Comprehensive Stock Comparison

Compare LXP Industrial Trust (LXP) vs First Industrial Realty Trust, Inc. (FR) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthFR8.7% revenue growth vs LXP's -2.3%
ValueFRLower P/E (36.5x vs 1380.5x)
Quality / MarginsFR33.2% net margin vs LXP's 30.4%
Stability / SafetyLXPBeta 0.62 vs FR's 0.78
DividendsFR2.3% yield, 13-year raise streak, vs LXP's 0.6%
Momentum (1Y)LXP+16.7% vs FR's +13.7%
Efficiency (ROA)FR4.3% ROA vs LXP's 3.0%, ROIC 4.6% vs 0.1%
Bottom line: FR leads in 5 of 7 categories, making it the stronger pick for investors who prioritize growth and revenue expansion and valuation and capital efficiency. LXP Industrial Trust is the better choice for capital preservation and lower volatility and recent price momentum and sentiment. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Defensive / Recession hedge

Business Model

What each company does and how it makes money

LXPLXP Industrial Trust
Real Estate

LXP Industrial Trust is a real estate investment trust that owns and operates a portfolio of single-tenant industrial properties across the United States. It generates revenue primarily through long-term net leases — where tenants pay base rent plus property expenses — with industrial properties contributing nearly 100% of its income. The company's competitive advantage lies in its focus on mission-critical industrial facilities in strategic logistics markets and its disciplined approach to sale-leaseback transactions with creditworthy tenants.

FRFirst Industrial Realty Trust, Inc.
Real Estate

First Industrial Realty Trust is a real estate investment trust that owns, operates, and develops industrial properties like warehouses and distribution centers across major U.S. markets. It generates revenue primarily through property leasing — collecting rent from tenants — with additional income from property sales and development activities. The company's competitive advantage lies in its strategic portfolio concentrated in high-demand logistics hubs and its integrated platform for development, leasing, and property management.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

LXPLXP Industrial Trust
FY 2025
Investment Advice
100.0%$4M
FRFirst Industrial Realty Trust, Inc.

Segment breakdown not available.

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

FR 4LXP 1
Financial MetricsFR4/6 metrics
Valuation MetricsLXP3/5 metrics
Profitability & EfficiencyFR4/6 metrics
Total ReturnsFR5/6 metrics
Risk & VolatilityTie1/2 metrics
Analyst OutlookFR2/2 metrics

FR leads in 4 of 6 categories (Financial Metrics, Profitability & Efficiency). LXP leads in 1 (Valuation Metrics). 1 tied.

Financial Metrics (TTM)

FR is the larger business by revenue, generating $714M annually — 2.0x LXP's $350M. Profitability is closely matched — net margins range from 33.2% (FR) to 30.4% (LXP). On growth, FR holds the edge at +7.9% YoY revenue growth, suggesting stronger near-term business momentum.

MetricLXPLXP Industrial Tr…FRFirst Industrial …
RevenueTrailing 12 months$350M$714M
EBITDAEarnings before interest/tax-$194M$455M
Net IncomeAfter-tax profit$106M$237M
Free Cash FlowCash after capex$164M$437M
Gross MarginGross profit ÷ Revenue+81.6%+73.6%
Operating MarginEBIT ÷ Revenue+0.8%+36.9%
Net MarginNet income ÷ Revenue+30.4%+33.2%
FCF MarginFCF ÷ Revenue+46.8%+61.3%
Rev. Growth (YoY)Latest quarter vs prior year-14.0%+7.9%
EPS Growth (YoY)Latest quarter vs prior year-16.4%-34.7%
FR leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

At 27.2x trailing earnings, LXP trades at a 6% valuation discount to FR's 29.1x P/E.

MetricLXPLXP Industrial Tr…FRFirst Industrial …
Market CapShares × price$2.9B$8.4B
Enterprise ValueMkt cap + debt − cash$2.8B$10.5B
Trailing P/EPrice ÷ TTM EPS27.23x29.10x
Forward P/EPrice ÷ next-FY EPS est.1380.50x36.53x
PEG RatioP/E ÷ EPS growth rate10.00x
EV / EBITDAEnterprise value multiple22.24x
Price / SalesMarket cap ÷ Revenue8.36x12.44x
Price / BookPrice ÷ Book value/share14.17x3.04x
Price / FCFMarket cap ÷ FCF17.87x62.00x
LXP leads this category, winning 3 of 5 comparable metrics.

