Monmouth R.E. Inv. (NYSE:MNR) versus Retail Opportunity Investments (NYSE:ROIC) Head-To-Head Analysis

Monmouth R.E. Inv. (NYSE:MNR) and Retail Opportunity Investments (NASDAQ:ROIC) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their dividends, earnings, valuation, risk, profitability, institutional ownership and analyst recommendations.

Valuation and Earnings

This table compares Monmouth R.E. Inv. and Retail Opportunity Investments’ gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Monmouth R.E. Inv. $158.52 million 8.79 $29.80 million $0.85 16.73
Retail Opportunity Investments $295.04 million 4.18 $48.84 million $1.10 9.52

Retail Opportunity Investments has higher revenue and earnings than Monmouth R.E. Inv.. Retail Opportunity Investments is trading at a lower price-to-earnings ratio than Monmouth R.E. Inv., indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Monmouth R.E. Inv. and Retail Opportunity Investments’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Monmouth R.E. Inv. 1.56% 0.41% 0.14%
Retail Opportunity Investments 15.53% 3.50% 1.51%

Insider & Institutional Ownership

70.6% of Monmouth R.E. Inv. shares are owned by institutional investors. Comparatively, 94.4% of Retail Opportunity Investments shares are owned by institutional investors. 3.9% of Monmouth R.E. Inv. shares are owned by insiders. Comparatively, 2.5% of Retail Opportunity Investments shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Monmouth R.E. Inv. and Retail Opportunity Investments, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Monmouth R.E. Inv. 1 1 1 0 2.00
Retail Opportunity Investments 0 5 4 0 2.44

Monmouth R.E. Inv. presently has a consensus price target of $14.67, suggesting a potential upside of 3.14%. Retail Opportunity Investments has a consensus price target of $12.81, suggesting a potential upside of 22.37%. Given Retail Opportunity Investments’ stronger consensus rating and higher probable upside, analysts plainly believe Retail Opportunity Investments is more favorable than Monmouth R.E. Inv..

Volatility & Risk

Monmouth R.E. Inv. has a beta of 0.76, indicating that its share price is 24% less volatile than the S&P 500. Comparatively, Retail Opportunity Investments has a beta of 1.25, indicating that its share price is 25% more volatile than the S&P 500.

Summary

Retail Opportunity Investments beats Monmouth R.E. Inv. on 12 of the 14 factors compared between the two stocks.

About Monmouth R.E. Inv.

Monmouth Real Estate Investment Corporation, founded in 1968, is one of the oldest public equity REITs in the world. We specialize in single tenant, net-leased industrial properties, subject to long-term leases, primarily to investment-grade tenants. Monmouth Real Estate is a fully integrated and self-managed real estate company, whose property portfolio consists of 113 properties containing a total of approximately 21.8 million rentable square feet, geographically diversified across 30 states. In addition, we own a portfolio of REIT securities.

About Retail Opportunity Investments

Retail Opportunity Investments Corp. (NASDAQ: ROIC), is a fully-integrated, self-managed real estate investment trust (REIT) that specializes in the acquisition, ownership and management of grocery-anchored shopping centers located in densely-populated, metropolitan markets across the West Coast. As of June 30, 2020, ROIC owned 88 shopping centers encompassing approximately 10.1 million square feet. ROIC is the largest publicly-traded, grocery-anchored shopping center REIT focused exclusively on the West Coast. ROIC is a member of the S&P SmallCap 600 Index and has investment-grade corporate debt ratings from Moody's Investor Services and Standard & Poor's.

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