Contrasting First Industrial Realty Trust (NYSE:FR) & One Liberty Properties (NYSE:OLP)

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

Valuation & Earnings

This table compares One Liberty Properties and First Industrial Realty Trust”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
One Liberty Properties	$103.80 million	5.18	$25.47 million	$1.59	15.43
First Industrial Realty Trust	$759.61 million	11.01	$247.44 million	$2.74	23.02

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

Analyst Ratings

This is a summary of recent ratings and price targets for One Liberty Properties and First Industrial Realty Trust, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
One Liberty Properties	1	0	1	1	2.67
First Industrial Realty Trust	0	7	7	1	2.60

One Liberty Properties currently has a consensus target price of $28.50, suggesting a potential upside of 16.14%. First Industrial Realty Trust has a consensus target price of $67.07, suggesting a potential upside of 6.34%. Given One Liberty Properties’ stronger consensus rating and higher possible upside, research analysts clearly believe One Liberty Properties is more favorable than First Industrial Realty Trust.

Risk and Volatility

One Liberty Properties has a beta of 0.87, suggesting that its share price is 13% less volatile than the S&P 500. Comparatively, First Industrial Realty Trust has a beta of 1.04, suggesting that its share price is 4% more volatile than the S&P 500.

Dividends

One Liberty Properties pays an annual dividend of $1.80 per share and has a dividend yield of 7.3%. First Industrial Realty Trust pays an annual dividend of $2.00 per share and has a dividend yield of 3.2%. 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. First Industrial Realty Trust pays out 73.0% of its earnings in the form of a dividend. First Industrial Realty Trust has raised its dividend for 12 consecutive years.

Profitability

This table compares One Liberty Properties and First Industrial Realty Trust’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%
First Industrial Realty Trust	47.97%	12.99%	6.41%

Insider & Institutional Ownership

36.2% of One Liberty Properties shares are owned by institutional investors. Comparatively, 99.8% of First Industrial Realty Trust shares are owned by institutional investors. 26.2% of One Liberty Properties shares are owned by insiders. Comparatively, 1.1% of First Industrial Realty Trust shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

First Industrial Realty Trust beats One Liberty Properties on 13 of the 17 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 First Industrial Realty Trust

First Industrial Realty Trust, Inc. (NYSE: FR) is a leading U.S.-only owner, operator, developer and acquirer of logistics properties. Through our fully integrated operating and investing platform, we provide high quality facilities and industry-leading customer service to multinational corporations and regional firms that are essential for their supply chains. Our portfolio and new investments are concentrated in 15 target MSAs with an emphasis on supply-constrained, coastally oriented markets. In total, we own and have under development approximately 68.5 million square feet of industrial space as of December 31, 2023.