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U.S. Industrial REITs Industry Analysis

UpdatedMay 18, 2025
DataAggregated Company Financials
Companies13
  • 7D3.6%
  • 3M-8.9%
  • 1Y-4.3%
  • YTDn/a

All of the companies in the Industrial REITs industry have been up over the last week, with the industry up 3.6%. In contrast, the industry has lost 4.3% in the last 12 months. Looking forward, earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 18 May 2025US$164.6bUS$21.5bUS$4.4b27.5x37.1x7.7x
Tue, 15 Apr 2025US$148.0bUS$21.3bUS$4.3b26.4x34.1x6.9x
Thu, 13 Mar 2025US$177.4bUS$21.3bUS$4.3b31.3x40.9x8.3x
Sat, 08 Feb 2025US$177.6bUS$21.3bUS$4.0b34.4x44.5x8.3x
Mon, 06 Jan 2025US$162.0bUS$20.9bUS$3.3b33.2x48.4x7.7x
Wed, 04 Dec 2024US$177.2bUS$20.9bUS$3.3b35.7x52.9x8.5x
Fri, 01 Nov 2024US$178.5bUS$20.9bUS$3.8b36.2x46.4x8.6x
Sun, 29 Sep 2024US$196.7bUS$20.7bUS$3.6b40.7x55.3x9.5x
Tue, 27 Aug 2024US$202.7bUS$20.7bUS$3.6b41.3x57x9.8x
Thu, 25 Jul 2024US$176.7bUS$15.3bUS$3.7b40.1x47.4x11.6x
Sat, 22 Jun 2024US$153.7bUS$15.6bUS$4.0b35.1x38x9.8x
Mon, 20 May 2024US$156.9bUS$15.6bUS$4.0b35.6x38.8x10x
Wed, 17 Apr 2024US$160.0bUS$15.4bUS$3.9b36.1x41.2x10.4x
Fri, 15 Mar 2024US$180.0bUS$15.4bUS$3.9b38.3x46.3x11.7x
Sun, 11 Feb 2024US$179.3bUS$15.4bUS$4.1b37.7x43.9x11.7x
Tue, 09 Jan 2024US$197.5bUS$16.3bUS$5.0b37.2x39.8x12.1x
Thu, 07 Dec 2023US$183.6bUS$16.3bUS$5.0b34.5x37x11.3x
Sat, 04 Nov 2023US$168.4bUS$16.3bUS$5.0b32.1x34x10.3x
Mon, 02 Oct 2023US$174.7bUS$16.1bUS$5.2b31.8x33.5x10.8x
Wed, 30 Aug 2023US$191.0bUS$16.1bUS$5.2b34.7x36.6x11.9x
Fri, 28 Jul 2023US$196.1bUS$16.1bUS$5.4b27.2x36.3x12.1x
Sun, 25 Jun 2023US$179.8bUS$14.9bUS$4.7b24.3x38x12.1x
Tue, 23 May 2023US$188.1bUS$14.9bUS$4.7b26.5x39.8x12.6x
Thu, 20 Apr 2023US$188.0bUS$14.2bUS$5.4b26.3x34.8x13.3x
Sat, 18 Mar 2023US$178.7bUS$14.2bUS$5.4b26.6x33.1x12.6x
Mon, 13 Feb 2023US$192.9bUS$13.8bUS$5.8b26.1x33.5x13.9x
Wed, 11 Jan 2023US$177.3bUS$13.6bUS$6.5b25.3x27.5x13x
Fri, 09 Dec 2022US$179.0bUS$13.6bUS$6.5b25.3x27.7x13.2x
Sun, 06 Nov 2022US$168.1bUS$13.5bUS$6.5b24.2x26x12.4x
Tue, 04 Oct 2022US$142.8bUS$12.8bUS$6.1b20.7x23.4x11.1x
Thu, 01 Sep 2022US$167.5bUS$12.8bUS$6.1b24.7x27.5x13.1x
Sat, 30 Jul 2022US$177.9bUS$12.7bUS$6.0b26.3x29.6x14x
Mon, 27 Jun 2022US$166.4bUS$12.4bUS$6.1b26.3x27.1x13.4x
Wed, 25 May 2022US$161.3bUS$12.4bUS$6.1b27.6x26.3x13x
Price to Earnings Ratio

26.3x


Total Market Cap: US$161.3bTotal Earnings: US$6.1bTotal Revenue: US$12.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 37.9x202320242025
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 37.9x.
  • The 3-year average PS ratio of 11.1x is higher than the industry's current PS ratio of 7.7x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 10% per year over the last three years.
  • Meanwhile revenues for these companies have grown 20% 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 Comparison

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

US Market5.34%
Real Estate1.43%
REITS1.20%
Industrial REITs3.58%
Hotel and Resort REITs4.18%
Office REITs3.68%
Specialized REITs2.55%
Residential REITs1.41%
Retail REITs1.41%
Diversified REITs1.20%
Healthcare REITs-0.20%
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
PLD PrologisUS$110.553.4%
+US$3.4b
-0.9%PB1.9x
LINE LineageUS$47.634.4%
+US$459.5m
n/aPB1.3x
REXR Rexford Industrial RealtyUS$35.724.5%
+US$363.6m
-22.9%PB1x
COLD Americold Realty TrustUS$18.206.3%
+US$307.5m
-28.3%PB1.6x
EGP EastGroup PropertiesUS$173.083.0%
+US$268.5m
4.3%PB2.7x
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Latest News

COLD

US$18.20

Americold Realty Trust

7D

6.3%

1Y

-28.3%

STAG

US$35.86

STAG Industrial

7D

3.6%

1Y

-1.4%

PLD

US$110.55

Prologis

7D

3.4%

1Y

-0.9%

TRNO

US$58.62

Terreno Realty

7D

2.6%

1Y

0.9%

LINE

US$47.63

Lineage

7D

4.4%

1Y

n/a

FR

US$51.12

First Industrial Realty Trust

7D

3.2%

1Y

6.4%

EGP

US$173.08

EastGroup Properties

7D

3.0%

1Y

4.3%