Head-To-Head Contrast: One Liberty Properties (NYSE:OLP) vs. Rexford Industrial Realty (NYSE:REXR)

Rexford Industrial Realty (NYSE:REXR) and One Liberty Properties (NYSE:OLP) are both real estate companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, profitability, earnings, institutional ownership and valuation.

Dividends

Rexford Industrial Realty pays an annual dividend of $1.74 per share and has a dividend yield of 4.7%. One Liberty Properties pays an annual dividend of $1.80 per share and has a dividend yield of 7.3%. Rexford Industrial Realty pays out -96.1% of its earnings in the form of a dividend. One Liberty Properties pays out 141.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Rexford Industrial Realty has raised its dividend for 4 consecutive years.

Profitability

This table compares Rexford Industrial Realty and One Liberty Properties’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Rexford Industrial Realty	-39.22%	-4.61%	-3.14%
One Liberty Properties	27.19%	9.13%	3.29%

Analyst Recommendations

This is a summary of recent ratings and target prices for Rexford Industrial Realty and One Liberty Properties, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Rexford Industrial Realty	4	5	5	0	2.07
One Liberty Properties	1	0	1	1	2.67

Rexford Industrial Realty currently has a consensus price target of $40.62, indicating a potential upside of 9.72%. One Liberty Properties has a consensus price target of $28.50, indicating a potential upside of 16.26%. Given One Liberty Properties’ stronger consensus rating and higher possible upside, analysts clearly believe One Liberty Properties is more favorable than Rexford Industrial Realty.

Institutional & Insider Ownership

99.5% of Rexford Industrial Realty shares are owned by institutional investors. Comparatively, 36.2% of One Liberty Properties shares are owned by institutional investors. 1.8% of Rexford Industrial Realty shares are owned by insiders. Comparatively, 25.8% of One Liberty Properties shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Earnings & Valuation

This table compares Rexford Industrial Realty and One Liberty Properties”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Rexford Industrial Realty	$1.00 billion	8.23	$212.03 million	($1.81)	-20.45
One Liberty Properties	$101.35 million	5.28	$25.47 million	$1.27	19.30

Rexford Industrial Realty has higher revenue and earnings than One Liberty Properties. Rexford Industrial Realty 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.

Risk and Volatility

Rexford Industrial Realty has a beta of 1.19, indicating that its share price is 19% more volatile than the S&P 500. Comparatively, One Liberty Properties has a beta of 0.88, indicating that its share price is 12% less volatile than the S&P 500.

Summary

One Liberty Properties beats Rexford Industrial Realty on 10 of the 18 factors compared between the two stocks.

About Rexford Industrial Realty

Rexford Industrial Realty, Inc. is a self-administered and self-managed real estate investment trust, which engages in owning and operating industrial properties in infill markets. The company was founded by Richard S. Ziman on January 18, 2013 and is headquartered in Los Angeles, CA.

About One Liberty Properties

One Liberty Properties, Inc. is a real estate investment trust, which engages in acquisition, ownership, and management of the geographically diversified portfolio consisting primarily of industrial, retail, restaurant, health and fitness, and theater properties, many of which are subject to long-term leases. The properties in the firm’s portfolio include net leases, long-term lease, and scheduled rent increases. The company was founded in December 1982 and is headquartered in Great Neck, NY.