New Residential Investment (NYSE:NRZ) & Industrial Logistics Properties Trust (NASDAQ:ILPT) Head to Head Contrast

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

Dividends

New Residential Investment pays an annual dividend of $0.80 per share and has a dividend yield of 7.2%. Industrial Logistics Properties Trust pays an annual dividend of $1.32 per share and has a dividend yield of 5.2%. New Residential Investment pays out 54.8% of its earnings in the form of a dividend. Industrial Logistics Properties Trust pays out 71.0% 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. New Residential Investment has increased its dividend for 1 consecutive years and Industrial Logistics Properties Trust has increased its dividend for 1 consecutive years. New Residential Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Insider & Institutional Ownership

48.7% of New Residential Investment shares are owned by institutional investors. Comparatively, 85.1% of Industrial Logistics Properties Trust shares are owned by institutional investors. 0.6% of New Residential Investment shares are owned by company insiders. Comparatively, 1.4% of Industrial Logistics Properties Trust shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Analyst Ratings

This is a summary of current ratings and recommmendations for New Residential Investment and Industrial Logistics Properties Trust, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Residential Investment 0 1 11 0 2.92
Industrial Logistics Properties Trust 1 2 2 0 2.20

New Residential Investment currently has a consensus price target of $11.80, indicating a potential upside of 6.59%. Industrial Logistics Properties Trust has a consensus price target of $28.25, indicating a potential upside of 10.91%. Given Industrial Logistics Properties Trust’s higher possible upside, analysts plainly believe Industrial Logistics Properties Trust is more favorable than New Residential Investment.

Profitability

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

Net Margins Return on Equity Return on Assets
New Residential Investment 61.81% 12.73% 1.81%
Industrial Logistics Properties Trust 39.63% 9.07% 4.48%

Valuation and Earnings

This table compares New Residential Investment and Industrial Logistics Properties Trust’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
New Residential Investment $1.95 billion 2.65 -$1.41 billion $1.46 7.58
Industrial Logistics Properties Trust $254.57 million 6.53 $82.07 million $1.86 13.69

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

Risk & Volatility

New Residential Investment has a beta of 1.93, meaning that its share price is 93% more volatile than the S&P 500. Comparatively, Industrial Logistics Properties Trust has a beta of 1, meaning that its share price has a similar volatility profile to the S&P 500.

New Residential Investment Company Profile

New Residential Investment Corp. is a real estate investment trust, which focuses on investing and actively managing, investments related to residential real estate. It operates through the following segments: Origination, Servicing, MSR Related Investments, Residential Securities and Loans, Consumer Loans and Corporate. The Corporate segment includes general and administrative expenses, the management fees and incentive compensation, and corporate cash and related interest income. The company was founded in 2011 and is headquartered in New York, NY.

Industrial Logistics Properties Trust Company Profile

Industrial Logistics Properties Trust is a real estate investment trust, which owns and leases industrial and logistics buildings and leased industrial lands. The company was founded on September 15, 2017 and is headquartered in Newton, MA.

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