American Tower Corporation · AMT
$2.5B
$2.4B
$2.7B
$2.7B
$2.7B
$2.7B
$2.8B
$2.8B
$2.5B
$2.5B
$2.5B
$2.5B
$2.5B
$2.5B
$2.6B
$2.6B
$2.7B
$2.7B
$2.7B
—
20-quarter listed-company comparison
REIT - Specialty Stocks
REIT - Specialty: Iron Mountain Incorporated owns the largest revenue base AND the fastest current growth.
01 · the industry itself · before any single company
How has REIT - Specialty moved against S&P 500?
The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 40% behind S&P 500. Earnings across its companies grew 16% on average over the last four reported quarters.
BASING · +0 joined✓Fundamentals up, price down2 of 16 companies ahead of S&P 500 by 5% or more over three months3 are 20% or more behind over a year while earnings grew 20% or more
RS — · 9/16 >200d (+2) · 2/16 lead (+0) · EPS 12/15↑
REIT - Specialty, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
REIT - Specialty, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
REIT - Specialty, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 16 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
02 · sector relative strength, before individual stocks
Is REIT - Specialty outperforming S&P 500?
REIT - Specialty has underperformed S&P 500 by 12.7% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 5.1%. 5 of 15 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. OUTFRONT Media Inc. is the strongest against the sector itself at +18.9%.
-5.1%Sector vs S&P 500 · 13 weeks
-12.7%Sector vs S&P 500 · 52 weeks
5/15Stocks leading S&P 500
8/15Stocks leading sector
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: current leadership is concentrated, so durability matters more than rank.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
REIT - Specialty has underperformed S&P 500 by 12.7% over 52 weeks and 5.1% over 13 weeks. 5 of 15 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 15 beat the sector itself. Iron Mountain Incorporated leads with income of $7,245 million, based on 6 of 17 comparable companies through Mar 2026.
Companies
17
complete canonical membership
Combined market value
$422.8B
Equinix, Inc.
Revenue growing
5/6
positive TTM year-on-year growth
Beating S&P 500
5/15
positive Mansfield relative strength
Comparing 5 of 17
03 · research priority, made explicit
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Iron Mountain Incorporated has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 64% evidence confidence.
Lamar Advertising Company has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. Financial companies use P/BV÷ROE and asset quality; PEG, industrial OPM and ROCE are excluded. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative strength/20 |
|---|---|---|---|---|---|---|
| 1Iron Mountain IncorporatedIRM | 60.1/100Mixed-positive evidence64% evidence | ASLEEP | 26.2/35 Income 15.6% · PAT 100% 71% evidence | 10.8/25 ROA 1.6% · ROE -20.7% · GNPA — 68% evidence | 9.8/20 P/BV -25.01× · P/BV÷ROE — 10% evidence | 13.3/20 RS sector 13.7% · RS bench 6.9% · 1Y 39.2%7 of 12 weeks ahead 100% evidence |
| Exact sum: 26.2 + 10.8 + 9.8 + 13.3 = 60.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 2Lamar Advertising CompanyLAMR | 55.5/100Mixed-positive evidence76% evidence | FADING | 17.3/35 Income 3.4% · PAT 31.1% 71% evidence | 17.9/25 ROA 2.1% · ROE 10.1% · GNPA — 68% evidence | 5.9/20 P/BV 13.25× · P/BV÷ROE 1.31 70% evidence | 14.4/20 RS sector 12% · RS bench 5.5% · 1Y 37.6%7 of 12 weeks ahead 100% evidence |
| Exact sum: 17.3 + 17.9 + 5.9 + 14.4 = 55.5 · Decision use: Price leads the evidence: RS versus the benchmark is 5.5%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 3EPR PropertiesEPR | 55.1/100Mixed-positive evidence60% evidence | BREAKING OUT | 16.8/35 Income — · PAT — 26% evidence | 15.4/25 ROA 1.8% · ROE 2.9% · GNPA — 68% evidence | 8.1/20 P/BV 1.92× · P/BV÷ROE 0.66 70% evidence | 14.8/20 RS sector 5.6% · RS bench -0.7% · 1Y 13.7%4 of 12 weeks ahead 100% evidence |
| Exact sum: 16.8 + 15.4 + 8.1 + 14.8 = 55.1 · Decision use: Price leads the evidence: RS versus the benchmark is -0.7%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 4Weyerhaeuser CompanyWY | 52.9/100Mixed-positive evidence60% evidence | TURNING | 20.1/35 Income — · PAT — 26% evidence | 12.9/25 ROA 1.5% · ROE 1.7% · GNPA — 68% evidence | 7.5/20 P/BV 1.87× · P/BV÷ROE 1.1 70% evidence | 12.4/20 RS sector 0.9% · RS bench -5.1% · 1Y 1.4%1 of 12 weeks ahead 100% evidence |
| Exact sum: 20.1 + 12.9 + 7.5 + 12.4 = 52.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 5Gaming and Leisure Properties, Inc.GLPI | 51.8/100Mixed-positive evidence60% evidence | BASING | 20.1/35 Income — · PAT — 26% evidence | 17.7/25 ROA 2.5% · ROE 4.6% · GNPA — 68% evidence | 8.6/20 P/BV 2.6× · P/BV÷ROE 0.56 70% evidence | 5.4/20 RS sector -7.6% · RS bench -13.1% · 1Y -3.3%0 of 12 weeks ahead 100% evidence |
| Exact sum: 20.1 + 17.7 + 8.6 + 5.4 = 51.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 6Equinix, Inc.EQIX | 49.5/100Mixed-negative evidence60% evidence | ASLEEP | 18.6/35 Income — · PAT — 26% evidence | 13.5/25 ROA 1.5% · ROE 3.3% · GNPA — 68% evidence | 4.5/20 P/BV 7.15× · P/BV÷ROE 2.17 70% evidence | 12.9/20 RS sector 10.6% · RS bench 4.1% · 1Y 35.5%2 of 12 weeks ahead 100% evidence |
| Exact sum: 18.6 + 13.5 + 4.5 + 12.9 = 49.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 7American Tower CorporationAMT | 48.4/100Mixed-negative evidence60% evidence | BASING | 20.4/35 Income — · PAT — 26% evidence | 16.5/25 ROA 1.8% · ROE 8.6% · GNPA — 68% evidence | 3.5/20 P/BV 20.49× · P/BV÷ROE 2.38 70% evidence | 8.0/20 RS sector -8.4% · RS bench -14% · 1Y -15.1%0 of 12 weeks ahead 100% evidence |
| Exact sum: 20.4 + 16.5 + 3.5 + 8 = 48.4 · Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression. | ||||||
| 8OUTFRONT Media Inc.OUT | 47.6/100Mixed-negative evidence67% evidence | ASLEEP | 19.3/35 Income 3.2% · PAT -29.4% 45% evidence | 10.5/25 ROA 1.1% · ROE 2.8% · GNPA — 68% evidence | 3.5/20 P/BV 7.05× · P/BV÷ROE 2.52 70% evidence | 14.3/20 RS sector 18.9% · RS bench 12.2% · 1Y 90.9%5 of 12 weeks ahead 100% evidence |
| Exact sum: 19.3 + 10.5 + 3.5 + 14.3 = 47.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 9SBA Communications CorporationSBAC | 47.5/100Mixed-negative evidence64% evidence | BASING | 20.1/35 Income 6.3% · PAT 25.7% 71% evidence | 14.7/25 ROA 2.4% · ROE -3.9% · GNPA — 68% evidence | 9.8/20 P/BV -3.84× · P/BV÷ROE — 10% evidence | 2.9/20 RS sector -8.6% · RS bench -14.1% · 1Y -14.9%0 of 12 weeks ahead 100% evidence |
