EastGroup Properties vs STAG Industrial
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KIRAβs take AI analyst
I put EastGroup Properties and STAG Industrial side by side, using each oneβs latest annual report. Here is what stands out:
- STAG Industrial is the larger business, with $845M of revenue in fiscal 2025 against $721M for EastGroup Properties.
- EastGroup Properties grew revenue faster (12.7%, against 10.1%).
- EastGroup Properties turned more of its sales into free cash flow (56.1% FCF margin, against 30.6%).
- Investors pay more for each dollar of EastGroup Propertiesβs earnings: a P/E of 33.7x against 28.2x for STAG Industrial.
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
EastGroup Properties
EGP
4/6
Revenue growth5-year growthNet marginFCF margin
STAG Industrial
STAG
2/6
Return on equityShare count change
Side by side
Best in the row
| Latest fiscal year | EGP FY25 | STAG FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.7B | $7.0B |
| Revenue | $721M | $845M |
| Free cash flow | $405M | $259M |
| Net income | $258M | $274M |
| Growth | ||
| Revenue growth | 12.7% | 10.1% |
| 5-year growth | 14.7% | 11.8% |
| Share count change | 8.0% | 2.6% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 35.7% | 32.4% |
| FCF margin | 56.1% | 30.6% |
| Return on capital | β | β |
| Return on equity | 7.6% | 7.8% |
| Balance sheet | ||
| Net debt | β | $3.2B |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $303M | $284M |
| Valuation & quality | ||
| P/E | 33.7x | 28.2x |
| Piotroski F-score | β | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.