PLYM
Plymouth Industrial REIT, Inc.
REIT - Industrial
Market Cap$979M
5Y Perf.+48.5%
Compare Stocks
2 / 10Try these comparisons:
Stock Comparison
PLYM vs ILPT
Revenue, margins, valuation, and 5-year total return — side by side.
ILPT
Industrial Logistics Properties Trust
REIT - Industrial
Market Cap$524M
5Y Perf.-70.5%
PLYM vs ILPT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | PLYM | ILPT |
|---|---|---|
| Industry | REIT - Industrial | REIT - Industrial |
| Market Cap | $979M | $524M |
| Revenue (TTM) | $192M | $453M |
| Net Income (TTM) | $93M | $-54M |
| Gross Margin | 69.7% | 10.9% |
| Operating Margin | 17.3% | 33.1% |
| Forward P/E | 7.1x | — |
| Total Debt | $646M | $4.22B |
| Cash & Equiv. | $18M | $183M |
PLYM vs ILPT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
PLYM
ILPT
| Stock | May 20 | Jan 26 | Return |
|---|---|---|---|
| Plymouth Industrial… (PLYM) | 100 | 148.5 | +48.5% |
| Industrial Logistic… (ILPT) | 100 | 29.5 | -70.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PLYM vs ILPT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: PLYM leads in 4 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Industrial Logistics Properties Trust is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
PLYM
Plymouth Industrial REIT, Inc.
The Real Estate Income Play
PLYM carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 0.20, yield 4.4%
- Rev growth -0.7%, EPS growth 14.4%, 3Y rev CAGR 12.2%
- 68.9% 10Y total return vs ILPT's -41.2%
Best for: income & stability and growth exposure
ILPT
Industrial Logistics Properties Trust
The Real Estate Income Play
ILPT is the clearest fit if your priority is growth and value.
- 1.5% FFO/revenue growth vs PLYM's -0.7%
- Better valuation composite
- +179.9% vs PLYM's +47.4%
Best for: growth and value
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | ILPT | 1.5% FFO/revenue growth vs PLYM's -0.7% |
| Value | ILPT | Better valuation composite |
| Quality / Margins | PLYM | 48.5% margin vs ILPT's -11.9% |
| Stability / Safety | PLYM | Beta 0.20 vs ILPT's 1.62, lower leverage |
| Dividends | PLYM | 4.4% yield, 1-year raise streak, vs ILPT's 1.5% |
| Momentum (1Y) | ILPT | +179.9% vs PLYM's +47.4% |
| Efficiency (ROA) | PLYM | 5.9% ROA vs ILPT's -1.0%, ROIC 2.1% vs 2.2% |
PLYM vs ILPT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLPLYMLAGGINGILPT
ILPTIndustrial Logistics …
2leads
PLYMPlymouth Industrial R…
2leads
6 Total Categories
CATEGORYLEADERvs ILPTMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
ILPT4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
PLYM7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
ILPT4/6
Risk & VolatilityBeta, volatility, and downside exposure
PLYM2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
Evenly matched — PLYM and ILPT each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ILPT is the larger business by revenue, generating $453M annually — 2.4x PLYM's $192M. PLYM is the more profitable business, keeping 48.5% of every revenue dollar as net income compared to ILPT's -11.9%. On growth, ILPT holds the edge at +4.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | PLYMPlymouth Industri… | ILPTIndustrial Logist… |
|---|---|---|
| RevenueTrailing 12 months | $192M | $453M |
| EBITDAEarnings before interest/tax | $116M | $306M |
| Net IncomeAfter-tax profit | $93M | -$54M |
| Free Cash FlowCash after capex | $95M | $65M |
| Gross MarginGross profit ÷ Revenue | +69.7% | +10.9% |
| Operating MarginEBIT ÷ Revenue | +17.3% | +33.1% |
| Net MarginNet income ÷ Revenue | +48.5% | -11.9% |
| FCF MarginFCF ÷ Revenue | +49.4% | +14.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | -1.4% | +4.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.5% | +57.6% |
Evenly matched — PLYM and ILPT each lead in 3 of 6 comparable metrics.
Valuation Metrics
ILPT leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, PLYM's 13.3x EV/EBITDA is more attractive than ILPT's 14.6x.
| Metric | PLYMPlymouth Industri… | ILPTIndustrial Logist… |
|---|---|---|
| Market CapShares × price | $979M | $524M |
| Enterprise ValueMkt cap + debt − cash | $1.6B | $4.6B |
| Trailing P/EPrice ÷ TTM EPS | 7.11x | -7.86x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 13.32x | 14.58x |
| Price / SalesMarket cap ÷ Revenue | 4.94x | 1.17x |
| Price / BookPrice ÷ Book value/share | 1.69x | 0.58x |
| Price / FCFMarket cap ÷ FCF | 10.19x | 8.64x |
ILPT leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
PLYM leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
PLYM delivers a 16.8% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $-6 for ILPT. PLYM carries lower financial leverage with a 1.10x debt-to-equity ratio, signaling a more conservative balance sheet compared to ILPT's 4.69x. On the Piotroski fundamental quality scale (0–9), PLYM scores 7/9 vs ILPT's 4/9, reflecting strong financial health.