| Exact sum: 20.1 + 14.7 + 9.8 + 2.9 = 47.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 10Uniti Group Inc.UNIT | 47.0/100Mixed-negative evidence60% evidence | ASLEEP | 16.2/35 Income — · PAT — 26% evidence | 11.1/25 ROA 0.3% · ROE 13.7% · GNPA — 68% evidence | 6.3/20 P/BV 16.71× · P/BV÷ROE 1.22 70% evidence | 13.4/20 RS sector 14.3% · RS bench 7.7% · 1Y 58.3%6 of 12 weeks ahead 100% evidence |
| Exact sum: 16.2 + 11.1 + 6.3 + 13.4 = 47 · Decision use: Price leads the evidence: RS versus the benchmark is 7.7%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 11Digital Realty Trust, Inc.DLR | 45.8/100Mixed-negative evidence60% evidence | BASING | 17.0/35 Income — · PAT — 26% evidence | 10.4/25 ROA 0.8% · ROE 1.7% · GNPA — 68% evidence | 5.9/20 P/BV 2.3× · P/BV÷ROE 1.35 70% evidence | 12.5/20 RS sector 5.5% · RS bench -0.8% · 1Y 14.1%0 of 12 weeks ahead 100% evidence |
| Exact sum: 17 + 10.4 + 5.9 + 12.5 = 45.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 12Rayonier Inc.RYN | 38.0/100Thin evidence · provisional55% evidence | TURNING | 12.6/35 Income -29.1% · PAT -80.2% 45% evidence | 6.3/25 ROA -0.2% · ROE -0.3% · GNPA — 68% evidence | 9.8/20 P/BV 1.17× · P/BV÷ROE — 10% evidence | 9.3/20 RS sector -7.5% · RS bench -13.2% · 1Y -15.8%0 of 12 weeks ahead 100% evidence |
| Exact sum: 12.6 + 6.3 + 9.8 + 9.3 = 38 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 13Farmland Partners Inc.FPI | 37.6/100Thin evidence · provisional54% evidence | BASING | 19.9/35 Income — · PAT — 26% evidence | 8.0/25 ROA 0.4% · ROE 0.6% · GNPA — 68% evidence | 5.4/20 P/BV 0.92× · P/BV÷ROE 1.53 70% evidence | 4.3/20 RS sector -12.1% · RS bench -17.5% · 1Y -10.6%0 of 12 weeks ahead 70% evidence |
| Exact sum: 19.9 + 8 + 5.4 + 4.3 = 37.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 14Gladstone Land CorporationLAND | 29.8/100Thin evidence · provisional58% evidence | BASING | 10.5/35 Income 7.3% · PAT -140% 71% evidence | 6.5/25 ROA 0% · ROE -0.6% · GNPA — 68% evidence | 9.8/20 P/BV 0.62× · P/BV÷ROE — 10% evidence | 3.0/20 RS sector -18.4% · RS bench -23.3% · 1Y -6.1%0 of 12 weeks ahead 70% evidence |
| Exact sum: 10.5 + 6.5 + 9.8 + 3 = 29.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 15Blackstone Digital Infrastructure Trust Inc.BXDC | 50.0/100Thin evidence · provisional0% evidence | 17.5/35 Income — · PAT — 0% evidence | 12.5/25 ROA — · ROE — · GNPA — 0% evidence | 10.0/20 P/BV — · P/BV÷ROE — 0% evidence | 10.0/20 RS sector — · RS bench — · 1Y — 0% evidence | |
| Exact sum: 17.5 + 12.5 + 10 + 10 = 50 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 16Fermi Inc.FRMI | 41.5/100Thin evidence · provisional19% evidence | TURNING | 17.5/35 Income — · PAT — 0% evidence | 4.3/25 ROA -9.4% · ROE -17.6% · GNPA — 68% evidence | 9.7/20 P/BV 3.43× · P/BV÷ROE — 10% evidence | 10.0/20 RS sector — · RS bench — · 1Y —7 of 12 weeks ahead 0% evidence |
| Exact sum: 17.5 + 4.3 + 9.7 + 10 = 41.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 17Crown Castle Inc.CCI | 41.0/100Thin evidence · provisional48% evidence | ASLEEP | 16.6/35 Income — · PAT — 26% evidence | 12.7/25 ROA 1.7% · ROE -10.9% · GNPA — 68% evidence | 9.8/20 P/BV -10.11× · P/BV÷ROE — 10% evidence | 1.9/20 RS sector -16.7% · RS bench -21.7% · 1Y -25.7%0 of 12 weeks ahead 100% evidence |
| Exact sum: 16.6 + 12.7 + 9.8 + 1.9 = 41 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
Showing 10 of 17 companies
04 · what price has already done
Market action
OUTFRONT Media Inc. has the strongest one-year price move in REIT - Specialty at +90.9%. It also leads on Mansfield relative strength against the S&P 500 at +12.2%. 5 of 15 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.
Price and relative strength
Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against REIT - Specialty itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
05 · compare level, then change
Income Scale & Growth Durability
Iron Mountain Incorporated has the highest Income among the 17 REIT - Specialty companies compared here, at $7,245 million. SBA Communications Corporation is next at $2,854 million. The same company also holds the highest Income growth, at 15.6%. 6 of 17 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Iron Mountain Incorporated is the scale leader at $7,245 million, 153.9% ahead of SBA Communications Corporation. Iron Mountain Incorporated's growth is 15.6% from a $7,245 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderIron Mountain Incorporated · $7,245 million
Gap153.9% versus #2 · SBA Communications Corporation
Persistence8/8 recent comparable periods
Coverage6/17 companies · 284 observations
Investor read: Iron Mountain Incorporated is the scale benchmark; Iron Mountain Incorporated is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Iron Mountain Incorporated's growth falls below Iron Mountain Incorporated's for two consecutive comparable reports while operating margin also compresses.
For lenders, reported income is used instead of industrial-company sales. Growth is compared year-on-year.
Incomelargest
Income growthfastest growers
Income · company comparison
6/17 level · 6/17 change
On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.
All-company data · latest reported quarter
In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | Income | Income growth | Reported |
|---|---|---|---|
| American Tower Corporation AMT | $2.7B | 6.8% | Jun 2026 |
| Equinix, Inc. EQIX | $2.4B | 9.8% | Jun 2026 |
| Iron Mountain Incorporated IRM | $1.9B | 22% | Mar 2026 |
| Weyerhaeuser Company WY | $1.7B | -2.0% | Jun 2026 |
| Digital Realty Trust, Inc. DLR | $1.6B | 16% | Jun 2026 |
| Crown Castle Inc. CCI | $1.0B | -4.8% | Jun 2026 |
| Uniti Group Inc. UNIT | $988M | 236% | Jun 2026 |
| SBA Communications Corporation SBAC | $703M | 5.9% | Mar 2026 |
| Lamar Advertising Company LAMR | $528M | 4.6% | Mar 2026 |
| OUTFRONT Media Inc. OUT | $430M | 10.0% | Mar 2026 |
| Gaming and Leisure Properties, Inc. GLPI | $420M | 6.3% | Jun 2026 |
| Rayonier Inc. RYN | $277M | 234% | Mar 2026 |
| EPR Properties EPR | $181M | 3.4% | Jun 2026 |
| Gladstone Land Corporation LAND | $17M | 0.0% | Mar 2026 |
| Farmland Partners Inc. FPI | $10M | 0.0% | Jun 2026 |
Full 20-quarter history · every available company
Income · reported quarter history
Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Crown Castle Inc. · CCI
$1.6B
$1.7B
$1.7B
$1.7B
$1.7B
