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Terreno Realty Corporation (TRNO) Company Overview

Company Analysis

Terreno Realty Corporation TRNO

A comprehensive view of key metrics, scores, and financial health for Terreno Realty Corporation

Overview of Terreno Realty Corporation

TRNO NYQ
Real Estate REIT - Industrial Mid Cap
Terreno Realty Corporation (TRNO), is a Mid Cap company, in the REIT - Industrial industry, last closed at $62.18, about 10.1% undervalued vs fair value, -7.7% 1Y return, ranked 108/330 in sector.
$62.18
0.10%
As of March 13, 2026
Previous close • Vol 90d: 19.6%
52-Week Range
Market Cap
$6.52B
Enterprise Value
$7.44B
Overall Score
Scores locked

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Top Beats

Quick Facts

HQ Bellevue, WA
Employees 47
Fiscal year Dec 31

Next Events

Dividend Apr 10 Ex-div: Mar 27
Earnings May 6 Estimated

Fair Value Snapshot

Bear Base Bull
$61
$68
$77
Current: $62.18 +10% vs base

Engine Room Money Flow™

Mid Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$476.4M
24.5%%
Net Operating Income
$192.4M
30%%
Net Income
$401.2M
118.4%%
FFO (Funds From Operations)
$731.9M
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

FFO Payout Ratio
27.9%
Excellent

Dividends / FFO - basic dividend safety

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$207.2M
29.3% of AFFO

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
2/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating Terreno Realty Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
81
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Rent Pricing Power

Strong
81
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 94% Coverage
Trade-Off Triangle Visualization A ternary plot showing TRNO's balance between Growth (43.1%), Profitability (33.0%), and Safety (23.9%). Growth 43% Safety 24% Profitability 33%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

80th percentile vs peers
80
Key Signals
Rev Growth YoY 24.5% 97p Revenue CAGR 3Y 19.9% 93p FFO Growth YoY 89.8% 85p AFFO YoY Growth 1.01 85p EPS Growth YoY 1.04 75p
  • Growth performance in top 20% of peers (percentile: 80)
  • Rev Growth Yoy in top 20% of peers (24.5%, 97th percentile)
  • Revenue Cagr 3Y in top 20% of peers (19.9%, 93th percentile)
  • Ffo Growth Yoy in top 20% of peers (89.8%, 85th percentile)

No significant risks identified for this axis.

Profitability

61th percentile vs peers
61
Key Signals
Strengths
Risks
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Safety

44th percentile vs peers
44
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Terreno Realty Corporation.

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Bear
-
- - -
- upside
-
Base
$68.49
- - -
+10.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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