Americold Realty Trust Inc. (COLD) vs Rexford Industrial Realty, Inc. (REXR)

Americold Realty Trust Inc. and Rexford Industrial Realty, Inc. are both Reit Industrial companies. Rexford Industrial Realty, Inc. is the larger, with a market value of $8.5B against $4.1B — 2.1× the size. Rexford Industrial Realty, Inc. grew revenue faster over the last twelve months: 0.55% against −0.21%. Americold Realty Trust Inc. has the higher net margin (−17.4% vs −40.4%) and the lower return on invested capital (−6.75% vs 2.19%). Both pay a dividend; Americold Realty Trust Inc. yields more (3.14% vs 3.08%). Across the 21 metrics below, Rexford Industrial Realty, Inc. leads on 14 and Americold Realty Trust Inc. on 7.

Valuation

Metric COLD REXR Reit Industrial median
P/E n/m n/m 28.30
P/S 1.62 8.45 8.16
P/B 1.73 1.08 1.89
Price to free cash flow n/m 36.92 21.44
EV/EBITDA 61.97 16.89 17.97
EV/Sales 1.83 11.71 11.71
Earnings yield (10.79%) (4.83%) 3.38%
Free cash flow yield (4.08%) 2.71% 2.71%

Profitability

Metric COLD REXR Reit Industrial median
Gross margin 31.74% 76.80% 73.76%
Operating margin (12.47%) 39.27% 39.85%
Net margin (17.44%) (40.39%) 28.04%
Free cash flow margin (6.59%) 22.90% 13.63%
Return on equity (16.30%) (4.78%) 6.83%
Return on assets (5.74%) (3.24%) 3.45%
Return on invested capital (6.75%) 2.19% 2.92%

Growth

Metric COLD REXR Reit Industrial median
Revenue growth (TTM) (0.21%) 0.55% 3.86%
EPS growth (last fiscal year) (21.21%) (28.33%) —
Revenue growth, 5-year CAGR 5.53% 24.89% 13.33%
Net income growth, 5-year CAGR 0.00% 26.68% 9.91%

Health

Metric COLD REXR Reit Industrial median
Debt to equity 0.25 0.41 0.84
Current ratio 0.10 1.70 0.78
Net debt to EBITDA 0.78 4.52 4.76

Dividend

Metric COLD REXR Reit Industrial median
Dividend yield 3.14% 3.08% 3.14%
Payout ratio — 1.42 1.14

Size

Metric COLD REXR Reit Industrial median
Market cap 4.10b 8.47b 8.24b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack