Terreno Realty (TRNO) vs. Brookfield Property Partners (BPY) Financial Analysis

Terreno Realty (NYSE: TRNO) and Brookfield Property Partners (NASDAQ:BPY) are both mid-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, valuation, institutional ownership, analyst recommendations, profitability, risk and earnings.

Insider & Institutional Ownership

98.3% of Terreno Realty shares are held by institutional investors. Comparatively, 61.7% of Brookfield Property Partners shares are held by institutional investors. 2.6% of Terreno Realty shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Profitability

This table compares Terreno Realty and Brookfield Property Partners’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Terreno Realty 40.10% 5.59% 3.62%
Brookfield Property Partners 30.42% 4.20% 1.75%

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Terreno Realty and Brookfield Property Partners, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Terreno Realty 0 4 7 0 2.64
Brookfield Property Partners 0 1 4 0 2.80

Terreno Realty currently has a consensus price target of $38.50, suggesting a potential upside of 1.96%. Brookfield Property Partners has a consensus price target of $24.50, suggesting a potential upside of 25.83%. Given Brookfield Property Partners’ stronger consensus rating and higher possible upside, analysts plainly believe Brookfield Property Partners is more favorable than Terreno Realty.

Earnings and Valuation

This table compares Terreno Realty and Brookfield Property Partners’ gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Terreno Realty $132.48 million 15.96 $53.09 million $1.09 34.64
Brookfield Property Partners $5.84 billion 0.85 $136.00 million N/A N/A

Brookfield Property Partners has higher revenue and earnings than Terreno Realty.

Risk and Volatility

Terreno Realty has a beta of 0.73, suggesting that its share price is 27% less volatile than the S&P 500. Comparatively, Brookfield Property Partners has a beta of 0.84, suggesting that its share price is 16% less volatile than the S&P 500.

Dividends

Terreno Realty pays an annual dividend of $0.88 per share and has a dividend yield of 2.3%. Brookfield Property Partners pays an annual dividend of $1.26 per share and has a dividend yield of 6.5%. Terreno Realty pays out 80.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Terreno Realty has raised its dividend for 5 consecutive years.

Summary

Terreno Realty beats Brookfield Property Partners on 9 of the 16 factors compared between the two stocks.

About Terreno Realty

Terreno Realty Corporation acquires, owns and operates industrial real estate in six major coastal U.S. markets: Los Angeles, Northern New Jersey/New York City, San Francisco Bay Area, Seattle, Miami, and Washington, D.C. Additional information about Terreno Realty Corporation is available on the company's web site at www.terreno.com.

About Brookfield Property Partners

Brookfield Property Partners is one of the world's largest commercial real estate companies, with approximately $68 billion in total assets. We are leading owners, operators and investors in commercial real estate, with a diversified portfolio of premier office and retail assets, as well as interests in multifamily, triple net lease, industrial, hospitality, self-storage, student housing and manufactured housing assets. Brookfield Property Partners is listed on the Nasdaq stock market and the Toronto stock exchange. Further information is available at bpy.brookfield.com. Important information may be disseminated exclusively via the website; investors should consult the site to access this information. Brookfield Property Partners is the flagship listed real estate company of Brookfield Asset Management, a leading global alternative asset manager with over $265 billion in assets under management.

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