Head to Head Review: Big Yellow Group (BYLOF) versus The Competition

Big Yellow Group (OTCMKTS:BYLOF) is one of 50 public companies in the “Industrial REITs” industry, but how does it contrast to its peers? We will compare Big Yellow Group to similar companies based on the strength of its dividends, institutional ownership, profitability, analyst recommendations, risk, valuation and earnings.

Earnings & Valuation

This table compares Big Yellow Group and its peers revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Big Yellow Group	N/A	N/A	28.61
Big Yellow Group Competitors	$1.00 billion	$263.98 million	51.47

Big Yellow Group’s peers have higher revenue and earnings than Big Yellow Group. Big Yellow Group is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Dividends

Big Yellow Group pays an annual dividend of $0.10 per share and has a dividend yield of 0.8%. Big Yellow Group pays out 23.0% of its earnings in the form of a dividend. As a group, “Industrial REITs” companies pay a dividend yield of 4.3% and pay out 90.3% of their earnings in the form of a dividend.

Analyst Ratings

This is a summary of recent recommendations and price targets for Big Yellow Group and its peers, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Big Yellow Group	0	1	2	0	2.67
Big Yellow Group Competitors	399	2247	2460	73	2.43

As a group, “Industrial REITs” companies have a potential upside of 43.98%. Given Big Yellow Group’s peers higher probable upside, analysts clearly believe Big Yellow Group has less favorable growth aspects than its peers.

Profitability

This table compares Big Yellow Group and its peers’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Big Yellow Group	N/A	N/A	N/A
Big Yellow Group Competitors	38.82%	5.17%	2.49%

Institutional and Insider Ownership

53.1% of Big Yellow Group shares are owned by institutional investors. Comparatively, 61.8% of shares of all “Industrial REITs” companies are owned by institutional investors. 5.6% of shares of all “Industrial REITs” companies are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Summary

Big Yellow Group peers beat Big Yellow Group on 10 of the 13 factors compared.

Big Yellow Group Company Profile

Big Yellow is the UK's brand leader in self storage. Big Yellow now operates from a platform of 109 stores, including 24 stores branded as Armadillo Self Storage. We have a pipeline of 0.9 million sq ft comprising 13 proposed Big Yellow self storage facilities. The current maximum lettable area of the existing platform (including Armadillo) is 6.4 million sq ft. When fully built out the portfolio will provide approximately 7.3 million sq ft of flexible storage space. 99% of our stores and sites by value are held freehold and long leasehold, with the remaining 1% short leasehold. The Group has pioneered the development of the latest generation of self storage facilities, which utilise state of the art technology and are located in high profile, accessible, main road locations. Our focus on the location and visibility of our stores, with excellent customer service, a market-leading online platform, and significant and increasing investment in sustainability, has created in Big Yellow the most recognised brand name in the UK self storage industry.