Modiv Industrial (NYSE:MDV – Get Free Report) and Dream Industrial Real Estate Investment Trust (OTCMKTS:DREUF – Get Free Report) are both real estate companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, valuation, analyst recommendations, profitability, institutional ownership, earnings and risk.
Dividends
Modiv Industrial pays an annual dividend of $1.20 per share and has a dividend yield of 6.6%. Dream Industrial Real Estate Investment Trust pays an annual dividend of $0.70 per share and has a dividend yield of 7.0%. Modiv Industrial pays out -292.7% of its earnings in the form of a dividend. Dream Industrial Real Estate Investment Trust pays out 68.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Modiv Industrial has raised its dividend for 3 consecutive years.
Analyst Ratings
This is a summary of current recommendations for Modiv Industrial and Dream Industrial Real Estate Investment Trust, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Modiv Industrial | 0 | 6 | 0 | 0 | 2.00 |
| Dream Industrial Real Estate Investment Trust | 0 | 0 | 5 | 0 | 3.00 |
Institutional and Insider Ownership
8.2% of Modiv Industrial shares are owned by institutional investors. Comparatively, 46.3% of Dream Industrial Real Estate Investment Trust shares are owned by institutional investors. 2.8% of Modiv Industrial shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
Profitability
This table compares Modiv Industrial and Dream Industrial Real Estate Investment Trust’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Modiv Industrial | 16.35% | 3.75% | 1.55% |
| Dream Industrial Real Estate Investment Trust | N/A | N/A | N/A |
Earnings and Valuation
This table compares Modiv Industrial and Dream Industrial Real Estate Investment Trust”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Modiv Industrial | $46.39 million | 4.02 | $1.07 million | ($0.41) | -44.02 |
| Dream Industrial Real Estate Investment Trust | N/A | N/A | N/A | $1.02 | 9.88 |
Modiv Industrial has higher revenue and earnings than Dream Industrial Real Estate Investment Trust. Modiv Industrial is trading at a lower price-to-earnings ratio than Dream Industrial Real Estate Investment Trust, indicating that it is currently the more affordable of the two stocks.
Summary
Modiv Industrial beats Dream Industrial Real Estate Investment Trust on 9 of the 14 factors compared between the two stocks.
About Modiv Industrial
Modiv Industrial, Inc. is an internally managed REIT that is focused on single-tenant net-lease industrial manufacturing real estate. The Company actively acquires critical industrial manufacturing properties with long-term leases to tenants that fuel the national economy and strengthen the nation's supply chains.
About Dream Industrial Real Estate Investment Trust
Dream Industrial REIT is an unincorporated, open-ended real estate investment trust. As at December 31, 2023, we own, manage and operate a global portfolio of well-located, diversified industrial properties comprising 327 assets totalling approximately 71.4 million square feet of GLA in key markets across Canada, Europe and the U.S. Our goal is to deliver strong total returns to our unitholders through secure distributions as well as growth in net asset value and cash flow per unit underpinned by our high-quality portfolio and an investment grade balance sheet. Our REIT Units are listed on the Toronto Stock Exchange (TSX) under the trading symbol DIR.UN.
Receive News & Ratings for Modiv Industrial Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Modiv Industrial and related companies with MarketBeat.com's FREE daily email newsletter.
