Industrial Logistics Properties Trust (ILPT)vsPrologis Inc (PLD)
ILPT
Industrial Logistics Properties Trust
$7.34
-0.54%
REAL ESTATE · Cap: $478.23M
PLD
Prologis Inc
$125.26
-0.99%
REAL ESTATE · Cap: $122.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 2073% more annual revenue ($9.89B vs $455.39M). PLD leads profitability with a 43.1% profit margin vs -10.4%. PLD earns a higher WallStSmart Score of 57/100 (C).
ILPT
Buy52
out of 100
Grade: C-
PLD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.8%
Fair Value
$16.42
Current Price
$7.34
$9.08 discount
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$125.26
$130.86 discount
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 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
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
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
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 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
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 : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Key Dynamics to Monitor
ILPT profiles as a turnaround stock while PLD is a mature play — different risk/reward profiles.
ILPT carries more volatility with a beta of 2.54 — expect wider price swings.
PLD is growing revenue faster at 10.2% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (57/100 vs 52/100), backed by strong 43.1% margins and 10.2% revenue growth. ILPT offers better value entry with a 66.8% 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.
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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