New York Mortgage Trust (NASDAQ:NYMT – Get Free Report) and Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, valuation, risk, profitability and institutional ownership.
Insider and Institutional Ownership
54.9% of New York Mortgage Trust shares are held by institutional investors. Comparatively, 80.7% of Phillips Edison & Company, Inc. shares are held by institutional investors. 1.5% of New York Mortgage Trust shares are held by insiders. Comparatively, 8.0% of Phillips Edison & Company, Inc. shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
Analyst Ratings
This is a breakdown of recent ratings and recommmendations for New York Mortgage Trust and Phillips Edison & Company, Inc., as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| New York Mortgage Trust | 0 | 3 | 1 | 0 | 2.25 |
| Phillips Edison & Company, Inc. | 0 | 4 | 3 | 0 | 2.43 |
Valuation and Earnings
This table compares New York Mortgage Trust and Phillips Edison & Company, Inc.”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| New York Mortgage Trust | $258.66 million | 2.15 | -$48.67 million | ($0.33) | -18.61 |
| Phillips Edison & Company, Inc. | $610.12 million | 7.94 | $56.85 million | $0.46 | 85.87 |
Phillips Edison & Company, Inc. has higher revenue and earnings than New York Mortgage Trust. New York Mortgage Trust is trading at a lower price-to-earnings ratio than Phillips Edison & Company, Inc., indicating that it is currently the more affordable of the two stocks.
Dividends
New York Mortgage Trust pays an annual dividend of $0.80 per share and has a dividend yield of 13.0%. Phillips Edison & Company, Inc. pays an annual dividend of $1.23 per share and has a dividend yield of 3.1%. New York Mortgage Trust pays out -242.4% of its earnings in the form of a dividend. Phillips Edison & Company, Inc. pays out 267.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. New York Mortgage Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.
Volatility and Risk
New York Mortgage Trust has a beta of 1.94, meaning that its stock price is 94% more volatile than the S&P 500. Comparatively, Phillips Edison & Company, Inc. has a beta of 0.57, meaning that its stock price is 43% less volatile than the S&P 500.
Profitability
This table compares New York Mortgage Trust and Phillips Edison & Company, Inc.’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| New York Mortgage Trust | 3.11% | 0.48% | 0.06% |
| Phillips Edison & Company, Inc. | 9.03% | 2.22% | 1.18% |
Summary
Phillips Edison & Company, Inc. beats New York Mortgage Trust on 12 of the 16 factors compared between the two stocks.
About New York Mortgage Trust
New York Mortgage Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multi-family residential assets in the United States. Its targeted investments include residential loans, including business purpose loans; structured multi-family property investments, such as preferred equity in, and mezzanine loans to owners of multi-family properties; non-agency residential mortgage-backed securities (RMBS); agency RMBS; commercial mortgage-backed securities (CMBS); single-family rental properties; and other mortgage, residential housing, and credit-related assets. The company also qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. New York Mortgage Trust, Inc. was incorporated in 2003 and is headquartered in New York, New York.
About Phillips Edison & Company, Inc.
Phillips Edison & Company, Inc. (PECO) is one of the nation's largest owners and operators of omni-channel grocery-anchored shopping centers. Founded in 1991, PECO has generated strong results through its vertically-integrated operating platform and national footprint of well-occupied shopping centers. PECO's centers feature a mix of national and regional retailers providing necessity-based goods and services in fundamentally strong markets throughout the United States. PECO's top grocery anchors include Kroger, Publix, Albertsons and Ahold Delhaize. As of December 31, 2023, PECO managed 301 shopping centers, including 281 wholly-owned centers comprising 32.2 million square feet across 31 states and 20 shopping centers owned in one institutional joint venture. PECO is exclusively focused on creating great omni-channel, grocery-anchored shopping experiences and improving communities, one neighborhood shopping center at a time.
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