NRF Holdco (NRF) vs. One Liberty Properties (OLP) Head to Head Survey
NRF Holdco (NYSE: NRF) and One Liberty Properties (NYSE:OLP) are both financials companies, but which is the superior business? We will compare the two companies based on the strength of their risk, analyst recommendations, valuation, profitabiliy, dividends, earnings and institutional ownership.
NRF Holdco pays an annual dividend of $1.60 per share and has a dividend yield of 9.9%. One Liberty Properties pays an annual dividend of $1.72 per share and has a dividend yield of 7.3%. NRF Holdco pays out -67.2% of its earnings in the form of a dividend. One Liberty Properties pays out 147.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. NRF Holdco has increased its dividend for 4 consecutive years. NRF Holdco is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Volatility and Risk
NRF Holdco has a beta of 1.69, meaning that its stock price is 69% more volatile than the S&P 500. Comparatively, One Liberty Properties has a beta of 0.81, meaning that its stock price is 19% less volatile than the S&P 500.
This table compares NRF Holdco and One Liberty Properties’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|One Liberty Properties||29.14%||7.55%||2.94%|
Earnings and Valuation
This table compares NRF Holdco and One Liberty Properties’ gross revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|One Liberty Properties||$74.78 million||5.84||$48.72 million||$1.17||20.24|
One Liberty Properties has higher revenue and earnings than NRF Holdco. NRF Holdco is trading at a lower price-to-earnings ratio than One Liberty Properties, indicating that it is currently the more affordable of the two stocks.
This is a summary of recent recommendations and price targets for NRF Holdco and One Liberty Properties, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|One Liberty Properties||0||2||0||0||2.00|
NRF Holdco currently has a consensus target price of $16.00, suggesting a potential downside of 0.81%. One Liberty Properties has a consensus target price of $24.75, suggesting a potential upside of 4.52%. Given One Liberty Properties’ higher probable upside, analysts plainly believe One Liberty Properties is more favorable than NRF Holdco.
Insider & Institutional Ownership
69.7% of NRF Holdco shares are held by institutional investors. Comparatively, 40.4% of One Liberty Properties shares are held by institutional investors. 2.4% of NRF Holdco shares are held by insiders. Comparatively, 8.6% of One Liberty Properties shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
About NRF Holdco
NRF Holdco LLC. is a commercial real estate company. The Company invests in multiple asset classes across commercial real estate (CRE). Its portfolio consists of healthcare, hotel, manufactured housing communities, net lease and multifamily properties. The Company also invests in other opportunistic real estate investments, such as indirect interests in real estate through its investments in private equity funds (PE Investments). The Company also acquires and operates hotel and certain healthcare properties. The Company’s segments include Real Estate, Commercial Real Estate Debt (CRE debt), Commercial Real Estate Securities, N-Star CDOs and Corporate. Its real estate equity investments that operate under the REIT Investment Diversification and Empowerment Act (RIDEA) structure generate resident and hotel guest related income from short-term residential agreements. The Company is externally managed and advised by an affiliate of NorthStar Asset Management Group Inc.
About One Liberty Properties
One Liberty Properties, Inc. is a self-administered and self-managed real estate investment trust (REIT). The Company acquires, owns and manages a geographically diversified portfolio consisting of retail, industrial, flex, and health and fitness properties. As of December 31, 2016, the Company owned 114 properties and participated in joint ventures that own five properties. These 119 properties are located in 30 states and have an aggregate of approximately 10.1 million square feet (including an aggregate of approximately 1.2 million square feet at properties owned by its joint ventures). As of December 31, 2016, the Company’s property locations included Fort Mill, South Carolina; Royersford, Pennsylvania; Round Rock, Texas; W.Hartford, Connecticut; Delport, Missouri; Brooklyn, New York City; Lakemoor, Illinois; Tucker, Georgia; Cedar Park, Texas; Lake Charles, Louisiana; Sandy Springs, Georgia; Wichita, Kansas; Melville, New York; Ronkonkoma, New York, and Niles, Illinois.
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