ILPT
Industrial Logistics Properties Trust
REIT - Industrial
Market Cap$524M
5Y Perf.-58.1%
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Stock Comparison
ILPT vs STAG
Revenue, margins, valuation, and 5-year total return — side by side.
STAG
STAG Industrial, Inc.
REIT - Industrial
Market Cap$7.37B
5Y Perf.+43.3%
ILPT vs STAG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ILPT | STAG |
|---|---|---|
| Industry | REIT - Industrial | REIT - Industrial |
| Market Cap | $524M | $7.37B |
| Revenue (TTM) | $453M | $864M |
| Net Income (TTM) | $-54M | $244M |
| Gross Margin | 10.9% | 61.8% |
| Operating Margin | 33.1% | 37.9% |
| Forward P/E | — | 38.0x |
| Total Debt | $4.22B | $3.29B |
| Cash & Equiv. | $183M | $15M |
ILPT vs STAG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ILPT
STAG
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Industrial Logistic… (ILPT) | 100 | 41.9 | -58.1% |
| STAG Industrial, In… (STAG) | 100 | 143.3 | +43.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ILPT vs STAG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: STAG leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Industrial Logistics Properties Trust is the stronger pick specifically for valuation and capital efficiency and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
ILPT
Industrial Logistics Properties Trust
The Real Estate Income Play
ILPT is the clearest fit if your priority is value and momentum.
- Better valuation composite
- +179.9% vs STAG's +20.3%
Best for: value and momentum
STAG
STAG Industrial, Inc.
The Real Estate Income Play
STAG carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 0.55, yield 3.9%
- Rev growth 10.1%, EPS growth 40.4%, 3Y rev CAGR 8.7%
- 150.4% 10Y total return vs ILPT's -41.2%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | STAG | 10.1% FFO/revenue growth vs ILPT's 1.5% |
| Value | ILPT | Better valuation composite |
| Quality / Margins | STAG | 28.3% margin vs ILPT's -11.9% |
| Stability / Safety | STAG | Beta 0.55 vs ILPT's 1.62, lower leverage |
| Dividends | STAG | 3.9% yield, 2-year raise streak, vs ILPT's 1.5% |
| Momentum (1Y) | ILPT | +179.9% vs STAG's +20.3% |
| Efficiency (ROA) | STAG | 3.5% ROA vs ILPT's -1.0%, ROIC 3.5% vs 2.2% |
ILPT vs STAG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLSTAGLAGGINGILPT
ILPTIndustrial Logistics …
2leads
STAGSTAG Industrial, Inc.
4leads
6 Total Categories
CATEGORYLEADERvs ILPTMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
STAG5/6
Valuation MetricsMultiples, price ratios, and targets
ILPT5/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
STAG9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
ILPT4/6
Risk & VolatilityBeta, volatility, and downside exposure
STAG2/2
Analyst OutlookRatings, price targets, and dividends
STAG1/1
Income & Cash Flow (Last 12 Months)
STAG leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
STAG is the larger business by revenue, generating $864M annually — 1.9x ILPT's $453M. STAG is the more profitable business, keeping 28.3% of every revenue dollar as net income compared to ILPT's -11.9%. On growth, STAG holds the edge at +9.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| RevenueTrailing 12 months | $453M | $864M |
| EBITDAEarnings before interest/tax | $306M | $634M |
| Net IncomeAfter-tax profit | -$54M | $244M |
| Free Cash FlowCash after capex | $65M | $443M |
| Gross MarginGross profit ÷ Revenue | +10.9% | +61.8% |
| Operating MarginEBIT ÷ Revenue | +33.1% | +37.9% |
| Net MarginNet income ÷ Revenue | -11.9% | +28.3% |
| FCF MarginFCF ÷ Revenue | +14.4% | +51.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +4.0% | +9.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +57.6% | -34.7% |
STAG leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
ILPT leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, ILPT's 14.6x EV/EBITDA is more attractive than STAG's 17.2x.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| Market CapShares × price | $524M | $7.4B |
| Enterprise ValueMkt cap + debt − cash | $4.6B | $10.6B |
| Trailing P/EPrice ÷ TTM EPS | -7.86x | 26.40x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 37.96x |
| PEG RatioP/E ÷ EPS growth rate | — | 12.96x |
| EV / EBITDAEnterprise value multiple | 14.58x | 17.17x |
| Price / SalesMarket cap ÷ Revenue | 1.17x | 8.72x |
| Price / BookPrice ÷ Book value/share | 0.58x | 1.98x |
| Price / FCFMarket cap ÷ FCF | 8.64x | 18.34x |
ILPT leads this category, winning 5 of 5 comparable metrics.
