Industrial Logistics Properties Trust (ILPT)vsPublic Storage (PSA)
ILPT
Industrial Logistics Properties Trust
$5.90
+0.51%
REAL ESTATE · Cap: $384.59M
PSA
Public Storage
$267.63
-0.12%
REAL ESTATE · Cap: $47.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Public Storage generates 977% more annual revenue ($4.83B vs $448.85M). PSA leads profitability with a 36.9% profit margin vs -14.7%. ILPT earns a higher WallStSmart Score of 57/100 (C).
ILPT
Buy57
out of 100
Grade: C
PSA
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ILPT.
Margin of Safety
-380.1%
Fair Value
$61.20
Current Price
$267.63
$206.43 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 37 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Areas to Watch
3.1% revenue growth
Smaller company, higher risk/reward
ROE of -10.7% — below average capital efficiency
Currently unprofitable
Moderate valuation
Trading at 9.6x book value
3.3% revenue growth
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 : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin. Profitability is solid with margins at 36.9% and operating margin at 46.2%.
Bear Case : ILPT
The primary concerns for ILPT are Revenue Growth, Market Cap, Return on Equity.
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 2.46 — expect wider price swings.
PSA is growing revenue faster at 3.3% — sustainability is the question.
PSA generates stronger free cash flow (634M), providing more financial flexibility.
Bottom Line
ILPT scores higher overall (57/100 vs 50/100). 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.
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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