Analyzing Boston Omaha (NYSE:BOC) & FTAI Infrastructure (NASDAQ:FIP)

FTAI Infrastructure (NASDAQ:FIP) and Boston Omaha (NYSE:BOC) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, earnings, analyst recommendations, institutional ownership, profitability, valuation and dividends.

Profitability

This table compares FTAI Infrastructure and Boston Omaha’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
FTAI Infrastructure	-41.09%	-75.13%	-3.02%
Boston Omaha	-0.21%	-0.04%	-0.03%

Earnings & Valuation

This table compares FTAI Infrastructure and Boston Omaha”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
FTAI Infrastructure	$331.50 million	1.62	-$223.65 million	($2.46)	-1.87
Boston Omaha	$108.28 million	3.91	-$1.29 million	N/A	N/A

Boston Omaha has lower revenue, but higher earnings than FTAI Infrastructure.

Insider & Institutional Ownership

87.4% of FTAI Infrastructure shares are held by institutional investors. Comparatively, 60.4% of Boston Omaha shares are held by institutional investors. 2.4% of FTAI Infrastructure shares are held by insiders. Comparatively, 23.2% of Boston Omaha shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Analyst Ratings

This is a summary of current ratings and target prices for FTAI Infrastructure and Boston Omaha, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
FTAI Infrastructure	1	0	2	0	2.33
Boston Omaha	1	0	1	0	2.00

FTAI Infrastructure presently has a consensus target price of $11.00, suggesting a potential upside of 138.87%. Boston Omaha has a consensus target price of $25.00, suggesting a potential upside of 85.87%. Given FTAI Infrastructure’s stronger consensus rating and higher probable upside, equities research analysts plainly believe FTAI Infrastructure is more favorable than Boston Omaha.

Volatility and Risk

FTAI Infrastructure has a beta of 1.88, suggesting that its stock price is 88% more volatile than the S&P 500. Comparatively, Boston Omaha has a beta of 0.7, suggesting that its stock price is 30% less volatile than the S&P 500.

About FTAI Infrastructure

FTAI Infrastructure Inc. focuses on acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. The company operates through five segments: Railroad, Jefferson Terminal, Repauno, Power and Gas, and Sustainability and Energy Transition. It operates a multi-modal crude oil and refined products terminal, and other related assets. The company also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant under construction. In addition, it operates six freight railroads and one switching facility. FTAI Infrastructure Inc. was incorporated in 2021 and is headquartered in New York, New York.

About Boston Omaha

Boston Omaha Corporation, together with its subsidiaries, engages in the outdoor billboard advertising business in the southeast United States. It is also involved in the surety insurance and related brokerage, broadband, and asset management businesses. The company was formerly known as REO Plus, Inc. and changed its name to Boston Omaha Corporation in March 2015. Boston Omaha Corporation was incorporated in 2009 and is headquartered in Omaha, Nebraska.