Goodman says its 500 megawatts of data center projects are all on track to be completed between early calendar 2027 and 2030. Management maintains the 9% operating earnings growth target for fiscal 2027, with a distribution of AUD 0.30 per security.
Structural tailwinds, such as rising e-commerce, supply chain transformation, and cloud technology, are likely to continue having a significant bearing on industrial property demand.
Industrial property has benefited from several years of tight supply, and rents have increased dramatically. There is a limit to how much more rents can grow, as tenants may not be able to keep paying higher rents if productivity is not going up at the same pace.
Metric | GMG | PLD | CHC |
|---|---|---|---|
Price/Earnings (Normalized) | 194.80 | 27.30 | 24.42 |
Price/Book Value | 2.36 | 2.19 | 3.60 |
Price/Sales | 23.61 | 13.21 | 23.69 |
Price/Cash Flow | 31.41 | 21.97 | — |
Metric | GMG | PLD | CHC |
|---|---|---|---|
Quick Ratio | 3.05 | 0.64 | 1.26 |
Current Ratio | 3.55 | 0.79 | 1.97 |
Interest Coverage | 358.94 | 5.64 | 15.29 |
Metric | GMG | PLD | CHC |
|---|---|---|---|
Return on Assets (Normalized) | 8.42% | 4.70% | 13.31% |
Return on Equity (Normalized) | 11.14% | 8.74% | 17.30% |
Return on Invested Capital (Normalized) | 8.81% | 6.03% | 15.12% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Goodman Group GMGSF | — | LOCK|L@m? | $40B | |||
| VICI Properties Inc Ordinary Shares VICI | — | LOCK|y$ | $28B | |||
| W.P. Carey Inc WPC | — | LOCK|MRL | $15B | |||
| Land Securities Group PLC ADR LDSCY | — | LOCK|h?Z | $8B | |||
| Land Securities Group PLC LSGOF | — | LOCK|qs^ | $8B | |||
| Fibra Uno Administracion SA de CV Certificados Bursatiles Fiduciarios Inmobiliario Series -11- FBASF | — | LOCK|&^W | $8B | |||
| Stockland Corp Ltd STKAF | — | LOCK|TG | $7B | |||
| Charter Hall Group CTOUF | — | LOCK|$yHk | $7B | |||
| GPT Group GPTGF | — | LOCK|yr | $7B | |||
| British Land Co PLC BRLAF | — | LOCK|>F | $6B |
United States