$1.8B
$1.8B
$1.9B
$1.7B
$1.7B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B
$1.0B
—
Digital Realty Trust, Inc. · DLR
$1.1B
$1.1B
$1.1B
$1.1B
$1.2B
$1.2B
$1.3B
$1.4B
$1.4B
$1.4B
$1.3B
$1.4B
$1.4B
$1.4B
$1.4B
$1.5B
$1.6B
$1.6B
$1.6B
—
EPR Properties · EPR
$140M
$155M
$157M
$160M
$161M
$179M
$171M
$173M
$189M
$172M
$167M
$173M
$181M
$177M
$175M
$178M
$182M
$183M
$181M
—
Equinix, Inc. · EQIX
$1.7B
$1.7B
$1.7B
$1.8B
$1.8B
$1.9B
$2.0B
$2.0B
$2.1B
$2.1B
$2.1B
$2.2B
$2.2B
$2.3B
$2.2B
$2.3B
$2.3B
$2.4B
$2.4B
—
Gaming and Leisure Properties, Inc. · GLPI
$299M
$298M
$315M
$327M
$334M
$336M
$355M
$357M
$360M
$369M
$376M
$381M
$385M
$390M
$395M
$395M
$398M
$407M
$420M
—
Iron Mountain Incorporated · IRM
$1.1B
$1.2B
$1.2B
$1.3B
$1.3B
$1.3B
$1.3B
$1.4B
$1.4B
$1.4B
$1.5B
$1.5B
$1.6B
$1.6B
$1.6B
$1.7B
$1.8B
$1.8B
$1.9B
—
Lamar Advertising Company · LAMR
$477M
$495M
$451M
$518M
$527M
$536M
$471M
$541M
$543M
$556M
$498M
$565M
$564M
$580M
$505M
$579M
$586M
$596M
$528M
—
OUTFRONT Media Inc. · OUT
$399M
$465M
$374M
$450M
$454M
$495M
$396M
$469M
$455M
$501M
$409M
$477M
$452M
$493M
$391M
$460M
$468M
$513M
$430M
—
Rayonier Inc. · RYN
$365M
$262M
$222M
$246M
$195M
$245M
$179M
$209M
$202M
$467M
$114M
$100M
$124M
$650M
$83M
$107M
$178M
$117M
$277M
—
SBA Communications Corporation · SBAC
$589M
$595M
$620M
$652M
$676M
$686M
$676M
$679M
$683M
$675M
$658M
$660M
$668M
$694M
$664M
$699M
$732M
$720M
$703M
—
Weyerhaeuser Company · WY
$2.3B
$2.2B
$3.1B
$3.0B
$2.3B
$1.8B
$1.9B
$2.0B
$2.0B
$1.8B
$1.8B
$1.9B
$1.7B
$1.7B
$1.8B
$1.9B
$1.7B
$1.5B
$1.7B
—
Income growth · reported quarter history
Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
American Tower Corporation · AMT
—
—
—
16%
8.9%
11%
4.0%
3.7%
-5.7%
-9.2%
-9.2%
-8.2%
0.0%
3.8%
2.0%
3.2%
7.7%
7.5%
6.8%
—
Crown Castle Inc. · CCI
—
—
—
9.5%
7.9%
6.7%
1.8%
7.7%
-4.5%
-5.1%
-37%
-41%
-33%
-33%
-4.8%
-4.3%
-4.3%
-4.3%
-4.8%
—
Digital Realty Trust, Inc. · DLR
—
—
—
4.2%
5.2%
11%
19%
20%
18%
11%
-0.6%
-0.7%
2.1%
4.8%
5.8%
10%
10%
14%
16%
—
EPR Properties · EPR
—
—
—
28%
15%
15%
8.9%
8.1%
17%
-3.9%
-2.3%
0.0%
-4.2%
2.9%
4.8%
2.9%
0.6%
3.4%
3.4%
—
Equinix, Inc. · EQIX
—
—
—
9.6%
9.9%
9.7%
15%
11%
12%
13%
6.5%
6.9%
6.8%
7.2%
4.6%
4.5%
5.2%
7.0%
9.8%
—
Gaming and Leisure Properties, Inc. · GLPI
—
—
—
2.8%
12%
13%
13%
9.2%
7.8%
9.8%
5.9%
6.7%
6.9%
5.7%
5.1%
3.7%
3.4%
4.4%
6.3%
—
Iron Mountain Incorporated · IRM
—
—
—
15%
14%
10%
5.3%
5.3%
7.9%
11%
12%
13%
12%
11%
7.9%
12%
13%
17%
22%
—
Lamar Advertising Company · LAMR
—
—
—
16%
10%
8.3%
4.4%
4.4%
3.0%
3.7%
5.7%
4.4%
3.9%
4.3%
1.4%
2.5%
3.9%
2.8%
4.6%
—
OUTFRONT Media Inc. · OUT
—
—
—
32%
14%
6.5%
5.9%
4.2%
0.2%
1.2%
3.3%
1.7%
-0.7%
-1.6%
-4.4%
-3.6%
3.5%
4.1%
10.0%
—
Rayonier Inc. · RYN
—
—
—
-15%
-47%
-6.5%
-19%
-15%
3.6%
91%
-36%
-52%
-39%
39%
-27%
7.0%
44%
-82%
234%
—
SBA Communications Corporation · SBAC
—
—
—
13%
15%
15%
9.0%
4.1%
1.0%
-1.6%
-2.7%
-2.8%
-2.2%
2.8%
0.9%
5.9%
9.6%
3.8%
5.9%
—
Weyerhaeuser Company · WY
—
—
—
-5.4%
-2.9%
-17%
-40%
-33%
-11%
-2.7%
-4.5%
-2.9%
-17%
-3.7%
-1.8%
-2.8%
2.1%
-9.8%
-2.0%
—
06 · compare level, then change
Profit Scale & Acceleration
SBA Communications Corporation has the highest Net profit among the 17 REIT - Specialty companies compared here, at $1,021 million. Lamar Advertising Company is next at $556 million. Iron Mountain Incorporated has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.
What the numbers say: SBA Communications Corporation leads with $1,021 million of TTM profit, 83.6% above Lamar Advertising Company. Iron Mountain Incorporated shows ≥100% on the scoring scale (131.7% uncapped) growth from a $285 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderSBA Communications Corporation · $1,021 million
Gap83.6% versus #2 · Lamar Advertising Company
Persistence5/8 recent comparable periods
Coverage6/17 companies · 288 observations
Investor read: SBA Communications Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Net profit is ranked only where the comparison base is economically meaningful. Loss-to-profit flips are shown but do not win the growth table.
Net profitlargest
Profit growthfastest growers
Net profit · company comparison
6/17 level · 4/17 change
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| American Tower Corporation AMT | $879M | 76% | Jun 2026 |
| Equinix, Inc. EQIX | $415M | 21% | Jun 2026 |
| Gaming and Leisure Properties, Inc. GLPI | $239M | 41% | Jun 2026 |
| Crown Castle Inc. CCI | $222M | -21% | Jun 2026 |
| SBA Communications Corporation SBAC | $185M | -15% | Mar 2026 |
| Digital Realty Trust, Inc. DLR | $175M | 65% | Jun 2026 |
| Weyerhaeuser Company WY | $156M | 88% | Jun 2026 |
| Iron Mountain Incorporated IRM | $149M | 831% | Mar 2026 |
| Lamar Advertising Company LAMR | $102M | -27% | Mar 2026 |
| EPR Properties EPR | $63M | -4.6% | Jun 2026 |
| OUTFRONT Media Inc. OUT | $19M | 31% | Mar 2026 |
| Farmland Partners Inc. FPI | $1M | -50% | Jun 2026 |
| Gladstone Land Corporation LAND | $-4M | -127% | Mar 2026 |
| Rayonier Inc. RYN | $-13M | -92% | Mar 2026 |
| Uniti Group Inc. UNIT | $-70M | -683% | Jun 2026 |
| Fermi Inc. FRMI | $-189M | — | Mar 2026 |
Full 20-quarter history · every available company
Net profit · reported quarter history
Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
American Tower Corporation · AMT
$726M
$441M
$703M
$891M
$820M
$-717M
$315M
$462M
$775M
$-61M
$830M
$770M
$428M
$1.2B
$499M
$381M
$913M
$837M
$879M
—
Crown Castle Inc. · CCI
$361M
$363M
$475M
$425M
$427M
$424M
$424M
$459M
$265M
$368M
$290M
$263M
$304M
$354M
$282M
$261M
$277M
$277M
$222M
—
Digital Realty Trust, Inc. · DLR
$137M
$1.1B
$77M
$64M
$239M
$1M
$69M
$116M
$746M
$20M
$288M
$75M
$40M
$186M
$106M
$1.0B
$64M
$96M
$175M
—
EPR Properties · EPR
$32M
$45M
$42M
$41M
$51M
$42M
$58M
$14M
$56M
$46M
$63M
$45M
$47M
$-8M
$66M
$76M
$67M
$67M
$63M
—
Equinix, Inc. · EQIX
$152M
$123M
$148M
$216M
$212M
$129M
$259M
$207M
$276M
$227M
$231M
$301M
$296M
$-14M
$343M
$367M
$374M
$264M
$415M
—
Gaming and Leisure Properties, Inc. · GLPI
$149M
$120M
$122M
$156M
$226M
$200M
$189M
$160M
$189M
$217M
$180M
$214M
$190M
$224M
$170M
$156M
$248M
$275M
$239M
—
Iron Mountain Incorporated · IRM
$68M
$61M
$42M
$202M
$193M
$126M
$66M
$1M
$91M
$29M
$77M
$35M
$-34M
$106M
$16M
$-43M
$86M
$93M
$149M
—
Lamar Advertising Company · LAMR
$107M
$123M
$92M
$134M
$146M
$66M
$76M
$131M
$140M
$149M
$78M
$138M
$148M
$-1M
$139M
$155M
$144M
$155M
$102M
—
OUTFRONT Media Inc. · OUT
$33M
$72M
$0M
$48M
$41M
$69M
$-29M
$-478M
$17M
$61M
$-27M
$177M
$35M
$74M
