COMPARE · Data as of August 27, 2026
STAG vs TRNO
Verdict: Side-by-side breakdown using the Bull Rankings model. STAG scored 70.0, TRNO scored 74.0 — TRNO leads.
Compare another set
STAG
STAG Industrial, Inc.
67.9Fin
$37.07 · $7.3B
fundamentals as of
Strength gap
4.7
TRNO leads
TRNO
Terreno Realty Corporation
72.6Fin
$67.11 · $7.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthTRNO+24.5%
- Strongest balance sheetTRNO0.21
Side by side · every name on one set of axes
Fundamentals, head-to-head
STAG
TRNO
4.2%B+
Yield
3.4%B
+10.1%B
Rev
+24.5%A-
0.94B
D/E
0.21A
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
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.
TRNOTerreno Realty Corporation
Why now
REIT - Industrial · market cap $7.3b. 15% off the 52-week high of $78.94. Revenue growing +25%, comfortably above the S&P median. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $73.76 (implying +10% upside).
Moat
Net margin 77% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
P/S 14.5x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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