COBHAM PLC/ADR (OTCMKTS:CBHMY) vs. SmartCentres Real Estate Investment Trust (OTCMKTS:CWYUF) Head-To-Head Review

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

Valuation & Earnings

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
COBHAM PLC/ADR	$2.18 billion	2.54	$98.11 million	$0.11	40.82
SmartCentres Real Estate Investment Trust	$618.20 million	4.83	$306.47 million	$0.66	25.38

SmartCentres Real Estate Investment Trust has lower revenue, but higher earnings 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.

Profitability

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

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

Dividends

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 an annual dividend of $1.37 per share and has a dividend yield of 8.2%. COBHAM PLC/ADR pays out 9.1% of its earnings in the form of a dividend. SmartCentres Real Estate Investment Trust pays out 207.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Analyst Recommendations

This is a breakdown of current ratings and target prices for COBHAM PLC/ADR and SmartCentres Real Estate Investment Trust, as provided by MarketBeat.

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

Risk and Volatility

COBHAM PLC/ADR has a beta of 1.26, indicating that its share price is 26% more volatile than the S&P 500. Comparatively, SmartCentres Real Estate Investment Trust has a beta of 1.17, indicating that its share price is 17% more volatile than the S&P 500.

Summary

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

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.

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.