Head-To-Head Survey: Industrial Logistics Properties Trust (NASDAQ:ILPT) vs. Weyerhaeuser (NASDAQ:WY)

Industrial Logistics Properties Trust (NASDAQ:ILPT) and Weyerhaeuser (NYSE:WY) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their valuation, risk, analyst recommendations, profitability, institutional ownership, dividends and earnings.

Profitability

This table compares Industrial Logistics Properties Trust and Weyerhaeuser’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Industrial Logistics Properties Trust 28.27% 5.80% 2.87%
Weyerhaeuser -2.33% 3.78% 1.95%

Institutional & Insider Ownership

90.2% of Industrial Logistics Properties Trust shares are owned by institutional investors. Comparatively, 77.0% of Weyerhaeuser shares are owned by institutional investors. 1.3% of Industrial Logistics Properties Trust shares are owned by insiders. Comparatively, 0.4% of Weyerhaeuser shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Risk and Volatility

Industrial Logistics Properties Trust has a beta of 0.93, indicating that its stock price is 7% less volatile than the S&P 500. Comparatively, Weyerhaeuser has a beta of 1.66, indicating that its stock price is 66% more volatile than the S&P 500.

Dividends

Industrial Logistics Properties Trust pays an annual dividend of $1.32 per share and has a dividend yield of 6.2%. Weyerhaeuser pays an annual dividend of $1.36 per share and has a dividend yield of 4.6%. Industrial Logistics Properties Trust pays out 82.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Weyerhaeuser pays out 115.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Industrial Logistics Properties Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

Analyst Ratings

This is a summary of current ratings and recommmendations for Industrial Logistics Properties Trust and Weyerhaeuser, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Industrial Logistics Properties Trust 1 1 1 0 2.00
Weyerhaeuser 0 2 6 0 2.75

Industrial Logistics Properties Trust presently has a consensus price target of $22.00, suggesting a potential upside of 3.92%. Weyerhaeuser has a consensus price target of $30.93, suggesting a potential upside of 4.70%. Given Weyerhaeuser’s stronger consensus rating and higher probable upside, analysts clearly believe Weyerhaeuser is more favorable than Industrial Logistics Properties Trust.

Valuation and Earnings

This table compares Industrial Logistics Properties Trust and Weyerhaeuser’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Industrial Logistics Properties Trust $162.53 million 8.49 $74.39 million $1.61 13.15
Weyerhaeuser $7.48 billion 2.94 $748.00 million $1.18 25.03

Weyerhaeuser has higher revenue and earnings than Industrial Logistics Properties Trust. Industrial Logistics Properties Trust is trading at a lower price-to-earnings ratio than Weyerhaeuser, indicating that it is currently the more affordable of the two stocks.

Summary

Industrial Logistics Properties Trust beats Weyerhaeuser on 9 of the 16 factors compared between the two stocks.

Industrial Logistics Properties Trust Company Profile

Industrial Logistics Properties Trust is a real estate investment trust, or REIT, that owns and leases industrial and logistics properties throughout the United States. ILPT is managed by the operating subsidiary of The RMR Group Inc. (Nasdaq: RMR), an alternative asset management company that is headquartered in Newton, MA.

Weyerhaeuser Company Profile

Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900. We own or control 12.2 million acres of timberlands in the U.S., and manage additional timberlands under long-term licenses in Canada. We manage these timberlands on a sustainable basis in compliance with internationally recognized forestry standards. We are also one of the largest manufacturers of wood products. Our company is a real estate investment trust. In 2018, we generated $7.5 billion in net sales and employed approximately 9,300 people who serve customers worldwide. We are listed on the Dow Jones Sustainability North America Index. Our common stock trades on the New York Stock Exchange under the symbol WY.

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