Rexford Industrial Realty vs STAG Industrial
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The short version
- Rexford Industrial Realty is the larger business, with $1.0B of revenue in fiscal 2025 against $845M for STAG Industrial.
- STAG Industrial grew revenue faster (10.1%, against 7.1%).
- STAG Industrial turned more of its sales into free cash flow (30.6% FCF margin, against 20.8%).
| Latest fiscal year | REXR Β· FY25 | STAG Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.7B | $7.0B |
| Revenue | $1.0B | $845M |
| Free cash flow | $209M | $259M |
| Net income | $212M | $274M |
| Growth | ||
| Revenue growth | 7.1% | 10.1% |
| 5-year growth | 24.9% | 11.8% |
| Share count change | 6.5% | 2.6% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 21.1% | 32.4% |
| FCF margin | 20.8% | 30.6% |
| Return on capital | β | β |
| Return on equity | 2.5% | 7.8% |
| Balance sheet | ||
| Net debt | $3.1B | $3.2B |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $648M | $284M |
| Valuation & quality | ||
| P/E | β | 28.2x |
| Piotroski F-score | β | β |
Revenue
FY16
REXR $126M
STAG $250M
FY17
REXR $161M
STAG $301M
FY18
REXR $213M
STAG $351M
FY19
REXR $267M
STAG $406M
FY20
REXR $330M
STAG $483M
FY21
REXR $452M
STAG $562M
FY22
REXR $631M
STAG $657M
FY23
REXR $798M
STAG $708M
FY24
REXR $936M
STAG $767M
FY25
REXR $1.0B
STAG $845M
REXR
STAG
Operating margin
FY16
REXR β
STAG β
FY17
REXR β
STAG β
FY18
REXR β
STAG β
FY19
REXR β
STAG β
FY20
REXR β
STAG β
FY21
REXR β
STAG β
FY22
REXR β
STAG β
FY23
REXR β
STAG β
FY24
REXR β
STAG β
FY25
REXR β
STAG β
REXR
STAG
Free cash flow
FY16
REXR $24.5M
STAG $105M
FY17
REXR $34.3M
STAG $116M
FY18
REXR $44.8M
STAG $163M
FY19
REXR $92.3M
STAG $168M
FY20
REXR $104M
STAG $238M
FY21
REXR $129M
STAG $297M
FY22
REXR $193M
STAG $276M
FY23
REXR $161M
STAG $283M
FY24
REXR $106M
STAG $310M
FY25
REXR $209M
STAG $259M
REXR
STAG
Return on capital
FY16
REXR β
STAG β
FY17
REXR β
STAG β
FY18
REXR β
STAG β
FY19
REXR β
STAG β
FY20
REXR β
STAG β
FY21
REXR β
STAG β
FY22
REXR β
STAG β
FY23
REXR β
STAG β
FY24
REXR β
STAG β
FY25
REXR β
STAG β
REXR
STAG
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.