EastGroup Properties Inc (EGP)vsInnovative Industrial Properties Inc (IIPR)
EGP
EastGroup Properties Inc
$183.60
+0.38%
REAL ESTATE · Cap: $9.77B
IIPR
Innovative Industrial Properties Inc
$52.35
-0.38%
REAL ESTATE · Cap: $1.47B
Smart Verdict
WallStSmart Research — data-driven comparison
EastGroup Properties Inc generates 171% more annual revenue ($719.57M vs $265.95M). IIPR leads profitability with a 44.5% profit margin vs 35.8%. IIPR trades at a lower P/E of 13.3x. EGP earns a higher WallStSmart Score of 58/100 (C).
EGP
Buy58
out of 100
Grade: C
IIPR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.2%
Fair Value
$100.91
Current Price
$183.60
$82.69 premium
Margin of Safety
-75.6%
Fair Value
$26.72
Current Price
$52.35
$25.63 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.5%
Reasonable price relative to book value
Reasonable price relative to book value
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 51.3%
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.6% — below average capital efficiency
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 6.3% — below average capital efficiency
Revenue declined 13.1%
Earnings declined 22.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : EGP
The strongest argument for EGP centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 35.8% and operating margin at 40.5%. Revenue growth of 14.3% demonstrates continued momentum.
Bull Case : IIPR
The strongest argument for IIPR centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 44.5% and operating margin at 51.3%.
Bear Case : EGP
The primary concerns for EGP are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : IIPR
The primary concerns for IIPR are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
EGP profiles as a mature stock while IIPR is a declining play — different risk/reward profiles.
IIPR carries more volatility with a beta of 1.50 — expect wider price swings.
EGP is growing revenue faster at 14.3% — sustainability is the question.
EGP generates stronger free cash flow (52M), providing more financial flexibility.
Bottom Line
EGP scores higher overall (58/100 vs 52/100), backed by strong 35.8% margins and 14.3% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
EastGroup Properties Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
EastGroup Properties, Inc. (NYSE: EGP), an S&P MidCap 400 company, is a self-managed capital real estate investment trust focused on the development, acquisition and operation of industrial properties in Sunbelt's major markets in the United States. with an emphasis on the states of Florida, Texas, Arizona, California and North Carolina.
Innovative Industrial Properties Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Innovative Industrial Properties, Inc. is a self-advising Maryland corporation focused on acquiring, owning, and managing specialty properties leased to experienced state-licensed operators for their regulated medical cannabis facilities.
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