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U.S. Industrial REITs Industry Analysis

UpdatedJul 08, 2024
DataAggregated Company Financials
Companies12
  • 7D2.1%
  • 3M-7.7%
  • 1Y-5.8%
  • YTD-13.4%

The Industrial REITs industry is up 2.1% in the last week, with Prologis up 2.2%. In the past year, the industry is down 5.8%. Earnings are forecast to grow by 7.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 09 Jul 2024US$160.1bUS$15.6bUS$4.0b36.2x39.6x10.3x
Thu, 06 Jun 2024US$153.6bUS$15.6bUS$4.0b34.1x38x9.8x
Sat, 04 May 2024US$147.4bUS$15.6bUS$4.0b35.4x36.7x9.4x
Mon, 01 Apr 2024US$177.2bUS$15.4bUS$3.9b41x45.6x11.5x
Wed, 28 Feb 2024US$178.0bUS$15.4bUS$3.9b38.3x45.8x11.6x
Fri, 26 Jan 2024US$172.5bUS$15.3bUS$4.1b38x42.6x11.2x
Sun, 24 Dec 2023US$181.4bUS$15.2bUS$4.0b39x45.3x12x
Tue, 21 Nov 2023US$153.3bUS$15.2bUS$4.0b33.8x38.3x10.1x
Thu, 19 Oct 2023US$146.2bUS$15.0bUS$4.3b31.1x34.3x9.8x
Sat, 16 Sep 2023US$167.7bUS$15.0bUS$4.3b35x39.3x11.2x
Mon, 14 Aug 2023US$169.8bUS$15.0bUS$4.3b34.5x39.8x11.3x
Wed, 12 Jul 2023US$170.4bUS$13.8bUS$3.8b27.7x45.1x12.4x
Fri, 09 Jun 2023US$170.7bUS$13.8bUS$3.8b28.5x45.2x12.4x
Sun, 07 May 2023US$172.8bUS$13.8bUS$3.8b26.2x45.8x12.6x
Tue, 04 Apr 2023US$168.6bUS$13.0bUS$4.4b30.6x37.9x12.9x
Price to Earnings Ratio

37.9x


Total Market Cap: US$168.6bTotal Earnings: US$4.4bTotal Revenue: US$13.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 41.1xJulyOctober2024AprilJuly
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 41.1x.
  • The industry is trading close to its 3-year average PS ratio of 11.2x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have declined 3.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.2% 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 Trends

Which industries have driven the changes within the U.S. Real Estate industry?

US Market1.70%
Real Estate0.63%
Industrial REITs2.06%
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$114.412.2%
+US$2.3b
-6.1%PB2x
REXR Rexford Industrial RealtyUS$45.672.7%
+US$265.2m
-12.0%PB1.3x
EGP EastGroup PropertiesUS$174.452.9%
+US$237.4m
-0.6%PB3.2x
TRNO Terreno RealtyUS$60.602.0%
+US$113.1m
3.9%PB1.7x
COLD Americold Realty TrustUS$25.991.3%
+US$96.6m
-18.1%PB2.1x
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Latest News

ILPT

US$3.52

Industrial Logistics Properties Trust

7D

-0.8%

1Y

-10.7%

IIPR

US$109.18

Innovative Industrial Properties

7D

1.3%

1Y

48.5%

EGP

US$174.45

EastGroup Properties

7D

2.9%

1Y

-0.6%

LXP

US$9.27

LXP Industrial Trust

7D

1.4%

1Y

-6.8%

FR

US$47.72

First Industrial Realty Trust

7D

1.3%

1Y

-10.2%

TRNO

US$60.60

Terreno Realty

7D

2.0%

1Y

3.9%