1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Tiziano Frateschi
Tiziano Frateschi
Articles (2659)  | Author's Website |

5 Real Estate Companies Outperforming the Benchmark

Equinix on the list

According to the GuruFocus All-in-One Screener, a Premium feature, the stocks of the following guru-owned real estate companies have outperformed the S&P 500 Index over the past 12 months through Sept. 4.

Ellington

Ellington Residential Mortgage REIT (EARN) has a market cap of $142.66 billion. It has outperformed the S&P 500 by 8.99% over the past year.

Shares are trading with a price-earnings ratio of 7.93. As of Friday, the share price was 328.89% above the 52-week low and 2.53% below the 52-week high.

The company has a GuruFocus profitability rating of 2 out of 10. While the return on assets of 11.75% is outperforming the sector, return on equity of 1.21% is underperforming 63% of companies in the REITs industry. Its financial strength is rated 5 out of 10.

The company's largest guru shareholder is Jim Simons (Trades, Portfolio)' Renaissance Technologies with 7.48% of outstanding shares.

Equinix

With a market cap of $67.52 billion, Equinix Inc. (EQIX) has outperformed the S&P 500 by 19.07% over the past 12 months.

Shares are trading with a price-earnings ratio of 132.14. As of Friday, the price was 59.55% above the 52-week low and 5.38% below the 52-week high.

The data centers provider has a GuruFocus profitability rating of 8 out of 10. While the return on equity of 5.48% is outperforming the sector, return on assets of 2.06% is underperforming 54% of companies in the REITs industry. Its financial strength is rated 4 out of 10. The equity-asset ratio of 0.31 is far above the industry median of 0.09.

The company's largest guru shareholder is Ron Baron (Trades, Portfolio) with 0.25% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.18% and Frank Sands (Trades, Portfolio) with 0.10%.

Global Medical

Global Medical REIT Inc. (GMRE) has a market cap of $625.79 million. It has outperformed the S&P 500 by 13.01% over the past year.

Shares are trading with a price-earnings ratio of 161.07. As of Friday, the price was 93.84% above the 52-week low and 15.14% below the 52-week high.

The company has a profitability rating of 4 out of 10. The return on equity of 0.88% and return on assets of 1.06% are underperforming 70% of companies in the REITs industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.02 is below the industry median of 0.09.

The company's largest guru shareholder is Simons' firm with 0.76% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.09%.

Granite

With a market cap of $3.40 billion, Granite Real Estate Investment Trust (GRP.U) has outperformed the S&P 500 by 9.64% over the past 12 months.

Shares are trading with a price-earnings ratio of 11.19. As of Friday, the price was 108.18% above the 52-week low and 3.24% below the 52-week high.

The company had a GuruFocus profitability rating of 7 out of 10. The return on equity of 11.52% and return on assets of 7.33% are outperforming 84% of companies in the REITs industry. Its financial strength is rated 5 out of 10 with a cash-debt ratio of 0.36.

Renaissance Technologies is the company's largest guru shareholder with 0.18% of outstanding shares, followed by Prem Watsa (Trades, Portfolio) with 0.02%.

Hannon Armstrong

Hannon Armstrong Sustainable Infrastructure Capital (HASI) has a market cap of $3.02 billion. It has outperformed the S&P 500 by 31.08% over the past 12 months.

Shares are trading with a price-earnings ratio of 31.17. As of Friday, the price was 169.95% above the 52-week low and 7.47% below the 52-week high.

The company has a profitability rating of 7 out of 10. The return on equity of 9.55% and return on assets of 3.79% are outperforming 68% of companies in the REITs industry. Its financial strength is rated 2 out of 10. The cash-debt ratio of 0.32 is far above the industry median of 0.09.

The company's largest guru shareholder is Pioneer Investments (Trades, Portfolio) with 0.47% of outstanding shares, followed by Caxton Associates (Trades, Portfolio) with 0.23% and Steven Cohen (Trades, Portfolio)'s Point72 Asset Management with 0.18% and Joel Greenblatt (Trades, Portfolio)s' Gotham Asset Management with 0.01%.

Disclosure: I do not own any of the stocks mentioned.

Read more here:

Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here.

About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


Rating: 3.0/5 (1 vote)

Voters:

Comments

Please leave your comment:



Performances of the stocks mentioned by Tiziano Frateschi


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)