COBHAM PLC/ADR (OTCMKTS:CBHMY) and SmartCentres Real Estate Investment Trust (OTCMKTS:CWYUF) Head to Head Review

SmartCentres Real Estate Investment Trust (OTCMKTS:CWYUF) and COBHAM PLC/ADR (OTCMKTS:CBHMY) are both mid-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, profitability, analyst recommendations, valuation, institutional ownership, risk and dividends.

Risk and Volatility

SmartCentres Real Estate Investment Trust has a beta of 1.18, suggesting that its share price is 18% more volatile than the S&P 500. Comparatively, COBHAM PLC/ADR has a beta of 1.26, suggesting that its share price is 26% more volatile than the S&P 500.

Profitability

This table compares SmartCentres Real Estate Investment Trust and COBHAM PLC/ADR’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
SmartCentres Real Estate Investment Trust	17.26%	2.46%	1.30%
COBHAM PLC/ADR	N/A	N/A	N/A

Dividends

SmartCentres Real Estate Investment Trust pays an annual dividend of $1.29 per share and has a dividend yield of 7.7%. COBHAM PLC/ADR pays an annual dividend of $0.01 per share and has a dividend yield of 0.2%. SmartCentres Real Estate Investment Trust pays out 195.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. COBHAM PLC/ADR pays out 9.1% of its earnings in the form of a dividend.

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for SmartCentres Real Estate Investment Trust and COBHAM PLC/ADR, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SmartCentres Real Estate Investment Trust	0	1	0	2	3.33
COBHAM PLC/ADR	0	0	0	0	0.00

Valuation & Earnings

This table compares SmartCentres Real Estate Investment Trust and COBHAM PLC/ADR”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
SmartCentres Real Estate Investment Trust	$618.20 million	4.83	$306.47 million	$0.66	25.39
COBHAM PLC/ADR	$2.18 billion	2.54	$98.11 million	$0.11	40.82

SmartCentres Real Estate Investment Trust has higher earnings, but lower revenue than COBHAM PLC/ADR. SmartCentres Real Estate Investment Trust is trading at a lower price-to-earnings ratio than COBHAM PLC/ADR, indicating that it is currently the more affordable of the two stocks.

Summary

SmartCentres Real Estate Investment Trust beats COBHAM PLC/ADR on 9 of the 13 factors compared between the two stocks.

About SmartCentres Real Estate Investment Trust

SmartCentres is one of Canada’s largest fully integrated REITs, with a best-in-class and growing mixed-use portfolio featuring 191 strategically located properties in communities across the country. SmartCentres has approximately $12.0 billion in assets and owns 35.0 million square feet of income producing value-oriented retail and first-class office properties with 98.5% in place and committed occupancy, on 3,500 acres of owned land across Canada.

About COBHAM PLC/ADR

Cobham plc provides a range of technologies and services to commercial, defense, aerospace, space, and security markets in the United Kingdom, the United States, other European countries, Australia, Asia, and internationally. The company operates in four segments: Communications and Connectivity, Mission Systems, Advanced Electronic Solutions, and Aviation Services. The Communications and Connectivity segment offers equipment and solutions for the aerospace, avionics, satellite, radio, wireless, antenna, and mobile connectivity markets. The Mission Systems segment provides safety and survival systems for extreme environments; nose-to-tail aerial refueling systems; and wing-tip to wing-tip mission systems for jets, transport aircraft, and rotorcraft. The Advanced Electronic Solutions segment offers critical solutions for communication on land, at sea, in the air, and in space through off-the-shelf and customized products, which include radio frequency, microwave, microelectronics, antenna subsystems, and motion control solutions. This segment serves defense, radar, electronic warfare, X-ray imaging, medical, and industrial markets. The Aviation Services segment delivers outsourced aviation services for military and commercial customers through military training, special mission flights, outsourced commercial aviation, fly-in fly-out, and aircraft engineering services. Cobham plc was founded in 1934 and is headquartered in Wimborne, the United Kingdom.