MetaCap

Macerich (MAC) vs Stag Industrial (STAG)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

Macerich (MAC) has outperformed Stag Industrial (STAG) over the past year, gaining 27.6% versus a loss of 3.1%. Over five years, MAC leads with a +25.4% price change compared with -17.5% for STAG. Stag Industrial is the larger company by market cap ($6.94 billion vs $6.55 billion), about 1.1 times the size, while Macerich is growing revenue faster (+10.4% vs +10.1%).

On valuation, Stag Industrial trades at a lower forward P/E (40.1x vs 161.4x for Macerich). Stag Industrial offers the higher dividend yield (4.30% vs 3.06%). Stag Industrial converts more of its revenue into profit, with a net margin of 32.4% versus -19.4%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

MAC+24.66%STAG-3.08%
+52%+20%-12%
Oct 6, 20251 yearOct 7, 2026
MAC+26.73%STAG-13.08%
+53%-4%-60%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

MAC versus STAG key metrics
MetricMACSTAG
Share price$22.19$35.28
Market cap$6.55B$6.94B
1-day change-3.31%-2.33%
YTD return+20.21%-4.03%
1-year return+27.60%-3.08%
5-year return+25.37%-17.45%
P/E ratio (TTM)—27.14
Forward P/E161.3840.09
EPS (TTM)$-0.65$1.30
Dividend yield3.06%4.30%
Annual dividend$0.68$1.52
Revenue (latest FY)$1.01B$845.18M
Revenue growth (YoY)+10.43%+10.14%
Net income (latest FY)$-197.15M$273.52M
Net margin-19.44%32.36%
52-week high$26.68$42.61
52-week low$16.03$35.25
Distance from 52-week high-16.83%-17.20%
Analyst consensusbuybuy
Avg. price target upside+21.68%+18.34%
Average volume3.27M1.67M
Shares outstanding283.56M192.81M
Employees59693
SectorReal EstateReal Estate
IndustryReal Estate Investment TrustsReal Estate Investment Trusts

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • MAC has outperformed STAG by 30.7 percentage points over the past year.
  • Stag Industrial offers a meaningfully higher dividend yield (4.30% vs 3.06%).
  • Stag Industrial is more profitable, keeping 32.4 cents of every revenue dollar as net income versus -19.4 cents for Macerich.

About Macerich

MAC stock →

The Macerich Company is a fully integrated, self-managed, self-administered real estate investment trust (REIT). As a leading owner, operator, and developer of high-quality retail real estate in densely populated and attractive U.S.

Real Estate · Real Estate Investment Trusts · 596 employees

About Stag Industrial

STAG stock →

STAG Industrial, Inc. is a real estate investment trust focused on the acquisition, development, ownership and operation of industrial properties throughout the United States.

Real Estate · Real Estate Investment Trusts · 93 employees

MAC vs STAG FAQ

Which is bigger, Macerich or Stag Industrial?

Stag Industrial (STAG) is larger, with a market capitalization of $6.94B compared with $6.55B for Macerich (MAC).

Which stock has performed better over the past year, MAC or STAG?

MAC returned +27.60% over the past 12 months, compared with -3.08% for STAG (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, Macerich or Stag Industrial?

Stag Industrial has the higher yield at 4.30%, compared with 3.06% for Macerich.

Are Macerich and Stag Industrial in the same industry?

Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.

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