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U.S. Industrial REITs Industry Analysis

UpdatedMay 24, 2024
DataAggregated Company Financials
Companies12
  • 7D-4.1%
  • 3M-17.0%
  • 1Y-10.9%
  • YTD-19.1%

Over the last 7 days, the Industrial REITs industry has dropped 4.1%, driven by a pullback from Prologis of 4.6%. Overall the industry is down 11% in 12 months. Earnings are forecast to grow by 7.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 May 2024US$154.2bUS$15.6bUS$4.0b34.5x38.1x9.9x
Sun, 21 Apr 2024US$145.7bUS$15.6bUS$4.0b34.1x36.2x9.4x
Tue, 19 Mar 2024US$173.6bUS$15.4bUS$3.9b37.7x44.7x11.3x
Thu, 15 Feb 2024US$177.2bUS$15.4bUS$4.1b36.2x43x11.5x
Sat, 13 Jan 2024US$179.8bUS$15.2bUS$4.0b38.8x44.8x11.8x
Mon, 11 Dec 2023US$163.4bUS$15.2bUS$4.0b36.4x40.8x10.8x
Wed, 08 Nov 2023US$147.2bUS$15.2bUS$4.0b32x36.7x9.7x
Fri, 06 Oct 2023US$152.0bUS$15.0bUS$4.3b31.6x35.6x10.1x
Sun, 03 Sep 2023US$172.3bUS$15.0bUS$4.3b35.1x40.4x11.5x
Tue, 01 Aug 2023US$171.5bUS$15.0bUS$4.5b27.3x38.4x11.4x
Thu, 29 Jun 2023US$166.1bUS$13.8bUS$3.8b26.3x44x12.1x
Sat, 27 May 2023US$169.6bUS$13.8bUS$3.8b27.5x44.9x12.3x
Mon, 24 Apr 2023US$168.6bUS$13.7bUS$3.8b30.3x44.4x12.3x
Price to Earnings Ratio

38.2x


Total Market Cap: US$170.0bTotal 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 41.4xJulyOctober2024April
Current Industry PE
  • Investors are pessimistic on the American Industrial REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 38.1x which is lower than its 3-year average PE of 41.4x.
  • The 3-year average PS ratio of 11.3x is higher than the industry's current PS ratio of 9.9x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 3.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.2% 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-0.91%
Real Estate-3.72%
Industrial REITs-4.14%
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
COLD Americold Realty TrustUS$25.262.0%
+US$142.0m
-12.8%PB2x
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Latest News

EGP

US$160.87

EastGroup Properties

7D

-3.5%

1Y

0.7%

STAG

US$35.13

STAG Industrial

7D

-3.5%

1Y

3.8%

PLD

US$105.64

Prologis

7D

-4.6%

1Y

-13.4%

TRNO

US$56.60

Terreno Realty

7D

-2.2%

1Y

-4.7%

COLD

US$25.26

Americold Realty Trust

7D

2.0%

1Y

-12.8%

FR

US$46.27

First Industrial Realty Trust

7D

-4.1%

1Y

-9.7%

LXP

US$8.52

LXP Industrial Trust

7D

-4.5%

1Y

-14.2%