$-21M
$20M
$51M
$97M
$19M
—
Rayonier Inc. · RYN
$111M
$22M
$31M
$25M
$32M
$35M
$7M
$19M
$23M
$137M
$-5M
$-4M
$22M
$327M
$-6M
$10M
$44M
$26M
$-13M
—
SBA Communications Corporation · SBAC
$48M
$49M
$188M
$69M
$100M
$103M
$101M
$202M
$85M
$110M
$155M
$159M
$256M
$179M
$218M
$226M
$240M
$370M
$185M
—
Weyerhaeuser Company · WY
$482M
$416M
$771M
$788M
$310M
$11M
$151M
$230M
$239M
$219M
$114M
$173M
$28M
$81M
$83M
$87M
$80M
$74M
$156M
—
Profit growth · reported quarter history
Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
American Tower Corporation · AMT
—
—
—
19%
13%
-263%
-55%
-48%
-5.5%
—
163%
67%
-45%
—
-40%
-51%
113%
-32%
76%
—
Crown Castle Inc. · CCI
—
—
—
23%
18%
17%
-11%
8.0%
-38%
-13%
-32%
-43%
15%
-3.8%
-2.8%
-0.8%
-8.9%
-22%
-21%
—
Digital Realty Trust, Inc. · DLR
—
—
—
-49%
74%
-100%
-10%
81%
212%
1,900%
317%
-35%
-95%
830%
-63%
1,296%
60%
-48%
65%
—
EPR Properties · EPR
—
—
—
116%
59%
-6.7%
38%
-66%
9.8%
9.5%
8.6%
221%
-16%
-117%
4.8%
69%
43%
—
-4.6%
—
Equinix, Inc. · EQIX
—
—
—
218%
39%
4.9%
75%
-4.2%
30%
76%
-11%
45%
7.3%
-106%
48%
22%
26%
—
21%
—
Gaming and Leisure Properties, Inc. · GLPI
—
—
—
13%
52%
67%
55%
2.6%
-16%
8.5%
-4.8%
34%
0.5%
3.2%
-5.6%
-27%
31%
23%
41%
—
Iron Mountain Incorporated · IRM
—
—
—
-27%
184%
107%
57%
-100%
-53%
-77%
17%
3,400%
-137%
266%
-79%
-223%
—
-12%
831%
—
Lamar Advertising Company · LAMR
—
—
—
12%
36%
-46%
-17%
-2.2%
-4.1%
126%
2.6%
5.3%
5.7%
-101%
78%
12%
-2.7%
—
-27%
—
OUTFRONT Media Inc. · OUT
—
—
—
—
24%
-4.2%
—
-1,096%
-59%
-12%
—
—
106%
21%
—
-89%
46%
31%
—
—
Rayonier Inc. · RYN
—
—
—
-60%
-71%
59%
-77%
-24%
-28%
291%
-171%
-121%
-4.4%
139%
—
—
100%
-92%
—
—
SBA Communications Corporation · SBAC
—
—
—
-55%
108%
110%
-46%
193%
-15%
6.8%
53%
-21%
201%
63%
41%
42%
-6.3%
107%
-15%
—
Weyerhaeuser Company · WY
—
—
—
-23%
-36%
-97%
-80%
-71%
-23%
1,891%
-25%
-25%
-88%
-63%
-27%
-50%
186%
-8.6%
88%
—
07 · compare level, then change
Funding Base & Its Composition
No company in this REIT - Specialty comparison reports a funding base figure this section can compare, so the Deposits rank is empty. On Borrowings, American Tower Corporation is highest at $44,980 million, across 16 of 17 companies with a usable reading.
What the numbers say: There is not enough comparable evidence to name a reliable deposits leader.
LeaderNo comparable leader
GapNot enough peers
PersistenceNot enough history
Coverage0/17 companies · 0 observations
Investor read: The current leader sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current borrowings signal.
For banks, debt is operating funding rather than industrial leverage. Deposits and borrowings are therefore shown as funding-base levels; asset quality, funding cost and liquidity determine whether that funding is attractive.
Depositslargest deposit bases
—Not enough comparable data—
Borrowingslargest borrowings
Funding base · company comparison
0/17 level · 16/17 change
All-company data · latest reported quarter
| Company | Deposits | Borrowings | Reported |
|---|---|---|---|
| Equinix, Inc. EQIX | — | $23.4B | Jun 2026 |
| American Tower Corporation AMT | — | $45.0B | Jun 2026 |
| Digital Realty Trust, Inc. DLR | — | $19.8B | Jun 2026 |
| Iron Mountain Incorporated IRM | — | $19.4B | Mar 2026 |
| Crown Castle Inc. CCI | — | $23.4B | Jun 2026 |
| SBA Communications Corporation SBAC | — | $15.4B | Mar 2026 |
| Weyerhaeuser Company WY | — | $5.4B | Jun 2026 |
| Lamar Advertising Company LAMR | — | $5.0B | Mar 2026 |
| Gaming and Leisure Properties, Inc. GLPI | — | $8.4B | Jun 2026 |
| Rayonier Inc. RYN | — | $2.1B | Mar 2026 |
| OUTFRONT Media Inc. OUT | — | $4.2B | Mar 2026 |
| EPR Properties EPR | — | $3.5B | Jun 2026 |
| Fermi Inc. FRMI | — | $465M | Mar 2026 |
| Uniti Group Inc. UNIT | — | $11.1B | Jun 2026 |
| Farmland Partners Inc. FPI | — | $224M | Jun 2026 |
| Gladstone Land Corporation LAND | — | $484M | Mar 2026 |
Full 20-quarter history · every available company
No consistent historical series is available for deposits.
Borrowings · reported quarter history
Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
American Tower Corporation · AMT
$42.1B
$52.0B
$52.2B
$49.5B
$46.7B
$47.1B
$46.9B
$47.2B
$46.8B
$46.3B
$47.8B
$47.4B
$44.8B
$44.0B
$44.4B
$45.2B
$45.0B
$45.0B
$45.1B
$45.0B
Crown Castle Inc. · CCI
$26.7B
$27.0B
$27.6B
$27.6B
$27.8B
$28.0B
$28.5B
$28.5B
$28.7B
$28.8B
$29.1B
$29.4B
$29.6B
$29.4B
$29.7B
$29.6B
$29.6B
$29.6B
$29.9B
$23.4B
Digital Realty Trust, Inc. · DLR
$2.4B
$1.9B
$2.4B
$2.9B
$3.6B
$3.6B
$4.0B
$3.7B
$3.1B
$3.4B
$3.3B
$3.2B
$3.1B
$2.9B
$2.4B
$19.8B
$19.5B
$2.2B
$19.2B
$19.8B
EPR Properties · EPR
$2.9B
$3.0B
$3.0B
$3.0B
$3.0B
$3.1B
$3.1B
$3.0B
$3.0B
$3.0B
$3.0B
$3.0B
$3.1B
$3.1B
$3.0B
$3.0B
$3.0B
$3.1B
$3.1B
$3.5B
Equinix, Inc. · EQIX
$15.1B
$15.0B
$15.1B
$16.3B
$16.0B
$16.5B
$17.0B
$17.2B
$17.4B
$17.5B
$17.3B
$18.0B
$19.2B
$19.0B
$19.7B
$21.9B
$21.0B
$22.7B
$23.3B
$23.4B
Gaming and Leisure Properties, Inc. · GLPI
$5.9B
$6.8B
$6.8B
$6.8B
$6.4B
$6.4B
$6.6B
$6.5B
$6.5B
$6.9B
$6.9B
$6.9B
$7.7B
$8.0B
$7.2B
$7.2B
$7.5B
$7.5B
$8.4B
$8.4B
Iron Mountain Incorporated · IRM
$11.3B
$11.4B
$12.4B
$12.5B
$12.7B
$13.0B
$13.5B
$13.8B
$14.1B
$14.5B
$15.2B
$15.4B
$15.8B
$16.1B
$17.1B
$17.9B
$18.5B
$18.7B
$19.4B
—
Lamar Advertising Company · LAMR
$4.0B
$4.2B
$4.3B
$4.5B
$4.4B
$4.6B
$4.6B
$4.6B
$4.7B
$4.6B
$4.7B
$4.6B
$4.5B
$4.6B
$4.6B
$4.8B
$4.8B
$4.9B
$5.0B
—
OUTFRONT Media Inc. · OUT
$4.1B
$4.1B
$4.1B
$4.2B
$4.2B
$4.2B
$4.4B
$4.4B
$4.4B
$4.3B
$4.4B
$4.1B
$4.1B
$4.0B
$4.0B
$4.1B
$4.1B
$4.1B
$4.2B
—
Rayonier Inc. · RYN
$1.5B
$1.5B
$1.3B
$1.4B
$1.3B
$1.6B
$1.6B
$1.6B
$1.6B
$1.5B
$1.4B
$1.4B
$1.4B
$1.1B
$1.1B
$1.1B
$1.1B
$1.0B
$2.1B
—
SBA Communications Corporation · SBAC
$14.1B
$14.5B
$14.9B
$14.8B
$14.6B
$15.2B
$15.1B
$14.9B
$14.8B
$14.5B
$14.4B
$14.3B
$14.5B
$15.8B
$14.6B
$14.8B
$15.0B
$15.3B
$15.4B
—
Weyerhaeuser Company · WY
$5.3B
$5.1B
$5.1B
$5.1B
$5.1B
$5.1B
$5.1B
$5.8B
$5.7B
$5.1B
$5.1B
$5.1B
$5.1B
$5.1B
$5.2B
$5.2B
$5.5B
$5.6B
$5.4B
$5.4B
08 · compare level, then change
Return On Assets
Gaming and Leisure Properties, Inc. has the highest ROA among the 17 REIT - Specialty companies compared here, at 2.5%. SBA Communications Corporation is next at 2.4%. Farmland Partners Inc. has the highest ROA change at +2 percentage points, so level and change sit with different companies. 16 of 17 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Gaming and Leisure Properties, Inc. leads roa at 2.5%; Farmland Partners Inc. leads roa change at +2 percentage points.
