Análisis Argos
REXR
REXRCara1 señal de riesgo
Rexford Industrial Realty, Inc. · Real Estate
US$ 34.21
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
42/100
LA RESPUESTA
El mercado le pide crezca 50.3% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Reparte dividendo sostenible (5.06%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Beneish M-Score sugiere manipulación (1.41)
VALOR1/6FUTURO4/6PASADO2/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO2/6SALUD1/6DIVIDENDO5/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos42de 100Cara
Ingresos6%
US$ 1 B
Margen operativo45%
37.9%
Flujo de caja libre91%
US$ 0.2 B
Deuda neta
US$ 3.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 7.9B
P/E37.3x
EV/EBITDA16.1x
FCF yield2.6%
ROIC3.2%
Margen operativo37.9%
Crecim. ingresos+7.1%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

prnewswire.com · 29 jun
Rexford Industrial Announces Dates for Second Quarter 2026 Earnings Release and Conference Call
LOS ANGELES, June 29, 2026 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR), a real estate investment trust focused on creating value by investing in and operating industrial properties throughout infill Southern California, today announced that the Company will release second quarter 2026 financial results after the market closes on Thursday, July 23, 2026. A conference call with senior management will be held on Friday, July 24, 2026 at 11 a.m.
fool.com · 26 jun
Lineage vs. Rexford Industrial Realty: Which Real Estate Stock Is a Better Buy in 2026?
Lineage operates a massive temperature-controlled logistics network across three continents. Rexford Industrial Realty maintains a high-density portfolio focused exclusively on Southern California.
gurufocus.com · 9 jun
Is It Too Late to Buy Rexford Industrial Realty Inc (REXR) After 3.0% Rally? GF Value Says Undervalued
On June 09, 2026, Rexford Industrial Realty Inc (REXR) shares rose 3.0%, bringing the current price to $34.99. Despite today's gain, the stock has experienced a
seekingalpha.com · 6 jun
Why I Will Never Own Rental Properties Again, But I Keep Buying REITs
Rental properties are far less passive than gurus suggest. One bad tenant can quickly ruin the math. Public REITs offer similar benefits with far less effort.
seekingalpha.com · 3 jun
Rexford Industrial Realty, Inc. (REXR) Presents at Nareit REITweek: 2026 Investor Conference Transcript
Rexford Industrial Realty, Inc. (REXR) Presents at Nareit REITweek: 2026 Investor Conference Transcript
seekingalpha.com · 31 may
Anti-AI Investing: The HALO Moat
I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.
seekingalpha.com · 30 may
Rexford Industrial Realty: Sometimes, The Price Is Right
Rexford Industrial Realty is downgraded to hold due to persistent softness in leasing spreads, occupancy, and net absorption in infill markets. REXR's current valuation offers no margin of safety, with shares trading at an 8.74% discount to invested capital, closely matching the justified discount. Management has shifted to a defensive posture, prioritizing occupancy, asset dispositions, and share repurchases over acquisitions amid a negative investment spread.
prnewswire.com · 28 may
Rexford Industrial Releases Environmental, Social and Governance Impact Report
LOS ANGELES, May 28, 2026 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR), a real estate investment trust focused on creating value by investing in and operating industrial properties throughout infill Southern California, today published its 2025 Environmental, Social and Governance Impact (ESGi) Report. "Our ESGi Report reflects continued progress integrating sustainability across our strategy and operations — from reducing emissions to strengthening our commitment to our team and communities," said Laura Clark, Chief Executive Officer.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.