Comprehensive Stock Comparison
Compare Plymouth Industrial REIT, Inc. (PLYM) vs Rexford Industrial Realty, Inc. (REXR) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | REXR | 17.4% revenue growth vs PLYM's -0.7% |
| Value | PLYM | Lower P/E (7.1x vs 33.5x) |
| Quality / Margins | PLYM | 48.5% net margin vs REXR's 33.4% |
| Stability / Safety | PLYM | Beta 0.53 vs REXR's 0.89 |
| Dividends | PLYM | 4.4% yield, 1-year raise streak, vs REXR's 0.1% |
| Momentum (1Y) | PLYM | +30.9% vs REXR's -5.2% |
| Efficiency (ROA) | PLYM | 5.9% ROA vs REXR's 2.6%, ROIC 2.1% vs 4.3% |
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
Plymouth Industrial REIT is a real estate investment trust that acquires and operates industrial properties — primarily warehouses and distribution facilities — in secondary and select primary U.S. markets. It generates revenue primarily through rental income from its industrial portfolio, supplemented by property management fees from its vertically integrated operations. The company's competitive advantage lies in its focus on underserved secondary markets where it can leverage local expertise and its integrated management platform to create value through active asset repositioning.
Rexford Industrial Realty is a real estate investment trust that owns and operates industrial properties — primarily warehouses and distribution facilities — in Southern California's supply-constrained infill markets. It generates revenue through property rentals (nearly 100% of income) with long-term leases to logistics, manufacturing, and e-commerce tenants. The company's moat comes from its concentrated portfolio in high-demand Southern California markets where land scarcity creates significant barriers to new competition.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
PLYM leads in 5 of 6 categories (Valuation Metrics, Profitability & Efficiency). REXR leads in 1 (Financial Metrics).
Financial Metrics (TTM)
REXR is the larger business by revenue, generating $998M annually — 5.2x PLYM's $192M. PLYM is the more profitable business, keeping 48.5% of every revenue dollar as net income compared to REXR's 33.4%. On growth, REXR holds the edge at +4.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | PLYMPlymouth Industri… | REXRRexford Industria… |
|---|---|---|
| RevenueTrailing 12 months | $192M | $998M |
| EBITDAEarnings before interest/tax | $116M | $901M |
| Net IncomeAfter-tax profit | $93M | $334M |
| Free Cash FlowCash after capex | $95M | $207M |
| Gross MarginGross profit ÷ Revenue | +69.7% | +77.5% |
| Operating MarginEBIT ÷ Revenue | +17.3% | +61.2% |
| Net MarginNet income ÷ Revenue | +48.5% | +33.4% |
| FCF MarginFCF ÷ Revenue | +49.4% | +20.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | -1.4% | +4.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.5% | +16.7% |
Valuation Metrics
At 7.1x trailing earnings, PLYM trades at a 77% valuation discount to REXR's 31.2x P/E. On an enterprise value basis, PLYM's 13.3x EV/EBITDA is more attractive than REXR's 13.5x.
| Metric | PLYMPlymouth Industri… | REXRRexford Industria… |
|---|---|---|
| Market CapShares × price | $979M | $8.7B |
| Enterprise ValueMkt cap + debt − cash | $1.6B | $12.0B |
| Trailing P/EPrice ÷ TTM EPS | 7.11x | 31.23x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 33.46x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.51x |
| EV / EBITDAEnterprise value multiple | 13.32x | 13.47x |
| Price / SalesMarket cap ÷ Revenue | 4.94x | 9.32x |
| Price / BookPrice ÷ Book value/share | 1.69x | 0.94x |
| Price / FCFMarket cap ÷ FCF | 10.19x | 82.67x |
Profitability & Efficiency
PLYM delivers a 16.8% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $4 for REXR. REXR carries lower financial leverage with a 0.38x debt-to-equity ratio, signaling a more conservative balance sheet compared to PLYM's 1.10x. On the Piotroski fundamental quality scale (0–9), PLYM scores 7/9 vs REXR's 6/9, reflecting strong financial health.
