Have your own idea? Try our Stock Screener
U.S. Industrial REITs Industry Analysis
UpdatedJan 20, 2025
DataAggregated Company Financials
Companies13
- 7D5.3%
- 3M-10.8%
- 1Y-15.4%
- YTDn/a
Over the last 7 days, the Industrial REITs industry has risen 5.3%, driven by gains from every company within the industry. In contrast, the industry has lost 15% in the last 12 months. Earnings are forecast to grow by 12% 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jan 2025 | US$165.7b | US$20.9b | US$3.3b | 33.6x | 49.5x | 7.9x |
| Wed, 18 Dec 2024 | US$168.9b | US$20.9b | US$3.3b | 34.5x | 50.4x | 8.1x |
| Fri, 15 Nov 2024 | US$178.3b | US$20.9b | US$3.3b | 35.6x | 53.3x | 8.5x |
| Sun, 13 Oct 2024 | US$187.8b | US$20.7b | US$3.6b | 38.5x | 52.8x | 9.1x |
| Tue, 10 Sep 2024 | US$201.9b | US$20.7b | US$3.6b | 40.8x | 56.8x | 9.8x |
| Thu, 08 Aug 2024 | US$192.6b | US$20.6b | US$3.6b | 38.9x | 53.7x | 9.3x |
| Sat, 06 Jul 2024 | US$158.9b | US$15.6b | US$4.0b | 36.2x | 39.3x | 10.2x |
| Mon, 03 Jun 2024 | US$155.2b | US$15.6b | US$4.0b | 34.5x | 38.4x | 9.9x |
| Wed, 01 May 2024 | US$144.1b | US$15.6b | US$4.0b | 33.6x | 35.7x | 9.2x |
| Fri, 29 Mar 2024 | US$175.4b | US$15.4b | US$3.9b | 41x | 45.2x | 11.4x |
| Sun, 25 Feb 2024 | US$179.3b | US$15.3b | US$3.9b | 38.5x | 46.2x | 11.7x |
| Tue, 23 Jan 2024 | US$196.0b | US$16.5b | US$5.0b | 36.9x | 39.2x | 11.9x |
| Thu, 21 Dec 2023 | US$201.4b | US$16.3b | US$5.0b | 37x | 40.6x | 12.4x |
| Sat, 18 Nov 2023 | US$172.1b | US$16.3b | US$5.0b | 32.5x | 34.7x | 10.6x |
| Mon, 16 Oct 2023 | US$170.6b | US$16.1b | US$5.2b | 31.4x | 32.7x | 10.6x |
| Wed, 13 Sep 2023 | US$188.2b | US$16.1b | US$5.2b | 34x | 36.1x | 11.7x |
| Fri, 11 Aug 2023 | US$187.0b | US$16.1b | US$5.2b | 33.4x | 35.9x | 11.6x |
| Sun, 09 Jul 2023 | US$186.6b | US$14.9b | US$4.7b | 25.2x | 39.5x | 12.5x |
| Tue, 06 Jun 2023 | US$189.6b | US$14.9b | US$4.7b | 26.7x | 40.1x | 12.7x |
| Thu, 04 May 2023 | US$187.2b | US$14.9b | US$4.7b | 26.2x | 39.8x | 12.6x |
| Sat, 01 Apr 2023 | US$188.7b | US$14.2b | US$5.4b | 28.1x | 35x | 13.3x |
| Mon, 27 Feb 2023 | US$186.3b | US$14.2b | US$5.4b | 28.5x | 34.5x | 13.2x |
| Wed, 25 Jan 2023 | US$190.4b | US$13.7b | US$5.8b | 26.7x | 32.9x | 13.9x |
| Fri, 23 Dec 2022 | US$174.1b | US$13.6b | US$6.5b | 24.9x | 27x | 12.8x |
| Sun, 20 Nov 2022 | US$176.3b | US$13.6b | US$6.5b | 24.8x | 27.3x | 13x |
| Tue, 18 Oct 2022 | US$135.3b | US$12.8b | US$6.1b | 19.8x | 22.2x | 10.6x |
| Thu, 15 Sep 2022 | US$164.0b | US$12.8b | US$6.1b | 24x | 26.9x | 12.8x |
| Sat, 13 Aug 2022 | US$184.2b | US$12.8b | US$6.1b | 27.3x | 30.2x | 14.4x |
| Mon, 11 Jul 2022 | US$164.7b | US$12.4b | US$6.1b | 26.1x | 26.8x | 13.3x |
| Wed, 08 Jun 2022 | US$173.3b | US$12.4b | US$6.1b | 29.4x | 28.2x | 14x |
| Fri, 06 May 2022 | US$185.1b | US$12.3b | US$6.2b | 31.2x | 30x | 15.1x |
| Sun, 03 Apr 2022 | US$214.6b | US$12.3b | US$5.2b | 47.1x | 41.2x | 17.5x |
| Tue, 01 Mar 2022 | US$192.1b | US$12.3b | US$5.2b | 40.3x | 37.1x | 15.6x |
| Thu, 27 Jan 2022 | US$197.3b | US$11.9b | US$4.9b | 41.9x | 40x | 16.5x |
Price to Earnings Ratio
40x
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 49.5x which is higher than its 3-year average PE of 37.6x.
- The 3-year average PS ratio of 12.0x is higher than the industry's current PS ratio of 7.9x.
Past Earnings Growth
- The earnings for companies in the Industrial REITs industry have declined 12% 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 | 3.25% | |
| Real Estate | 4.54% | |
| REITS | 3.06% | |
| Industrial REITs | 5.25% | |
| Office REITs | 7.17% | |
| Specialized REITs | 4.90% | |
| Healthcare REITs | 3.84% | |
| Residential REITs | 3.35% | |
| Retail REITs | 3.25% | |
| Diversified REITs | 3.06% | |
| Hotel and Resort REITs | 0.78% | |
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$109.48 | 3.9% +US$3.8b | -15.0% | PB1.9x | |
| LINE Lineage | US$58.18 | 4.6% +US$588.7m | n/a | PB1.5x | |
| TRNO Terreno Realty | US$61.21 | 4.2% +US$246.3m | -2.0% | PB1.7x | |
| FR First Industrial Realty Trust | US$50.78 | 3.3% +US$214.4m | -5.6% | PB2.6x | |
| STAG STAG Industrial | US$33.95 | 3.0% +US$182.2m | -12.1% | PB1.9x |