Analyzing Terreno Realty (NYSE:TRNO) and Mobile Infrastructure (NASDAQ:BEEP)

Terreno Realty (NYSE:TRNO) and Mobile Infrastructure (NASDAQ:BEEP) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, risk, earnings, valuation, analyst recommendations, institutional ownership and profitability.

Profitability

This table compares Terreno Realty and Mobile Infrastructure’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Terreno Realty	49.12%	5.59%	4.17%
Mobile Infrastructure	N/A	-2.18%	-1.04%

Analyst Ratings

This is a summary of recent recommendations for Terreno Realty and Mobile Infrastructure, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Terreno Realty	0	5	5	0	2.50
Mobile Infrastructure	0	0	0	0	N/A

Terreno Realty presently has a consensus price target of $64.60, suggesting a potential upside of 9.16%. Given Terreno Realty’s higher probable upside, equities analysts plainly believe Terreno Realty is more favorable than Mobile Infrastructure.

Earnings and Valuation

This table compares Terreno Realty and Mobile Infrastructure’s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Terreno Realty	$323.59 million	17.69	$151.46 million	$1.92	30.82
Mobile Infrastructure	$30.27 million	3.50	-$25.12 million	N/A	N/A

Terreno Realty has higher revenue and earnings than Mobile Infrastructure.

Institutional & Insider Ownership

84.3% of Mobile Infrastructure shares are held by institutional investors. 2.4% of Terreno Realty shares are held by insiders. Comparatively, 46.2% of Mobile Infrastructure shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Volatility & Risk

Terreno Realty has a beta of 0.89, indicating that its stock price is 11% less volatile than the S&P 500. Comparatively, Mobile Infrastructure has a beta of 0.62, indicating that its stock price is 38% less volatile than the S&P 500.

Summary

Terreno Realty beats Mobile Infrastructure on 9 of the 11 factors compared between the two stocks.

About Terreno Realty

Terreno Realty Corporation (Terreno, and together with its subsidiaries, the Company) acquires, owns and operates industrial real estate in six major coastal U.S. markets: Los Angeles, Northern New Jersey/New York City, San Francisco Bay Area, Seattle, Miami, and Washington, D.C. All square feet, acres, occupancy and number of properties disclosed in these notes to the consolidated financial statements are unaudited. As of December 31, 2023, the Company owned 259 buildings aggregating approximately 16.0 million square feet, 45 improved land parcels consisting of approximately 152.4 acres, seven properties under development or redevelopment and approximately 62.7 acres of land entitled for future development. The Company is an internally managed Maryland corporation and elected to be taxed as a real estate investment trust (REIT) under Sections 856 through 860 of the Internal Revenue Code of 1986, as amended (the Code), commencing with its taxable year ended December 31, 2010.

About Mobile Infrastructure

Mobile Infrastructure Corporation is a Maryland corporation. The Company owns a diversified portfolio of parking assets primarily located in the Midwest and Southwest. As of December 31, 2023, the Company owned 43 parking facilities in 21 separate markets throughout the United States, with a total of 15,700 parking spaces and approximately 5.4 million square feet. The Company also owns approximately 0.2 million square feet of retail/commercial space adjacent to its parking facilities.