Data as of:
LIVE
PLYM
Plymouth Industrial REIT, Inc. · Real Estate - Industrial REIT
N/A
N/A this month
VERSUS
COMPARE
REXR
Rexford Industrial Realty, Inc. · Real Estate - Industrial REIT
$38.39
+2.21% this month
Comparison scoreboard
MIXED SETUPAI Scorei
PLYM N/A
REXR 36.7
1Y Returni
PLYM N/A
REXR -9.71%
Fwd P/Ei
PLYM N/A
REXR 37.09
Target Up.i
PLYM N/A
REXR +10.05%
Op. Margini
PLYM N/A
REXR 41.59%
Metrics last refreshed: 9/20/2026
Quick take
PLYM vs REXR Stock Comparison: AI Score, Valuation, Performance and Upside
REXR is concentrated exclusively in the supply-constrained, high-barrier Southern California industrial market with strong historical rent growth, while PLYM targets less competitive secondary and tertiary industrial markets in the Midwest and Southeast at lower cost bases. Both are industrial REITs but pursue very different geographic and market-tier strategies.
PLYM vs REXR contrasts a secondary-market-focused industrial REIT pursuing lower-cost-basis acquisitions against a premium, supply-constrained Southern California infill industrial REIT with strong historical rent growth.
Live analysis · updated 9/20/2026
PLYM and REXR are closely matched — they split the tracked metrics evenly.
Normalized 1Y performance
PLYM
REXR
Not enough data to chart yet.
Recent returns
PLYM
REXR
Analyst price targets & sentiment
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
PLYM
Price target data unavailable
N/A
REXR
Price target range
analyst mean$40.31
current price$38.39
+10.1% upside to analyst mean
Who should consider this stock?
PLYM may suit investors who:
- Want exposure to secondary and tertiary market industrial real estate at lower valuations
- See value in less competitive acquisition markets in the Midwest and Southeast
- Are comfortable with smaller scale and a less premium property profile
REXR may suit investors who:
- Want concentrated exposure to the supply-constrained Southern California industrial market
- Value Rexford's strong track record of mark-to-market rent growth
- Are comfortable with complete geographic concentration in a single regional market
Performance & AI score
| Metric | PLYM | REXR |
|---|---|---|
| AI scorei | N/A | 36.7 |
| AI ranki | N/A | #1560 |
| Latest closei | N/A | $38.39 |
| 1M returni | N/A | +2.21% |
| 6M returni | N/A | +11.18% |
| 1Y returni | N/A | -9.71% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | PLYM | REXR |
|---|---|---|
| 1Y ago | N/A | $9.03K (-9.7%) started 2025-09-18 |
| 5Y ago | N/A | $6.43K (-35.7%) started 2021-09-20 |
| 10Y ago | N/A | $17.48K (+74.8%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | PLYM | REXR |
|---|---|---|
| Market capi | N/A | $8.37B |
| Trailing P/Ei | N/A | N/A |
| Forward P/Ei | N/A | 37.09 |
| Price/Salesi | 4.94 | N/A |
| EV/Revenuei | N/A | 12.07 |
| Analyst targeti | N/A | $40.31 |
| Target upsidei | N/A | +10.05% |
Growth, profitability & risk
| Metric | PLYM | REXR |
|---|---|---|
| Revenue growthi | N/A | -1.60% |
| Earnings growthi | N/A | N/A |
| EPS growthi | N/A | N/A |
| FCF margini | N/A | +34.46% |
| Operating margini | N/A | 41.59% |
| Profit margini | N/A | -39.16% |
| ROIC proxyi | N/A | -4.73% |
| Return on equityi | N/A | -4.73% |
| Dividend yieldi | N/A | 4.70% |
| Payout ratioi | N/A | 183.51% |
| Dividend growth streaki | N/A | N/A |
| Betai | 0.45 | 1.21 |
| Debt/equityi | N/A | 41.45 |
| Current ratioi | N/A | 0.34 |
| Quick ratioi | N/A | 0.23 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
PLYM max drawdowniN/A
REXR max drawdowni26.64%
PLYM max wkly dropiN/A
REXR max wkly dropi9.40%
5Y risk snapshot
PLYM max drawdowniN/A
REXR max drawdowni62.35%
PLYM max wkly dropiN/A
