Head-To-Head Contrast: New York REIT (NYRT) and NRF Holdco (NYSE:NRF)

New York REIT (NYSE: NYRT) and NRF Holdco (NYSE:NRF) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their risk, analyst recommendations, earnings, dividends, profitability, institutional ownership and valuation.

Dividends

NRF Holdco pays an annual dividend of $1.60 per share and has a dividend yield of 9.9%. New York REIT does not pay a dividend. NRF Holdco pays out -88.9% of its earnings in the form of a dividend. NRF Holdco has raised its dividend for 3 consecutive years.

Profitability

This table compares New York REIT and NRF Holdco’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
New York REIT N/A -1.95% -0.86%
NRF Holdco -16.61% -17.86% -2.44%

Risk & Volatility

New York REIT has a beta of 0.67, suggesting that its share price is 33% less volatile than the S&P 500. Comparatively, NRF Holdco has a beta of 1.73, suggesting that its share price is 73% more volatile than the S&P 500.

Analyst Ratings

This is a summary of recent recommendations and price targets for New York REIT and NRF Holdco, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New York REIT 0 1 1 0 2.50
NRF Holdco 0 0 0 0 N/A

New York REIT currently has a consensus price target of $8.38, indicating a potential upside of 320.85%. Given New York REIT’s higher possible upside, analysts plainly believe New York REIT is more favorable than NRF Holdco.

Institutional and Insider Ownership

69.9% of New York REIT shares are owned by institutional investors. Comparatively, 69.7% of NRF Holdco shares are owned by institutional investors. 0.2% of New York REIT shares are owned by company insiders. Comparatively, 2.4% of NRF Holdco shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Valuation & Earnings

This table compares New York REIT and NRF Holdco’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
New York REIT $160.27 million 2.09 -$82.52 million ($0.50) -3.98
NRF Holdco N/A N/A N/A ($1.80) -8.96

NRF Holdco has lower revenue, but higher earnings than New York REIT. NRF Holdco is trading at a lower price-to-earnings ratio than New York REIT, indicating that it is currently the more affordable of the two stocks.

Summary

New York REIT beats NRF Holdco on 9 of the 14 factors compared between the two stocks.

New York REIT Company Profile

New York REIT, Inc. is a real estate investment trust. The Company owns a portfolio of commercial real estate. The Company’s business is primarily conducted through New York Recovery Operating Partnership, L.P. As of December 31, 2016, the Company owned 19 properties, which aggregated 3.3 million rentable square feet. The Company holds interests in properties of various types, such as office, retail, hotel, parking and storage. The Company’s properties include Design Center, 416 Washington Street, 50 Varick Street, 1440 Broadway, One Worldwide Plaza, 256 West 38th Street, 229 West 36th Street, 333 West 34th Street, 367-387 Bleecker Street, 33 West 56th Street (garage) and 350 West 42nd Street.

NRF Holdco Company Profile

NRF Holdco LLC. is a commercial real estate company. The Company invests in multiple asset classes across commercial real estate (CRE). Its portfolio consists of healthcare, hotel, manufactured housing communities, net lease and multifamily properties. The Company also invests in other opportunistic real estate investments, such as indirect interests in real estate through its investments in private equity funds (PE Investments). The Company also acquires and operates hotel and certain healthcare properties. The Company’s segments include Real Estate, Commercial Real Estate Debt (CRE debt), Commercial Real Estate Securities, N-Star CDOs and Corporate. Its real estate equity investments that operate under the REIT Investment Diversification and Empowerment Act (RIDEA) structure generate resident and hotel guest related income from short-term residential agreements. The Company is externally managed and advised by an affiliate of NorthStar Asset Management Group Inc.

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