LeaderGaming and Leisure Properties, Inc. · 2.5%
Gap4.2% versus #2 · SBA Communications Corporation
Persistence4/8 recent comparable periods
Coverage16/17 companies · 297 observations
Investor read: Gaming and Leisure Properties, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roa change signal.
ROA is the cleanest first comparison for lenders because the balance sheet is the operating asset.
ROAhighest
ROA changefastest improvers
Return on assets · company comparison
16/17 level · 15/17 change
All-company data · latest reported quarter
| Company | ROA | ROA change | Reported |
|---|---|---|---|
| Gaming and Leisure Properties, Inc. GLPI | 2.5% | +0.5 pp | Jun 2026 |
| SBA Communications Corporation SBAC | 2.4% | −0.3 pp | Mar 2026 |
| Lamar Advertising Company LAMR | 2.1% | −0.5 pp | Mar 2026 |
| American Tower Corporation AMT | 1.8% | +0.4 pp | Jun 2026 |
| EPR Properties EPR | 1.8% | +0.1 pp | Jun 2026 |
| Crown Castle Inc. CCI | 1.7% | +0.3 pp | Jun 2026 |
| Iron Mountain Incorporated IRM | 1.6% | +0.9 pp | Mar 2026 |
| Equinix, Inc. EQIX | 1.5% | +0.3 pp | Jun 2026 |
| Weyerhaeuser Company WY | 1.5% | +0.6 pp | Jun 2026 |
| OUTFRONT Media Inc. OUT | 1.1% | +0.8 pp | Mar 2026 |
| Digital Realty Trust, Inc. DLR | 0.8% | +0.3 pp | Jun 2026 |
| Farmland Partners Inc. FPI | 0.4% | +2.0 pp | Jun 2026 |
| Uniti Group Inc. UNIT | 0.3% | −1.4 pp | Jun 2026 |
| Gladstone Land Corporation LAND | 0.0% | −0.3 pp | Mar 2026 |
| Rayonier Inc. RYN | -0.2% | −0.2 pp | Mar 2026 |
| Fermi Inc. FRMI | -9.4% | — | Mar 2026 |
Full 20-quarter history · every available company
ROA · reported quarter history
Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
American Tower Corporation · AMT
1.0%
0.9%
1.2%
1.2%
0.7%
0.3%
1.0%
1.3%
1.3%
0.8%
1.5%
1.6%
1.4%
1.6%
1.6%
1.4%
1.9%
1.6%
1.7%
1.8%
Crown Castle Inc. · CCI
1.3%
1.3%
1.6%
1.5%
1.5%
1.6%
1.6%
1.7%
1.2%
1.5%
1.3%
1.3%
1.4%
1.6%
1.5%
1.4%
1.5%
1.6%
1.4%
1.7%
Digital Realty Trust, Inc. · DLR
0.5%
0.4%
0.3%
0.4%
0.4%
0.0%
0.3%
0.3%
0.1%
0.5%
0.3%
0.0%
0.3%
0.6%
0.4%
0.5%
0.2%
0.6%
0.5%
0.8%
EPR Properties · EPR
1.1%
1.3%
1.3%
1.2%
1.4%
1.3%
1.6%
0.8%
1.5%
1.5%
1.4%
1.4%
1.7%
0.9%
1.6%
1.7%
1.6%
1.7%
1.8%
1.8%
Equinix, Inc. · EQIX
0.8%
0.7%
0.8%
1.1%
1.0%
0.7%
1.1%
0.9%
1.2%
0.9%
1.0%
1.2%
1.1%
0.0%
1.2%
1.2%
1.2%
0.9%
1.3%
1.5%
Gaming and Leisure Properties, Inc. · GLPI
2.4%
1.8%
2.0%
2.4%
3.0%
2.5%
2.4%
2.2%
2.4%
2.6%
2.2%
2.6%
2.3%
2.5%
2.2%
2.0%
2.6%
2.8%
2.6%
2.5%
Iron Mountain Incorporated · IRM
0.9%
1.0%
1.2%
1.8%
1.7%
1.4%
1.2%
0.3%
1.3%
1.0%
1.2%
1.0%
2.2%
1.3%
0.7%
2.2%
1.3%
1.5%
1.6%
—
Lamar Advertising Company · LAMR
2.3%
2.5%
2.0%
2.7%
2.9%
1.6%
1.9%
2.7%
2.8%
2.9%
1.9%
2.8%
2.9%
-1.6%
2.6%
2.9%
2.8%
2.9%
2.1%
—
OUTFRONT Media Inc. · OUT
1.1%
1.7%
0.0%
1.3%
1.3%
1.7%
0.2%
-7.6%
0.9%
1.9%
0.2%
4.0%
1.3%
2.1%
0.3%
1.1%
1.7%
2.5%
1.1%
—
Rayonier Inc. · RYN
3.2%
0.8%
1.1%
0.9%
1.1%
1.1%
0.3%
0.6%
1.0%
3.9%
0.2%
0.1%
0.5%
9.3%
0.0%
0.4%
1.2%
0.8%
-0.2%
—
SBA Communications Corporation · SBAC
2.9%
2.1%
1.8%
2.4%
2.4%
1.8%
1.5%
2.7%
2.2%
1.6%
2.8%
3.8%
3.1%
4.1%
2.7%
2.8%
2.9%
2.2%
2.4%
—
Weyerhaeuser Company · WY
3.2%
2.8%
6.2%
4.8%
2.1%
-0.4%
1.2%
1.6%
1.6%
1.6%
1.0%
1.3%
1.0%
0.9%
0.9%
0.9%
1.5%
4.9%
1.4%
1.5%
ROA change · reported quarter history
Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
American Tower Corporation · AMT
—
—
—
—
−0.3 pp
−0.6 pp
−0.2 pp
+0.1 pp
+0.6 pp
+0.5 pp
+0.5 pp
+0.3 pp
+0.1 pp
+0.8 pp
+0.1 pp
−0.2 pp
+0.5 pp
0.0 pp
+0.1 pp
+0.4 pp
Crown Castle Inc. · CCI
—
—
—
—
+0.2 pp
+0.3 pp
0.0 pp
+0.2 pp
−0.3 pp
−0.1 pp
−0.3 pp
−0.4 pp
+0.2 pp
+0.1 pp
+0.2 pp
+0.1 pp
+0.1 pp
0.0 pp
−0.1 pp
+0.3 pp
Digital Realty Trust, Inc. · DLR
—
—
—
—
−0.1 pp
−0.4 pp
0.0 pp
−0.1 pp
−0.3 pp
+0.5 pp
0.0 pp
−0.3 pp
+0.2 pp
+0.1 pp
+0.1 pp
+0.5 pp
−0.1 pp
0.0 pp
+0.1 pp
+0.3 pp
EPR Properties · EPR
—
—
—
—
+0.3 pp
0.0 pp
+0.3 pp
−0.4 pp
+0.1 pp
+0.2 pp
−0.2 pp
+0.6 pp
+0.2 pp
−0.6 pp
+0.2 pp
+0.3 pp
−0.1 pp
+0.8 pp
+0.2 pp
+0.1 pp
Equinix, Inc. · EQIX
—
—
—
—
+0.2 pp
0.0 pp
+0.3 pp
−0.2 pp
+0.2 pp
+0.2 pp
−0.1 pp
+0.3 pp
−0.1 pp
−0.9 pp
+0.2 pp
0.0 pp
+0.1 pp
+0.9 pp
+0.1 pp
+0.3 pp
Gaming and Leisure Properties, Inc. · GLPI
—
—
—
—
+0.6 pp
+0.7 pp
+0.4 pp
−0.2 pp
−0.6 pp
+0.1 pp
−0.2 pp
+0.4 pp
−0.1 pp
−0.1 pp
0.0 pp
−0.6 pp
+0.3 pp
+0.3 pp
+0.4 pp
+0.5 pp
Iron Mountain Incorporated · IRM
—
—
—
—
+0.8 pp
+0.4 pp
0.0 pp
−1.5 pp
−0.4 pp
−0.4 pp
0.0 pp
+0.7 pp
+0.9 pp
+0.3 pp
−0.5 pp
+1.2 pp
−0.9 pp
+0.2 pp
+0.9 pp
—
Lamar Advertising Company · LAMR
—
—
—
—
+0.6 pp
−0.9 pp
−0.1 pp
0.0 pp
−0.1 pp
+1.3 pp
0.0 pp
+0.1 pp
+0.1 pp
−4.5 pp
+0.7 pp
+0.1 pp
−0.1 pp
+4.5 pp
−0.5 pp
—
OUTFRONT Media Inc. · OUT
—
—
—
—
+0.2 pp
0.0 pp
+0.2 pp
−8.9 pp
−0.4 pp
+0.2 pp
0.0 pp
+11.6 pp
+0.4 pp
+0.2 pp
+0.1 pp
−2.9 pp
+0.4 pp
+0.4 pp
+0.8 pp
—
Rayonier Inc. · RYN
—
—
—
—
−2.1 pp
+0.3 pp
−0.8 pp
−0.3 pp
−0.1 pp
+2.8 pp
−0.1 pp
−0.5 pp
−0.5 pp
+5.4 pp
−0.2 pp
+0.3 pp
+0.7 pp
−8.5 pp
−0.2 pp
—
SBA Communications Corporation · SBAC
—
—
—
—
−0.5 pp
−0.3 pp
−0.3 pp
+0.3 pp
−0.2 pp
−0.2 pp
+1.3 pp
+1.1 pp
+0.9 pp
+2.5 pp
−0.1 pp
−1.0 pp
−0.2 pp
−1.9 pp
−0.3 pp
—
Weyerhaeuser Company · WY
—
—
—
—
−1.1 pp
−3.2 pp
−5.0 pp
−3.2 pp
−0.5 pp
+2.0 pp
−0.2 pp
−0.3 pp
−0.6 pp
−0.7 pp
−0.1 pp
−0.4 pp
+0.5 pp
+4.0 pp
+0.5 pp
+0.6 pp
09 · compare level, then change
ROE — Leaders & Improvers
