Comparing One Liberty Properties (NYSE:OLP) & Rexford Industrial Realty (NYSE:REXR)

One Liberty Properties (NYSE:OLP) and Rexford Industrial Realty (NYSE:REXR) are both real estate companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, institutional ownership, dividends, profitability, earnings and risk.

Analyst Ratings

This is a breakdown of current recommendations and price targets for One Liberty Properties and Rexford Industrial Realty, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
One Liberty Properties	1	0	1	1	2.67
Rexford Industrial Realty	4	6	5	0	2.07

One Liberty Properties currently has a consensus target price of $28.50, indicating a potential upside of 20.99%. Rexford Industrial Realty has a consensus target price of $40.57, indicating a potential upside of 11.65%. Given One Liberty Properties’ stronger consensus rating and higher possible upside, equities analysts plainly believe One Liberty Properties is more favorable than Rexford Industrial Realty.

Volatility & Risk

One Liberty Properties has a beta of 0.87, suggesting that its share price is 13% less volatile than the S&P 500. Comparatively, Rexford Industrial Realty has a beta of 1.19, suggesting that its share price is 19% more volatile than the S&P 500.

Valuation and Earnings

This table compares One Liberty Properties and Rexford Industrial Realty”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
One Liberty Properties	$97.23 million	5.29	$25.47 million	$1.59	14.81
Rexford Industrial Realty	$1.00 billion	8.08	$212.03 million	($1.81)	-20.08

Rexford Industrial Realty has higher revenue and earnings than One Liberty Properties. Rexford Industrial Realty is trading at a lower price-to-earnings ratio than One Liberty Properties, indicating that it is currently the more affordable of the two stocks.

Institutional and Insider Ownership

36.2% of One Liberty Properties shares are owned by institutional investors. Comparatively, 99.5% of Rexford Industrial Realty shares are owned by institutional investors. 26.2% of One Liberty Properties shares are owned by company insiders. Comparatively, 1.8% of Rexford Industrial Realty shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Dividends

One Liberty Properties pays an annual dividend of $1.80 per share and has a dividend yield of 7.6%. Rexford Industrial Realty pays an annual dividend of $1.74 per share and has a dividend yield of 4.8%. One Liberty Properties pays out 113.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Rexford Industrial Realty pays out -96.1% of its earnings in the form of a dividend. Rexford Industrial Realty has raised its dividend for 4 consecutive years.

Profitability

This table compares One Liberty Properties and Rexford Industrial Realty’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
One Liberty Properties	33.51%	11.52%	4.06%
Rexford Industrial Realty	-39.22%	-4.61%	-3.14%

Summary

One Liberty Properties beats Rexford Industrial Realty on 10 of the 18 factors compared between the two stocks.

About One Liberty Properties

One Liberty Properties, Inc. is a real estate investment trust, which engages in acquisition, ownership, and management of the geographically diversified portfolio consisting primarily of industrial, retail, restaurant, health and fitness, and theater properties, many of which are subject to long-term leases. The properties in the firm’s portfolio include net leases, long-term lease, and scheduled rent increases. The company was founded in December 1982 and is headquartered in Great Neck, NY.

About Rexford Industrial Realty

Rexford Industrial Realty, Inc. is a self-administered and self-managed real estate investment trust, which engages in owning and operating industrial properties in infill markets. The company was founded by Richard S. Ziman on January 18, 2013 and is headquartered in Los Angeles, CA.