National Health Investors (NYSE:NHI – Get Rating) and Acadia Realty Trust (NYSE:AKR – Get Rating) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, risk, valuation, profitability, institutional ownership and dividends.
Profitability
This table compares National Health Investors and Acadia Realty Trust’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| National Health Investors | 23.87% | 4.84% | 2.55% |
| Acadia Realty Trust | -10.92% | -1.67% | -0.87% |
Dividends
National Health Investors pays an annual dividend of $3.60 per share and has a dividend yield of 7.1%. Acadia Realty Trust pays an annual dividend of $0.72 per share and has a dividend yield of 5.3%. National Health Investors pays out 244.9% 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 -184.6% of its earnings in the form of a dividend. Acadia Realty Trust has raised its dividend for 1 consecutive years.
Volatility and Risk
Institutional and Insider Ownership
62.4% of National Health Investors shares are held by institutional investors. 7.3% of National Health Investors shares are held by company insiders. Comparatively, 2.8% of Acadia Realty Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
Analyst Recommendations
This is a summary of current ratings for National Health Investors and Acadia Realty Trust, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| National Health Investors | 0 | 3 | 1 | 0 | 2.25 |
| Acadia Realty Trust | 1 | 2 | 3 | 0 | 2.33 |
National Health Investors currently has a consensus target price of $59.25, indicating a potential upside of 16.98%. Acadia Realty Trust has a consensus target price of $18.17, indicating a potential upside of 33.48%. Given Acadia Realty Trust’s stronger consensus rating and higher possible upside, analysts clearly believe Acadia Realty Trust is more favorable than National Health Investors.
Earnings and Valuation
This table compares National Health Investors and Acadia Realty Trust’s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| National Health Investors | $278.19 million | 7.90 | $66.40 million | $1.47 | 34.46 |
| Acadia Realty Trust | $326.29 million | 3.97 | -$35.44 million | ($0.39) | -34.90 |
National Health Investors has higher earnings, but lower revenue than Acadia Realty Trust. Acadia Realty Trust is trading at a lower price-to-earnings ratio than National Health Investors, indicating that it is currently the more affordable of the two stocks.
Summary
National Health Investors beats Acadia Realty Trust on 10 of the 17 factors compared between the two stocks.
About National Health Investors
National Health Investors, Inc. engages in the sale-leaseback, joint-venture, mortgage, and mezzanine financing of senior housing and medical investments. It operates through the Real Estate Investments and Senior Housing Operating Portfolio (SHOP) segments. The Real Estate Investments segment includes real estate investments and lease, mortgage, and other notes receivables in independent living facilities. The SHOP segment is involved in two ventures that own the operations of independent living facilities. The company was founded by W. Andrew Adams in 1991 and is headquartered in Murfreesboro, TN.
About Acadia Realty Trust
Acadia Realty Trust is a real estate investment trust, which engages in delivering operating platforms and investment strategy. It operates through the following business segments: Core Portfolio, Funds, and Structured Financing. The Core Portfolio segment consists of retail properties. The Funds segment handles retail real estate. The Structured Financing segment involves earnings and expenses related to notes and mortgages receivable which are held within the Core Portfolio or the Funds. The company was founded by Kenneth F. Bernstein in 1964 and is headquartered in Rye, NY.
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