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U.S. Retail REITs Industry Analysis

UpdatedJun 18, 2024
DataAggregated Company Financials
Companies28
  • 7D-0.5%
  • 3M-0.9%
  • 1Y3.5%
  • YTDn/a

Over the last 7 days, the Retail REITs industry has remained flat. The past year has been better, since the industry has gained 3.5% in that time. Looking forward, earnings are forecast to grow by 4.3% annually.

Industry Valuation and Performance

Has the U.S. Retail REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Jun 2024US$189.4bUS$24.2bUS$5.6b33.6x33.6x7.8x
Fri, 17 May 2024US$192.8bUS$24.2bUS$5.7b36.6x33.6x8x
Sun, 14 Apr 2024US$185.3bUS$23.6bUS$5.9b30x31.3x7.9x
Tue, 12 Mar 2024US$189.6bUS$23.0bUS$5.9b32.1x32.2x8.2x
Thu, 08 Feb 2024US$179.7bUS$22.5bUS$5.3b31.1x33.6x8x
Sat, 06 Jan 2024US$193.0bUS$24.1bUS$5.3b31.3x36.3x8x
Mon, 04 Dec 2023US$181.4bUS$24.2bUS$5.3b29.4x34.1x7.5x
Wed, 01 Nov 2023US$159.5bUS$24.0bUS$5.7b26.8x28.1x6.6x
Fri, 29 Sep 2023US$160.2bUS$23.8bUS$5.5b26.2x29x6.7x
Sun, 27 Aug 2023US$169.3bUS$23.8bUS$5.5b26.4x30.7x7.1x
Tue, 25 Jul 2023US$184.9bUS$23.3bUS$5.4b26.4x34.3x7.9x
Thu, 22 Jun 2023US$169.3bUS$23.3bUS$5.4b24.3x31.4x7.3x
Sat, 20 May 2023US$164.0bUS$23.3bUS$5.4b23.6x30.4x7x
Mon, 17 Apr 2023US$166.1bUS$23.0bUS$5.4b22.8x31x7.2x
Wed, 15 Mar 2023US$171.1bUS$23.0bUS$5.4b22.8x31.9x7.5x
Fri, 10 Feb 2023US$181.7bUS$22.4bUS$4.3b25.2x42.4x8.1x
Sun, 08 Jan 2023US$176.5bUS$22.5bUS$4.3b24.7x40.9x7.9x
Tue, 06 Dec 2022US$176.7bUS$22.5bUS$4.3b25.9x40.9x7.9x
Thu, 03 Nov 2022US$167.2bUS$21.9bUS$4.3b26.7x39.2x7.6x
Sat, 01 Oct 2022US$148.5bUS$21.8bUS$4.8b23.7x30.6x6.8x
Mon, 29 Aug 2022US$175.4bUS$21.8bUS$4.9b27.1x36x8.1x
Wed, 27 Jul 2022US$173.4bUS$20.9bUS$5.2b28.4x33.6x8.3x
Fri, 24 Jun 2022US$163.0bUS$20.9bUS$5.2b27x31.6x7.8x
Sun, 22 May 2022US$174.1bUS$21.0bUS$5.1b28x34.2x8.3x
Tue, 19 Apr 2022US$195.0bUS$20.1bUS$4.7b35.1x41.9x9.7x
Thu, 17 Mar 2022US$186.9bUS$20.6bUS$4.8b34.2x39.1x9.1x
Sat, 12 Feb 2022US$189.5bUS$19.9bUS$4.8b35.9x39.8x9.5x
Mon, 10 Jan 2022US$206.2bUS$19.7bUS$4.4b45x47x10.5x
Wed, 08 Dec 2021US$197.0bUS$19.6bUS$4.4b43.8x45x10x
Fri, 05 Nov 2021US$208.1bUS$20.3bUS$3.2b44x64.3x10.2x
Sun, 03 Oct 2021US$171.9bUS$19.2bUS$2.5b51.2x69x8.9x
Tue, 31 Aug 2021US$166.6bUS$19.2bUS$2.5b51.1x66.8x8.7x
Wed, 07 Jul 2021US$158.8bUS$19.7bUS$2.6b48.3x61.9x8.1x
Price to Earnings Ratio

61.9x


Total Market Cap: US$158.8bTotal Earnings: US$2.6bTotal Revenue: US$19.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail REITs Industry Price to Earnings3Y Average 39.2x202220232024
Current Industry PE
  • Investors are pessimistic on the American Retail REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 33.6x which is lower than its 3-year average PE of 39.2x.
  • The industry is trading close to its 3-year average PS ratio of 8.1x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 30% per year over the last three years.
  • Revenues for these companies have grown 7.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Retail REITs compare with similar industries?

US Market1.61%
Real Estate0.17%
REITS-0.22%
Retail REITs-0.54%
Office REITs2.64%
Residential REITs1.48%
Healthcare REITs0.54%
Industrial REITs0.39%
Hotel and Resort REITs-0.06%
Specialized REITs-0.13%
Diversified REITs-0.22%
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?

CompanyLast Price7D1YValuation
O Realty IncomeUS$53.101.6%
+US$748.9m
-12.0%PB1.2x
KIM Kimco RealtyUS$18.802.7%
+US$337.1m
-2.2%PB1.2x
ADC Agree RealtyUS$61.632.4%
+US$145.6m
-5.9%PB1.2x
REG Regency CentersUS$61.160.9%
+US$103.2m
0.8%PB1.7x
UE Urban Edge PropertiesUS$18.044.9%
+US$99.8m
19.1%PB1.9x
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Latest News

KIM

US$18.80

Kimco Realty

7D

2.7%

1Y

-2.2%

ADC

US$61.63

Agree Realty

7D

2.4%

1Y

-5.9%

ROIC

US$12.28

Retail Opportunity Investments

7D

-0.8%

1Y

-8.5%

BRX

US$22.30

Brixmor Property Group

7D

1.2%

1Y

3.9%

UE

US$18.04

Urban Edge Properties

7D

4.9%

1Y

19.1%

CBL

US$22.15

CBL & Associates Properties

7D

-1.5%

1Y

-3.4%

REG

US$61.16

Regency Centers

7D

0.9%

1Y

0.8%

WHLR

US$2.62

Wheeler Real Estate Investment Trust

7D

-2.2%

1Y

-98.4%

KRG

US$21.81

Kite Realty Group Trust

7D

-0.8%

1Y

3.5%

SRC

US$42.31

Spirit Realty Capital

7D

-4.9%

1Y

1.7%

RPT

US$12.83

RPT Realty

7D

-2.4%

1Y

25.9%