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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Jun 2024 | US$156.7b | US$15.6b | US$4.0b | 35.3x | 38.8x | 10x |
| Thu, 16 May 2024 | US$152.3b | US$15.6b | US$4.0b | 34.4x | 37.7x | 9.8x |
| Sat, 13 Apr 2024 | US$165.9b | US$15.4b | US$3.9b | 37.5x | 42.7x | 10.8x |
| Mon, 11 Mar 2024 | US$181.8b | US$15.4b | US$3.9b | 39.2x | 46.8x | 11.8x |
| Wed, 07 Feb 2024 | US$176.2b | US$15.3b | US$4.1b | 37.7x | 43.5x | 11.5x |
| Fri, 05 Jan 2024 | US$197.2b | US$16.3b | US$5.0b | 36.8x | 39.8x | 12.1x |
| Sun, 03 Dec 2023 | US$182.8b | US$16.3b | US$5.0b | 34.7x | 36.9x | 11.2x |
| Tue, 31 Oct 2023 | US$157.5b | US$16.4b | US$4.9b | 30.4x | 31.9x | 9.6x |
| Thu, 28 Sep 2023 | US$173.9b | US$16.1b | US$5.2b | 31.4x | 33.3x | 10.8x |
| Sat, 26 Aug 2023 | US$187.8b | US$16.1b | US$5.2b | 34.1x | 36x | 11.7x |
| Mon, 24 Jul 2023 | US$191.8b | US$16.1b | US$5.3b | 26.6x | 36.3x | 11.9x |
| Wed, 21 Jun 2023 | US$185.8b | US$14.9b | US$4.7b | 25.5x | 39.3x | 12.5x |
| Fri, 19 May 2023 | US$185.9b | US$14.9b | US$4.7b | 26.4x | 39.3x | 12.5x |
| Sun, 16 Apr 2023 | US$181.3b | US$14.2b | US$5.4b | 26.2x | 33.6x | 12.8x |
| Tue, 14 Mar 2023 | US$181.2b | US$14.2b | US$5.4b | 26.8x | 33.6x | 12.8x |
| Thu, 09 Feb 2023 | US$194.8b | US$13.7b | US$5.8b | 27.6x | 33.8x | 14.2x |
| Sat, 07 Jan 2023 | US$177.7b | US$13.6b | US$6.5b | 25.6x | 27.5x | 13.1x |
| Mon, 05 Dec 2022 | US$179.4b | US$13.6b | US$6.5b | 25.3x | 27.8x | 13.2x |
| Wed, 02 Nov 2022 | US$168.5b | US$13.5b | US$6.4b | 24.3x | 26.2x | 12.5x |
| Fri, 30 Sep 2022 | US$138.5b | US$12.8b | US$6.1b | 20.1x | 22.7x | 10.8x |
| Sun, 28 Aug 2022 | US$172.6b | US$12.8b | US$6.1b | 25.5x | 28.3x | 13.5x |
| Tue, 26 Jul 2022 | US$170.6b | US$12.6b | US$6.2b | 24.5x | 27.4x | 13.6x |
| Thu, 23 Jun 2022 | US$157.1b | US$12.4b | US$6.1b | 25.4x | 25.6x | 12.7x |
| Sat, 21 May 2022 | US$161.0b | US$12.4b | US$6.1b | 28x | 26.2x | 13x |
| Mon, 18 Apr 2022 | US$206.5b | US$12.1b | US$5.2b | 41.7x | 39.9x | 17.1x |
| Wed, 16 Mar 2022 | US$196.8b | US$12.3b | US$5.2b | 42.4x | 37.8x | 16x |
| Fri, 11 Feb 2022 | US$196.0b | US$12.0b | US$4.9b | 42.4x | 40.2x | 16.4x |
| Sun, 09 Jan 2022 | US$204.9b | US$11.7b | US$4.0b | 48.4x | 51.6x | 17.5x |
| Tue, 07 Dec 2021 | US$208.5b | US$11.7b | US$4.0b | 52.3x | 52.5x | 17.8x |
| Thu, 04 Nov 2021 | US$196.5b | US$11.4b | US$4.0b | 38.1x | 49x | 17.2x |
| Sat, 02 Oct 2021 | US$168.8b | US$11.2b | US$3.1b | 38.2x | 54.1x | 15.1x |
| Mon, 30 Aug 2021 | US$179.7b | US$11.3b | US$3.1b | 51.3x | 58.7x | 15.9x |
| Tue, 06 Jul 2021 | US$159.8b | US$11.2b | US$3.1b | 42.3x | 51.2x | 14.2x |
Price to Earnings Ratio
51.2x
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 Market | 1.61% | |
| Real Estate | 0.17% | |
| REITS | -0.22% | |
| Industrial REITs | 0.39% | |
| Office REITs | 2.64% | |
| Residential REITs | 1.48% | |
| Healthcare REITs | 0.54% | |
| 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| REXR Rexford Industrial Realty | US$45.08 | 2.3% +US$217.4m | -16.1% | PB1.2x | |
| TRNO Terreno Realty | US$58.64 | 3.9% +US$214.7m | -0.7% | PB1.6x | |
| FR First Industrial Realty Trust | US$47.47 | 2.8% +US$169.4m | -10.2% | PB2.4x | |
| STAG STAG Industrial | US$35.54 | 1.7% +US$105.6m | -2.9% | PB1.9x | |
| PLD Prologis | US$111.28 | 0.1% +US$101.8m | -9.3% | PB1.9x |