First Industrial Realty Trust vs STAG Industrial
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KIRAβs take AI analyst
I put First Industrial Realty Trust 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 $727M for First Industrial Realty Trust.
- STAG Industrial grew revenue faster (10.1%, against 8.6%).
- Investors pay more for each dollar of STAG Industrialβs earnings: a P/E of 28.2x against 19.8x for First Industrial Realty Trust.
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
First Industrial Realty Trust
FR
3/5
Net marginReturn on equityShare count change
STAG Industrial
STAG
2/5
Revenue growth5-year growth
Side by side
Best in the row
| Latest fiscal year | FR FY25 | STAG FY25 |
|---|---|---|
| Size | ||
| Market cap | $7.2B | $7.0B |
| Revenue | $727M | $845M |
| Free cash flow | β | $259M |
| Net income | $247M | $274M |
| Growth | ||
| Revenue growth | 8.6% | 10.1% |
| 5-year growth | 10.2% | 11.8% |
| Share count change | 0.1% | 2.6% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 34.0% | 32.4% |
| FCF margin | β | 30.6% |
| Return on capital | β | β |
| Return on equity | 9.3% | 7.8% |
| Balance sheet | ||
| Net debt | β | $3.2B |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $231M | $284M |
| Valuation & quality | ||
| P/E | 19.8x | 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.