EastGroup Properties Inc (EGP)vsInnovative Industrial Properties Inc (IIPR)
EGP
EastGroup Properties Inc
$203.98
-0.65%
REAL ESTATE · Cap: $11.04B
IIPR
Innovative Industrial Properties Inc
$56.49
-1.40%
REAL ESTATE · Cap: $1.56B
Smart Verdict
WallStSmart Research — data-driven comparison
EastGroup Properties Inc generates 177% more annual revenue ($735.38M vs $265.95M). IIPR leads profitability with a 44.5% profit margin vs 39.8%. IIPR trades at a lower P/E of 13.9x. EGP earns a higher WallStSmart Score of 61/100 (C+).
EGP
Buy61
out of 100
Grade: C+
IIPR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.3%
Fair Value
$194.28
Current Price
$203.98
$9.70 discount
Intrinsic value data unavailable for IIPR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 40.2%
Earnings expanding 55.3% YoY
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
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, EPS Growth. Profitability is solid with margins at 39.8% and operating margin at 40.2%.
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, 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 1.45 — expect wider price swings.
EGP is growing revenue faster at 9.1% — sustainability is the question.
EGP generates stronger free cash flow (127M), providing more financial flexibility.
Bottom Line
EGP scores higher overall (61/100 vs 52/100), backed by strong 39.8% margins. 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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