Clear leader
8 companies value 160 bn revenue 14 bn margin — free cash flow — avg. score 5.5
PLD holds 72.3% of the group's value, 10.9x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PLD | Prologis United States · score 5.6 | 72% | 116 bn | 9.2 bn | 45.8% | 5.2 bn | 4.5% | 3.4% | World's largest logistics warehouse REIT · World's largest owner of logistics warehouses; tenants like Amazon and DHL | |
| 2 | EGP | EastGroup Properties United States · score 5.5 | 7% | 11 bn | 0.8 bn | 34.2% | 0.4 bn | 4.2% | — | Industrial warehouse REIT in the Sun Belt · Smaller warehouses in the Sun Belt; above-average rent growth | |
| 3 | REXR | Rexford Industrial Realty, Inc. United States · score 4.0 | 5% | 8.1 bn | 1.0 bn | -39.2% | 0.2 bn | 2.8% | 4.9% | Industrial warehouses in Southern California · California — assets of $11.6bn | |
| 4 | FR | First Industrial Realty United States · score 6.4 | 5% | 7.7 bn | 0.8 bn | 48.0% | 0.5 bn | 5.8% | 3.2% | Logistics warehouse REIT · Warehouses in coastal markets with land shortages | |
| 5 | TRNO | Terreno Realty United States · score 6.4 | 4% | 7.0 bn | 0.5 bn | 77.3% | 0.3 bn | 4.1% | 3.1% | REIT of industrial warehouses in six markets · Warehouses in six coastal markets with a structural land shortage | |
| 6 | STAG | STAG Industrial United States · score 6.0 | 4% | 6.9 bn | 0.9 bn | 28.1% | 0.3 bn | 4.3% | 3.5% | Single-tenant industrial warehouse REIT · Single-tenant warehouses; monthly dividend | |
| 7 | LXP | LXP Industrial Trust United States · score 6.3 | 2% | 3.6 bn | 0.3 bn | 18.7% | 0.2 bn | 5.3% | 4.7% | REIT of Class A logistics warehouses in the Sunbelt and Midwest · New York — assets of $3.5bn | |
| 8 | ILPT | Industrial Logistics Properties Trust United States · score 3.9 | 0% | 0.4 bn | 0.5 bn | -10.4% | 0.1 bn | 12.5% | 3.1% | REIT of industrial and logistics properties · Massachusetts — assets of $5.1bn |
Other industries in the same sector
- Sector overview
- Health care REITs 16 companies
- Data center REITs 4 companies
- Retail and monthly-dividend REITs 7 companies
- Cell tower REITs 4 companies
- Real estate services 51 companies
- Residential REITs 14 companies
- Self-storage REITs 5 companies
- Neighborhood shopping center REITs 14 companies
- Hotel REITs 15 companies
- Casino and specialty REITs 4 companies
- Office REITs 18 companies
- Diversified net lease REITs 14 companies
and 9 industries more
- Records and hybrid data center REITs 1 company
- Manufactured housing and RV park REITs 3 companies
- Single-family rental REITs 2 companies
- Outdoor advertising REITs 3 companies
- Life science REITs 2 companies
- Timberland REITs 2 companies
- Cold storage REITs 2 companies
- Diversified REITs 10 companies
- Farmland REITs 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.