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4 Real Estate Companies With Predictable Revenue Growth

Stocks with high revenue growth and trading at fair GF Values

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Jan 25, 2022
Summary
  • Home prices continued their climb in November 2021.
  • GuruFocus’ All-in-One Screener listed several real estate companies with predictable revenue growth.
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In light of increasing home prices during November 2021, four real estate companies that have high profitability and are trading at fair GF Value as of January include American Tower Corp. (

AMT, Financial), Equinix Inc. (EQIX, Financial), SBA Communications Corp. (SBAC, Financial) and CoStar Group Inc. (CSGP, Financial) according to the All-in-One Screener, a Premium feature of GuruFocus.

On Tuesday, the S&P/Case-Shiller U.S. National Price Index reported an 18.8% year-over-year gain in November 2021, down from the October gain of 19% yet still among the highest gains during the history of the index. The 20-city index gained 18.3% over the past year, with strong gains in Phoenix, Tampa, Florida and Miami.

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As housing prices continue their climb, GuruFocus’ All-in-One Screener listed five real estate companies that have high business predictability and revenue growth and are trading at a fair price-to-GF Value ratio. GuruFocus’ exclusive valuation method considers a company’s historical price multiples and internally adjusts for past performance and future growth estimates.

American Tower

Shares of American Tower (

AMT, Financial) traded around $247.84, showing the stock is fairly valued based on Tuesday’s price-to-GF Value ratio of 0.91.

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GuruFocus ranks the Boston-based cell tower REIT’s profitability 8 out of 10 on several positive investing signs, which include a four-star business predictability rank, returns that are outperforming more than 72% of global competitors and three-year revenue growth rates outperforming over 76% of global REITs.

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Gurus with holdings in American Tower include

Chuck Akre (Trades, Portfolio)’s Akre Capital Management and Ken Fisher (Trades, Portfolio)’s Fisher Investments.

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Equinix

Shares of Equinix (

EQIX, Financial) traded around $718.03, showing the stock is fairly valued based on Tuesday’s price-to-GF Value ratio of 0.97.

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GuruFocus ranks the Redwood City, California-based data center REIT’s profitability 8 out of 10 on the back of a five-star business predictability rank and three-year revenue growth rates that are outperforming more than 80% of global competitors despite profit margins underperforming over 70% of global REITs.

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Gurus with holdings in Equinix include

Ron Baron (Trades, Portfolio)’s Baron Funds and Frank Sands (Trades, Portfolio)’ Sands Capital Management.

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SBA Communications

Shares of SBA Communications (

SBAC, Financial) traded around $323.47, showing the stock is fairly valued based on Tuesday’s price-to-GF Value ratio of 1.01.

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GuruFocus ranks the Boca Raton, Florida-based cell tower REIT’s profitability 7 out of 10 on the back of a three-star business predictability rank and a three-year revenue growth rate that outperforms more than 85% of global competitors despite profit margins underperforming more than 66% of global REITs.

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CoStar Group

Shares of CoStar Group (

CSGP, Financial) traded around $67.77, showing the stock is modestly undervalued based on Tuesday’s price-to-GF Value ratio of 0.77.

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GuruFocus ranks the Northwest, Washington-based real estate marketing company’s profitability 8 out of 10 on several positive investing signs, which include a five-star business predictability rank, expanding profit margins and three-year revenue growth rates that are outperforming more than 76% of global competitors.

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I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure
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