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OUT vs SBRA

OUT
OUTFRONT Media Inc.
BEARISH
Price
$30.85
Market Cap
$5.43B
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
OUT
37.62
SBRA
32.05
Forward P/E
OUT
24.57
SBRA
26.41
P/B Ratio
OUT
7.61
SBRA
1.83
P/S Ratio
OUT
2.97
SBRA
6.67
EV/EBITDA
OUT
22.68
SBRA
17.08

Profitability

Gross Margin
OUT
49.85%
SBRA
65.19%
Operating Margin
OUT
25.05%
SBRA
23.7%
Profit Margin
OUT
8.03%
SBRA
20.06%
ROE
OUT
19.37%
SBRA
5.59%
ROA
OUT
3.7%
SBRA
3.07%

Growth

Revenue Growth
OUT
4.1%
SBRA
15.8%
Earnings Growth
OUT
24.7%
SBRA
-44.7%

Financial Health

Debt/Equity
OUT
5.63
SBRA
0.9
Current Ratio
OUT
0.92
SBRA
1.8
Quick Ratio
OUT
0.85
SBRA
1.47

Dividends

Dividend Yield
OUT
3.89%
SBRA
5.85%
Payout Ratio
OUT
146.34%
SBRA
187.5%

AI Verdict

OUT BEARISH

OUT presents a significant valuation disconnect, with a current price of $30.85 far exceeding its Graham Number ($8.65) and Intrinsic Value ($24.19). The Piotroski F-Score of 4/9 indicates only stable to weak financial health, compounded by a precarious Debt/Equity ratio of 5.63 and a current ratio below 1.0. While earnings growth is strong (24.7% YoY), the dividend is unsustainable with a payout ratio of 146.34%. Combined with bearish insider selling from the CFO and Directors, the stock appears overextended despite recent price momentum.

Strengths
Strong earnings growth (24.7% YoY and 30.8% Q/Q)
Low PEG ratio (0.39) suggesting growth may justify some premium
Healthy ROE of 19.37%
Risks
Unsustainable dividend payout ratio (146.34%)
Extreme leverage with Debt/Equity at 5.63
Liquidity risk indicated by Current Ratio of 0.92
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

OUT vs SBRA: Head-to-Head Comparison

This page compares OUTFRONT Media Inc. (OUT) 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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