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ARL vs ILPT

ARL
American Realty Investors, Inc.
BEARISH
Price
$16.66
Market Cap
$269.1M
Sector
Real Estate
AI Confidence
85%
ILPT
Industrial Logistics Properties Trust
BEARISH
Price
$5.54
Market Cap
$369.3M
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
ARL
47.6
ILPT
--
Forward P/E
ARL
--
ILPT
-6.3
P/B Ratio
ARL
0.44
ILPT
0.75
P/S Ratio
ARL
5.48
ILPT
0.82
EV/EBITDA
ARL
103.59
ILPT
15.88

Profitability

Gross Margin
ARL
45.21%
ILPT
86.26%
Operating Margin
ARL
-11.25%
ILPT
33.71%
Profit Margin
ARL
11.74%
ILPT
-14.75%
ROE
ARL
0.86%
ILPT
-10.74%
ROA
ARL
-0.3%
ILPT
1.75%

Growth

Revenue Growth
ARL
7.7%
ILPT
3.1%
Earnings Growth
ARL
--
ILPT
--

Financial Health

Debt/Equity
ARL
0.28
ILPT
4.66
Current Ratio
ARL
3.13
ILPT
0.22
Quick Ratio
ARL
2.79
ILPT
0.16

Dividends

Dividend Yield
ARL
--
ILPT
3.61%
Payout Ratio
ARL
0.0%
ILPT
92.31%

AI Verdict

ARL BEARISH

The Advanced Deterministic Scorecard reveals severe financial health concerns with a Piotroski F-Score of just 2/9, indicating weak fundamentals. Despite a low Price/Book ratio of 0.44 and a current price ($16.66) near the Graham Number ($17.19), profitability is inconsistent, with a negative operating margin (-11.25%) and ROA (-0.30%). Earnings volatility is extreme, highlighted by a -35% average earnings surprise and a -216.7% most recent Q/Q EPS decline. Combined with a bearish technical trend (10/100) and lack of analyst coverage, the stock presents significant risk despite modest revenue growth and strong insider sentiment.

Strengths
Current price ($16.66) is near the defensive Graham Number ($17.19), suggesting limited downside in a liquidation scenario
Low Price/Book ratio of 0.44 indicates the stock trades below book value, potentially signaling undervaluation
Revenue growth of 7.70% YoY shows top-line expansion in a challenging real estate environment
Risks
Critically low Piotroski F-Score of 2/9 signals severe financial distress and weak operating performance
Negative operating margin (-11.25%) and ROA (-0.30%) reflect core business unprofitability
Extreme earnings volatility: average earnings surprise of -35% and a -216.7% Q/Q EPS decline indicate unreliable profitability
ILPT BEARISH

ILPT exhibits severe fundamental weakness, highlighted by a Piotroski F-Score of 2/9, indicating poor financial health. The company is facing a critical liquidity crisis with a current ratio of 0.22 and an alarmingly high Debt/Equity ratio of 4.66. While the stock trades at a discount to book value (P/B 0.75) and has seen a recent 1-year price surge, the negative profit margins and unsustainable dividend payout ratio (92.31%) suggest a value trap. The disconnect between the technical recovery and the deteriorating balance sheet poses a significant risk to investors.

Strengths
Trading below book value (P/B 0.75)
Strong gross margin (86.26%) and operating margin (33.71%)
Significant 1-year price appreciation (+109.3%)
Risks
Severe liquidity risk (Current Ratio 0.22, Quick Ratio 0.16)
Excessive leverage (Debt/Equity 4.66)
Negative net profit margins (-14.75%) and negative ROE

Compare Another Pair

ARL vs ILPT: Head-to-Head Comparison

This page compares American Realty Investors, Inc. (ARL) and Industrial Logistics Properties Trust (ILPT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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