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U.S. Industrial REITs Industry Analysis
UpdatedNov 20, 2024
DataAggregated Company Financials
Companies13
- 7D1.0%
- 3M-10.9%
- 1Y3.0%
- YTDn/a
Over the last 7 days, the Industrial REITs industry has risen 1.0%, driven by gains from Rexford Industrial Realty of 2.6%. This takes the industry's 12 month performance to a gain of 3.0%. As for the next few years, earnings are expected to grow by 13% per annum.
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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | US$175.6b | US$20.9b | US$3.3b | 36.2x | 52.4x | 8.4x |
| Sat, 19 Oct 2024 | US$190.6b | US$20.8b | US$3.8b | 37.7x | 49.6x | 9.1x |
| Mon, 16 Sep 2024 | US$202.4b | US$20.7b | US$3.6b | 41.4x | 56.9x | 9.8x |
| Wed, 14 Aug 2024 | US$191.3b | US$20.7b | US$3.6b | 39.7x | 52.9x | 9.3x |
| Fri, 12 Jul 2024 | US$163.1b | US$15.6b | US$4.0b | 38.1x | 40.3x | 10.4x |
| Sun, 09 Jun 2024 | US$154.6b | US$15.6b | US$4.0b | 34.3x | 38.2x | 9.9x |
| Tue, 07 May 2024 | US$147.8b | US$15.6b | US$4.0b | 34.9x | 36.7x | 9.5x |
| Thu, 04 Apr 2024 | US$171.3b | US$15.4b | US$3.9b | 39.1x | 44.1x | 11.2x |
| Sat, 02 Mar 2024 | US$178.7b | US$15.4b | US$3.9b | 39.5x | 46x | 11.6x |
| Mon, 29 Jan 2024 | US$193.0b | US$16.5b | US$5.0b | 36x | 38.6x | 11.7x |
| Wed, 27 Dec 2023 | US$200.2b | US$16.3b | US$5.0b | 37.5x | 40.4x | 12.3x |
| Fri, 24 Nov 2023 | US$172.7b | US$16.3b | US$5.0b | 32.8x | 34.8x | 10.6x |
| Sun, 22 Oct 2023 | US$161.2b | US$16.3b | US$4.9b | 30.3x | 32.8x | 9.9x |
| Tue, 19 Sep 2023 | US$187.9b | US$16.1b | US$5.2b | 34.2x | 36x | 11.7x |
| Thu, 17 Aug 2023 | US$186.0b | US$16.1b | US$5.2b | 33.2x | 35.7x | 11.5x |
| Sat, 15 Jul 2023 | US$194.4b | US$14.9b | US$4.7b | 26.2x | 41.1x | 13.1x |
| Mon, 12 Jun 2023 | US$185.0b | US$14.9b | US$4.7b | 25.8x | 39.1x | 12.4x |
| Wed, 10 May 2023 | US$189.9b | US$14.9b | US$4.7b | 25.8x | 40.2x | 12.8x |
| Fri, 07 Apr 2023 | US$185.9b | US$14.2b | US$5.4b | 27x | 34.5x | 13.1x |
| Sun, 05 Mar 2023 | US$192.4b | US$14.2b | US$5.4b | 28.6x | 35.5x | 13.6x |
| Tue, 31 Jan 2023 | US$191.8b | US$13.7b | US$5.8b | 26.8x | 33.1x | 14x |
| Thu, 29 Dec 2022 | US$170.3b | US$13.6b | US$6.5b | 24.6x | 26.4x | 12.5x |
| Sat, 26 Nov 2022 | US$178.5b | US$13.6b | US$6.5b | 25x | 27.6x | 13.1x |
| Mon, 24 Oct 2022 | US$140.3b | US$13.4b | US$6.5b | 21.1x | 21.6x | 10.5x |
| Wed, 21 Sep 2022 | US$152.4b | US$12.8b | US$6.1b | 22x | 25x | 11.9x |
| Fri, 19 Aug 2022 | US$183.2b | US$12.8b | US$6.1b | 27.1x | 30x | 14.3x |
| Sun, 17 Jul 2022 | US$163.0b | US$12.4b | US$6.1b | 24.2x | 26.5x | 13.2x |
| Tue, 14 Jun 2022 | US$151.3b | US$12.4b | US$6.1b | 26.3x | 24.6x | 12.2x |
| Thu, 12 May 2022 | US$166.7b | US$12.4b | US$6.1b | 28.6x | 27.1x | 13.5x |
| Sat, 09 Apr 2022 | US$213.2b | US$12.1b | US$5.2b | 44.9x | 41.2x | 17.6x |
| Mon, 07 Mar 2022 | US$197.7b | US$12.3b | US$5.2b | 40.2x | 38.2x | 16.1x |
| Wed, 02 Feb 2022 | US$200.6b | US$11.9b | US$4.9b | 42.8x | 41.2x | 16.8x |
| Fri, 31 Dec 2021 | US$222.5b | US$11.7b | US$4.0b | 52.8x | 56x | 19x |
| Sun, 28 Nov 2021 | US$200.6b | US$11.7b | US$4.0b | 51.5x | 50.5x | 17.2x |
Price to Earnings Ratio
50.5x
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 37.8x.
- The 3-year average PS ratio of 12.6x 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 5.5% per year over the last three years.
- Meanwhile revenues for these companies have grown 21% 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 | -1.19% | |
| Real Estate | 0.65% | |
| REITS | 1.38% | |
| Industrial REITs | 1.00% | |
| Specialized REITs | 1.92% | |
| Diversified REITs | 1.38% | |
| Retail REITs | 1.06% | |
| Residential REITs | 0.39% | |
| Healthcare REITs | 0.063% | |
| Office REITs | -1.87% | |
| Hotel and Resort REITs | -3.45% | |
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 | |
|---|---|---|---|---|---|
| REXR Rexford Industrial Realty | US$42.95 | 2.6% +US$242.0m | -9.7% | PB1.2x | |
| IIPR Innovative Industrial Properties | US$106.20 | 3.0% +US$89.0m | 32.8% | PB1.6x | |
| ILPT Industrial Logistics Properties Trust | US$3.83 | 5.2% +US$12.6m | 28.3% | PB0.4x |