Unibail-Rodamco-Westfield SE (UNIRF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Unibail-Rodamco-Westfield SE (UNIRF) trades at $4.87. Unibail-Rodamco-Westfield SE is a global developer and operator of flagship retail destinations. The company owns and operates 89 shopping centers across Europe and the United States, welcoming 1. Market cap: $14.70B, Sector: Real estate.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for UNIRF: UNIRF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates UNIRF against Real Estate peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
UNIRF: 1/1 perspectives are bearish.
How is this calculated? →Unibail-Rodamco-Westfield SE (UNIRF) Real Estate Portfolio & Strategy
Unibail-Rodamco-Westfield SE is a leading global real estate investment trust specializing in flagship retail destinations. With a portfolio of 89 shopping centers across Europe and the U.S., the company provides a platform for retailers and brand events, focusing on creating experiences and sustainable urban spaces.
What Is the Investment Thesis for UNIRF?
Unibail-Rodamco-Westfield SE presents an investment opportunity based on its portfolio of flagship retail destinations and its established presence in key markets. The company's focus on creating unique experiences for customers and providing a platform for retailers positions it to benefit from the ongoing recovery in retail spending. With a market capitalization of $14.70B and a P/E ratio of 11.1, UNIRF offers a potentially attractive valuation. The dividend yield of 3.72% provides an income component for investors. Key growth catalysts include the continued development of world-class projects and the execution of the Better Places 2030 agenda. Potential risks include fluctuations in retail spending, competition from online retailers, and changes in interest rates.
Based on FMP financials and quantitative analysis
UNIRF Key Highlights
- Portfolio valued at €58.3 billion as of September 30, 2020, demonstrating a substantial asset base.
- Operates 89 shopping centers, including 55 flagship locations, indicating a focus on high-quality properties.
- Attracts 1.2 billion visits per year, reflecting a significant customer base and potential for revenue generation.
- Profit margin of 38.0% showcases efficient operations and profitability.
- Dividend yield of 3.72% provides an income stream for investors.
Who Are UNIRF's Competitors?
UNIRF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CHKGF CK Asset Holdings Limited | $6.00 | +1.78% | $21.00B | 50 |
| CNGKY CK Asset Holdings Limited | $11.41 | -0.73% | $19.96B | 57 |
| CPAMF CapitaLand Integrated Commercial Trust | $1.85 | +0.00% | $14.58B | 56 |
| HLDCY Henderson Land Development Company Limited | $3.19 | +1.90% | $15.44B | 42 |
| HLDVF Henderson Land Development Company Limited | $3.49 | +5.28% | $16.90B | — |
| CURB Curbline Properties Corp. | $29.95 | -1.29% | $3.42B | 66 |
| O Realty Income Corporation | $63.20 | -0.99% | 59B | 60 |
| BRX Brixmor Property Group Inc. | $31.07 | -0.42% | $9.53B | 60 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are UNIRF's Key Strengths?
- Portfolio of flagship destinations in prime locations.
- Strong brand recognition and reputation.
- Experienced management team.
- Commitment to sustainability.
What Are UNIRF's Weaknesses?
- Exposure to fluctuations in retail spending.
- Dependence on rental income.
- High debt levels.
- Geographic concentration in Europe and the United States.
What Could Drive UNIRF Stock Higher?
- Continued development of world-class projects to enhance the company's portfolio.
- Implementation of the Better Places 2030 agenda to improve sustainability and environmental performance.
- Potential acquisitions or strategic partnerships to expand the company's reach.
- Recovery in retail spending and tourism to drive revenue growth.
- Focus on enhancing customer experience to attract more visitors and increase sales.
What Are the Key Risks for UNIRF?
- Financial-distress signal — its Altman Z-Score of 0.62 sits in the distress zone (elevated bankruptcy risk).
- Inconsistent delivery — missed Wall Street EPS estimates in 5 of the last 8 reported quarters.
- Economic downturns that could reduce consumer spending and rental income.
- Competition from online retailers that could impact brick-and-mortar sales.
- Changes in interest rates that could increase borrowing costs.
