Industrial Logistics Properties Trust (ILPT)vsPrologis Inc (PLD)
ILPT
Industrial Logistics Properties Trust
$5.90
+0.51%
REAL ESTATE · Cap: $384.59M
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1948% more annual revenue ($9.19B vs $448.85M). PLD leads profitability with a 36.2% profit margin vs -14.7%. ILPT earns a higher WallStSmart Score of 57/100 (C).
ILPT
Buy57
out of 100
Grade: C
PLD
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ILPT.
Margin of Safety
-116.9%
Fair Value
$60.09
Current Price
$130.36
$70.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 33.7%
Earnings expanding 56.5% YoY
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
3.1% revenue growth
Smaller company, higher risk/reward
ROE of -10.7% — below average capital efficiency
Currently unprofitable
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ILPT
The strongest argument for ILPT centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 36.2% and operating margin at 41.3%.
Bear Case : ILPT
The primary concerns for ILPT are Revenue Growth, Market Cap, Return on Equity.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
ILPT profiles as a turnaround stock while PLD is a value play — different risk/reward profiles.
ILPT carries more volatility with a beta of 2.46 — expect wider price swings.
PLD is growing revenue faster at 4.0% — sustainability is the question.
ILPT generates stronger free cash flow (4M), providing more financial flexibility.
Bottom Line
ILPT scores higher overall (57/100 vs 55/100). 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.
Industrial Logistics Properties Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
ILPT is a real estate investment trust, or REIT, that owns and rents industrial and logistics properties throughout the United States. The company is headquartered in Newton, MA.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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