Terreno Realty Corporation (TRNO) carries a Roarable Rating of D+ (Sell) with 58/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
As of 2026-11-03, Terreno Realty Corporation (NYSE: TRNO) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 58/100 at a spot price of $66.76 (+1.83% 1D, market cap $7.14B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 16/20. Across 1097 tracked Financials issuers, TRNO ranks #452 in composite RQD confidence.
Within the Financials sector (Real Estate), TRNO carries a Roarable D+ (58/100 RQD), trailing P/E of 17.8x, gross margin of —, and ROIC of 8.4%. By comparison, COMP (Compass Inc.) holds a D grade (47/100 RQD, P/E N/A, ROIC -8.6%, cap $6.82B) and FSV (FirstService Corporation) posts a C+ grade (69/100 RQD, P/E 23.9x, ROIC 9.1%, cap $6.33B). Among the 5-stock peer group, MRP leads on earnings multiple (11.4x) while CIGI leads on capital efficiency (22.1% ROIC).
Per TRNO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001476150), Terreno Realty Corporation generated $476.4M in revenue (+24.5% YoY), $403.0M in net income, and $250.4M in free cash flow against $5.39B in total assets and $558.8M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9
Macro rate sensitivity & RSI-14 (52) create a -13 pt regime headwind
Even with a 58/100 (D+) score, TRNO faces multiple-compression risk if 17.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($65.43) or 200D SMA ($65.85) invalidates the momentum regime and cuts Target Base ($66.76) toward Bear Floor ($52.07).
Terreno Realty Corporation (TRNO) advanced +1.83% to $66.76, trading at 47% of its 52-week range ($56.09 – $78.94). Stretched risk/reward at 18x P/E (8% return on capital) under elevated 10-year interest-rate pressure.
Yahoo! Finance Canada report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance UK report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Business Wire report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
ad-hoc-news.de report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
BELLEVUE, Wash., October 30, 2026--Terreno Realty Corporation Acquires Property in San Carlos, CA for $29.0 Million
The property consists of five industrial flex buildings containing approximately 80,000 square feet on 4.1 acres. The buildings are at 929, 933 and 935 Washington Street, 1650 Industrial Road and 990 Bayport Avenue
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +24.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on TRNO today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for TRNO. Explore sector supply chains on /butterfly.
Across 1097 tracked Financials securities in the Roarable RQD universe, Terreno Realty Corporation (TRNO) ranks #452 by composite RQD confidence (58/100, grade D+) and #225 by equity capitalization ($7.14B). Within this direct 5-issuer industry benchmark cohort, MRP leads on earnings valuation at 11.4x trailing P/E, while CIGI leads on capital efficiency and profitability with 22.1% ROIC and — gross margin. FSV currently holds the highest overall quantitative score in the immediate peer group at 69/100 (C+) compared with TRNO at 58/100 (D+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| TRNO
ACTIVE
Terreno Realty Corporation | D+ | 58/100 | 17.8x | — | 8.4% | +1.83% | $7.14B | Benchmark Subject |
| COMP Compass Inc. | D | 47/100 | — | — | -8.6% | +4.67% | $6.82B | /comp-vs-trno → |
| FSV FirstService Corporation | C+ | 69/100 | 23.9x | — | 9.1% | +4.70% | $6.33B | /fsv-vs-trno → |
| CIGI Colliers International Group Inc. Subordinate Voting Shares | C- | 59/100 | — | — | 22.1% | +7.97% | $4.94B | /cigi-vs-trno → |
| MRP Millrose Properties Inc. | C | 65/100 | 11.4x | — | 5.3% | +4.64% | $4.25B | /mrp-vs-trno → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Terreno Realty Corporation (TRNO) reported GAAP revenue of $476.4M (+24.5% vs. FY2024 revenue of $382.6M , and +47.2% cumulative change since FY2023) , GAAP net income of $403.0M, operating cash flow of $271.9M, and free cash flow of $250.4M (+16.2% YoY). On the balance sheet, TRNO closed FY2025 with $5.39B in total assets against $558.8M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $476.4M | $403.0M | $271.9M | $250.4M | $5.39B | $558.8M |
| FY2024 (FY) | 2024-12-31 | $382.6M | $184.5M | $232.7M | $215.5M | $4.77B | $498.5M |
| FY2023 (FY) | 2023-12-31 | $323.6M | $151.5M | $179.7M | $165.1M | $3.94B | $921.7M |
As of 2026-11-03, Terreno Realty Corporation (NYSE: TRNO) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 58/100 at a spot price of $66.76 (+1.83% 1D, market cap $7.14B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 16/20. Across 1097 tracked Financials issuers, TRNO ranks #452 in composite RQD confidence.