Uniti Group Inc. has the highest ROE among the 17 REIT - Specialty companies compared here, at 13.7%. Lamar Advertising Company is next at 10.1%. The same company also holds the highest ROE change, at +13.3 percentage points. 16 of 17 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Uniti Group Inc. leads both roe at 13.7% and roe change at +13.3 percentage points.
LeaderUniti Group Inc. · 13.7%
Gap35.6% versus #2 · Lamar Advertising Company
Persistence6/8 recent comparable periods
Coverage16/17 companies · 297 observations
Investor read: Uniti Group Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roe change signal.
ROE shows the return to shareholders, but should be read with asset quality and leverage.
ROEhighest
ROE changefastest improvers
Return on equity · company comparison
16/17 level · 15/17 change
All-company data · latest reported quarter
| Company | ROE | ROE change | Reported |
|---|---|---|---|
| Uniti Group Inc. UNIT | 14% | +13.3 pp | Jun 2026 |
| Lamar Advertising Company LAMR | 10% | −2.5 pp | Mar 2026 |
| American Tower Corporation AMT | 8.6% | +5.0 pp | Jun 2026 |
| Gaming and Leisure Properties, Inc. GLPI | 4.6% | +1.3 pp | Jun 2026 |
| Equinix, Inc. EQIX | 3.3% | +0.5 pp | Jun 2026 |
| EPR Properties EPR | 2.9% | −0.3 pp | Jun 2026 |
| OUTFRONT Media Inc. OUT | 2.8% | +5.9 pp | Mar 2026 |
| Digital Realty Trust, Inc. DLR | 1.7% | −2.7 pp | Jun 2026 |
| Weyerhaeuser Company WY | 1.7% | +0.8 pp | Jun 2026 |
| Farmland Partners Inc. FPI | 0.6% | −0.7 pp | Jun 2026 |
| Rayonier Inc. RYN | -0.3% | 0.0 pp | Mar 2026 |
| Gladstone Land Corporation LAND | -0.6% | −2.7 pp | Mar 2026 |
| SBA Communications Corporation SBAC | -3.9% | +0.4 pp | Mar 2026 |
| Crown Castle Inc. CCI | -11% | −23.1 pp | Jun 2026 |
| Fermi Inc. FRMI | -18% | — | Mar 2026 |
| Iron Mountain Incorporated IRM | -21% | −14.0 pp | Mar 2026 |
Full 20-quarter history · every available company
ROE · reported quarter history
Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
American Tower Corporation · AMT
11%
9.7%
10%
26%
7.5%
-6.7%
2.9%
7.7%
6.6%
-0.5%
7.2%
6.9%
4.0%
12%
4.8%
3.6%
8.7%
8.4%
8.7%
8.6%
Crown Castle Inc. · CCI
4.0%
4.1%
5.6%
5.1%
5.3%
5.4%
5.6%
6.2%
3.7%
5.3%
4.4%
4.1%
5.1%
11%
12%
12%
15%
-31%
-14%
-11%
Digital Realty Trust, Inc. · DLR
0.8%
5.9%
0.4%
0.4%
1.3%
0.0%
0.4%
0.6%
3.8%
0.1%
1.4%
0.4%
0.2%
0.8%
0.5%
4.4%
0.3%
0.4%
0.7%
1.7%
EPR Properties · EPR
1.2%
1.7%
1.6%
1.6%
2.0%
1.6%
2.2%
0.5%
2.2%
1.8%
2.5%
1.8%
1.9%
-0.4%
2.8%
3.2%
2.8%
2.9%
2.7%
2.9%
Equinix, Inc. · EQIX
1.4%
1.1%
1.4%
2.0%
1.9%
1.2%
2.3%
1.8%
2.4%
1.9%
1.9%
2.5%
2.3%
-0.1%
2.6%
2.8%
2.7%
1.9%
2.9%
3.3%
Gaming and Leisure Properties, Inc. · GLPI
5.9%
3.9%
4.0%
5.1%
6.6%
5.3%
5.0%
4.2%
4.6%
5.0%
4.2%
5.0%
4.3%
4.9%
3.7%
3.3%
5.2%
5.7%
5.0%
4.6%
Iron Mountain Incorporated · IRM
7.1%
6.2%
4.9%
22%
26%
17%
10%
0.2%
23%
6.9%
27%
24%
-42%
-228%
-6.7%
12%
-22%
-18%
-21%
—
Lamar Advertising Company · LAMR
9.0%
10%
7.7%
11%
12%
5.5%
6.4%
11%
11%
12%
6.7%
12%
12%
-0.1%
13%
15%
13%
15%
10%
—
OUTFRONT Media Inc. · OUT
2.5%
5.2%
0.0%
3.7%
3.1%
5.1%
-2.2%
-46%
1.6%
5.8%
-2.8%
23%
4.7%
9.8%
-3.1%
2.7%
7.2%
13%
2.8%
—
Rayonier Inc. · RYN
6.1%
1.2%
1.6%
1.3%
1.8%
1.9%
0.4%
1.0%
1.2%
7.3%
-0.2%
-0.2%
1.2%
18%
-0.3%
0.5%
2.1%
1.3%
-0.3%
—
SBA Communications Corporation · SBAC
-1.0%
-1.0%
-3.6%
-1.4%
-1.9%
-2.0%
-1.9%
-3.9%
-1.6%
-2.1%
-3.0%
-3.1%
-5.0%
-3.5%
-4.3%
-4.4%
-4.8%
-7.5%
-3.9%
—
Weyerhaeuser Company · WY
5.1%
4.3%
7.9%
7.4%
2.9%
0.1%
1.5%
2.2%
2.3%
2.1%
1.1%
1.7%
0.3%
0.8%
0.8%
0.9%
0.8%
0.8%
1.6%
1.7%
ROE change · reported quarter history
Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
American Tower Corporation · AMT
—
—
—
—
−3.1 pp
−16.4 pp
−7.4 pp
−18.4 pp
−0.9 pp
+6.2 pp
+4.3 pp
−0.8 pp
−2.6 pp
+12.5 pp
−2.4 pp
−3.3 pp
+4.7 pp
−3.6 pp
+3.9 pp
+5.0 pp
Crown Castle Inc. · CCI
—
—
—
—
+1.3 pp
+1.3 pp
0.0 pp
+1.1 pp
−1.6 pp
−0.1 pp
−1.2 pp
−2.1 pp
+1.4 pp
+6.0 pp
+7.4 pp
+8.1 pp
+9.5 pp
−42.6 pp
−25.8 pp
−23.1 pp
Digital Realty Trust, Inc. · DLR
—
—
—
—
+0.5 pp
−5.9 pp
0.0 pp
+0.2 pp
+2.5 pp
+0.1 pp
+1.0 pp
−0.2 pp
−3.6 pp
+0.7 pp
−0.9 pp
+4.0 pp
+0.1 pp
−0.4 pp
+0.2 pp
−2.7 pp
EPR Properties · EPR
—
—
—
—
+0.8 pp
−0.1 pp
+0.6 pp
−1.1 pp
+0.2 pp
+0.2 pp
+0.3 pp
+1.3 pp
−0.3 pp
−2.2 pp
+0.3 pp
+1.4 pp
+0.9 pp
+3.3 pp
−0.1 pp
−0.3 pp
Equinix, Inc. · EQIX
—
—
—
—
+0.5 pp
+0.1 pp
+0.9 pp
−0.2 pp
+0.5 pp
+0.7 pp
−0.4 pp
+0.7 pp
−0.1 pp
−2.0 pp
+0.7 pp
+0.3 pp
+0.4 pp
+2.0 pp
+0.3 pp
+0.5 pp
Gaming and Leisure Properties, Inc. · GLPI
—
—
—
—
+0.7 pp
+1.4 pp
+1.0 pp
−0.9 pp
−2.0 pp
−0.3 pp
−0.8 pp
+0.8 pp
−0.3 pp
−0.1 pp
−0.5 pp
−1.7 pp
+0.9 pp
+0.8 pp
+1.3 pp
+1.3 pp
Iron Mountain Incorporated · IRM
—
—
—
—
+18.5 pp
+10.6 pp
+5.1 pp
−22.2 pp
−2.7 pp
−9.9 pp
+17.3 pp
+24.2 pp
−64.9 pp
−234.4 pp
−34.0 pp
−12.0 pp
+20.0 pp
+209.1 pp
−14.0 pp
—
Lamar Advertising Company · LAMR
—
—
—
—
+2.6 pp
−4.7 pp
−1.3 pp
0.0 pp
−0.2 pp
+6.9 pp
+0.3 pp
+0.7 pp
+0.9 pp
−12.5 pp
+5.9 pp
+3.1 pp
+0.5 pp
+15.0 pp
−2.5 pp
—
OUTFRONT Media Inc. · OUT
—
—
—
—
+0.6 pp
−0.1 pp
−2.2 pp
−49.6 pp
−1.5 pp
+0.7 pp
−0.6 pp
+69.0 pp
+3.1 pp
+4.0 pp
−0.3 pp
−20.4 pp
+2.5 pp
+3.0 pp
+5.9 pp
—
Rayonier Inc. · RYN
—
—
—
—
−4.3 pp
+0.7 pp
−1.2 pp
−0.3 pp
−0.6 pp
+5.4 pp
−0.6 pp
−1.2 pp
0.0 pp
+10.6 pp
−0.1 pp
+0.7 pp
+0.9 pp
−16.6 pp
0.0 pp
—
SBA Communications Corporation · SBAC
—
—
—
—
−0.9 pp
−1.0 pp
+1.7 pp
−2.5 pp
+0.3 pp
−0.1 pp
−1.1 pp
+0.8 pp
−3.4 pp
−1.4 pp
−1.3 pp
−1.3 pp
+0.2 pp
−4.0 pp
+0.4 pp
—
