Rexford Industrial Realty vs STAG Industrial
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KIRAβs take AI analyst
I put Rexford Industrial Realty and STAG Industrial side by side, using each oneβs latest annual report. Here is what stands out:
- 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%).
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
Rexford Industrial Realty
REXR
1/6
5-year growth
STAG Industrial
STAG
5/6
Revenue growthNet marginFCF marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | REXR FY25 | STAG 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 |
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.