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Big Yellow Group (BYG) Competitors

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GBX 820 -2.00 (-0.24%)
As of 09/25/2026 12:05 PM Eastern

BYG vs. BBOX, SAFE, UKCM, SHED, and STP

Should you buy Big Yellow Group stock or one of its competitors? Big Yellow Group's main competitors and comparable companies include Tritax Big Box REIT (BBOX), Safestore (SAFE), UK Commercial Property REIT (UKCM), Urban Logistics REIT (SHED), and Stenprop (STP). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "industrial reits" industry.

How does Big Yellow Group compare to Tritax Big Box REIT?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Big Yellow Group£209.08M7.69£240.94M£63.4012.93
Tritax Big Box REIT£341.20M12.59£189.46M£10.4714.01

Big Yellow Group presently has a consensus price target of GBX 1,186.57, suggesting a potential upside of 44.70%. Tritax Big Box REIT has a consensus price target of GBX 198.88, suggesting a potential upside of 35.57%. Given Big Yellow Group's higher probable upside, research analysts plainly believe Big Yellow Group is more favorable than Tritax Big Box REIT.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Big Yellow Group
1 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.71
Tritax Big Box REIT
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.88

Tritax Big Box REIT has a net margin of 76.38% compared to Big Yellow Group's net margin of 59.74%. Tritax Big Box REIT's return on equity of 5.39% beat Big Yellow Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Big Yellow Group59.74% 4.81% 2.84%
Tritax Big Box REIT 76.38%5.39%2.38%

Big Yellow Group has a beta of 0.919, suggesting that its share price is 8% less volatile than the broader market. Comparatively, Tritax Big Box REIT has a beta of 1.747, suggesting that its share price is 75% more volatile than the broader market.

77.1% of Big Yellow Group shares are owned by institutional investors. Comparatively, 41.7% of Tritax Big Box REIT shares are owned by institutional investors. 13.0% of Big Yellow Group shares are owned by insiders. Comparatively, 0.1% of Tritax Big Box REIT shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Big Yellow Group pays an annual dividend of GBX 47.60 per share and has a dividend yield of 5.8%. Tritax Big Box REIT pays an annual dividend of GBX 8.09 per share and has a dividend yield of 5.5%. Big Yellow Group pays out 75.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Tritax Big Box REIT pays out 77.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Big Yellow Group is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Tritax Big Box REIT had 1 more articles in the media than Big Yellow Group. MarketBeat recorded 5 mentions for Tritax Big Box REIT and 4 mentions for Big Yellow Group. Tritax Big Box REIT's average media sentiment score of 0.27 beat Big Yellow Group's score of 0.21 indicating that Tritax Big Box REIT is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Big Yellow Group
0 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Tritax Big Box REIT
0 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Tritax Big Box REIT beats Big Yellow Group on 10 of the 18 factors compared between the two stocks.

How does Big Yellow Group compare to Safestore?

Safestore (LON:SAFE) and Big Yellow Group (LON:BYG) are both small-cap real estate companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, risk, analyst recommendations, profitability, valuation, dividends, institutional ownership and earnings.

56.9% of Safestore shares are owned by institutional investors. Comparatively, 77.1% of Big Yellow Group shares are owned by institutional investors. 7.9% of Safestore shares are owned by insiders. Comparatively, 13.0% of Big Yellow Group shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

In the previous week, Big Yellow Group had 2 more articles in the media than Safestore. MarketBeat recorded 4 mentions for Big Yellow Group and 2 mentions for Safestore. Big Yellow Group's average media sentiment score of 0.21 beat Safestore's score of -0.09 indicating that Big Yellow Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Safestore
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Big Yellow Group
0 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Safestore pays an annual dividend of GBX 30.70 per share and has a dividend yield of 5.9%. Big Yellow Group pays an annual dividend of GBX 47.60 per share and has a dividend yield of 5.8%. Safestore pays out 103.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Big Yellow Group pays out 75.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Safestore has a beta of 1.136, indicating that its stock price is 14% more volatile than the broader market. Comparatively, Big Yellow Group has a beta of 0.919, indicating that its stock price is 8% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Safestore£242.10M4.71£263.67M£29.7017.58
Big Yellow Group£209.08M7.69£240.94M£63.4012.93

Big Yellow Group has a net margin of 59.74% compared to Safestore's net margin of 26.93%. Big Yellow Group's return on equity of 4.81% beat Safestore's return on equity.

