Values as of: 2024-09-17
FUND | REIT - Diversified |
Last Closing
USD 31.52Change
-0.20 (-0.63)%Market Cap
USD 4.30BVolume
0.39MAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VICI | VICI Properties Inc |
-0.65 (-1.93%) |
USD 35.56B |
| WPC | W P Carey Inc |
+0.32 (+0.51%) |
USD 13.85B |
| EPRT | Essential Properties Realty Tr.. |
+0.49 (+1.48%) |
USD 5.77B |
| BNL | Broadstone Net Lease Inc |
+0.19 (+1.02%) |
USD 3.67B |
| ESRT | Empire State Realty Trust Inc |
+0.24 (+2.21%) |
USD 2.96B |
| AAT | American Assets Trust Inc |
+0.12 (+0.44%) |
USD 2.09B |
| GNL | Global Net Lease, Inc. |
+0.03 (+0.34%) |
USD 2.03B |
| SAFE | Safehold Inc |
+0.64 (+2.35%) |
USD 1.90B |
| GNL-PA | Global Net Lease Inc |
-0.16 (-0.70%) |
USD 1.45B |
| AHH | Armada Hflr Pr |
+0.03 (+0.25%) |
USD 1.08B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| IUKP:LSE | iShares UK Property UCITS | 6.70 % | 0.00 % |
-3.90 (-1.13%) |
USD 0.63B |
| IUKP:SW | iShares UK Property UCITS.. | 6.68 % | 0.00 % |
-0.06 (-1.13%) |
USD 0.64B |
| UKPH:XETRA | iShares UK Property UCITS.. | 5.78 % | 0.00 % |
-0.05 (-1.13%) |
N/A |
| UKRE:LSE | iShares MSCI Target UK Re.. | 4.53 % | 0.00 % |
-4.35 (-1.13%) |
USD 0.12B |
| Market Performance vs. Industry/Classification (REIT - Diversified) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 17.88% | 85% | B | 79% | B- | ||
| Dividend Return | 6.39% | 80% | B- | 89% | A- | ||
| Total Return | 24.27% | 85% | B | 85% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 19.03% | 70% | C- | 66% | D+ | ||
| Dividend Return | 8.61% | 67% | D+ | 88% | B+ | ||
| Total Return | 27.64% | 70% | C- | 76% | C+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | -14.44% | 54% | F | 28% | F | ||
| Dividend Return | 29.86% | 64% | D | 84% | B | ||
| Total Return | 15.42% | 69% | C- | 42% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -4.74% | 29% | F | 17% | F | ||
| Dividend Return | 1.91% | 57% | F | 35% | F | ||
| Total Return | 6.65% | 81% | B- | 87% | B+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 11.48% | 76% | C+ | 74% | C | ||
| Risk Adjusted Return | 16.64% | 57% | F | 37% | F | ||
| Market Capitalization | 4.30B | 79% | B- | 76% | C+ | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total free cash flow in the most recent four quarters.
The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