Weyerhaeuser Company · WY
—
—
—
—
−2.2 pp
−4.2 pp
−6.4 pp
−5.2 pp
−0.6 pp
+2.0 pp
−0.4 pp
−0.5 pp
−2.0 pp
−1.3 pp
−0.3 pp
−0.8 pp
+0.5 pp
0.0 pp
+0.8 pp
+0.8 pp
10 · not available
Gross NPA — Leaders & Improvers
No company in this REIT - Specialty comparison reports gross NPA on a comparable basis, so there is nothing to rank here — 0 of 17 companies have a usable current reading. The section is shown rather than removed so an unavailable metric is not mistaken for one that was quietly left out. Filings were read through Jun 2026.
Lower gross NPA is better. Improvement means the ratio is falling, so ranks are intentionally inverted.
11 · compare level, then change
Valuation Against Growth & Quality
Gaming and Leisure Properties, Inc. has the lowest P/BV ÷ ROE among the 17 REIT - Specialty companies compared here, at 0.56×. EPR Properties is next at 0.66×. Iron Mountain Incorporated has the lowest P/BV at -25×, so level and change sit with different companies. 10 of 17 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Gaming and Leisure Properties, Inc. has the lowest comparable P/BV ÷ ROE at 0.56×, 15.2% below EPR Properties. Only 10 of 17 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
LeaderGaming and Leisure Properties, Inc. · 0.56×
Gap15.2% versus #2 · EPR Properties
Persistence0/8 recent comparable periods
Coverage10/17 companies · 221 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.
Banks are compared on P/BV and P/BV÷ROE, not PEG. Lower is better only if asset quality and return durability hold; cheap book value with weakening NPAs is not automatically attractive.
P/BV ÷ ROElowest return-adjusted price
P/BVlowest P/BV
Valuation · company comparison
10/17 level · 16/17 change
All-company data · latest reported quarter
| Company | P/BV ÷ ROE | P/BV | Reported |
|---|---|---|---|
| Iron Mountain Incorporated IRM | 46.5 | -25.0 | Mar 2026 |
| OUTFRONT Media Inc. OUT | 2.5 | 7.1 | Mar 2026 |
| American Tower Corporation AMT | 2.4 | 20.5 | Jun 2026 |
| Equinix, Inc. EQIX | 2.2 | 7.2 | Jun 2026 |
| Crown Castle Inc. CCI | 1.9 | -10.1 | Jun 2026 |
| Farmland Partners Inc. FPI | 1.5 | 0.9 | Jun 2026 |
| Digital Realty Trust, Inc. DLR | 1.4 | 2.3 | Jun 2026 |
| Lamar Advertising Company LAMR | 1.3 | 13.3 | Mar 2026 |
| Rayonier Inc. RYN | 1.2 | 1.2 | Mar 2026 |
| Uniti Group Inc. UNIT | 1.2 | 16.7 | Jun 2026 |
| Weyerhaeuser Company WY | 1.2 | 1.9 | Jun 2026 |
| Gladstone Land Corporation LAND | 0.9 | 0.6 | Mar 2026 |
| EPR Properties EPR | 0.7 | 1.9 | Jun 2026 |
| Gaming and Leisure Properties, Inc. GLPI | 0.6 | 2.6 | Jun 2026 |
| SBA Communications Corporation SBAC | — | -3.8 | Mar 2026 |
| Fermi Inc. FRMI | — | 3.4 | Mar 2026 |
Full 20-quarter history · every available company
P/BV ÷ ROE · reported quarter history
Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
American Tower Corporation · AMT
2.1
2.7
2.1
654.6
2.1
—
6.1
2.3
2.6
—
3.2
3.4
7.5
2.1
6.0
7.7
2.6
2.7
2.6
2.4
Crown Castle Inc. · CCI
2.2
2.7
1.8
1.8
1.5
1.5
1.4
1.1
1.6
1.5
1.7
1.8
1.9
—
—
—
—
—
—
—
Digital Realty Trust, Inc. · DLR
3.0
0.5
5.7
5.4
1.3
—
4.2
3.2
0.5
21.9
1.7
6.0
12.6
3.5
4.5
0.6
8.6
5.8
3.8
1.4
EPR Properties · EPR
1.2
0.8
1.0
0.9
0.5
0.7
0.5
2.8
0.6
0.8
0.5
0.7
0.8
—
0.6
0.6
0.7
0.6
0.6
0.7
Equinix, Inc. · EQIX
4.8
6.4
4.4
2.8
2.5
4.4
2.4
3.4
2.4
3.2
3.4
2.3
2.7
—
2.2
2.0
2.0
2.8
2.3
2.2
Gaming and Leisure Properties, Inc. · GLPI
0.7
1.0
0.9
0.7
0.5
0.7
0.7
0.8
0.7
0.6
0.7
0.6
0.8
0.6
0.9
0.9
0.6
0.5
0.5
0.6
Iron Mountain Incorporated · IRM
1.8
2.9
4.3
1.0
0.9
1.4
2.8
199.2
2.9
14.0
46.5
—
—
—
—
—
—
—
—
—
Lamar Advertising Company · LAMR
1.0
1.0
1.3
0.7
0.6
1.5
1.4
0.8
0.6
0.7
1.5
0.9
0.9
—
0.9
0.9
0.9
0.9
1.3
—
OUTFRONT Media Inc. · OUT
1.1
0.5
—
0.6
0.6
0.4
—
—
1.4
0.6
—
0.1
0.9
0.4
—
1.5
0.6
0.5
2.5
—
Rayonier Inc. · RYN
0.5
2.8
2.0
2.3
1.3
1.4
6.7
2.6
1.9
0.4
—
—
2.2
0.1
—
3.0
0.9
1.2
—
—
Uniti Group Inc. · UNIT
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.2
1.0
1.2
Weyerhaeuser Company · WY
0.5
0.7
0.4
0.3
0.7
21.1
1.5
1.1
1.0
1.2
2.4
1.2
8.3
2.6
2.8
2.2
2.4
2.3
1.2
—
P/BV · reported quarter history
Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
American Tower Corporation · AMT
22.3
26.2
21.4
17,086.0
15.9
17.7
17.6
17.5
16.9
24.0
22.8
23.6
29.8
25.4
28.8
27.9
22.8
22.4
22.8
20.5
Crown Castle Inc. · CCI
8.8
10.9
10.0
9.3
8.2
7.9
8.0
7.0
6.0
7.8
7.6
7.5
9.7
-296.9
-36.2
-32.3
-28.1
-23.6
-18.5
-10.1
Digital Realty Trust, Inc. · DLR
2.4
2.8
2.3
2.2
1.7
1.7
1.7
1.9
2.0
2.2
2.4
2.4
2.5
2.8
2.3
2.6
2.6
2.3
2.7
2.3
EPR Properties · EPR
1.4
1.4
1.6
1.4
1.1
1.1
1.1
1.4
1.3
1.5
1.3
1.3
1.6
1.4
1.7
1.9
1.9
1.6
1.7
1.9
Equinix, Inc. · EQIX
6.7
7.0
6.2
5.6
4.7
5.3
5.6
6.1
5.7
6.1
6.4
5.9
6.3
6.8
5.7
5.5
5.4
5.3
6.8
7.2
Gaming and Leisure Properties, Inc. · GLPI
3.8
3.8
3.7
3.7
3.2
3.6
3.6
3.4
3.1
3.2
3.0
3.0
3.3
3.1
3.3
2.9
2.9
2.7
2.7
2.6
Iron Mountain Incorporated · IRM
12.9
17.7
21.3
21.9
24.2
22.8
28.3
39.8
66.1
96.6
1,268.3
-197.8
-134.6
-61.3
-36.3
-39.5
-34.2
-25.0
-25.0
—
Lamar Advertising Company · LAMR
9.3
10.1
9.6
7.2
6.6
8.0
8.8
8.7
7.2
8.9
10.3
10.2
11.3
11.9
11.3
13.6
12.0
12.7
13.3
—
OUTFRONT Media Inc. · OUT
2.7
2.8
3.4
2.0
1.8
2.0
2.1
3.4
2.3
3.2
4.2
3.0
4.0
3.9
3.9
4.1
4.6
5.9
7.1
—
Rayonier Inc. · RYN
3.0
3.3
3.3
3.0
2.4
2.6
2.7
2.6
2.3
2.7
2.7
2.4
2.7
2.2
2.3
1.5
1.8
1.6
1.2
—
SBA Communications Corporation · SBAC
-7.3
-8.0
-6.8
-6.4
-5.7
-5.7
-5.4