Company Net Margins Return on Equity Return on Assets
Safestore26.93% 2.86% 2.81%
Big Yellow Group 59.74%4.81%2.84%

Safestore presently has a consensus target price of GBX 709.33, indicating a potential upside of 35.89%. Big Yellow Group has a consensus target price of GBX 1,186.57, indicating a potential upside of 44.70%. Given Big Yellow Group's stronger consensus rating and higher possible upside, analysts clearly believe Big Yellow Group is more favorable than Safestore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Safestore
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Big Yellow Group
1 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.71

Summary

Big Yellow Group beats Safestore on 13 of the 18 factors compared between the two stocks.

How does Big Yellow Group compare to UK Commercial Property REIT?

UK Commercial Property REIT (LON:UKCM) and Big Yellow Group (LON:BYG) are both small-cap real estate companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, dividends, institutional ownership, profitability, earnings, media sentiment, analyst recommendations and risk.

UK Commercial Property REIT pays an annual dividend of GBX 3 per share. Big Yellow Group pays an annual dividend of GBX 47.60 per share and has a dividend yield of 5.8%. UK Commercial Property REIT pays out -1,111.1% of its earnings in the form of a dividend. Big Yellow Group pays out 75.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Big Yellow Group has a consensus price target of GBX 1,186.57, suggesting a potential upside of 44.70%. Given Big Yellow Group's stronger consensus rating and higher probable upside, analysts clearly believe Big Yellow Group is more favorable than UK Commercial Property REIT.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
UK Commercial Property REIT
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Big Yellow Group
1 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.71

UK Commercial Property REIT has a beta of 0.35, indicating that its share price is 65% less volatile than the broader market. Comparatively, Big Yellow Group has a beta of 0.919, indicating that its share price is 8% less volatile than the broader market.

In the previous week, Big Yellow Group had 4 more articles in the media than UK Commercial Property REIT. MarketBeat recorded 4 mentions for Big Yellow Group and 0 mentions for UK Commercial Property REIT. Big Yellow Group's average media sentiment score of 0.21 beat UK Commercial Property REIT's score of 0.00 indicating that Big Yellow Group is being referred to more favorably in the news media.

Company Overall Sentiment
UK Commercial Property REIT Neutral
Big Yellow Group Neutral

Big Yellow Group has higher revenue and earnings than UK Commercial Property REIT. UK Commercial Property 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
UK Commercial Property REIT£73.09M0.00-£344.45M-£0.27N/A
Big Yellow Group£209.08M7.69£240.94M£63.4012.93

91.4% of UK Commercial Property REIT shares are owned by institutional investors. Comparatively, 77.1% of Big Yellow Group shares are owned by institutional investors. 0.1% of UK Commercial Property 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 large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Big Yellow Group has a net margin of 59.74% compared to UK Commercial Property REIT's net margin of 0.00%. Big Yellow Group's return on equity of 4.81% beat UK Commercial Property REIT's return on equity.

Company Net Margins Return on Equity Return on Assets
UK Commercial Property REITN/A -27.32% 2.19%
Big Yellow Group 59.74%4.81%2.84%

Summary

Big Yellow Group beats UK Commercial Property REIT on 15 of the 17 factors compared between the two stocks.

How does Big Yellow Group compare to Urban Logistics REIT?

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

In the previous week, Big Yellow Group had 4 more articles in the media than Urban Logistics REIT. MarketBeat recorded 4 mentions for Big Yellow Group and 0 mentions for Urban Logistics REIT. Big Yellow Group's average media sentiment score of 0.21 beat Urban Logistics REIT's score of 0.00 indicating that Big Yellow Group is being referred to more favorably in the news media.

Company Overall Sentiment
Urban Logistics REIT Neutral
Big Yellow Group Neutral

Big Yellow Group has a consensus price target of GBX 1,186.57, indicating a potential upside of 44.70%. Given Big Yellow Group's stronger consensus rating and higher possible upside, analysts clearly believe Big Yellow Group is more favorable than Urban Logistics REIT.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Urban Logistics REIT
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Big Yellow Group
1 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.71

Urban Logistics REIT has a beta of 0.89, meaning that its share price is 11% less volatile than the broader market. Comparatively, Big Yellow Group has a beta of 0.919, meaning that its share price is 8% less volatile than the broader market.

