Americold Realty Trust, Inc. (COLD) Stock

Americold Realty Trust, Inc. (COLD) is a Real Estate stock trading at $15.25 (as of 2026-08-21), with a market capitalization of $4.35B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Americold is the world's largest publicly traded REIT focused on the ownership, operation, acquisition and development of temperature-controlled warehouses. Based in Atlanta, Georgia, Americold owns and operates 185 temperature-controlled warehouses, with over 1 billion refrigerated cubic feet of storage, in the United States, Australia, New Zealand, Canada, and Argentina. Americold's facilities are an integral component of the supply chain connecting food producers, processors, distributors and retailers to consumers.

Understand Americold Realty Trust, Inc.: how it makes money

Americold Realty Trust owns and operates temperature-controlled warehouses used in the food supply chain, and it makes money primarily by renting and storing refrigerated space under warehouse contracts.

Americold's profit model is driven by operated warehouse capacity earning rent and storage revenue, with fixed commitment contracts showing up as a major recurring revenue stream within its Global Warehouse business.

Revenue by segment (latest quarter)
Global$0.6B

Business quality (Weak): Clear operating linkage to temperature-controlled storage and contractual rent, but the operating margin is low, and results appear highly concentrated in the Global Warehouse segment.

Bull case

  • Scale and operational footprint: Americold owns and operates 185 temperature-controlled warehouses with over 1 billion refrigerated cubic feet of storage.
  • Contracted revenue component: Rent and storage revenue from fixed commitment contracts is shown as 0.58 USD_B, aligning with the Global Warehouse segment revenue level.

Bear case

  • Low operating profitability: Operating margin is 2.3% for the latest period provided, so cost pressures or unfavorable contract outcomes could weigh on results.
  • Business concentration: The available segment revenue breakdown centers on a single Global Warehouse segment (0.58 USD_B), which can make performance more sensitive to conditions affecting that business.
Valuation — source: SEC EDGAR (first-party)
Price$15.25
Market Cap$4.35B
EV / EBITDA32.7
Price / Book1.78
Price / Sales1.68
FCF Yield-10.5%
DCF Value (model)$10.26
DCF Upside vs Price-32.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.60B
Net Margin-4.4%
Revenue Growth (YoY)-2.4%
EPS Growth (YoY)21.2%
FCF Growth (YoY)-312.1%
Valuation vs Sector & Industry
Sector P/E (Real Estate)27.2
Industry P/E (Trading)35.3
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($496.37M)
Institutional Holders Tracked10
Congressional Trades (recent)5
Company
SectorReal Estate
IndustryTrading
CEORobert Scott Chambers
Employees13,755
CountryUS
IPO Date2018-01-19

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COLD earnings history · COLD institutional & insider holders · COLD KPIs & operating metrics · COLD financials · COLD investor presentations & press releases · COLD SEC filings · COLD peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.