-4.9
-4.2
-5.3
-4.5
-4.0
-5.0
-4.3
-4.8
-5.1
-4.2
-4.2
-3.8
—
Weyerhaeuser Company · WY
2.6
2.9
2.8
2.3
1.9
2.1
2.2
2.4
2.2
2.5
2.6
2.1
2.5
2.1
2.2
2.0
1.9
1.8
1.9
—
12 · before the conclusion, check the blind spots
What can make this comparison misleading?
This REIT - Specialty comparison names 6 specific ways its own evidence can mislead, all listed below. All 17 companies here report on comparable dates, so no rank carries a stale marker. 2 of the 7 ranked sections have fewer than three usable current readings. A high growth rate can still be a low-base artefact.
Keep these limits visible
- A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
- A high ROE can be manufactured with leverage. Read it beside ROA and asset quality.
- The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
- An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
- Banks and lenders are not forced through operating-margin or ROCE comparisons; missing lender-specific fields remain visibly missing.
- Thin comparisons: Funding base, Asset quality have fewer than three usable current readings.
13 · evidence and freshness
How was this comparison built?
This comparison is built from the reported filings of 17 REIT - Specialty companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
14 · questions investors ask, short speakable answers
REIT - Specialty company comparison FAQs
These 21 answers restate the REIT - Specialty comparison above in question form. Every one is computed from the same 17 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.
Is the REIT - Specialty sector outperforming S&P 500?
REIT - Specialty has underperformed S&P 500 by 12.7% over 52 weeks and 5.1% over 13 weeks. 5 of 15 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 15 beat the sector itself.
Which REIT - Specialty company is largest by income?
Iron Mountain Incorporated leads with income of $7,245 million, based on 6 of 17 comparable companies through Mar 2026.
Which REIT - Specialty company is growing fastest?
Iron Mountain Incorporated has the fastest current income growth at 15.6%, across 6 of 17 comparable companies.
Which REIT - Specialty company has the strongest 4-Factor Sector Score?
Iron Mountain Incorporated ranks first at 60.1/100 with 64% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which REIT - Specialty company has the lowest comparable P/BV-to-ROE?
Gaming and Leisure Properties, Inc. has the lowest comparable P/BV ÷ ROE at 0.56, among 10 of 17 companies whose earnings and growth are steady enough for the ratio to mean anything.
How much history does this REIT - Specialty comparison include?
The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Which REIT - Specialty company is the biggest?
Iron Mountain Incorporated is the largest, with trailing-twelve-month income of $7,245 million, ahead of SBA Communications Corporation at $2,854 million. That covers 6 of 17 companies with comparable reporting through Mar 2026.
Which REIT - Specialty company makes the most profit?
SBA Communications Corporation earns the most, at $1,021 million of trailing-twelve-month net profit, from 6 of 17 comparable companies. Iron Mountain Incorporated has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.
Which REIT - Specialty company earns the highest return on capital?
Gaming and Leisure Properties, Inc. leads on return on assets at 2.5%, across 16 of 17 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which REIT - Specialty stock is the cheapest?
On price-to-book divided by return on equity — where a LOWER number is cheaper — Gaming and Leisure Properties, Inc. screens cheapest at 0.56×. Only 10 of 17 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Is the REIT - Specialty sector beating the market?
REIT - Specialty has underperformed S&P 500 by 12.7% over the last 52 weeks and 5.1% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 5 of 15 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which REIT - Specialty stock has the strongest price momentum?
OUTFRONT Media Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which REIT - Specialty company scores highest for research priority?
Iron Mountain Incorporated scores 60.1 out of 100 with 64% evidence confidence, from 26.2 points on growth and earnings, 10.8 on capital efficiency, 9.8 on valuation and 13.3 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many REIT - Specialty companies does this comparison cover, and over what period?
It compares 17 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the REIT - Specialty sector?
The 17 REIT - Specialty companies on this page carry $422,815 million of combined market value. Equinix, Inc. is the largest at $103,756 million, about 25% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.
What is the REIT - Specialty sector's P/B ratio?
The median price-to-book ratio across the 17 REIT - Specialty companies on this page is 2.6×, measured on the 13 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.
How is the REIT - Specialty sector performing?
5 of the 15 covered REIT - Specialty companies are beating S&P 500 on Mansfield relative strength. The sector itself is 12.7% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.
How many REIT - Specialty stocks are listed in the US?
This comparison covers 17 listed REIT - Specialty companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.