Rexford Industrial Realty vs Stag Industrial
Rexford Industrial Realty is the larger business, with $1.00bn of revenue in fiscal 2025 against $845m for Stag Industrial (1.2 times as much). Stag Industrial grew faster (10.1% against 7.1%). Stag Industrial kept more of each dollar of sales as profit: a net margin of 32.4% against 21.1%. Rexford Industrial Realty carries less debt relative to equity (38.8% against 90.8%).
| Latest fiscal year | Rexford Industrial RealtyREXR, 2025 | Stag IndustrialSTAG, 2025 |
|---|---|---|
| Revenue | $1.00bn | $845m |
| Revenue growth | 7.1% | 10.1% |
| Net income | $212m | $274m |
| Operating margin | — | — |
| Net margin | 21.1% | 32.4% |
| Return on equity | 2.5% | 7.8% |
| Free cash flow | $209m | $259m |
| Cash | $166m | $14.9m |
| Total debt | $3.28bn | $3.27bn |
| Debt to equity | 38.8% | 90.8% |
| Dividend per share | $1.72 | $1.49 |
| Dividend yield | 4.7% | 3.4% |
| Share buybacks | $250m | — |
| Employees | 242 | 93 |
| Market value | $8.22bn | $7.21bn |
| Price vs our value range | — | — |
| Moat score | 44 (Weak) | 62 (Moderate) |
| Insider trades, 12 months | 3 buys, 6 sales | 0 buys, 5 sales |