Alexandria Real Estate Equities, Inc. (ARE) vs Terreno Realty Corporation (TRNO)

A side-by-side comparison of Alexandria Real Estate Equities, Inc. and Terreno Realty Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — ARE vs TRNO

growth of $100 · dividends reinvested · last 10y
ARE -29.5% (-3.4%/yr)TRNO +208.4% (+11.9%/yr)TRNO compounded faster over this window
100200300Start $10020182020202220242026$70$308
ARE TRNO

ARE vs TRNO: by the numbers

  • •ARE is the larger company ($8.70B vs $7.02B market cap).
  • •TRNO is profitable (77.27% net margin) while ARE runs a net loss (-30.57%).
  • •TRNO grew revenue faster over the past five years (20.25% vs 8.23% CAGR).
  • •ARE pays the higher dividend yield (6.80% vs 3.19%).

Metrics side by side

Valuation

MetricARETRNO
P/E ratioN/A17.76
Forward P/E32.9331.31
P/S ratio2.9413.97
P/B ratio0.561.58
EV / EBITDAN/A24.07
FCF yield10.07%2.64%

For REITs like Alexandria Real Estate Equities, Inc., GAAP P/E is distorted: heavy non-cash property depreciation depresses reported earnings and overstates the multiple. Real-estate companies are valued on funds from operations (FFO / AFFO) and price-to-FFO — see the Funds From Operations section. The P/E is shown for reference only.

For REITs like Terreno Realty Corporation, GAAP P/E is distorted: heavy non-cash property depreciation depresses reported earnings and overstates the multiple. Real-estate companies are valued on funds from operations (FFO / AFFO) and price-to-FFO — see the Funds From Operations section. The P/E is shown for reference only.

Profitability

MetricARETRNO
Gross margin69.46%75.84%
Operating margin-45.72%41.42%
Net margin-30.57%77.27%
ROE-5.81%8.77%
ROIC-4.23%3.65%

Dividends

MetricARETRNO
Dividend yield6.80%3.19%
Payout ratioN/A55.91%

Alexandria Real Estate Equities, Inc.'s payout ratio is measured against GAAP earnings, which non-cash depreciation depresses for REITs — the dividend is conventionally assessed against funds from operations (FFO / AFFO) instead, so the GAAP figure overstates the payout burden.

Terreno Realty Corporation's payout ratio is measured against GAAP earnings, which non-cash depreciation depresses for REITs — the dividend is conventionally assessed against funds from operations (FFO / AFFO) instead, so the GAAP figure overstates the payout burden.

Growth (annualized)

MetricARETRNO
Revenue CAGR (5Y)8.23%20.25%
EPS CAGR (5Y)N/A35.52%
FCF CAGR (5Y)9.89%18.95%
Total return CAGR (5Y)-20.40%2.24%

Frequently asked

Which has grown faster, ARE or TRNO?
Over the past five years, TRNO grew revenue faster — ARE at a 8.23% CAGR versus TRNO at 20.25%.
Does ARE or TRNO pay a bigger dividend?
ARE yields 6.80% and TRNO yields 3.19% based on trailing dividends and the latest price.
Is ARE or TRNO more profitable?
TRNO runs the higher net margin — ARE at -30.57% versus TRNO at 77.27%.
How have ARE and TRNO total returns compared?
Over the past 10 years, ARE delivered -3.64% and TRNO delivered 12.30% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.