Industrial Logistics Properties Trust (ILPT)vsPublic Storage (PSA)
ILPT
Industrial Logistics Properties Trust
$7.76
+1.31%
REAL ESTATE · Cap: $549.99M
PSA
Public Storage
$296.50
+0.64%
REAL ESTATE · Cap: $55.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Public Storage generates 978% more annual revenue ($4.91B vs $455.39M). PSA leads profitability with a 41.6% profit margin vs -10.4%. PSA earns a higher WallStSmart Score of 62/100 (C+).
ILPT
Buy52
out of 100
Grade: C-
PSA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.2%
Fair Value
$16.66
Current Price
$7.76
$8.90 discount
Margin of Safety
-8.4%
Fair Value
$271.04
Current Price
$296.50
$25.46 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 31.4%
Earnings expanding 56.5% YoY
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 45.7%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Earnings expanding 45.1% YoY
Areas to Watch
1.8% revenue growth
Smaller company, higher risk/reward
ROE of -10.2% — below average capital efficiency
Distress zone — elevated risk
Moderate valuation
Trading at 10.8x book value
3.3% revenue growth
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ILPT
The strongest argument for ILPT centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 41.6% and operating margin at 45.7%.
Bear Case : ILPT
The primary concerns for ILPT are Revenue Growth, Market Cap, Return on Equity. Debt-to-equity of 9.08 is elevated, increasing financial risk.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
ILPT profiles as a turnaround stock while PSA is a value play — different risk/reward profiles.
ILPT carries more volatility with a beta of 2.51 — expect wider price swings.
PSA is growing revenue faster at 3.3% — sustainability is the question.
PSA generates stronger free cash flow (799M), providing more financial flexibility.
Bottom Line
PSA scores higher overall (62/100 vs 52/100), backed by strong 41.6% margins. ILPT offers better value entry with a 67.2% margin of safety. 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.
Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
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