Triton International (NYSE:TRTN) and Exterran (NYSE:EXTN) are both transportation companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, valuation, profitability, risk, dividends and earnings.
Analyst Ratings
This is a breakdown of recent ratings and recommmendations for Triton International and Exterran, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score |
---|
Triton International | 0 | 0 | 3 | 0 | 3.00 |
Exterran | 0 | 0 | 3 | 0 | 3.00 |
Triton International presently has a consensus target price of $54.50, suggesting a potential downside of 5.68%. Exterran has a consensus target price of $11.00, suggesting a potential upside of 101.10%. Given Exterran's higher possible upside, analysts clearly believe Exterran is more favorable than Triton International.
Insider & Institutional Ownership
72.2% of Triton International shares are owned by institutional investors. Comparatively, 82.4% of Exterran shares are owned by institutional investors. 1.7% of Triton International shares are owned by company insiders. Comparatively, 3.4% of Exterran shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
Profitability
This table compares Triton International and Exterran's net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets |
---|
Triton International | 22.11% | 15.93% | 3.30% |
Exterran | -17.93% | -18.46% | -4.93% |
Volatility & Risk
Triton International has a beta of 1.85, suggesting that its share price is 85% more volatile than the S&P 500. Comparatively, Exterran has a beta of 1.01, suggesting that its share price is 1% more volatile than the S&P 500.
Valuation and Earnings
This table compares Triton International and Exterran's top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio |
---|
Triton International | $1.35 billion | 2.88 | $352.69 million | $4.57 | 12.64 |
Exterran | $1.32 billion | 0.14 | $-102,380,000.00 | ($0.78) | -7.01 |
Triton International has higher revenue and earnings than Exterran. Exterran is trading at a lower price-to-earnings ratio than Triton International, indicating that it is currently the more affordable of the two stocks.
Summary
Triton International beats Exterran on 9 of the 12 factors compared between the two stocks.