PLYM
Plymouth Industrial REIT, Inc.
REIT - Industrial
Market Cap$979M
5Y Perf.+48.5%
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Stock Comparison
PLYM vs TRNO
Revenue, margins, valuation, and 5-year total return — side by side.
TRNO
Terreno Realty Corporation
REIT - Industrial
Market Cap$7.07B
5Y Perf.+14.7%
PLYM vs TRNO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | PLYM | TRNO |
|---|---|---|
| Industry | REIT - Industrial | REIT - Industrial |
| Market Cap | $979M | $7.07B |
| Revenue (TTM) | $192M | $490M |
| Net Income (TTM) | $93M | $424M |
| Gross Margin | 69.7% | 57.0% |
| Operating Margin | 17.3% | 30.5% |
| Forward P/E | 7.1x | 48.9x |
| Total Debt | $646M | $943M |
| Cash & Equiv. | $18M | $25M |
PLYM vs TRNO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
PLYM
TRNO
| Stock | May 20 | Jan 26 | Return |
|---|---|---|---|
| Plymouth Industrial… (PLYM) | 100 | 148.5 | +48.5% |
| Terreno Realty Corp… (TRNO) | 100 | 114.7 | +14.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PLYM vs TRNO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: PLYM leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and capital preservation and lower volatility. Terreno Realty Corporation is the stronger pick specifically for growth and revenue expansion and profitability and margin quality. As sector peers, any of these can serve as alternatives in the same allocation.
PLYM
Plymouth Industrial REIT, Inc.
The Real Estate Income Play
PLYM carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.20, yield 4.4%
- Lower volatility, beta 0.20, current ratio 0.42x
- Beta 0.20, yield 4.4%, current ratio 0.42x
Best for: income & stability and sleep-well-at-night
TRNO
Terreno Realty Corporation
The Real Estate Income Play
TRNO is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 24.5%, EPS growth 104.2%, 3Y rev CAGR 19.9%
- 236.3% 10Y total return vs PLYM's 68.9%
- 24.5% FFO/revenue growth vs PLYM's -0.7%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | TRNO | 24.5% FFO/revenue growth vs PLYM's -0.7% |
| Value | PLYM | Lower P/E (7.1x vs 48.9x) |
| Quality / Margins | TRNO | 86.5% margin vs PLYM's 48.5% |
| Stability / Safety | PLYM | Beta 0.20 vs TRNO's 0.69 |
| Dividends | PLYM | 4.4% yield, 1-year raise streak, vs TRNO's 3.0% |
| Momentum (1Y) | PLYM | +45.5% vs TRNO's +21.9% |
| Efficiency (ROA) | TRNO | 8.0% ROA vs PLYM's 5.9%, ROIC 3.0% vs 2.1% |
PLYM vs TRNO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLTRNOLAGGINGPLYM
PLYMPlymouth Industrial R…
1leads
TRNOTerreno Realty Corpor…
3leads
6 Total Categories
CATEGORYLEADERvs PLYMMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
TRNO4/6
Valuation MetricsMultiples, price ratios, and targets
PLYM4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
TRNO5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
TRNO4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
TRNO leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TRNO is the larger business by revenue, generating $490M annually — 2.6x PLYM's $192M. TRNO is the more profitable business, keeping 86.5% of every revenue dollar as net income compared to PLYM's 48.5%. On growth, TRNO holds the edge at +12.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | PLYMPlymouth Industri… | TRNOTerreno Realty Co… |
|---|---|---|
| RevenueTrailing 12 months | $192M | $490M |
| EBITDAEarnings before interest/tax | $116M | $274M |
| Net IncomeAfter-tax profit | $93M | $424M |
| Free Cash FlowCash after capex | $95M | $228M |
| Gross MarginGross profit ÷ Revenue | +69.7% | +57.0% |
| Operating MarginEBIT ÷ Revenue | +17.3% | +30.5% |
| Net MarginNet income ÷ Revenue | +48.5% | +86.5% |
| FCF MarginFCF ÷ Revenue | +49.4% | +46.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | -1.4% | +12.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.5% | +40.4% |
TRNO leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
PLYM leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 7.1x trailing earnings, PLYM trades at a 58% valuation discount to TRNO's 17.0x P/E. On an enterprise value basis, PLYM's 13.3x EV/EBITDA is more attractive than TRNO's 25.4x.