REXR max wkly dropi19.34%
10Y risk snapshot
PLYM max drawdowniN/A
REXR max drawdowni62.35%
PLYM max wkly dropiN/A
REXR max wkly dropi22.33%
Performance metrics by period
| Period | Metric | PLYM | REXR |
|---|---|---|---|
| 1Y | Growthi | N/A | -9.71% |
| CAGRi | N/A | -9.72% | |
| Volatilityi | N/A | 25.26% | |
| Sharpe ratioi | N/A | -0.46 | |
| Sortino ratioi | N/A | -0.68 | |
| Max drawdowni | N/A | 26.64% | |
| Current drawdowni | N/A | 13.26% | |
| Avg drawdowni | N/A | 14.18% | |
| Ulcer Indexi | N/A | 15.81% | |
| Max daily dropi | N/A | 6.45% | |
| Max wkly dropi | N/A | 9.40% | |
| 5Y | Growthi | N/A | -35.67% |
| CAGRi | N/A | -8.46% | |
| Volatilityi | N/A | 27.65% | |
| Sharpe ratioi | N/A | -0.35 | |
| Sortino ratioi | N/A | -0.48 | |
| Max drawdowni | N/A | 62.35% | |
| Current drawdowni | N/A | 54.22% | |
| Avg drawdowni | N/A | 39.13% | |
| Ulcer Indexi | N/A | 42.44% | |
| Max daily dropi | N/A | 9.07% | |
| Max wkly dropi | N/A | 19.34% | |
| 10Y | Growthi | N/A | +74.82% |
| CAGRi | N/A | +5.75% | |
| Volatilityi | N/A | 27.17% | |
| Sharpe ratioi | N/A | 0.18 | |
| Sortino ratioi | N/A | 0.25 | |
| Max drawdowni | N/A | 62.35% | |
| Current drawdowni | N/A | 54.22% | |
| Avg drawdowni | N/A | 22.49% | |
| Ulcer Indexi | N/A | 30.65% | |
| Max daily dropi | N/A | 20.34% | |
| Max wkly dropi | N/A | 22.33% |
Business comparison
| Category | PLYM | REXR |
|---|---|---|
| Company | Plymouth Industrial REIT, Inc. | Rexford Industrial Realty, Inc. |
| Sector | Real Estate - Industrial REIT | Real Estate |
| Industry | N/A | REIT - Industrial |
| Core business | Plymouth Industrial REIT owns and operates light industrial and warehouse/distribution properties primarily across secondary and tertiary U.S. markets in the Midwest and Southeast. | Rexford Industrial Realty owns and operates infill industrial properties exclusively in Southern California, one of the most supply-constrained and high-demand industrial markets in the United States. |
| Investor focus | Investors track Plymouth's acquisition pace and cap rates in secondary industrial markets, leasing spreads, and occupancy trends. | Investors track Rexford's same-store rent growth and mark-to-market rent spreads in its highly supply-constrained Southern California infill markets. |
PLYM strengths
- Focused strategy targeting less competitive secondary and tertiary industrial markets
- Smaller scale provides more room for percentage-based portfolio growth
- Lower acquisition cost basis in secondary markets relative to primary coastal markets
REXR strengths
- Exclusive focus on Southern California, one of the most supply-constrained industrial markets in the U.S.
- Strong historical mark-to-market rent growth as below-market leases roll to current rates
- High barriers to new industrial construction in its core Southern California markets support pricing power
Risks to watch — PLYM
- Secondary market properties may carry less long-term rent growth potential than premier infill locations
- Smaller scale than larger industrial REIT peers limits diversification and capital cost advantages
- Industrial real estate demand growth has moderated from pandemic-era e-commerce-driven peaks
Risks to watch — REXR
- Complete geographic concentration in Southern California creates regional economic and regulatory risk
- Premium valuation reflects market-leading rent growth expectations that must be sustained
- California-specific regulatory and tax policy changes could affect long-term returns
Frequently asked questions
Free public comparison
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Related comparisons
More comparisons
Browse all 1,000 comparisons