Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
AEW UK REIT plc is a United Kingdom-based real estate investment trust focused on delivering attractive total returns to shareholders through investments in smaller commercial properties, typically valued under £15 million, situated on shorter occupational leases in strong locations across the UK. Launched in May 2015, the company pursues a value investment strategy, targeting mispriced assets across diverse sectors including office, retail, industrial, and leisure properties, without sector constraints. It emphasizes active asset management to create value through repositioning properties and enhancing income quality. Notable features include a stable annual dividend of 8p per share since early 2016, paid quarterly, and a portfolio that has historically outperformed the MSCI/AREF UK PFI Balanced Funds Quarterly Property Index over five years by 6.67%. With a diversified tenant base and properties like Gresford Industrial Estate, Northgate House, and London East Leisure Park, AEW UK REIT plc plays a significant role in the UK commercial real estate market by providing income-oriented exposure to undervalued opportunities in key regional hubs.
£1.06
£0.00 (-0.19%)
EOD Jul 3, 2026
Revenue declined 44.4% YoY. The question is whether this is cyclical or a structural shift.
Even for strong businesses, today's 17x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
16.8x earnings, 10.3x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
£17M
▼ -44.4% YoY
Net Income (TTM)
£10M
▼ -59.2% YoY
Op. Margin
—
ROIC
—
Cash Flow & Balance Sheet
FCF (TTM)
£16M
▲ +88.7% YoY
Op. Cash Flow (TTM)
£16M
▼ -6.7% YoY
Net Debt
£45M
Cash & Equiv.
£15M
3Y CAGR: +18.4%
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At a P/E of 16.8 and a price-to-free-cash-flow of 10.3, AEW UK REIT (AEWU.XLON) trades below a two-stage DCF intrinsic value of about £1.96 per share, so at £1.06 the stock looks undervalued (85.9% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, AEW UK REIT scores 59/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 7.6%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about £1.96 per share for AEWU.XLON, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around £1.47. At today's £1.06, that puts the stock about 85.9% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
AEW UK REIT scores 59 out of 100 on Intrinsiqq's quality score, a weighted blend of 5 metrics each scored 0 to 100, which makes it a mixed business on these measures. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, AEW UK REIT pays a regular dividend of about £0.08 per share per year (typically in quarterly installments), a yield of roughly 7.6% at the current price. That is a payout ratio of about 127.7% of earnings, so the dividend is stretched at this level. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For AEWU.XLON's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. AEWU.XLON currently trades below its estimated intrinsic value and scores 59/100 on quality (mixed). It also yields about 7.6%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.