Head-To-Head Comparison: Unibail-Rodamco-Westfield (OTCMKTS:UNBLF) versus NETSTREIT (NYSE:NTST)

Unibail-Rodamco-Westfield (OTCMKTS:UNBLF) and NETSTREIT (NYSE:NTST) are both real estate companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, profitability, earnings, analyst recommendations, valuation, institutional ownership and risk.

Profitability

This table compares Unibail-Rodamco-Westfield and NETSTREIT’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Unibail-Rodamco-Westfield	N/A	N/A	N/A
NETSTREIT	6.35%	0.95%	0.51%

Insider and Institutional Ownership

41.2% of Unibail-Rodamco-Westfield shares are held by institutional investors. 0.7% of NETSTREIT shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Dividends

Unibail-Rodamco-Westfield pays an annual dividend of $8.90 per share and has a dividend yield of 7.5%. NETSTREIT pays an annual dividend of $0.88 per share and has a dividend yield of 4.3%. Unibail-Rodamco-Westfield pays out 79.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. NETSTREIT pays out 586.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. NETSTREIT has increased its dividend for 1 consecutive years. Unibail-Rodamco-Westfield is clearly the better dividend stock, given its higher yield and lower payout ratio.

Valuation and Earnings

This table compares Unibail-Rodamco-Westfield and NETSTREIT”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Unibail-Rodamco-Westfield	N/A	N/A	N/A	$11.15	10.63
NETSTREIT	$195.01 million	10.68	$6.90 million	$0.15	136.77

NETSTREIT has higher revenue and earnings than Unibail-Rodamco-Westfield. Unibail-Rodamco-Westfield is trading at a lower price-to-earnings ratio than NETSTREIT, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a breakdown of recent ratings and price targets for Unibail-Rodamco-Westfield and NETSTREIT, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Unibail-Rodamco-Westfield	0	0	3	0	3.00
NETSTREIT	0	2	13	0	2.87

NETSTREIT has a consensus price target of $23.19, suggesting a potential upside of 13.05%. Given NETSTREIT’s higher probable upside, analysts plainly believe NETSTREIT is more favorable than Unibail-Rodamco-Westfield.

Summary

NETSTREIT beats Unibail-Rodamco-Westfield on 9 of the 14 factors compared between the two stocks.

About Unibail-Rodamco-Westfield

Unibail-Rodamco-Westfield is an owner, developer and operator of sustainable, high-quality real estate assets in the most dynamic cities in Europe and the United States. The Group operates 72 shopping centres in 12 countries, including 38 which carry the iconic Westfield brand. These centres attract over 900 million visits annually and provide a unique platform for retailers and brands to connect with consumers. URW also has a portfolio of high-quality offices, 10 convention and exhibition venues in Paris, and a 2.5 Bn development pipeline of mainly mixed-use assets. Its 50 Bn portfolio is 86% in retail, 6% in offices, 5% in convention and exhibition venues, and 2% in services (as at December 31, 2023). URW is a committed partner to major cities on urban regeneration projects, through both mixed-use development and the retrofitting of buildings to industry-leading sustainability standards. These commitments are enhanced by the Group's Better Places plan, which strives to make a positive environmental, social and economic impact on the cities and communities where URW operates. URW's stapled shares are listed on Euronext Paris (Ticker: URW), with a secondary listing in Australia through Chess Depositary Interests. The Group benefits from a BBB+ rating from Standard & Poor's and from a Baa2 rating from Moody's.

About NETSTREIT

NETSTREIT Corp. is an internally managed real estate investment trust (REIT) based in Dallas, Texas that specializes in acquiring single-tenant net lease retail properties nationwide. The growing portfolio consists of high-quality properties leased to e-commerce resistant tenants with healthy balance sheets. Led by a management team of seasoned commercial real estate executives, NETSTREIT’s strategy is to create the highest quality net lease retail portfolio in the country with the goal of generating consistent cash flows and dividends for its investors.