Landmark Infrastructure Partners (NASDAQ: LMRK) and American Farmland (NASDAQ:AFCO) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, profitabiliy, valuation, earnings, dividends and risk.
Institutional and Insider Ownership
21.0% of Landmark Infrastructure Partners shares are owned by institutional investors. 0.7% of Landmark Infrastructure Partners shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
Earnings and Valuation
This table compares Landmark Infrastructure Partners and American Farmland’s gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | EBITDA | Earnings Per Share | Price/Earnings Ratio | |
| Landmark Infrastructure Partners | $44.58 million | 7.72 | $35.68 million | $0.47 | 37.13 |
| American Farmland | N/A | N/A | N/A | N/A | N/A |
Landmark Infrastructure Partners has higher revenue and earnings than American Farmland.
Dividends
Landmark Infrastructure Partners pays an annual dividend of $1.41 per share and has a dividend yield of 8.1%. American Farmland does not pay a dividend. Landmark Infrastructure Partners pays out 300.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
Profitability
This table compares Landmark Infrastructure Partners and American Farmland’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Landmark Infrastructure Partners | 26.10% | 9.42% | 2.74% |
| American Farmland | 12.35% | 1.47% | 0.94% |
Analyst Ratings
This is a summary of current ratings and target prices for Landmark Infrastructure Partners and American Farmland, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Landmark Infrastructure Partners | 0 | 0 | 2 | 0 | 3.00 |
| American Farmland | 0 | 2 | 0 | 0 | 2.00 |
Landmark Infrastructure Partners currently has a consensus price target of $17.50, indicating a potential upside of 0.29%. American Farmland has a consensus price target of $8.00, indicating a potential downside of 7.51%. Given Landmark Infrastructure Partners’ stronger consensus rating and higher possible upside, research analysts plainly believe Landmark Infrastructure Partners is more favorable than American Farmland.
Summary
Landmark Infrastructure Partners beats American Farmland on 10 of the 11 factors compared between the two stocks.
About Landmark Infrastructure Partners
Landmark Infrastructure Partners LP is a master limited partnership formed to acquire, own and manage a portfolio of real property interests that it leases to companies in the wireless communication, outdoor advertising and renewable power generation industries. The Company operates through three segments. The Wireless Communication segment consists of leasing real property interests and financing to companies in the wireless communication industry in the United States. The Outdoor Advertising segment consists of leasing real property interests to companies in the outdoor advertising industry in the United States. The Renewable Power Generation segment consists of leasing real property interests and financing to companies in the renewable power industry in the United States. The Company’s real property interests consist of a portfolio of long term and perpetual easements, tenant lease assignments and fee simple properties located primarily in the United States.
About American Farmland
American Farmland Company is an internally managed real estate company. The Company owns a portfolio of farmland, consisting of mature permanent, specialty/vegetable row and commodity row crop farms, including farmland in development, located in select major agricultural regions in the United States. It operates through four segments: Permanent Crop, Specialty/Vegetable Row Crop, Commodity Row Crop and Development. Permanent Crop consists of its Kimberly Vineyard, Golden Eagle Ranch, Quail Run Vineyard, Blue Heron Farms, Falcon Farms and Kingfisher Ranch properties. Specialty/Vegetable Row Crop consists of its Sandpiper Ranch and Sweetwater Farm properties. Commodity Row Crop consists of its Pleasant Plains Farm, Macomb Farm, Kane County Farms and Tillar Farm. Development consists of its Blue Cypress Farm, Roadrunner Ranch, Condor Ranch (of which over 68 mature acres are subject to participating leases), Grassy Island Groves, Pintail Vineyards and Hawk Creek Ranch properties.
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