Profitability & Efficiency

FR delivers a 8.6% return on equity — every $100 of shareholder capital generates $9 in annual profit, vs $5 for LXP.

MetricLXPLXP Industrial Tr…FRFirst Industrial …
ROE (TTM)Return on equity+5.2%+8.6%
ROA (TTM)Return on assets+3.0%+4.3%
ROICReturn on invested capital+0.1%+4.6%
ROCEReturn on capital employed+0.1%+5.9%
Piotroski ScoreFundamental quality 0–977
Debt / EquityFinancial leverage0.81x
Net DebtTotal debt minus cash-$170M$2.2B
Cash & Equiv.Liquid assets$170M$45M
Total DebtShort + long-term debt$0$2.2B
Interest CoverageEBIT ÷ Interest expense3.59x
FR leads this category, winning 4 of 6 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in FR five years ago would be worth $16,273 today (with dividends reinvested), compared to $11,484 for LXP. Over the past 12 months, LXP leads with a +16.7% total return vs FR's +13.7%. The 3-year compound annual growth rate (CAGR) favors FR at 8.7% vs LXP's 3.3% — a key indicator of consistent wealth creation.

MetricLXPLXP Industrial Tr…FRFirst Industrial …
YTD ReturnYear-to-date-0.0%+9.1%
1-Year ReturnPast 12 months+16.7%+13.7%
3-Year ReturnCumulative with dividends+10.1%+28.3%
5-Year ReturnCumulative with dividends+14.8%+62.7%
10-Year ReturnCumulative with dividends+98.4%+245.4%
CAGR (3Y)Annualised 3-year return+3.3%+8.7%
FR leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

LXP is the less volatile stock with a 0.62 beta — it tends to amplify market swings less than FR's 0.78 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FR currently trades 98.7% from its 52-week high vs LXP's 94.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricLXPLXP Industrial Tr…FRFirst Industrial …
Beta (5Y)Sensitivity to S&P 5000.62x0.78x
52-Week HighHighest price in past year$52.52$64.00
52-Week LowLowest price in past year$34.25$40.31
% of 52W HighCurrent price vs 52-week peak+94.4%+98.7%
RSI (14)Momentum oscillator 0–10054.272.9
Avg Volume (50D)Average daily shares traded452K885K
Evenly matched — LXP and FR each lead in 1 of 2 comparable metrics.

Analyst Outlook

Wall Street rates LXP as "Buy" and FR as "Buy". Consensus price targets imply 1.2% upside for FR (target: $64) vs -36.9% for LXP (target: $31). For income investors, FR offers the higher dividend yield at 2.31% vs LXP's 0.57%.

MetricLXPLXP Industrial Tr…FRFirst Industrial …
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$31.25$63.89
# AnalystsCovering analysts1529
Dividend YieldAnnual dividend ÷ price+0.6%+2.3%
Dividend StreakConsecutive years of raises013
Dividend / ShareAnnual DPS$0.28$1.46
Buyback YieldShare repurchases ÷ mkt cap+0.1%0.0%
FR leads this category, winning 2 of 2 comparable metrics.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Total Return — 5 Years (Rebased to 100)

StockMar 20Feb 26Change
LXP Industrial Trust (LXP)10092.71-7.3%
First Industrial Re… (FR)100143.31+43.3%

First Industrial Re… (FR) returned +63% over 5 years vs LXP Industrial Trust (LXP)'s +15%. A $10,000 investment in FR 5 years ago would be worth $16,273 today (including dividends reinvested).

Chart 2Revenue Growth — 10 Years

Stock20162025Change
LXP Industrial Trust (LXP)$429M$350M-18.5%
First Industrial Re… (FR)$378M$672M+77.8%

LXP Industrial Trust's revenue grew from $429M (2016) to $350M (2025) — a -2.2% CAGR.

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
LXP Industrial Trust (LXP)22.3%30.4%+36.5%
First Industrial Re… (FR)32.1%42.7%+33.3%

LXP Industrial Trust's net margin went from 22% (2016) to 30% (2025).

