An Intrinsic Calculation For The Property Franchise Group PLC (LON:TPFG) Suggests It's 33% Undervalued
Oct 11
U.K. (FTSE) Real Estate Operating Companies Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies19
- 7D-0.6%
- 3M-10.6%
- 1Y-6.1%
- YTD-16.7%
Over the last 7 days, the Real Estate Operating Companies industry has remained flat. As for the longer term, the industry has declined 6.1% in the last year. Looking forward, earnings are forecast to grow by 51% annually.
Industry Valuation and Performance
Has the U.K. Real Estate Operating Companies Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | UK£5.0b | UK£3.9b | UK£14.3m | 13.4x | 352.5x | 1.3x |
| Wed, 27 Sep 2023 | UK£5.5b | UK£3.9b | UK£116.4m | 13.4x | 47x | 1.4x |
| Fri, 25 Aug 2023 | UK£5.7b | UK£3.9b | UK£122.7m | 12.6x | 46.2x | 1.4x |
| Sun, 23 Jul 2023 | UK£5.6b | UK£3.7b | UK£147.0m | 12.7x | 38.4x | 1.5x |
| Tue, 20 Jun 2023 | UK£6.0b | UK£3.8b | UK£81.9m | 13.7x | 72.8x | 1.6x |
| Thu, 18 May 2023 | UK£6.0b | UK£3.8b | UK£340.8m | 9.5x | 17.6x | 1.6x |
| Sat, 15 Apr 2023 | UK£6.2b | UK£3.8b | UK£476.2m | 7.1x | 13.1x | 1.7x |
| Mon, 13 Mar 2023 | UK£6.3b | UK£3.8b | UK£520.9m | 7.3x | 12.2x | 1.7x |
| Wed, 08 Feb 2023 | UK£6.8b | UK£3.5b | UK£468.8m | 8x | 14.4x | 1.9x |
| Fri, 06 Jan 2023 | UK£6.4b | UK£3.5b | UK£467.2m | 7.8x | 13.7x | 1.8x |
| Sun, 04 Dec 2022 | UK£7.0b | UK£3.6b | UK£590.4m | 7.7x | 11.8x | 1.9x |
| Tue, 01 Nov 2022 | UK£6.3b | UK£3.6b | UK£565.9m | 7.2x | 11.1x | 1.8x |
| Thu, 29 Sep 2022 | UK£6.2b | UK£3.6b | UK£519.2m | 6.2x | 11.9x | 1.7x |
| Sat, 27 Aug 2022 | UK£7.5b | UK£3.6b | UK£501.1m | 7.9x | 14.9x | 2.1x |
| Mon, 25 Jul 2022 | UK£8.3b | UK£3.3b | UK£400.9m | 9.2x | 20.7x | 2.5x |
| Wed, 22 Jun 2022 | UK£8.2b | UK£3.3b | UK£398.8m | 8.6x | 20.7x | 2.5x |
| Fri, 20 May 2022 | UK£9.1b | UK£3.3b | UK£351.1m | 10.5x | 26x | 2.8x |
| Sun, 17 Apr 2022 | UK£9.6b | UK£3.2b | UK£292.5m | 10.9x | 32.7x | 3x |
| Tue, 15 Mar 2022 | UK£9.5b | UK£3.2b | UK£238.7m | 12.6x | 39.7x | 3x |
| Thu, 10 Feb 2022 | UK£9.9b | UK£3.2b | -UK£79,351,441.00 | 12.6x | -124.4x | 3.1x |
| Sat, 08 Jan 2022 | UK£10.3b | UK£3.2b | -UK£88,181,100.00 | 12.8x | -116.5x | 3.2x |
| Mon, 06 Dec 2021 | UK£9.9b | UK£3.2b | -UK£84,999,098.00 | 12.8x | -116.7x | 3.1x |
| Wed, 03 Nov 2021 | UK£10.1b | UK£3.1b | -UK£194,078,101.00 | 12.9x | -52.1x | 3.2x |
| Fri, 01 Oct 2021 | UK£9.7b | UK£3.1b | -UK£229,801,831.00 | 14.1x | -42.4x | 3.1x |
| Sun, 29 Aug 2021 | UK£6.4b | UK£875.3m | UK£325.1m | 16.6x | 19.6x | 7.3x |
| Mon, 05 Jul 2021 | UK£6.0b | UK£875.3m | UK£325.1m | 16.8x | 18.4x | 6.8x |
| Thu, 08 Apr 2021 | UK£5.4b | UK£876.6m | UK£294.8m | 13.4x | 18.4x | 6.2x |
| Sun, 10 Jan 2021 | UK£5.5b | UK£875.1m | UK£235.8m | 11.8x | 23.1x | 6.2x |
Price to Earnings Ratio
25.8x
Current Industry PE
- Investors are optimistic on the British Real Estate Operating Companies industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 352x which is higher than its 3-year average PE of 14.5x.
- The 3-year average PS ratio of 3.5x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate Operating Companies industry have declined 58% per year over the last three years.
- Meanwhile revenues for these companies have grown 64% 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. Real Estate Operating Companies compare with similar industries?
| GB Market | -1.27% | |
| Real Estate | -1.18% | |
| Real Estate | -0.65% | |
| Real Estate Operating Companies | -0.60% | |
| Diversified Real Estate | 0.11% | |
| Real Estate Development | 0.09% | |
| Real Estate Services | -1.28% | |
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 | |
|---|---|---|---|---|---|
| LOK Lok'nStore Group | UK£6.80 | 2.9% +UK£6.1m | -29.2% | PE31.7x |
