Financial Analysis: Four Corners Property Trust (NYSE:FCPT) versus Mobile Infrastructure (NASDAQ:BEEP)

Four Corners Property Trust (NYSE:FCPT) and Mobile Infrastructure (NASDAQ:BEEP) are both real estate companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, risk, profitability, valuation, analyst recommendations, dividends and institutional ownership.

Risk & Volatility

Four Corners Property Trust has a beta of 0.79, meaning that its stock price is 21% less volatile than the S&P 500. Comparatively, Mobile Infrastructure has a beta of 0.59, meaning that its stock price is 41% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current recommendations for Four Corners Property Trust and Mobile Infrastructure, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Four Corners Property Trust	0	5	5	0	2.50
Mobile Infrastructure	1	0	2	0	2.33

Four Corners Property Trust presently has a consensus target price of $27.78, suggesting a potential upside of 11.69%. Mobile Infrastructure has a consensus target price of $6.25, suggesting a potential upside of 215.66%. Given Mobile Infrastructure’s higher possible upside, analysts plainly believe Mobile Infrastructure is more favorable than Four Corners Property Trust.

Insider & Institutional Ownership

98.7% of Four Corners Property Trust shares are held by institutional investors. Comparatively, 84.3% of Mobile Infrastructure shares are held by institutional investors. 1.2% of Four Corners Property Trust shares are held by insiders. Comparatively, 36.6% of Mobile Infrastructure shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Earnings & Valuation

This table compares Four Corners Property Trust and Mobile Infrastructure”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Four Corners Property Trust	$294.13 million	9.28	$112.36 million	$1.11	22.41
Mobile Infrastructure	$35.08 million	2.33	-$21.44 million	($0.63)	-3.14

Four Corners Property Trust has higher revenue and earnings than Mobile Infrastructure. Mobile Infrastructure is trading at a lower price-to-earnings ratio than Four Corners Property Trust, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Four Corners Property Trust and Mobile Infrastructure’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Four Corners Property Trust	38.70%	7.35%	4.05%
Mobile Infrastructure	-70.76%	-11.49%	-4.88%

Summary

Four Corners Property Trust beats Mobile Infrastructure on 12 of the 14 factors compared between the two stocks.

About Four Corners Property Trust

Four Corners Property Trust, Inc. engages in the owning, acquisition, and leasing of properties for use in the restaurant and food-service related industries. It operates through the Real Estate Operations and Restaurant Operations segments. The Real Estate Operations segment consists of rental revenues generated by leasing restaurant properties. The Restaurant Operations segment includes the Kerrow Restaurant operating business. The company was founded on July 2, 2015 and is headquartered in Mill Valley, CA.

About Mobile Infrastructure

Mobile Infrastructure Corporation is a Maryland corporation. The Company owns a diversified portfolio of parking assets primarily located in the Midwest and Southwest. As of December 31, 2023, the Company owned 43 parking facilities in 21 separate markets throughout the United States, with a total of 15,700 parking spaces and approximately 5.4 million square feet. The Company also owns approximately 0.2 million square feet of retail/commercial space adjacent to its parking facilities.