STAG Industrial, Inc. (STAG) on Decifer

Decifer ranks STAG number 218 of 265 tracked names on durable business quality.

Why it ranks here

• It earns strong returns on the money it puts to work, around 72% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is growing about 10% a year, profits grew 40% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, with profitability widening as it grows.
• It sits in a part of the market we are watching.
• We do not have a clean read on how it is run yet.
• Returns of 72% and 40% profit growth are offset by an unclear management read, momentum of 7 out of 35, and no funded role, so conviction is low.

The current read

The evidence on STAG lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Industrial Warehousing & Supply Chain Logistics: E-commerce-driven warehousing demand and post-pandemic supply chain reconfiguration are reshaping industrial real estate and freight flows.

Read the full STAG research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.