Americold Realty Trust Inc. (COLD) vs Smartstop Self Storage REIT Inc (SMA)

Americold Realty Trust Inc. and Smartstop Self Storage REIT Inc are both Reit Industrial companies. Americold Realty Trust Inc. is the larger, with a market value of $4.1B against $1.9B — 2.2× the size. Americold Realty Trust Inc. has negative trailing earnings, so its P/E is not meaningful; Smartstop Self Storage REIT Inc trades at 62.3×. Smartstop Self Storage REIT Inc grew revenue faster over the last twelve months: 21.1% against −0.21%. Smartstop Self Storage REIT Inc has the higher net margin (9.41% vs −17.4%) and the higher return on invested capital (1.91% vs −6.75%). Across the 19 metrics below, Smartstop Self Storage REIT Inc leads on 14 and Americold Realty Trust Inc. on 5.

Valuation

Metric COLD SMA Reit Industrial median
P/E n/m 62.33 28.30
P/S 1.62 5.73 8.16
P/B 1.73 1.40 1.89
Price to free cash flow n/m n/m 21.44
EV/EBITDA 61.97 17.80 17.97
EV/Sales 1.83 8.62 11.71
Earnings yield (10.79%) 1.60% 3.38%
Free cash flow yield (4.08%) (1.31%) 2.71%

Profitability

Metric COLD SMA Reit Industrial median
Gross margin 31.74% 59.84% 73.76%
Operating margin (12.47%) 21.44% 39.85%
Net margin (17.44%) 9.41% 28.04%
Free cash flow margin (6.59%) (7.50%) 13.63%
Return on equity (16.30%) 2.25% 6.83%
Return on assets (5.74%) 1.22% 3.45%
Return on invested capital (6.75%) 1.91% 2.92%

Growth

Metric COLD SMA Reit Industrial median
Revenue growth (TTM) (0.21%) 21.10% 3.86%
EPS growth (last fiscal year) (21.21%) 18.00% —
Revenue growth, 5-year CAGR 5.53% 17.78% 13.33%
Net income growth, 5-year CAGR 0.00% 0.00% 9.91%

Health

Metric COLD SMA Reit Industrial median
Debt to equity 0.25 0.89 0.84
Current ratio 0.10 5.28 0.78
Net debt to EBITDA 0.78 6.40 4.76

Dividend

Metric COLD SMA Reit Industrial median
Dividend yield 3.14% — 3.14%
Payout ratio — — 1.14

Size

Metric COLD SMA Reit Industrial median
Market cap 4.10b 1.85b 8.24b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack