Comparing AG Mortgage Investment Trust (NYSE:MITT) & Industrial Logistics Properties Trust (NASDAQ:ILPT)

AG Mortgage Investment Trust (NYSE:MITT) and Industrial Logistics Properties Trust (NASDAQ:ILPT) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, risk, earnings, valuation, analyst recommendations, dividends and institutional ownership.

Earnings and Valuation

This table compares AG Mortgage Investment Trust 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
AG Mortgage Investment Trust	$260.33 million	0.74	$53.78 million	$2.28	2.85
Industrial Logistics Properties Trust	$440.70 million	0.58	-$107.99 million	($1.57)	-2.47

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

Profitability

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

	Net Margins	Return on Equity	Return on Assets
AG Mortgage Investment Trust	20.19%	9.70%	0.46%
Industrial Logistics Properties Trust	-23.33%	-9.31%	-1.87%

Risk and Volatility

AG Mortgage Investment Trust has a beta of 1.99, suggesting that its share price is 99% more volatile than the S&P 500. Comparatively, Industrial Logistics Properties Trust has a beta of 1.83, suggesting that its share price is 83% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current recommendations and price targets for AG Mortgage Investment Trust and Industrial Logistics Properties Trust, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AG Mortgage Investment Trust	0	1	3	0	2.75
Industrial Logistics Properties Trust	0	1	1	0	2.50

AG Mortgage Investment Trust currently has a consensus target price of $8.25, suggesting a potential upside of 27.02%. Industrial Logistics Properties Trust has a consensus target price of $10.00, suggesting a potential upside of 157.73%. Given Industrial Logistics Properties Trust’s higher possible upside, analysts plainly believe Industrial Logistics Properties Trust is more favorable than AG Mortgage Investment Trust.

Dividends

AG Mortgage Investment Trust pays an annual dividend of $0.76 per share and has a dividend yield of 11.7%. Industrial Logistics Properties Trust pays an annual dividend of $0.04 per share and has a dividend yield of 1.0%. AG Mortgage Investment Trust pays out 33.3% of its earnings in the form of a dividend. Industrial Logistics Properties Trust pays out -2.5% 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.

Insider & Institutional Ownership

27.3% of AG Mortgage Investment Trust shares are held by institutional investors. Comparatively, 49.1% of Industrial Logistics Properties Trust shares are held by institutional investors. 3.2% of AG Mortgage Investment Trust shares are held by company insiders. Comparatively, 1.8% of Industrial Logistics Properties Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

AG Mortgage Investment Trust beats Industrial Logistics Properties Trust on 12 of the 16 factors compared between the two stocks.

About AG Mortgage Investment Trust

AG Mortgage Investment Trust, Inc. operates as a residential mortgage real estate investment trust in the United States. Its investment portfolio includes residential investments, including non-agency loans, agency-eligible loans, re-and non-performing loans, and non-agency residential mortgage-backed securities, as well as commercial loans and commercial mortgage-backed securities. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. AG Mortgage Investment Trust, Inc. was incorporated in 2011 and is based in New York, New York.

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.