Analyzing EPR Properties (NYSE:EPR) and Mobile Infrastructure (NASDAQ:BEEP)

Mobile Infrastructure (NASDAQ:BEEP) and EPR Properties (NYSE:EPR) are both real estate companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, risk, institutional ownership, profitability and analyst recommendations.

Insider and Institutional Ownership

84.3% of Mobile Infrastructure shares are held by institutional investors. Comparatively, 74.7% of EPR Properties shares are held by institutional investors. 36.6% of Mobile Infrastructure shares are held by insiders. Comparatively, 0.0% of EPR Properties shares are held 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.

Profitability

This table compares Mobile Infrastructure and EPR Properties’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Mobile Infrastructure	-67.22%	-11.03%	-4.62%
EPR Properties	35.45%	11.34%	4.58%

Earnings & Valuation

This table compares Mobile Infrastructure and EPR Properties”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Mobile Infrastructure	$35.08 million	3.11	-$21.44 million	($0.63)	-4.20
EPR Properties	$699.01 million	6.81	$274.94 million	$3.11	19.98

EPR Properties has higher revenue and earnings than Mobile Infrastructure. Mobile Infrastructure is trading at a lower price-to-earnings ratio than EPR Properties, indicating that it is currently the more affordable of the two stocks.

Volatility & Risk

Mobile Infrastructure has a beta of 0.59, indicating that its share price is 41% less volatile than the S&P 500. Comparatively, EPR Properties has a beta of 1.02, indicating that its share price is 2% more volatile than the S&P 500.

Analyst Ratings

This is a summary of recent ratings and target prices for Mobile Infrastructure and EPR Properties, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Mobile Infrastructure	1	0	2	0	2.33
EPR Properties	0	5	8	0	2.62

Mobile Infrastructure presently has a consensus price target of $6.25, indicating a potential upside of 136.29%. EPR Properties has a consensus price target of $64.94, indicating a potential upside of 4.50%. Given Mobile Infrastructure’s higher possible upside, research analysts clearly believe Mobile Infrastructure is more favorable than EPR Properties.

Summary

EPR Properties beats Mobile Infrastructure on 11 of the 14 factors compared between the two stocks.

About Mobile Infrastructure

Mobile Infrastructure Corporation is a Maryland corporation. The Company owns a diversified portfolio of parking assets primarily located in the Midwest and Southwest. As of December 31, 2023, the Company owned 43 parking facilities in 21 separate markets throughout the United States, with a total of 15,700 parking spaces and approximately 5.4 million square feet. The Company also owns approximately 0.2 million square feet of retail/commercial space adjacent to its parking facilities.

About EPR Properties

EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $5.7 billion (after accumulated depreciation of approximately $1.4 billion) across 44 states. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns.