Comprehensive Stock Comparison
Compare Industrial Logistics Properties Trust (ILPT) vs STAG Industrial, Inc. (STAG) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | STAG | 10.1% revenue growth vs ILPT's 1.5% |
| Value | ILPT | Better valuation composite |
| Quality / Margins | STAG | 29.3% net margin vs ILPT's -19.9% |
| Stability / Safety | STAG | Beta 0.66 vs ILPT's 1.08 |
| Dividends | STAG | 3.9% yield; 2-year raise streak; ILPT pays no meaningful dividend |
| Momentum (1Y) | ILPT | +52.8% vs STAG's +12.8% |
| Efficiency (ROA) | STAG | 3.5% ROA vs ILPT's -1.7%, ROIC 0.1% vs 8.9% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Industrial Logistics Properties Trust is a REIT that owns and leases industrial warehouses and distribution centers across the United States. It generates revenue primarily through long-term net leases — collecting rental income from tenants like Amazon and FedEx — with nearly all its properties leased to single tenants. Its key advantage is its portfolio of modern logistics facilities in strategic locations near major transportation hubs, which are essential for e-commerce fulfillment and supply chain operations.
STAG Industrial is a real estate investment trust that acquires and operates single-tenant industrial properties across the United States. It generates revenue primarily through rental income from its portfolio of warehouses and distribution centers — with nearly all properties leased to single tenants on long-term, triple-net agreements. The company's competitive advantage lies in its specialized focus on secondary markets where it faces less competition and can achieve higher yields than in primary logistics hubs.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
ILPT leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). STAG leads in 2 (Risk & Volatility, Analyst Outlook). 1 tied.
Financial Metrics (TTM)
STAG is the larger business by revenue, generating $824M annually — 1.8x ILPT's $445M. STAG is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to ILPT's -19.9%. On growth, STAG holds the edge at +10.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| RevenueTrailing 12 months | $445M | $824M |
| EBITDAEarnings before interest/tax | $362M | $606M |
| Net IncomeAfter-tax profit | -$89M | $241M |
| Free Cash FlowCash after capex | $39M | $425M |
| Gross MarginGross profit ÷ Revenue | +86.3% | +79.8% |
| Operating MarginEBIT ÷ Revenue | +44.0% | +37.3% |
| Net MarginNet income ÷ Revenue | -19.9% | +29.3% |
| FCF MarginFCF ÷ Revenue | +8.8% | +51.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.8% | +10.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +13.2% | +13.0% |
Valuation Metrics
On an enterprise value basis, ILPT's 0.4x EV/EBITDA is more attractive than STAG's 23.8x.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| Market CapShares × price | $391M | $7.3B |
| Enterprise ValueMkt cap + debt − cash | $208M | $7.3B |
| Trailing P/EPrice ÷ TTM EPS | -5.86x | 26.86x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 38.53x |
| PEG RatioP/E ÷ EPS growth rate | — | 13.19x |
| EV / EBITDAEnterprise value multiple | 0.40x | 23.77x |
| Price / SalesMarket cap ÷ Revenue | 0.87x | 8.67x |
| Price / BookPrice ÷ Book value/share | 0.43x | 2.00x |
| Price / FCFMarket cap ÷ FCF | 6.44x | 15.81x |
Profitability & Efficiency
STAG delivers a 6.9% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-10 for ILPT.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| ROE (TTM)Return on equity | -9.7% | +6.9% |
| ROA (TTM)Return on assets | -1.7% | +3.5% |
| ROICReturn on invested capital | +8.9% | +0.1% |
| ROCEReturn on capital employed | +6.6% | +0.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | — | — |
| Net DebtTotal debt minus cash | -$183M | -$15M |
| Cash & Equiv.Liquid assets | $183M | $15M |
| Total DebtShort + long-term debt | $0 | $0 |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (with DRIP)
A $10,000 investment in STAG five years ago would be worth $14,464 today (with dividends reinvested), compared to $3,580 for ILPT. Over the past 12 months, ILPT leads with a +52.8% total return vs STAG's +12.8%. The 3-year compound annual growth rate (CAGR) favors ILPT at 14.2% vs STAG's 8.9% — a key indicator of consistent wealth creation.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| YTD ReturnYear-to-date | +6.9% | +6.2% |
| 1-Year ReturnPast 12 months | +52.8% | +12.8% |
| 3-Year ReturnCumulative with dividends | +48.8% | +29.1% |
| 5-Year ReturnCumulative with dividends | -64.2% | +44.6% |
| 10-Year ReturnCumulative with dividends | -50.0% | +204.2% |
| CAGR (3Y)Annualised 3-year return | +14.2% | +8.9% |
Risk & Volatility
STAG is the less volatile stock with a 0.66 beta — it tends to amplify market swings less than ILPT's 1.08 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. STAG currently trades 98.1% from its 52-week high vs ILPT's 89.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.08x | 0.66x |
| 52-Week HighHighest price in past year | $6.57 | $39.97 |
| 52-Week LowLowest price in past year | $2.45 | $28.61 |