88.6% of Urban Logistics REIT shares are owned by institutional investors. Comparatively, 77.1% of Big Yellow Group shares are owned by institutional investors. 4.9% of Urban Logistics 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Urban Logistics REIT£58.96M12.28£24.33M£5.2529.70
Big Yellow Group£209.08M7.69£240.94M£63.4012.93

Big Yellow Group has a net margin of 59.74% compared to Urban Logistics REIT's net margin of 41.17%. Big Yellow Group's return on equity of 4.81% beat Urban Logistics REIT's return on equity.

Company Net Margins Return on Equity Return on Assets
Urban Logistics REIT41.17% 3.24% 2.62%
Big Yellow Group 59.74%4.81%2.84%

Urban Logistics REIT pays an annual dividend of GBX 8 per share and has a dividend yield of 5.1%. Big Yellow Group pays an annual dividend of GBX 47.60 per share and has a dividend yield of 5.8%. Urban Logistics REIT pays out 152.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Big Yellow Group pays out 75.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Big Yellow Group is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Big Yellow Group beats Urban Logistics REIT on 15 of the 18 factors compared between the two stocks.

How does Big Yellow Group compare to Stenprop?

Stenprop (LON:STP) and Big Yellow Group (LON:BYG) are both small-cap real estate companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, media sentiment, risk, institutional ownership, profitability, analyst recommendations, valuation and dividends.

77.1% of Big Yellow Group shares are owned by institutional investors. 13.0% of Big Yellow Group shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Big Yellow Group has a consensus price target of GBX 1,186.57, suggesting a potential upside of 44.70%. Given Big Yellow Group's stronger consensus rating and higher probable upside, analysts plainly believe Big Yellow Group is more favorable than Stenprop.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Stenprop
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Big Yellow Group
1 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.71

Big Yellow Group has a net margin of 59.74% compared to Stenprop's net margin of 0.00%. Big Yellow Group's return on equity of 4.81% beat Stenprop's return on equity.

Company Net Margins Return on Equity Return on Assets
StenpropN/A N/A N/A
Big Yellow Group 59.74%4.81%2.84%

Stenprop pays an annual dividend of GBX 0.07 per share. Big Yellow Group pays an annual dividend of GBX 47.60 per share and has a dividend yield of 5.8%. Stenprop pays out 0.4% of its earnings in the form of a dividend. Big Yellow Group pays out 75.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Big Yellow Group had 4 more articles in the media than Stenprop. MarketBeat recorded 4 mentions for Big Yellow Group and 0 mentions for Stenprop. Big Yellow Group's average media sentiment score of 0.21 beat Stenprop's score of 0.00 indicating that Big Yellow Group is being referred to more favorably in the news media.

Company Overall Sentiment
Stenprop Neutral
Big Yellow Group Neutral

Big Yellow Group has higher revenue and earnings than Stenprop. Stenprop 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Stenprop£45.67M0.00N/A£18.60N/A
Big Yellow Group£209.08M7.69£240.94M£63.4012.93

Summary

Big Yellow Group beats Stenprop on 14 of the 15 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BYG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BYG vs. The Competition

MetricBig Yellow GroupIndustrial REITs IndustryReal Estate SectorLON Exchange
Market Cap£1.61B£9.98B£5.24B£2.89B
Dividend Yield5.71%5.93%6.50%6.21%
P/E Ratio12.9348.7527.73366.48
Price / Sales7.69281.85125.7689,848.69
Price / Cash210.1935.3634.1727.89
Price / Book0.651.371.776.35
Net Income£240.94M£311.34M-£69.65M£5.89B
7 Day PerformanceN/A-1.62%-0.51%0.28%
1 Month Performance-8.64%-5.07%-5.19%5.69%
1 Year Performance-13.96%3.94%0.40%18.81%

Big Yellow Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BYG
Big Yellow Group
3.6229 of 5 stars
GBX 820
-0.2%
GBX 1,186.57
+44.7%
-12.2%£1.61B£209.08M12.93503
BBOX
Tritax Big Box REIT
4.1375 of 5 stars
GBX 148.90
+0.7%
GBX 198.88
+33.6%
+3.9%£4.36B£341.20M14.22N/A
SAFE
Safestore
4.1756 of 5 stars
GBX 536.50
+1.8%
GBX 709.33
+32.2%
-18.7%£1.17B£242.10M18.06120
UKCM
UK Commercial Property REIT
N/AN/AN/AN/A£947.70M£73.09MN/AN/A
SHED
Urban Logistics REIT
N/AGBX 156
flat
N/A+0.0%£724.09M£58.96M29.70N/A

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This page (LON:BYG) was last updated on 9/26/2026 by MarketBeat.com Staff.
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