Critical Review: Seaport Entertainment Gr (NYSE:SEG) vs. Ayala Land (OTCMKTS:AYAAF)

Seaport Entertainment Gr (NYSE:SEG) and Ayala Land (OTCMKTS:AYAAF) are both real estate companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, valuation, analyst recommendations, earnings, profitability, risk and dividends.

Analyst Recommendations

This is a summary of recent ratings and target prices for Seaport Entertainment Gr and Ayala Land, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Seaport Entertainment Gr	1	0	1	0	2.00
Ayala Land	0	0	0	0	0.00

Seaport Entertainment Gr presently has a consensus price target of $36.00, indicating a potential upside of 35.08%. Given Seaport Entertainment Gr’s stronger consensus rating and higher possible upside, equities research analysts plainly believe Seaport Entertainment Gr is more favorable than Ayala Land.

Profitability

This table compares Seaport Entertainment Gr and Ayala Land’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Seaport Entertainment Gr	-101.96%	-9.40%	-6.94%
Ayala Land	N/A	N/A	N/A

Valuation & Earnings

This table compares Seaport Entertainment Gr and Ayala Land”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Seaport Entertainment Gr	$130.41 million	2.62	-$115.34 million	($9.79)	-2.72
Ayala Land	N/A	N/A	N/A	$0.97	0.26

Ayala Land has lower revenue, but higher earnings than Seaport Entertainment Gr. Seaport Entertainment Gr is trading at a lower price-to-earnings ratio than Ayala Land, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

18.8% of Ayala Land shares are held by institutional investors. 0.5% of Seaport Entertainment Gr shares are held by company 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.

Summary

Ayala Land beats Seaport Entertainment Gr on 6 of the 11 factors compared between the two stocks.

About Seaport Entertainment Gr

Seaport Entertainment Group Inc. develops, owns, and operates a portfolio of entertainment and real estate assets primarily in the New York City and Las Vegas. It operates through three segments: Landlord Operations; Hospitality; and Sponsorships, Events, and Entertainment. The company’s Landlord Operations segment engages in the holding of ownership interests in and operation of physical real estate assets, such as restaurant, retail, office, and entertainment properties, as well as residential units in Seaport. Its Hospitality segment operates six fine dining and casual dining restaurants, cocktail bars, and entertainment venues under The Fulton, Mister Dips, Carne Mare, Malibu Farm, Pearl Alley, and The Lawn Club names; and the Tin Building, which offers restaurants, bars, grocery markets, retail, and private dining experiences. The company’s Sponsorships, Events, and Entertainment segment includes the Las Vegas Aviators Triple-A Minor League Baseball team, the Las Vegas Ballpark, the Fashion Show Mall Air Rights, Seaport events, and concerts, as well as various sponsorship agreements across the Seaport and the Las Vegas Ballpark. Seaport Entertainment Group Inc. was incorporated in 2024 and is headquartered in New York, New York.

About Ayala Land

Ayala Land, Inc. operates as a property developer in the Philippines. It operates through Property Developments, International, Shopping Centers, Offices, Hotels and Resorts, Construction, and Property Management and Others segments. The company sells high-end and upper middle-income residential lots and units, affordable housing units and lots, and economic housing and leisure community developments; leases residential developments under joint venture; acquires, develops, and sells large-scale, mixed-use, and master-planned communities; and sells override units. It also develops and sells residential lots and units. In addition, the company develops shopping centers, and leases retail space and land to third parties; operates movie theaters, food courts, entertainment facilities, gas stations, and car parking in shopping centers; manages and operates malls; develops, leases, and sells office buildings; and sells industrial lots and leases factory building. Further, it engages in the development and management of hotels and resorts/serviced apartments; leasing of land to hotel tenants; and land development and construction, and facilities management activities. Ayala Land, Inc. was incorporated in 1988 and is based in Makati City, the Philippines.