Head-To-Head Contrast: Industrial Logistics Properties Trust (NASDAQ:ILPT) versus Host Hotels & Resorts (NASDAQ:HST)

Host Hotels & Resorts (NASDAQ:HST) and Industrial Logistics Properties Trust (NASDAQ:ILPT) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, earnings, valuation, profitability, analyst recommendations and risk.

Profitability

This table compares Host Hotels & Resorts and Industrial Logistics Properties Trust’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Host Hotels & Resorts	13.35%	10.59%	5.84%
Industrial Logistics Properties Trust	-24.26%	-8.95%	-1.90%

Dividends

Host Hotels & Resorts pays an annual dividend of $0.80 per share and has a dividend yield of 4.6%. Industrial Logistics Properties Trust pays an annual dividend of $0.04 per share and has a dividend yield of 1.1%. Host Hotels & Resorts pays out 78.4% 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 pays out -2.4% of its earnings in the form of a dividend.

Risk & Volatility

Host Hotels & Resorts has a beta of 1.33, suggesting that its stock price is 33% more volatile than the S&P 500. Comparatively, Industrial Logistics Properties Trust has a beta of 1.79, suggesting that its stock price is 79% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current ratings and recommmendations for Host Hotels & Resorts and Industrial Logistics Properties Trust, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Host Hotels & Resorts	1	3	10	0	2.64
Industrial Logistics Properties Trust	0	1	0	0	2.00

Host Hotels & Resorts presently has a consensus target price of $21.36, suggesting a potential upside of 21.76%. Given Host Hotels & Resorts’ stronger consensus rating and higher possible upside, equities analysts plainly believe Host Hotels & Resorts is more favorable than Industrial Logistics Properties Trust.

Earnings and Valuation

This table compares Host Hotels & Resorts and Industrial Logistics Properties Trust’s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Host Hotels & Resorts	$5.31 billion	2.33	$740.00 million	$1.02	17.20
Industrial Logistics Properties Trust	$439.32 million	0.52	-$107.99 million	($1.64)	-2.13

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

Institutional and Insider Ownership

98.5% of Host Hotels & Resorts shares are owned by institutional investors. Comparatively, 49.1% of Industrial Logistics Properties Trust shares are owned by institutional investors. 1.3% of Host Hotels & Resorts shares are owned by company insiders. Comparatively, 1.8% of Industrial Logistics Properties Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

Host Hotels & Resorts beats Industrial Logistics Properties Trust on 13 of the 16 factors compared between the two stocks.

About Host Hotels & Resorts

Host Hotels & Resorts, Inc. is an S&P 500 company and is the largest lodging real estate investment trust and one of the largest owners of luxury and upper-upscale hotels. The Company currently owns 72 properties in the United States and five properties internationally totaling approximately 42,000 rooms. The Company also holds non-controlling interests in seven domestic and one international joint ventures. Guided by a disciplined approach to capital allocation and aggressive asset management, the Company partners with premium brands such as Marriott, Ritz-Carlton, Westin, Sheraton, W, St. Regis, The Luxury Collection, Hyatt, Fairmont, Hilton, Four Seasons, Swissôtel, ibis and Novotel, as well as independent brands.

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.