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MRP vs SBRA

MRP
Millrose Properties, Inc.
NEUTRAL
Price
$30.49
Market Cap
$5.06B
Sector
Real Estate
AI Confidence
85%
SBRA
Sabra Health Care REIT, Inc.
BEARISH
Price
$20.51
Market Cap
$5.17B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
MRP
12.5
SBRA
32.05
Forward P/E
MRP
9.65
SBRA
26.41
P/B Ratio
MRP
0.86
SBRA
1.83
P/S Ratio
MRP
8.43
SBRA
6.67
EV/EBITDA
MRP
--
SBRA
17.08

Profitability

Gross Margin
MRP
85.39%
SBRA
65.19%
Operating Margin
MRP
84.82%
SBRA
23.7%
Profit Margin
MRP
67.42%
SBRA
20.06%
ROE
MRP
7.35%
SBRA
5.59%
ROA
MRP
4.13%
SBRA
3.07%

Growth

Revenue Growth
MRP
--
SBRA
15.8%
Earnings Growth
MRP
--
SBRA
-44.7%

Financial Health

Debt/Equity
MRP
0.36
SBRA
0.9
Current Ratio
MRP
53.56
SBRA
1.8
Quick Ratio
MRP
0.2
SBRA
1.47

Dividends

Dividend Yield
MRP
9.97%
SBRA
5.85%
Payout Ratio
MRP
104.51%
SBRA
187.5%

AI Verdict

MRP NEUTRAL

MRP exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a conservative Debt/Equity ratio of 0.36, significantly outperforming sector averages. While the stock is undervalued relative to its Graham Number ($44.01) and Book Value (P/B 0.86), this value is offset by a critical dividend sustainability issue with a payout ratio of 104.51%. Furthermore, the company has failed to beat earnings estimates in the last four quarters, and the technical trend is currently bearish (0/100), suggesting a disconnect between asset value and operational momentum.

Strengths
Strong financial health indicated by a Piotroski F-Score of 7/9
Very low leverage (Debt/Equity 0.36) compared to REIT sector average (2.40)
Trading at a discount to book value (P/B 0.86) and Graham Number ($44.01)
Risks
Unsustainable dividend payout ratio of 104.51%, indicating dividends exceed earnings
Poor earnings track record with 0/4 beats in the last four quarters
Severe bearish technical trend (0/100 score)
SBRA BEARISH

SBRA presents a concerning fundamental profile characterized by a stable but mediocre Piotroski F-Score of 4/9 and a severe valuation disconnect. The stock trades at a significant premium to its Graham Number ($12.71) and Intrinsic Value ($4.48), while the dividend payout ratio of 187.5% is fundamentally unsustainable. Despite strong top-line revenue growth of 15.8%, the company is experiencing a sharp collapse in earnings growth (-44.7%), suggesting significant operational headwinds or rising costs that are not being offset by revenue gains.

Strengths
Strong revenue growth (15.8% YoY)
High gross margins (65.19%)
Manageable Debt/Equity ratio (0.90) compared to sector average
Risks
Unsustainable dividend payout ratio (187.5%)
Severe earnings contraction (-44.7% YoY)
Extreme overvaluation relative to intrinsic value ($4.48) and Graham Number ($12.71)

Compare Another Pair

MRP vs SBRA: Head-to-Head Comparison

This page compares Millrose Properties, Inc. (MRP) and Sabra Health Care REIT, Inc. (SBRA) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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