Americold Realty Trust vs Stag Industrial
Americold Realty Trust is the larger business, with $2.60bn of revenue in fiscal 2025 against $845m for Stag Industrial (3.1 times as much). Stag Industrial grew faster (10.1% against -2.4%). Stag Industrial kept more of each dollar of sales as profit: a net margin of 32.4% against -4.4%. Stag Industrial carries less debt relative to equity (90.8% against 143.5%).
| Latest fiscal year | Americold Realty TrustCOLD, 2025 | Stag IndustrialSTAG, 2025 |
|---|---|---|
| Revenue | $2.60bn | $845m |
| Revenue growth | -2.4% | 10.1% |
| Net income | −$115m | $274m |
| Operating margin | 0.3% | — |
| Net margin | -4.4% | 32.4% |
| Return on equity | -3.7% | 7.8% |
| Free cash flow | −$217m | $259m |
| Cash | $137m | $14.9m |
| Total debt | $4.14bn | $3.27bn |
| Debt to equity | 143.5% | 90.8% |
| Dividend per share | — | $1.49 |
| Dividend yield | 6.3% | 3.4% |
| Share buybacks | — | — |
| Employees | 12,690 | 93 |
| Market value | $4.17bn | $7.23bn |
| Price vs our value range | — | — |
| Moat score | 18 (Weak) | 62 (Moderate) |
| Insider trades, 12 months | 0 buys, 4 sales | 0 buys, 5 sales |