Profitability & Efficiency
STAG leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
STAG delivers a 6.8% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-6 for ILPT. STAG carries lower financial leverage with a 0.90x debt-to-equity ratio, signaling a more conservative balance sheet compared to ILPT's 4.69x. On the Piotroski fundamental quality scale (0–9), STAG scores 5/9 vs ILPT's 4/9, reflecting solid financial health.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| ROE (TTM)Return on equity | -5.9% | +6.8% |
| ROA (TTM)Return on assets | -1.0% | +3.5% |
| ROICReturn on invested capital | +2.2% | +3.5% |
| ROCEReturn on capital employed | +3.3% | +4.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 4.69x | 0.90x |
| Net DebtTotal debt minus cash | $4.0B | $3.3B |
| Cash & Equiv.Liquid assets | $183M | $15M |
| Total DebtShort + long-term debt | $4.2B | $3.3B |
| Interest CoverageEBIT ÷ Interest expense | 0.61x | 3.04x |
STAG leads this category, winning 9 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 STAG five years ago would be worth $12,794 today (with dividends reinvested), compared to $3,811 for ILPT. Over the past 12 months, ILPT leads with a +179.9% total return vs STAG's +20.3%. The 3-year compound annual growth rate (CAGR) favors ILPT at 61.8% vs STAG's 6.7% — a key indicator of consistent wealth creation.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| YTD ReturnYear-to-date | +43.9% | +5.5% |
| 1-Year ReturnPast 12 months | +179.9% | +20.3% |
| 3-Year ReturnCumulative with dividends | +324.0% | +21.5% |
| 5-Year ReturnCumulative with dividends | -61.9% | +27.9% |
| 10-Year ReturnCumulative with dividends | -41.2% | +150.4% |
| CAGR (3Y)Annualised 3-year return | +61.8% | +6.7% |
ILPT leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
STAG leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
STAG is the less volatile stock with a 0.55 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 | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.62x | 0.55x |
| 52-Week HighHighest price in past year | $8.19 | $39.99 |
| 52-Week LowLowest price in past year | $2.77 | $33.07 |
| % of 52W HighCurrent price vs 52-week peak | +96.0% | +96.4% |
| RSI (14)Momentum oscillator 0–100 | 66.1 | 47.3 |
| Avg Volume (50D)Average daily shares traded | 310K | 1.2M |
STAG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
STAG leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates ILPT as "Buy" and STAG as "Buy". Consensus price targets imply 18.0% upside for STAG (target: $46) vs -5.9% for ILPT (target: $7). For income investors, STAG offers the higher dividend yield at 3.91% vs ILPT's 1.54%.
| Metric | ILPTIndustrial Logist… | STAGSTAG Industrial, … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $7.40 | $45.50 |
| # AnalystsCovering analysts | 9 | 21 |
| Dividend YieldAnnual dividend ÷ price | +1.5% | +3.9% |
| Dividend StreakConsecutive years of raises | 2 | 2 |
| Dividend / ShareAnnual DPS | $0.12 | $1.51 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
STAG leads this category, winning 1 of 1 comparable metric.
Key Takeaway
STAG leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ILPT leads in 2 (Valuation Metrics, Total Returns).
Best OverallSTAG Industrial, Inc. (STAG)Leads 4 of 6 categories
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ILPT vs STAG: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is ILPT or STAG a better buy right now?
For growth investors, STAG Industrial, Inc.
(STAG) is the stronger pick with 10. 1% revenue growth year-over-year, versus 1. 5% for Industrial Logistics Properties Trust (ILPT). STAG Industrial, Inc. (STAG) offers the better valuation at 26. 4x trailing P/E (38. 0x forward), 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 — ILPT or STAG?
Over the past 5 years, STAG Industrial, Inc.
(STAG) delivered a total return of +27. 9%, compared to -61. 9% for Industrial Logistics Properties Trust (ILPT). Over 10 years, the gap is even starker: STAG returned +150. 4% 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 — ILPT or STAG?
By beta (market sensitivity over 5 years), STAG Industrial, Inc.
(STAG) is the lower-risk stock at 0. 55β versus Industrial Logistics Properties Trust's 1. 62β — meaning ILPT is approximately 196% more volatile than STAG relative to the S&P 500. On balance sheet safety, STAG Industrial, Inc. (STAG) carries a lower debt/equity ratio of 90% versus 5% for Industrial Logistics Properties Trust — giving it more financial flexibility in a downturn.
04Which is growing faster — ILPT or STAG?
By revenue growth (latest reported year), STAG Industrial, Inc.
(STAG) is pulling ahead at 10. 1% versus 1. 5% for Industrial Logistics Properties Trust (ILPT). On earnings-per-share growth, the picture is similar: STAG Industrial, Inc. grew EPS 40. 4% year-over-year, compared to 31. 5% for Industrial Logistics Properties Trust. Over a 3-year CAGR, STAG leads at 8. 7% 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 — ILPT or STAG?
STAG Industrial, Inc.
(STAG) is the more profitable company, earning 32. 4% net margin versus -14. 7% for Industrial Logistics Properties Trust — meaning it keeps 32. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: STAG leads at 37. 7% versus 33. 0% for ILPT. At the gross margin level — before operating expenses — STAG leads at 61. 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.
06Is ILPT or STAG more undervalued right now?
Analyst consensus price targets imply the most upside for STAG: 18.
0% to $45. 50.
07Which pays a better dividend — ILPT or STAG?
All stocks in this comparison pay dividends.
STAG Industrial, Inc. (STAG) offers the highest yield at 3. 9%, versus 1. 5% for Industrial Logistics Properties Trust (ILPT).
08Is 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. 55), 3. 9% yield, +150. 4% 10Y return). 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 (STAG: +150. 4%, 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.
09What 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. 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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