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U.S. Industrial REITs Industry Analysis

UpdatedNov 20, 2024
DataAggregated Company Financials
Companies13
  • 7D1.0%
  • 3M-10.9%
  • 1Y3.0%
  • YTD-14.4%

The Industrial REITs industry is up 1.0% in the last week, with Rexford Industrial Realty up 2.6%. This takes the industry's 12 month performance to a gain of 3.0%. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 Nov 2024US$175.6bUS$20.9bUS$3.3b36.2x52.4x8.4x
Fri, 18 Oct 2024US$196.5bUS$20.8bUS$3.8b37.2x51.1x9.4x
Sun, 15 Sep 2024US$202.4bUS$20.7bUS$3.6b41.4x56.9x9.8x
Tue, 13 Aug 2024US$194.4bUS$20.7bUS$3.6b39x53.8x9.4x
Thu, 11 Jul 2024US$159.9bUS$15.6bUS$4.0b36.8x39.6x10.2x
Sat, 08 Jun 2024US$154.8bUS$15.6bUS$4.0b34.3x38.3x9.9x
Mon, 06 May 2024US$149.3bUS$15.6bUS$4.0b35.4x37.1x9.6x
Wed, 03 Apr 2024US$173.8bUS$15.4bUS$3.9b39.1x44.7x11.3x
Fri, 01 Mar 2024US$179.2bUS$15.4bUS$3.9b39x46.1x11.7x
Sun, 28 Jan 2024US$174.2bUS$15.3bUS$4.1b38.2x43x11.4x
Tue, 26 Dec 2023US$181.4bUS$15.2bUS$4.0b39x45.3x12x
Thu, 23 Nov 2023US$154.3bUS$15.2bUS$4.0b34x38.5x10.2x
Sat, 21 Oct 2023US$142.4bUS$15.2bUS$4.0b30.4x35.9x9.4x
Mon, 18 Sep 2023US$169.9bUS$15.0bUS$4.3b34.7x39.8x11.3x
Wed, 16 Aug 2023US$168.3bUS$15.0bUS$4.3b33.9x39.4x11.2x
Fri, 14 Jul 2023US$175.0bUS$13.8bUS$3.8b28x46.3x12.7x
Sun, 11 Jun 2023US$166.3bUS$13.8bUS$3.8b27.6x44x12.1x
Tue, 09 May 2023US$172.8bUS$13.8bUS$3.8b26.2x45.8x12.6x
Thu, 06 Apr 2023US$166.5bUS$13.0bUS$4.4b30.3x37.4x12.8x
Price to Earnings Ratio

37.4x


Total Market Cap: US$166.5bTotal Earnings: US$4.4bTotal Revenue: US$13.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 43.5xJulyOctober2024AprilJulyOctober
Current Industry PE
  • Investors are optimistic on the American Industrial REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 52.4x which is higher than its 3-year average PE of 43.5x.
  • The 3-year average PS ratio of 10.8x is higher than the industry's current PS ratio of 8.4x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 9.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 17% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate industry?

US Market-1.19%
Real Estate0.65%
Industrial REITs1.00%
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$42.952.6%
+US$242.0m
-9.7%PB1.2x
IIPR Innovative Industrial PropertiesUS$106.203.0%
+US$89.0m
32.8%PB1.6x
ILPT Industrial Logistics Properties TrustUS$3.835.2%
+US$12.6m
28.3%PB0.4x
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