COMPARE · Data as of August 27, 2026
REXR vs STAG
Verdict: Side-by-side breakdown using the Bull Rankings model. REXR scored 69.0, STAG scored 70.0 — STAG leads.
Compare another set
REXR
Rexford Industrial Realty, Inc.
68.1Fin
$37.12 · $8.5B
fundamentals as of
Strength gap
0.2
REXR leads
STAG
STAG Industrial, Inc.
67.9Fin
$37.07 · $7.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSTAG+10.1%
- Strongest balance sheetREXR0.41
Side by side · every name on one set of axes
Fundamentals, head-to-head
REXR
STAG
4.7%B+
Yield
4.2%B+
+7.1%B
Rev
+10.1%B
0.41A
D/E
0.94B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
REXRRexford Industrial Realty, Inc.
Why now
REIT - Industrial · market cap $8.5b. 16% off the 52-week high of $44.38. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $40.25 (implying +8% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -39.2%) — path to GAAP profitability is the core thesis risk. Dividend payout 184% of earnings on a 4.7% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE -5% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
STAGSTAG Industrial, Inc.
Why now
REIT - Industrial · market cap $7.3b. 13% off the 52-week high of $42.61. Revenue growing +10%, comfortably above the S&P median. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $42.08 (implying +14% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close.
Risk
Dividend payout 117% of earnings on a 4.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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