,162,478,872.00 | 12.8x | -7.4x | 4.1x |
| Wed, 13 Sep 2023 | UK£62.2b | UK£14.9b | -UK£6,919,419,440.00 | 11.9x | -9x | 4.2x |
| Fri, 11 Aug 2023 | UK£67.5b | UK£15.0b | -UK£7,163,915,250.00 | 11.4x | -9.4x | 4.5x |
| Sun, 09 Jul 2023 | UK£62.6b | UK£15.0b | -UK£4,760,879,114.00 | 10.8x | -13.1x | 4.2x |
| Tue, 06 Jun 2023 | UK£69.5b | UK£14.9b | -UK£3,522,207,661.00 | 10.1x | -19.7x | 4.7x |
| Thu, 04 May 2023 | UK£70.7b | UK£14.9b | UK£1.3b | 8.3x | 53.7x | 4.7x |
| Sat, 01 Apr 2023 | UK£68.2b | UK£14.8b | UK£1.9b | 7.5x | 35.3x | 4.6x |
| Mon, 27 Feb 2023 | UK£68.0b | UK£14.4b | UK£5.9b | 7.4x | 11.6x | 4.7x |
| Wed, 25 Jan 2023 | UK£68.3b | UK£14.5b | UK£12.0b | 7.3x | 5.7x | 4.7x |
| Fri, 23 Dec 2022 | UK£64.0b | UK£14.4b | UK£12.0b | 6.9x | 5.3x | 4.4x |
| Sun, 20 Nov 2022 | UK£68.1b | UK£14.3b | UK£13.5b | 7x | 5.1x | 4.7x |
| Tue, 18 Oct 2022 | UK£59.7b | UK£14.3b | UK£14.4b | 5.7x | 4.1x | 4.2x |
| Thu, 15 Sep 2022 | UK£72.0b | UK£14.4b | UK£14.1b | 7.3x | 5.1x | 5x |
| Sat, 13 Aug 2022 | UK£83.0b | UK£14.4b | UK£14.1b | 7.8x | 5.9x | 5.8x |
| Mon, 11 Jul 2022 | UK£79.3b | UK£12.4b | UK£12.9b | 8.5x | 6.2x | 6.4x |
| Wed, 08 Jun 2022 | UK£85.7b | UK£13.7b | UK£12.3b | 9.9x | 7x | 6.2x |
| Fri, 06 May 2022 | UK£85.2b | UK£13.5b | UK£8.8b | 10.3x | 9.7x | 6.3x |
| Sun, 03 Apr 2022 | UK£91.4b | UK£13.1b | UK£8.5b | 11x | 10.7x | 7x |
| Tue, 01 Mar 2022 | UK£89.9b | UK£12.7b | UK£6.8b | 12.7x | 13.2x | 7.1x |
| Thu, 27 Jan 2022 | UK£92.4b | UK£12.8b | UK£4.5b | 13x | 20.6x | 7.2x |
| Sat, 25 Dec 2021 | UK£93.9b | UK£12.7b | UK£4.3b | 13x | 21.7x | 7.4x |
| Mon, 22 Nov 2021 | UK£92.8b | UK£12.7b | UK£3.2b | 13.3x | 29x | 7.3x |
| Wed, 20 Oct 2021 | UK£89.4b | UK£12.7b | UK£81.7m | 13.3x | 1094.5x | 7x |
| Fri, 17 Sep 2021 | UK£89.3b | UK£12.6b | -UK£371,028,907.00 | 16.3x | -240.7x | 7.1x |
| Sun, 15 Aug 2021 | UK£88.0b | UK£10.3b | UK£97.0m | 17.1x | 907x | 8.5x |
| Thu, 10 Jun 2021 | UK£80.1b | UK£10.2b | -UK£1,575,574,561.05 | 16x | -50.9x | 7.9x |
Price to Earnings Ratio
-50.9x
Current Industry PE
- Investors are pessimistic on the British Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 5.7x is higher than the industry's current PS ratio of 5.0x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have improved over the last three years.
- Revenues for these companies have grown 9.8% per year.
- This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.
Industry Trends
Which industries have driven the changes within the U.K. Real Estate sector?
| GB Market | -0.56% | |
| Real Estate | 0.65% | |
| REITS | 2.29% | |
| Retail REITs | 1.98% | |
| Industrial REITs | 1.48% | |
| Specialized REITs | 1.01% | |
| Health Care REITs | 0.88% | |
| Residential REITs | 0.31% | |
| Hotel and Resort REITs | 0% | |
| Real Estate | -1.87% | |
| Office REITs | -2.68% | |
Industry PE
- Investors are most optimistic about the Health Care REITs industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 28.7%, which is lower than the prior year's growth of 68.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 80% over the next 5 years.
- In contrast, the Specialized REITs industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BLND British Land | UK£4.38 | 6.9% +UK£263.4m | 24.2% | PB0.8x | |
| SGRO SEGRO | UK£9.11 | 1.6% +UK£189.1m | 10.7% | PB1.1x | |
| SHC Shaftesbury Capital | UK£1.46 | 2.7% +UK£71.0m | 18.5% | PB0.8x | |
| BBOX Tritax Big Box REIT | UK£1.58 | 1.7% +UK£64.5m | 9.3% | PB1.2x | |
| LMP LondonMetric Property | UK£2.04 | 1.4% +UK£57.1m | 8.4% | PB1.9x |