- Geopolitical risks that could disrupt operations and impact financial performance.
- High debt levels that could limit the company's financial flexibility.
What Are the Growth Opportunities for UNIRF?
- Development of World-Class Projects: Unibail-Rodamco-Westfield SE has the opportunity to expand its portfolio through the development of new flagship destinations. These projects can incorporate mixed-use elements, such as residential and office spaces, to create vibrant urban centers. The company's expertise in development and its relationships with retailers position it to capitalize on this opportunity. The timeline for these projects varies, but they typically require several years from planning to completion. The market size for mixed-use developments is estimated to be substantial, driven by urbanization and changing consumer preferences.
- Expansion in Key Markets: UNIRF can focus on expanding its presence in key markets, such as major cities in Europe and the United States. This can involve acquiring existing properties or developing new ones. The company's established presence in these markets provides a competitive advantage. The timeline for expansion depends on market conditions and available opportunities. The market size for retail properties in these key markets is significant, driven by population growth and consumer spending.
- Enhancing Customer Experience: Unibail-Rodamco-Westfield SE can further enhance the customer experience at its shopping centers by incorporating new technologies, such as digital wayfinding and personalized offers. This can attract more visitors and increase sales for retailers. The company's focus on innovation and its understanding of customer preferences position it to succeed in this area. The timeline for implementing these technologies is relatively short, and the impact can be immediate. The market size for retail technology is growing rapidly, driven by the need to improve the customer experience.
- Sustainability Initiatives: The company's Better Places 2030 agenda provides an opportunity to differentiate itself from competitors and attract environmentally conscious customers. This can involve reducing energy consumption, promoting sustainable transportation, and supporting local communities. The timeline for achieving these goals is long-term, but the benefits can be significant. The market for sustainable products and services is growing rapidly, driven by increasing awareness of environmental issues.
- Strategic Partnerships: Unibail-Rodamco-Westfield SE can form strategic partnerships with retailers, technology companies, and other organizations to enhance its offerings and expand its reach. These partnerships can provide access to new markets, technologies, and expertise. The timeline for forming these partnerships varies, but the impact can be immediate. The market for strategic partnerships is growing rapidly, driven by the need to innovate and adapt to changing market conditions.
What Opportunities Does UNIRF Have?
- Development of new flagship destinations.
- Expansion in key markets.
- Enhancement of customer experience.
- Strategic partnerships.
What Threats Does UNIRF Face?
- Competition from online retailers.
- Changes in interest rates.
- Economic downturns.
- Geopolitical risks.
What Are UNIRF's Competitive Advantages?
- Portfolio of flagship destinations in prime locations.
- Strong relationships with retailers and brands.
- Expertise in development and management of retail properties.
- Commitment to sustainability and environmental standards.
What Does UNIRF Do?
Unibail-Rodamco-Westfield SE (UNIRF) stands as a premier global developer and operator of flagship destinations, primarily focusing on retail properties. Founded through the merger of Unibail and Rodamco Europe, the company has evolved into a leading real estate investment trust (REIT) with a significant presence in Europe and the United States. As of September 30, 2020, the company's portfolio was valued at €58.3 billion, with 86% allocated to retail, 7% to offices, 5% to convention and exhibition venues, and 2% to services. UNIRF owns and operates 89 shopping centers, including 55 flagship locations in major cities. These centers attract approximately 1.2 billion visits each year, providing a platform for retailers and brand events. The company operates in 12 countries across two continents, offering a range of services and experiences to customers. With a team of 3,400 professionals, Unibail-Rodamco-Westfield SE aims to generate value through the development of world-class projects, guided by its Better Places 2030 agenda, which emphasizes environmental standards and contributions to urban development. The company's shares are listed on Euronext Amsterdam and Euronext Paris under the ticker URW, with a secondary listing in Australia. UNIRF holds an A- rating from Standard & Poor's and a Baa1 rating from Moody's.
What Products and Services Does UNIRF Offer?
- Develop and operate flagship retail destinations.
- Own and manage shopping centers in Europe and the United States.
- Provide a platform for retailers and brand events.
- Offer a range of services and experiences to customers.
