Stag Industrial (STAG) vs Terreno Realty (TRNO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Terreno Realty (TRNO) has outperformed Stag Industrial (STAG) over the past year, gaining 10.7% versus a loss of 1.5%. Over five years, TRNO leads with a -5.8% price change compared with -16.1% for STAG. Stag Industrial is the larger company by market cap ($7.06 billion vs $7.03 billion), about 1.0 times the size, while Terreno Realty is growing revenue faster (+24.5% vs +10.1%).
On valuation, Terreno Realty trades at a lower forward P/E (36.5x vs 40.8x for Stag Industrial). Stag Industrial offers the higher dividend yield (4.23% vs 3.23%). Terreno Realty converts more of its revenue into profit, with a net margin of 84.6% versus 32.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | STAG | TRNO |
|---|---|---|
| Share price | $35.88 | $64.48 |
| Market cap | $7.06B | $7.03B |
| 1-day change | +1.70% | +1.80% |
| YTD return | -2.39% | +9.83% |
| 1-year return | -1.51% | +10.68% |
| 5-year return | -16.05% | -5.80% |
| P/E ratio (TTM) | 27.18 | 17.33 |
| Forward P/E | 40.77 | 36.54 |
| EPS (TTM) | $1.32 | $3.72 |
| Dividend yield | 4.23% | 3.23% |
| Annual dividend | $1.52 | $2.08 |
| Revenue (latest FY) | $845.18M | $476.38M |
| Revenue growth (YoY) | +10.14% | +24.51% |
| Net income (latest FY) | $273.52M | $402.99M |
| Net margin | 32.36% | 84.59% |
| 52-week high | $42.61 | $78.94 |
| 52-week low | $35.14 | $55.92 |
| Distance from 52-week high | -15.79% | -18.32% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +16.36% | +14.95% |
| Average volume | 1.68M | 742.54K |
| Shares outstanding | 192.81M | 108.97M |
| Employees | 93 | 47 |
| Sector | Real Estate | Real Estate |
| Industry | Real Estate Investment Trusts | REIT - Industrial |
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
- TRNO has outperformed STAG by 12.2 percentage points over the past year.
- Stag Industrial trades at a higher earnings multiple (27.2x vs 17.3x trailing P/E).
- Stag Industrial offers a meaningfully higher dividend yield (4.23% vs 3.23%).
- Terreno Realty is more profitable, keeping 84.6 cents of every revenue dollar as net income versus 32.4 cents for Stag Industrial.
- Terreno Realty grew revenue faster in its latest fiscal year (+24.51% vs +10.14%).
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
About Terreno Realty
TRNO stock →Terreno Realty Corporation an acquirer, owner and operator of industrial real estate in six major coastal U.S. markets.
Real Estate · REIT - Industrial · 47 employees
STAG vs TRNO FAQ
Which is bigger, Stag Industrial or Terreno Realty?
Stag Industrial (STAG) is larger, with a market capitalization of $7.06B compared with $7.03B for Terreno Realty (TRNO).
Which stock has performed better over the past year, STAG or TRNO?
TRNO returned +10.68% over the past 12 months, compared with -1.51% for STAG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, STAG or TRNO?
TRNO has the lower trailing P/E at 17.3, versus 27.2 for STAG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Stag Industrial or Terreno Realty?
Stag Industrial has the higher yield at 4.23%, compared with 3.23% for Terreno Realty.
Are Stag Industrial and Terreno Realty in the same industry?
Both are in the Real Estate sector, but in different industries: Real Estate Investment Trusts for Stag Industrial and REIT - Industrial for Terreno Realty.