The REIT - Retail industry today
How the REIT - Retail industry stands against its own history and against the 500 largest US companies. We do not say where it goes next.
Close of Friday 6 November 2026 · updated every trading day
22 US companies of $300 million or more · $239B in total
ValuationWe compare today's value with every month since 2006. The usual range holds the middle 40% of those months. The marks show the value 1 month, 1 year and 5 years ago.
Prices against profits, sales and dividends
Price to earnings (P/E)What this measures: the total market value of the companies divided by their total profit of the last 12 months. Companies that lose money count too.
How high are prices against profits?
Far lower than usual
Low · lower than in 9 of 10 months since 2006
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Last 10 yearsEach point is one month. The dot is today.
Price to sales (P/S)What this measures: the total market value of the companies divided by their total sales of the last 12 months.
How high are prices against sales?
In the usual range
Normal · higher than in 6 of 10 months since 2006
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Last 10 yearsEach point is one month. The dot is today.
Dividend yieldWhat this measures: the dividends of the last 12 months divided by the total market value, in percent. A low yield goes with high prices.
How much do the companies pay in dividends for their price?
In the usual range
Normal · lower than in 6 of 10 months since 2006
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Last 10 yearsEach point is one month. The dot is today.
Returns
How did the industry do against the 500 largest US companies?
| Period | This industry | 500 largest | Difference |
|---|---|---|---|
| 1 month | +5.9% | −1.4% | 7.3 pts more |
| 1 year | +16.6% | +9.9% | 6.7 pts more |
| 5 years | +38.0% | +65.7% | 27.7 pts less |
Total returns with dividends, weighted by market value, to the close of October 2026. Past results do not show future results.
Largest companies
The three largest companies
- 01Simon Property Group, Inc.SPG30.9% of the industry
- 02Realty Income CorporationO23.4% of the industry
- 03Kimco Realty CorporationKIM7.1% of the industry
Show all 10
- 04Regency Centers CorporationREG5.7% of the industry
- 05Federal Realty Investment TrustFRT4.1% of the industry
- 06Brixmor Property Group Inc.BRX3.9% of the industry
- 07Agree Realty CorporationADC3.6% of the industry
- 08NNN REIT, Inc.NNN3.3% of the industry
- 09The Macerich CompanyMAC3.1% of the industry
- 10Phillips Edison & Co.PECO2.2% of the industry
Map
Its companies among the 500 largest
The map shows the industry's companies among the 500 largest US companies: 3 of its 22 companies.
The typical companyThe median of the industry's US companies. We show a figure only when 5 or more companies have it.
The typical company in this industry
- Operating margin22 companies3428.0%
- Sales growth over 1 year22 companies194.0%
- Return on invested capital17 companies461.0%