| Metric | PLYMPlymouth Industri… | REXRRexford Industria… |
|---|---|---|
| ROE (TTM)Return on equity | +16.8% | +3.7% |
| ROA (TTM)Return on assets | +5.9% | +2.6% |
| ROICReturn on invested capital | +2.1% | +4.3% |
| ROCEReturn on capital employed | +2.8% | +5.7% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 1.10x | 0.38x |
| Net DebtTotal debt minus cash | $628M | $3.3B |
| Cash & Equiv.Liquid assets | $18M | $56M |
| Total DebtShort + long-term debt | $646M | $3.3B |
| Interest CoverageEBIT ÷ Interest expense | 0.97x | 6.53x |
Total Returns (with DRIP)
A $10,000 investment in PLYM five years ago would be worth $17,070 today (with dividends reinvested), compared to $9,265 for REXR. Over the past 12 months, PLYM leads with a +30.9% total return vs REXR's -5.2%. The 3-year compound annual growth rate (CAGR) favors PLYM at 4.3% vs REXR's -11.2% — a key indicator of consistent wealth creation.
| Metric | PLYMPlymouth Industri… | REXRRexford Industria… |
|---|---|---|
| YTD ReturnYear-to-date | +0.5% | -4.0% |
| 1-Year ReturnPast 12 months | +30.9% | -5.2% |
| 3-Year ReturnCumulative with dividends | +13.5% | -29.9% |
| 5-Year ReturnCumulative with dividends | +70.7% | -7.4% |
| 10-Year ReturnCumulative with dividends | +68.9% | +184.6% |
| CAGR (3Y)Annualised 3-year return | +4.3% | -11.2% |
Risk & Volatility
PLYM is the less volatile stock with a 0.53 beta — it tends to amplify market swings less than REXR's 0.89 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PLYM currently trades 96.7% from its 52-week high vs REXR's 84.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | PLYMPlymouth Industri… | REXRRexford Industria… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.53x | 0.89x |
| 52-Week HighHighest price in past year | $22.74 | $44.38 |
| 52-Week LowLowest price in past year | $12.70 | $29.68 |
| % of 52W HighCurrent price vs 52-week peak | +96.7% | +84.4% |
| RSI (14)Momentum oscillator 0–100 | 56.8 | 45.2 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 2.1M |
Analyst Outlook
Wall Street rates PLYM as "Hold" and REXR as "Hold". Consensus price targets imply 14.2% upside for REXR (target: $43) vs 0.1% for PLYM (target: $22). For income investors, PLYM offers the higher dividend yield at 4.40% vs REXR's 0.11%.
| Metric | PLYMPlymouth Industri… | REXRRexford Industria… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $22.00 | $42.80 |
| # AnalystsCovering analysts | 16 | 21 |
| Dividend YieldAnnual dividend ÷ price | +4.4% | +0.1% |
| Dividend StreakConsecutive years of raises | 1 | 0 |
| Dividend / ShareAnnual DPS | $0.97 | $0.04 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Jan 26 | Change |
|---|---|---|---|
| Plymouth Industrial… (PLYM) | 100 | 112.9 | +12.9% |
| Rexford Industrial … (REXR) | 100 | 81.33 | -18.7% |
Plymouth Industrial… (PLYM) returned +71% over 5 years vs Rexford Industrial … (REXR)'s -7%. A $10,000 investment in PLYM 5 years ago would be worth $17,070 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Plymouth Industrial… (PLYM) | $19M | $198M | +928.3% |
| Rexford Industrial … (REXR) | $94M | $936M | +897.2% |
Plymouth Industrial REIT, Inc.'s revenue grew from $19M (2015) to $198M (2024) — a 29.6% CAGR. Rexford Industrial Realty, Inc.'s revenue grew from $94M (2015) to $936M (2024) — a 29.1% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Plymouth Industrial… (PLYM) | -2.5% | 70.2% | +2884.6% |
| Rexford Industrial … (REXR) | 2.0% | 29.2% | +1365.1% |
Plymouth Industrial REIT, Inc.'s net margin went from -3% (2015) to 70% (2024). Rexford Industrial Realty, Inc.'s net margin went from 2% (2015) to 29% (2024).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2024 | Change |
|---|---|---|---|
| Rexford Industrial … (REXR) | 60.8 | 32.2 | -47.0% |
Rexford Industrial Realty, Inc. has traded in a 32x–101x P/E range over 8 years; current trailing P/E is ~31x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Plymouth Industrial… (PLYM) | -13.42 | 3.09 | +123.0% |
| Rexford Industrial … (REXR) | 0.03 | 1.2 | +3900.0% |
Plymouth Industrial REIT, Inc.'s EPS grew from $-13.42 (2015) to $3.09 (2024). Rexford Industrial Realty, Inc.'s EPS grew from $0.03 (2015) to $1.20 (2024) — a 51% CAGR.