| Metric | PLYMPlymouth Industri… | TRNOTerreno Realty Co… |
|---|---|---|
| Market CapShares × price | $979M | $7.1B |
| Enterprise ValueMkt cap + debt − cash | $1.6B | $8.0B |
| Trailing P/EPrice ÷ TTM EPS | 7.11x | 16.97x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 48.86x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.48x |
| EV / EBITDAEnterprise value multiple | 13.32x | 25.44x |
| Price / SalesMarket cap ÷ Revenue | 4.94x | 14.84x |
| Price / BookPrice ÷ Book value/share | 1.69x | 1.65x |
| Price / FCFMarket cap ÷ FCF | 10.19x | 33.91x |
PLYM leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
TRNO leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
PLYM delivers a 16.8% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $10 for TRNO. TRNO carries lower financial leverage with a 0.23x 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 TRNO's 5/9, reflecting strong financial health.
| Metric | PLYMPlymouth Industri… | TRNOTerreno Realty Co… |
|---|---|---|
| ROE (TTM)Return on equity | +16.8% | +10.4% |
| ROA (TTM)Return on assets | +5.9% | +8.0% |
| ROICReturn on invested capital | +2.1% | +3.0% |
| ROCEReturn on capital employed | +2.8% | +4.0% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 1.10x | 0.23x |
| Net DebtTotal debt minus cash | $628M | $918M |
| Cash & Equiv.Liquid assets | $18M | $25M |
| Total DebtShort + long-term debt | $646M | $943M |
| Interest CoverageEBIT ÷ Interest expense | 0.97x | 13.27x |
TRNO leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
TRNO leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PLYM five years ago would be worth $13,852 today (with dividends reinvested), compared to $11,705 for TRNO. Over the past 12 months, PLYM leads with a +45.5% total return vs TRNO's +21.9%. The 3-year compound annual growth rate (CAGR) favors TRNO at 5.3% vs PLYM's 4.8% — a key indicator of consistent wealth creation.
| Metric | PLYMPlymouth Industri… | TRNOTerreno Realty Co… |
|---|---|---|
| YTD ReturnYear-to-date | +0.5% | +13.6% |
| 1-Year ReturnPast 12 months | +45.5% | +21.9% |
| 3-Year ReturnCumulative with dividends | +15.1% | +16.7% |
| 5-Year ReturnCumulative with dividends | +38.5% | +17.1% |
| 10-Year ReturnCumulative with dividends | +68.9% | +236.3% |
| CAGR (3Y)Annualised 3-year return | +4.8% | +5.3% |
TRNO leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — PLYM and TRNO each lead in 1 of 2 comparable metrics.
Risk & Volatility
PLYM is the less volatile stock with a 0.20 beta — it tends to amplify market swings less than TRNO's 0.69 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | PLYMPlymouth Industri… | TRNOTerreno Realty Co… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.20x | 0.69x |
| 52-Week HighHighest price in past year | $22.74 | $67.55 |
| 52-Week LowLowest price in past year | $14.05 | $53.00 |
| % of 52W HighCurrent price vs 52-week peak | +96.7% | +98.5% |
| RSI (14)Momentum oscillator 0–100 | 56.8 | 57.9 |
| Avg Volume (50D)Average daily shares traded | 132K | 524K |
Evenly matched — PLYM and TRNO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — PLYM and TRNO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PLYM as "Hold" and TRNO as "Buy". Consensus price targets imply 4.6% upside for TRNO (target: $70) vs -4.5% for PLYM (target: $21). For income investors, PLYM offers the higher dividend yield at 4.40% vs TRNO's 2.98%.
| Metric | PLYMPlymouth Industri… | TRNOTerreno Realty Co… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $21.00 | $69.60 |
| # AnalystsCovering analysts | 16 | 32 |
| Dividend YieldAnnual dividend ÷ price | +4.4% | +3.0% |
| Dividend StreakConsecutive years of raises | 1 | 15 |
| Dividend / ShareAnnual DPS | $0.97 | $1.98 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
Evenly matched — PLYM and TRNO each lead in 1 of 2 comparable metrics.
