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U.S. Industrial REITs Industry Analysis

UpdatedMar 28, 2024
DataAggregated Company Financials
Companies12
  • 7D0.1%
  • 3M-5.5%
  • 1Y5.0%
  • YTD-5.0%

The Industrial REITs industry has stayed flat over the last week. The past year has been better, since the industry has gained 5.0% in that time. As for the next few years, earnings are expected to grow by 8.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Mar 2024US$176.2bUS$15.4bUS$3.9b40.3x45.3x11.5x
Sat, 24 Feb 2024US$179.3bUS$15.3bUS$3.9b38.5x46.2x11.7x
Mon, 22 Jan 2024US$176.6bUS$15.3bUS$4.1b38.2x43.6x11.5x
Wed, 20 Dec 2023US$182.6bUS$15.2bUS$4.0b39x45.6x12x
Fri, 17 Nov 2023US$153.3bUS$15.2bUS$4.0b33.9x38.2x10.1x
Sun, 15 Oct 2023US$151.9bUS$15.0bUS$4.3b31.9x35.6x10.1x
Tue, 12 Sep 2023US$169.4bUS$15.0bUS$4.3b34.4x39.7x11.3x
Thu, 10 Aug 2023US$168.9bUS$15.0bUS$4.3b34.2x39.6x11.3x
Sat, 08 Jul 2023US$167.8bUS$13.8bUS$3.8b26.4x44.4x12.2x
Mon, 05 Jun 2023US$170.8bUS$13.8bUS$3.8b28.7x45.2x12.4x
Wed, 03 May 2023US$166.3bUS$13.8bUS$3.8b30.4x44.3x12.1x
Fri, 31 Mar 2023US$166.2bUS$13.0bUS$4.4b30.4x37.4x12.7x
Price to Earnings Ratio

37.4x


Total Market Cap: US$166.2bTotal 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 41.6xAprilJulyOctober2024
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 45.3x which is higher than its 3-year average PE of 41.6x.
  • The industry is trading close to its 3-year average PS ratio of 11.5x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 4.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.6% 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 Market0.38%
Real Estate0.70%
Industrial REITs0.12%
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$49.88-1.6%
US$730.4m
-13.0%PB1.5x
TRNO Terreno RealtyUS$65.332.6%
+US$650.1m
3.6%PB2.1x
PLD PrologisUS$128.860.1%
+US$148.0m
7.5%PB2.2x
IIPR Innovative Industrial PropertiesUS$104.354.9%
+US$138.2m
36.5%PB1.5x
STAG STAG IndustrialUS$38.090.8%
+US$58.2m
14.2%PB2.1x
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Latest News

REXR

US$49.88

Rexford Industrial Realty

7D

-1.6%

1Y

-13.0%

TRNO

US$65.33

Terreno Realty

7D

2.6%

1Y

3.6%

LXP

US$8.89

LXP Industrial Trust

7D

-2.0%

1Y

-11.5%

ILPT

US$4.32

Industrial Logistics Properties Trust

7D

6.4%

1Y

44.0%

FR

US$52.07

First Industrial Realty Trust

7D

0.1%

1Y

0.3%

PLYM

US$22.11

Plymouth Industrial REIT

7D

-0.09%

1Y

8.6%

IIPR

US$104.35

Innovative Industrial Properties

7D

4.9%

1Y

36.5%

COLD

US$24.77

Americold Realty Trust

7D

-0.2%

1Y

-11.5%

EGP

US$178.10

EastGroup Properties

7D

-0.8%

1Y

10.1%