CTO Realty Growth, Inc. (CTO) vs One Liberty Properties, Inc. (OLP)

CTO Realty Growth, Inc. and One Liberty Properties, Inc. are both Reit Diversified companies. CTO Realty Growth, Inc. is the larger, with a market value of $758.0M against $490.6M — 1.5× the size. One Liberty Properties, Inc. trades at the lower P/E: 14.1× against 15.2×. CTO Realty Growth, Inc. grew revenue faster over the last twelve months: 14.3% against 9.52%. One Liberty Properties, Inc. has the higher net margin (32.0% vs 28.0%) and the higher return on invested capital (4.51% vs 3.05%). Both pay a dividend; CTO Realty Growth, Inc. yields more (9.30% vs 8.91%). Across the 22 metrics below, CTO Realty Growth, Inc. leads on 12 and One Liberty Properties, Inc. on 10.

Valuation

Metric CTO OLP Reit Diversified median
P/E 15.24 14.14 23.72
P/S 4.50 4.57 3.28
P/B 1.09 1.56 0.87
Price to free cash flow 97.77 n/m 9.21
EV/EBITDA 10.81 10.42 11.57
EV/Sales 8.32 9.53 6.64
Earnings yield 6.56% 7.07% 1.04%
Free cash flow yield 1.02% (10.82%) 0.16%

Profitability

Metric CTO OLP Reit Diversified median
Gross margin 75.08% 80.20% 77.09%
Operating margin 38.71% 57.05% 33.33%
Net margin 27.97% 32.03% 2.62%
Free cash flow margin 9.87% (49.38%) 3.11%
Return on equity 7.28% 10.93% 3.13%
Return on assets 3.41% 3.99% 0.35%
Return on invested capital 3.05% 4.51% 2.80%

Growth

Metric CTO OLP Reit Diversified median
Revenue growth (TTM) 14.26% 9.52% 5.49%
EPS growth (last fiscal year) 122.86% (17.86%) —
Revenue growth, 5-year CAGR 21.54% 3.49% 4.83%
Net income growth, 5-year CAGR (49.49%) (1.58%) 0.00%

Health

Metric CTO OLP Reit Diversified median
Debt to equity 0.99 1.73 1.13
Current ratio 8.69 1.62 1.47
Net debt to EBITDA 6.10 6.25 5.88

Dividend

Metric CTO OLP Reit Diversified median
Dividend yield 9.30% 8.91% 7.13%
Payout ratio 7.48 1.37 1.37

Size

Metric CTO OLP Reit Diversified median
Market cap 757.96m 490.63m 729.58m

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