| Metric | PLYMPlymouth Industri… | ILPTIndustrial Logist… |
|---|---|---|
| ROE (TTM)Return on equity | +16.8% | -5.9% |
| ROA (TTM)Return on assets | +5.9% | -1.0% |
| ROICReturn on invested capital | +2.1% | +2.2% |
| ROCEReturn on capital employed | +2.8% | +3.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 4 |
| Debt / EquityFinancial leverage | 1.10x | 4.69x |
| Net DebtTotal debt minus cash | $628M | $4.0B |
| Cash & Equiv.Liquid assets | $18M | $183M |
| Total DebtShort + long-term debt | $646M | $4.2B |
| Interest CoverageEBIT ÷ Interest expense | 0.97x | 0.61x |
PLYM leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
ILPT leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PLYM five years ago would be worth $14,145 today (with dividends reinvested), compared to $3,811 for ILPT. Over the past 12 months, ILPT leads with a +179.9% total return vs PLYM's +47.4%. The 3-year compound annual growth rate (CAGR) favors ILPT at 61.8% vs PLYM's 4.8% — a key indicator of consistent wealth creation.
| Metric | PLYMPlymouth Industri… | ILPTIndustrial Logist… |
|---|---|---|
| YTD ReturnYear-to-date | +0.5% | +43.9% |
| 1-Year ReturnPast 12 months | +47.4% | +179.9% |
| 3-Year ReturnCumulative with dividends | +15.1% | +324.0% |
| 5-Year ReturnCumulative with dividends | +41.5% | -61.9% |
| 10-Year ReturnCumulative with dividends | +68.9% | -41.2% |
| CAGR (3Y)Annualised 3-year return | +4.8% | +61.8% |
ILPT leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
PLYM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
PLYM is the less volatile stock with a 0.20 beta — it tends to amplify market swings less than ILPT's 1.62 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | PLYMPlymouth Industri… | ILPTIndustrial Logist… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.20x | 1.62x |
| 52-Week HighHighest price in past year | $22.74 | $8.19 |
| 52-Week LowLowest price in past year | $14.05 | $2.77 |
| % of 52W HighCurrent price vs 52-week peak | +96.7% | +96.0% |
| RSI (14)Momentum oscillator 0–100 | 56.8 | 66.1 |
| Avg Volume (50D)Average daily shares traded | 132K | 310K |
PLYM leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — PLYM and ILPT each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PLYM as "Hold" and ILPT as "Buy". Consensus price targets imply -4.5% upside for PLYM (target: $21) vs -5.9% for ILPT (target: $7). For income investors, PLYM offers the higher dividend yield at 4.40% vs ILPT's 1.54%.
| Metric | PLYMPlymouth Industri… | ILPTIndustrial Logist… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $21.00 | $7.40 |
| # AnalystsCovering analysts | 16 | 9 |
| Dividend YieldAnnual dividend ÷ price | +4.4% | +1.5% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $0.97 | $0.12 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +0.1% |
Evenly matched — PLYM and ILPT each lead in 1 of 2 comparable metrics.
Key Takeaway
ILPT leads in 2 of 6 categories (Valuation Metrics, Total Returns). PLYM leads in 2 (Profitability & Efficiency, Risk & Volatility). 2 tied.
Best OverallPlymouth Industrial REIT, I… (PLYM)Leads 2 of 6 categories
Loading custom metrics...
PLYM vs ILPT: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is PLYM or ILPT a better buy right now?
For growth investors, Industrial Logistics Properties Trust (ILPT) is the stronger pick with 1.
5% revenue growth year-over-year, versus -0. 7% for Plymouth Industrial REIT, Inc. (PLYM). Plymouth Industrial REIT, Inc. (PLYM) offers the better valuation at 7. 1x trailing P/E, making it the more compelling value choice. Analysts rate Industrial Logistics Properties Trust (ILPT) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — PLYM or ILPT?
Over the past 5 years, Plymouth Industrial REIT, Inc.
(PLYM) delivered a total return of +41. 5%, compared to -61. 9% for Industrial Logistics Properties Trust (ILPT). Over 10 years, the gap is even starker: PLYM returned +68. 9% versus ILPT's -41. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — PLYM or ILPT?
By beta (market sensitivity over 5 years), Plymouth Industrial REIT, Inc.
(PLYM) is the lower-risk stock at 0. 20β versus Industrial Logistics Properties Trust's 1. 62β — meaning ILPT is approximately 691% more volatile than PLYM relative to the S&P 500. On balance sheet safety, Plymouth Industrial REIT, Inc. (PLYM) carries a lower debt/equity ratio of 110% versus 5% for Industrial Logistics Properties Trust — giving it more financial flexibility in a downturn.
04Which is growing faster — PLYM or ILPT?
By revenue growth (latest reported year), Industrial Logistics Properties Trust (ILPT) is pulling ahead at 1.
5% versus -0. 7% for Plymouth Industrial REIT, Inc. (PLYM). On earnings-per-share growth, the picture is similar: Plymouth Industrial REIT, Inc. grew EPS 1445% year-over-year, compared to 31. 5% for Industrial Logistics Properties Trust. Over a 3-year CAGR, PLYM leads at 12. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — PLYM or ILPT?
Plymouth Industrial REIT, Inc.
(PLYM) is the more profitable company, earning 70. 2% net margin versus -14. 7% for Industrial Logistics Properties Trust — meaning it keeps 70. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ILPT leads at 33. 0% versus 18. 2% for PLYM. At the gross margin level — before operating expenses — PLYM leads at 68. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — PLYM or ILPT?
All stocks in this comparison pay dividends.
Plymouth Industrial REIT, Inc. (PLYM) offers the highest yield at 4. 4%, versus 1. 5% for Industrial Logistics Properties Trust (ILPT).
07Is PLYM or ILPT better for a retirement portfolio?
For long-horizon retirement investors, Plymouth Industrial REIT, Inc.
(PLYM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 20), 4. 4% yield). Industrial Logistics Properties Trust (ILPT) carries a higher beta of 1. 62 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (PLYM: +68. 9%, ILPT: -41. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between PLYM and ILPT?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: PLYM is a small-cap deep-value stock; ILPT is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
Revenue Growth>
%
(PLYM: -1.4% · ILPT: 4.0%)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.