- Develop world-class projects that contribute to better cities.
- Focus on environmental standards and sustainability.
- Create unique and constantly renewed experiences for customers.
How Does UNIRF Make Money?
- Generate revenue from rental income from retail tenants.
- Develop and manage properties to increase asset value.
- Provide services to retailers and customers.
- Focus on flagship destinations to attract high-end tenants and customers.
What Industry Does UNIRF Operate In?
Unibail-Rodamco-Westfield SE operates within the REIT - Retail industry, which is characterized by the ownership and management of income-producing real estate. The industry is influenced by factors such as consumer spending, interest rates, and e-commerce trends. UNIRF competes with other major REITs and retail property owners. The company's focus on flagship destinations and creating unique experiences differentiates it from competitors. The retail REIT sector is adapting to the evolving landscape by incorporating mixed-use developments and focusing on experiential retail.
Who Are UNIRF's Key Customers?
- Retail tenants who lease space in the company's shopping centers.
- Consumers who visit the company's shopping centers.
- Brands that host events and promotions at the company's properties.
FY2026 estForward Outlook
Wall Street analysts project Unibail-Rodamco-Westfield SE revenue of about $2.67B for fiscal 2026, with EPS near $0.47. The estimate reflects 5 contributing analysts.
3/8 beatsEarnings Track Record
Unibail-Rodamco-Westfield SE has missed Wall Street's EPS estimate in 5 of its last 8 reported quarters — a mixed record worth weighing. Reported results have landed about 629.6% below estimates on average.
F-Score 5/9Financial Health
Unibail-Rodamco-Westfield SE's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.62 places it in the distress zone, a signal of elevated financial risk.
ROE 7%Key Financial Metrics
Return on equity for Unibail-Rodamco-Westfield SE stands at 7.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.6%, showing how much profit it generates from its asset base. UNIRF trades at a trailing price-to-earnings ratio of 11.07, below the Real Estate sector average of ~20x. Its free cash flow yield is 8.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.27 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 8.6%, the inverse of the P/E and a quick read on earnings relative to price.
Unibail-Rodamco-Westfield SE (UNIRF) Valuation Context
Valued at $14.70B, UNIRF is classified as a large-cap stock.
UNIRF Revenue & Earnings Trend
In Q2 2025, UNIRF generated $1.85B in top-line revenue, marking a sequential increase of 6.7%. The company recorded net income of $697.7M, with diluted EPS of $4.81. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this large-cap Real Estate company.
Company Profile
Unibail-Rodamco-Westfield SE operates in the REIT - Retail industry within the Real Estate sector. It is headquartered in Paris, FR. The company is led by CEO Jean-Marie Tritant. UNIRF has traded publicly since 2023.
UNIRF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2024
Bull Case vs Bear Case
Bull Case
- Unibail-Rodamco-Westfield's portfolio of prime shopping destinations could see increased foot traffic as consumers prioritize experiences post-pandemic, similar to how luxury brands rebounded strongly after the 2008 crisis.
- Positive community sentiment suggests investors believe the company is successfully adapting its retail spaces to modern consumer demands, potentially increasing revenue streams.
- Recent insider activity, if indicative of confidence, might signal an expectation of improved financial performance and strategic direction, akin to a CEO buying shares before a turnaround.
- Market perception seems to be shifting towards recognizing the long-term value of strategically located retail assets, particularly in major metropolitan areas, despite current challenges.
Bear Case
- Community sentiment reveals concerns about the company's ability to navigate the evolving retail landscape, potentially leading to decreased occupancy rates and revenue.
- Recent insider activity might raise questions about the company's financial health and strategic decisions, creating uncertainty among investors.
- The market perception that traditional malls are facing existential threats from e-commerce giants like Amazon could negatively impact Unibail-Rodamco-Westfield's valuation, mirroring the struggles of brick-and-mortar stores.
- Bearish community views highlight worries about the company's debt load and its potential impact on future profitability, especially if interest rates rise, similar to concerns during the 2008 financial crisis.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2025 | $1.85B | $698M | $4.81 |
| Q4 2024 | $1.73B | $75M | $0.03 |
| Q2 2024 | $1.52B | $72M | $0.51 |
Based on FMP financials and quantitative analysis
UNIRF Latest News
No recent news available for UNIRF.
