Acadia Realty Trust (NYSE:AKR) & Unibail-Rodamco-Westfield (OTCMKTS:UNBLF) Head to Head Survey

Unibail-Rodamco-Westfield (OTCMKTS:UNBLF) and Acadia Realty Trust (NYSE:AKR) are both real estate companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, valuation, earnings, profitability, analyst recommendations, dividends and institutional ownership.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for Unibail-Rodamco-Westfield and Acadia Realty Trust, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Unibail-Rodamco-Westfield	0	0	3	0	3.00
Acadia Realty Trust	0	3	4	1	2.75

Acadia Realty Trust has a consensus target price of $24.00, indicating a potential upside of 16.08%. Given Acadia Realty Trust’s higher possible upside, analysts clearly believe Acadia Realty Trust is more favorable than Unibail-Rodamco-Westfield.

Dividends

Unibail-Rodamco-Westfield pays an annual dividend of $8.90 per share and has a dividend yield of 7.3%. Acadia Realty Trust pays an annual dividend of $0.80 per share and has a dividend yield of 3.9%. Unibail-Rodamco-Westfield pays out 79.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Acadia Realty Trust pays out 235.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Acadia Realty Trust has raised its dividend for 2 consecutive years. Unibail-Rodamco-Westfield is clearly the better dividend stock, given its higher yield and lower payout ratio.

Earnings and Valuation

This table compares Unibail-Rodamco-Westfield and Acadia Realty Trust”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Unibail-Rodamco-Westfield	N/A	N/A	N/A	$11.15	10.88
Acadia Realty Trust	$410.76 million	6.91	$16.90 million	$0.34	60.81

Acadia Realty Trust has higher revenue and earnings than Unibail-Rodamco-Westfield. Unibail-Rodamco-Westfield is trading at a lower price-to-earnings ratio than Acadia Realty Trust, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Unibail-Rodamco-Westfield and Acadia Realty Trust’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Unibail-Rodamco-Westfield	N/A	N/A	N/A
Acadia Realty Trust	12.14%	1.85%	1.04%

Insider and Institutional Ownership

41.2% of Unibail-Rodamco-Westfield shares are held by institutional investors. Comparatively, 97.7% of Acadia Realty Trust shares are held by institutional investors. 3.1% of Acadia Realty Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Acadia Realty Trust beats Unibail-Rodamco-Westfield on 11 of the 15 factors compared between the two stocks.

About Unibail-Rodamco-Westfield

Unibail-Rodamco-Westfield is an owner, developer and operator of sustainable, high-quality real estate assets in the most dynamic cities in Europe and the United States. The Group operates 72 shopping centres in 12 countries, including 38 which carry the iconic Westfield brand. These centres attract over 900 million visits annually and provide a unique platform for retailers and brands to connect with consumers. URW also has a portfolio of high-quality offices, 10 convention and exhibition venues in Paris, and a 2.5 Bn development pipeline of mainly mixed-use assets. Its 50 Bn portfolio is 86% in retail, 6% in offices, 5% in convention and exhibition venues, and 2% in services (as at December 31, 2023). URW is a committed partner to major cities on urban regeneration projects, through both mixed-use development and the retrofitting of buildings to industry-leading sustainability standards. These commitments are enhanced by the Group's Better Places plan, which strives to make a positive environmental, social and economic impact on the cities and communities where URW operates. URW's stapled shares are listed on Euronext Paris (Ticker: URW), with a secondary listing in Australia through Chess Depositary Interests. The Group benefits from a BBB+ rating from Standard & Poor's and from a Baa2 rating from Moody's.

About Acadia Realty Trust

Acadia Realty Trust is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual Core Portfolio and Fund operating platforms and its disciplined, location-driven investment strategy. Acadia Realty Trust is accomplishing this goal by building a best-in-class core real estate portfolio with meaningful concentrations of assets in the nation's most dynamic corridors; making profitable opportunistic and value-add investments through its series of discretionary, institutional funds; and maintaining a strong balance sheet.