Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB) vs. Dynagas LNG Partners (NYSE:DLNG) Critical Analysis

Dynagas LNG Partners (NYSE:DLNG) and Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB) are both transportation companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, profitability, earnings, risk, institutional ownership, dividends and valuation.

Dividends

Dynagas LNG Partners pays an annual dividend of $0.20 per share and has a dividend yield of 5.2%. Grupo Aeroportuario del Centro Norte pays an annual dividend of $2.11 per share and has a dividend yield of 2.0%. Dynagas LNG Partners pays out 17.9% of its earnings in the form of a dividend. Grupo Aeroportuario del Centro Norte pays out 39.1% 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. Dynagas LNG Partners is clearly the better dividend stock, given its higher yield and lower payout ratio.

Volatility & Risk

Dynagas LNG Partners has a beta of 0.84, suggesting that its stock price is 16% less volatile than the S&P 500. Comparatively, Grupo Aeroportuario del Centro Norte has a beta of 0.93, suggesting that its stock price is 7% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings for Dynagas LNG Partners and Grupo Aeroportuario del Centro Norte, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Dynagas LNG Partners	0	0	0	0	0.00
Grupo Aeroportuario del Centro Norte	1	4	2	0	2.14

Grupo Aeroportuario del Centro Norte has a consensus price target of $92.17, indicating a potential downside of 13.93%. Given Grupo Aeroportuario del Centro Norte’s stronger consensus rating and higher possible upside, analysts clearly believe Grupo Aeroportuario del Centro Norte is more favorable than Dynagas LNG Partners.

Institutional and Insider Ownership

9.5% of Grupo Aeroportuario del Centro Norte shares are owned by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Earnings & Valuation

This table compares Dynagas LNG Partners and Grupo Aeroportuario del Centro Norte”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Dynagas LNG Partners	$156.40 million	0.90	$51.55 million	$1.12	3.41
Grupo Aeroportuario del Centro Norte	$826.93 million	5.51	$237.12 million	$5.40	19.83

Grupo Aeroportuario del Centro Norte has higher revenue and earnings than Dynagas LNG Partners. Dynagas LNG Partners is trading at a lower price-to-earnings ratio than Grupo Aeroportuario del Centro Norte, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Dynagas LNG Partners and Grupo Aeroportuario del Centro Norte’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Dynagas LNG Partners	35.60%	16.27%	6.92%
Grupo Aeroportuario del Centro Norte	33.00%	52.90%	19.28%

Summary

Grupo Aeroportuario del Centro Norte beats Dynagas LNG Partners on 12 of the 15 factors compared between the two stocks.

About Dynagas LNG Partners

Dynagas LNG Partners LP, through its subsidiaries, operates in the seaborne transportation industry in Greece and internationally. The company owns and operates liquefied natural gas (LNG) carriers. Its fleet consists of six LNG carriers with an aggregate carrying capacity of approximately 914,000 cubic meters. Dynagas GP LLC serves as the general partner of Dynagas LNG Partners LP. The company was incorporated in 2013 and is headquartered in Athens, Greece.

About Grupo Aeroportuario del Centro Norte

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., together with its subsidiaries, holds concessions to develop, operate, and maintain airports in Mexico. The company operates 13 international airports in Monterrey, Acapulco, Mazatlán, Zihuatanejo, Ciudad Juárez, Reynosa, Chihuahua, Culiacán, Durango, San Luis Potosí, Tampico, Torreón, and Zacatecas cities. It also operates the NH Collection Hotel in Terminal 2 of the Mexico City International Airport, and a hotel under the Hilton Garden Inn name at the Monterrey International Airport. In addition, the company provides aeronautical services, which include passenger, aircraft landing and parking, boarding and unloading, passenger walkway, and airport security services. Further, it offers complementary services that comprise leasing of space to airlines, cargo handling, baggage-screening, permanent and non-permanent ground transportation, and access rights services; non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, and other commercial tenants, as well as maintaining of parking facilities and advertising; and diversification services, which consists of operation and lease of the industrial park and real estate services, as well as hotel and air cargo logistics services. Additionally, the company provides construction services. It has a strategic alliance with VYNMSA Desarrollo Inmobiliario, S.A. de C.V. to build and operate an industrial park at the Monterrey airport. The company was founded in 1998 and is headquartered in Mexico City, Mexico.