UNIRF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for UNIRF.
Price Targets
Wall Street price target analysis for UNIRF.
UNIRF MoonshotScore
What does this score mean?
The MoonshotScore rates UNIRF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Jean-Marie Tritant
CEO
Jean-Marie Tritant serves as the CEO of Unibail-Rodamco-Westfield SE, leading a team of 2,316 employees. His career spans various leadership roles within the real estate sector, bringing extensive experience in property management, development, and investment. He has a proven track record of driving growth and innovation in the industry. His expertise includes strategic planning, financial management, and stakeholder engagement.
Track Record: Under Jean-Marie Tritant's leadership, Unibail-Rodamco-Westfield SE has focused on enhancing its portfolio of flagship destinations and implementing its Better Places 2030 agenda. Key milestones include the successful integration of Westfield's assets and the development of new projects. He has also overseen the company's efforts to adapt to the changing retail landscape and enhance the customer experience.
UNIRF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Unibail-Rodamco-Westfield SE (UNIRF) may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited information available to investors, and trading activity can be sporadic. Investing in OTC Other stocks carries higher risks compared to stocks listed on major exchanges due to the lack of regulatory oversight and potential for limited liquidity. This tier is often populated by shell companies, bankrupt entities, or companies with questionable operations.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure increases the risk of investing in UNIRF.
- Low trading volume can lead to price volatility and difficulty in executing trades.
- The OTC Other tier carries a higher risk of fraud and manipulation.
- Lack of regulatory oversight may result in inadequate investor protection.
- The company may not meet the minimum financial standards of higher-tier exchanges.
- Verify the company's financial statements and SEC filings (if any).
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Evaluate the company's debt levels and cash flow.
- Determine the level of trading activity and liquidity for the stock.
- Consult with a financial advisor before making any investment decisions.
- The company's A- rating from Standard & Poor's and Baa1 rating from Moody's suggest a degree of financial stability.
- The company's listing on Euronext Amsterdam and Euronext Paris provides some level of regulatory oversight.
- The company's portfolio of flagship destinations indicates a strong asset base.
Common Questions About UNIRF (Real Estate)
What does Unibail-Rodamco-Westfield SE do?
Unibail-Rodamco-Westfield SE is a global real estate company specializing in owning, developing, and managing premier retail destinations. With a focus on flagship shopping centers in major cities across Europe and the United States, the company provides a platform for retailers to connect with consumers. UNIRF's business model revolves around generating rental income from tenants, enhancing property values through development, and creating unique experiences for shoppers. The company's portfolio includes 89 shopping centers, attracting 1.2 billion visits per year.
What are the main risks for UNIRF?
Unibail-Rodamco-Westfield SE faces several risks, including fluctuations in retail spending, competition from online retailers, and changes in interest rates. Economic downturns could reduce consumer spending and rental income, while the growth of e-commerce poses a threat to brick-and-mortar sales. Rising interest rates could increase borrowing costs and impact the company's profitability. Geopolitical risks and high debt levels also present challenges for UNIRF. Investors should carefully consider these risks before investing.
What are the key factors to evaluate for UNIRF?
Evaluate UNIRF on fundamentals, analyst consensus, and risk factors. P/E: 11.1x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does UNIRF data refresh on this page?
UNIRF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven UNIRF's recent stock price performance?
Unibail-Rodamco-Westfield SE (UNIRF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Portfolio of flagship destinations in prime locations. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider UNIRF overvalued or undervalued right now?
Unibail-Rodamco-Westfield SE (UNIRF) trades at 11.1x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying UNIRF?
Before investing in Unibail-Rodamco-Westfield SE (UNIRF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding UNIRF to a portfolio?
Key strength of Unibail-Rodamco-Westfield SE (UNIRF): Portfolio of flagship destinations in prime locations. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on data available as of September 30, 2020.
- AI analysis is pending for UNIRF.
- OTC market data may be limited.