Reis (REIS) vs. Landmark Infrastructure Partners (LMRK) Financial Contrast

Landmark Infrastructure Partners (NASDAQ: LMRK) and Reis (NASDAQ:REIS) are both small-cap financials companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, profitability, dividends, risk, valuation, analyst recommendations and institutional ownership.

Insider & Institutional Ownership

28.6% of Landmark Infrastructure Partners shares are held by institutional investors. Comparatively, 59.2% of Reis shares are held by institutional investors. 0.7% of Landmark Infrastructure Partners shares are held by company insiders. Comparatively, 21.6% of Reis shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Profitability

This table compares Landmark Infrastructure Partners and Reis’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Landmark Infrastructure Partners 27.47% 9.79% 2.57%
Reis 2.45% 1.20% 0.91%

Analyst Ratings

This is a summary of recent ratings and price targets for Landmark Infrastructure Partners and Reis, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Landmark Infrastructure Partners 0 0 3 0 3.00
Reis 0 0 2 0 3.00

Landmark Infrastructure Partners presently has a consensus target price of $18.50, suggesting a potential upside of 10.12%. Reis has a consensus target price of $24.50, suggesting a potential upside of 18.64%. Given Reis’ higher possible upside, analysts clearly believe Reis is more favorable than Landmark Infrastructure Partners.

Valuation and Earnings

This table compares Landmark Infrastructure Partners and Reis’ gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Landmark Infrastructure Partners $42.40 million 7.84 $9.92 million $0.46 36.52
Reis $47.53 million 4.98 $2.78 million $0.10 206.50

Landmark Infrastructure Partners has higher earnings, but lower revenue than Reis. Landmark Infrastructure Partners is trading at a lower price-to-earnings ratio than Reis, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

Landmark Infrastructure Partners has a beta of 0.45, indicating that its stock price is 55% less volatile than the S&P 500. Comparatively, Reis has a beta of 1.22, indicating that its stock price is 22% more volatile than the S&P 500.

Dividends

Landmark Infrastructure Partners pays an annual dividend of $1.43 per share and has a dividend yield of 8.5%. Reis pays an annual dividend of $0.68 per share and has a dividend yield of 3.3%. Landmark Infrastructure Partners pays out 310.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Reis pays out 680.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Landmark Infrastructure Partners is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Landmark Infrastructure Partners beats Reis on 9 of the 15 factors compared between the two stocks.

Landmark Infrastructure Partners Company Profile

Landmark Infrastructure Partners LP is a master limited partnership formed to acquire, own and manage a portfolio of real property interests that it leases to companies in the wireless communication, outdoor advertising and renewable power generation industries. The Company operates through three segments. The Wireless Communication segment consists of leasing real property interests and financing to companies in the wireless communication industry in the United States. The Outdoor Advertising segment consists of leasing real property interests to companies in the outdoor advertising industry in the United States. The Renewable Power Generation segment consists of leasing real property interests and financing to companies in the renewable power industry in the United States. The Company’s real property interests consist of a portfolio of long term and perpetual easements, tenant lease assignments and fee simple properties located primarily in the United States.

Reis Company Profile

Reis, Inc. (Reis) is engaged in providing commercial real estate market information and analytical tools to real estate professionals, through its Reis Services subsidiary. The Company operates through Reis Services segment. It maintains a database containing detailed information on commercial properties in metropolitan markets and neighborhoods throughout the United States. The database contains information on apartment, office, retail, warehouse or distribution, flex or research and development, self-storage and seniors housing properties, and is used by real estate investors, lenders and other professionals to make informed buying, selling and financing decisions. Its product portfolio includes Reis Subscriber Edition (SE), its delivery platform aimed at larger and mid-sized enterprises; ReisReports, aimed at prosumers and smaller enterprises, and Mobiuss Portfolio CRE (Mobiuss), aimed at risk managers and credit administrators at banks and non-bank lending institutions.

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