Industrial Logistics Properties Trust (ILPT) vs Stag Industrial, Inc. (STAG)

Industrial Logistics Properties Trust and Stag Industrial, Inc. are both Reit Industrial companies. Stag Industrial, Inc. is the larger, with a market value of $7.2B against $501.9M — 14.3× the size. Industrial Logistics Properties Trust has negative trailing earnings, so its P/E is not meaningful; Stag Industrial, Inc. trades at 28.3×. Stag Industrial, Inc. grew revenue faster over the last twelve months: 9.63% against 2.69%. Stag Industrial, Inc. has the higher net margin (28.0% vs −10.4%) and the higher return on invested capital (2.92% vs 1.85%). Both pay a dividend; Stag Industrial, Inc. yields more (3.92% vs 1.00%). Across the 21 metrics below, Stag Industrial, Inc. leads on 12 and Industrial Logistics Properties Trust on 9.

Valuation

Metric ILPT STAG Reit Industrial median
P/E n/m 28.30 28.30
P/S 1.07 7.99 8.16
P/B 0.58 1.90 1.89
Price to free cash flow 8.39 n/m 21.44
EV/EBITDA 13.69 16.19 17.97
EV/Sales 9.86 11.82 11.71
Earnings yield (9.77%) 3.53% 3.38%
Free cash flow yield 11.92% (4.83%) 2.71%

Profitability

Metric ILPT STAG Reit Industrial median
Gross margin 85.77% 79.55% 73.76%
Operating margin 31.52% 37.58% 39.85%
Net margin (10.37%) 28.04% 28.04%
Free cash flow margin 12.77% (38.56%) 13.63%
Return on equity (5.28%) 6.83% 6.83%
Return on assets (0.91%) 3.45% 3.45%
Return on invested capital 1.85% 2.92% 2.92%

Growth

Metric ILPT STAG Reit Industrial median
Revenue growth (TTM) 2.69% 9.63% 3.86%
EPS growth (last fiscal year) 31.51% 40.38% —
Revenue growth, 5-year CAGR 12.01% 11.82% 13.33%
Net income growth, 5-year CAGR 0.00% 6.80% 9.91%

Health

Metric ILPT STAG Reit Industrial median
Debt to equity 4.97 0.93 0.84
Current ratio 4.11 1.76 0.78
Net debt to EBITDA 11.82 5.12 4.76

Dividend

Metric ILPT STAG Reit Industrial median
Dividend yield 1.00% 3.92% 3.14%
Payout ratio 0.92 1.36 1.14

Size

Metric ILPT STAG Reit Industrial median
Market cap 501.93m 7.19b 8.24b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack