Financial Review: Tricon Residential (NYSE:TCN) and Boston Omaha (NYSE:BOC)

Boston Omaha (NYSE:BOC – Get Rating) and Tricon Residential (NYSE:TCN – Get Rating) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, dividends, valuation, earnings and profitability.

Analyst Ratings

This is a summary of current ratings and price targets for Boston Omaha and Tricon Residential, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Boston Omaha	0	0	1	0	3.00
Tricon Residential	0	2	7	0	2.78

Boston Omaha presently has a consensus target price of $33.00, suggesting a potential upside of 33.28%. Tricon Residential has a consensus target price of $18.61, suggesting a potential upside of 21.96%. Given Boston Omaha’s stronger consensus rating and higher probable upside, research analysts clearly believe Boston Omaha is more favorable than Tricon Residential.

Institutional & Insider Ownership

56.1% of Boston Omaha shares are owned by institutional investors. Comparatively, 13.4% of Tricon Residential shares are owned by institutional investors. 32.0% of Boston Omaha shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Profitability

This table compares Boston Omaha and Tricon Residential’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Boston Omaha	92.59%	10.57%	6.69%
Tricon Residential	N/A	N/A	N/A

Valuation and Earnings

This table compares Boston Omaha and Tricon Residential’s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Boston Omaha	$56.97 million	12.91	$52.75 million	$1.99	12.44
Tricon Residential	$441.74 million	9.43	$445.26 million	N/A	N/A

Tricon Residential has higher revenue and earnings than Boston Omaha.

Summary

Boston Omaha beats Tricon Residential on 8 of the 11 factors compared between the two stocks.

Boston Omaha Company Profile (Get Rating)

Boston Omaha Corporation, together with its subsidiaries, engages in the outdoor billboard advertising business in the southeast United States. It is also involved in the surety insurance and related brokerage, broadband, and investment businesses. The company provides high-speed internet service to approximately 7,000 subscribers in communities in southern Arizona; and 10,000 subscribers in Salt Lake City, Park City, Ogden, Provo, and surrounding communities. As of March 25, 2022, it operated approximately 3,900 billboards containing approximately 7,400 advertising faces of which 80 are digital displays. The company was formerly known as REO Plus, Inc. and changed its name to Boston Omaha Corporation in March 2015. Boston Omaha Corporation was incorporated in 2009 and is headquartered in Omaha, Nebraska.

Tricon Residential Company Profile (Get Rating)

Founded in 1988, Tricon is a rental housing company focused on serving the middle-market demographic. Tricon owns and operates approximately 31,000 single-family rental homes and multi-family rental units in 21 markets across the United States and Canada, managed with an integrated technology-enabled operating platform. More information about Tricon is available at www.triconresidential.com.