| % of 52W HighCurrent price vs 52-week peak | +89.2% | +98.1% |
| RSI (14)Momentum oscillator 0–100 | 64.7 | 57.7 |
| Avg Volume (50D)Average daily shares traded | 292K | 1.3M |
Analyst Outlook
Wall Street rates ILPT as "Buy" and STAG as "Buy". Consensus price targets imply 70.6% upside for ILPT (target: $10) vs 14.7% for STAG (target: $45). STAG is the only dividend payer here at 3.87% yield — a key consideration for income-focused portfolios.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $10.00 | $45.00 |
| # AnalystsCovering analysts | 8 | 21 |
| Dividend YieldAnnual dividend ÷ price | — | +3.9% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | — | $1.52 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| Industrial Logistic… (ILPT) | 100 | 25.07 | -74.9% |
| STAG Industrial, In… (STAG) | 100 | 130.14 | +30.1% |
STAG Industrial, In… (STAG) returned +45% over 5 years vs Industrial Logistic… (ILPT)'s -64%. A $10,000 investment in STAG 5 years ago would be worth $14,464 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Industrial Logistic… (ILPT) | $153M | $449M | +192.8% |
| STAG Industrial, In… (STAG) | $250M | $845M | +237.7% |
Industrial Logistics Properties Trust's revenue grew from $153M (2016) to $449M (2025) — a 12.7% CAGR. STAG Industrial, Inc.'s revenue grew from $250M (2016) to $845M (2025) — a 14.5% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Industrial Logistic… (ILPT) | 56.7% | -14.7% | -126.0% |
| STAG Industrial, In… (STAG) | 13.8% | 32.3% | +134.5% |
Industrial Logistics Properties Trust's net margin went from 57% (2016) to -15% (2025). STAG Industrial, Inc.'s net margin went from 14% (2016) to 32% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Industrial Logistic… (ILPT) | 17 | 13.7 | -19.4% |
| STAG Industrial, In… (STAG) | 118.8 | 25.2 | -78.8% |
Industrial Logistics Properties Trust has traded in a 14x–28x P/E range over 4 years; current trailing P/E is ~-6x. STAG Industrial, Inc. has traded in a 24x–119x P/E range over 8 years; current trailing P/E is ~27x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Industrial Logistic… (ILPT) | 1.34 | -1 | -174.6% |
| STAG Industrial, In… (STAG) | 0.29 | 1.46 | +403.4% |
Industrial Logistics Properties Trust's EPS grew from $1.34 (2016) to $-1.00 (2025) — a NaN% CAGR. STAG Industrial, Inc.'s EPS grew from $0.29 (2016) to $1.46 (2025) — a 20% CAGR.
Chart 6Free Cash Flow — 5 Years
Industrial Logistics Properties Trust generated $61M FCF in 2025 (-43% vs 2021). STAG Industrial, Inc. generated $463M FCF in 2025 (+164% vs 2021).
ILPT vs STAG: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is ILPT or STAG a better buy right now?
STAG Industrial, Inc. (STAG) offers the better valuation at 26.9x trailing P/E (38.5x forward), making it the more compelling value choice. Analysts rate Industrial Logistics Properties Trust (ILPT) a "Buy" — based on 8 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 — ILPT or STAG?
Over the past 5 years, STAG Industrial, Inc. (STAG) delivered a total return of +44.6%, compared to -64.2% for Industrial Logistics Properties Trust (ILPT). A $10,000 investment in STAG five years ago would be worth approximately $14K today (assuming dividends reinvested). Over 10 years, the gap is even starker: STAG returned +204.2% versus ILPT's -50.0%. 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 — ILPT or STAG?
By beta (market sensitivity over 5 years), STAG Industrial, Inc. (STAG) is the lower-risk stock at 0.66β versus Industrial Logistics Properties Trust's 1.08β — meaning ILPT is approximately 63% more volatile than STAG relative to the S&P 500.
04Which has better profit margins — ILPT or STAG?
STAG Industrial, Inc. (STAG) is the more profitable company, earning 32.3% net margin versus -14.7% for Industrial Logistics Properties Trust — meaning it keeps 32.3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ILPT leads at 78.0% versus 0.7% for STAG. At the gross margin level — before operating expenses — ILPT leads at 86.3%, 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.
05Is ILPT or STAG more undervalued right now?
Analyst consensus price targets imply the most upside for ILPT: 70.6% to $10.00.
06Which pays a better dividend — ILPT or STAG?
In this comparison, STAG (3.9% yield) pays a dividend. ILPT does not pay a meaningful dividend and should not be held primarily for income.
07Is ILPT or STAG better for a retirement portfolio?
For long-horizon retirement investors, STAG Industrial, Inc. (STAG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.66), 3.9% yield, +204.2% 10Y return). Both have compounded well over 10 years (STAG: +204.2%, ILPT: -50.0%), 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 ILPT and STAG?
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: ILPT is a small-cap quality compounder stock; STAG is a small-cap income-oriented stock. STAG pays a dividend while ILPT does not, making them suitable for different income and tax situations. 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.
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