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23

ILPT

🏠 Real Estate

Industrial Logistics Properties Trust

Conservative #1268Aggressive #1181Moderate RiskModerate 67
$5.96+2.58%
Day High$6.01
Day Low$5.78
Volume0.2M
Mkt Cap$397M
52W Low $252W High $7
Market Cap
$389M
P/E Ratio
N/A
Rev Growth
1.5%
Sector avg: 15420.2%
Earnings Growth
30.8%
Profit Margin
-14.7%
Sector avg: 6.3%
Debt/Equity
8.63

Why This Score

ILPT scores 22.9 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 5-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Above-average volatility (16.8%) may not suit conservative risk tolerance.
  • Elevated leverage (D/E 8.63) increases financial risk in a rising-rate environment.

Net penalties of -14.0 points significantly impact the ranking. Without these adjustments, ILPT would rank considerably higher.

Score Breakdown

Overall Score22.9
Fundamental Score38.8
ML Score15.0

Score by Horizon

3 Month
58.0
6 Month
64.8
Primary
1 Year
68.2

Quality Assessment

D
Earnings Grade
Weak fundamentals or significant quality concerns
Quality Flags
Extreme leverage: D/E ratio of 8.6x — balance sheet risk
Speculative Classification
Speculative growth — negative margins and ROE with momentum-driven price action. High risk of mean reversion.
Conservative score reduced by 3 points.

Position Sizing

Suggested Allocation
4.8%
Confidence
medium

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
79
Positive
Analyst (6.4%)
53
Neutral
Tradability (post-hoc)
52
Grade Clow dollar volume, small cap
Base
25.5
SHAP
-2.1
Factors
+0.8
Divergence
-1.3
Final
22.9
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)55.0
Technical (Momentum, Weinstein, Volatility)54.0
External (Sentiment, Analyst, Macro)83.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-5.3% to +1.3%
Medium-term
-7.9% to +1.9%
Long-term
-10.5% to +2.5%

ML Model Core Features100 trained inputs → ML Score: 15

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score53.1/100
Target Upside+70.1%
Coverage8 analysts
Market Sentiment
Sentiment Score78.6/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.4%
6M Momentum-0.1%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration+52.7%
Momentum ConsistencyDivergent (-0.23)
Relative Strength vs Sector+39.5%
Trend Strength (ADX Proxy)Moderate (2.6)
Momentum Quality+0.327
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
45%
High risk — cheap + stagnating
Sector RevGr Rank
P26
Revenue growth vs Real Estate peers
Sector PE Rank
P74
Valuation vs Real Estate peers
Sector FCF Rank
P81
Free cash flow vs Real Estate peers
Growth Deviation
-0.0σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged
Value trap warning: This stock scores in the top quartile for value trap risk. The combination of below-sector-median revenue growth, low PE, and high free cash flow yield suggests the market is pricing in stagnation. The ML model's sector-relative features (trained on 30 years of data) reduce this stock's score accordingly.

Analysis Signals

Scoring Factors
Fundamental score of 59 relative to sector peers59/100
Machine learning model ranks this stock at the 68th percentileP68
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: -2.1pt (features diverge from model priorities)
Blend: 91% fund (58.8) + 9% ML (65.7) + SHAP(-2.1) = 57.3
Factor quality: +0.8pt (multi-factor composite)
Risk assessment: moderate. Annualized volatility 16.8%. Max drawdown 24% (-6.3 pts)Moderate
Market cap adjustment: -20.0 points ($0.4B market cap)-20.0 pts
Risk Factors
Earnings quality grade D: weak earnings quality, multiple concerns. Score adjusted by -24 pointsGrade D
Quality concern: Non-operating loss: operating margin (33.0%) exceeds net margin (-14.7%) by 48pp — possible write-down; High accrual ratio (130.9%) — earnings quality concern; Extreme leverage: D/E ratio of 8.6x — balance sheet riskFlag

Sector Peer Comparison(Real Estate — Rank #24 of 27 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
ILPT22.9N/A1.5%-14.7%$389M
AGNC80.27.5-60.8%87.0%$12.3B
SBAC76.325.3-1.2%28.0%$21.4B
GLPI75.116.66.3%51.2%$13.1B
REG73.627.16.9%34.0%$14.2B
HST71.018.87.0%12.3%$13.9B
LAMR70.531.04.6%16.4%$13.3B
SBRA69.231.510.2%20.1%$5.1B
ADAM64.74.912.0%19.9%$735M
LAND64.240.1-5.7%14.5%$407M
EQIX61.969.45.4%14.6%$94.0B
PECO57.644.110.7%15.3%$4.9B
DRH55.131.95.1%5.7%$2.0B
RMR53.311.8-22.0%3.5%$526M
GOOD52.430.78.0%12.0%$607M
FISV47.79.47.1%15.3%$32.3B
Sector Average49.168.215420.2%6.3%

Market Sentimentvia FMP

Analyst Consensus
Buy8 analysts
Buy: 3Hold: 3Sell: 2
Price Target
$10consensus
Low $10Median $10High $10
+67.8% to consensus target

Company Overviewvia FMP

ILPT 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.

CEO
Yael Duffy
Employees
0
Beta
2.49
Industry
REIT - Industrial
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
75.4
Overbought
Trend
Bullish
10-day vs 50-day MA
From 52W High
-9.3%
High: $6.57
From 52W Low
+143.3%
Low: $2.45
Moving Averages
10-Day
$5.70
Above
20-Day
$5.50
Above
50-Day
$5.60
Above
200-Day
$5.30
Above
60-Day Support
$5.13
60-Day Resistance
$6.45
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 78/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+12.5%
200 SMA Slope (60d)
+15.06%
Rising
Volume Ratio
0.72x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$114M$111M$112M$112M
Gross Profit$-233M$96M$96M$98M
Operating Income$-13M$87M$36M$38M
Net Income$-2M$-22M$-21M$-22M
EPS (Diluted)$-0.03$-0.33$-0.32$-0.33
Gross Margin-204.7%86.3%86.0%87.4%
Operating Margin-11.6%78.4%32.5%33.7%
Net Margin-1.6%-19.4%-19.0%-19.2%

Why This Stock

Real Estate

Tradability FilterGrade C — 52/100Score impact: -9.9pt

Volume
64
336K avg/day
Dollar Vol
12
$2M/day
Float
85
62M shares
Mkt Cap
19
$389M
Range
100
168% spread
Composite Liquidity Score52/100
FDCBA
low dollar volumesmall cap

Multi-Year Range Analysis

Sideways: 6/100
YearLowHighRangeStatus
2021$21.19$28.6630%Moderate
2022$3.05$25.73157.6%Wide
2023$1.65$4.98100.5%Wide
2024$3.15$5.4553.5%Wide
2025$2.45$6.5791.4%Wide
3-Year Range
119.7%
Narrow Years
1 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.15x dampening
weinstein declining

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
93.6%
Outstanding Shares
67M
Bid-Ask Spread
168.0%
Institutional Tradable
Limited

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.