Comparing FrontView REIT (NYSE:FVR) and First Industrial Realty Trust (NYSE:FR)

FrontView REIT (NYSE:FVR) and First Industrial Realty Trust (NYSE:FR) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their valuation, dividends, analyst recommendations, risk, earnings, profitability and institutional ownership.

Dividends

FrontView REIT pays an annual dividend of $0.86 per share and has a dividend yield of 4.4%. First Industrial Realty Trust pays an annual dividend of $2.00 per share and has a dividend yield of 3.2%. FrontView REIT pays out -537.5% of its earnings in the form of a dividend. First Industrial Realty Trust pays out 77.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. First Industrial Realty Trust has raised its dividend for 12 consecutive years. FrontView REIT is clearly the better dividend stock, given its higher yield and lower payout ratio.

Institutional & Insider Ownership

99.9% of First Industrial Realty Trust shares are owned by institutional investors. 9.6% of FrontView REIT shares are owned by company insiders. Comparatively, 1.1% of First Industrial Realty Trust shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Valuation & Earnings

This table compares FrontView REIT and First Industrial Realty Trust”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
FrontView REIT	$67.11 million	6.62	-$3.83 million	($0.16)	-122.57
First Industrial Realty Trust	$727.08 million	11.45	$247.44 million	$2.58	24.34

First Industrial Realty Trust has higher revenue and earnings than FrontView REIT. FrontView REIT is trading at a lower price-to-earnings ratio than First Industrial Realty Trust, indicating that it is currently the more affordable of the two stocks.

Risk & Volatility

FrontView REIT has a beta of 1.23, indicating that its share price is 23% more volatile than the S&P 500. Comparatively, First Industrial Realty Trust has a beta of 1.05, indicating that its share price is 5% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of current ratings for FrontView REIT and First Industrial Realty Trust, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
FrontView REIT	2	3	4	2	2.55
First Industrial Realty Trust	0	6	8	0	2.57

FrontView REIT currently has a consensus price target of $18.28, suggesting a potential downside of 6.80%. First Industrial Realty Trust has a consensus price target of $63.93, suggesting a potential upside of 1.81%. Given First Industrial Realty Trust’s stronger consensus rating and higher possible upside, analysts plainly believe First Industrial Realty Trust is more favorable than FrontView REIT.

Profitability

This table compares FrontView REIT and First Industrial Realty Trust’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
FrontView REIT	-3.88%	-0.53%	-0.31%
First Industrial Realty Trust	45.98%	12.36%	6.11%

Summary

First Industrial Realty Trust beats FrontView REIT on 13 of the 18 factors compared between the two stocks.

About FrontView REIT

FrontView REIT specializes in real estate investing.

About First Industrial Realty Trust

First Industrial Realty Trust, Inc. (NYSE: FR) is a leading U.S.-only owner, operator, developer and acquirer of logistics properties. Through our fully integrated operating and investing platform, we provide high quality facilities and industry-leading customer service to multinational corporations and regional firms that are essential for their supply chains. Our portfolio and new investments are concentrated in 15 target MSAs with an emphasis on supply-constrained, coastally oriented markets. In total, we own and have under development approximately 68.5 million square feet of industrial space as of December 31, 2023.