Terreno Realty Corporation
$8.07B- Market cap
- $7.15B
- Debt
- +$943.34M
- Cash
- −$25.02M
Capital structure 88% equity / 12% debt · EV / Revenue 16.94x · EV / EBITDA 18.75x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: TRNO stock price vs AGO: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at AGO's multiple
Needs AGO P/E.
Implied fair value · at TRNO's multiple
Needs TRNO P/E.
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Pricing power
Operating leverage
Multiple premium
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: TRNO FY 2025 (ended Dec 31, 2025) · AGO FY 2025 (ended Dec 31, 2025).
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 88% equity / 12% debt · EV / Revenue 16.94x · EV / EBITDA 18.75x
Capital structure 66% equity / 34% debt · EV / Revenue 3.37x · EV / EBITDA 5.29x
TRNO carries the larger enterprise value at $8.07B against $3.74B; AGO trades on the lower EV / Revenue multiple (3.37x vs 16.94x); AGO on the lower EV / EBITDA (5.29x vs 18.75x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
Terreno Realty Corporation · implied price per share
Five annual free-cash-flow observations are required for the filing-backed baseline.
ASSURED GUARANTY LTD. · implied price per share
Five annual free-cash-flow observations are required for the filing-backed baseline.
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
0.23x
0.30x
Net debt / EBITDA
Leverage against operating earnings
2.13x
0.58x
Cash and equivalents
Liquid reserves on the balance sheet
$25.02M
$1.29B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
Prologis, Inc.
TRNO vs PLD
INNOVATIVE INDUSTRIAL PROPERTIES INC
TRNO vs IIPR
Rexford Industrial Realty, Inc.
TRNO vs REXR
STAG Industrial, Inc.
TRNO vs STAG
MBIA INC
TRNO vs MBI
RADIAN GROUP INC
TRNO vs RDN
AXIS CAPITAL HOLDINGS LTD
TRNO vs AXS
HANOVER INSURANCE GROUP, INC.
TRNO vs THG
$943.34M
$1.70B
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
The deterministic comparison remains available. Sign in when you want an on-demand narrative synthesis of the same data.