American Realty Investors, Inc. (ARL) vs Douglas Elliman Inc. (DOUG)

American Realty Investors, Inc. and Douglas Elliman Inc. are both Real Estate Services companies. American Realty Investors, Inc. is the larger, with a market value of $254.2M against $139.1M — 1.8× the size. Douglas Elliman Inc. trades at the lower P/E: 6.0× against 31.2×. American Realty Investors, Inc. grew revenue faster over the last twelve months: 6.77% against −2.74%. American Realty Investors, Inc. has the higher net margin (16.4% vs 2.40%) and the lower return on invested capital (−0.62% vs 36.5%). Across the 21 metrics below, Douglas Elliman Inc. leads on 14 and American Realty Investors, Inc. on 7.

Valuation

Metric ARL DOUG Real Estate Services median
P/E 31.17 6.04 16.25
P/S 5.13 0.13 1.12
P/B 0.32 0.81 1.32
Price to free cash flow n/m n/m 13.29
EV/EBITDA 82.07 2.10 10.22
EV/Sales 7.53 0.09 1.16
Earnings yield 3.21% 16.56% 0.99%
Free cash flow yield (0.93%) (13.87%) (0.97%)

Profitability

Metric ARL DOUG Real Estate Services median
Gross margin 39.51% 23.22% 26.81%
Operating margin (18.30%) 3.52% 0.00%
Net margin 16.36% 2.40% 0.11%
Free cash flow margin (4.74%) (1.86%) 0.00%
Return on equity 1.03% 15.86% 0.94%
Return on assets 0.77% 5.18% 0.00%
Return on invested capital (0.62%) 36.45% 0.00%

Growth

Metric ARL DOUG Real Estate Services median
Revenue growth (TTM) 6.77% (2.74%) 4.33%
EPS growth (last fiscal year) 206.59% 118.68% —
Revenue growth, 5-year CAGR (3.26%) 5.94% 4.05%
Net income growth, 5-year CAGR 11.70% 0.00% 0.00%

Health

Metric ARL DOUG Real Estate Services median
Debt to equity 0.27 0.03 0.08
Current ratio 6.98 9.09 1.95
Net debt to EBITDA 17.73 (2.23) 0.54

Dividend

Metric ARL DOUG Real Estate Services median
Dividend yield — 2.78% 1.33%
Payout ratio 0.00 0.38 0.00

Size

Metric ARL DOUG Real Estate Services median
Market cap 254.23m 139.06m 218.52m

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