Big Yellow Group (BYLOF) versus Its Competitors Critical Contrast

Big Yellow Group (OTCMKTS:BYLOF) is one of 50 publicly-traded companies in the “Industrial REITs” industry, but how does it weigh in compared to its competitors? We will compare Big Yellow Group to similar companies based on the strength of its earnings, profitability, institutional ownership, dividends, risk, analyst recommendations and valuation.

Profitability

This table compares Big Yellow Group and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Big Yellow Group	N/A	N/A	N/A
Big Yellow Group Competitors	38.54%	5.13%	2.46%

Earnings & Valuation

This table compares Big Yellow Group and its competitors top-line revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Big Yellow Group	N/A	N/A	28.16
Big Yellow Group Competitors	$1.00 billion	$263.98 million	51.51

Big Yellow Group’s competitors have higher revenue and earnings than Big Yellow Group. Big Yellow Group is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Insider and Institutional Ownership

53.1% of Big Yellow Group shares are held by institutional investors. Comparatively, 61.7% of shares of all “Industrial REITs” companies are held by institutional investors. 5.5% of shares of all “Industrial REITs” companies are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Dividends

Big Yellow Group pays an annual dividend of $0.10 per share and has a dividend yield of 0.8%. Big Yellow Group pays out 23.0% of its earnings in the form of a dividend. As a group, “Industrial REITs” companies pay a dividend yield of 4.3% and pay out 90.3% of their earnings in the form of a dividend.

Analyst Ratings

This is a summary of current recommendations and price targets for Big Yellow Group and its competitors, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Big Yellow Group	0	1	2	0	2.67
Big Yellow Group Competitors	398	2245	2456	73	2.43

As a group, “Industrial REITs” companies have a potential upside of 49.78%. Given Big Yellow Group’s competitors higher possible upside, analysts plainly believe Big Yellow Group has less favorable growth aspects than its competitors.

Summary

Big Yellow Group competitors beat Big Yellow Group on 10 of the 13 factors compared.

Big Yellow Group Company Profile

Big Yellow is the UK's brand leader in self storage. Big Yellow now operates from a platform of 109 stores, including 24 stores branded as Armadillo Self Storage. We have a pipeline of 0.9 million sq ft comprising 13 proposed Big Yellow self storage facilities. The current maximum lettable area of the existing platform (including Armadillo) is 6.4 million sq ft. When fully built out the portfolio will provide approximately 7.3 million sq ft of flexible storage space. 99% of our stores and sites by value are held freehold and long leasehold, with the remaining 1% short leasehold. The Group has pioneered the development of the latest generation of self storage facilities, which utilise state of the art technology and are located in high profile, accessible, main road locations. Our focus on the location and visibility of our stores, with excellent customer service, a market-leading online platform, and significant and increasing investment in sustainability, has created in Big Yellow the most recognised brand name in the UK self storage industry.