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U.S. Industrial REITs Industry Analysis

UpdatedJun 18, 2024
DataAggregated Company Financials
Companies12
  • 7D0.4%
  • 3M-10.4%
  • 1Y-8.9%
  • YTDn/a

In the last week, the Industrial REITs industry is up 1.4%, with Prologis up 1.0%. In the past year, the industry is down 8.5%. As for the next few years, earnings are expected to grow by 7.6% per annum.

Industry Valuation and Performance

Has the U.S. Industrial REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Jun 2024US$156.7bUS$15.6bUS$4.0b35.3x38.8x10x
Thu, 16 May 2024US$152.3bUS$15.6bUS$4.0b34.4x37.7x9.8x
Sat, 13 Apr 2024US$165.9bUS$15.4bUS$3.9b37.5x42.7x10.8x
Mon, 11 Mar 2024US$181.8bUS$15.4bUS$3.9b39.2x46.8x11.8x
Wed, 07 Feb 2024US$176.2bUS$15.3bUS$4.1b37.7x43.5x11.5x
Fri, 05 Jan 2024US$197.2bUS$16.3bUS$5.0b36.8x39.8x12.1x
Sun, 03 Dec 2023US$182.8bUS$16.3bUS$5.0b34.7x36.9x11.2x
Tue, 31 Oct 2023US$157.5bUS$16.4bUS$4.9b30.4x31.9x9.6x
Thu, 28 Sep 2023US$173.9bUS$16.1bUS$5.2b31.4x33.3x10.8x
Sat, 26 Aug 2023US$187.8bUS$16.1bUS$5.2b34.1x36x11.7x
Mon, 24 Jul 2023US$191.8bUS$16.1bUS$5.3b26.6x36.3x11.9x
Wed, 21 Jun 2023US$185.8bUS$14.9bUS$4.7b25.5x39.3x12.5x
Fri, 19 May 2023US$185.9bUS$14.9bUS$4.7b26.4x39.3x12.5x
Sun, 16 Apr 2023US$181.3bUS$14.2bUS$5.4b26.2x33.6x12.8x
Tue, 14 Mar 2023US$181.2bUS$14.2bUS$5.4b26.8x33.6x12.8x
Thu, 09 Feb 2023US$194.8bUS$13.7bUS$5.8b27.6x33.8x14.2x
Sat, 07 Jan 2023US$177.7bUS$13.6bUS$6.5b25.6x27.5x13.1x
Mon, 05 Dec 2022US$179.4bUS$13.6bUS$6.5b25.3x27.8x13.2x
Wed, 02 Nov 2022US$168.5bUS$13.5bUS$6.4b24.3x26.2x12.5x
Fri, 30 Sep 2022US$138.5bUS$12.8bUS$6.1b20.1x22.7x10.8x
Sun, 28 Aug 2022US$172.6bUS$12.8bUS$6.1b25.5x28.3x13.5x
Tue, 26 Jul 2022US$170.6bUS$12.6bUS$6.2b24.5x27.4x13.6x
Thu, 23 Jun 2022US$157.1bUS$12.4bUS$6.1b25.4x25.6x12.7x
Sat, 21 May 2022US$161.0bUS$12.4bUS$6.1b28x26.2x13x
Mon, 18 Apr 2022US$206.5bUS$12.1bUS$5.2b41.7x39.9x17.1x
Wed, 16 Mar 2022US$196.8bUS$12.3bUS$5.2b42.4x37.8x16x
Fri, 11 Feb 2022US$196.0bUS$12.0bUS$4.9b42.4x40.2x16.4x
Sun, 09 Jan 2022US$204.9bUS$11.7bUS$4.0b48.4x51.6x17.5x
Tue, 07 Dec 2021US$208.5bUS$11.7bUS$4.0b52.3x52.5x17.8x
Thu, 04 Nov 2021US$196.5bUS$11.4bUS$4.0b38.1x49x17.2x
Sat, 02 Oct 2021US$168.8bUS$11.2bUS$3.1b38.2x54.1x15.1x
Mon, 30 Aug 2021US$179.7bUS$11.3bUS$3.1b51.3x58.7x15.9x
Tue, 06 Jul 2021US$159.8bUS$11.2bUS$3.1b42.3x51.2x14.2x
Price to Earnings Ratio

51.2x


Total Market Cap: US$159.8bTotal Earnings: US$3.1bTotal Revenue: US$11.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 38.1x202220232024
Current Industry PE
  • Investors are relatively neutral on the American Industrial REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 38.1x.
  • The 3-year average PS ratio of 13.4x is higher than the industry's current PS ratio of 10.0x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have grown 9.0% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Industrial REITs compare with similar industries?

US Market1.61%
Real Estate0.17%
REITS-0.22%
Industrial REITs0.39%
Office REITs2.64%
Residential REITs1.48%
Healthcare REITs0.54%
Hotel and Resort REITs-0.06%
Specialized REITs-0.13%
Diversified REITs-0.22%
Retail REITs-0.54%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
REXR Rexford Industrial RealtyUS$45.082.3%
+US$217.4m
-16.1%PB1.2x
TRNO Terreno RealtyUS$58.643.9%
+US$214.7m
-0.7%PB1.6x
FR First Industrial Realty TrustUS$47.472.8%
+US$169.4m
-10.2%PB2.4x
STAG STAG IndustrialUS$35.541.7%
+US$105.6m
-2.9%PB1.9x
PLD PrologisUS$111.280.1%
+US$101.8m
-9.3%PB1.9x
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Latest News

PLYM

US$20.87

Plymouth Industrial REIT

7D

-0.5%

1Y

-10.3%

IIPR

US$107.49

Innovative Industrial Properties

7D

0.5%

1Y

44.0%

STAG

US$35.54

STAG Industrial

7D

1.7%

1Y

-2.9%

PLD

US$111.28

Prologis

7D

0.1%

1Y

-9.3%

TRNO

US$58.64

Terreno Realty

7D

3.9%

1Y

-0.7%

EGP

US$166.65

EastGroup Properties

7D

0.4%

1Y

-4.6%

COLD

US$25.67

Americold Realty Trust

7D

-4.2%

1Y

-19.9%

FR

US$47.47

First Industrial Realty Trust

7D

2.8%

1Y

-10.2%

LXP

US$8.91

LXP Industrial Trust

7D

2.6%

1Y

-13.7%