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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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 28 May 2025US$155.5bUS$21.5bUS$4.4b26.6x35.1x7.2x
Fri, 25 Apr 2025US$155.6bUS$21.6bUS$4.3b27.5x35.9x7.2x
Sun, 23 Mar 2025US$166.9bUS$21.3bUS$4.3b30.3x38.5x7.8x
Tue, 18 Feb 2025US$179.8bUS$21.3bUS$4.0b34.8x44.8x8.4x
Thu, 16 Jan 2025US$163.3bUS$20.9bUS$3.3b33.3x48.8x7.8x
Sat, 14 Dec 2024US$171.9bUS$20.9bUS$3.3b35.3x51.3x8.2x
Mon, 11 Nov 2024US$179.0bUS$20.9bUS$3.3b36.7x53.4x8.6x
Wed, 09 Oct 2024US$187.8bUS$20.7bUS$3.6b38.7x52.8x9.1x
Fri, 06 Sep 2024US$200.4bUS$20.7bUS$3.6b40.9x56.4x9.7x
Sun, 04 Aug 2024US$196.4bUS$20.6bUS$3.6b39.9x54.8x9.5x
Tue, 02 Jul 2024US$157.4bUS$15.6bUS$4.0b35.6x38.9x10.1x
Thu, 30 May 2024US$148.8bUS$15.6bUS$4.0b33.8x36.8x9.5x
Sat, 27 Apr 2024US$146.1bUS$15.6bUS$4.0b33.6x36.2x9.4x
Mon, 25 Mar 2024US$175.0bUS$15.4bUS$3.9b38.7x45x11.4x
Wed, 21 Feb 2024US$180.3bUS$15.4bUS$4.1b36.6x44x11.7x
Fri, 19 Jan 2024US$192.1bUS$16.5bUS$5.0b35.9x38.4x11.7x
Sun, 17 Dec 2023US$201.8bUS$16.3bUS$5.0b36.9x40.7x12.4x
Tue, 14 Nov 2023US$162.4bUS$16.3bUS$5.0b30.7x32.8x10x
Thu, 12 Oct 2023US$174.8bUS$16.1bUS$5.2b32.2x33.5x10.9x
Sat, 09 Sep 2023US$189.7bUS$16.1bUS$5.2b34.2x36.4x11.8x
Mon, 07 Aug 2023US$187.3bUS$16.1bUS$5.2b33.7x35.9x11.6x
Wed, 05 Jul 2023US$189.3bUS$14.9bUS$4.7b25.8x40.1x12.7x
Fri, 02 Jun 2023US$186.1bUS$14.9bUS$4.7b26.5x39.4x12.5x
Sun, 30 Apr 2023US$188.3bUS$14.9bUS$4.7b25.9x40x12.6x
Tue, 28 Mar 2023US$179.4bUS$14.2bUS$5.4b26.8x33.3x12.7x
Thu, 23 Feb 2023US$188.1bUS$14.1bUS$5.4b28.9x34.9x13.3x
Sat, 21 Jan 2023US$186.3bUS$13.7bUS$5.8b26.4x32.2x13.6x
Mon, 19 Dec 2022US$172.7bUS$13.6bUS$6.5b24.7x26.8x12.7x
Wed, 16 Nov 2022US$174.3bUS$13.6bUS$6.5b24.2x27x12.8x
Fri, 14 Oct 2022US$140.2bUS$12.8bUS$6.1b20.4x23x10.9x
Sun, 11 Sep 2022US$174.0bUS$12.8bUS$6.1b25.7x28.5x13.6x
Tue, 09 Aug 2022US$176.3bUS$12.8bUS$6.1b26.1x28.9x13.8x
Thu, 07 Jul 2022US$164.7bUS$12.4bUS$6.1b26x26.8x13.3x
Sat, 04 Jun 2022US$170.8bUS$12.4bUS$6.1b28.9x27.8x13.8x
Price to Earnings Ratio

27.8x


Total Market Cap: US$170.8bTotal 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 7.2x.
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%
REITS0.65%
Industrial REITs-2.15%
Hotel and Resort REITs1.13%
Diversified REITs0.65%
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?

CompanyLast Price7D1YValuation
PLD PrologisUS$107.923.1%
+US$3.0b
2.8%PB1.9x
REXR Rexford Industrial RealtyUS$35.905.5%
+US$443.9m
-19.0%PB1x
STAG STAG IndustrialUS$35.483.1%
+US$201.5m
3.6%PB1.9x
EGP EastGroup PropertiesUS$168.461.2%
+US$105.9m
6.0%PB2.6x
TRNO Terreno RealtyUS$56.571.7%
+US$95.1m
2.0%PB1.5x
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