Within the Financials sector (Real Estate), TRNO carries a Roarable D+ (58/100 RQD), trailing P/E of 17.8x, gross margin of —, and ROIC of 8.4%. By comparison, COMP (Compass Inc.) holds a D grade (47/100 RQD, P/E N/A, ROIC -8.6%, cap $6.82B) and FSV (FirstService Corporation) posts a C+ grade (69/100 RQD, P/E 23.9x, ROIC 9.1%, cap $6.33B). Among the 5-stock peer group, MRP leads on earnings multiple (11.4x) while CIGI leads on capital efficiency (22.1% ROIC).
Per TRNO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001476150), Terreno Realty Corporation generated $476.4M in revenue (+24.5% YoY), $403.0M in net income, and $250.4M in free cash flow against $5.39B in total assets and $558.8M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
TRNO last traded at $66.76 (+1.83% on volume of 833,560 shares), positioning the stock +2.03% above its 50-day simple moving average ($65.43) and +1.38% above its 200-day simple moving average ($65.85). Across its 52-week range of $56.09 to $78.94, TRNO sits at the 46.7% percentile with a 14-day RSI of 52.0 (NEUTRAL RANGE) and an implied next-earnings move of ±4.7% ($63.62 to $69.90).
Terreno Realty Corporation (TRNO) earns a live Roarable RQD composite score of 58/100, corresponding to a D+ letter grade (Roarable Sell) at a spot price of $66.76 (+1.83% 1D, market capitalization $7.14B).
.2B. Per the news wire, the company reports on Silicon Valley building leasing and quarterly operating, investment and capital markets activity. —: a detailed description of its product, tenant base, or revenue model beyond the headline references.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Terreno Realty Corporation (TRNO) reported $476.4M in annual revenue (up from $382.6M in FY2024, +24.5% YoY) and $403.0M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($323.6M revenue, $151.5M net income) through FY2025, TRNO scaled operating cash flow to $271.9M and free cash flow to $250.4M, backed by $5.39B in total assets against $558.8M in total debt.
— The Butterfly Supply-Chain Graph lists supply_chain as NONE, with no upstream or downstream links and no sector correlations provided.
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Yahoo! Finance Canada report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance UK report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Business Wire report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
ad-hoc-news.de report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Terreno Realty Corporation (TRNO) market action, institutional positioning, and fundamental catalysts.
Here is why I am bullish on TRNO here at $65.56: Forensic balance sheet scores 15 out of 20 with Piotroski F 8/9 and Debt/Equity of 0.5, and reported debt fell from $921.7M to $558.8M.. Compare TRNO's 75.0% operating margin and 8.4% ROIC against the rest of Real Estate. As long as cash conversion holds up, dips toward $62.28 are getting bought.
Both sides have a point here — TRNO's 15/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.
Sitting on the sidelines or leaning short TRNO above $65.56. The RQD verdict is Roarable Sell with Fundamental Cash Engine at 11 out of 20, ROIC at 8.4%, and FCF yield at 3.5%, while Macro Regime Fit scores only 7 out of 20.. Until Fundamental Cash Engine (11/20) and FCF yield (3.5%) inflect higher, upside is capped near $78.94.
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