Americold Realty Trust (NYSE:COLD) & One Liberty Properties (NYSE:OLP) Financial Analysis

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

Earnings and Valuation

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
One Liberty Properties	$97.23 million	4.96	$25.47 million	$1.59	13.84
Americold Realty Trust	$2.61 billion	1.70	-$114.55 million	($1.59)	-9.80

One Liberty Properties has higher earnings, but lower revenue than Americold Realty Trust. Americold Realty Trust 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.

Dividends

One Liberty Properties pays an annual dividend of $1.80 per share and has a dividend yield of 8.2%. Americold Realty Trust pays an annual dividend of $0.92 per share and has a dividend yield of 5.9%. One Liberty Properties pays out 113.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Americold Realty Trust pays out -57.9% of its earnings in the form of a dividend. Americold Realty Trust has raised its dividend for 1 consecutive years.

Profitability

This table compares One Liberty Properties and Americold Realty Trust’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
One Liberty Properties	23.82%	8.45%	2.90%
Americold Realty Trust	-17.44%	-16.14%	-5.68%

Volatility and Risk

One Liberty Properties has a beta of 0.89, meaning that its stock price is 11% less volatile than the S&P 500. Comparatively, Americold Realty Trust has a beta of 0.93, meaning that its stock price is 7% less volatile than the S&P 500.

Insider and Institutional Ownership

36.2% of One Liberty Properties shares are held by institutional investors. Comparatively, 98.1% of Americold Realty Trust shares are held by institutional investors. 26.2% of One Liberty Properties shares are held by company insiders. Comparatively, 0.4% of Americold Realty Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Analyst Ratings

This is a summary of recent recommendations and price targets for One Liberty Properties and Americold Realty Trust, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
One Liberty Properties	1	1	1	0	2.00
Americold Realty Trust	2	9	5	0	2.19

One Liberty Properties presently has a consensus price target of $28.50, suggesting a potential upside of 29.52%. Americold Realty Trust has a consensus price target of $15.46, suggesting a potential downside of 0.72%. Given One Liberty Properties’ higher possible upside, research analysts plainly believe One Liberty Properties is more favorable than Americold Realty Trust.

Summary

One Liberty Properties beats Americold Realty Trust on 10 of the 17 factors compared between the two stocks.

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.

About Americold Realty Trust

Americold Realty Trust, Inc. is a real estate investment trust, which focuses on the ownership, operation, development, and acquisition of temperature-controlled warehouses. It operates through the following segments: Warehouse, Third-Party Managed, Transportation, and Other. The Warehouse segment collects rent and storage fees from customers to store frozen and perishable food and other products within the firm’s real estate portfolio. The Third-Party Managed segment manages warehouses on behalf of third parties and provides warehouse management services to food retailers and manufacturers in customer-owned facilities. The Transportation segment is involved in brokering and managing transportation of frozen and perishable food and other products. The Other segment includes ownership in a limestone quarry in Carthage, Missouri. The company was founded in 1931 and is headquartered in Atlanta, GA.