Chart 6Free Cash Flow — 5 Years
Plymouth Industrial REIT, Inc. generated $96M FCF in 2024 (+194% vs 2021). Rexford Industrial Realty, Inc. generated $106M FCF in 2024 (-18% vs 2021).
PLYM vs REXR: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is PLYM or REXR a better buy right now?
Plymouth Industrial REIT, Inc. (PLYM) offers the better valuation at 7.1x trailing P/E, making it the more compelling value choice. Analysts rate Plymouth Industrial REIT, Inc. (PLYM) a "Hold" — based on 16 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.
02Which has the better valuation — PLYM or REXR?
On trailing P/E, Plymouth Industrial REIT, Inc. (PLYM) is the cheapest at 7.1x versus Rexford Industrial Realty, Inc. at 31.2x.
03Which is the better long-term investment — PLYM or REXR?
Over the past 5 years, Plymouth Industrial REIT, Inc. (PLYM) delivered a total return of +70.7%, compared to -7.4% for Rexford Industrial Realty, Inc. (REXR). A $10,000 investment in PLYM five years ago would be worth approximately $17K today (assuming dividends reinvested). Over 10 years, the gap is even starker: REXR returned +184.6% versus PLYM's +68.9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PLYM or REXR?
By beta (market sensitivity over 5 years), Plymouth Industrial REIT, Inc. (PLYM) is the lower-risk stock at 0.53β versus Rexford Industrial Realty, Inc.'s 0.89β — meaning REXR is approximately 70% more volatile than PLYM relative to the S&P 500. On balance sheet safety, Rexford Industrial Realty, Inc. (REXR) carries a lower debt/equity ratio of 38% versus 110% for Plymouth Industrial REIT, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — PLYM or REXR?
Plymouth Industrial REIT, Inc. (PLYM) is the more profitable company, earning 70.2% net margin versus 29.2% for Rexford Industrial Realty, Inc. — meaning it keeps 70.2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: REXR leads at 68.8% versus 18.2% for PLYM. At the gross margin level — before operating expenses — REXR leads at 77.5%, 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.
06Is PLYM or REXR more undervalued right now?
Analyst consensus price targets imply the most upside for REXR: 14.2% to $42.80.
07Which pays a better dividend — PLYM or REXR?
All stocks in this comparison pay dividends. Plymouth Industrial REIT, Inc. (PLYM) offers the highest yield at 4.4%, versus 0.1% for Rexford Industrial Realty, Inc. (REXR).
08Is PLYM or REXR better for a retirement portfolio?
For long-horizon retirement investors, Plymouth Industrial REIT, Inc. (PLYM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.53), 4.4% yield). Both have compounded well over 10 years (PLYM: +68.9%, REXR: +184.6%), 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.
09What are the main differences between PLYM and REXR?
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. In terms of investment character: PLYM is a small-cap deep-value stock; REXR is a small-cap quality compounder stock. PLYM pays a dividend while REXR does not, making them suitable for different income and tax situations. 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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