U.K. (FTSE) Industrial REITs Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies5
- 7D-1.1%
- 3M-9.3%
- 1Y-13.0%
- YTD-11.9%
Over the last 7 days, the Industrial REITs industry has dropped 1.1%, driven by a pullback from SEGRO of 0.5%. The industry has fallen 13% in the last year. Earnings are forecast to grow by 103% annually.
Industry Valuation and Performance
Has the U.K. Industrial REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | UK£13.5b | UK£1.1b | -UK£5,012,220,000.00 | n/a | -2.7x | 11.8x |
| Wed, 27 Sep 2023 | UK£14.5b | UK£1.1b | -UK£5,012,220,000.00 | n/a | -2.9x | 12.6x |
| Fri, 25 Aug 2023 | UK£14.3b | UK£1.1b | -UK£5,012,220,000.00 | n/a | -2.9x | 12.5x |
| Sun, 23 Jul 2023 | UK£14.9b | UK£1.1b | -UK£3,298,220,000.00 | n/a | -4.5x | 13.2x |
| Tue, 20 Jun 2023 | UK£14.2b | UK£1.1b | -UK£3,091,648,000.00 | 4.7x | -4.6x | 12.7x |
| Thu, 18 May 2023 | UK£15.6b | UK£1.1b | -UK£2,107,082,000.00 | 7.7x | -7.4x | 13.7x |
| Sat, 15 Apr 2023 | UK£15.1b | UK£1.1b | -UK£2,107,082,000.00 | 7.6x | -7.2x | 13.3x |
| Mon, 13 Mar 2023 | UK£14.7b | UK£1.1b | -UK£2,107,082,000.00 | 7.3x | -7x | 12.9x |
| Wed, 08 Feb 2023 | UK£16.3b | UK£1.1b | UK£5.5b | 5.4x | 2.9x | 15x |
| Fri, 06 Jan 2023 | UK£15.0b | UK£1.1b | UK£5.5b | 5.2x | 2.7x | 13.8x |
| Sun, 04 Dec 2022 | UK£15.6b | UK£1.1b | UK£5.5b | 5.4x | 2.8x | 14.4x |
| Tue, 01 Nov 2022 | UK£15.1b | UK£1.1b | UK£6.2b | 2.5x | 2.4x | 14x |
| Thu, 29 Sep 2022 | UK£14.2b | UK£1.1b | UK£6.2b | 2.4x | 2.3x | 13.1x |
| Sat, 27 Aug 2022 | UK£18.6b | UK£1.1b | UK£6.2b | 3x | 3x | 17.2x |
| Mon, 25 Jul 2022 | UK£20.6b | UK£981.6m | UK£6.1b | 3.3x | 3.4x | 21x |
| Wed, 22 Jun 2022 | UK£19.1b | UK£974.8m | UK£6.0b | 3.3x | 3.2x | 19.6x |
| Fri, 20 May 2022 | UK£20.7b | UK£952.9m | UK£5.7b | 4x | 3.6x | 21.8x |
| Sun, 17 Apr 2022 | UK£25.3b | UK£952.9m | UK£5.7b | 4.7x | 4.4x | 26.5x |
| Tue, 15 Mar 2022 | UK£24.1b | UK£952.9m | UK£5.7b | 4.5x | 4.2x | 25.3x |
| Thu, 10 Feb 2022 | UK£24.1b | UK£871.6m | UK£3.9b | 6.1x | 6.1x | 27.7x |
| Sat, 08 Jan 2022 | UK£24.8b | UK£871.6m | UK£3.9b | 6.2x | 6.3x | 28.4x |
| Mon, 06 Dec 2021 | UK£25.2b | UK£871.6m | UK£3.9b | 6.2x | 6.4x | 28.9x |
| Wed, 03 Nov 2021 | UK£23.4b | UK£843.6m | UK£3.7b | 6.2x | 6.4x | 27.8x |
| Fri, 01 Oct 2021 | UK£21.7b | UK£843.6m | UK£3.7b | 5.7x | 5.9x | 25.7x |
| Sun, 29 Aug 2021 | UK£23.4b | UK£864.6m | UK£3.7b | 7.6x | 6.3x | 27.1x |
| Mon, 05 Jul 2021 | UK£19.9b | UK£864.6m | UK£3.7b | 6.6x | 5.4x | 23.1x |
| Thu, 08 Apr 2021 | UK£17.4b | UK£836.2m | UK£3.0b | 6.6x | 5.8x | 20.8x |
| Sun, 10 Jan 2021 | UK£17.3b | UK£795.3m | UK£2.2b | 8.1x | 7.9x | 21.8x |
Price to Earnings Ratio
10.6x
Current Industry PE
- Investors are pessimistic on the British Industrial REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 20.9x is higher than the industry's current PS ratio of 11.8x.
Past Earnings Growth
- Total earnings for the Industrial REITs industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 15% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does U.K. Industrial REITs compare with similar industries?
| GB Market | -1.27% | |
| Real Estate | -1.18% | |
| REITS | -1.03% | |
| Industrial REITs | -1.11% | |
| Specialized REITs | 0% | |
| Hotel and Resort REITs | 0% | |
| Healthcare REITs | -1.08% | |
| Diversified REITs | -1.25% | |
| Retail REITs | -1.39% | |
| Residential REITs | -1.66% | |
| Office REITs | -2.22% | |
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 | |
|---|---|---|---|---|---|
| LMP LondonMetric Property | UK£1.62 | 0.6% +UK£9.7m | -13.3% | PB0.9x | |
| SHED Urban Logistics REIT | UK£1.02 | 0.4% +UK£1.9m | -22.4% | PB0.6x |