Americold Realty Trust (NYSE:COLD – Get Free Report) and Industrial Logistics Properties Trust (NASDAQ:ILPT – Get Free Report) are both real estate companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, institutional ownership, dividends, analyst recommendations, profitability, valuation and risk.
Risk and Volatility
Americold Realty Trust has a beta of 0.92, meaning that its share price is 8% less volatile than the S&P 500. Comparatively, Industrial Logistics Properties Trust has a beta of 2.54, meaning that its share price is 154% more volatile than the S&P 500.
Analyst Ratings
This is a summary of recent recommendations and price targets for Americold Realty Trust and Industrial Logistics Properties Trust, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Americold Realty Trust | 2 | 9 | 5 | 0 | 2.19 |
| Industrial Logistics Properties Trust | 1 | 0 | 1 | 1 | 2.67 |
Dividends
Americold Realty Trust pays an annual dividend of $0.92 per share and has a dividend yield of 6.7%. Industrial Logistics Properties Trust pays an annual dividend of $0.40 per share and has a dividend yield of 5.8%. Americold Realty Trust pays out -57.9% of its earnings in the form of a dividend. Industrial Logistics Properties Trust pays out -55.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Americold Realty Trust has increased its dividend for 1 consecutive years. Americold Realty Trust is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Profitability
This table compares Americold Realty Trust and Industrial Logistics Properties Trust’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Americold Realty Trust | -17.44% | -16.14% | -5.68% |
| Industrial Logistics Properties Trust | -10.37% | -5.34% | -0.91% |
Institutional and Insider Ownership
98.1% of Americold Realty Trust shares are held by institutional investors. Comparatively, 49.1% of Industrial Logistics Properties Trust shares are held by institutional investors. 0.4% of Americold Realty Trust shares are held by company insiders. Comparatively, 2.3% of Industrial Logistics Properties Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Valuation and Earnings
This table compares Americold Realty Trust and Industrial Logistics Properties Trust”s gross revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Americold Realty Trust | $2.61 billion | 1.50 | -$114.55 million | ($1.59) | -8.66 |
| Industrial Logistics Properties Trust | $455.39 million | 1.01 | -$66.19 million | ($0.72) | -9.53 |
Industrial Logistics Properties Trust has lower revenue, but higher earnings than Americold Realty Trust. Industrial Logistics Properties Trust is trading at a lower price-to-earnings ratio than Americold Realty Trust, indicating that it is currently the more affordable of the two stocks.
Summary
Industrial Logistics Properties Trust beats Americold Realty Trust on 10 of the 18 factors compared between the two stocks.
About Americold Realty Trust
Americold Realty Trust, Inc. is a real estate investment trust, which focuses on the ownership, operation, development, and acquisition of temperature-controlled warehouses. It operates through the following segments: Warehouse, Third-Party Managed, Transportation, and Other. The Warehouse segment collects rent and storage fees from customers to store frozen and perishable food and other products within the firm’s real estate portfolio. The Third-Party Managed segment manages warehouses on behalf of third parties and provides warehouse management services to food retailers and manufacturers in customer-owned facilities. The Transportation segment is involved in brokering and managing transportation of frozen and perishable food and other products. The Other segment includes ownership in a limestone quarry in Carthage, Missouri. The company was founded in 1931 and is headquartered in Atlanta, GA.
About Industrial Logistics Properties Trust
Industrial Logistics Properties Trust (Nasdaq: ILPT) is a real estate investment trust, or REIT, focused on owning and leasing high quality distribution and logistics properties. As of December 31, 2023, ILPT's portfolio consisted of 411 properties containing approximately 60 million rentable square feet located in 39 states. Approximately 77% of ILPT's annualized rental revenues as of December 31, 2023 are derived from investment grade tenants, tenants that are subsidiaries of investment grade rated entities or Hawaii land leases. ILPT is managed by The RMR Group (Nasdaq: RMR), a leading U.S. alternative asset management company with over $41 billion in assets under management as of December 31, 2023 and more than 35 years of institutional experience in buying, selling, financing and operating commercial real estate. ILPT is headquartered in Newton, MA.
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