Key Takeaway
TRNO leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). PLYM leads in 1 (Valuation Metrics). 2 tied.
Best OverallTerreno Realty Corporation (TRNO)Leads 3 of 6 categories
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PLYM vs TRNO: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PLYM or TRNO a better buy right now?
For growth investors, Terreno Realty Corporation (TRNO) is the stronger pick with 24.
5% revenue growth year-over-year, versus -0. 7% for Plymouth Industrial REIT, Inc. (PLYM). Plymouth Industrial REIT, Inc. (PLYM) offers the better valuation at 7. 1x trailing P/E, making it the more compelling value choice. Analysts rate Terreno Realty Corporation (TRNO) a "Buy" — based on 32 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 TRNO?
On trailing P/E, Plymouth Industrial REIT, Inc.
(PLYM) is the cheapest at 7. 1x versus Terreno Realty Corporation at 17. 0x.
03Which is the better long-term investment — PLYM or TRNO?
Over the past 5 years, Plymouth Industrial REIT, Inc.
(PLYM) delivered a total return of +38. 5%, compared to +17. 1% for Terreno Realty Corporation (TRNO). Over 10 years, the gap is even starker: TRNO returned +236. 3% 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 TRNO?
By beta (market sensitivity over 5 years), Plymouth Industrial REIT, Inc.
(PLYM) is the lower-risk stock at 0. 20β versus Terreno Realty Corporation's 0. 69β — meaning TRNO is approximately 237% more volatile than PLYM relative to the S&P 500. On balance sheet safety, Terreno Realty Corporation (TRNO) carries a lower debt/equity ratio of 23% versus 110% for Plymouth Industrial REIT, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — PLYM or TRNO?
By revenue growth (latest reported year), Terreno Realty Corporation (TRNO) is pulling ahead at 24.
5% versus -0. 7% for Plymouth Industrial REIT, Inc. (PLYM). On earnings-per-share growth, the picture is similar: Plymouth Industrial REIT, Inc. grew EPS 1445% year-over-year, compared to 104. 2% for Terreno Realty Corporation. Over a 3-year CAGR, TRNO leads at 19. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — PLYM or TRNO?
Terreno Realty Corporation (TRNO) is the more profitable company, earning 84.
6% net margin versus 70. 2% for Plymouth Industrial REIT, Inc. — meaning it keeps 84. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TRNO leads at 40. 4% versus 18. 2% for PLYM. At the gross margin level — before operating expenses — TRNO leads at 75. 8%, 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.
07Is PLYM or TRNO more undervalued right now?
Analyst consensus price targets imply the most upside for TRNO: 4.
6% to $69. 60.
08Which pays a better dividend — PLYM or TRNO?
All stocks in this comparison pay dividends.
Plymouth Industrial REIT, Inc. (PLYM) offers the highest yield at 4. 4%, versus 3. 0% for Terreno Realty Corporation (TRNO).
09Is PLYM or TRNO 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. 20), 4. 4% yield). Both have compounded well over 10 years (PLYM: +68. 9%, TRNO: +236. 3%), 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.
10What are the main differences between PLYM and TRNO?
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; TRNO is a small-cap high-growth stock. 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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Revenue Growth>
%
(PLYM: -1.4% · TRNO: 12.7%)Net Margin>
%
(PLYM: 48.5% · TRNO: 86.5%)P/E Ratio<
x
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