Tritax Big Box REIT plc (BBOX.L)
Tritax Big Box REIT plc is the only listed vehicle dedicated to investing in very large logistics warehouse assets (Big Boxes) in the UK and is committed to delivering attractive and sustainable returns for shareholders. Investing in and actively managing existing built investments, land suitable for Big Box development and developments predominantly delivered through pre-let forward funded basis, the Company focuses on large, well-located, modern Big Box logistics assets, let to institutional-grade tenants on long-term leases (typically at least 12 years in length) with upward-only rent reviews and geographic and tenant diversification throughout the UK. The Company seeks to exploit the significant opportunity in this sub-sector of the UK logistics market owing to strong tenant demand and limited supply of Big Boxes. The Company is a real estate investment trust to which Part 12 of the UK Corporation Tax Act 2010 applies (REIT), is listed on the premium segment of the Official List of the UK Financial Conduct Authority and is a constituent of the FTSE 250, FTSE EPRA/NAREIT and MSCI indices.
Company Info
| ISIN | GB00BG49KP99 |
|---|---|
| Sector | Real Estate |
| Industry | Residential & Commercial REITs |
Highlights
| Market Cap | £3.14B |
|---|---|
| EPS | £0.04 |
| PE Ratio | 41.30 |
| PEG Ratio | 2.05 |
| Revenue (TTM) | £228.80M |
| Gross Profit (TTM) | £206.50M |
| EBITDA (TTM) | £192.40M |
| Year Range | £117.17 - £170.63 |
| Target Price | £177.36 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Tritax Big Box REIT plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Tritax Big Box REIT plc had a return of -2.15% year-to-date (YTD) and 17.75% in the last 12 months. Over the past 10 years, Tritax Big Box REIT plc had an annualized return of 15.55%, outperforming the S&P 500 benchmark which had an annualized return of 10.84%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.15% | 11.29% |
| 1 month | 11.26% | 6.86% |
| 6 months | 6.21% | 16.73% |
| 1 year | 17.75% | 26.63% |
| 5 years (annualized) | 6.45% | 13.23% |
| 10 years (annualized) | 15.55% | 10.84% |
Monthly Returns
The table below presents the monthly returns of BBOX.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.60% | -11.79% | 8.72% | -3.56% | -2.15% | ||||||||
| 2023 | 12.41% | -3.12% | -5.23% | 10.86% | -8.65% | -10.71% | 10.48% | 3.52% | -0.99% | -2.15% | 13.33% | 10.32% | 29.28% |
| 2022 | -4.66% | -0.84% | 3.57% | 0.83% | -15.80% | -10.85% | 8.65% | -14.83% | -18.44% | 4.66% | 1.92% | -3.08% | -42.18% |
| 2021 | 9.83% | -2.33% | 0.61% | 6.02% | 4.34% | -0.30% | 7.28% | 13.37% | -10.30% | 6.58% | 5.78% | 4.62% | 53.16% |
| 2020 | -6.12% | -6.94% | -12.60% | 8.98% | 15.09% | 4.47% | 4.41% | 3.92% | -0.51% | 2.01% | 5.62% | 1.51% | 18.12% |
| 2019 | 7.24% | 1.86% | 2.13% | 3.48% | 0.90% | 4.12% | 0.24% | -8.43% | 6.78% | 1.60% | -1.40% | 0.40% | 19.55% |
| 2018 | 0.13% | -5.77% | 3.84% | 3.81% | 1.28% | 3.93% | -1.23% | -0.92% | -2.25% | -2.00% | -5.25% | -3.03% | -7.77% |
| 2017 | -0.79% | 5.42% | 0.23% | -2.56% | 6.56% | -0.88% | 3.60% | -4.61% | -0.35% | 4.58% | -1.63% | 2.76% | 12.32% |
| 2016 | 0.72% | 3.17% | 2.67% | 0.89% | 1.33% | -4.95% | 4.36% | 8.32% | -3.22% | -1.08% | -3.09% | 6.00% | 15.26% |
| 2015 | 1.62% | 3.42% | 4.10% | 0.86% | -1.28% | -0.87% | 4.24% | 0.51% | 88.39% | 0.94% | 1.01% | -0.23% | 116.82% |
| 2014 | 2.32% | 0.24% | 1.55% | 2.34% | -2.06% | -1.99% | 2.06% | 2.64% | 0.70% | 1.16% | -1.57% | 2.13% | 9.76% |
| 2013 | 1.87% | 1.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BBOX.L is 63, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
BBOX.L (Tritax Big Box REIT plc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Tritax Big Box REIT plc (BBOX.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Tritax Big Box REIT plc granted a 0.03% dividend yield in the last twelve months. The annual payout for that period amounted to £0.06 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.06 | £0.08 | £0.07 | £0.07 | £0.06 | £0.07 | £0.07 | £0.06 | £0.08 | £0.53 | £0.03 |
Dividend yield | 0.03% | 0.05% | 0.05% | 0.03% | 0.04% | 0.05% | 0.05% | 0.04% | 0.06% | 0.42% | 0.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Tritax Big Box REIT plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | |||||||
| 2023 | £0.00 | £0.01 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.08 |
| 2022 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.07 |
| 2021 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.07 |
| 2020 | £0.00 | £0.00 | £0.02 | £0.02 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.06 |
| 2019 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.07 |
| 2018 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.07 |
| 2017 | £0.00 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.06 |
| 2016 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.02 | £0.00 | £0.00 | £0.08 |
| 2015 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.50 | £0.00 | £0.00 | £0.00 | £0.53 |
| 2014 | £0.02 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Tritax Big Box REIT plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Tritax Big Box REIT plc was 48.58%, occurring on Sep 27, 2022. The portfolio has not yet recovered.
The current Tritax Big Box REIT plc drawdown is 27.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.58% | Apr 6, 2022 | 118 | Sep 27, 2022 | — | — | — |
| -44.43% | Jul 26, 2019 | 165 | Mar 18, 2020 | 95 | Aug 4, 2020 | 260 |
| -17.42% | Jun 3, 2016 | 17 | Jun 27, 2016 | 31 | Aug 9, 2016 | 48 |
| -15.26% | Jul 5, 2018 | 117 | Dec 17, 2018 | 81 | Apr 12, 2019 | 198 |
| -13.19% | Sep 2, 2021 | 27 | Oct 8, 2021 | 31 | Nov 22, 2021 | 58 |
Volatility
Volatility Chart
The current Tritax Big Box REIT plc volatility is 6.44%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |