Big Yellow Group (BYG) Competitors

Tritax Big Box REIT (LON:BBOX) and Big Yellow Group (LON:BYG) are both real estate companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, valuation, risk, institutional ownership, media sentiment, earnings, analyst recommendations and dividends.

Do institutionals and insiders hold more shares of BBOX or BYG?

55.6% of Tritax Big Box REIT shares are owned by institutional investors. Comparatively, 77.1% of Big Yellow Group shares are owned by institutional investors. 0.1% of Tritax Big Box REIT shares are owned by company insiders. Comparatively, 13.0% of Big Yellow Group shares are owned by company 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.

Which has higher valuation and earnings, BBOX or BYG?

Big Yellow Group has lower revenue, but higher earnings than Tritax Big Box REIT. Tritax Big Box REIT is trading at a lower price-to-earnings ratio than Big Yellow Group, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Tritax Big Box REIT	£578.30M	5.81	£189.46M	£0.17	785.51
Big Yellow Group	£204.50M	8.75	£240.94M	£1.03	888.13

Is BBOX or BYG more profitable?

Big Yellow Group has a net margin of 120.15% compared to Tritax Big Box REIT's net margin of 60.46%. Big Yellow Group's return on equity of 10.18% beat Tritax Big Box REIT's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Tritax Big Box REIT	60.46%	4.04%	2.38%
Big Yellow Group	120.15%	10.18%	2.84%

Which has more risk & volatility, BBOX or BYG?

Tritax Big Box REIT has a beta of 0.89, meaning that its stock price is 11% less volatile than the S&P 500. Comparatively, Big Yellow Group has a beta of 0.72, meaning that its stock price is 28% less volatile than the S&P 500.

Do analysts rate BBOX or BYG?

Tritax Big Box REIT presently has a consensus target price of GBX 173, suggesting a potential upside of 27.68%. Big Yellow Group has a consensus target price of GBX 1,200, suggesting a potential upside of 31.43%. Given Big Yellow Group's higher possible upside, analysts clearly believe Big Yellow Group is more favorable than Tritax Big Box REIT.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Tritax Big Box REIT	0 Sell rating(s)	0 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	3.00
Big Yellow Group	0 Sell rating(s)	0 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	3.00

Does the media favor BBOX or BYG?

In the previous week, Tritax Big Box REIT had 6 more articles in the media than Big Yellow Group. MarketBeat recorded 6 mentions for Tritax Big Box REIT and 0 mentions for Big Yellow Group. Tritax Big Box REIT's average media sentiment score of 0.20 beat Big Yellow Group's score of 0.00 indicating that Tritax Big Box REIT is being referred to more favorably in the media.

Company	Overall Sentiment
Tritax Big Box REIT	Neutral
Big Yellow Group	Neutral

Is BBOX or BYG a better dividend stock?

Tritax Big Box REIT pays an annual dividend of GBX 0.08 per share and has a dividend yield of 0.1%. Big Yellow Group pays an annual dividend of GBX 0.45 per share and has a dividend yield of 0.0%. Tritax Big Box REIT pays out 44.9% of its earnings in the form of a dividend. Big Yellow Group pays out 44.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Summary

Big Yellow Group beats Tritax Big Box REIT on 11 of the 17 factors compared between the two stocks.