Have your own idea? Try our Stock Screener
U.S. Industrial REITs Industry Analysis
UpdatedMay 28, 2025
DataAggregated Company Financials
Companies13
- 7D-2.2%
- 3M-13.2%
- 1Y-2.6%
- YTDn/a
Over the last 7 days, the Industrial REITs industry has dropped 2.2%, driven by a pullback from Prologis of 1.9%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 10% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 28 May 2025 | US$155.5b | US$21.5b | US$4.4b | 26.6x | 35.1x | 7.2x |
| Fri, 25 Apr 2025 | US$155.6b | US$21.6b | US$4.3b | 27.5x | 35.9x | 7.2x |
| Sun, 23 Mar 2025 | US$166.9b | US$21.3b | US$4.3b | 30.3x | 38.5x | 7.8x |
| Tue, 18 Feb 2025 | US$179.8b | US$21.3b | US$4.0b | 34.8x | 44.8x | 8.4x |
| Thu, 16 Jan 2025 | US$163.3b | US$20.9b | US$3.3b | 33.3x | 48.8x | 7.8x |
| Sat, 14 Dec 2024 | US$171.9b | US$20.9b | US$3.3b | 35.3x | 51.3x | 8.2x |
| Mon, 11 Nov 2024 | US$179.0b | US$20.9b | US$3.3b | 36.7x | 53.4x | 8.6x |
| Wed, 09 Oct 2024 | US$187.8b | US$20.7b | US$3.6b | 38.7x | 52.8x | 9.1x |
| Fri, 06 Sep 2024 | US$200.4b | US$20.7b | US$3.6b | 40.9x | 56.4x | 9.7x |
| Sun, 04 Aug 2024 | US$196.4b | US$20.6b | US$3.6b | 39.9x | 54.8x | 9.5x |
| Tue, 02 Jul 2024 | US$157.4b | US$15.6b | US$4.0b | 35.6x | 38.9x | 10.1x |
| Thu, 30 May 2024 | US$148.8b | US$15.6b | US$4.0b | 33.8x | 36.8x | 9.5x |
| Sat, 27 Apr 2024 | US$146.1b | US$15.6b | US$4.0b | 33.6x | 36.2x | 9.4x |
| Mon, 25 Mar 2024 | US$175.0b | US$15.4b | US$3.9b | 38.7x | 45x | 11.4x |
| Wed, 21 Feb 2024 | US$180.3b | US$15.4b | US$4.1b | 36.6x | 44x | 11.7x |
| Fri, 19 Jan 2024 | US$192.1b | US$16.5b | US$5.0b | 35.9x | 38.4x | 11.7x |
| Sun, 17 Dec 2023 | US$201.8b | US$16.3b | US$5.0b | 36.9x | 40.7x | 12.4x |
| Tue, 14 Nov 2023 | US$162.4b | US$16.3b | US$5.0b | 30.7x | 32.8x | 10x |
| Thu, 12 Oct 2023 | US$174.8b | US$16.1b | US$5.2b | 32.2x | 33.5x | 10.9x |
| Sat, 09 Sep 2023 | US$189.7b | US$16.1b | US$5.2b | 34.2x | 36.4x | 11.8x |
| Mon, 07 Aug 2023 | US$187.3b | US$16.1b | US$5.2b | 33.7x | 35.9x | 11.6x |
| Wed, 05 Jul 2023 | US$189.3b | US$14.9b | US$4.7b | 25.8x | 40.1x | 12.7x |
| Fri, 02 Jun 2023 | US$186.1b | US$14.9b | US$4.7b | 26.5x | 39.4x | 12.5x |
| Sun, 30 Apr 2023 | US$188.3b | US$14.9b | US$4.7b | 25.9x | 40x | 12.6x |
| Tue, 28 Mar 2023 | US$179.4b | US$14.2b | US$5.4b | 26.8x | 33.3x | 12.7x |
| Thu, 23 Feb 2023 | US$188.1b | US$14.1b | US$5.4b | 28.9x | 34.9x | 13.3x |
| Sat, 21 Jan 2023 | US$186.3b | US$13.7b | US$5.8b | 26.4x | 32.2x | 13.6x |
| Mon, 19 Dec 2022 | US$172.7b | US$13.6b | US$6.5b | 24.7x | 26.8x | 12.7x |
| Wed, 16 Nov 2022 | US$174.3b | US$13.6b | US$6.5b | 24.2x | 27x | 12.8x |
| Fri, 14 Oct 2022 | US$140.2b | US$12.8b | US$6.1b | 20.4x | 23x | 10.9x |
| Sun, 11 Sep 2022 | US$174.0b | US$12.8b | US$6.1b | 25.7x | 28.5x | 13.6x |
| Tue, 09 Aug 2022 | US$176.3b | US$12.8b | US$6.1b | 26.1x | 28.9x | 13.8x |
| Thu, 07 Jul 2022 | US$164.7b | US$12.4b | US$6.1b | 26x | 26.8x | 13.3x |
| Sat, 04 Jun 2022 | US$170.8b | US$12.4b | US$6.1b | 28.9x | 27.8x | 13.8x |
Price to Earnings Ratio
27.8x
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 7.2x.
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 Market | -0.30% | |
| Real Estate | -1.39% | |
| REITS | 0.65% | |
| Industrial REITs | -2.15% | |
| Hotel and Resort REITs | 1.13% | |
| Diversified REITs | 0.65% | |
| Healthcare REITs | -0.23% | |
| Office REITs | -0.54% | |
| Specialized REITs | -0.71% | |
| Retail REITs | -0.98% | |
| Residential REITs | -3.78% | |
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 | |
|---|---|---|---|---|---|
| PLD Prologis | US$107.92 | 3.1% +US$3.0b | 2.8% | PB1.9x | |
| REXR Rexford Industrial Realty | US$35.90 | 5.5% +US$443.9m | -19.0% | PB1x | |
| STAG STAG Industrial | US$35.48 | 3.1% +US$201.5m | 3.6% | PB1.9x | |
| EGP EastGroup Properties | US$168.46 | 1.2% +US$105.9m | 6.0% | PB2.6x | |
| TRNO Terreno Realty | US$56.57 | 1.7% +US$95.1m | 2.0% | PB1.5x |