Chart 4P/E Ratio History — 9 Years

Stock20172025Change
LXP Industrial Trust (LXP)29.227.2-6.8%
First Industrial Re… (FR)18.623.1+24.2%

LXP Industrial Trust has traded in a 9x–121x P/E range over 9 years; current trailing P/E is ~27x. First Industrial Realty Trust, Inc. has traded in a 18x–32x P/E range over 8 years; current trailing P/E is ~29x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
LXP Industrial Trust (LXP)1.851.82-1.6%
First Industrial Re… (FR)1.052.17+106.7%

LXP Industrial Trust's EPS grew from $1.85 (2016) to $1.82 (2025) — a -0% CAGR.

Chart 6Free Cash Flow — 5 Years

2021
$205M
$34M
2022
$162M
$-111M
2023
$192M
$-60M
2024
$193M
$135M
2025
$164M
LXP Industrial Trust (LXP)First Industrial Re… (FR)

LXP Industrial Trust generated $164M FCF in 2025 (-20% vs 2021). First Industrial Realty Trust, Inc. generated $135M FCF in 2024 (+298% vs 2021).

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LXP vs FR: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is LXP or FR a better buy right now?

LXP Industrial Trust (LXP) offers the better valuation at 27.2x trailing P/E (1380.5x forward), making it the more compelling value choice. Analysts rate LXP Industrial Trust (LXP) a "Buy" — based on 15 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — LXP or FR?

On trailing P/E, LXP Industrial Trust (LXP) is the cheapest at 27.2x versus First Industrial Realty Trust, Inc. at 29.1x. On forward P/E, First Industrial Realty Trust, Inc. is actually cheaper at 36.5x — notably different from the trailing picture, reflecting expected earnings growth.

03

Which is the better long-term investment — LXP or FR?

Over the past 5 years, First Industrial Realty Trust, Inc. (FR) delivered a total return of +62.7%, compared to +14.8% for LXP Industrial Trust (LXP). A $10,000 investment in FR five years ago would be worth approximately $16K today (assuming dividends reinvested). Over 10 years, the gap is even starker: FR returned +245.4% versus LXP's +98.4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — LXP or FR?

By beta (market sensitivity over 5 years), LXP Industrial Trust (LXP) is the lower-risk stock at 0.62β versus First Industrial Realty Trust, Inc.'s 0.78β — meaning FR is approximately 26% more volatile than LXP relative to the S&P 500.

05

Which has better profit margins — LXP or FR?

First Industrial Realty Trust, Inc. (FR) is the more profitable company, earning 42.7% net margin versus 30.4% for LXP Industrial Trust — meaning it keeps 42.7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FR leads at 44.3% versus 0.8% for LXP. At the gross margin level — before operating expenses — LXP leads at 81.6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

06

Is LXP or FR more undervalued right now?

On forward earnings alone, First Industrial Realty Trust, Inc. (FR) trades at 36.5x forward P/E versus 1380.5x for LXP Industrial Trust — 1344.0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FR: 1.2% to $63.89.

07

Which pays a better dividend — LXP or FR?

All stocks in this comparison pay dividends. First Industrial Realty Trust, Inc. (FR) offers the highest yield at 2.3%, versus 0.6% for LXP Industrial Trust (LXP).

08

Is LXP or FR better for a retirement portfolio?

For long-horizon retirement investors, LXP Industrial Trust (LXP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.62), 0.6% yield). Both have compounded well over 10 years (LXP: +98.4%, FR: +245.4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

09

What are the main differences between LXP and FR?

Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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Quality Mega-Cap Compounder

  • Sector: Real Estate
  • Market Cap > $100B
  • Net Margin > 18%
  • Dividend Yield > 0.5%
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Dividend Mega-Cap Quality

  • Sector: Real Estate
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 19%
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Better Than Both

Find stocks that beat LXP and FR on the metrics you choose

Revenue Growth>
%
(LXP: -14.0% · FR: 7.9%)
Net Margin>
%
(LXP: 30.4% · FR: 33.2%)
P/E Ratio<
x
(LXP: 27.2x · FR: 29.1x)