SEGRO (SGRO) Competitors

SEGRO (LON:SGRO) and Tritax Big Box REIT (LON:BBOX) are both mid-cap real estate companies, but which is the better stock? We will contrast the two businesses based on the strength of their media sentiment, dividends, profitability, risk, analyst recommendations, valuation, earnings and institutional ownership.

Is SGRO or BBOX more profitable?

Tritax Big Box REIT has a net margin of 60.46% compared to SEGRO's net margin of -1.36%. Tritax Big Box REIT's return on equity of 4.04% beat SEGRO's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
SEGRO	-1.36%	-0.09%	1.92%
Tritax Big Box REIT	60.46%	4.04%	2.38%

Do analysts prefer SGRO or BBOX?

SEGRO currently has a consensus target price of GBX 871.67, suggesting a potential upside of 38.56%. Tritax Big Box REIT has a consensus target price of GBX 173, suggesting a potential upside of 23.75%. Given SEGRO's higher probable upside, equities research analysts plainly believe SEGRO is more favorable than Tritax Big Box REIT.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SEGRO	0 Sell rating(s)	1 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.75
Tritax Big Box REIT	0 Sell rating(s)	0 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	3.00

Which has preferable valuation and earnings, SGRO or BBOX?

Tritax Big Box REIT has lower revenue, but higher earnings than SEGRO. Tritax Big Box REIT is trading at a lower price-to-earnings ratio than SEGRO, 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
SEGRO	£699M	12.17	-£10.30M	£0.46	1,367.61
Tritax Big Box REIT	£578.30M	6.00	£189.46M	£0.17	810.43

Do institutionals & insiders have more ownership in SGRO or BBOX?

59.3% of SEGRO shares are owned by institutional investors. Comparatively, 55.6% of Tritax Big Box REIT shares are owned by institutional investors. 0.3% of SEGRO shares are owned by company insiders. Comparatively, 0.1% of Tritax Big Box REIT shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Which has more volatility & risk, SGRO or BBOX?

SEGRO has a beta of 0.79, suggesting that its share price is 21% less volatile than the S&P 500. Comparatively, Tritax Big Box REIT has a beta of 0.89, suggesting that its share price is 11% less volatile than the S&P 500.

Does the media favor SGRO or BBOX?

In the previous week, Tritax Big Box REIT had 5 more articles in the media than SEGRO. MarketBeat recorded 6 mentions for Tritax Big Box REIT and 1 mentions for SEGRO. SEGRO's average media sentiment score of 1.02 beat Tritax Big Box REIT's score of 0.20 indicating that SEGRO is being referred to more favorably in the media.

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

Is SGRO or BBOX a better dividend stock?

SEGRO pays an annual dividend of GBX 0.29 per share and has a dividend yield of 0.0%. Tritax Big Box REIT pays an annual dividend of GBX 0.08 per share and has a dividend yield of 0.1%. SEGRO pays out 63.7% of its earnings in the form of a dividend. Tritax Big Box REIT pays out 44.9% 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. Tritax Big Box REIT is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Tritax Big Box REIT beats SEGRO on 9 of the 17 factors compared between the two stocks.